New Risk • Jul 31
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 (₩109.3b market cap, or US$75.9m). Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩15,520, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Chemicals industry in South Korea. Total loss to shareholders of 18% over the past year. Valuation Update With 7 Day Price Move • Jul 08
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₩17,990, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Chemicals industry in South Korea. Total loss to shareholders of 6.0% over the past year. New Risk • Jun 24
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩150.0b (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩30,050, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 46% over the past year. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₩39,750, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 106% over the past year. Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to ₩37,500, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 5.1% over the past year. Announcement • Feb 10
LK CHEM Co., Ltd., Annual General Meeting, Mar 26, 2026 LK CHEM Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 104, seonggeosandan 2-ro, seonggeo-eup, seobuk-gu, chungcheongnam-do, cheonan South Korea Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improves as stock rises 34% After last week's 34% share price gain to ₩39,550, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Dec 26
Investor sentiment improves as stock rises 39% After last week's 39% share price gain to ₩31,050, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Chemicals industry in South Korea. Valuation Update With 7 Day Price Move • Dec 05
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to ₩23,900, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 12x in the Chemicals industry in South Korea. Reported Earnings • Nov 19
Third quarter 2025 earnings released: EPS: ₩250 (vs ₩27.45 in 3Q 2024) Third quarter 2025 results: EPS: ₩250 (up from ₩27.45 in 3Q 2024). Revenue: ₩5.56b (up 3.1% from 3Q 2024). Net income: ₩1.57b (up ₩1.44b from 3Q 2024). Profit margin: 28% (up from 2.3% in 3Q 2024). The increase in margin was primarily driven by lower expenses. New Risk • Oct 10
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 7.3% 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: Major Risks Revenue has declined by 11% over the past year. High level of non-cash earnings (46% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₩138.7b market cap, or US$97.7m). Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩22,250, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 13x in the Chemicals industry in South Korea. New Risk • Aug 29
New major risk - Revenue and earnings growth Revenue has declined by 11% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 11% over the past year. High level of non-cash earnings (46% accrual ratio). Minor Risk Market cap is less than US$100m (₩113.0b market cap, or US$81.4m). New Risk • May 16
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩134.7b (US$96.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (₩134.7b market cap, or US$96.6m). Valuation Update With 7 Day Price Move • May 15
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₩22,650, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 11x in the Chemicals industry in South Korea. New Risk • Apr 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩146.6b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₩22,100, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Announcement • Mar 18
LK CHEM Co., Ltd., Annual General Meeting, Mar 31, 2025 LK CHEM Co., Ltd., Annual General Meeting, Mar 31, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 104, seonggeosandan 2-ro, seonggeo-eup, seobuk-gu, chungcheongnam-do, cheonan South Korea Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₩33,350, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 11x in the Chemicals industry in South Korea.