Added to YB: 2026-10-15
Pitch date: 2026-10-12
100700.KQ [bullish]
Sewoon Medical Co., Ltd
+0.66%
current return
Author Info
Sung Capital is an alternative asset management firm run by Oliver Sung. We invest capital for families, registered investment advisors, and accredited investors through a private investment fund. We pick underpriced stocks, usually in pockets of the market where large pools of capital (funds and institutions) can’t or won’t invest, but we flip every stone. We pick stocks only, use no leverage, and require a significant margin of safety in every investment. Sign up for the newsletter.
Company Info
Sewoon Medical Co., Ltd. engages in the research and development, manufacture, and sale of medical products in South Korea.
Market Cap
KRW 96.6B
Pitch Price
KRW 2.3K
Price Target
4.0K
Dividend
N/A
EV/EBITDA
0.09
P/E
6.96
EV/Sales
0.02
Sector
Health Care Equipment and Supplies
Category
value
All Korean net nets #5: finding nuggets in the dirt - Sewoon Medical Co., Ltd
100700.KQ: Sewoon Medical’s ~KRW100bn of cash and deposits covers its KRW99bn market cap, effectively offering a debt-free business with a 21% 10-year median operating margin for free. Applying 6x to ~KRW11.5bn of trailing NOPAT and adding cash yields ~KRW4,000 per share versus KRW2,355. A possible FY26 payout increase could aid realization, but family succession incentives may prolong the low payout and trapped-cash discount.
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