Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩971, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 10x in the Packaging industry in South Korea. Total loss to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩1,317, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 50% over the past three years. Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to ₩1,900, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 14x in the Packaging industry in South Korea. Total loss to shareholders of 36% over the past three years. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 32% After last week's 32% share price gain to ₩2,385, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 16% over the past three years. New Risk • Mar 26
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 14% 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 (14% average weekly change). Market cap is less than US$100m (₩61.3b market cap, or US$40.7m). Valuation Update With 7 Day Price Move • Mar 19
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩1,499, the stock trades at a trailing P/E ratio of 24.8x. Average trailing P/E is 12x in the Packaging industry in South Korea. Total loss to shareholders of 42% over the past three years. Announcement • Mar 13
Serim B&G Co., Ltd., Annual General Meeting, Mar 26, 2026 Serim B&G Co., Ltd., Annual General Meeting, Mar 26, 2026, at 08:30 Tokyo Standard Time. Location: conference room, 154-51, oseongbuk-ro, oseong-myeon, gyeonggi-do, pyeongtaek South Korea Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩1,110, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 12x in the Packaging industry in South Korea. Total loss to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩1,610, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Nov 13
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩1,583, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 34% over the past three years. Valuation Update With 7 Day Price Move • Sep 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩1,763, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 14x in the Packaging industry in South Korea. Total loss to shareholders of 46% over the past three years. New Risk • Jul 03
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 14% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.9% net profit margin). Market cap is less than US$100m (₩51.2b market cap, or US$37.6m). Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to ₩1,803, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 38% over the past three years. Upcoming Dividend • Jun 20
Upcoming dividend of ₩50.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 19 August 2025. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.7%). New Risk • Apr 22
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 9.7% 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 (9.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin). Market cap is less than US$100m (₩45.1b market cap, or US$31.7m). Valuation Update With 7 Day Price Move • Apr 22
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to ₩1,591, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 12x in the Packaging industry in South Korea. Total loss to shareholders of 29% over the past three years. New Risk • Mar 22
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.2% Last year net profit margin: 6.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin). Market cap is less than US$100m (₩36.9b market cap, or US$25.2m). Announcement • Mar 13
SERIM B&G Co.,Ltd, Annual General Meeting, Mar 26, 2025 SERIM B&G Co.,Ltd, Annual General Meeting, Mar 26, 2025, at 08:30 Tokyo Standard Time. Location: conference room, 154-51, oseongbuk-ro, oseong-myeon, gyeonggi-do, pyeongtaek South Korea New Risk • Dec 16
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩33.7b market cap, or US$23.5m). New Risk • Aug 28
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩39.5b market cap, or US$29.6m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to ₩1,158, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 12x in the Packaging industry in South Korea. Total loss to shareholders of 46% over the past year. Reported Earnings • May 19
First quarter 2024 earnings released: EPS: ₩36.00 (vs ₩28.00 in 1Q 2023) First quarter 2024 results: EPS: ₩36.00 (up from ₩28.00 in 1Q 2023). Revenue: ₩15.1b (up 13% from 1Q 2023). Net income: ₩1.01b (up 25% from 1Q 2023). Profit margin: 6.7% (up from 6.0% in 1Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩1,984, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 10x in the Packaging industry in South Korea. Total loss to shareholders of 18% over the past year.