Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
058650.KS
HOLDREMOVESeAH Holdings Corporation · Basic Materials · South Korea · $327M · Avg Vol: $702K/d
SeAH Holdings is a South Korean steel holding company. It is a highly cyclical, capital-intensive business with low return metrics and no structural tailwinds from our identified macro themes, making it unsuitable for a concentrated quality portfolio.
COMPANY DESCRIPTION
SeAH Holdings Corporation is the holding company for the SeAH Group, a premier South Korean industrial conglomerate specializing in special steel and steel pipes. Through its key subsidiaries, SeAH Besteel and SeAH Steel, the group holds dominant domestic market shares in automotive special steel and energy-grade steel pipes. This vertical integration and specialized product focus provide the company with a strong competitive moat in the global construction, automotive, and energy sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 4.4B | 4.2B | 3.9B | 4.3B | -0.7% |
| EPS | 20.58 | 13.70 | 5.56 | 10.80 | -19.3% |
| Shares | 4.0M | 4.0M | 4.0M | 3.9M | -2.6% |
| Debt | 1.1B | 1.1B | 1.3B | 1.4B | 8.6% |
| Equity | 1.3B | 1.4B | 1.4B | 1.4B | 2.4% |
| Op CF | 33.2M | 139.6M | 172.7M | 69.3M | 27.7% |
| Inv CF | -130.3M | -65.9M | -153.5M | -238.4M | — |
| Fin CF | 132.2M | -62.1M | 101.8M | 90.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 058650.KS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 058650.KS | SeAH Holdings Corporation(you) | $327M | 60 | HOLD |
| 306200.KS | SeAH Steel Corporation | $238M | 57 | HOLD |
| 002240.KS | Kiswire Ltd. | $324M | 70 | BUY |
| 001230.KS | Dongkuk Holdings Co.,Ltd. | $185M | 54 | HOLD |
| 016380.KS | KG Dongbu Steel Co.,Ltd. | $342M | 78 | BUY |
| 084010.KS | Daehan Steel Co., Ltd. | $155M | 54 | HOLD |
| 001940.KS | KISCO Holdings Corp. | $192M | 48 | HOLD |
| 003030.KS | SeAH Steel Holdings Corporation | $321M | 31 | SELL |
| 460860.KS | Dongkuk Steel Mill Company Limited | $296M | 33 | SELL |
| 104700.KS | KISCO Corp. | $186M | 39 | HOLD |
Peer medians: ROE 3.2% · P/E 12.5x · Gross margin 15.1%