SAMWHA CAPACITOR Co.,LTD (001820.KS)

SAMWHA CAPACITOR Co.,LTD (001820.KS) — VMCI valuation read

Headline read on 001820.KS: VMCI of 47/100 versus a Technology sector median of 50. The 3-point below-median position is what makes SAMWHA CAPACITOR Co.,LTD a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on 001820.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 001820.KS: value (001820.KS trades at 17.0x earnings, 6% below the Technology median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Technology median (10.0%)), and risk (net debt to EBITDA of 0.7x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Technology 12.0x baseline.

001820.KS rose 3.7% over the trailing 7 days, with a +2.1% read on a 30-day basis.