Added to YB: 2026-07-27
Pitch date: 2026-07-23
067830.KS [neutral]
Savezone I&C Corporation
Author Info
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Company Info
Savezone I&C Corporation engages in the operation of fashion discount stores in South Korea. The company also operates convenience facilities, such as laundry, pharmacy, food court, art gallery, as well as Tap Play Coffee, a specialty coffee shop and Happy Day Festival, a café.
Market Cap
KRW 86.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
7.03
EV/Sales
N/A
Sector
Broadline Retail
Category
value
Savezone I&C, Revisited: What a Week of Digging Changed
067830.KS (update): Korean discount-store operator at 2,310 won, 0.19x book (2009-vintage), ~95B won mkt cap vs 418B stated equity. 6 transit-adjacent properties worth 600B-1T won (14,000-23,000/share). Catalysts: 2025 fiduciary law, Feb 2026 treasury cancellation (8.2% block, possible Sept 2027 clock=~9% accretion), FSC shame list. Family (52.7%) just bought Bucheon land w/60B borrowing=bullish tell. Op profit collapsing 29.5B(2019)→4.6B(2025), zero by 2027-8; 1.3% yield. Pure asset/governance option, build slowly.
Read full article (6 min)