Recently, Lee Jae-myung, leader of South Korea’s largest opposition party, the Democratic Party, publicly stated that the South Korean stock market remains undervalued—a remark that has drawn significant market attention. Lee argued that despite South Korea’s solid economic fundamentals and steadily improving corporate profitability, its equity valuations remain lower than those of other major economies. Citing metrics such as the price-to-earnings (P/E) and price-to-book (P/B) ratios, he highlighted that the Korea Composite Stock Price Index (KOSPI) is notably cheaper than markets in the U.S., Japan, and even some emerging economies. Lee further emphasized that South Korean companies—particularly in globally competitive sectors like semiconductors, batteries, and automobiles—are not being fairly valued by capital markets. He attributed this undervaluation to external factors such as geopolitical risks and the U.S. Federal Reserve’s monetary policy, which have dampened investor sentiment and triggered capital outflows. Lee called on the government to implement more proactive capital market reforms, including strengthening investor protections, enhancing corporate governance transparency, and attracting long-term foreign investment to unlock the market’s true potential. His remarks are also seen as laying groundwork for future policy proposals, underscoring his focus on economic issues.
近期，韩国最大在野党共同民主党党首李在明公开表示，韩国股市目前仍被低估。这一观点引发市场广泛关注。李在明指出，尽管韩国经济基本面稳健，企业盈利能力持续改善，但韩股估值水平相较于其他主要经济体仍处于低位。他以市盈率（P/E）和市净率（P/B）等指标为例，说明韩国综合股价指数（KOSPI）的估值明显低于美国、日本甚至部分新兴市场国家。此外，李在明强调，韩国企业在半导体、电池、汽车等关键产业具备全球竞争力，但资本市场对其价值反映不足。他认为，当前外部环境如地缘政治风险、美联储货币政策等因素压制了投资者情绪，导致资金外流，进一步压低了股价。李在明呼吁政府采取更积极的资本市场改革措施，包括加强投资者保护、提升企业治理透明度，并吸引长期外资回流，以充分释放韩国股市的潜在价值。他的表态也被视为在为未来可能的政策主张铺路，凸显其对经济议题的关注与立场。
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