In today’s briefing:
- 60 Stocks Screened by Tax Draft Setup — Short-Term Policy Flow Targets
60 Stocks Screened by Tax Draft Setup — Short-Term Policy Flow Targets
- Revisions to the draft are almost certain, but near-term flows will still trade off the current framework—so screening now helps front-run likely winners before the final version lands.
- Out of 386 stocks with FY1/FY2 consensus data, 60 names screen in based on FY2: payout ≥40% or ≥25% with DPS up 5%+ vs. 3Y avg.
- This tax reform will still drive near-term KOSPI flow—these screened names are core policy plays worth building setups around.
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