View ValuationSnt DynamicsLtd 将来の成長Future 基準チェック /06現在、 Snt DynamicsLtd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Aerospace & Defense 収益成長30.0%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Low最終更新日19 Feb 2026今後の成長に関する最新情報Major Estimate Revision • Feb 28Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,495 to ₩1,654. Revenue forecast steady at ₩548.6m. Net income forecast to grow 11% next year vs 11% growth forecast for Aerospace & Defense industry in South Korea. Consensus price target of ₩18,000 unchanged from last update. Share price rose 9.1% to ₩18,390 over the past week.すべての更新を表示Recent updates分析記事 • May 21Snt DynamicsLtd's (KRX:003570) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Snt Dynamics Co.,Ltd. ( KRX:003570 ) recently. We did some...Upcoming Dividend • Mar 23Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.3%).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩48,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 44x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 484% over the past three years.New Risk • Feb 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 16% 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: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.6% net profit margin).お知らせ • Jan 30Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 27, 2026Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 27, 2026, at 10:30 Tokyo Standard Time. Location: auditorium, 599, nammyeon-ro, seongsan-gu, gyeongsangnam-do, changwon South Korea分析記事 • Jan 22Is It Too Late To Consider Buying Snt Dynamics Co.,Ltd. (KRX:003570)?Snt Dynamics Co.,Ltd. ( KRX:003570 ), might not be a large cap stock, but it saw a significant share price rise of 22...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩55,000, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 36x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 577% over the past three years.分析記事 • Jan 08These 4 Measures Indicate That Snt DynamicsLtd (KRX:003570) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Jan 08Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to ₩50,900. The fair value is estimated to be ₩42,198, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 22% in the next year.Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 17 March 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.5%).分析記事 • Dec 08A Look At The Fair Value Of Snt Dynamics Co.,Ltd. (KRX:003570)Key Insights Using the Dividend Discount Model, Snt DynamicsLtd fair value estimate is ₩43,142 Snt DynamicsLtd's...Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩47,500, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 31x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 525% over the past three years.分析記事 • Nov 19Snt DynamicsLtd's (KRX:003570) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from Snt Dynamics Co.,Ltd. ( KRX:003570 ) last week didn't sink the stock price. Our...Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₩749 (vs ₩779 in 3Q 2024)Third quarter 2025 results: EPS: ₩749 (down from ₩779 in 3Q 2024). Revenue: ₩151.7b (down 7.3% from 3Q 2024). Net income: ₩17.2b (down 1.7% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 03Slammed 27% Snt Dynamics Co.,Ltd. (KRX:003570) Screens Well Here But There Might Be A CatchSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩55,600, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 653% over the past three years.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩73,700, the stock trades at a trailing P/E ratio of 20.1x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 828% over the past three years.分析記事 • Sep 19Snt Dynamics Co.,Ltd. (KRX:003570) Looks Just Right With A 28% Price JumpSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders have had their patience rewarded with a 28% share price jump in the...Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩65,800, the stock trades at a trailing P/E ratio of 18x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 599% over the past three years.Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₩1,251 (vs ₩2,100 in 2Q 2024)Second quarter 2025 results: EPS: ₩1,251 (down from ₩2,100 in 2Q 2024). Revenue: ₩186.5b (up 29% from 2Q 2024). Net income: ₩28.0b (down 40% from 2Q 2024). Profit margin: 15% (down from 32% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩54,400, the stock trades at a trailing P/E ratio of 12.1x. Average forward P/E is 35x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 887% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.5%).Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩47,150, the stock trades at a trailing P/E ratio of 10.5x. Average forward P/E is 30x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 552% over the past three years.Buy Or Sell Opportunity • May 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to ₩40,950. The fair value is estimated to be ₩34,075, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 69%.New Risk • May 20New 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 9.0% 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 High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.0% average weekly change).Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩39,000, the stock trades at a trailing P/E ratio of 8.6x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 462% over the past three years.分析記事 • May 19We Think That There Are Issues Underlying Snt DynamicsLtd's (KRX:003570) EarningsInvestors were disappointed with Snt Dynamics Co.,Ltd.'s ( KRX:003570 ) earnings, despite the strong profit numbers. We...Reported Earnings • May 18First quarter 2025 earnings released: EPS: ₩793 (vs ₩575 in 1Q 2024)First quarter 2025 results: EPS: ₩793 (up from ₩575 in 1Q 2024). Revenue: ₩150.1b (up 32% from 1Q 2024). Net income: ₩17.8b (up 38% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.分析記事 • May 09Snt Dynamics Co.,Ltd. (KRX:003570) Surges 29% Yet Its Low P/E Is No Reason For ExcitementSnt Dynamics Co.,Ltd. ( KRX:003570 ) shares have continued their recent momentum with a 29% gain in the last month...分析記事 • May 08At ₩36,300, Is It Time To Put Snt Dynamics Co.,Ltd. (KRX:003570) On Your Watch List?Snt Dynamics Co.,Ltd. ( KRX:003570 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...Buy Or Sell Opportunity • May 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to ₩34,250. The fair value is estimated to be ₩28,279, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 19% in a year. Earnings are forecast to decline by 17% in the next year.分析記事 • Apr 15A Look At The Intrinsic Value Of Snt Dynamics Co.,Ltd. (KRX:003570)Key Insights The projected fair value for Snt DynamicsLtd is ₩32,565 based on Dividend Discount Model With ₩32,750...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩32,750, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 370% over the past three years.New Risk • Mar 21New 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 8.4% 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 High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.4% average weekly change).分析記事 • Mar 13Snt Dynamics Co.,Ltd. (KRX:003570) Shares Fly 34% But Investors Aren't Buying For GrowthDespite an already strong run, Snt Dynamics Co.,Ltd. ( KRX:003570 ) shares have been powering on, with a gain of 34% in...Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩34,900, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 394% over the past three years.Reported Earnings • Feb 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩4,293 (up from ₩2,212 in FY 2023). Revenue: ₩614.5b (up 26% from FY 2023). Net income: ₩96.1b (up 94% from FY 2023). Profit margin: 16% (up from 10% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.1%. Earnings per share (EPS) also surpassed analyst estimates by 104%. Over the last 3 years on average, earnings per share has increased by 53% per year whereas the company’s share price has increased by 56% per year.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩28,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 315% over the past three years.お知らせ • Feb 05Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 28, 2025Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 28, 2025, at 10:30 Tokyo Standard Time. Location: auditorium, 599, nammyeon-ro, seongsan-gu, gyeongsangnam-do, changwon South Korea分析記事 • Jan 27Snt Dynamics Co.,Ltd.'s (KRX:003570) Share Price Boosted 27% But Its Business Prospects Need A Lift TooThose holding Snt Dynamics Co.,Ltd. ( KRX:003570 ) shares would be relieved that the share price has rebounded 27% in...Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩23,750, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 245% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩550 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 13 March 2025. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 5.5%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Dec 10Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩16,970, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 122% over the past three years.分析記事 • Nov 29Earnings Working Against Snt Dynamics Co.,Ltd.'s (KRX:003570) Share Price Following 25% DiveSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Nov 26Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩20,200, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 24x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 178% over the past three years.分析記事 • Nov 14Investors Shouldn't Be Too Comfortable With Snt DynamicsLtd's (KRX:003570) EarningsSnt Dynamics Co.,Ltd. ( KRX:003570 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Nov 11Third quarter 2024 earnings released: EPS: ₩779 (vs ₩602 in 3Q 2023)Third quarter 2024 results: EPS: ₩779 (up from ₩602 in 3Q 2023). Revenue: ₩163.7b (up 22% from 3Q 2023). Net income: ₩17.5b (up 30% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 11Improved Earnings Required Before Snt Dynamics Co.,Ltd. (KRX:003570) Stock's 25% Jump Looks JustifiedSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders have had their patience rewarded with a 25% share price jump in the...New Risk • Sep 23New 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 9.3% 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 are forecast to decline by an average of 19% per year for the foreseeable future. 