SamIl삼일

SamIl's earnings are thin and its share price has fallen about 12% over the past year, though it trades well below book value.

SamIl is a small Korean logistics firm, with trailing twelve-month revenue of about ₩101B and operating income of about ₩2.1B to H1 2026. Profitability is low, with a 2% operating margin and a 1.9% ROE, and borrowings of ₩8.5B exceed its cash of about ₩0.2B. The stock closed at ₩1,170 on 2026-10-23, within a 52-week range of ₩995 to ₩1,510.

What stands out

• Trailing revenue of ₩101B is slightly above the 2025 full-year figure of ₩100B, while net income of ₩1.2B is well above 2025's ₩0.96B.
• Valuation metrics are low: P/E 15.2, P/B 0.3, and an estimated dividend yield of 3.4%, though the data gives no reasons for the discount.
• The company's own DCF model gives a base fair value of ₩1,380, above the current price, but the bear case is listed as ₩0 and the bull case as ₩5,719, a very wide range.
• Filings show a share buyback decision in July 2026 and a report on treasury stock acquisition results in October 2026.
• Foreign ownership fell from 1.2% to 0.8% over the past 60 days, and retail investors were net sellers over the last 20 days.

What to watch

• Next quarterly and annual results, given thin margins and the swing from a large loss in 2021 to modest profits since.
• Progress of the share buyback and any further insider or 5%+ holding reports.
• Debt levels against cash and the reliance on POSCO-related customers, which the profile names as its main client base; the news feed contained no recent headlines.