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JONBUR Research · Initiation

You're reading an earlier report from Oct 13, 2026. See the latest report

Samwha Capacitor · 001820 · Electronic components

Samwha Capacitor: Share Price Up Sharply While Earnings Remain Below 2021–2022 Levels

Why this report

Start of coverage: one of the 300 largest companies, written once its financial statements were in.

Samwha Capacitor closed at ₩150,100 on 2026-10-12, up 316.9% over one year and 63.9% over three months, with a market cap of about ₩1.6T. Filed earnings are well below 2021–2022 levels, and the stock trades at 81.6x earnings and 5.4x book value.

Written Oct 13, 2026 · Data as of Oct 12, 2026 · 0 views

This is not financial advice. The report does not recommend buying or selling anything.

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Thesis

The data shows a large gap between price momentum and reported earnings. The share price is 316.9% higher than a year ago and sits below its 52-week high of ₩196,800 but far above the low of ₩27,750. Over the same period, operating margin fell from 12.7% in 2021 to 4.4% in 2025 and 5.3% on a trailing basis. Trailing figures to H1 2026 show some recovery: net income of ₩19.1B versus ₩12.5B in 2025. The balance sheet looks conservative, with liabilities to equity of 23.0%. However, the valuation model estimate is not available, and data on investor flows, foreign ownership, short balance and news headlines is not provided, so the reasons behind the price move cannot be confirmed from this data. Several 5%+ holding reports and a change in the largest shareholder's holdings were filed this year, but their details are not in the data.

Business overview

Samwha Capacitor is a KOSPI-listed electronic components company, founded on 1956-08-14 and listed on 1976-06-26. It has 10,395,000 listed shares and a market cap of about ₩1.56T. Annual revenue has grown from ₩262.2B in 2021 to ₩294.5B in 2025, with trailing revenue of ₩299.0B to H1 2026. The data does not break down products or customers, so the sources of revenue are not available here.

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Model estimate of fair value

The valuation model has no estimate for this company yet (not enough data, or no positive value with the base case).

Filings and data used

Report history

  1. Oct 22, 2026Update note5%+ holder changeSamwha Capacitor: J.P. Morgan Securities PLC Reports New 5.08% Holding
  2. Oct 13, 2026InitiationStart of coverage (300 largest)Samwha Capacitor: Share Price Up Sharply While Earnings Remain Below 2021–2022 Levels

Built only from jonbur's own data: prices and investor flows, filed financial statements and filings, and news headlines. Disclosed (filed) data is labelled as such. Written by AI and may contain mistakes.

This is not financial advice. The report does not recommend buying or selling anything.

Source: KRX statistical information