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 (9.3% average weekly change).New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Sep 17New major risk - Financial data availabilityThe 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₩2,100 (vs ₩401 in 2Q 2023)Second quarter 2024 results: EPS: ₩2,100 (up from ₩401 in 2Q 2023). Revenue: ₩145.1b (up 42% from 2Q 2023). Net income: ₩47.0b (up 424% from 2Q 2023). Profit margin: 32% (up from 8.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 10Snt Dynamics Co.,Ltd.'s (KRX:003570) 26% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Snt Dynamics Co.,Ltd. ( KRX:003570 ) shares have been powering on, with a gain of 26% in...Upcoming Dividend • Jun 20Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 19 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).分析記事 • Feb 29Snt Dynamics Co.,Ltd.'s (KRX:003570) Shares Bounce 28% But Its Business Still Trails The MarketSnt Dynamics Co.,Ltd. ( KRX:003570 ) shares have had a really impressive month, gaining 28% after a shaky period...Major Estimate Revision • Feb 28Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,495 to ₩1,654. Revenue forecast steady at ₩548.6m. Net income forecast to grow 11% next year vs 11% growth forecast for Aerospace & Defense industry in South Korea. Consensus price target of ₩18,000 unchanged from last update. Share price rose 9.1% to ₩18,390 over the past week.New Risk • Feb 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 4.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Dec 20Upcoming dividend of ₩350 per share at 3.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 March 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩16,170, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 254% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩29,166 per share.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩15,550, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 223% over the past three years.Reported Earnings • Nov 13Third quarter 2023 earnings released: EPS: ₩602 (vs ₩262 in 3Q 2022)Third quarter 2023 results: EPS: ₩602 (up from ₩262 in 3Q 2022). Revenue: ₩134.4b (up 46% from 3Q 2022). Net income: ₩13.5b (up 130% from 3Q 2022). Profit margin: 10.0% (up from 6.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩14,000, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 204% over the past three years.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩12,310, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 161% over the past three years.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₩401 (vs ₩281 in 2Q 2022)Second quarter 2023 results: EPS: ₩401 (up from ₩281 in 2Q 2022). Revenue: ₩101.9b (up 13% from 2Q 2022). Net income: ₩8.98b (up 43% from 2Q 2022). Profit margin: 8.8% (up from 7.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of ₩150 per share at 4.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 21 August 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (1.0%).Reported Earnings • May 17First quarter 2023 earnings released: EPS: ₩485 (vs ₩227 in 1Q 2022)First quarter 2023 results: EPS: ₩485 (up from ₩227 in 1Q 2022). Revenue: ₩102.8b (up 23% from 1Q 2022). Net income: ₩10.9b (up 114% from 1Q 2022). Profit margin: 11% (up from 6.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,090, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 115% over the past three years.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: ₩1,027 (vs ₩2,666 in FY 2021)Full year 2022 results: EPS: ₩1,027 (down from ₩2,666 in FY 2021). Revenue: ₩408.0b (up 22% from FY 2021). Net income: ₩23.0b (down 61% from FY 2021). Profit margin: 5.6% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 1.1% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.Upcoming Dividend • Dec 21Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 08 March 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩10,450, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 18x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 78% over the past three years.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Chairman Soonhoon Bae was the last director to join the board, commencing their role in 2013. 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 • Nov 13Third quarter 2022 earnings released: EPS: ₩807 (vs ₩132 in 3Q 2021)Third quarter 2022 results: EPS: ₩807 (up from ₩132 in 3Q 2021). Revenue: ₩102.6b (up 45% from 3Q 2021). Net income: ₩18.1b (up ₩15.2b from 3Q 2021). Profit margin: 18% (up from 4.1% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩10,350, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 25x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 102% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₩12,150, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 34x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 129% over the past three years.お知らせ • Jul 22Snt Dynamics Co.,Ltd. (KOSE:A003570) agreed to acquire 52.28% stake in Korea Heat Exchanger Co.,Ltd.Snt Dynamics Co.,Ltd. (KOSE:A003570) agreed to acquire 52.28% stake in Korea Heat Exchanger Co.,Ltd. for approximately KRW 35,050 million on July 20, 2022. Snt Dynamics Co.,Ltd. is acquiring 54,060,018 shares in Korea Heat Exchanger Co.,Ltd. Korea Heat Exchanger Co.,Ltd. generated the Total assets of KRW 77,364 million, total equity of KRW 71,278 million and Net Income of KRW 1,388 million for the financial year 2021.