Shinhan Financial Group Co., Ltd. Sponsored ADR Aktie News

Shinhan Financial Group Co., Ltd. (NYSE:SHG ) Q3 2025 Earnings Call October 28, 2025 1:00 AM EDT Company Participants Cheol Woo Park - Head of Investor Relations Sang Yung Chun - Deputy President & Chief Financial Officer Lee Jeong-bin Dong-kwon Bang - Deputy President & Chief Risk Officer Hae Chang Park Conference Call Participants Jun-Sup Jung - NH Investment & Securities Co., Ltd.

Korea's central bank didn't cut rates last month; the nation's policymakers are also pushing through favorable changes relating to corporate governance. I find Shinhan Financial Group's high-single-digit stockholder yield and total payout in the high-40%s to be appealing. My target P/B for Shinhan is 0.83 times pegged to its peer, which translates into an upside of +26%.

Shinhan Financial Group Co., Ltd. (NYSE:SHG ) Q2 2025 Earnings Conference Call July 25, 2025 1:00 AM ET Company Participants Cheol Woo Park - Head of Investor Relations Dong-kwon Bang - Deputy President & Chief Risk Officer Conference Call Participants Jaewoo Kim - Samsung Securities Co. Ltd.

My buy rating for SHG is left unchanged, as the stock still has re-rating potential. I expect the bank to raise its capital return target in the future. Its risks pertaining to potential shareholder sell-downs have diminished, as the private equity overhang is almost gone.