Urgent Governance Overhaul Needed to Avert Delisting

● Delisting-Deserving Companies

The Impact of Improved Corporate Governance and Capital Flow on Our Economy

1. Scarcity and Efficient Allocation of Capital

Capital is a scarce resource essential for companies to grow or create new businesses.
Currently, Korean companies feel like they have ‘constipation’ because capital is not being used effectively.
Improving corporate governance is essential to solve this problem.

2. The Necessity and Effects of Improving Corporate Governance

Legal and institutional improvements directly lead to improvements in the internal governance structure and articles of incorporation of companies.
In the case of Japan, the government-led governance improvement was implemented to overcome low growth, not just to increase stock prices.
If Korea does not have such a movement, it is difficult to expect positive effects such as consumption activation, increased start-ups, and stock price increases.

3. Investment Approach: Understandable Business and Structural Analysis

The most important thing when investing is to focus on a solid business model that you can understand.
You must carefully analyze the detailed governance structure, such as the company’s articles of incorporation, the interests of controlling shareholders, and the composition of the board of directors.
Rather than simply judging a discounted stock price as cheap, it is necessary to look at the internal structure to see why it is undervalued and then seize the opportunity.

4. Changes in the Investment Environment Brought About by Legal Revisions and Structural Improvements

If legal improvement measures such as the revision of the Commercial Act or the introduction of directors’ duty of loyalty are taken, companies that were previously undervalued may rebound significantly.
In particular, there may be an opportunity for stocks with a PBR of 0.1x to see their stock prices double or triple after legal improvement.
These changes will lead to various events in the M&A and delisting, resulting in improved economic efficiency.

5. Virtuous Cycle Effect of Governance Improvement and Economic Revitalization

When companies start allocating capital transparently and efficiently through governance improvements, consumption activation and investment in new industries will naturally be activated.
As a result, retirees can diversify their investment portfolios, and the activation of the national capital market and increased economic efficiency are expected.
Investors can seek opportunities to strengthen national competitiveness and generate stable returns from a long-term perspective.

6. Investor Roles and Response Strategies

From an investor’s perspective, it is necessary to focus on the possibility of changes due to legal and institutional improvements, rather than short-term anger or frustration.
Rather than waiting for the stock price to rise, it is effective to buy undervalued stocks in advance and ride the wave of change together.
In the end, a long-term investment strategy focusing on the key keywords of investment, capital market, corporate value, governance, and economy is important even in the global economic environment.

< Summary >

Capital is a scarce resource, so if capital is used efficiently through improved corporate governance, it will have a positive impact on economic revitalization.
As in the case of Japan, legal revisions and improvements in articles of incorporation and governance structure can induce the rebound of undervalued stocks, M&A, and delisting.
Investors should carefully analyze business models and internal structures that they understand and focus on stocks with long-term growth potential.
These changes are expected to lead to consumption activation, new industry development, and capital market activation, which will greatly improve national economic efficiency.

*YouTube Source: [이효석아카데미]

– 이런 회사들은 상장폐지가 답입니다ㅣ얼라인파트너스자산운용 이창환 대표 [2부]

● AI Arms Race: The Real Threat

Latest Global AI Hegemony War and Global Economic Outlook

1. Advent of AI and the Prelude to Hegemony

AI technology goes beyond simple tools to perform the role of the brain (LRM)
Possesses a threatening power comparable to existing nuclear weapons
Countries and companies are all rushing to establish AI cartels

2. National AI Strategies and Responses

The U.S. seeks to maintain overwhelming technological prowess through large-scale investments such as Stargate
China is leveraging low-cost, high-efficiency data through open-source strategies such as DeepSeek
Europe is moving to protect its sovereignty through regulations and carbon border adjustments
India is attempting to secure next-generation competitiveness with abundant talent and data
South Korea is busy responding as a latecomer with a Naver-centric API strategy and government countermeasures

