View ValuationUnion Materials 将来の成長Future 基準チェック /06現在、 Union Materials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15.8%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 updatesValuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩923, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 5x in the Auto Components industry in South Korea. Total loss to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩1,213, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 6x in the Auto Components industry in South Korea. Total loss to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩1,613, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 63% over the past three years.Buy Or Sell Opportunity • May 15Now 24% undervaluedOver the last 90 days, the stock has risen 7.2% to ₩1,613. The fair value is estimated to be ₩2,128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Mar 27Union Materials' (KRX:047400) Solid Earnings May Rest On Weak FoundationsUnion Materials Corp.'s ( KRX:047400 ) healthy profit numbers didn't contain any surprises for investors. We think this...Buy Or Sell Opportunity • Mar 27Now 23% undervaluedOver the last 90 days, the stock has risen 25% to ₩1,631. The fair value is estimated to be ₩2,118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Mar 13Union Materials Corp., Annual General Meeting, Mar 26, 2026Union Materials Corp., Annual General Meeting, Mar 26, 2026, at 11:00 Tokyo Standard Time. Location: auditorium, 151, seongseogongdannam-ro, dalseo-gu, daegu South Korea分析記事 • Oct 13Union Materials Corp.'s (KRX:047400) 53% Share Price Surge Not Quite Adding UpUnion Materials Corp. ( KRX:047400 ) shareholders would be excited to see that the share price has had a great month...分析記事 • Oct 10Is Union Materials (KRX:047400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Oct 10New 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 9.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 71% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$100m (₩71.5b market cap, or US$50.4m).Reported Earnings • Aug 20Second quarter 2025 earnings released: ₩50.00 loss per share (vs ₩4.00 profit in 2Q 2024)Second quarter 2025 results: ₩50.00 loss per share (down from ₩4.00 profit in 2Q 2024). Revenue: ₩26.5b (down 10.0% from 2Q 2024). Net loss: ₩2.10b (down ₩2.27b from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.分析記事 • Apr 09Revenues Not Telling The Story For Union Materials Corp. (KRX:047400)When close to half the companies in the Auto Components industry in Korea have price-to-sales ratios (or "P/S") below...お知らせ • Mar 13Union Materials Corp., Annual General Meeting, Mar 27, 2025Union Materials Corp., Annual General Meeting, Mar 27, 2025, at 11:00 Tokyo Standard Time. Location: auditorium, 151, seongseogongdannam-ro, dalseo-gu, daegu South Korea分析記事 • Dec 09Is Union Materials (KRX:047400) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 10Union Materials Corp.'s (KRX:047400) Shares May Have Run Too Fast Too SoonWhen close to half the companies in the Auto Components industry in Korea have price-to-sales ratios (or "P/S") below...分析記事 • Jul 19Does Union Materials (KRX:047400) 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...分析記事 • Apr 19Union Materials Corp. (KRX:047400) Not Lagging Industry On Growth Or PricingWhen close to half the companies in the Auto Components industry in Korea have price-to-sales ratios (or "P/S") below...New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 8.1% 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 Risks Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 8.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩116.1b market cap, or US$86.1m).Upcoming Dividend • Dec 20Upcoming dividend of ₩35.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.0%).New Risk • Oct 18New 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 9.2% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).Upcoming Dividend • Dec 21Upcoming dividend of ₩35.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩2,930, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 10x in the Auto Components industry in South Korea. Total returns to shareholders of 17% over the past three years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩2,535, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 10x in the Auto Components industry in South Korea. Total returns to shareholders of 1.9% over the past three years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩2,905, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 11x in the Auto Components industry in South Korea. Total returns to shareholders of 10% over the past three years.Reported Earnings • May 22First quarter 2022 earnings released: EPS: ₩32.00 (vs ₩30.00 in 1Q 2021)First quarter 2022 results: EPS: ₩32.00 (up from ₩30.00 in 1Q 2021). Revenue: ₩31.9b (up 12% from 1Q 2021). Net income: ₩1.35b (up 6.2% from 1Q 2021). Profit margin: 4.2% (down from 4.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 22Upcoming dividend of ₩20.