국민연금 ‘170조 매도폭탄’ 피했다…올해 국내주식 비중 20.8%로 확대 국민연금이 올해 국내주식 목표비중을 기존 14.9%에서 20.8%로 5.9%포인트 높였다. 국내주식 전략적 자산배분(SAA·중장기 목표비중 허용범위) 허용범위는 한시적으로 높이는 한편 확대된 SAA 허용범위는 비공개 n.news.naver.com Key Takeaways from the Local News: • The National Pension Service (NPS) of Korea officially raised its 2026 domestic stock target weight from 14.9% … Read more
Exploring why shareholder participation is critical for South Korea’s Value-Up program, even if individual efforts fail.
An analysis of Samsung Electro-Mechanics (009150) suggests that while performance growth and Si Cap order momentum are positive, the excessive valuation due to applying Ibiden’s multiple should be critically approached, and it’s time to consider partial profit-taking.
TICKER: ACN Accenture (ACN) Dividend Investment Analysis Dividend Growth Analysis | Accenture (ACN): Harmonizing 15 Years of Consecutive Dividend Growth and AI Booking Explosion Potential 🏢 A. Business Overview (What They Do) Accenture plc is a leading global professional services company providing a broad range of services and solutions in strategy, consulting, digital, technology, and … Read more
South Korea’s robust semiconductor industry has long been a beacon for global investors. However, the recent noise surrounding Samsung’s labor disputes may be obscuring a more insidious economic reality: a structural inflation trap driven by “QE-lite” liquidity injections. 1. The Alarm Bells: 1,500 KRW and 4.17% Yields The speed of the Won’s collapse is breathtaking. … Read more
Is a ‘Dividend King’ with 50 years of growth always safe? Explore the truth behind debt and cash flow hidden in Boeing’s collapse.
KT announced on the 12th that its consolidated Q1 revenue was KRW 6.7784 trillion and operating profit was KRW 482.7 billion. Revenue decreased by 1% and operating profit by 29.9% compared to the same period last year. Operating profit decreased due to a high base effect from one-off property sale gains in the previous year, but the decline was mitigated by improved performance from KT Estate and content group companies …
INSIGHT The Dual Structure of the Korean Market The South Korean stock market operates on two primary engines: the KOSPI (Main Board) and the KOSDAQ (Secondary Board). While they may seem similar to the NYSE and NASDAQ at first glance, the unique industrial landscape and regulatory environment in Korea present a distinct set of characteristics … Read more
Analyzing JNJ, the Dividend King with 63 years of growth. Dividend yield 2.42%, fair value $200.4. Exploring growth potential in Oncology despite one-time noise.
© News1 / Reporter Kim Young-woon, April 23, 2026 The legendary No-Union myth of Samsung Electronics has officially dissolved into the silence of the Giheung and Pyeongtaek campuses. For the first time in its 55-year history, the tech giant is facing a coordinated strike. While global headlines focus on potential production delays, they are missing … Read more