US Dividend Tax in Korea: 15% Withholding and the 20M Won Line
US dividends lose 15% at source and nothing more in Korea — lighter than the 15.4% on Korean dividends. The real split comes at 20 million won of annual financial income.
Category
US Stocks 9 posts
Alphabet Q2 2026: Cloud Up 82%, Free Cash Flow Negative
Alphabet posted $119.8B in Q2 revenue and 82% cloud growth, yet free cash flow turned negative at -$5.86B — the first quarterly deficit since its 2004 listing.
GOOGL vs GOOG: Alphabet's Three Share Classes and the Price Gap
GOOGL is Alphabet's Class A stock with one vote per share; GOOG is Class C with none. Returns are virtually identical — here is how the founders' 52.7% voting lock and the small price gap actually work.
Chip Rebound: Telling a Dead Cat Bounce from a Real Turn
The Philadelphia Semiconductor Index fell about 26% from its peak before bouncing. What separates a dead cat bounce from a genuine trend change is not price, but Big Tech's capex guidance.
US Stocks Capital Gains Tax: The 2.5M Won Deduction and Sell Planning
The key to overseas stock capital gains tax is the annual 2.5 million won basic deduction. Designing your sell timing and the order of loss offsets can legally reduce your tax burden. This guide walks through the calculation structure and the traps that are easy to miss.
10-Year Treasury at 4.5%: What Changes When the Discount Rate Shifts
When the risk-free rate rises, future cash flows lose present value because investors' required returns have changed. With the 10-year yield around 4.5%, this note frames how equity valuations are being repriced.
AI CapEx Cycle Mid-Check — What HBM Tells Us About the Next Stage
If GPU demand was AI CapEx's Act 1, the market is searching for Act 2's lead. SK Hynix's HBM legacy and Korea's 'intelligence export' debate suggest gravity is shifting from hardware to software layers. This piece examines what accelerates or reverses that transition.
Hanwha Philippines Wins US Navy Deal: K-Defense's Next Question
Hanwha won two US Navy missile range ships (~3 trillion won) via its Philippine subsidiary. With an overseas entity — not a domestic yard — as the direct contracting party to a US military order, K-defense's expansion has turned a new page from exports to local orders.
July 2026 FOMC Preview — Why Rate-Cut Hopes Keep Getting Deferred
Beyond inflation stickiness, the Fed's repeated delays reflect geopolitical energy risk, labor resilience, and institutional conservatism. A July hold is most likely; the real variables are a few leading indicators, not the dot plot.