2026 Korea Conference Takeaways for credit investors

研报英文原文证据摘录

2026 Korea Conference Takeaways for credit investors

Accessible version

Asia Pacific Credit Update

2026 Korea Conference Takeaways for

credit investors

Industry Overview

2026 Korea Conference; 17 credit issuers we met 22 June 2026

BofA Global Research hosted its 2026 Korea Conference in Seoul during the week of Global Corporate Credit

June 15. We met with 17 credit issuers, alongside macro and industry experts in plenary Asia Pacific

sessions. Detailed takeaways are provided in this note. Please refer to reports from BofA Suyang Lu

Korea Equity Team 2026 Korea Conference: Day 1 & Day 2 for additional insights. Research Analyst

Merrill Lynch (Hong Kong)

Key sectors’ fundamental backdrop are constructive +852suyang.lu@bofa.com3508 5066

Based on the plenary sessions and corporate meetings, Korea’s industry backdrop Jing Peng

remains broadly supportive. Macro conditions appear constructive, with economic ResearchMerrill LynchAnalyst(Hong Kong)

growth expected to be underpinned by robust net exports. Our Economist expects the +852 3508 3105

jing.peng2@bofa.com

Bank of Korea could raise the policy rate to 3% by end-2026, amid stronger growth and

inflationary pressure. Across major credit-issuing sectors, fundamentals are largely on an LefuResearchLi, CFAAnalyst

improving trajectory from a credit perspective. A potential ceasefire-driven Merrill Lynch (Hong Kong)

+852 3508 2142

normalization in oil prices could be supportive for utility issuers by easing procurement lefu.li@bofa.com

cost pressure. Korean battery makers should see improving fundamentals as local Sirius Chan

production ramps up and ESS demand momentum strengthens. However, Korean Research Analyst

chemical issuers may continue to face margin pressure from oversupply after +852 3508 3100