mst@fyi:~$ compare korea_value_up_holdcos

The local question is credibility, not just discount.

Samsung C&T and LG Corp are useful Korean peers because both sit in affiliate/control structures and both are judged on whether shareholder-return promises can reduce the domestic holding-company discount.

Samsung C&T coverage Samsung C&T shareholder return LG Corp stock information

Actual Numbers

current quote snapshots and policy figures

Samsung C&T priceKRW 432,500

Samsung Elec stake value citedKRW 67tn

Samsung C&T return policy60-70%

minimum DPSKRW 2,500

LG Corp priceKRW 146,600

LG treasury retirementKRW 500bn

LG shares to retire6.06mn

LG ROE target8-10%

What To Track

Korea-specific discount closure

Samsung C&T	Affiliate dividend pass-through, stake revaluation, construction recovery, bio and nuclear optionality.
LG Corp	Treasury retirement, dividend improvement, interim dividends, ROE target delivery.
SK read-through	SK Square and SK Inc need hard numbers: payout formulas, cancellations, and visible NAV/share accretion.
Main trap	Korean value-up language can be broad; the market rewards executed cancellations more than policy slogans.