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩7,820, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 28x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 34% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 22 August 2022. Payout ratio is on the higher end at 91% but the company is not cash flow positive. Trailing yield: 6.6%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩7,550, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 31x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 24% over the past three years.Buying Opportunity • Jun 13Now 24% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be ₩11,684, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has grown by 36%.Buying Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be ₩11,756, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has grown by 51%.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Chairman Soonhoon Bae was the last director to join the board, commencing their role in 2013. 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 • Feb 22Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ₩2,666 (up from ₩329 in FY 2020). Revenue: ₩336.0b (up 11% from FY 2020). Net income: ₩59.0b (up ₩50.7b from FY 2020). Profit margin: 18% (up from 2.8% in FY 2020). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 374%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 March 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.2%).Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ₩132 (vs ₩8.00 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩70.6b (up 18% from 3Q 2020). Net income: ₩2.88b (up ₩3.06b from 3Q 2020). Profit margin: 4.1% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ₩160 (vs ₩132 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ₩86.3b (up 24% from 2Q 2020). Net income: ₩3.59b (up 3.9% from 2Q 2020). Profit margin: 4.2% (down from 4.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 21 August 2021. Trailing yield: 2.9%. Within top quartile of South Korean dividend payers (2.1%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₩11,100, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 18x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 100% over the past three years.Reported Earnings • May 16First quarter 2021 earnings released: EPS ₩2,374 (vs ₩126 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ₩70.3b (down 4.2% from 1Q 2020). Net income: ₩54.5b (up ₩51.1b from 1Q 2020). Profit margin: 78% (up from 4.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 14SNT DYNAMICS CO.,Ltd (KOSE:A003570) announces an Equity Buyback for KRW 10,000 million worth of its shares.SNT DYNAMICS CO.,Ltd (KOSE:A003570) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares pursuant to a contract with KB Securities Co., Ltd. The purpose of the program is to improve shareholder value and stabilize stock prices. The program will expire on November 12, 2021. As of May 12, 2021, the company had 10,895,072 shares in treasury within the scope available for dividend and had 1,152 shares in treasury through other repurchases.分析記事 • May 07Should SNT DYNAMICS CO.,Ltd (KRX:003570) Be Part Of Your Income Portfolio?Dividend paying stocks like SNT DYNAMICS CO.,Ltd ( KRX:003570 ) tend to be popular with investors, and for good reason...分析記事 • Mar 26Some Investors May Be Worried About S&T Dynamics' (KRX:003570) Returns On CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...分析記事 • Mar 05Could The S&T Dynamics Co. Ltd. (KRX:003570) Ownership Structure Tell Us Something Useful?Every investor in S&T Dynamics Co. Ltd. ( KRX:003570 ) should be aware of the most powerful shareholder groups...Reported Earnings • Feb 21Full year 2020 earnings released: EPS ₩329 (vs ₩622 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩301.8b (down 20% from FY 2019). Net income: ₩8.34b (down 50% from FY 2019). Profit margin: 2.8% (down from 4.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 15New 90-day high: ₩6,740The company is up 21% from its price of ₩5,590 on 17 November 2020. The South Korean market is also up 21% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Aerospace & Defense industry, which is up 57% 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、Snt DynamicsLtd 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:A003570 - 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12/31/2026783,700101,700N/AN/A13/31/2026741,81064,051-46,970-17,172N/A12/31/2025712,02261,575-99,031-59,126N/A9/30/2025679,99081,720-56,126-5,419N/A6/30/2025692,00282,014-90,092-36,227N/A3/31/2025650,534101,021-103,621-49,341N/A12/31/2024614,45396,132-51,617-10,025N/A9/30/2024569,65393,5615,50629,337N/A6/30/2024540,34789,58623,41850,024N/A3/31/2024497,17051,545124,177145,860N/A12/31/2023485,95449,53090,337108,924N/A9/30/2023481,19639,081117,722134,505N/A6/30/2023439,08931,472150,896161,166N/A3/31/2023427,17828,78537,01846,251N/A12/31/2022408,02523,0068,75019,209N/A9/30/2022374,73315,323-82,182-72,221N/A6/30/2022353,01912,330-70,507-62,259N/A3/31/2022349,3339,626-38,475-31,201N/A12/31/2021335,95458,999-4,2131,598N/A9/30/2021325,79262,64422,32726,857N/A6/30/2021315,13059,57934,82639,476N/A3/31/2021298,68759,44355,82060,911N/A12/31/2020301,7548,34247,87852,533N/A9/30/2020295,53113,45160,74664,790N/A6/30/2020329,11815,11052,33855,907N/A3/31/2020364,55015,60944,85847,781N/A12/31/2019375,11616,645N/A32,865N/A9/30/2019400,43629,057N/A28,276N/A6/30/2019397,05929,324N/A20,501N/A3/31/2019393,33326,179N/A8,235N/A12/31/2018396,25919,818N/A36,673N/A9/30/2018390,520-32,595N/A37,149N/A6/30/2018401,286-34,301N/A22,337N/A3/31/2018406,628-32,450N/A33,938N/A12/31/2017436,274-30,924N/A33,361N/A9/30/2017470,251-12,911N/A18,002N/A6/30/2017462,975-17,264N/A29,608N/A3/31/2017476,591-21,231N/A46,352N/A12/31/2016468,008-24,436N/A44,463N/A9/30/2016456,053-5,759N/A35,174N/A6/30/2016467,3227,136N/A27,821N/A3/31/2016479,75619,162N/A49,683N/A12/31/2015504,44532,623N/A49,035N/A9/30/2015515,00222,321N/A85,206N/A6/30/2015536,49416,710N/A93,523N/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: