View Future GrowthDongjin Semichem 過去の業績過去 基準チェック /16Dongjin Semichemの収益は年間平均-0.9%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間1.2% 2%割合で 増加しています。 Dongjin Semichemの自己資本利益率は7.4%であり、純利益率は7.3%です。主要情報-0.95%収益成長率-0.95%EPS成長率Chemicals 業界の成長13.95%収益成長率2.01%株主資本利益率7.42%ネット・マージン7.30%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,226 (down from ₩2,540 in FY 2024). Revenue: ₩1.19t (up 7.3% from FY 2024). Net income: ₩63.0b (down 52% from FY 2024). Profit margin: 5.3% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Nov 27Investors Can Find Comfort In Dongjin Semichem's (KOSDAQ:005290) Earnings QualityThe market for Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) shares didn't move much after it posted weak earnings...分析記事 • Mar 20We Think Dongjin Semichem's (KOSDAQ:005290) Robust Earnings Are ConservativeDongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) strong earnings report was rewarded with a positive stock price move. We...Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩3,010 (vs ₩2,476 in FY 2023)Full year 2024 results: EPS: ₩3,010 (up from ₩2,476 in FY 2023). Revenue: ₩1.41t (up 7.5% from FY 2023). Net income: ₩154.8b (up 22% from FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Mar 21We Think That There Are More Issues For Dongjin Semichem (KOSDAQ:005290) Than Just Sluggish EarningsThe subdued market reaction suggests that Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) recent earnings didn't contain...Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩2,476 (vs ₩3,102 in FY 2022)Full year 2023 results: EPS: ₩2,476 (down from ₩3,102 in FY 2022). Revenue: ₩1.31t (down 10% from FY 2022). Net income: ₩127.3b (down 20% from FY 2022). Profit margin: 9.7% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩62,300, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 66% over the past three years.分析記事 • May 14What Does Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Share Price Indicate?Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ), might not be a large cap stock, but it led the KOSDAQ gainers with a...New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (5.3% net profit margin).Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩52,200, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Chemicals industry in South Korea. Total returns to shareholders of 68% over the past three years.Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,226 (down from ₩2,540 in FY 2024). Revenue: ₩1.19t (up 7.3% from FY 2024). Net income: ₩63.0b (down 52% from FY 2024). Profit margin: 5.3% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Mar 13Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2026Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 123, central-ro, yeonsu-gu, incheon South Korea分析記事 • Jan 29Earnings Tell The Story For Dongjin Semichem Co., Ltd. (KOSDAQ:005290) As Its Stock Soars 40%Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shareholders would be excited to see that the share price has had a great...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩48,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 43% over the past three years.分析記事 • Jan 26These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jan 02Is Now An Opportune Moment To Examine Dongjin Semichem Co., Ltd. (KOSDAQ:005290)?Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ), might not be a large cap stock, but it received a lot of attention from a...Declared Dividend • Dec 25Dividend increased to ₩600Dividend of ₩600 is 200% higher than last year. Ex-date: 29th December 2025 Payment date: 1st January 1970 Dividend yield will be 1.6%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 9%.お知らせ • Dec 08Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) announces an Equity Buyback for KRW 20,000 million worth of its shares.Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) announces a share repurchase program. Under the program, the company will repurchase up to KRW 20,000 million worth of its shares. The purpose of the program is to enhance shareholder value and stabilize stock prices. The program will be valid until June 6, 2025. As of December 7, 2025, the company had 0 shares in treasury under the dividend capacity and 0 shares in treasury under other capacities.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩40,150, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 24% over the past three years.分析記事 • Nov 27Investors Can Find Comfort In Dongjin Semichem's (KOSDAQ:005290) Earnings QualityThe market for Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) shares didn't move much after it posted weak earnings...New Risk • Nov 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.7% Last year net profit margin: 11% 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. This is currently the only risk that has been identified for the company.