View ValuationDongil IndustriesLtd 将来の成長Future 基準チェック /06現在、 Dongil IndustriesLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長26.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Mar 21Full year 2025 earnings released: ₩6,009 loss per share (vs ₩6,724 profit in FY 2024)Full year 2025 results: ₩6,009 loss per share (down from ₩6,724 profit in FY 2024). Revenue: ₩347.9b (down 16% from FY 2024). Net loss: ₩12.9b (down 189% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 44% per year.お知らせ • Feb 25Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2026Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 112, goedong-ro, nam-gu, gyeongsangbuk-do, pohang South KoreaUpcoming Dividend • Dec 22Upcoming dividend of ₩1,250 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (2.4%).分析記事 • Nov 24Solid Earnings May Not Tell The Whole Story For Dongil IndustriesLtd (KRX:004890)Dongil Industries Co.,Ltd.'s ( KRX:004890 ) healthy profit numbers didn't contain any surprises for investors. We...Declared Dividend • Nov 08Dividend of ₩1,250 announcedShareholders will receive a dividend of ₩1,250. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • May 25Dongil IndustriesLtd's (KRX:004890) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Dongil Industries Co.,Ltd. ( KRX:004890 ) were solid, but the stock didn't move as much...Reported Earnings • Mar 26Full year 2024 earnings released: EPS: ₩6,724 (vs ₩496 loss in FY 2023)Full year 2024 results: EPS: ₩6,724 (up from ₩496 loss in FY 2023). Revenue: ₩415.8b (down 5.7% from FY 2023). Net income: ₩14.6b (up ₩15.6b from FY 2023). Profit margin: 3.5% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.お知らせ • Feb 27Dongil Industries Co.,Ltd., Annual General Meeting, Mar 28, 2025Dongil Industries Co.,Ltd., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 114, goedong-ro, nam-gu, gyeongsangbuk-do, pohang South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 07 April 2025. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (2.9%).分析記事 • Nov 23Dongil IndustriesLtd's (KRX:004890) Profits Appear To Have Quality IssuesThe recent earnings posted by Dongil Industries Co.,Ltd. ( KRX:004890 ) were solid, but the stock didn't move as much...New Risk • Nov 23New major risk - Revenue and earnings growthEarnings have declined by 5.0% 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 Risk Earnings have declined by 5.0% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 19x cash flows per share). Market cap is less than US$100m (₩84.0b market cap, or US$59.8m).Declared Dividend • Nov 21Dividend of ₩1,000 announcedShareholders will receive a dividend of ₩1,000. Ex-date: 27th December 2024 Payment date: 7th April 2025 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (202% earnings payout ratio). However, it is well covered by cash flows (10% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 125% to bring the payout ratio under control. However, EPS has declined by 33% over the last 5 years so the company would need to reverse this trend.New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor 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 (₩89.7b market cap, or US$68.2m).Reported Earnings • Mar 19Full year 2023 earnings released: ₩496 loss per share (vs ₩10,085 profit in FY 2022)Full year 2023 results: ₩496 loss per share (down from ₩10,085 profit in FY 2022). Revenue: ₩441.2b (down 11% from FY 2022). Net loss: ₩1.08b (down 105% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩3,000 per share at 6.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.4%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%).New Risk • Aug 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 92% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (₩122.8b market cap, or US$91.6m).Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 56%After last week's 56% share price decline to ₩67,000, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 8x in the Metals and Mining industry in South Korea. Total returns to shareholders of 19% over the past three years.Board Change • Jul 03No independent directorsNo 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. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.New Risk • Jun 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 8.7% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin).Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to ₩154,000, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 8x in the Metals and Mining industry in South Korea. Total returns to shareholders of 195% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩4,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (4.4%).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩1,800 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 April 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩133,000, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 10x in the Metals and Mining industry in South Korea. Total returns to shareholders of 120% over the past three years.