Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

Yoon Suk-Yeol Becomes the New President of South Korea

Korea Drops Quarantine Requirements Vs. Yoon Suk-Yeol's Hard Line Stance on North Korea

Gravity Works As WeWork Doesn't; Now Plan B

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Thematic (Sector/Industry)

South korea Real estate / Thematic (Sector/Industry)

<ul>
<li>For foreign investors the next 5 yeas will be better vs. the previous 5 in terms of government interference even though next 2 years, many promises will be left unfulfilled.</li>
<li>Having said that,  pro business would mean pro chaebol undertones and with harsher M&amp;A, Mr Yoon needs to scratch their back to get his back scratched. </li>
<li>Domestic dividends not being taxed at comprehensive taxation.  To me this is a key in the next 5 yrs for a Korea rerate and minority shareholders can piggyback this</li>
</ul>


For foreign investors the next 5 yeas will be better vs. the previous 5 in terms of government interference even though next 2 years, many promises will be left unfulfilled.
Having said that,  pro business would mean pro chaebol undertones and with harsher M&amp;A, Mr Yoon needs to scratch their back to get his back scratched. 
Domestic dividends not being taxed at comprehensive taxation.  To me this is a key in the next 5 yrs for a Korea rerate and minority shareholders can piggyback this


The One Big Change that Needs to Be for Korea to Rerate