Korea's Paradox: World-Class Companies, 69% Trading Below Book Value

Описание: 69% of Korea's stock market trades below book value — despite owning Samsung, SK Hynix, and the world's second most-watched content on Netflix. The "Korea Discount" is one of the most persistent valuation anomalies in global finance. Can the new Corporate Value-Up Program fix it?

What you'll learn:
• Why 69% of Korean stocks trade below book value (the "Korea Discount")
• The Corporate Value-Up Program: Korea's attempt to copy Japan's governance revolution
• Naver's Agent N and Kakao's Kanana: Korea's agentic AI race
• K-content as an asset class: $6.5B in annual spillover exports and Netflix's $2.5B commitment
• Why the chaebols have a financial incentive to keep valuations low
• The won at 1,470: why currency weakness is eating into reform gains

Timestamps:
00:00 Hook: 69% Below Book Value
01:00 The Korea Discount Explained
04:00 Political Crisis to Recovery: Martial Law to Value-Up
07:00 Naver & Kakao's Agentic AI Push
10:00 K-Content: The World's Second Most-Watched Category
13:00 Contrarian Corner: Why Value-Up Will Disappoint
17:00 Action Items: How to Play Korea Selectively

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【SOURCES】
[Glass Lewis] Navigating South Korea's Corporate Value-Up Program https://www.glasslewis.com/article/na...
[Aberdeen] Will Korea's value-up program be a game changer? https://www.aberdeeninvestments.com/e...
[ING] Asia 2026: 6 questions for Korea's recovery https://think.ing.com/articles/korea-...
[Korea Herald] S. Korean economy grows 1 pct in 2025; Q4 GDP contracts https://www.koreaherald.com/article/1...
[Korea Times] Naver, Kakao gear up for agentic AI era in 2026 https://www.koreatimes.co.kr/business...
[KoreaTechDesk] Korean Startups Dominate CES 2026 Best of Innovation Awards https://koreatechdesk.com/ces-2026-be...
[Deadline] South Korean Content Second Only To U.S. In Netflix's Global Viewership (Apr 2025) https://deadline.com/2025/04/south-ko...
[KEIA] Political Turbulence Clouds South Korea's Economic Outlook https://keia.org/the-peninsula/politi...
[KED Global] Economists see no Bank of Korea rate cut in 2026 amid weak won https://www.kedglobal.com/economy/new...
[KoreaTechDesk] K-Content Investment Critical Window 2026 https://koreatechdesk.com/k-content-i...