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).分析記事 • May 03Union Materials (KRX:047400) Seems To Be Using A Lot Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Mar 28Union Materials (KRX:047400) Could Be Struggling To Allocate CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...お知らせ • Mar 16Union Materials Corp., Annual General Meeting, Mar 30, 2021Union Materials Corp., Annual General Meeting, Mar 30, 2021, at 11:00 Korea Standard Time.分析記事 • Mar 01Factors Income Investors Should Consider Before Adding Union Materials Corp. (KRX:047400) To Their PortfolioToday we'll take a closer look at Union Materials Corp. ( KRX:047400 ) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Feb 19New 90-day high: ₩4,720The company is up 8.0% from its price of ₩4,370 on 20 November 2020. The South Korean market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 31% over the same period.Is New 90 Day High Low • Jan 29New 90-day low: ₩3,500The company is down 13% from its price of ₩4,010 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 Auto Components industry, which is up 49% over the same period.分析記事 • Jan 25Does Union Materials (KRX:047400) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 28New 90-day low: ₩3,630The company is down 1.0% from its price of ₩3,670 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 18% over the same period.Upcoming Dividend • Dec 22Upcoming Dividend of ₩50.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.2% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (1.7%).分析記事 • Dec 21Update: Union Materials (KRX:047400) Stock Gained 81% In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can...Is New 90 Day High Low • Sep 24New 90-day low: ₩3,340The company is down 10.0% from its price of ₩3,710 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 22% 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、Union Materials 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KOSE:A047400 - 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3/31/202699,2342,6051,5425,041N/A12/31/2025101,9372,4609,06511,853N/A9/30/2025103,451-40,0107,49010,141N/A6/30/2025104,743-44,10413,15314,754N/A3/31/2025107,690-41,83816,83717,738N/A12/31/2024108,366-46,47611,94412,928N/A9/30/2024110,326-23,42110,84512,574N/A6/30/2024115,514-20,0536,1948,240N/A3/31/2024117,128-21,9882,9975,726N/A12/31/2023116,470-18,050-3,6792,204N/A9/30/2023120,102-9,067-15,693-6,348N/A6/30/2023120,614-5,744-19,641-8,440N/A3/31/2023121,785-1,943-32,843-14,606N/A12/31/2022126,147-215-28,736-12,106N/A9/30/2022125,5654,752-19,569-5,987N/A6/30/2022123,6914,284-18,056-6,441N/A3/31/2022121,706622-3,6931,323N/A12/31/2021118,261268-5793,329N/A9/30/2021114,601-1,2873,4984,795N/A6/30/2021108,076-3,5663,4928,167N/A3/31/202196,441-2,864-1,2986,354N/A12/31/202093,509-1,437-6,8635,825N/A9/30/202090,900-652-15,6565,165N/A6/30/202096,1591,709-18,7293,888N/A3/31/2020105,7745,117-17,7138,095N/A12/31/2019106,7643,080N/A6,590N/A9/30/2019111,138-5,426N/A7,139N/A6/30/2019111,568-6,818N/A6,012N/A3/31/2019111,888-8,246N/A-5,230N/A12/31/2018112,336-8,795N/A-226N/A9/30/2018111,610-2,098N/A-1,835N/A6/30/2018111,651-661N/A-1,770N/A3/31/2018110,281893N/A9,266N/A12/31/2017109,898-813N/A7,504N/A9/30/2017110,7445,399N/A8,198N/A6/30/2017108,9534,533N/A10,219N/A3/31/2017107,8443,891N/A8,628N/A12/31/2016107,2486,689N/A9,354N/A9/30/2016106,4363,314N/A10,676N/A6/30/2016106,3765,936N/A11,571N/A3/31/2016106,7486,340N/A13,593N/A12/31/2015106,5845,104N/A9,308N/A9/30/2015107,2306,400N/A9,475N/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: A047400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: A047400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: A047400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: A047400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: A047400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: A047400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2026/07/03 09:31終値2026/07/03 00:00収益2026/03/31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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Union Materials Corp. 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。0
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩923, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 5x in the Auto Components industry in South Korea. Total loss to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩1,213, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 6x in the Auto Components industry in South Korea. Total loss to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩1,613, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 63% over the past three years.
Buy Or Sell Opportunity • May 15Now 24% undervaluedOver the last 90 days, the stock has risen 7.2% to ₩1,613. The fair value is estimated to be ₩2,128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Mar 27Union Materials' (KRX:047400) Solid Earnings May Rest On Weak FoundationsUnion Materials Corp.'s ( KRX:047400 ) healthy profit numbers didn't contain any surprises for investors. We think this...