3. Global Data Economy and Corporate Competition Reorganization

AI technology becomes the core of corporate competition beyond traditional industries
Data emerges as a new competitive advantage, and the AI hegemony war shifts to the data economy
The formation of transnational corporations and cartels, and the blurring of national borders are becoming prominent
Organizational structure centered on project managers (PMs), foreshadowing a corporate model with only brands and executives remaining

4. Future Prospects and Response Tasks

The AI hegemony war has a decisive impact on the global hegemonic structure beyond simple competition
Technology will soon become universal, and the difference lies in data ownership and utilization
Governments and companies in each country must focus all their efforts on organizing laws, systems, and regulatory environments
Startups and innovative companies are expected to play a key role in developing AI brains and securing global economic leadership

Looking at the latest global economic outlook, AI has evolved into an LRM paradigm that goes beyond simple technology to perform the role of the brain.
Countries such as the United States, China, Europe, India, and South Korea are waging a hegemonic war by pursuing different AI strategies.
In this process, data is emerging as a new competitive advantage, leading to transnational corporate cartels and national sovereignty issues.
In the future, as technology becomes universal, the differentiating factor will be determined by data ownership and utilization, and government and corporate system organization and startup innovation will be key to responding.
Key SEO keywords: AI, hegemony war, global economy, data, technology

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*YouTube Source: [경제 읽어주는 남자(김광석TV)]

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● Kim Jong-un, Tightened Security – Military Unrest?

Analysis of Internal Conflicts in North Korea and the Background of Kim Jong-un’s Enhanced Security

The internal situation of the North Korean regime is unfolding in a complex manner.
This article details how strained relationships between family members, the accumulation of discontent within the regime, and distrust towards Kim Jong-un’s close aides have led to the strengthening of Kim Jong-un’s security, in chronological order.
By reading to the end, you can understand how the political instability within North Korea can impact the global economic outlook and international politics.

1. Strained Family Relationships and Shock

– Recently, there has been a noticeable trend within North Korea where descendants do not visit high-ranking figures like their fathers or grandfathers on their birthdays.
– From the perspective of military veterans and veteran members of the Workers’ Party, this behavior is seen as a lack of traditional etiquette and loyalty.
– This strained family relationship is not just a personal issue but a crucial factor affecting trust and solidarity within the system.

2. Internal Dissatisfaction and Leadership Threat Factors

– Although there is no organized rebellion among the power elite within North Korea, resentment and opposition towards Kim Jong-un are gradually accumulating.
– As dissatisfaction among the vested interests within the regime grows, it acts as a potential factor that could threaten Kim Jong-un’s leadership.
– This dissatisfaction can also affect the stability of the North Korean system.

3. Kim Jong-un’s Enhanced Security Measures

– Recently, Kim Jong-un does not show blind trust not only in his core aides but also in ordinary military generals.
– Movements to quell internal unrest are observed, such as slightly increasing the number of bodyguards and strengthening the security system.
– This shows how serious the internal distrust within the regime is and signals that tension is escalating in terms of maintaining the system.

4. Future Prospects and Impact on the Global Economy

– Internal instability, enhanced security, and threats to leadership in North Korea can have repercussions beyond internal issues, affecting the international situation.
– In a situation where uncertainty has increased, it is possible that it will act as a related variable in the global economic outlook, political analysis, and international affairs.
– If conflicts within the system are prolonged, tensions with the international community may escalate, affecting the regional economy and global markets.

< Summary >

Summary of Internal Conflicts in North Korea and Enhanced Security

Summary of Key Contents

Strained family behaviors and growing dissatisfaction among the vested interests within the regime in North Korea.
Kim Jong-un senses these dissatisfactions and threats, and takes measures to strengthen security due to anxiety of not being able to trust even his core aides.
Tensions within the regime are linked to important SEO keywords such as international affairs, global economic outlook, North Korean economy, political analysis, and security systems.
The unstable atmosphere of the regime may directly and indirectly affect the global economy.

*YouTube Source: [달란트투자]

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