Kangwon Land, Inc. (035250.KS)
ValueMarkers Composite Index
74% below intrinsic value ($46)
Kangwon Land, Inc. (035250.KS) — VMCI valuation read
Headline read on 035250.KS: VMCI of 63/100 versus a Consumer Cyclical sector median of 50. The 13-point above-median position is what makes Kangwon Land, Inc. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 035250.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 035250.KS: value (035250.KS trades at 19.0x earnings, 6% above the Consumer Cyclical median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Consumer Cyclical median (10.0%)), and risk (net debt to EBITDA of 0.6x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Cyclical 12.0x baseline.
035250.KS rose 2.7% over the trailing 7 days, with a +1.2% read on a 30-day basis.
Kangwon Land, Inc. engages in the casino, tourist hotel, and ski resorts businesses in South Korea. Its business also covers condominium, golf course, and a water park. The company operates the Kangwon Land Casino with 200 game tables, 1,360 slot machines, and video games. It also operates the Kangwonland Hotel, Convention Hotel, High1 Hotel, Mountain Condominium, Valley Condominium, and Hill Condo; High1 Ski Resort; High1 CC public golf course; and a gambling addiction care center, as well as High1 sports teams. Kangwon Land, Inc. was founded in 1998 and is based in Jeongseon, South Korea.
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