Value Added Technology Co., Ltd. (043150.KQ)

Value Added Technology Co., Ltd. (043150.KQ) — VMCI valuation read

Headline read on 043150.KQ: VMCI of 68/100 versus a Healthcare sector median of 50. The 18-point above-median position is what makes Value Added Technology Co., Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on 043150.KQ: 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 043150.KQ: value (043150.KQ trades at 21.0x earnings, 17% above the Healthcare median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Healthcare median (10.0%)), and risk (net debt to EBITDA of -0.3x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Healthcare 12.0x baseline.

043150.KQ fell 1.8% over the trailing 7 days, with a -3.2% read on a 30-day basis.