Added to YB: 2026-10-01
Pitch date: 2026-09-26
123700.KS [bullish]
SJM Co., Ltd.
-11.56%
current return
Author Info
No bio for this author
Company Info
SJM Co., Ltd. manufactures and sells automobile and industrial products in Korea and internationally.
Market Cap
KRW 51.4B
Pitch Price
KRW 3.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.06
P/E
2.86
EV/Sales
-0.19
Sector
Automobile Components
Category
value
SJM: Sung Jin Machinery (123700.KS)
123700.KS: Sung Jin Machinery is a cash-flow-profitable Korean net-net: its ₩52.2B market cap is 30% below a simplified ₩74.6B liquidation value, before potentially substantial upside from Korean plant land carried at decades-old cost. The shares trade at 2.6x trailing FCF with a 6% dividend yield. The core flex-pipe business faces secular EV-driven decline, and controlling-family inaction could leave the discount unresolved.
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