Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

KT&G: A Big Share Buy Back and Dividends Program (A Key Value Play Amidst of Market Uncertainty)

Korea Dividend Stocks: +4% Yearend Yield & +50% YoY Growth with +₩10B ADTV

Quantitative Analysis

South korea Financials / Quantitative Analysis

In this insight, we provide a list of 20 stocks in KOSPI with at least 4% dividend yield and more than $500 million in market cap. These 20 stocks are down on average 0.4% in the past month, outperforming KOSPI which is down 3.4% in the same period. Clearly, it appears that many investors have been starting to allocate more capital to the higher dividend paying stocks in the past several weeks.Among these 20 stocks, we believe that five stocks in particular, are interesting which are the ones with the highest share price performance in the past one month combined with at least 4% dividend yield. These five stocks are as follows:<ul>
<li>Industrial Bank of Korea (024110 KS)</li>
<li>
<a href="https://www.smartkarma.com/entities/korean-reinsurance-co" target="_blank" data-smartkarma-citation="entities:3436:1" rel="noopener">Korean Reinsurance Co (003690 KS)</a> </li>
<li>
<a href="https://www.smartkarma.com/entities/jb-financial-group-co-ltd" target="_blank" data-smartkarma-citation="entities:16104:1" rel="noopener">Jb Financial Group (175330 KS)</a> </li>
<li>
<a href="https://www.smartkarma.com/entities/kyobo-securities-co-ltd" target="_blank" data-smartkarma-citation="entities:3224:1" rel="noopener">Kyobo Securities (030610 KS)</a> </li>
<li>
<a href="https://www.smartkarma.com/entities/samsung-card-co-ltd" target="_blank" data-smartkarma-citation="entities:573:1" rel="noopener">Samsung Card Co (029780 KS)</a> </li>
</ul>These five stocks have an average dividend yield of 4.6% and their share prices are up on average 8.1% in the past one month, vastly outperforming KOSPI which is down 0.3% in the same period.

In this insight, we provide a list of 20 stocks in KOSPI with at least 4% dividend yield and more than $500 million in market cap. These 20 stocks are down on average 0.4% in the past month, outperforming KOSPI which is down 3.4% in the same period. Clearly, it appears that many investors have been starting to allocate more capital to the higher dividend paying stocks in the past several weeks.Among these 20 stocks, we believe that five stocks in particular, are interesting which are the ones with the highest share price performance in the past one month combined with at least 4% dividend yield. These five stocks are as follows:
Industrial Bank of Korea (024110 KS)

Korean Reinsurance Co (003690 KS) 

Jb Financial Group (175330 KS) 

Kyobo Securities (030610 KS) 

Samsung Card Co (029780 KS) 
These five stocks have an average dividend yield of 4.6% and their share prices are up on average 8.1% in the past one month, vastly outperforming KOSPI which is down 0.3% in the same period.

High Dividend Yielding Stocks With Momentum in Korea Outperforming KOSPI