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KT&G - Flashlight Capital Partners

KT&G

CEO Scorecard (First Year)

38 / 100

Disappointing performance on stock price, valuation, leadership, business strategy, and transparency

Lost 15 Years

KT&G stock price is lower than 15 years ago… why? With better governance, how high can it get?

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HNB is Future

See why tobacco industry is having its “Tesla moment”.

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Free Ginseng

Let’s unshackle the World’s No. 1 ginseng brand from tobacco.

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Focus

The secret of managing 9 non-core businesses without distraction? None.

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Cash

I know it’s a boring subject… but it is almost 70% of market cap.

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ESG Champion

KT&G can be the world ESG champion, “because” it’s a tobacco company.

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LETTERS

Letter to CEO

(Mar 5, 2025)

Letter to BOD

(Oct 13, 2024)

Letter to BOD

(Jul 11, 2024)

Letter to BOD

(Mar 28, 2024)

Letter to Shareholders

(Mar 16, 2023)

Letter to BOD

(Dec 1, 2023)

Letter to CEO

(Apr 19, 2023)

Encouraging voting in AGM

(Mar 25, 2023)

[FCP Column] The reason why FCP is not asking for PoA

(Feb 3, 2023)

[FCP Column] KRW600,000,000,000 loss

(Feb 2, 2023)

Letter to BOD

(Dec 12, 2022)

Letter to BOD

(Oct 26, 2022)

Letter to Shareholders

(Oct 26, 2022)

PRESENTATIONS

Shareholder Presentation

(Mar 14, 2024)

Webinar Slides

(Mar 21, 2023, Korean Only)

Shareholder Presentation

(Mar 16, 2023)

Webinar Slides

(Dec 9, 2022)

Shareholder Presentation

(Oct 26, 2022)

Presentation to Management Team

(May 10, 2022 / Actual Material Used During the Meeting)

VIDEOS

KT&G IR CALL (Feb 6, 2025)

(Mar 5, 2025)

Webinar Recorded

(Mar 14, 2024)

“Secret Behind Past Nine Years”

(Dec 7, 2023)

Webinar Recorded

(Mar 21, 2023, Korean Only)

3pro TV / Is a 10,000 KRW Dividend Possible for KT&G?

(Mar 16, 2023)

[Shorts] Encouraging voting

(Mar 16, 2023)

Announcement AGM Proposals

(Jan 18, 2023)

Webinar Recorded

(Dec 9, 2022)

Response Checklist

(Webinar Dec 9, 2022)

E-mail Template 10Q’s for CEO

(Webinar Dec 9, 2022)

3pro TV / Spotlight Interview with the KT&G Sniper

(Nov 9, 2022)

How to Make KT&G a Global Player

(Oct 26, 2022)

MEDIA

Mar 10, 2025

Flashlight Capital Opposes KT&G’s Attempt to Undermine the Cumulative Voting for CEO Election

Mar 5, 2025

FCP Assesses KT&G CEO’s First-Year Performance

Jan 20, 2025

FCP Files Lawsuit Against KT&G Directors Over “Disappearance of 1 Trillion Won in Treasury Shares”

Jul 11, 2024

Yonhap News / Activist fund proposes changes in CEO compensation scheme at KT&G

Apr 3, 2024

Tobacco Reporter / Investor Welcomes Independent Directors

Mar 15, 2024

KED Global / ISS urges KT&G shareholders to vote against CEO candidate Bang

Jan 25, 2024

Chosun Ilbo / Exclusive: KT&G external directors spend company’s millions on overseas trips with spouses

Jan 23, 2024

KED Global / Flashlight Capital urges KT&G to sue its directors for negligence

Jan 17, 2024

Chosun Ilbo / Exclusive: KT&G faces US Investigation for alleged violations and data manipulation

Jan 11, 2024

Korea JoongAng Daily / KT&G CEO Baek Bok-in turns down reappointment

Dec 7, 2023

Transparency & Fairness: Flashlight Capital Demands Overhaul on KT&G CEO Nomination

Oct 10, 2023

KED Global / KT&G faces another legal battle with Korean activist fund

Apr 19, 2023

Korean Economic Daily / Activist fund FCP demands improved IR transparency from KT&G.

Mar 7, 2023

Flashlight Capital Confirms Nine Agenda Items for KT&G’s 2023 General Meeting and Provides Update to Shareholders

Jan 18, 2023

Flashlight Capital Submits Shareholder Proposals for KT&G’s 2023 General Meeting

Oct 25, 2022

WSJ / Activist Investor Calls for Overhaul of Korean Tobacco Giant KT&G

Mar 29, 2022

Maeil Business News / KT&G’s South-Seoul District Head is the New CEO of KGC

Feb 10, 2022

Chosun Biz / KT&G Becomes No.1 HNB with Philip Morris

May 19, 2020

Chosun Ilbo / KT&G Requests Court Seizure of the Income ofJournalist Who Criticized KT&G

Jan 29, 2020

Seoul Economic Daily / Phillip Morris is Distributing KT&G’s lil?

SUPPORT & UPDATES

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CONTACT

General Inquiry

FLASHLIGHT CAPITAL PARTNERS

contact@flashlightcap.com

For Institutional Investors

GEORGESON

Savoy Lee
+852-2862-8636
asia.engagement@georgeson.com