A003570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: A003570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: A003570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: A003570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: A003570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: A003570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7D1Y7D1Y7D1YCapital-goods 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2026/05/22 08:54終値2026/05/22 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Snt Dynamics Co.,Ltd. 1 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。7 アナリスト機関Sang-Hun LeeiM SecuritiesJong In YangKorea Investment & Securities Co., Ltd.Gang Rok LeeKyobo Securities Co., Ltd4 その他のアナリストを表示
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,495 to ₩1,654. Revenue forecast steady at ₩548.6m. Net income forecast to grow 11% next year vs 11% growth forecast for Aerospace & Defense industry in South Korea. Consensus price target of ₩18,000 unchanged from last update. Share price rose 9.1% to ₩18,390 over the past week.
分析記事 • May 21Snt DynamicsLtd's (KRX:003570) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Snt Dynamics Co.,Ltd. ( KRX:003570 ) recently. We did some...
Upcoming Dividend • Mar 23Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.3%).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩48,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 44x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 484% over the past three years.
New Risk • Feb 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 16% 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: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.6% net profit margin).
お知らせ • Jan 30Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 27, 2026Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 27, 2026, at 10:30 Tokyo Standard Time. Location: auditorium, 599, nammyeon-ro, seongsan-gu, gyeongsangnam-do, changwon South Korea
分析記事 • Jan 22Is It Too Late To Consider Buying Snt Dynamics Co.,Ltd. (KRX:003570)?Snt Dynamics Co.,Ltd. ( KRX:003570 ), might not be a large cap stock, but it saw a significant share price rise of 22...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩55,000, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 36x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 577% over the past three years.
分析記事 • Jan 08These 4 Measures Indicate That Snt DynamicsLtd (KRX:003570) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Jan 08Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to ₩50,900. The fair value is estimated to be ₩42,198, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 22% in the next year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 17 March 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.5%).
分析記事 • Dec 08A Look At The Fair Value Of Snt Dynamics Co.,Ltd. (KRX:003570)Key Insights Using the Dividend Discount Model, Snt DynamicsLtd fair value estimate is ₩43,142 Snt DynamicsLtd's...
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩47,500, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 31x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 525% over the past three years.
分析記事 • Nov 19Snt DynamicsLtd's (KRX:003570) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from Snt Dynamics Co.,Ltd. ( KRX:003570 ) last week didn't sink the stock price. Our...
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₩749 (vs ₩779 in 3Q 2024)Third quarter 2025 results: EPS: ₩749 (down from ₩779 in 3Q 2024). Revenue: ₩151.7b (down 7.3% from 3Q 2024). Net income: ₩17.2b (down 1.7% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 03Slammed 27% Snt Dynamics Co.,Ltd. (KRX:003570) Screens Well Here But There Might Be A CatchSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩55,600, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 653% over the past three years.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩73,700, the stock trades at a trailing P/E ratio of 20.1x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 828% over the past three years.
分析記事 • Sep 19Snt Dynamics Co.,Ltd. (KRX:003570) Looks Just Right With A 28% Price JumpSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders have had their patience rewarded with a 28% share price jump in the...
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩65,800, the stock trades at a trailing P/E ratio of 18x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 599% over the past three years.
