YG-1와이지-원

YG-1's shares have swung sharply in 2026, with a strong one-year gain but a steep fall over three months, while profits have recovered on higher sales.

YG-1 is a Korean cutting-tool maker that sells about 87% of its output abroad. Trailing results to the first half of 2026 show revenue of ₩768B and operating income of ₩128B, up sharply from 2025. The balance sheet carries more borrowings (₩187B) than cash (₩137B), and debt is high relative to equity at about 198%.

What stands out

• Trailing operating margin is 16.7% and net margin 9.8%, both well above 2025's full-year levels of 10.4% and about 4% respectively.
• Shares closed at ₩11,070, down 44.6% over three months but up 111.7% over one year, and sit far below the 52-week high of ₩28,500.
• The data shows a DCF fair value model with a base value of ₩26,084, a bear case of ₩14,319 and a bull case of ₩47,136; these are model outputs, not forecasts.
• Valuation looks low on trailing earnings: P/E about 5.5x, P/B 0.8x and a dividend yield of 1.7%, though peers vary widely.
• Foreign ownership edged up to 25.2% from 24.9% sixty days earlier, while institutions and retail sold over the last 20 days.

What to watch

• The next quarterly report and any update to the H1 2026 results, given the recent sharp share price moves.
• Further filings on largest-shareholder changes and 5%+ holding reports, which have been frequent since May 2026.
• Debt levels and free cash flow, which was only ₩3.4B on a trailing basis, against the company's borrowings.