Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Top Bracket Dividend Tax Rate Lowered to 30% in Korea [Moderately Positive]

Timing a Structural Pivot in Samsung's Max Stretched Pref Discount: Potential Special Dividend

Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 4Q 2025

Samsung Electronics (005930 KS): 1.7 T KRW Block Deal Sale, Where to Buy the Inevitable Pullback

Final Samsung Electronics Stake Sale: Overhang Risk, Control Optics, & Clean Pref Reversion Trade

Block Deal Sale of 1.7 Trillion Won Worth of Samsung Electronics

Douglas Research Advisory

Equity Bottom-Up

Samsung Electronics Pref Shares / Equity Bottom-Up

Samsung Electronics Pref Shares (005935 KS)

<ul>
<li>In this insight, we provide reasoning behind the clear recent outperformance of Korean preferred shares versus common shares.</li>
<li>Among the 10 pairs, nine of them have preferred shares outperforming common shares in the past five days.</li>
<li>One of the main reasons why the preferred shares have recently outperformed their common counterparts is because of the expectation of the higher probability of lowering tax on dividends.</li>
</ul>


In this insight, we provide reasoning behind the clear recent outperformance of Korean preferred shares versus common shares.
Among the 10 pairs, nine of them have preferred shares outperforming common shares in the past five days.
One of the main reasons why the preferred shares have recently outperformed their common counterparts is because of the expectation of the higher probability of lowering tax on dividends.


Clear Recent Outperformance of Korean Preferred Vs. Common Shares