← Watchtower
April 28, 2026

South Korea's stock market is the hottest in the world right now.

Key stats on the top 20 companies by market cap:

◾ Largest market cap: Samsung, ~$977B (#13 globally)
◾ Cheapest stock: SK Hynix, Forward P/E = 3 (!)

◾ Top YTD performer: Samsung Electro-Mechanics, +211%

◾ Fastest revenue growth (next 3Y): SK Hynix, +68% annualized

◾ Top dividend yield: Kia, 4.5%

◾ Top FCF yield: Kia, 8.9%

◾ Top Bastion Quality Score: SK Hynix, 98/100

◾ Top Bastion Risk Shield Score: HD Hyundai Heavy Industries, 80/100

◾ Top Bastion GEAR+ Score (Growth + Efficiency at Reasonable Price):

SK Hynix 98

HD Hyundai Heavy Industries 96

Samsung 88

Memory chips, shipbuilding, EVs, biopharma. Korea has it all, and some valuations remain shockingly low.