Korea Democratic Party’s surprise move this morning: separate taxation on dividend income will only apply to companies with a payout ratio of 35% or higher.
What is covered in the Full Insight:
Introduction to the Separate Tax Proposal
Details of the Tax Bill Submission
Implications for Dividend Stocks
Potential Beneficiaries and Market Reactions
Challenges and Political Considerations
Boomeranged on Wed, 11 Jun 2025 15:18
Dividend momentum is building in Korea post-election. President Lee visited Yeouido today, aggressively signaling strong support for tax incentives on firms with >35% payout ratios. This could nudge names like Samsung Elec toward higher dividends. Pre-positioning likely in >35%-payout stocks with room to raise. Banks remain solid, but Samsung affiliates could see renewed interest.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.