View ValuationIlji Technology 将来の成長Future 基準チェック /06現在、 Ilji Technologyの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Auto Components 収益成長15.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • Apr 14Should You Be Adding Ilji Technology (KOSDAQ:019540) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Mar 18Full year 2025 earnings released: EPS: ₩3,457 (vs ₩1,703 in FY 2024)Full year 2025 results: EPS: ₩3,457 (up from ₩1,703 in FY 2024). Revenue: ₩855.1b (up 13% from FY 2024). Net income: ₩45.7b (up 103% from FY 2024). Profit margin: 5.3% (up from 3.0% 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 46% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 13Ilji Technology Co., Ltd., Annual General Meeting, Mar 27, 2026Ilji Technology Co., Ltd., Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 50, gongdan 4-ro, jillyang-eup, gyeongsangbuk-do, gyeongsan South KoreaNew Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (₩83.8b market cap, or US$56.6m).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩4,350, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 8x in the Auto Components industry in South Korea. Total returns to shareholders of 68% over the past three years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩5,000, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total returns to shareholders of 84% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (2.0%).分析記事 • Nov 27Ilji Technology's (KOSDAQ:019540) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) lackluster earnings report last...分析記事 • Nov 09Ilji Technology (KOSDAQ:019540) Has Announced A Dividend Of ₩100.00Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) investors are due to receive a payment of ₩100.00 per share on 10th of...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. Earnings per share has grown by 65% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Ilji Technology Co., Ltd. announces Annual dividend, payable on April 10, 2026Ilji Technology Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 10, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • May 24Investors Can Find Comfort In Ilji Technology's (KOSDAQ:019540) Earnings QualityShareholders appeared unconcerned with Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) lackluster earnings report last...Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₩1,703 (vs ₩2,444 in FY 2023)Full year 2024 results: EPS: ₩1,703 (down from ₩2,444 in FY 2023). Revenue: ₩757.3b (up 21% from FY 2023). Net income: ₩22.5b (down 30% from FY 2023). Profit margin: 3.0% (down from 5.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 14Ilji Technology Co., Ltd., Annual General Meeting, Mar 28, 2025Ilji Technology Co., Ltd., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 50, gongdan 4-ro, jillyang-eup, gyeongsangbuk-do, gyeongsan South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 08 April 2025. Payout ratio is a comfortable 3.5% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.9%). In line with average of industry peers (2.6%).分析記事 • Nov 22We Think That There Are Issues Underlying Ilji Technology's (KOSDAQ:019540) EarningsUnsurprisingly, Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) stock price was strong on the back of its healthy...New Risk • Nov 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩53.8b market cap, or US$38.4m).分析記事 • Nov 20Ilji Technology (KOSDAQ:019540) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 20Does Ilji Technology (KOSDAQ:019540) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩5,720, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 8x in the Auto Components industry in South Korea. Total returns to shareholders of 8.6% over the past three years.New Risk • May 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩63.6b market cap, or US$46.8m).分析記事 • Mar 21Ilji Technology's (KOSDAQ:019540) Earnings Are Of Questionable QualityIlji Technology Co., Ltd.'s ( KOSDAQ:019540 ) robust earnings report didn't manage to move the market for its stock...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: ₩2,444 (vs ₩688 loss in FY 2022)Full year 2023 results: EPS: ₩2,444 (up from ₩688 loss in FY 2022). Revenue: ₩628.5b (up 174% from FY 2022). Net income: ₩32.3b (up ₩41.4b from FY 2022). Profit margin: 5.1% (up from net loss in FY 2022). The move to profitability 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 8% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 11Ilji Technology (KOSDAQ:019540) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 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: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 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: Minority of independent directors. Insufficient board refreshment.分析記事 • Apr 08Is Ilji Technology (KOSDAQ:019540) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Mar 09New 90-day low: ₩3,690The company is down 2.0% from its price of ₩3,760 on 09 December 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 20% over the same period.分析記事 • Dec 24Does Ilji Technology (KOSDAQ:019540) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Nov 05New 90-day high: ₩5,230The company is up 39% from its price of ₩3,760 on 07 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 Auto Components industry, which is up 8.0% over the same period.Is New 90 Day High Low • Oct 05New 90-day high: ₩4,745The company is up 44% from its price of ₩3,290 on 07 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 19% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Ilji Technology は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSDAQ:A019540 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025855,06345,67265,33593,545N/A9/30/2025818,30920,90584,824132,188N/A6/30/2025801,16017,66981,534119,257N/A3/31/2025773,08424,00362,09599,905N/A12/31/2024757,29522,50818,93653,648N/A9/30/2024765,15537,902-26,36719,672N/A6/30/2024757,67236,66470946,184N/A3/31/2024735,87832,976-37,99236,590N/A12/31/2023628,48632,300-24,96046,528N/A9/30/2023496,83110,6416,36258,224N/A6/30/2023377,37211,844-18,27834,128N/A3/31/2023261,784-1,86674,51297,109N/A12/31/2022229,145-9,09449,03376,231N/A9/30/2022215,869-1,20430,00564,549N/A6/30/2022193,681-4,55125,14557,048N/A3/31/2022194,192-3,707-37,513-9,619N/A12/31/2021195,847-608-23,6713,687N/A9/30/2021219,692-11,351-7,7416,484N/A6/30/2021229,737-11,2913,61823,327N/A3/31/2021213,272-12,490-5,38324,196N/A12/31/2020191,662-18,765-15,83918,507N/A9/30/2020168,482364-19,48121,931N/A6/30/2020169,486-3,908-25,82035,698N/A3/31/2020179,154-7,166-27,16223,060N/A12/31/2019191,127-4,279-19,56731,621N/A9/30/2019199,212-10,203N/A36,853N/A6/30/2019202,714-9,605N/A31,917N/A3/31/2019216,612-2,536N/A38,807N/A12/31/2018228,508-3,448N/A53,329N/A9/30/2018237,854-4,055N/A41,272N/A6/30/2018247,3756,885N/A42,715N/A3/31/2018242,3717,311N/A71,158N/A12/31/2017261,1228,168N/A57,800N/A9/30/2017284,23914,188N/A54,570N/A6/30/2017289,9869,274N/A38,224N/A3/31/2017328,34513,467N/A18,452N/A12/31/2016343,24718,930N/A36,304N/A9/30/2016341,0908,713N/A27,774N/A6/30/2016342,4379,903N/A70,123N/A3/31/2016326,5479,449N/A22,824N/A12/31/2015304,8308,577N/A27,706N/A9/30/2015282,27919,022N/A32,256N/A6/30/2015268,58221,925N/A-8,424N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A019540の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A019540の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A019540の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A019540の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A019540の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A019540の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 04:44終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ilji Technology Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Dong Ha KimKyobo Securities Co., LtdKyuha LeeNH Investment & Securities Co., Ltd.Yoon Seok LeeSK Securities Co., Ltd.
