Added to YB: 2026-06-02
Pitch date: 2026-05-30
039420.KQ [bullish]
KL-Net Corp.
-1.87%
current return
Author Info
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Company Info
KL-Net Corp. provides logistics electronic data interchange, system integration, IT consulting, and logistics solutions for the maritime industry in South Korea.
Market Cap
KRW 50.1B
Pitch Price
KRW 2.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.88
P/E
5.66
EV/Sales
0.23
Sector
Software
Category
value
Show full summary:
KL-Net (039420 KS): A fascinating company in Korea
039420.KQ: Korean monopoly running digital data pipes for shipping/ports/customs. 62B KRW mcap vs 42B cash + 30-40B real estate; 7-8B+ FCF/yr. Value-Up catalyst: 12% treasury, no IR, Jeong family owns 29.6%. VAT telecom rev ~28B, 9-10B op profit, no capex. Risk: gov't direct-API could gut biz.
Read full article (2 min)