分析記事 • Nov 23Dongjin Semichem Co., Ltd. (KOSDAQ:005290) May Have Run Too Fast Too Soon With Recent 26% Price PlummetDongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shares have retraced a considerable 26% in the last month, reversing a...分析記事 • Nov 13A Look At The Fair Value Of Dongjin Semichem Co., Ltd. (KOSDAQ:005290)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dongjin Semichem fair value estimate is ₩32,750 Dongjin...Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩35,800, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 8.5% over the past three years.分析記事 • Oct 29Dongjin Semichem's (KOSDAQ:005290) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Oct 07These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 19There's Reason For Concern Over Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Massive 29% Price JumpDongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shareholders have had their patience rewarded with a 29% share price jump...Buy Or Sell Opportunity • Sep 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to ₩38,500. The fair value is estimated to be ₩31,980, 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. Earnings per share has declined by 4.2%.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩33,150, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 5.2% over the past three years.お知らせ • Sep 02Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. agreed to acquire 70% stake in Huizhou Dongjin Semichem Co., Ltd. from Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) for KRW 55.4 billion.Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. agreed to acquire 70% stake in Huizhou Dongjin Semichem Co., Ltd. from Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) for KRW 55.4 billion on August 30, 2025. A cash consideration of KRW 55.4 billion will be paid by Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. As part of consideration, KRW 55.4 billion is paid towards common equity of Huizhou Dongjin Semichem Co., Ltd. In a related transaction, Qingdao Dong Furniture Industry Investment Group Co., Ltd. and Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise shall also acquire 70% stake in Chengdu Dongjin Semichem Co., Ltd., Chongqing Dongjin Semichem Electronic Materials Co., Ltd. (China), Huizhou Dongjin Semichem Co., Ltd., Fuzhou Dongjin Semichem Co., Ltd. and 100% of display electronic materials business of Dongjin Electronic Materials (Gyedong) Co., Ltd. The total deal value of the transactions is KRW 179.5 billion. The expected completion of the transaction is May 31, 2026.分析記事 • Jul 21Dongjin Semichem (KOSDAQ:005290) Might Be Having Difficulty Using Its Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Jun 25These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 08Here's What's Concerning About Dongjin Semichem's (KOSDAQ:005290) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...分析記事 • Mar 20We Think Dongjin Semichem's (KOSDAQ:005290) Robust Earnings Are ConservativeDongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) strong earnings report was rewarded with a positive stock price move. We...Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩3,010 (vs ₩2,476 in FY 2023)Full year 2024 results: EPS: ₩3,010 (up from ₩2,476 in FY 2023). Revenue: ₩1.41t (up 7.5% from FY 2023). Net income: ₩154.8b (up 22% from FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Mar 13Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2025Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2025, at 09:30 Tokyo Standard Time. Location: auditorium, 373, chogeum-ro, eumseong-gun, chungcheongbuk-do, South Korea分析記事 • Mar 12These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 22Dongjin Semichem Co., Ltd. (KOSDAQ:005290) Held Back By Insufficient Growth Even After Shares Climb 25%Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shares have had a really impressive month, gaining 25% after a shaky...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩25,750, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩24,150, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 39% over the past three years.分析記事 • Jan 03Dongjin Semichem's (KOSDAQ:005290) Returns On Capital Not Reflecting Well On The BusinessIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...New Risk • Dec 09New 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. This is currently the only risk that has been identified for the company.分析記事 • Nov 27Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Shares Lagging The Market But So Is The BusinessDongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a buy...Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩23,100, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 37% over the past three years.