Woori Financial Group (316140) 2026 stock analysis: non-bank M&A strategy, government stake divestment, ROE vs ROTE gap versus peers, Value-Up Program, Basel III CET1, and access via EWY/FLKR for foreign investors.
Hana Financial Group (086790) 2026 stock analysis: FX and overseas network strengths, non-interest income diversification, Korea Value-Up Program, PBR discount path, and EWY/FLKR access for foreign investors.
XLF gives investors the entire U.S. financial sector in one trade — but its top-two holdings dominance and complex rate relationship deserve scrutiny. A practitioner's breakdown for 2026.
KB Financial Group (105560) 2026 stock analysis for US investors: CEO Yang Jong-hee's digital strategy, NIM and CIR dual improvement, real estate PF provisioning cycle, ADR access, and Korean dividend withholding tax.
Shinhan Financial Group (055550) 2026 outlook for US investors: treasury share cancellation progress, 50% CCR policy, NIM vs KB Financial, PF loan normalization, and how to access Korean bank stocks from the US.