Seoul Economic Daily EnglishCodex · 实盘不做把握 4/10
北京时间·🕒 发布 18:47:37时区推断·⟳ 抓取 19:20:37·⚡ 决策 07-29 20:09:33 +48m56s·89.9 天前
Kakao与工会达成年度薪资谈判初步协议
初步协议有助于结束劳资争议，方向上降低运营扰动。
📄 原文Seoul Economic Daily English↗ 原文
Kakao Reaches Tentative Wage Deal, Nearing End of Labor Dispute
Kakao (035720) and its labor union have reached a tentative agreement in this year's wage negotiations, raising the lik…
不做 Kakao（035720.KS）
劳资争议缓和但协议未最终通过且成本条款未披露，无法量化短线edge，不做
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 初步协议有助于结束劳资争议，方向上降低运营扰动。
- 协议仍需会员投票通过，且工资涨幅和补偿标准未披露，无法判断成本或利润影响。
主要风险
- 若最终条款导致显著薪资成本上升，利好可能被抵消。
原文全文
展开原文 · 1,531 字
Kakao (035720) and its labor union have reached a tentative agreement in this year's wage negotiations, raising the likelihood that a prolonged dispute will come to a close.
According to industry sources on the 29th, Kakao's management and union reached a tentative agreement in this year's wage talks that day. The Kakao labor union (the Kakao chapter of the Chemical and Food Workers' Union under the Korean Confederation of Trade Unions, known as Crew Union) is expected to soon hold a briefing for its members to share the details of the agreement. It will then conduct a vote on whether to accept the terms.
The two sides agreed not to disclose specific details, such as the wage increase rate and compensation standards, until a final settlement is reached. If members approve the agreement in the vote, this year's wage negotiations will be finalized through a signing ceremony.
Management and the union had continued negotiations without narrowing their differences over the wage increase rate and compensation system. Last month, the union held a "Logout Day," a one-day work stoppage targeting members at five entities including Kakao and Kakao Pay. On the 21st of this month, it staged in-house picket protests to pressure management.
If the tentative agreement passes the members' vote, the labor dispute surrounding this year's wage negotiations will also come to an end.
In response, Kakao said, "We have tentatively agreed on the wage agreement," adding, "The detailed terms will be disclosed upon final settlement."
According to industry sources on the 29th, Kakao's management and union reached a tentative agreement in this year's wage talks that day. The Kakao labor union (the Kakao chapter of the Chemical and Food Workers' Union under the Korean Confederation of Trade Unions, known as Crew Union) is expected to soon hold a briefing for its members to share the details of the agreement. It will then conduct a vote on whether to accept the terms.
The two sides agreed not to disclose specific details, such as the wage increase rate and compensation standards, until a final settlement is reached. If members approve the agreement in the vote, this year's wage negotiations will be finalized through a signing ceremony.
Management and the union had continued negotiations without narrowing their differences over the wage increase rate and compensation system. Last month, the union held a "Logout Day," a one-day work stoppage targeting members at five entities including Kakao and Kakao Pay. On the 21st of this month, it staged in-house picket protests to pressure management.
If the tentative agreement passes the members' vote, the labor dispute surrounding this year's wage negotiations will also come to an end.
In response, Kakao said, "We have tentatively agreed on the wage agreement," adding, "The detailed terms will be disclosed upon final settlement."
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