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₩1,251 (vs ₩2,100 in 2Q 2024)Second quarter 2025 results: EPS: ₩1,251 (down from ₩2,100 in 2Q 2024). Revenue: ₩186.5b (up 29% from 2Q 2024). Net income: ₩28.0b (down 40% from 2Q 2024). Profit margin: 15% (down from 32% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩54,400, the stock trades at a trailing P/E ratio of 12.1x. Average forward P/E is 35x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 887% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 20 August 2025. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.5%).
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩47,150, the stock trades at a trailing P/E ratio of 10.5x. Average forward P/E is 30x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 552% over the past three years.
Buy Or Sell Opportunity • May 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to ₩40,950. The fair value is estimated to be ₩34,075, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 69%.
New Risk • May 20New 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 9.0% 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 High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.0% average weekly change).
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩39,000, the stock trades at a trailing P/E ratio of 8.6x. Average forward P/E is 32x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 462% over the past three years.
分析記事 • May 19We Think That There Are Issues Underlying Snt DynamicsLtd's (KRX:003570) EarningsInvestors were disappointed with Snt Dynamics Co.,Ltd.'s ( KRX:003570 ) earnings, despite the strong profit numbers. We...
Reported Earnings • May 18First quarter 2025 earnings released: EPS: ₩793 (vs ₩575 in 1Q 2024)First quarter 2025 results: EPS: ₩793 (up from ₩575 in 1Q 2024). Revenue: ₩150.1b (up 32% from 1Q 2024). Net income: ₩17.8b (up 38% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.
分析記事 • May 09Snt Dynamics Co.,Ltd. (KRX:003570) Surges 29% Yet Its Low P/E Is No Reason For ExcitementSnt Dynamics Co.,Ltd. ( KRX:003570 ) shares have continued their recent momentum with a 29% gain in the last month...
分析記事 • May 08At ₩36,300, Is It Time To Put Snt Dynamics Co.,Ltd. (KRX:003570) On Your Watch List?Snt Dynamics Co.,Ltd. ( KRX:003570 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...
Buy Or Sell Opportunity • May 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to ₩34,250. The fair value is estimated to be ₩28,279, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 19% in a year. Earnings are forecast to decline by 17% in the next year.
分析記事 • Apr 15A Look At The Intrinsic Value Of Snt Dynamics Co.,Ltd. (KRX:003570)Key Insights The projected fair value for Snt DynamicsLtd is ₩32,565 based on Dividend Discount Model With ₩32,750...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩32,750, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 370% over the past three years.
New Risk • Mar 21New 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 8.4% 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 High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.4% average weekly change).
分析記事 • Mar 13Snt Dynamics Co.,Ltd. (KRX:003570) Shares Fly 34% But Investors Aren't Buying For GrowthDespite an already strong run, Snt Dynamics Co.,Ltd. ( KRX:003570 ) shares have been powering on, with a gain of 34% in...
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩34,900, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 394% over the past three years.
Reported Earnings • Feb 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩4,293 (up from ₩2,212 in FY 2023). Revenue: ₩614.5b (up 26% from FY 2023). Net income: ₩96.1b (up 94% from FY 2023). Profit margin: 16% (up from 10% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.1%. Earnings per share (EPS) also surpassed analyst estimates by 104%. Over the last 3 years on average, earnings per share has increased by 53% per year whereas the company’s share price has increased by 56% per year.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩28,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 315% over the past three years.
お知らせ • Feb 05Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 28, 2025Snt Dynamics Co.,Ltd., Annual General Meeting, Feb 28, 2025, at 10:30 Tokyo Standard Time. Location: auditorium, 599, nammyeon-ro, seongsan-gu, gyeongsangnam-do, changwon South Korea
分析記事 • Jan 27Snt Dynamics Co.,Ltd.'s (KRX:003570) Share Price Boosted 27% But Its Business Prospects Need A Lift TooThose holding Snt Dynamics Co.,Ltd. ( KRX:003570 ) shares would be relieved that the share price has rebounded 27% in...
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩23,750, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 245% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩550 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 13 March 2025. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 5.5%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩16,970, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 122% over the past three years.
分析記事 • Nov 29Earnings Working Against Snt Dynamics Co.,Ltd.'s (KRX:003570) Share Price Following 25% DiveSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩20,200, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 24x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 178% over the past three years.
