KB Securities Selects 12 Stocks for 'KB Again Buy Korea'

On the 15th, KB Securities announced that it selected 12 stocks related to 'KB Again BUY KOREA' based on the value appreciation prospects of undervalued large-cap blue-chip stocks through a research report titled 'KB Strategy, Return of BUY KOREA: Again BUY KOREA' released on the 12th.

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Earlier this month, the Ministry of Economy and Finance announced a capital market advancement plan that includes corporate tax reduction benefits for companies that increase shareholder returns, thereby specifying the policy of the value-up program. This government value-up program is expected to enhance corporate value through expanded shareholder return rates, stabilize exchange rates due to capital market opening, and increase foreign investment inflows.

Accordingly, KB Securities Research Division selected 12 stocks eligible for benefits from government policies under the 'KB Strategy, Return of BUY KOREA: Again BUY KOREA' research report and provided investment guidance. The selected stocks are Samsung Electronics, SK Hynix, LG Electronics, Hyundai Motor, Hyundai Mobis, Hana Financial Group, Kia, Samsung C&T, GS, KT, Samsung Fire & Marine Insurance, and Kiwoom Securities.

In the report, KB Securities observed that interest in the Korean stock market is growing among investors who earned significant profits through Japan’s value-up program and those who missed the rising opportunities in the Japanese stock market. Especially in the second half of the year, it is expected that foreign investors’ buying strength will intensify each time the value-up program policy advances become visible.

Furthermore, shareholder-friendly policies through amendments to tax and commercial laws are anticipated to expand the participation of foreign investors in the Korean stock market, further grow the individual investor base, which has surged to 14 million, and serve as a catalyst for changes in household asset structures.

Finally, similar to Japan’s value-up program, which has been continuously promoted for over 20 years, Korea’s value-up program is also designed as a long-term project and is expected to act as a long-term driving force for the stock market’s upward momentum.

Kim Dong-won, head of KB Securities Research Division, stated, "Currently, it is judged that increasing the weighting of large-cap stocks expected to benefit from government policies is necessary, and it is anticipated that investor participation will expand in line with corporate changes."

The ‘KB Strategy, Return of BUY KOREA: Again BUY KOREA’ research report can be accessed on the KB Securities website, KB Securities Research website, and the mobile trading system (MTS) KB M-able.

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