IBK Stock: A 5% Dividend Yield That Went Nowhere for a Year
Last weekend I put four Korean banks on one screen and looked at exactly one row: the twelve-month price return.
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Meritz Financial Stock: A 25% ROE Machine Under Investigation
Every market has one company that value investors describe as “the Berkshire of” that country.
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KT&G Stock: The 9.5% Buyback Is Burned, Dividends Come Next
Domestic cigarette revenue fell 5.2%. Group operating profit rose 27.6%.
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Samsung Fire Stock Fell 14% on Korea’s Crash Day — My Math
Samsung Fire stock lost more than 14% in a single session on July 20, and the first thing I opened was not the sell…
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Hyundai Glovis Stock: Robot Premium Gone, 8x Earnings Left
It must have been the second week of January. The clip of Atlas walking at CES kept landing in my group chats, two…
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Samsung Life Stock: I’m Buying a Discounted Samsung Proxy
Three numbers on the Samsung Life stock page don’t sit together comfortably. A market cap around $42B (₩63T).
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Hana Financial Stock: The Won Writes the Buyback Budget
On July 16, Hana Financial stock touched 142,500 won — about $94 at the roughly ₩1,520-per-dollar rate tracked by T…
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Korean Value-Up Stocks: Shinyoung and Bookook Brokerages
Korean value-up stocks have been the loudest story in Seoul this year, but the coverage clusters around the giants…
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Mirae Asset Securities Stock: The One I Don’t Treat as a Brokerage
No Korean brokerage had ever earned more than ₩1 trillion of net profit in a single quarter.
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NH Investment & Securities Stock: Why the Sector’s Top Dividend Yield Makes Me Cautious
Here is the number that stopped me. NH Investment & Securities pays the fattest dividend yield in the Korean br…
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Korean Brokerage Stocks: The 2026 Law That Re-Rated the Sector
This is where I start doing sectors differently. From here on, when I dig into an industry I lay down the whole boa…
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Hyosung Stock Trades at a Third of Its Stake Value
Two months ago, writing my SK Square journal, I looked at a 43.8% holdco discount and wrote “watch,” not “buy.” App…
