4 Bargain Basement Korean Small Caps

Deeply undervalued companies that should be worth 2 to 3 times their current market cap.

Dear Readers,

Welcome to another edition of ROE The Boat.

For this issue I want to share with you another batch of deeply undervalued South Korean small caps that should be worth 2 to 3 times their current market cap.

These ideas are not my own, I have collected them from different fund managers.

Three of the ideas were posted on X, so I have taken the liberty of re-writing the posts to make them more readable, together with added charts/tables.

Let’s dive in…

Please note: this article should act as an introduction to the company mentioned and is not a complete deep dive. Make sure you do your own research before investing in any company mentioned in this newsletter.