KYM returns are not as good as my reference. In the packaging sector, companies differ by products and the industry they serve. So no 2 companies are alike. So when I screen for companies, I look at ROE with reference to some based companies that I have analyzed in detail. Then I have a better feel of whether the target company is a better choice than my base. In the case of the packaging sector, by bases are Canone and New Toyo https://www.i4value.asia/2022/03/has-new-toyo-move-beyond-being-cigar.html#more