
Reading Korea's value-up trend takes more than screening for low PBR β disclosure follow-through, ROE, and shareholder-return policy matter just as much.
Reading a KOSPI semiconductor-and-AI rally takes more than the index number β market-cap weight, exports, foreign flows, and currency all matter.

Dividends, buybacks, and cancellations all get lumped together as shareholder returns, but each comes with its own filing and timeline worth checking separately.