View Financial HealthSJ Group 配当と自社株買い配当金 基準チェック /06SJ Group現在配当金を支払っていません。主要情報0%配当利回り2.1%バイバック利回り総株主利回り2.1%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新お知らせ • Jul 12SJ Group Co., Ltd. (KOSDAQ:A306040) announces an Equity Buyback for KRW 3,000 million worth of its shares.SJ Group Co., Ltd. (KOSDAQ:A306040) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its common stock, pursuant to a contract with NH Securities Co., Ltd. The purpose of the program is to enhance the shareholders' value and stabilize stock price. The program will end on January 11, 2025. As of July 10, 2024, the company had 120,482 shares in treasury within the scope available for dividend and no shares in treasury through other repurchase.Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 5.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 12 April 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%).Upcoming Dividend • Dec 21Upcoming dividend of ₩450 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).Upcoming Dividend • Dec 22Upcoming dividend of ₩140 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. 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 • Dec 25Why You Might Be Interested In SJ Group Co., Ltd. (KOSDAQ:306040) For Its Upcoming DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...すべての更新を表示Recent updatesお知らせ • Mar 13SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2026SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 156, dogok-ro, gangnam-gu, seoul South Korea分析記事 • Jan 26SJ Group Co., Ltd.'s (KOSDAQ:306040) Shares Climb 31% But Its Business Is Yet to Catch UpDespite an already strong run, SJ Group Co., Ltd. ( KOSDAQ:306040 ) shares have been powering on, with a gain of 31% in...New Risk • Dec 15New 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 11% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 323% Paying a dividend despite having no free cash flows. Earnings have declined by 38% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩45.6b market cap, or US$31.2m).分析記事 • Dec 12SJ Group Co., Ltd.'s (KOSDAQ:306040) Shareholders Might Be Looking For ExitThere wouldn't be many who think SJ Group Co., Ltd.'s ( KOSDAQ:306040 ) price-to-sales (or "P/S") ratio of 0.2x is...Buy Or Sell Opportunity • Aug 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to ₩4,565. The fair value is estimated to be ₩3,728, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jul 16Risks To Shareholder Returns Are Elevated At These Prices For SJ Group Co., Ltd. (KOSDAQ:306040)It's not a stretch to say that SJ Group Co., Ltd.'s ( KOSDAQ:306040 ) price-to-sales (or "P/S") ratio of 0.3x right now...Buy Or Sell Opportunity • Jul 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to ₩4,735. The fair value is estimated to be ₩3,733, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to ₩4,495. The fair value is estimated to be ₩3,705, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 21Now 20% overvaluedOver the last 90 days, the stock has fallen 3.4% to ₩4,640. The fair value is estimated to be ₩3,851, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 22Full year 2024 earnings released: ₩289 loss per share (vs ₩1,348 profit in FY 2023)Full year 2024 results: ₩289 loss per share (down from ₩1,348 profit in FY 2023). Revenue: ₩181.8b (down 11% from FY 2023). Net loss: ₩2.78b (down 121% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 45% per year, which means it has not declined as severely as earnings.分析記事 • Mar 21Calculating The Intrinsic Value Of SJ Group Co., Ltd. (KOSDAQ:306040)Key Insights Using the Dividend Discount Model, SJ Group fair value estimate is ₩3,913 Current share price of ₩4,165...お知らせ • Mar 13SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2025SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 156, dogok-ro, gangnam-gu, seoul South KoreaBuy Or Sell Opportunity • Feb 25Now 21% overvaluedOver the last 90 days, the stock has fallen 7.6% to ₩4,785. The fair value is estimated to be ₩3,951, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 42%.Buy Or Sell Opportunity • Jan 02Now 23% overvaluedOver the last 90 days, the stock has fallen 23% to ₩5,050. The fair value is estimated to be ₩4,115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 42%.New Risk • Dec 16New 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩47.9b market cap, or US$33.4m).Buy Or Sell Opportunity • Dec 10Now 23% overvaluedOver the last 90 days, the stock has fallen 19% to ₩5,050. The fair value is estimated to be ₩4,122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 42%.New Risk • Dec 03New major risk - Revenue and earnings growthEarnings have declined by 3.4% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 323% Paying a dividend despite having no free cash flows. Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (₩51.6b market cap, or US$36.8m).分析記事 • Nov 18SJ Group Co., Ltd. (KOSDAQ:306040) Screens Well But There Might Be A CatchWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Luxury industry in Korea, you could be forgiven...分析記事 • Sep 26Investors Could Be Concerned With SJ Group's (KOSDAQ:306040) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Jul 13The Market Doesn't Like What It Sees From SJ Group Co., Ltd.'s (KOSDAQ:306040) Earnings YetSJ Group Co., Ltd.'s ( KOSDAQ:306040 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right...お知らせ • Jul 12SJ Group Co., Ltd. (KOSDAQ:A306040) announces an Equity Buyback for KRW 3,000 million worth of its shares.SJ Group Co., Ltd. (KOSDAQ:A306040) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its common stock, pursuant to a contract with NH Securities Co., Ltd. The purpose of the program is to enhance the shareholders' value and stabilize stock price. The program will end on January 11, 2025. As of July 10, 2024, the company had 120,482 shares in treasury within the scope available for dividend and no shares in treasury through other repurchase.Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 5.