分析記事 • Apr 14Should You Be Adding Ilji Technology (KOSDAQ:019540) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: ₩3,457 (vs ₩1,703 in FY 2024)Full year 2025 results: EPS: ₩3,457 (up from ₩1,703 in FY 2024). Revenue: ₩855.1b (up 13% from FY 2024). Net income: ₩45.7b (up 103% from FY 2024). Profit margin: 5.3% (up from 3.0% 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 46% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 13Ilji Technology Co., Ltd., Annual General Meeting, Mar 27, 2026Ilji Technology Co., Ltd., Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 50, gongdan 4-ro, jillyang-eup, gyeongsangbuk-do, gyeongsan South Korea
New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (₩83.8b market cap, or US$56.6m).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩4,350, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 8x in the Auto Components industry in South Korea. Total returns to shareholders of 68% over the past three years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩5,000, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total returns to shareholders of 84% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (2.0%).
分析記事 • Nov 27Ilji Technology's (KOSDAQ:019540) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) lackluster earnings report last...
分析記事 • Nov 09Ilji Technology (KOSDAQ:019540) Has Announced A Dividend Of ₩100.00Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) investors are due to receive a payment of ₩100.00 per share on 10th of...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. Earnings per share has grown by 65% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Ilji Technology Co., Ltd. announces Annual dividend, payable on April 10, 2026Ilji Technology Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 10, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • May 24Investors Can Find Comfort In Ilji Technology's (KOSDAQ:019540) Earnings QualityShareholders appeared unconcerned with Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) lackluster earnings report last...
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₩1,703 (vs ₩2,444 in FY 2023)Full year 2024 results: EPS: ₩1,703 (down from ₩2,444 in FY 2023). Revenue: ₩757.3b (up 21% from FY 2023). Net income: ₩22.5b (down 30% from FY 2023). Profit margin: 3.0% (down from 5.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 14Ilji Technology Co., Ltd., Annual General Meeting, Mar 28, 2025Ilji Technology Co., Ltd., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 50, gongdan 4-ro, jillyang-eup, gyeongsangbuk-do, gyeongsan South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 08 April 2025. Payout ratio is a comfortable 3.5% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.9%). In line with average of industry peers (2.6%).
分析記事 • Nov 22We Think That There Are Issues Underlying Ilji Technology's (KOSDAQ:019540) EarningsUnsurprisingly, Ilji Technology Co., Ltd.'s ( KOSDAQ:019540 ) stock price was strong on the back of its healthy...
New Risk • Nov 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩53.8b market cap, or US$38.4m).
分析記事 • Nov 20Ilji Technology (KOSDAQ:019540) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jun 20Does Ilji Technology (KOSDAQ:019540) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩5,720, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 8x in the Auto Components industry in South Korea. Total returns to shareholders of 8.6% over the past three years.
New Risk • May 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩63.6b market cap, or US$46.8m).
分析記事 • Mar 21Ilji Technology's (KOSDAQ:019540) Earnings Are Of Questionable QualityIlji Technology Co., Ltd.'s ( KOSDAQ:019540 ) robust earnings report didn't manage to move the market for its stock...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: ₩2,444 (vs ₩688 loss in FY 2022)Full year 2023 results: EPS: ₩2,444 (up from ₩688 loss in FY 2022). Revenue: ₩628.5b (up 174% from FY 2022). Net income: ₩32.3b (up ₩41.4b from FY 2022). Profit margin: 5.1% (up from net loss in FY 2022). The move to profitability 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 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 11Ilji Technology (KOSDAQ:019540) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 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: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 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: Minority of independent directors. Insufficient board refreshment.
分析記事 • Apr 08Is Ilji Technology (KOSDAQ:019540) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Mar 09New 90-day low: ₩3,690The company is down 2.0% from its price of ₩3,760 on 09 December 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 20% over the same period.
分析記事 • Dec 24Does Ilji Technology (KOSDAQ:019540) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Nov 05New 90-day high: ₩5,230The company is up 39% from its price of ₩3,760 on 07 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 Auto Components industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Oct 05New 90-day high: ₩4,745The company is up 44% from its price of ₩3,290 on 07 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 19% over the same period.