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Daesang Corporation (001680.KS)

50.8Fair

ValueMarkers Composite Index

Top 36%#28,773 of 44,707
Undervalued

85% below intrinsic value ($96)

UndervaluedFair ValueOvervalued
Piotroski
4/9
Neutral
Beneish
-3.22
Low Risk
Altman
1.98
Grey Zone
DCF Value
$96
Undervalued
ROIC
6.2%
Low
P/E
-
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Daesang Corporation (001680.KS) — VMCI valuation read

Headline read on 001680.KS: VMCI of 51/100 versus a Consumer Defensive sector median of 50. The 1-point above-median position is what makes Daesang Corporation a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on 001680.KS: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on 001680.KS: value (001680.KS trades at 17.0x earnings, 6% below the Consumer Defensive median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Consumer Defensive median (10.0%)), and risk (net debt to EBITDA of 3.2x is the binding constraint on the bear case). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Defensive 12.0x baseline.

001680.KS rose 3.0% over the trailing 7 days, with a -7.8% read on a 30-day basis.

Daesang Corporation, together with its subsidiaries, produces and sells various food products in South Korea and internationally. The company offers general food products, including bean pastes and seasonings; agro-fishery foods, such as vinegar and fish sauce; and fresh food products comprising Kimchi and tofu, western food, deli, frozen food, etc. It also provides food ingredients, such as starch for the use in food, paper, textile, and construction materials; and sweeteners for the use in alcohol drinks, confectionery, baking, and beverage industrial areas. In addition, the company offers bio ingredients, including flavor enhancers, amino acids, and microalgae based products for the use in food, dietary supplements, functional foods, animal nutrition, pet food, and pharmaceutical industries. Further, it exports various bio ingredient products to approximately 80 countries under the Miwon brand. Additionally, the company engages in the food distribution business. The company was founded in 1956 and is headquartered in Seoul, South Korea.

CEO: Jung-Bae Lim5,010 employeesKRwww.daesang.com

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