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 12 April 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%).New Risk • Nov 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.2% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.2% net profit margin). Market cap is less than US$100m (₩88.1b market cap, or US$67.9m).New Risk • Aug 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (10% net profit margin). Market cap is less than US$100m (₩98.2b market cap, or US$74.2m).Reported Earnings • Mar 26Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩2,974 (up from ₩2,365 in FY 2021). Revenue: ₩197.9b (up 32% from FY 2021). Net income: ₩29.1b (up 26% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩450 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).Price Target Changed • Dec 03Price target decreased to ₩30,000Down from ₩37,000, the current price target is provided by 1 analyst. New target price is 85% above last closing price of ₩16,200. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩3,214 for next year compared to ₩2,365 last year.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩15,200, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Luxury industry in South Korea. Total loss to shareholders of 40% over the past year.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩17,800, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Luxury industry in South Korea. Total loss to shareholders of 28% over the past year.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩19,500, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Luxury industry in South Korea. Total loss to shareholders of 20% over the past year.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩24,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 33% over the past year.Upcoming Dividend • Dec 22Upcoming dividend of ₩140 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).Price Target Changed • Jul 15Price target increased to ₩36,500Up from ₩32,750, the current price target is an average from 7 analysts. New target price is 26% above last closing price of ₩28,900. Stock is up 43% over the past year.Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₩31,000, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in South Korea. Total returns to shareholders of 89% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩39,141 per share.分析記事 • Apr 20Is SJ Group (KOSDAQ:306040) A Risky Investment?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 01SJ Group (KOSDAQ:306040) Strong Profits May Be Masking Some Underlying IssuesSJ Group Co., Ltd.'s ( KOSDAQ:306040 ) healthy profit numbers didn't contain any surprises for investors. We believe...Price Target Changed • Mar 21Price target increased to ₩25,333Up from ₩22,667, the current price target is an average from 5 analysts. New target price is 10% above last closing price of ₩22,950. Stock is up 109% over the past year.分析記事 • Mar 17Here's What To Make Of SJ Group's (KOSDAQ:306040) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...分析記事 • Mar 02Did SJ Group's (KOSDAQ:306040) Share Price Deserve to Gain 27%?On average, over time, stock markets tend to rise higher. This makes investing attractive. But if you choose that path...Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩21,750, the stock is trading at a trailing P/E ratio of 13.7x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 17x in the Luxury industry in South Korea. Total returns to shareholders over the past year are 11%.Is New 90 Day High Low • Feb 15New 90-day high: ₩19,600The company is up 29% from its price of ₩15,200 on 17 November 2020. The South Korean market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩46,323 per share.分析記事 • Feb 10Could The SJ Group Co., Ltd. (KOSDAQ:306040) Ownership Structure Tell Us Something Useful?The big shareholder groups in SJ Group Co., Ltd. ( KOSDAQ:306040 ) have power over the company. Insiders often own a...分析記事 • Jan 15A Closer Look At SJ Group Co., Ltd.'s (KOSDAQ:306040) Impressive ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩18,600, the stock is trading at a trailing P/E ratio of 11.7x, up from the previous P/E ratio of 10x. This compares to an average P/E of 16x in the Luxury industry in South Korea. Total return to shareholders over the past year is a loss of 9.6%.Is New 90 Day High Low • Jan 13New 90-day high: ₩17,800The company is up 15% from its price of ₩15,500 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩47,797 per share.分析記事 • Dec 25Why You Might Be Interested In SJ Group Co., Ltd. (KOSDAQ:306040) For Its Upcoming DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...分析記事 • Dec 23Are You An Income Investor? Don't Miss Out On SJ Group Co., Ltd. (KOSDAQ:306040)Could SJ Group Co., Ltd. ( KOSDAQ:306040 ) be an attractive dividend share to own for the long haul? Investors are...分析記事 • Dec 02Should We Be Excited About The Trends Of Returns At SJ Group (KOSDAQ:306040)?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Is New 90 Day High Low • Sep 25New 90-day low: ₩15,000The company is down 24% from its price of ₩19,633 on 26 June 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩42,719 per share.決済の安定と成長配当データの取得安定した配当: A306040の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: A306040の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場SJ Group 配当利回り対市場A306040 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (A306040)0%市場下位25% (KR)1.0%市場トップ25% (KR)3.7%業界平均 (Luxury)3.0%アナリスト予想 (A306040) (最長3年)n/a注目すべき配当: A306040は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: A306040は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: A306040 KR市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: A306040が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YKR 市場の強力な配当支払い企業。View Management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2026/05/23 20:48終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SJ Group Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Sung Hwan KimBookook Securities Co. LtdKyung-rae HanDaishin Securities Co. Ltd.Jongsun ParkEugene Investment & Securities Co Ltd.8 その他のアナリストを表示
お知らせ • Jul 12SJ Group Co., Ltd. (KOSDAQ:A306040) announces an Equity Buyback for KRW 3,000 million worth of its shares.SJ Group Co., Ltd. (KOSDAQ:A306040) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its common stock, pursuant to a contract with NH Securities Co., Ltd. The purpose of the program is to enhance the shareholders' value and stabilize stock price. The program will end on January 11, 2025. As of July 10, 2024, the company had 120,482 shares in treasury within the scope available for dividend and no shares in treasury through other repurchase.