分析記事 • Nov 14Investors Shouldn't Be Too Comfortable With Snt DynamicsLtd's (KRX:003570) EarningsSnt Dynamics Co.,Ltd. ( KRX:003570 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Nov 11Third quarter 2024 earnings released: EPS: ₩779 (vs ₩602 in 3Q 2023)Third quarter 2024 results: EPS: ₩779 (up from ₩602 in 3Q 2023). Revenue: ₩163.7b (up 22% from 3Q 2023). Net income: ₩17.5b (up 30% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 11Improved Earnings Required Before Snt Dynamics Co.,Ltd. (KRX:003570) Stock's 25% Jump Looks JustifiedSnt Dynamics Co.,Ltd. ( KRX:003570 ) shareholders have had their patience rewarded with a 25% share price jump in the...
New Risk • Sep 23New 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 9.3% 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 are forecast to decline by an average of 19% per year for the foreseeable future. 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 (9.3% average weekly change).
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Sep 17New major risk - Financial data availabilityThe 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₩2,100 (vs ₩401 in 2Q 2023)Second quarter 2024 results: EPS: ₩2,100 (up from ₩401 in 2Q 2023). Revenue: ₩145.1b (up 42% from 2Q 2023). Net income: ₩47.0b (up 424% from 2Q 2023). Profit margin: 32% (up from 8.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 10Snt Dynamics Co.,Ltd.'s (KRX:003570) 26% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Snt Dynamics Co.,Ltd. ( KRX:003570 ) shares have been powering on, with a gain of 26% in...
Upcoming Dividend • Jun 20Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 19 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
分析記事 • Feb 29Snt Dynamics Co.,Ltd.'s (KRX:003570) Shares Bounce 28% But Its Business Still Trails The MarketSnt Dynamics Co.,Ltd. ( KRX:003570 ) shares have had a really impressive month, gaining 28% after a shaky period...
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,495 to ₩1,654. Revenue forecast steady at ₩548.6m. Net income forecast to grow 11% next year vs 11% growth forecast for Aerospace & Defense industry in South Korea. Consensus price target of ₩18,000 unchanged from last update. Share price rose 9.1% to ₩18,390 over the past week.
New Risk • Feb 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 4.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Dec 20Upcoming dividend of ₩350 per share at 3.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 March 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩16,170, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 254% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩29,166 per share.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩15,550, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 223% over the past three years.
Reported Earnings • Nov 13Third quarter 2023 earnings released: EPS: ₩602 (vs ₩262 in 3Q 2022)Third quarter 2023 results: EPS: ₩602 (up from ₩262 in 3Q 2022). Revenue: ₩134.4b (up 46% from 3Q 2022). Net income: ₩13.5b (up 130% from 3Q 2022). Profit margin: 10.0% (up from 6.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩14,000, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 204% over the past three years.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩12,310, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 161% over the past three years.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₩401 (vs ₩281 in 2Q 2022)Second quarter 2023 results: EPS: ₩401 (up from ₩281 in 2Q 2022). Revenue: ₩101.9b (up 13% from 2Q 2022). Net income: ₩8.98b (up 43% from 2Q 2022). Profit margin: 8.8% (up from 7.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of ₩150 per share at 4.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 21 August 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (1.0%).
Reported Earnings • May 17First quarter 2023 earnings released: EPS: ₩485 (vs ₩227 in 1Q 2022)First quarter 2023 results: EPS: ₩485 (up from ₩227 in 1Q 2022). Revenue: ₩102.8b (up 23% from 1Q 2022). Net income: ₩10.9b (up 114% from 1Q 2022). Profit margin: 11% (up from 6.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,090, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 115% over the past three years.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: ₩1,027 (vs ₩2,666 in FY 2021)Full year 2022 results: EPS: ₩1,027 (down from ₩2,666 in FY 2021). Revenue: ₩408.0b (up 22% from FY 2021). Net income: ₩23.0b (down 61% from FY 2021). Profit margin: 5.6% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 1.1% growth forecast for the Aerospace & Defense industry in South Korea. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 08 March 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩10,450, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 18x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 78% over the past three years.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Chairman Soonhoon Bae was the last director to join the board, commencing their role in 2013. 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 • Nov 13Third quarter 2022 earnings released: EPS: ₩807 (vs ₩132 in 3Q 2021)Third quarter 2022 results: EPS: ₩807 (up from ₩132 in 3Q 2021). Revenue: ₩102.6b (up 45% from 3Q 2021). Net income: ₩18.1b (up ₩15.2b from 3Q 2021). Profit margin: 18% (up from 4.1% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩10,350, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 25x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 102% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₩12,150, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 34x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 129% over the past three years.
