Two filings on 19 August: one to buy 24,070,000 SK Hynix shares for KRW 40tn, one to cancel them. Read alongside the January cancellation and five disposals, 2026 shows all four things a treasury share can undergo.
138 Korean listed companies hold their own shares; 70 have ever cancelled any. The filings record those as two separate events — and the denominator you divide by decides the number.
Nine of 183 Korean listed companies hold net cash worth 30% or more of their market capitalisation. Getting to nine meant deleting 85 rows we had already published — and the rule we added instead.
The P/B a screener shows you divides by total equity, non-controlling interests included. We rebuilt it for 183 Korean listed companies from their DART filings, measuring each one twice. The below-1.0x population shrinks from 69 to 65, and four companies cross the line.
The two companies earned a combined KRW 10.199tn in first-half operating profit, KRW 2.809tn less than a year earlier, while revenue rose at both. The less noticed fact: Kia earned 90.1% of Hyundai’s operating profit on 65.7% of its revenue — a gap that has held for five straight years.
LG Energy Solution’s H1 2026 revenue rose 10.5% to KRW 14.115tn, yet operating profit swung to a KRW 94.0bn loss and liabilities grew KRW 9.765tn. Q1 was a loss, Q2 a profit — what to check next quarter.
Samsung Electronics and SK Hynix earned a combined KRW 244.88tn in operating profit in H1 2026, 8.7 times a year earlier. The less noticed fact: Q2 operating margins split 76.3% to 52.2% in Hynix’s favour.
Sewon Precision trades at KRW 105.9bn while holding KRW 376.8bn in net current assets — a 0.16x PBR net-net. The question is not whether it is cheap, but whether those assets ever reach shareholders.
More than half of KG Eco Solution’s consolidated equity is non-controlling interests. On the shareholders’ share, the P/B is 0.19x and the P/E 3.4x — and the past two weeks of group funding disclosures point away from an unwinding discount.
A single-product wire harness maker grew revenue 52% and operating profit 126% in 2025, yet trades at 0.4x equity and 1.4x operating profit. The August half-year report decides whether the jump was structural or a one-off.