
LX International Corp. (001120.KS)
ValueMarkers Composite Index
92% below intrinsic value ($428)
LX International Corp. (001120.KS) — VMCI valuation read
LX International Corp. (001120.KS) carries a VMCI composite of 57/100, 7 points above the Industrials sector median of 50. Among mid-cap names, that gap places 001120.KS in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The 001120.KS insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads 001120.KS trades at 24.0x earnings, 33% above the Industrials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Industrials 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Industrials median (10.0%). Risk: net debt to EBITDA of 3.3x is the binding constraint on the bear case, the line to track on LX International Corp.'s next 10-Q.
001120.KS fell 1.2% over the trailing 7 days, with a -14.8% read on a 30-day basis.
LX International Corp. operates in the energy, industrial materials, and solution businesses worldwide. The company is involved in the development, investment, operation, and trading business of coal mines in Indonesia, China, Australia, etc.; operation of oil palm plantations in Indonesia; and agro and food trading business. It also invests in, develops, and constructs power plants comprising hydro, thermal, cogeneration, as well as petrochemical plants in China, Vietnam, India, and Poland; and develops and invests in oil and gas plant projects in the Middle East, Southeast Asia, and Kazakhstan. In addition, the company trades in synthetic resins; supplies petrochemical products, such as ethanol, MTBE, coolants, and organic/non-organic chemicals; and promotes the plastic recycling business. Further, it produces and supplies steel products for home appliances and vehicles, as well as explores for nonferrous metal related new businesses, such as lithium, a core material of the secondary battery. Additionally, the company provides vendor management inventory service embracing procurement, customs clearance, warehousing, and transportation based on its business network and logistics infrastructure; and develops ICT-based next generation business. The company was formerly known as LG International Corp. and changed its name to LX International Corp. in July 2021. LX International Corp. was founded in 1953 and is headquartered in Seoul, South Korea.
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