Buy Or Sell Opportunity • Mar 27Now 23% undervaluedOver the last 90 days, the stock has risen 25% to ₩1,631. The fair value is estimated to be ₩2,118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Mar 13Union Materials Corp., Annual General Meeting, Mar 26, 2026Union Materials Corp., Annual General Meeting, Mar 26, 2026, at 11:00 Tokyo Standard Time. Location: auditorium, 151, seongseogongdannam-ro, dalseo-gu, daegu South Korea
分析記事 • Oct 13Union Materials Corp.'s (KRX:047400) 53% Share Price Surge Not Quite Adding UpUnion Materials Corp. ( KRX:047400 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Oct 10Is Union Materials (KRX:047400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Oct 10New 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 9.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 71% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$100m (₩71.5b market cap, or US$50.4m).
Reported Earnings • Aug 20Second quarter 2025 earnings released: ₩50.00 loss per share (vs ₩4.00 profit in 2Q 2024)Second quarter 2025 results: ₩50.00 loss per share (down from ₩4.00 profit in 2Q 2024). Revenue: ₩26.5b (down 10.0% from 2Q 2024). Net loss: ₩2.10b (down ₩2.27b from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 09Revenues Not Telling The Story For Union Materials Corp. (KRX:047400)When close to half the companies in the Auto Components industry in Korea have price-to-sales ratios (or "P/S") below...
お知らせ • Mar 13Union Materials Corp., Annual General Meeting, Mar 27, 2025Union Materials Corp., Annual General Meeting, Mar 27, 2025, at 11:00 Tokyo Standard Time. Location: auditorium, 151, seongseogongdannam-ro, dalseo-gu, daegu South Korea
分析記事 • Dec 09Is Union Materials (KRX:047400) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Oct 10Union Materials Corp.'s (KRX:047400) Shares May Have Run Too Fast Too SoonWhen close to half the companies in the Auto Components industry in Korea have price-to-sales ratios (or "P/S") below...
分析記事 • Jul 19Does Union Materials (KRX:047400) 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...
分析記事 • Apr 19Union Materials Corp. (KRX:047400) Not Lagging Industry On Growth Or PricingWhen close to half the companies in the Auto Components industry in Korea have price-to-sales ratios (or "P/S") below...
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 8.1% 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 Risks Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 8.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩116.1b market cap, or US$86.1m).
Upcoming Dividend • Dec 20Upcoming dividend of ₩35.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.0%).
New Risk • Oct 18New 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 9.2% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).
Upcoming Dividend • Dec 21Upcoming dividend of ₩35.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩2,930, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 10x in the Auto Components industry in South Korea. Total returns to shareholders of 17% over the past three years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩2,535, the stock trades at a trailing P/E ratio of 24.9x. Average trailing P/E is 10x in the Auto Components industry in South Korea. Total returns to shareholders of 1.9% over the past three years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩2,905, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 11x in the Auto Components industry in South Korea. Total returns to shareholders of 10% over the past three years.
Reported Earnings • May 22First quarter 2022 earnings released: EPS: ₩32.00 (vs ₩30.00 in 1Q 2021)First quarter 2022 results: EPS: ₩32.00 (up from ₩30.00 in 1Q 2021). Revenue: ₩31.9b (up 12% from 1Q 2021). Net income: ₩1.35b (up 6.2% from 1Q 2021). Profit margin: 4.2% (down from 4.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 22Upcoming dividend of ₩20.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).
分析記事 • May 03Union Materials (KRX:047400) Seems To Be Using A Lot Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Mar 28Union Materials (KRX:047400) Could Be Struggling To Allocate CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...
お知らせ • Mar 16Union Materials Corp., Annual General Meeting, Mar 30, 2021Union Materials Corp., Annual General Meeting, Mar 30, 2021, at 11:00 Korea Standard Time.
分析記事 • Mar 01Factors Income Investors Should Consider Before Adding Union Materials Corp. (KRX:047400) To Their PortfolioToday we'll take a closer look at Union Materials Corp. ( KRX:047400 ) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Feb 19New 90-day high: ₩4,720The company is up 8.0% from its price of ₩4,370 on 20 November 2020. The South Korean market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 31% over the same period.
Is New 90 Day High Low • Jan 29New 90-day low: ₩3,500The company is down 13% from its price of ₩4,010 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 Auto Components industry, which is up 49% over the same period.
分析記事 • Jan 25Does Union Materials (KRX:047400) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 28New 90-day low: ₩3,630The company is down 1.0% from its price of ₩3,670 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 18% over the same period.
Upcoming Dividend • Dec 22Upcoming Dividend of ₩50.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.2% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (1.7%).
分析記事 • Dec 21Update: Union Materials (KRX:047400) Stock Gained 81% In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can...
Is New 90 Day High Low • Sep 24New 90-day low: ₩3,340The company is down 10.0% from its price of ₩3,710 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 22% over the same period.