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

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