Valuation Update With 7 Day Price Move • Jul 08
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₩3,685, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 26x in the Electrical industry in South Korea. Total returns to shareholders of 45% over the past three years. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₩4,370, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 30x in the Electrical industry in South Korea. Total returns to shareholders of 52% over the past three years. New Risk • Jun 19
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩148.4b (US$97.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (₩148.4b market cap, or US$97.1m). Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₩6,190, the stock trades at a trailing P/E ratio of 41.2x. Average trailing P/E is 37x in the Electrical industry in South Korea. Total returns to shareholders of 136% over the past three years. Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to ₩8,120, the stock trades at a trailing P/E ratio of 58x. Average trailing P/E is 57x in the Electrical industry in South Korea. Total returns to shareholders of 220% over the past three years. New Risk • Mar 20
New major risk - Revenue and earnings growth Earnings have declined by 1.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (14% average weekly change). Annuncio • Mar 10
Elensys Co.,Ltd., Annual General Meeting, Mar 26, 2026 Elensys Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 30, parang-ro 466beon-gil, seo-gu, incheon South Korea Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to ₩5,950, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 38x in the Electrical industry in South Korea. Total returns to shareholders of 124% over the past three years. Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩7,790, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 27x in the Electrical industry in South Korea. Total returns to shareholders of 204% over the past three years. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩7,240, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 26x in the Electrical industry in South Korea. Total returns to shareholders of 205% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of ₩50.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 23 April 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%). Valuation Update With 7 Day Price Move • Dec 01
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩5,580, the stock trades at a trailing P/E ratio of 40.3x. Average trailing P/E is 24x in the Electrical industry in South Korea. Total returns to shareholders of 113% over the past three years. New Risk • Nov 27
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: 5.9% Last year net profit margin: 8.6% 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 Profit margins are more than 30% lower than last year (5.9% net profit margin). Market cap is less than US$100m (₩146.0b market cap, or US$99.9m). New Risk • Nov 24
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩146.8b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩146.8b market cap, or US$99.4m). Declared Dividend • Nov 08
Dividend of ₩50.00 announced Dividend of ₩50.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 23rd April 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (42% 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 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Nov 07
Elensys Co.,Ltd. announces Annual dividend, payable on April 23, 2026 Elensys Co.,Ltd. announced Annual dividend of KRW 50.0000 per share payable on April 23, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. New Risk • Nov 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. New Risk • Jul 25
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩137.8b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Reported Earnings • Mar 20
Full year 2024 earnings released: EPS: ₩166 (vs ₩168 in FY 2023) Full year 2024 results: EPS: ₩166. Revenue: ₩71.6b (up 4.5% from FY 2023). Net income: ₩4.99b (flat on FY 2023). Profit margin: 7.0% (down from 7.3% in FY 2023). The decrease in margin was driven by higher expenses. New Risk • Mar 13
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩144.5b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩144.5b market cap, or US$99.4m). Annuncio • Mar 05
Elensys Co.,Ltd., Annual General Meeting, Mar 24, 2025 Elensys Co.,Ltd., Annual General Meeting, Mar 24, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 30, parang-ro 466beon-gil, seo-gu, incheon South Korea New Risk • Jan 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jan 02
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to ₩5,790, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 19x in the Electrical industry in South Korea. Total returns to shareholders of 84% over the past three years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩50.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 24 April 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.6%). Valuation Update With 7 Day Price Move • Dec 04
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩4,170, the stock trades at a trailing P/E ratio of 21.1x. Average trailing P/E is 20x in the Electrical industry in South Korea. Total returns to shareholders of 48% over the past three years. New Risk • Nov 14
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩134.2b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩4,535, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 18x in the Electrical industry in South Korea. Total returns to shareholders of 56% over the past three years. Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩5,250, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 17x in the Electrical industry in South Korea. Total returns to shareholders of 38% over the past three years. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to ₩4,200, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 21x in the Electrical industry in South Korea. Total returns to shareholders of 21% over the past three years. New Risk • Aug 05
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₩127.2b market cap, or US$93.3m). Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₩5,270, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 28x in the Electrical industry in South Korea. Total returns to shareholders of 44% over the past three years. New Risk • May 02
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% 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: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Buy Or Sell Opportunity • Mar 29