分析記事 • Nov 06These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 05Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) 27% Share Price Plunge Could Signal Some RiskTo the annoyance of some shareholders, Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shares are down a considerable 27...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩29,650, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Negligible returns to shareholders over past three years.分析記事 • Jul 13Dongjin Semichem (KOSDAQ:005290) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Jun 25Is Dongjin Semichem (KOSDAQ:005290) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 08Returns On Capital At Dongjin Semichem (KOSDAQ:005290) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Mar 21We Think That There Are More Issues For Dongjin Semichem (KOSDAQ:005290) Than Just Sluggish EarningsThe subdued market reaction suggests that Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) recent earnings didn't contain...Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩47,950, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total returns to shareholders of 41% over the past three years.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩2,476 (vs ₩3,102 in FY 2022)Full year 2023 results: EPS: ₩2,476 (down from ₩3,102 in FY 2022). Revenue: ₩1.31t (down 10% from FY 2022). Net income: ₩127.3b (down 20% from FY 2022). Profit margin: 9.7% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 29Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Business Is Trailing The Market But Its Shares Aren'tThere wouldn't be many who think Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) price-to-earnings (or "P/E") ratio of...Upcoming Dividend • Dec 20Upcoming dividend of ₩130 per share at 0.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%).Buying Opportunity • Aug 10Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be ₩45,437, however this is not to be taken as a buy 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 32%. Revenue is forecast to grow by 0.09% in 2 years. Earnings is forecast to decline by 6.5% in the next 2 years.New Risk • Jul 13New 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 8.0% 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 Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩42,100, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩35,200, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 95% over the past three years.Buying Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be ₩38,071, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is also forecast to grow by 0.4% per annum over the same time period.Reported Earnings • Mar 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₩3,102 (up from ₩2,008 in FY 2021). Revenue: ₩1.46t (up 26% from FY 2021). Net income: ₩159.5b (up 54% from FY 2021). Profit margin: 11% (up from 8.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Chemicals industry in South Korea are expected to grow by 16%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩31,250, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 168% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩110 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 3.5% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩33,550, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 120% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩36,700, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total returns to shareholders of 245% over the past three years.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩43,300, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 17x in the Chemicals industry in South Korea. Total returns to shareholders of 490% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 33% share price gain to ₩42,500, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 17x in the Chemicals industry in South Korea. Total returns to shareholders of 489% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩36,800, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 19x in the Chemicals industry in South Korea. Total returns to shareholders of 360% over the past three years.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩30,950, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 20x in the Chemicals industry in South Korea. Total returns to shareholders of 226% over the past three years.分析記事 • Apr 06Many Would Be Envious Of Dongjin Semichem's (KOSDAQ:005290) Excellent Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Mar 24A Look At The Intrinsic Value Of Dongjin Semichem Co., Ltd. (KOSDAQ:005290)Does the March share price for Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) reflect what it's really worth? Today, we...Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩33,200, the stock trades at a trailing P/E ratio of 20x, up from the previous P/E ratio of 17.3x. Average P/E is 18x in the Chemicals industry in South Korea. Total returns to shareholders over the past three years are 104%.Is New 90 Day High Low • Mar 08New 90-day low: ₩29,600The company is down 10.0% from its price of ₩32,850 on 08 December 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period.分析記事 • Mar 07With EPS Growth And More, Dongjin Semichem (KOSDAQ:005290) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Feb 20Is Dongjin Semichem (KOSDAQ:005290) Using Too Much Debt?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 • Feb 07Will Weakness in Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Stock Prove Temporary Given Strong Fundamentals?With its stock down 13% over the past month, it is easy to disregard Dongjin Semichem (KOSDAQ:005290). However, stock...分析記事 • Jan 23What Kind Of Shareholders Hold The Majority In Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Shares?A look at the shareholders of Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) can tell us which group is most powerful...分析記事 • Jan 10Shareholders of Dongjin Semichem (KOSDAQ:005290) Must Be Delighted With Their 632% Total ReturnWe think all investors should try to buy and hold high quality multi-year winners. And we've seen some truly amazing...分析記事 • Dec 28Is Dongjin Semichem (KOSDAQ:005290) A Compounding Machine?What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Is New 90 Day High Low • Dec 15New 90-day high: ₩33,950The company is up 3.0% from its price of ₩32,900 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.分析記事 • Dec 15A Look At The Fair Value Of Dongjin Semichem Co., Ltd. (KOSDAQ:005290)Does the December share price for Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) reflect what it's really worth? Today...分析記事 • Nov 28Is Now The Time To Put Dongjin Semichem (KOSDAQ:005290) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Oct 14New 90-day low: ₩28,200The company is down 2.0% from its price of ₩28,650 on 16 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period.収支内訳Dongjin Semichem の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KOSDAQ:A005290 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Mar 261,232,44789,956136,8141,55231 Dec 251,194,14563,010137,721030 Sep 251,469,49798,547139,95623,46730 Jun 251,454,288111,689133,49022,98931 Mar 251,069,602121,197112,549-16831 Dec 241,112,813130,635111,261030 Sep 241,146,087123,44073,88721,84430 Jun 241,172,439128,55377,08520,61531 Mar 241,297,884123,91988,16918,80331 Dec 231,309,924127,31584,57318,43330 Sep 231,360,709129,54884,81318,14430 Jun 231,426,748151,73287,46016,93631 Mar 231,454,155163,68889,03316,85231 Dec 221,457,215159,47986,72716,16730 Sep 221,420,275160,93486,18316,29030 Jun 221,341,791137,00184,03216,52931 Mar 221,257,731116,79279,22216,69431 Dec 211,161,284103,26478,11817,25430 Sep 211,070,20781,50472,53216,23730 Jun 211,015,83575,11769,70315,93431 Mar 21964,86384,88568,99214,52531 Dec 20937,80185,24967,22313,06830 Sep 20920,34685,35867,02911,75630 Jun 20892,82878,42365,10810,19031 Mar 20883,48665,33061,7888,91131 Dec 19875,25458,52761,7778,57730 Sep 19833,84966,06462,8218,60330 Jun 19842,74358,14562,5809,21631 Mar 19842,95352,77863,0899,27631 Dec 18827,23147,70463,1699,61230 Sep 18827,19237,70263,6988,38330 Jun 18809,66544,65663,5868,76631 Mar 18790,63347,54061,3689,24931 Dec 17785,15544,80356,9339,24430 Sep 17791,73747,97854,32310,60330 Jun 17776,25035,41555,92510,91331 Mar 17769,50326,29559,9166,45631 Dec 16764,95625,96453,91411,06130 Sep 16756,02623,89851,12811,67730 Jun 16750,04124,30048,78412,28931 Mar 16735,34724,81142,94017,67431 Dec 15709,28819,77546,08413,82630 Sep 15695,91414,14145,97613,41930 Jun 15673,92913,29441,82812,844質の高い収益: A005290は 高品質の収益 を持っています。利益率の向上: A005290の現在の純利益率 (7.3%)は、昨年(11.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A005290の収益は過去 5 年間で年間0.9%減少しました。成長の加速: A005290は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: A005290は過去 1 年間で収益成長率がマイナス ( -25.8% ) となったため、 Chemicals業界平均 ( -4.6% ) と比較することが困難です。株主資本利益率高いROE: A005290の 自己資本利益率 ( 7.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/28 16:06終値2026/05/28 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Dongjin Semichem 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。2 アナリスト機関Jeong-Hyeon YangNH Investment & Securities Co., Ltd.Sang-un LeeYuanta Securities Korea Co., Ltd.
Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,226 (down from ₩2,540 in FY 2024). Revenue: ₩1.19t (up 7.3% from FY 2024). Net income: ₩63.0b (down 52% from FY 2024). Profit margin: 5.3% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Nov 27Investors Can Find Comfort In Dongjin Semichem's (KOSDAQ:005290) Earnings QualityThe market for Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) shares didn't move much after it posted weak earnings...
