Seoul Economic Daily EnglishCodex · 实盘不做把握 6/10
北京时间·🕒 发布 16:36:33时区推断·⟳ 抓取 16:52:32·⚡ 决策 07-21 17:15:04 +22m32s·98.0 天前
KakaoBank工会宣布7月31日全天罢工
KakaoBank(323410.KS)工会罢工是公司级新增负面,但公司称以年假方式执行、非全员参与,客户服务影响有限。
📄 原文Seoul Economic Daily English↗ 原文
KakaoBank Union Calls Full Strike on 31st After Wage Talks Collapse
The labor union of KakaoBank will stage a full-day strike on the 31st after wage negotiations broke down. Seo Seung-woo…
不做 KakaoBank(323410.KS)
不做:事件方向偏空但强度不足,报道同时称以年假方式执行、非全员参与且服务影响有限;未满足强空催化和借券执行红线。
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研究档案
🔎 新鲜度:最早出现 2026-07-21 · 扩散 medium · price-in 风险 low ↗
关键理由
- KakaoBank(323410.KS)工会罢工是公司级新增负面,但公司称以年假方式执行、非全员参与,客户服务影响有限。
- 管理层提出约经营利润10%的绩效奖金方案,争议焦点是薪酬分配而非业务经营或监管处罚。
主要风险
- 若后续扩大到Kakao总部或持续多日,可能加大运营和舆情压力。
原文全文
展开原文 · 1,472 字
The labor union of KakaoBank will stage a full-day strike on the 31st after wage negotiations broke down.
Seo Seung-wook, head of the Kakao branch of the Korean Federation of Chemical, Textile and Food Industry Workers' Unions under the Korean Confederation of Trade Unions, made the announcement during a picketing protest held at Kakao's Pangyo Agit in Seongnam, Gyeonggi Province, on the 21st. "KakaoBank will conduct a full-day strike on the 31st," he said. "The company did not actively engage in negotiations, and the differences between labor and management were not narrowed."
The strike follows the collapse of wage negotiations. Management proposed paying performance bonuses equivalent to about 10 percent of operating profit, combining cash and treasury shares, but the union demanded a higher level. Mediation by the Gyeonggi Regional Labor Relations Commission also broke down, and the union confirmed the strike after securing 95 percent approval in a vote on industrial action.
The strike on the 31st will be carried out by union members taking annual leave. KakaoBank believes the impact on customer service will be limited, as it operates a non-face-to-face business system and not all employees will participate. The company said it intends to continue dialogue until the strike.
The union also left open the possibility of an additional strike at Kakao's headquarters. "Future struggle plans may change depending on how negotiations proceed," Seo said.
Seo Seung-wook, head of the Kakao branch of the Korean Federation of Chemical, Textile and Food Industry Workers' Unions under the Korean Confederation of Trade Unions, made the announcement during a picketing protest held at Kakao's Pangyo Agit in Seongnam, Gyeonggi Province, on the 21st. "KakaoBank will conduct a full-day strike on the 31st," he said. "The company did not actively engage in negotiations, and the differences between labor and management were not narrowed."
The strike follows the collapse of wage negotiations. Management proposed paying performance bonuses equivalent to about 10 percent of operating profit, combining cash and treasury shares, but the union demanded a higher level. Mediation by the Gyeonggi Regional Labor Relations Commission also broke down, and the union confirmed the strike after securing 95 percent approval in a vote on industrial action.
The strike on the 31st will be carried out by union members taking annual leave. KakaoBank believes the impact on customer service will be limited, as it operates a non-face-to-face business system and not all employees will participate. The company said it intends to continue dialogue until the strike.
The union also left open the possibility of an additional strike at Kakao's headquarters. "Future struggle plans may change depending on how negotiations proceed," Seo said.
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