分析記事 • Apr 14Why Dongil Industries Co.,Ltd. (KRX:004890) Is A Dividend RockstarIs Dongil Industries Co.,Ltd. ( KRX:004890 ) a good dividend stock? How can we tell? Dividend paying companies with...分析記事 • Mar 27Returns On Capital At Dongil IndustriesLtd (KRX:004890) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Mar 09These 4 Measures Indicate That Dongil IndustriesLtd (KRX:004890) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Mar 05Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2021Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.分析記事 • Feb 19The Dongil IndustriesLtd (KRX:004890) Share Price Is Up 50% And Shareholders Are Holding OnPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...Is New 90 Day High Low • Feb 10New 90-day high: ₩80,000The company is up 16% from its price of ₩68,700 on 12 November 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Metals and Mining industry, which is up 14% over the same period.分析記事 • Feb 01What Type Of Shareholders Own The Most Number of Dongil Industries Co.,Ltd. (KRX:004890) Shares?The big shareholder groups in Dongil Industries Co.,Ltd. ( KRX:004890 ) have power over the company. Large companies...Is New 90 Day High Low • Jan 13New 90-day high: ₩77,700The company is up 13% from its price of ₩68,500 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 30% over the same period.分析記事 • Jan 11Should Dongil Industries Co.,Ltd. (KRX:004890) Be Part Of Your Dividend Portfolio?Could Dongil Industries Co.,Ltd. ( KRX:004890 ) be an attractive dividend share to own for the long haul? Investors are...分析記事 • Dec 24Dongil Industries Co.,Ltd. (KRX:004890) Pays A ₩750 Dividend In Just Four DaysSome 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 18We're Not So Sure You Should Rely on Dongil IndustriesLtd's (KRX:004890) Statutory EarningsBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...Is New 90 Day High Low • Dec 18New 90-day high: ₩75,300The company is up 8.0% from its price of ₩69,800 on 18 September 2020. The South Korean market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 25% over the same period.分析記事 • Nov 30Health Check: How Prudently Does Dongil IndustriesLtd (KRX:004890) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Nov 20New 90-day low: ₩68,300The company is down 1.0% from its price of ₩69,300 on 21 August 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 Metals and Mining industry, which is up 11% over the same period.Is New 90 Day High Low • Oct 27New 90-day low: ₩68,400The company is down 1.0% from its price of ₩69,200 on 29 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 2.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Dongil IndustriesLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSE:A004890 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025347,922-12,906-2,9921,478N/A9/30/2025362,8465,1164,3988,388N/A6/30/2025370,62511,706-1,4471,525N/A3/31/2025390,68615,1956,97411,367N/A12/31/2024415,79714,56710,98415,091N/A9/30/2024424,3313,6271105,294N/A6/30/2024438,7201,07122,30428,068N/A3/31/2024449,190-7,50010,83217,228N/A12/31/2023441,161-1,07611,78919,306N/A9/30/2023456,9871,85517,28526,226N/A6/30/2023458,0597,047-3,0496,644N/A3/31/2023479,83518,0759,94519,440N/A12/31/2022498,05121,8451,02429,382N/A9/30/2022516,97037,228-11,99716,326N/A6/30/2022515,66042,717-10,52717,333N/A3/31/2022488,08346,6661,77828,388N/A12/31/2021464,41943,78115,32522,580N/A9/30/2021417,11835,17713,75919,939N/A6/30/2021378,27524,07415,75320,870N/A3/31/2021338,17214,48913,16317,577N/A12/31/2020333,2838,01514,76120,106N/A9/30/2020326,8462,61223,60330,632N/A6/30/2020338,8572,25128,53037,159N/A3/31/2020358,8871,95013,73224,413N/A12/31/2019354,6913,75111,70923,828N/A9/30/2019372,5336,743N/A18,004N/A6/30/2019379,1788,102N/A11,418N/A3/31/2019381,75710,761N/A9,454N/A12/31/2018391,03015,655N/A2,438N/A9/30/2018387,44620,889N/A3,872N/A6/30/2018389,58423,928N/A7,581N/A3/31/2018389,46524,496N/A18,427N/A12/31/2017379,06423,347N/A24,225N/A9/30/2017369,38921,280N/A24,148N/A6/30/2017344,28418,325N/A16,411N/A3/31/2017330,06618,066N/A22,707N/A12/31/2016304,35913,434N/A21,359N/A9/30/2016292,50410,992N/A31,215N/A6/30/2016296,6338,185N/A43,832N/A3/31/2016292,0783,819N/A36,162N/A12/31/2015308,2374,203N/A41,804N/A9/30/2015317,0973,838N/A21,094N/A6/30/2015332,9586,790N/A9,022N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A004890の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A004890の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A004890の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A004890の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A004890の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A004890の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 15:21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Dongil Industries 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。0
Reported Earnings • Mar 21Full year 2025 earnings released: ₩6,009 loss per share (vs ₩6,724 profit in FY 2024)Full year 2025 results: ₩6,009 loss per share (down from ₩6,724 profit in FY 2024). Revenue: ₩347.9b (down 16% from FY 2024). Net loss: ₩12.9b (down 189% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 44% per year.