分析記事 • Mar 20We Think Dongjin Semichem's (KOSDAQ:005290) Robust Earnings Are ConservativeDongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) strong earnings report was rewarded with a positive stock price move. We...
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩3,010 (vs ₩2,476 in FY 2023)Full year 2024 results: EPS: ₩3,010 (up from ₩2,476 in FY 2023). Revenue: ₩1.41t (up 7.5% from FY 2023). Net income: ₩154.8b (up 22% from FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Mar 21We Think That There Are More Issues For Dongjin Semichem (KOSDAQ:005290) Than Just Sluggish EarningsThe subdued market reaction suggests that Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) recent earnings didn't contain...
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩2,476 (vs ₩3,102 in FY 2022)Full year 2023 results: EPS: ₩2,476 (down from ₩3,102 in FY 2022). Revenue: ₩1.31t (down 10% from FY 2022). Net income: ₩127.3b (down 20% from FY 2022). Profit margin: 9.7% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩62,300, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 66% over the past three years.
分析記事 • May 14What Does Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Share Price Indicate?Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ), might not be a large cap stock, but it led the KOSDAQ gainers with a...
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (5.3% net profit margin).
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩52,200, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Chemicals industry in South Korea. Total returns to shareholders of 68% over the past three years.
Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,226 (down from ₩2,540 in FY 2024). Revenue: ₩1.19t (up 7.3% from FY 2024). Net income: ₩63.0b (down 52% from FY 2024). Profit margin: 5.3% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Mar 13Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2026Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 123, central-ro, yeonsu-gu, incheon South Korea
分析記事 • Jan 29Earnings Tell The Story For Dongjin Semichem Co., Ltd. (KOSDAQ:005290) As Its Stock Soars 40%Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shareholders would be excited to see that the share price has had a great...
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩48,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 43% over the past three years.
分析記事 • Jan 26These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jan 02Is Now An Opportune Moment To Examine Dongjin Semichem Co., Ltd. (KOSDAQ:005290)?Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ), might not be a large cap stock, but it received a lot of attention from a...
Declared Dividend • Dec 25Dividend increased to ₩600Dividend of ₩600 is 200% higher than last year. Ex-date: 29th December 2025 Payment date: 1st January 1970 Dividend yield will be 1.6%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 9%.
お知らせ • Dec 08Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) announces an Equity Buyback for KRW 20,000 million worth of its shares.Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) announces a share repurchase program. Under the program, the company will repurchase up to KRW 20,000 million worth of its shares. The purpose of the program is to enhance shareholder value and stabilize stock prices. The program will be valid until June 6, 2025. As of December 7, 2025, the company had 0 shares in treasury under the dividend capacity and 0 shares in treasury under other capacities.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩40,150, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 24% over the past three years.
分析記事 • Nov 27Investors Can Find Comfort In Dongjin Semichem's (KOSDAQ:005290) Earnings QualityThe market for Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) shares didn't move much after it posted weak earnings...
New Risk • Nov 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.7% Last year net profit margin: 11% 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. This is currently the only risk that has been identified for the company.
分析記事 • Nov 23Dongjin Semichem Co., Ltd. (KOSDAQ:005290) May Have Run Too Fast Too Soon With Recent 26% Price PlummetDongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shares have retraced a considerable 26% in the last month, reversing a...
分析記事 • Nov 13A Look At The Fair Value Of Dongjin Semichem Co., Ltd. (KOSDAQ:005290)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dongjin Semichem fair value estimate is ₩32,750 Dongjin...
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩35,800, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 8.5% over the past three years.
分析記事 • Oct 29Dongjin Semichem's (KOSDAQ:005290) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Oct 07These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 19There's Reason For Concern Over Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Massive 29% Price JumpDongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shareholders have had their patience rewarded with a 29% share price jump...
Buy Or Sell Opportunity • Sep 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to ₩38,500. The fair value is estimated to be ₩31,980, 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. Earnings per share has declined by 4.2%.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩33,150, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 5.2% over the past three years.
