Sunjin Co.,Ltd. (136490.KS)
ValueMarkers Composite Index
8% below intrinsic value ($8)
Sunjin Co.,Ltd. (136490.KS) — VMCI valuation read
Headline read on 136490.KS: VMCI of 67/100 versus a Consumer Defensive sector median of 50. The 17-point above-median position is what makes Sunjin Co.,Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 136490.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 136490.KS: value (136490.KS trades at 15.0x earnings, 17% below the Consumer Defensive median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Consumer Defensive median (10.0%)), and risk (net debt to EBITDA of 2.0x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Defensive 12.0x baseline.
136490.KS rose 0.8% over the trailing 7 days, with a +5.4% read on a 30-day basis.
Sunjin Co.,Ltd. engages in pig farming, feed, and meat processing and distribution businesses in South Korea. The company offers feed for pig and dairy farming, and fattening purposes; and steak/patty, cutlet, balls/mini meat patty, fried food, ham, sausage, bacon/smoked, topping, ready-to-cook food, and other products. It also manufactures and services automation machinery and ICT equipment that is used in the livestock environment; and provides services for farm management, as well as operates pig and chicken farms in South-Asian countries. The company also exports its pork meat and feed to Japan and internationally. Sunjin Co.,Ltd. was founded in 1979 and is based in Seoul, South Korea. Sunjin Co.,Ltd. operates as a subsidiary of Harim Holdings Co., Ltd.
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