Now 22% undervalued Over the last 90 days, the stock has risen 81% to ₩7,490. The fair value is estimated to be ₩9,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: ₩168 (vs ₩178 in FY 2022) Full year 2023 results: EPS: ₩168 (down from ₩178 in FY 2022). Revenue: ₩68.4b (down 17% from FY 2022). Net income: ₩4.98b (down 3.7% from FY 2022). Profit margin: 7.3% (up from 6.3% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 54% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Mar 08
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩7,540, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 20x in the Electrical industry in South Korea. Total returns to shareholders of 245% over the past three years. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩5,500, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 18x in the Electrical industry in South Korea. Total returns to shareholders of 138% over the past three years. Valuation Update With 7 Day Price Move • Jan 26
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩5,200, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 20x in the Electrical industry in South Korea. Total returns to shareholders of 157% over the past three years. Valuation Update With 7 Day Price Move • Jan 10
Investor sentiment improves as stock rises 37% After last week's 37% share price gain to ₩5,640, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 20x in the Electrical industry in South Korea. Total returns to shareholders of 168% over the past three years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩50.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.3%). Valuation Update With 7 Day Price Move • Oct 27
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to ₩4,520, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 17x in the Electrical industry in South Korea. Total returns to shareholders of 99% over the past three years. Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₩5,300, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 19x in the Electrical industry in South Korea. Total returns to shareholders of 138% over the past three years. Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to ₩4,560, the stock trades at a trailing P/E ratio of 31.2x. Average trailing P/E is 21x in the Electrical industry in South Korea. Total returns to shareholders of 130% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improves as stock rises 34% After last week's 34% share price gain to ₩3,625, the stock trades at a trailing P/E ratio of 24.8x. Average trailing P/E is 20x in the Electrical industry in South Korea. Total returns to shareholders of 88% over the past three years. New Risk • Jul 13
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% 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 (2.5% increase in shares outstanding). Market cap is less than US$100m (₩77.9b market cap, or US$61.2m). Reported Earnings • May 21
First quarter 2023 earnings released: EPS: ₩63.00 (vs ₩64.00 in 1Q 2022) First quarter 2023 results: EPS: ₩63.00 (down from ₩64.00 in 1Q 2022). Revenue: ₩17.6b (down 23% from 1Q 2022). Net income: ₩1.84b (down 1.4% from 1Q 2022). Profit margin: 11% (up from 8.2% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 26
Full year 2022 earnings released: EPS: ₩178 (vs ₩220 in FY 2021) Full year 2022 results: EPS: ₩178 (down from ₩220 in FY 2021). Revenue: ₩82.6b (up 5.5% from FY 2021). Net income: ₩5.17b (down 17% from FY 2021). Profit margin: 6.3% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 21
Upcoming dividend of ₩45.00 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 27 April 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.9%). Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩2,620, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 15x in the Electrical industry in South Korea. Total loss to shareholders of 20% over the past year. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩3,035, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 17x in the Electrical industry in South Korea. Total loss to shareholders of 14% over the past year. Valuation Update With 7 Day Price Move • Feb 14
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩3,355, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 19x in the Electrical industry in South Korea. Total returns to shareholders of 41% over the past year. Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment improved over the past week After last week's 18% share price gain to ₩4,140, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 21x in the Electrical industry in South Korea. Total returns to shareholders of 83% over the past year. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 16% share price gain to ₩3,480, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 20x in the Electrical industry in South Korea. Total returns to shareholders of 59% over the past year. Upcoming Dividend • Dec 22
Upcoming dividend of ₩40.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 28 April 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.8%). Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improved over the past week After last week's 25% share price gain to ₩4,200, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 23x in the Electrical industry in South Korea. Total returns to shareholders of 128% over the past year. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improved over the past week After last week's 22% share price gain to ₩3,585, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 27x in the Electrical industry in South Korea. Total returns to shareholders of 59% over the past year. Reported Earnings • Mar 18
Full year 2020 earnings released: EPS ₩123 (vs ₩48.00 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩61.2b (up 17% from FY 2019). Net income: ₩3.39b (up 209% from FY 2019). Profit margin: 5.5% (up from 2.1% in FY 2019). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Mar 02
New 90-day high: ₩2,480 The company is up 2.0% from its price of ₩2,425 on 02 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electrical industry, which is down 5.0% over the same period. Is New 90 Day High Low • Jan 29
New 90-day low: ₩2,120 The company is down 11% from its price of ₩2,390 on 30 October 2020. The South Korean market is up 33% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 25% over the same period. Is New 90 Day High Low • Jan 12
New 90-day low: ₩2,180 The company is down 12% from its price of ₩2,465 on 14 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 19% over the same period. Is New 90 Day High Low • Nov 10
New 90-day high: ₩2,640 The company is up 38% from its price of ₩1,910 on 12 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 17% over the same period. Is New 90 Day High Low • Oct 08
New 90-day high: ₩2,255 The company is up 21% from its price of ₩1,865 on 10 July 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 41% over the same period.