Sewoo Global세우글로벌

Sewoo Global's trailing profit looks solid on a small base, but revenue fell in 2025 and the share price is down over three months.

Sewoo Global is a Korean plastics distributor, with trailing twelve-month revenue of ₩35.9B... wait, the figure is ₩35.9B only if expressed correctly, so restated: trailing twelve-month revenue is about ₩35.9B by the data's won amount of 35,860,523,870, or ₩35.9B. The shares closed at ₩1,163 on 2026-10-26, well below the 52-week high of ₩1,680 and above the low of ₩1,021, and the stock trades at 6.6 times earnings and 0.6 times book value.

What stands out

• Trailing twelve-month net income is about ₩5.0B against operating income of about ₩2.8B, so net income is well above operating income; the data does not explain the gap.
• Revenue fell 8.9% in 2025 to about ₩32.7B after a 28.7% rise in 2023 and a 0.7% dip in 2024, so the top line has been uneven.
• Balance sheet looks light: liabilities are 13.3% of equity and the data shows no borrowings, with cash of about ₩1.1B.
• Foreign ownership dropped from 1.9% to 1.5% over the last 60 days, and 20-day flows show net retail selling.
• Filings include a Loan Extension decision in July 2026 and several insider and 5%+ holding reports, but no news headlines were provided.

What to watch

• Next quarterly and half-year results, to see whether margins hold near 7.8% and free cash flow stays positive.
• Further 5%+ holding and insider shareholding filings, which could signal ownership changes.
• The fair value model gives a base case of ₩1,148, close to the current price, but bear and bull cases range widely from ₩627 to ₩2,079.