Watch KB Financial to See if Korea’s Value-Up Works
KB Financial canceled 3.8% of its shares without using the grace period Korea’s new law allows. What that says about value-up for EWY holders.
Korea Value-up
Samsung ₩110tn Return Is a Range, Not a Number
Samsung’s record ₩110tn return is a range, not a fixed number — and ₩15tn of it is an employee buyback, not a cancellation. What the filing means for EWY.
The ‘Next Japan Trade’ Paradox: Korea Copied Japan’s Playbook, Hard-Coded It Into Law — and Foreigners Still Sold $97 Billion
Korea copied Japan’s governance-reform playbook, then went further and wrote it into law. So why did foreign investors dump a record ₩148 trillion in H1…
Korea’s ‘New Japan Trade,’ One Year In: Did Copying Japan Actually Work?
Global funds call Korea “the new Japan trade.” One year into the Value-Up push, buyback cancellations hit records and the law now forces them — yet…
Korea Quietly Rewrote Its Corporate Law. Wall Street Calls It the ‘New Japan Trade.’
Korea’s Value-Up program is a national attempt to end the chronic “Korea discount.” Unlike past reforms, this one became law — and the policy line has stayed consistent across a change of government. Here’s what actually changed, who wins, and where the skeptics have a point.
Everyone’s Buying AI Chips. Korea’s Quietest AI Trade Builds Reactors.
The AI power crunch revived the global nuclear cycle, and Korea is the rare country that can still build reactors on time and on budget. Here are the listed Korean nuclear stocks — and the policy risk foreign investors keep missing.