Added to YB: 2026-09-09
Pitch date: 2026-09-06
035760.KQ [bullish]
CJ ENM CO., Ltd.
+1.52%
current return
Author Info
No bio for this author
Company Info
CJ ENM CO., Ltd., together with its subsidiaries, engages in media platform, film/drama, music, and commerce businesses in South Korea.
Market Cap
KRW 686.3B
Pitch Price
KRW 33.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.18
P/E
-150.96
EV/Sales
0.62
Sector
Entertainment
Category
value
Ugly stocks that I like #2 - CJ ENM CO., Ltd.
035760.KQ: CJ ENM offers deeply discounted exposure to Korean entertainment, trading near its 2008 price and at roughly one-quarter of net assets. Its Studio Dragon and Netmarble stakes alone are valued at KRW 850-900B versus a roughly KRW 700B market cap, before other operations. TVING has reached operating profitability and free-cash-flow yield is estimated at 15-20%, but KRW 1.74T of debt, historical margin erosion and low-margin commerce operations remain material risks.
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