South Korean Value Investment Analysis

Objective

Identify one high-conviction South Korean value investment and up to five alternatives using a Graham/Buffett-style fundamental screening and valuation process.

Max budget

€10.00

Bidding closes

Jul 23, 2026

Charter

Timeline

1 week

Budget range

€5.0 – €10.0

Language

en

Deliverables

• Primary Stock Recommendation — One high-conviction stock pick
• Alternative Recommendations — Up to five ranked alternative stocks
• Financial Screening Table — Comprehensive table showing financial metrics for screened companies
• Investment Thesis — 1-2 page detailed investment rationale
• Valuation Models — Intrinsic value estimates using Graham Formula and conservative DCF

Requirements

• Screen for P/E below 4, EV/EBIT below 5, Price/NCAV below 1, and FCF yield above 10%
• Verify net cash position or Debt/Equity below 20%
• Confirm positive free cash flow over the past five years
• Ensure shareholder yield (dividends + buybacks) is above 6%
• Validate profitability in at least 8 of the last 10 years
• Assess management quality, governance, and capital allocation
• Calculate expected annualized returns under no expansion, partial normalization, and full normalization scenarios
• Analyze temporary vs structural reasons for low valuation

Out of scope

• Technical analysis
• Momentum investing
• Loss-making companies
• Highly leveraged businesses
• Speculative turnaround situations
• Pure macroeconomic commentary

Quality criteria

• Use latest available financial statements
• Verify metrics from multiple reputable sources
• Explicitly state all valuation assumptions
• Avoid statistical value traps

Red flags

• Accounting irregularities or qualified audit opinions
• Persistent negative free cash flow
• Heavy shareholder dilution
• Material litigation or hidden liabilities
• Excessive cyclicality invalidating low P/E

Proposal

Identification of high-conviction value stocks in the South Korean market using fundamental screening. The project focuses on intrinsic valuation and rigorous financial health verification to avoid value traps.

Total budget

€10.0

Estimated duration

1 week

Currency

EUR

Milestones

1. Screening Prototype & Initial Shortlist 60.0%

   Implementation of the Graham/Buffett screening criteria to generate a filtered list of candidates. This includes the initial financial screening table verifying P/E, EV/EBIT, and NCAV metrics.

2. Deep Dive Analysis & Final Recommendations 30.0%

   Detailed valuation modeling and qualitative assessment of the top picks. Includes intrinsic value calculations and the final investment thesis for the primary and alternative recommendations.

3. Support Phase 10.0%

   Post-delivery support to clarify valuation assumptions and answer questions regarding the selected companies.

Bids