Added to YB: 2026-09-09
Pitch date: 2026-09-06
121440.KQ [bullish]
GOLFZON HOLDINGS Co., Ltd.
+10.04%
current return
Author Info
Raper Capital has 20+ years of buy- and sell-side experience in a variety of roles, and currently manage my single family office, Raper Capital Sign up for the newsletter.
Company Info
GOLFZON HOLDINGS Co., Ltd., through its subsidiaries, engages in the golf, sports, health, and lifestyle businesses in South Korea and internationally.
Market Cap
KRW 272.3B
Pitch Price
KRW 7.3K
Price Target
31.1K (+289%)
Dividend
N/A
EV/EBITDA
9.39
P/E
17.42
EV/Sales
1.24
Sector
Distributors
Category
special_situation
Golfzon Holdings – Hunter Douglas redux??
121440.KQ (added to position): Added significantly to Golfzon Holdings after the second ₩6,700 tender bought zero shares and the controller stepped back from delisting procedures, materially reducing forced-appraisal risk. The main reason is that MBK, not the controller, runs the Golfzon County sale, while an ₩80.3bn acquisition loan matures in June 2027. At ₩7,000, appraisal estimates imply 1.7-2.3x and NAV 3-4x; the key risk is the County sale failing or disappointing.
Read full article (12 min)