お知らせ • Sep 02Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. agreed to acquire 70% stake in Huizhou Dongjin Semichem Co., Ltd. from Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) for KRW 55.4 billion.Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. agreed to acquire 70% stake in Huizhou Dongjin Semichem Co., Ltd. from Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) for KRW 55.4 billion on August 30, 2025. A cash consideration of KRW 55.4 billion will be paid by Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. As part of consideration, KRW 55.4 billion is paid towards common equity of Huizhou Dongjin Semichem Co., Ltd. In a related transaction, Qingdao Dong Furniture Industry Investment Group Co., Ltd. and Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise shall also acquire 70% stake in Chengdu Dongjin Semichem Co., Ltd., Chongqing Dongjin Semichem Electronic Materials Co., Ltd. (China), Huizhou Dongjin Semichem Co., Ltd., Fuzhou Dongjin Semichem Co., Ltd. and 100% of display electronic materials business of Dongjin Electronic Materials (Gyedong) Co., Ltd. The total deal value of the transactions is KRW 179.5 billion. The expected completion of the transaction is May 31, 2026.
分析記事 • Jul 21Dongjin Semichem (KOSDAQ:005290) Might Be Having Difficulty Using Its Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 • Jun 25These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 08Here's What's Concerning About Dongjin Semichem's (KOSDAQ:005290) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 • Mar 20We Think Dongjin Semichem's (KOSDAQ:005290) Robust Earnings Are ConservativeDongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) strong earnings report was rewarded with a positive stock price move. We...
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩3,010 (vs ₩2,476 in FY 2023)Full year 2024 results: EPS: ₩3,010 (up from ₩2,476 in FY 2023). Revenue: ₩1.41t (up 7.5% from FY 2023). Net income: ₩154.8b (up 22% from FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2025Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2025, at 09:30 Tokyo Standard Time. Location: auditorium, 373, chogeum-ro, eumseong-gun, chungcheongbuk-do, South Korea
分析記事 • Mar 12These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 22Dongjin Semichem Co., Ltd. (KOSDAQ:005290) Held Back By Insufficient Growth Even After Shares Climb 25%Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shares have had a really impressive month, gaining 25% after a shaky...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩25,750, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩24,150, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 39% over the past three years.
分析記事 • Jan 03Dongjin Semichem's (KOSDAQ:005290) Returns On Capital Not Reflecting Well On The BusinessIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
New Risk • Dec 09New 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. This is currently the only risk that has been identified for the company.
分析記事 • Nov 27Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Shares Lagging The Market But So Is The BusinessDongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a buy...
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩23,100, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 37% over the past three years.
分析記事 • Nov 06These 4 Measures Indicate That Dongjin Semichem (KOSDAQ:005290) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 05Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) 27% Share Price Plunge Could Signal Some RiskTo the annoyance of some shareholders, Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) shares are down a considerable 27...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩29,650, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Negligible returns to shareholders over past three years.
分析記事 • Jul 13Dongjin Semichem (KOSDAQ:005290) Could Be Struggling To Allocate CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 • Jun 25Is Dongjin Semichem (KOSDAQ:005290) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 08Returns On Capital At Dongjin Semichem (KOSDAQ:005290) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Mar 21We Think That There Are More Issues For Dongjin Semichem (KOSDAQ:005290) Than Just Sluggish EarningsThe subdued market reaction suggests that Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) recent earnings didn't contain...
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩47,950, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩2,476 (vs ₩3,102 in FY 2022)Full year 2023 results: EPS: ₩2,476 (down from ₩3,102 in FY 2022). Revenue: ₩1.31t (down 10% from FY 2022). Net income: ₩127.3b (down 20% from FY 2022). Profit margin: 9.7% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 29Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Business Is Trailing The Market But Its Shares Aren'tThere wouldn't be many who think Dongjin Semichem Co., Ltd.'s ( KOSDAQ:005290 ) price-to-earnings (or "P/E") ratio of...
