Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Real-Time Read on Korea’s Top Market Narrative — Tax Reform Play

Korea Local Banks: New Dividend Tax Effectively Locks in a De Facto Minimum Yield Play

A Hidden Trading Angle from Dividend Tax Reform: Tax Timing Creates Dividend Trap Risks

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>A new bill cutting Korea's dividend tax hit the tape, giving local dividend plays an immediate boost on the news flow.</li>
<li>The presidential office is aligned on pushing the dividend tax below the 27.5% CGT floor. The new party leader is also tightly syncing with the Blue House to avoid clashes.</li>
<li>The DP's tax cut move today puts the gov's dividend narrative back in play with juice. We need setups to ride this theme.</li>
</ul>


A new bill cutting Korea's dividend tax hit the tape, giving local dividend plays an immediate boost on the news flow.
The presidential office is aligned on pushing the dividend tax below the 27.5% CGT floor. The new party leader is also tightly syncing with the Blue House to avoid clashes.
The DP's tax cut move today puts the gov's dividend narrative back in play with juice. We need setups to ride this theme.


Korea's Dividend Narrative Is Back: Unpacking the DP's New Bill and Its Backstory

KB Financial

Korea's Dividend Narrative Is Back: Unpacking the DP's New Bill and Its Backstory