お知らせ • Jul 22Snt Dynamics Co.,Ltd. (KOSE:A003570) agreed to acquire 52.28% stake in Korea Heat Exchanger Co.,Ltd.Snt Dynamics Co.,Ltd. (KOSE:A003570) agreed to acquire 52.28% stake in Korea Heat Exchanger Co.,Ltd. for approximately KRW 35,050 million on July 20, 2022. Snt Dynamics Co.,Ltd. is acquiring 54,060,018 shares in Korea Heat Exchanger Co.,Ltd. Korea Heat Exchanger Co.,Ltd. generated the Total assets of KRW 77,364 million, total equity of KRW 71,278 million and Net Income of KRW 1,388 million for the financial year 2021.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩7,820, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 28x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 34% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 22 August 2022. Payout ratio is on the higher end at 91% but the company is not cash flow positive. Trailing yield: 6.6%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩7,550, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 31x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 24% over the past three years.
Buying Opportunity • Jun 13Now 24% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be ₩11,684, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has grown by 36%.
Buying Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be ₩11,756, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has grown by 51%.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Chairman Soonhoon Bae was the last director to join the board, commencing their role in 2013. 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 • Feb 22Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ₩2,666 (up from ₩329 in FY 2020). Revenue: ₩336.0b (up 11% from FY 2020). Net income: ₩59.0b (up ₩50.7b from FY 2020). Profit margin: 18% (up from 2.8% in FY 2020). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 374%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 March 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.2%).
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ₩132 (vs ₩8.00 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩70.6b (up 18% from 3Q 2020). Net income: ₩2.88b (up ₩3.06b from 3Q 2020). Profit margin: 4.1% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ₩160 (vs ₩132 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ₩86.3b (up 24% from 2Q 2020). Net income: ₩3.59b (up 3.9% from 2Q 2020). Profit margin: 4.2% (down from 4.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 21 August 2021. Trailing yield: 2.9%. Within top quartile of South Korean dividend payers (2.1%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₩11,100, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 18x in the Aerospace & Defense industry in South Korea. Total returns to shareholders of 100% over the past three years.
Reported Earnings • May 16First quarter 2021 earnings released: EPS ₩2,374 (vs ₩126 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ₩70.3b (down 4.2% from 1Q 2020). Net income: ₩54.5b (up ₩51.1b from 1Q 2020). Profit margin: 78% (up from 4.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14SNT DYNAMICS CO.,Ltd (KOSE:A003570) announces an Equity Buyback for KRW 10,000 million worth of its shares.SNT DYNAMICS CO.,Ltd (KOSE:A003570) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares pursuant to a contract with KB Securities Co., Ltd. The purpose of the program is to improve shareholder value and stabilize stock prices. The program will expire on November 12, 2021. As of May 12, 2021, the company had 10,895,072 shares in treasury within the scope available for dividend and had 1,152 shares in treasury through other repurchases.
分析記事 • May 07Should SNT DYNAMICS CO.,Ltd (KRX:003570) Be Part Of Your Income Portfolio?Dividend paying stocks like SNT DYNAMICS CO.,Ltd ( KRX:003570 ) tend to be popular with investors, and for good reason...
分析記事 • Mar 26Some Investors May Be Worried About S&T Dynamics' (KRX:003570) Returns On CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
分析記事 • Mar 05Could The S&T Dynamics Co. Ltd. (KRX:003570) Ownership Structure Tell Us Something Useful?Every investor in S&T Dynamics Co. Ltd. ( KRX:003570 ) should be aware of the most powerful shareholder groups...
Reported Earnings • Feb 21Full year 2020 earnings released: EPS ₩329 (vs ₩622 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩301.8b (down 20% from FY 2019). Net income: ₩8.34b (down 50% from FY 2019). Profit margin: 2.8% (down from 4.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 15New 90-day high: ₩6,740The company is up 21% from its price of ₩5,590 on 17 November 2020. The South Korean market is also up 21% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Aerospace & Defense industry, which is up 57% over the same period.