Korea's 'value-up' push may pressure bank capital: Moody's

Moody's Ratings warned Tuesday that rising shareholder returns and policy-driven lending expansion could pressure Korean banks’ capital buffers, even as the country’s banking system remains broadly sound.

The ratings agency said Korea’s corporate value-up campaign has lifted shareholder returns closer to global peers, while major financial groups have adopted clearer capital targets. “The value-up policy itself has positive aspects,” said Arlene Sohn, assistant vice president and analyst at Mood