Stock Picks and Strategy

Why Korean Dividend Stocks? Korean stocks are known for their low valuations and historically lower dividend yields compared to global peers. However, dividend culture in Korea has been improving significantly since 2022, driven by: Government pressure on companies to return cash to shareholders The Korea Discount narrowing campaign Corporate governance reforms What to Look For When screening Korean dividend stocks, focus on: Dividend yield above 3% Payout history of 5+ consecutive years Payout ratio below 60% (sustainable) Strong free cash flow Low debt ratio Top Dividend-Paying Sectors in Korea 1. Telecom Korean telecom companies (KT, SK Telecom, LG Uplus) consistently pay 4-6% dividend yields with stable cash flows. ...

Where to Find Korean Financial Statements DART (Data Analysis, Retrieval and Transfer System) DART (dart.fss.or.kr) is Korea’s official financial disclosure system — equivalent to the US SEC EDGAR. All Korean listed companies must file reports here. DART now offers an English interface and many large companies file English versions of their reports. Key Report Types Korean Name English Name Frequency 사업보고서 Annual Report Yearly 반기보고서 Semi-annual Report Every 6 months 분기보고서 Quarterly Report Every 3 months 공정공시 Fair Disclosure As needed Key Financial Terms Income Statement (손익계산서) Korean English 매출액 Revenue / Sales 영업이익 Operating Income 당기순이익 Net Income EPS (주당순이익) Earnings Per Share Balance Sheet (재무상태표) Korean English 자산총계 Total Assets 부채총계 Total Liabilities 자본총계 Total Equity 부채비율 Debt-to-Equity Ratio Key Ratios Korean English What to Look For PER P/E Ratio Lower = cheaper PBR P/B Ratio Below 1 = undervalued ROE Return on Equity Higher = better DIV Dividend Yield Higher = more income Using DART API for Automated Data DART provides a free API for programmatic access: ...

Why Korea Dominates EV Batteries South Korea is home to three of the world’s top EV battery manufacturers, collectively known as the K-Battery trio: LG Energy Solution (373220) — World’s second largest EV battery maker Samsung SDI (006400) — Premium batteries for BMW, Stellantis SK On (subsidiary of SK Innovation 096770) — Batteries for Ford, Hyundai Together, these three companies supply batteries to most major global automakers. The K-Battery Supply Chain Korea’s battery ecosystem extends beyond the three cell makers: ...

Overview The Korean stock market (KRX) and US stock market (NYSE/NASDAQ) share many similarities but have important structural differences that every investor should understand. Key Differences at a Glance Factor Korean Market (KRX) US Market (NYSE/NASDAQ) Daily price limit ±30% None Short selling Heavily restricted Broadly allowed Market hours 9:00-15:30 KST 9:30-16:00 EST Pre/after market Limited Extended (4AM-8PM) Settlement T+2 T+1 Circuit breakers Multiple levels Single level Retail participation Very high (~70%) Lower (~30%) Insider trading rules Strict Strict Daily Price Limits One of the most distinctive features of the Korean market: stocks cannot move more than ±30% in a single day. ...