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 5.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 12 April 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%).
Upcoming Dividend • Dec 21Upcoming dividend of ₩450 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).
Upcoming Dividend • Dec 22Upcoming dividend of ₩140 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. 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 • Dec 25Why You Might Be Interested In SJ Group Co., Ltd. (KOSDAQ:306040) For Its Upcoming DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
お知らせ • Mar 13SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2026SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 156, dogok-ro, gangnam-gu, seoul South Korea
分析記事 • Jan 26SJ Group Co., Ltd.'s (KOSDAQ:306040) Shares Climb 31% But Its Business Is Yet to Catch UpDespite an already strong run, SJ Group Co., Ltd. ( KOSDAQ:306040 ) shares have been powering on, with a gain of 31% in...
New Risk • Dec 15New 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 11% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 323% Paying a dividend despite having no free cash flows. Earnings have declined by 38% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩45.6b market cap, or US$31.2m).
分析記事 • Dec 12SJ Group Co., Ltd.'s (KOSDAQ:306040) Shareholders Might Be Looking For ExitThere wouldn't be many who think SJ Group Co., Ltd.'s ( KOSDAQ:306040 ) price-to-sales (or "P/S") ratio of 0.2x is...
Buy Or Sell Opportunity • Aug 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to ₩4,565. The fair value is estimated to be ₩3,728, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jul 16Risks To Shareholder Returns Are Elevated At These Prices For SJ Group Co., Ltd. (KOSDAQ:306040)It's not a stretch to say that SJ Group Co., Ltd.'s ( KOSDAQ:306040 ) price-to-sales (or "P/S") ratio of 0.3x right now...
Buy Or Sell Opportunity • Jul 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to ₩4,735. The fair value is estimated to be ₩3,733, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to ₩4,495. The fair value is estimated to be ₩3,705, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 21Now 20% overvaluedOver the last 90 days, the stock has fallen 3.4% to ₩4,640. The fair value is estimated to be ₩3,851, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 22Full year 2024 earnings released: ₩289 loss per share (vs ₩1,348 profit in FY 2023)Full year 2024 results: ₩289 loss per share (down from ₩1,348 profit in FY 2023). Revenue: ₩181.8b (down 11% from FY 2023). Net loss: ₩2.78b (down 121% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 45% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 21Calculating The Intrinsic Value Of SJ Group Co., Ltd. (KOSDAQ:306040)Key Insights Using the Dividend Discount Model, SJ Group fair value estimate is ₩3,913 Current share price of ₩4,165...
お知らせ • Mar 13SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2025SJ Group Co., Ltd., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 156, dogok-ro, gangnam-gu, seoul South Korea
Buy Or Sell Opportunity • Feb 25Now 21% overvaluedOver the last 90 days, the stock has fallen 7.6% to ₩4,785. The fair value is estimated to be ₩3,951, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 42%.
Buy Or Sell Opportunity • Jan 02Now 23% overvaluedOver the last 90 days, the stock has fallen 23% to ₩5,050. The fair value is estimated to be ₩4,115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 42%.
New Risk • Dec 16New 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩47.9b market cap, or US$33.4m).
Buy Or Sell Opportunity • Dec 10Now 23% overvaluedOver the last 90 days, the stock has fallen 19% to ₩5,050. The fair value is estimated to be ₩4,122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 42%.
New Risk • Dec 03New major risk - Revenue and earnings growthEarnings have declined by 3.4% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 323% Paying a dividend despite having no free cash flows. Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (₩51.6b market cap, or US$36.8m).
分析記事 • Nov 18SJ Group Co., Ltd. (KOSDAQ:306040) Screens Well But There Might Be A CatchWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Luxury industry in Korea, you could be forgiven...
