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The Korea Enterprises Federation's survey of 674 companies with five or more employees found average summer vacation of 3.8 days this year, with 53% of firms paying holiday allowances; 65.5% of firms with 300+ employees grant five or more days versus a plurality of smaller firms at three days. The gap between large and small employers signals uneven corporate cost capacity and cautious discretionary spending, a mild headwind for Korean domestic consumption plays such as travel, leisure, and retail. Watch the full KEF business outlook portion of the survey and upcoming consumer sentiment data for confirmation of soft second-half domestic demand.
As a Research signal, watch whether it changes price action, volatility, or flows around KOSPI.
Original Source: 연합인포맥스
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