Assems Inc. (136410) Fair Value & Analysis
Basic Materials · KR · Market cap 48.6B KRW (≈ $34.0M) · ISIN KR7136410008
What is Assems Inc. really worth?
A solid business, trading 39% below our fair value of 6,699 KRW.
Strengths
Risks
For context
Fair value as of: Aug 20, 2026
From 24 valuation models · updated 15 days ago
Fair value updated Aug 20, 2026, revised from 9,875 KRW to 6,699 KRW (−32.2%) since Aug 13, 2026. Share price −10.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case (4,756 KRW). The market is more pessimistic than our downside scenario.
- Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (4,756 KRW to 9,681 KRW) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.
How to read this chart
55‑month range 4,080 KRW – 17,495 KRW · fair‑value band 4,756 KRW – 9,681 KRW · the 4,080 KRW price screens below the 6,699 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 20, 2026.
Analysis
Assems Inc. (136410) currently trades at 4,080 KRW, while our model-based Fair Value estimate is 6,699 KRW, implying the stock looks roughly 39.1% undervalued today. The Quality Score stands at 66/100 (solid quality), in the Basic Materials sector. Bull case: the DCF Models group reads highest at a median of 11,024 KRW per share, and 24 of the 24 models we run sit above the 4,080 KRW price. Bear case: the Asset-Based group reads lowest at 4,579 KRW, and 0 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Assems Inc. generated revenue of 56.8B KRW at a net margin of 13.6%. Revenue declined 20.9% year over year. It earns a return on equity of 11.1%. Net debt stands at 16.6B KRW. Fundamentals as of Aug 20, 2026
Our scenario range runs from 4,756 KRW (bear case) to 9,681 KRW (bull case); at 4,080 KRW, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 67% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −58% fair-value upside, at 64%, 136410 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models (11,024 KRW) versus Asset-Based (4,579 KRW). Highest evidence: FCF DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 23
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Assems Inc. develops and sells adhesives in South Korea. The company produces hot-melt films. It also engages in laminating and coating of fabrics; development and production of adhesive textile; and production of hot-melt laminating machine. In addition, the company provides U-WEB, an air-permeable lamination sheet. Assems Inc.
Full company description
Assems Inc. develops and sells adhesives in South Korea. The company produces hot-melt films. It also engages in laminating and coating of fabrics; development and production of adhesive textile; and production of hot-melt laminating machine. In addition, the company provides U-WEB, an air-permeable lamination sheet. Assems Inc. was founded in 2003 and is headquartered in Busan, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Assems Inc. reported revenue of 60.3B KRW in FY2025 versus 42.0B KRW in FY2021, a compound +9.4%/yr. Reported net income was 8.8B KRW in FY2025, compounding +13.3%/yr from FY2021.
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Peer Group
Specialty Chemicals · 713 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Chemicals median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $485.35 | $222.03 | −54% |
| The Sherwin-Williams Company SHW | $344.86 | $143.38 | −58% |
| Ecolab Inc ECL | $286.75 | $96.18 | −66% |
| Air Products and Chemicals, Inc APD | $308.09 | $122.14 | −60% |
| Givaudan SA GIVN | CHF 3,282 | CHF 1,498 | −54% |
| Wanhua Chemical Group 600309 | ¥75.06 | ¥68.03 | −9% |
| 500820 500820 | ₹2,757 | ₹557.43 | −80% |
| Novozymes A/S NSISB | kr 456.40 | kr 169.99 | −63% |
| Asian Paints Limited ASIANPAINT | ₹2,630 | ₹696.23 | −74% |
| PPG Industries, Inc PPG | $114.22 | $71.31 | −38% |
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