Reported Earnings • Mar 20
Full year 2025 earnings released: EPS: ₩5,126 (vs ₩3,630 in FY 2024) Full year 2025 results: EPS: ₩5,126 (up from ₩3,630 in FY 2024). Revenue: ₩908.1b (up 16% from FY 2024). Net income: ₩39.1b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year. Valuation Update With 7 Day Price Move • Feb 13
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩15,300, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total returns to shareholders of 23% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of ₩250 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%). Reported Earnings • Nov 20
Third quarter 2025 earnings released: EPS: ₩1,118 (vs ₩616 in 3Q 2024) Third quarter 2025 results: EPS: ₩1,118 (up from ₩616 in 3Q 2024). Revenue: ₩225.8b (up 7.5% from 3Q 2024). Net income: ₩8.50b (up 74% from 3Q 2024). Profit margin: 3.8% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year. Declared Dividend • Nov 08
Dividend of ₩250 announced Dividend of ₩250 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 40% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Bekanntmachung • Nov 07
IDIS Holdings Co., Ltd. announces Annual dividend, payable on April 15, 2026 IDIS Holdings Co., Ltd. announced Annual dividend of KRW 250.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩12,800, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 3.6% over the past three years. Reported Earnings • Mar 15
Full year 2024 earnings released: EPS: ₩3,630 (vs ₩2,624 in FY 2023) Full year 2024 results: EPS: ₩3,630 (up from ₩2,624 in FY 2023). Revenue: ₩781.4b (up 4.4% from FY 2023). Net income: ₩28.5b (up 36% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Bekanntmachung • Feb 21
IDIS Holdings Co., Ltd., Annual General Meeting, Mar 26, 2025 IDIS Holdings Co., Ltd., Annual General Meeting, Mar 26, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 8-10, techno 3-ro, yuseong-gu, daejeon South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩250 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%). New Risk • Dec 09
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩80.5b market cap, or US$56.6m). New Risk • Jun 16
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding). Market cap is less than US$100m (₩88.1b market cap, or US$63.7m). New Risk • Mar 21
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (₩99.7b market cap, or US$75.1m). New Risk • Mar 14
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (₩100.8b market cap, or US$76.7m). Upcoming Dividend • Dec 20
Upcoming dividend of ₩250 per share at 2.2% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 18 April 2024. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%). New Risk • Oct 19
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.2% increase in shares outstanding). Market cap is less than US$100m (₩106.2b market cap, or US$78.2m). Reported Earnings • Mar 18
Full year 2022 earnings released: EPS: ₩4,473 (vs ₩504 in FY 2021) Full year 2022 results: EPS: ₩4,473 (up from ₩504 in FY 2021). Revenue: ₩874.1b (up 61% from FY 2021). Net income: ₩38.0b (up ₩33.6b from FY 2021). Profit margin: 4.4% (up from 0.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 21
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 19 April 2023. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%). Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Mar 18
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: ₩504 (down from ₩529 in FY 2020). Revenue: ₩544.4b (up 26% from FY 2020). Net income: ₩4.40b (down 7.5% from FY 2020). Profit margin: 0.8% (down from 1.1% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Dec 22
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 20 April 2022. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%). Reported Earnings • Mar 24
Full year 2020 earnings released: EPS ₩529 (vs ₩1,189 loss in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩432.2b (down 15% from FY 2019). Net income: ₩4.76b (up ₩15.8b from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Jan 18
New 90-day low: ₩12,350 The company is down 8.0% from its price of ₩13,400 on 20 October 2020. The South Korean market is up 30% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 45% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of ₩200 Per Share Will be paid on the 16th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.6% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.5%). Is New 90 Day High Low • Nov 17
New 90-day low: ₩12,400 The company is down 17% from its price of ₩14,950 on 19 August 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.