Upcoming Dividend • Dec 20Upcoming dividend of ₩130 per share at 0.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%).
Buying Opportunity • Aug 10Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be ₩45,437, however this is not to be taken as a buy 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 32%. Revenue is forecast to grow by 0.09% in 2 years. Earnings is forecast to decline by 6.5% in the next 2 years.
New Risk • Jul 13New 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 8.0% 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 Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩42,100, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩35,200, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 95% over the past three years.
Buying Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be ₩38,071, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is also forecast to grow by 0.4% per annum over the same time period.
Reported Earnings • Mar 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₩3,102 (up from ₩2,008 in FY 2021). Revenue: ₩1.46t (up 26% from FY 2021). Net income: ₩159.5b (up 54% from FY 2021). Profit margin: 11% (up from 8.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Chemicals industry in South Korea are expected to grow by 16%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩31,250, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 168% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩110 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 3.5% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩33,550, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 120% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩36,700, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total returns to shareholders of 245% over the past three years.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩43,300, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 17x in the Chemicals industry in South Korea. Total returns to shareholders of 490% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 33% share price gain to ₩42,500, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 17x in the Chemicals industry in South Korea. Total returns to shareholders of 489% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩36,800, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 19x in the Chemicals industry in South Korea. Total returns to shareholders of 360% over the past three years.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩30,950, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 20x in the Chemicals industry in South Korea. Total returns to shareholders of 226% over the past three years.
分析記事 • Apr 06Many Would Be Envious Of Dongjin Semichem's (KOSDAQ:005290) Excellent Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Mar 24A Look At The Intrinsic Value Of Dongjin Semichem Co., Ltd. (KOSDAQ:005290)Does the March share price for Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) reflect what it's really worth? Today, we...
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩33,200, the stock trades at a trailing P/E ratio of 20x, up from the previous P/E ratio of 17.3x. Average P/E is 18x in the Chemicals industry in South Korea. Total returns to shareholders over the past three years are 104%.
Is New 90 Day High Low • Mar 08New 90-day low: ₩29,600The company is down 10.0% from its price of ₩32,850 on 08 December 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period.
分析記事 • Mar 07With EPS Growth And More, Dongjin Semichem (KOSDAQ:005290) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Feb 20Is Dongjin Semichem (KOSDAQ:005290) Using Too Much Debt?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 • Feb 07Will Weakness in Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Stock Prove Temporary Given Strong Fundamentals?With its stock down 13% over the past month, it is easy to disregard Dongjin Semichem (KOSDAQ:005290). However, stock...
分析記事 • Jan 23What Kind Of Shareholders Hold The Majority In Dongjin Semichem Co., Ltd.'s (KOSDAQ:005290) Shares?A look at the shareholders of Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) can tell us which group is most powerful...
分析記事 • Jan 10Shareholders of Dongjin Semichem (KOSDAQ:005290) Must Be Delighted With Their 632% Total ReturnWe think all investors should try to buy and hold high quality multi-year winners. And we've seen some truly amazing...
分析記事 • Dec 28Is Dongjin Semichem (KOSDAQ:005290) A Compounding Machine?What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Is New 90 Day High Low • Dec 15New 90-day high: ₩33,950The company is up 3.0% from its price of ₩32,900 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
分析記事 • Dec 15A Look At The Fair Value Of Dongjin Semichem Co., Ltd. (KOSDAQ:005290)Does the December share price for Dongjin Semichem Co., Ltd. ( KOSDAQ:005290 ) reflect what it's really worth? Today...
分析記事 • Nov 28Is Now The Time To Put Dongjin Semichem (KOSDAQ:005290) On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Oct 14New 90-day low: ₩28,200The company is down 2.0% from its price of ₩28,650 on 16 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period.