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Kolon Corporation (002025.KS)

35.1Poor

ValueMarkers Composite Index

Top 2%#43,899 of 44,707

DCF data not available

Piotroski
4/9
Neutral
Beneish
-3.13
Low Risk
Altman
0.78
Distress
DCF Value
-
N/A
ROIC
0.5%
Low
P/E
-
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Kolon Corporation (002025.KS) — VMCI valuation read

Headline read on 002025.KS: VMCI of 35/100 versus a Industrials sector median of 50. The 15-point below-median position is what makes Kolon Corporation a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on 002025.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 002025.KS: value (002025.KS trades at 27.0x earnings, 50% above the Industrials median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of -1.5x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.

002025.KS rose 0.8% over the trailing 7 days, with a -23.2% read on a 30-day basis.

Kolon Corporation engages in supporting and managing affiliate businesses, licensing intellectual property, and market research and management consulting businesses in South Korea and internationally. The company manufactures tire cords, airbags, polyester spunbond, technical yarns, aramid products, membranes, polyester and nylon films, coated films, DFR materials, overcoats, beads, hydrocarbon and phenolic resins, epoxy resins, PU/TPU products, and glass reinforced plastic pipes. It also offers nylon and polyester fibers; woven, knit, and functional fabrics; trades in steel, natural resources, and chemicals; and provides residential and plant construction services, as well as undertakes civil engineering and environmental projects. In addition, the company produces car seat modules and fabrics, car mats, artificial turfs, polypropylene staple fibers, Bicomponent staple fiber, GEONIC, Cuprus, and HeaTex, and polyester filaments; manages hotels, condominiums, and golf resorts; develops real estate properties; and operates a shopping mall, a pet theme park, and themed toilets. Further, it offers over-the-counter medicines; TRAMOL sustained relief, a painkiller and anti-inflammatory; active pharmaceutical ingredients; and Tissuegene and other biopharmaceuticals, as well as operates approximately 150 drugstores under the W-Store name. Additionally, the company operates Sweet Meal, a café that offers choux, coffee, cheesecakes, and beverages; sells antimicrobial products; provides PA, PBT, and POM/base and compound resins; retails hardware and software products; and offers IT and business process outsourcing and IT convergence services. It also engages in water-related businesses covering sewage and wastewater treatment, materials, systems, and related equipment, as well as operates water treatment facilities; and industrial supply retail. Kolon Corporation was founded in 1957 and is headquartered in Gwacheon, South Korea.

CEO: Byung-Deok Ahn84 employeesKRwww.kolon.com

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