Added to YB: 2026-07-30
Pitch date: 2026-07-28
051360.KQ [bullish]
TOVIS Co.,Ltd
+2.09%
current return
Author Info
No bio for this author
Company Info
TOVIS Co.,Ltd provides display solutions in South Korea and internationally. The company offers curved displays; touch solutions comprising PCT, air touch, and gesture touch; digital button decks; customized displays; various automotive displays, including HUD, rear seat entertainment, touch air conditioners, digital touch keys, digital side-view mirrors, and digital touch buttons; single and multiple automotive displays; and display parts and solutions, such as cover and HUD lens, LCD and OLED displays, touch, and optical bonding products for vehicles.
Market Cap
KRW 82.3B
Pitch Price
KRW 9.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.99
P/E
1.75
EV/Sales
0.25
Sector
Electronic Equipment, Instruments and Components
Category
value
An interesting Korean deep value name: TOVIS Co Ltd.
051360.KQ (new position): Post-spinoff of auto display, remain-co is casino/industrial display biz at <3x normalized earnings, 0.36x book. 30-33% GM, key customers Aristocrat/Konami. 30% payout (2/3 buybacks) adds 6-9% EPS. High-teens IRR on 2-3yr hold. Oversold on spin + KOSDAQ crash. Small deep value position.
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