WOT워트

WOT's trailing profits are strong and debt-free, but the share price has fallen 21% over the past year.

WOT makes environmental control equipment for semiconductor and display factories, selling mainly to large chipmakers such as Samsung Electronics and SK hynix. For the twelve months to H1 2026 it reported revenue of ₩20.4B... corrected: revenue of ₩20.4B and net income of ₩5.1B, with a 22.1% operating margin and borrowings not listed in the data. At ₩6,050 the shares trade at 19.1 times earnings and 1.4 times book, below the data's base-case DCF value of ₩6,125.

What stands out

• Trailing revenue of ₩20.4B is up from ₩15.2B in 2025, and operating margin rose to 22.1% from 16.3% in 2025.
• Net income of ₩5.1B on a trailing basis is above operating income of ₩4.5B, which the data does not explain.
• Liabilities to equity is 5.8% and borrowings are shown as null, pointing to a light balance sheet.
• Filings show a run of major sales or supply contracts in 2026, but their size and counterparties are not given in the data.
• Foreign ownership fell from 2.6% to 2.2% over about 60 days, and foreign investors were net sellers over the last 20 days.

What to watch

• The Sep 2026 quarterly report and any amended contract filings, to confirm whether margins hold.
• The interim dividend record date and payment, given a dividend yield of 1.2%.
• Share price volatility: the stock is down 12.6% over one month and well below its 52-week high of ₩10,960.