DeC

@XengomDeC

元LJLプロ・コーチプロフィール：@Namjak_krさん経済・政治アカウント：@FinanceDeC

대한민국 화성시

Joined September 2014

1.6K Following

2.7K Followers

32.7K Posts

XengomDeC retweeted

Bull Theory

@BullTheoryio

8 days ago

🚨 SOUTH KOREA JUST PROPOSED TAXING UNREALIZED GAINS. And this is one of the major reasons behind today's massive selloff in the Korean market, now being called BLACK TUESDAY in Korea. At a forum hosted by South Korea's ruling Democratic Party, lawmakers called for comprehensive taxation that would treat unrealized gains on stocks and real estate as taxable income, even before the asset is ever sold. The ruling party has pushed escalating wealth tax measures throughout 2026, including a February forum proposing to lower the real estate capital gains exemption threshold from 1.2 billion won to 800 million won, and an April push to abolish the long term holding tax deduction entirely. Today is the first time this campaign has explicitly extended to taxing unrealized stock gains. Under current law, investors are taxed only when they sell a stock and realize a profit. Under this proposal, investors could owe tax on paper gains they have not sold or collected, simply for holding a stock that went up in value. The Netherlands tried almost this exact policy four months ago. On February 12, 2026, Dutch lawmakers passed a law taxing unrealized gains on stocks, bonds, and crypto at a flat 36% every year, whether or not anything was sold. The backlash was immediate. A petition against it gathered more than 61,000 signatures, and Shopify CEO Tobi Lutke called it "the dumbest thing any government on planet earth is pursuing right now." Just 13 days after the bill passed, the Dutch finance minister announced the government would scrap the unrealized gains portion entirely, admitting the law "cannot pass as is." This lands directly on a South Korean market that just ran up nearly 95% over the past year, built largely on heavy retail buying with borrowed money. A tax on gains that exist only on paper is a direct threat to the exact rally that created that exposure in the first place.

BullTheoryio's tweet photo. 🚨 SOUTH KOREA JUST PROPOSED TAXING UNREALIZED GAINS.

And this is one of the major reasons behind today's massive selloff in the Korean market, now being called BLACK TUESDAY in Korea.

At a forum hosted by South Korea's ruling Democratic Party, lawmakers called for comprehensive taxation that would treat unrealized gains on stocks and real estate as taxable income, even before the asset is ever sold.

The ruling party has pushed escalating wealth tax measures throughout 2026, including a February forum proposing to lower the real estate capital gains exemption threshold from 1.2 billion won to 800 million won, and an April push to abolish the long term holding tax deduction entirely.

Today is the first time this campaign has explicitly extended to taxing unrealized stock gains.

Under current law, investors are taxed only when they sell a stock and realize a profit.

Under this proposal, investors could owe tax on paper gains they have not sold or collected, simply for holding a stock that went up in value.

The Netherlands tried almost this exact policy four months ago.

On February 12, 2026, Dutch lawmakers passed a law taxing unrealized gains on stocks, bonds, and crypto at a flat 36% every year, whether or not anything was sold.

The backlash was immediate. A petition against it gathered more than 61,000 signatures, and Shopify CEO Tobi Lutke called it "the dumbest thing any government on planet earth is pursuing right now."

Just 13 days after the bill passed, the Dutch finance minister announced the government would scrap the unrealized gains portion entirely, admitting the law "cannot pass as is."

This lands directly on a South Korean market that just ran up nearly 95% over the past year, built largely on heavy retail buying with borrowed money.

A tax on gains that exist only on paper is a direct threat to the exact rally that created that exposure in the first place.

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DeC @XengomDeC

7 days ago

別に... 韓国の国民年金が下を支えてくれてたけど、もう韓国株の枠が限界を越えちゃって支えられなくなってるのがでかいかな。その次が３番のやつ

Jukan @ICML

@jukan05

8 days ago

Why did the KOSPI fall today? 1. Korean leverage trading has climbed to excessively high levels. 2. Ahead of Micron's earnings, profit taking is underway, with talk that buyside expectations have become too elevated. 3. Korean lawmakers are discussing imposing taxes on unrealized gains from stocks. 4. SK Hynix overtaking Samsung Electronics in market capitalization is being read as a market top signal. Commentary: With Samsung Electronics' earnings scale still exceeding that of SK Hynix, a reversal in market cap can be interpreted as a sign of market overheating. 5. A delay in SK Hynix's ADR listing. 6. The failure of the Korean market to gain inclusion in the MSCI developed markets index, and so on.

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