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Jikbang's analysis of Ministry of Land transaction data shows 50.1% of greater Seoul apartment sales last month closed above the prior transaction price, up 3.5 percentage points from 46.6%, with Seoul itself jumping 9.4 points to 57.1%. Renewed housing price momentum raises household leverage and inflation concerns that pressure the Bank of Korea to stay cautious on rate cuts, a headwind for rate-sensitive Korean equities but a tailwind for construction and banking names. Watch whether the government responds with fresh lending curbs or macroprudential tightening, which would be the key counter-signal to the price uptrend.
As a Market signal, watch whether it changes price action, volatility, or flows around KOSPI.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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