Daily Brief South Korea: Samsung Fire & Marine Insurance, Orion Corp, SK Hynix and more

In today’s briefing:

Key Schedule for Korea’s Dividend Policy Momentum: This Thursday – Short‑term Target Group Screened
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly 7 to 21 November 2025)
Curator’s Cut: Korea’s Memory Mania, Nintendo’s Next Play & Airline Takeoffs

Key Schedule for Korea’s Dividend Policy Momentum: This Thursday – Short‑term Target Group Screened

Dividend tax reform hits calendar: Assembly’s Strategy & Finance Committee starts hearings Nov 13; street buzzing as assembly headlines will push dividend theme.
Ruling party resists 25% payout threshold; cutting that low kills dividend incentive, while keeping 40% pushes corporates in 20–40% band to hike payouts.
From Thursday, dividend momentum likely drives locals into >4% yielders with >40% payout, so these names should be our near‑term targets.

In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (7 to 21 November 2025).
Our top 10 picks in the next two weeks include KT&G, Samsung Electronics, Samsung Life Insurance, Orion Corp, Dentium, Hanmi Pharm, LG Chem (pref), Amorepacific Corp, Daewoong Pharm, and SK.
Notable stocks with excellent share price performances in the past two weeks are as follows: Taihan Electric Wire (up 32.7%) Hanmi Pharm (up 29.5%), and SK Hynix (up 13.7%).

Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma.
In this cut, we revisit memory stocks’ stellar year, unpack results from the best pure-play gaming franchise, and spotlight airline stocks poised for lift-off.
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