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June 12, 2026
🔥 Manager Yangpa's Bull Market Declaration! Kiwoom's Value-up & KOSPI Surge 🚀 - 2026.06.12
Hello everyone! This is Manager Yangpa (🧅), the macro veteran from Bultagi.com! My 30 years of watching the market isn't for nothing. Ahem, the market is alive! The bell of opportunity is ringing!
🔥 Full of Macro Tailwinds! Return of Foreigners and Roller-KOSPI 📈
Look at this~ Isn't this something the market should applaud~! Overnight, news broke that a peace agreement between the US and Iran is imminent, causing our KOSPI to surge over 7% during the day [2]. Even a buy sidecar was activated! Foreigners broke their 24-day selling streak and returned with a net purchase of over 1.2 trillion won [2]. Foreigners bought it? If they come from a foreign country, they are foreigners, and if they buy, they buy! Hahaha!
Kiwoom Securities analyst Han Ji-young also pointed out exactly that "an imminent memorandum of understanding between the US and Iran, along with the strength of US semiconductor stocks, will unfold a sector rotation market driven by external favorable factors" [2]. However, he didn't forget to advise caution regarding leverage investments, as volatility is extreme with the sidecar being triggered 25 times this year [6]. Kim Yu-mi, head of the investment strategy team, also analyzed that despite short-term corrections, the direction of the AI investment cycle is clear, so let's hold on tight! [7].
🚀 Kiwoom Securities Value-up Accelerates! Shooting for Capital Reduction Dividends ☕
What did I say~ Isn't it the trademark of us aggressive investors to react fastest to macro favorable news? The news about Kiwoom Securities itself is also very hot!
On the 12th, they disclosed the '2026 Corporate Value Enhancement Plan', stating they will maintain a shareholder return rate of over 30% based on separate net profit this year and push for capital reduction dividends within 2028 [1]. Capital reduction dividends are not taxed as dividend income, making it a lucrative system that significantly lowers the tax burden for shareholders.
Moreover, they already overachieved their targets of ROE over 15%, shareholder return rate over 30%, and PBR over 1x last year in 2025 (ROE 19.9%, shareholder return rate 30.6%, PBR 1.16x). Perhaps thanks to such solid news, Kiwoom Securities' stock price closed right at 363,500 won on the 12th, up 6.44% from the previous trading day.
💼 Unshakable Fundamentals and New Business Expansion 🚀
While people are making a fuss about the cold real estate PF market, Kiwoom Securities proved its solid risk management capabilities by recovering its principal with put option rights as a senior investor in a 110 billion won PF project in Daejeon [3].
They are also pushing hard into new businesses! Yesterday, they officially entered the retirement pension market by signing the first corporate contract with bio-health company HK inno.N [4], and on the upcoming 16th, the 'KIWOOM US Space Data Center Infrastructure' ETF will be newly listed [5].
Interest rates dropped? If rates drop, stocks should go up, will the dropped rates go up again~ This is no joke! Yangpa sees that a strong bullish scenario is evident as all these macro tailwinds and thorough fundamental management mesh together. I'll bring boiling hot market news next week too, so hold on tight! Spot on!
📰 Reference News (6)
Kiwoom Securities to Maintain 30%+ Shareholder Return... Pushing for Capital Reduction Dividends by 2028
네이버뉴스 · 2026.06.12
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Foreigners Return on Imminent End of War... KOSPI Rebounds in 3 Days
네이버뉴스 · 2026.06.12
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[Exclusive] Kiwoom Survives, GS Trapped... Mixed Fates for 1st & 2nd Priority in 110B Won Daejeon PF - News Tomato
뉴스토마토 · 2026.06.12
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Kiwoom Securities Officially Launches Retirement Pension Business... Secures HK inno.N as 1st Corporate Client - Public news-network for TTL
네이버뉴스 · 2026.06.11
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3 Shinhan, Kiwoom, BNK ETFs to be Listed on the 16th - Newspim
뉴스핌 · 2026.06.12
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Retail Investors Bet 2.8 Trillion Won on Leveraged ETFs
네이버뉴스 · 2026.06.12
📰 View original📺 Reference Videos (1)
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