In today’s briefing:
- Korea’s 25% Dividend Tax Basically Locked In, Market Now Trading the 30% Payout Angle

Korea’s 25% Dividend Tax Basically Locked In, Market Now Trading the 30% Payout Angle
- Starting next week, the tax subcommittee is set to hash out the 25% proposal, and with the opposition unlikely to block it, the 25% top rate is basically locked in.
- The street’s treating 30% payout as base case, betting on more upside. The committee may pick it up next week, with headlines likely hitting the KRX tape fast.
- Locals are already chasing 30%+ payout, deep-value names, with gov’t aiming for a Taiwan-style re-rating. If dividend-tax headlines drop next week, these screened names could rip.
