New Risk • May 13
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 13% 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 Risk Latest financial reports are more than 1 year old (reported June 2024 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩44.9b market cap, or US$30.1m). Announcement • Mar 05
Sewoo Global Co., Ltd, Annual General Meeting, Mar 26, 2026 Sewoo Global Co., Ltd, Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 26-48, yeomjeon-ro 261beon-gil, michuhol-gu, incheon South Korea Upcoming Dividend • Dec 22
Upcoming dividend of ₩30.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 23 April 2026. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.3%). Declared Dividend • Nov 08
Dividend of ₩30.00 announced Dividend of ₩30.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 23rd April 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.7%. Sustainability & Growth 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. Announcement • Nov 07
Sewoo Global Co., Ltd announces Annual dividend, payable on April 23, 2026 Sewoo Global Co., Ltd announced Annual dividend of KRW 30.0000 per share payable on April 23, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. New Risk • Aug 14
New major risk - Financial data availability The company's latest financial reports are more than a year old. Last reported fiscal period ended June 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported June 2024 fiscal period end). Minor Risk Market cap is less than US$100m (₩31.8b market cap, or US$23.0m). New Risk • May 07
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 9.0% 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 Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (₩33.9b market cap, or US$24.2m). Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₩1,158, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 42% over the past three years. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩1,480, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 22% over the past three years. Announcement • Mar 07
Sewoo Global Co., Ltd, Annual General Meeting, Mar 31, 2025 Sewoo Global Co., Ltd, Annual General Meeting, Mar 31, 2025, at 10:00 Tokyo Standard Time. Location: auditorium, 26-48, yeomjeon-ro 261beon-gil, michuhol-gu, incheon South Korea New Risk • Mar 01
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (₩38.3b market cap, or US$26.2m). Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩1,418, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 20% over the past three years. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: ₩28.00 (vs ₩23.00 in 2Q 2023) Second quarter 2024 results: EPS: ₩28.00 (up from ₩23.00 in 2Q 2023). Revenue: ₩8.99b (down 6.9% from 2Q 2023). Net income: ₩840.0m (up 34% from 2Q 2023). Profit margin: 9.3% (up from 6.5% in 2Q 2023). The increase in margin was driven by lower expenses. Buy Or Sell Opportunity • Jul 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to ₩1,255. The fair value is estimated to be ₩1,583, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Earnings per share has grown by 39%. Reported Earnings • Mar 21
Full year 2023 earnings released: EPS: ₩89.00 (vs ₩53.00 in FY 2022) Full year 2023 results: EPS: ₩89.00 (up from ₩53.00 in FY 2022). Revenue: ₩36.1b (up 29% from FY 2022). Net income: ₩2.56b (up 68% from FY 2022). Profit margin: 7.1% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩1,625, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total loss to shareholders of 52% over the past three years. Reported Earnings • Nov 17
Third quarter 2023 earnings released: EPS: ₩35.00 (vs ₩34.00 in 3Q 2022) Third quarter 2023 results: EPS: ₩35.00 (up from ₩34.00 in 3Q 2022). Revenue: ₩9.90b (up 42% from 3Q 2022). Net income: ₩1.03b (up 4.9% from 3Q 2022). Profit margin: 10% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Buying Opportunity • Jul 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.4%. The fair value is estimated to be ₩1,681, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has grown by 401%. Reported Earnings • May 17
First quarter 2023 earnings released: EPS: ₩24.00 (vs ₩7.00 in 1Q 2022) First quarter 2023 results: EPS: ₩24.00 (up from ₩7.00 in 1Q 2022). Revenue: ₩7.48b (up 1.2% from 1Q 2022). Net income: ₩697.6m (up 233% from 1Q 2022). Profit margin: 9.3% (up from 2.8% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Buying Opportunity • Apr 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 14%. The fair value is estimated to be ₩1,877, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 62%. Buying Opportunity • Apr 06
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be ₩1,859, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 62%. Valuation Update With 7 Day Price Move • Dec 07
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩1,825, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 11% over the past three years. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Nov 10
Investor sentiment improved over the past week After last week's 30% share price gain to ₩1,715, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 18% over the past three years. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩1,420, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 23% over the past three years. Valuation Update With 7 Day Price Move • May 06
Investor sentiment improved over the past week After last week's 21% share price gain to ₩2,360, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 15x in the Chemicals industry in South Korea. Total returns to shareholders of 30% over the past three years. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Board Change • Sep 28
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.