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The FSS preliminary tally puts domestic bank and bank holding company total capital ratio at 15.77% as of end-June, up 0.03 percentage point from the prior quarter, with CET1 at 13.62% (+0.12pp) and Tier 1 at 14.84% (+0.08pp). The driver is mechanical but shareholder-relevant: stable quarterly net income plus rights offerings expanded common equity faster than risk-weighted assets, which preserves headroom for buybacks and dividends under the value-up push and keeps credit supply capacity intact rather than forcing deleveraging. The variable to track is RWA growth from household and corporate lending plus FX translation effects tied to USD/KRW, since a weaker won inflates RWA and can erode the CET1 buffer that underwrites bank sector capital return plans.
As a Macro signal, watch whether it changes price action, volatility, or flows around KOSPI.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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