Buy Or Sell Opportunity • May 15
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 30% to ₩6,180. The fair value is estimated to be ₩8,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 19%. Aankondiging • Mar 13
Assems Inc., Annual General Meeting, Mar 26, 2026 Assems Inc., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gi, saha-gu, busan South Korea Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩7,280, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 36% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of ₩90.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.3%). Aankondiging • Dec 02
Assems Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares. Assems Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with NH Investment & Securities Co., Ltd. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until June 1, 2026. As of December 1, 2025, the company had 439,425 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions. Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩10,800, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 2.3% over the past three years. Declared Dividend • Nov 08
Dividend of ₩90.00 announced Dividend of ₩90.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (20% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Nov 07
Assems Inc. announces Annual dividend, payable on April 10, 2026 Assems Inc. announced Annual dividend of KRW 90.0000 per share payable on April 10, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. New Risk • Aug 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩114.3b market cap, or US$82.2m). Buy Or Sell Opportunity • Jul 22
Now 23% undervalued Over the last 90 days, the stock has risen 33% to ₩11,610. The fair value is estimated to be ₩15,156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 16%. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩9,400, the stock trades at a trailing P/E ratio of 13.6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 29% over the past three years. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩8,850, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 50% over the past three years. Aankondiging • Mar 13
Assems Inc., Annual General Meeting, Mar 26, 2025 Assems Inc., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gil, saha-gu, busan South Korea Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩8,400, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 34% over the past year. Aankondiging • Aug 07
ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 2,000 million worth of its shares. ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares according to the contract with NH Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until February 6, 2025. As of August 6, 2024, the company had 360,004 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions. Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩8,290, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 30% over the past year. Aankondiging • Nov 08
ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 2,000 million worth of its shares. ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares according to the contract with Korea Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until May 7, 2024. As of November 6, 2023, the company had 70,661 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions. Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩6,490, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 41% over the past year. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩8,760, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 32% over the past year. Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment improved over the past week After last week's 18% share price gain to ₩13,250, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩11,400, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improved over the past week After last week's 18% share price gain to ₩16,200, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Aankondiging • Jun 11
ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares. ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with Korea Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until December 8, 2022. As of June 10, 2022, the company had 0 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions. Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩13,700, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 15x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment improved over the past week After last week's 15% share price gain to ₩16,700, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improved over the past week After last week's 20% share price gain to ₩13,450, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 16x in the Chemicals industry in South Korea. 