分析記事 • Sep 26Investors Could Be Concerned With SJ Group's (KOSDAQ:306040) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Jul 13The Market Doesn't Like What It Sees From SJ Group Co., Ltd.'s (KOSDAQ:306040) Earnings YetSJ Group Co., Ltd.'s ( KOSDAQ:306040 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right...
お知らせ • Jul 12SJ Group Co., Ltd. (KOSDAQ:A306040) announces an Equity Buyback for KRW 3,000 million worth of its shares.SJ Group Co., Ltd. (KOSDAQ:A306040) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its common stock, pursuant to a contract with NH Securities Co., Ltd. The purpose of the program is to enhance the shareholders' value and stabilize stock price. The program will end on January 11, 2025. As of July 10, 2024, the company had 120,482 shares in treasury within the scope available for dividend and no shares in treasury through other repurchase.
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 5.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 12 April 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%).
New Risk • Nov 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.2% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.2% net profit margin). Market cap is less than US$100m (₩88.1b market cap, or US$67.9m).
New Risk • Aug 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (10% net profit margin). Market cap is less than US$100m (₩98.2b market cap, or US$74.2m).
Reported Earnings • Mar 26Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩2,974 (up from ₩2,365 in FY 2021). Revenue: ₩197.9b (up 32% from FY 2021). Net income: ₩29.1b (up 26% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩450 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).
Price Target Changed • Dec 03Price target decreased to ₩30,000Down from ₩37,000, the current price target is provided by 1 analyst. New target price is 85% above last closing price of ₩16,200. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩3,214 for next year compared to ₩2,365 last year.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩15,200, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Luxury industry in South Korea. Total loss to shareholders of 40% over the past year.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩17,800, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Luxury industry in South Korea. Total loss to shareholders of 28% over the past year.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩19,500, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Luxury industry in South Korea. Total loss to shareholders of 20% over the past year.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩24,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 33% over the past year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩140 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).
Price Target Changed • Jul 15Price target increased to ₩36,500Up from ₩32,750, the current price target is an average from 7 analysts. New target price is 26% above last closing price of ₩28,900. Stock is up 43% over the past year.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₩31,000, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in South Korea. Total returns to shareholders of 89% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩39,141 per share.
分析記事 • Apr 20Is SJ Group (KOSDAQ:306040) A Risky Investment?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 01SJ Group (KOSDAQ:306040) Strong Profits May Be Masking Some Underlying IssuesSJ Group Co., Ltd.'s ( KOSDAQ:306040 ) healthy profit numbers didn't contain any surprises for investors. We believe...
Price Target Changed • Mar 21Price target increased to ₩25,333Up from ₩22,667, the current price target is an average from 5 analysts. New target price is 10% above last closing price of ₩22,950. Stock is up 109% over the past year.
分析記事 • Mar 17Here's What To Make Of SJ Group's (KOSDAQ:306040) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 • Mar 02Did SJ Group's (KOSDAQ:306040) Share Price Deserve to Gain 27%?On average, over time, stock markets tend to rise higher. This makes investing attractive. But if you choose that path...
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩21,750, the stock is trading at a trailing P/E ratio of 13.7x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 17x in the Luxury industry in South Korea. Total returns to shareholders over the past year are 11%.
Is New 90 Day High Low • Feb 15New 90-day high: ₩19,600The company is up 29% from its price of ₩15,200 on 17 November 2020. The South Korean market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩46,323 per share.
分析記事 • Feb 10Could The SJ Group Co., Ltd. (KOSDAQ:306040) Ownership Structure Tell Us Something Useful?The big shareholder groups in SJ Group Co., Ltd. ( KOSDAQ:306040 ) have power over the company. Insiders often own a...
分析記事 • Jan 15A Closer Look At SJ Group Co., Ltd.'s (KOSDAQ:306040) Impressive ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩18,600, the stock is trading at a trailing P/E ratio of 11.7x, up from the previous P/E ratio of 10x. This compares to an average P/E of 16x in the Luxury industry in South Korea. Total return to shareholders over the past year is a loss of 9.6%.
Is New 90 Day High Low • Jan 13New 90-day high: ₩17,800The company is up 15% from its price of ₩15,500 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩47,797 per share.
分析記事 • Dec 25Why You Might Be Interested In SJ Group Co., Ltd. (KOSDAQ:306040) For Its Upcoming DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
分析記事 • Dec 23Are You An Income Investor? Don't Miss Out On SJ Group Co., Ltd. (KOSDAQ:306040)Could SJ Group Co., Ltd. ( KOSDAQ:306040 ) be an attractive dividend share to own for the long haul? Investors are...
分析記事 • Dec 02Should We Be Excited About The Trends Of Returns At SJ Group (KOSDAQ:306040)?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Is New 90 Day High Low • Sep 25New 90-day low: ₩15,000The company is down 24% from its price of ₩19,633 on 26 June 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩42,719 per share.