韩国交易所 CEO：预计韩国综合股价指数将达 6000 点 承诺清退 “僵尸企业”

Core Viewpoint - The CEO of the Korea Exchange, Jeong Eun Bo, expressed optimism that the recent surge in the Korean stock market will continue as the country advances measures to improve shareholder returns and attract global capital [1][2]. Market Performance - The Korea Composite Stock Price Index (Kospi) is currently about 2% away from the significant 5000-point mark, which is a key target in President Yoon Suk-yeol's campaign promises [1][2]. - Over the past 12 months, the Kospi has seen a cumulative increase of over 94% [1][2]. Sector Contributions - The recent rise in the Korean stock market is largely attributed to the strong performance of stocks in the artificial intelligence and defense sectors, which are currently in high demand globally [1][2]. - Legislative reforms aimed at enhancing corporate governance have also contributed to the market's positive momentum [1][2]. Future Projections - Jeong Eun Bo indicated that if the Kospi surpasses the 5000-point threshold, reaching 6000 points is not out of reach, representing a potential increase of 22% from the current levels [1][2]. - The Kospi has been on a remarkable upward trend, achieving a new historical high after rising for 12 consecutive trading days [1][2]. Market Risks - Some market observers, such as strategists from HSBC, have advised caution due to concerns over market breadth, significant depreciation of the local currency, and potential bubbles in the artificial intelligence sector [1][2]. - The Korea Exchange is intensifying efforts to delist "zombie companies," which are firms that have long-term revenues insufficient to cover interest costs, to restore market confidence [1][2]. - Jeong Eun Bo noted that the number of listed companies in Korea, approximately 2800, is excessive relative to the country's economic size and capital market scale [1][2].