お知らせ • Feb 25Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2026Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 112, goedong-ro, nam-gu, gyeongsangbuk-do, pohang South Korea
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,250 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (2.4%).
分析記事 • Nov 24Solid Earnings May Not Tell The Whole Story For Dongil IndustriesLtd (KRX:004890)Dongil Industries Co.,Ltd.'s ( KRX:004890 ) healthy profit numbers didn't contain any surprises for investors. We...
Declared Dividend • Nov 08Dividend of ₩1,250 announcedShareholders will receive a dividend of ₩1,250. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • May 25Dongil IndustriesLtd's (KRX:004890) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Dongil Industries Co.,Ltd. ( KRX:004890 ) were solid, but the stock didn't move as much...
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: ₩6,724 (vs ₩496 loss in FY 2023)Full year 2024 results: EPS: ₩6,724 (up from ₩496 loss in FY 2023). Revenue: ₩415.8b (down 5.7% from FY 2023). Net income: ₩14.6b (up ₩15.6b from FY 2023). Profit margin: 3.5% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27Dongil Industries Co.,Ltd., Annual General Meeting, Mar 28, 2025Dongil Industries Co.,Ltd., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 114, goedong-ro, nam-gu, gyeongsangbuk-do, pohang South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 07 April 2025. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (2.9%).
分析記事 • Nov 23Dongil IndustriesLtd's (KRX:004890) Profits Appear To Have Quality IssuesThe recent earnings posted by Dongil Industries Co.,Ltd. ( KRX:004890 ) were solid, but the stock didn't move as much...
New Risk • Nov 23New major risk - Revenue and earnings growthEarnings have declined by 5.0% 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 Risk Earnings have declined by 5.0% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 19x cash flows per share). Market cap is less than US$100m (₩84.0b market cap, or US$59.8m).
Declared Dividend • Nov 21Dividend of ₩1,000 announcedShareholders will receive a dividend of ₩1,000. Ex-date: 27th December 2024 Payment date: 7th April 2025 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (202% earnings payout ratio). However, it is well covered by cash flows (10% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 125% to bring the payout ratio under control. However, EPS has declined by 33% over the last 5 years so the company would need to reverse this trend.
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor 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 (₩89.7b market cap, or US$68.2m).
Reported Earnings • Mar 19Full year 2023 earnings released: ₩496 loss per share (vs ₩10,085 profit in FY 2022)Full year 2023 results: ₩496 loss per share (down from ₩10,085 profit in FY 2022). Revenue: ₩441.2b (down 11% from FY 2022). Net loss: ₩1.08b (down 105% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩3,000 per share at 6.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.4%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%).
New Risk • Aug 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 92% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (₩122.8b market cap, or US$91.6m).
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 56%After last week's 56% share price decline to ₩67,000, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 8x in the Metals and Mining industry in South Korea. Total returns to shareholders of 19% over the past three years.
Board Change • Jul 03No independent directorsNo 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. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.
New Risk • Jun 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 8.7% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin).
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to ₩154,000, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 8x in the Metals and Mining industry in South Korea. Total returns to shareholders of 195% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩4,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (4.4%).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,800 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 April 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩133,000, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 10x in the Metals and Mining industry in South Korea. Total returns to shareholders of 120% over the past three years.
分析記事 • Apr 14Why Dongil Industries Co.,Ltd. (KRX:004890) Is A Dividend RockstarIs Dongil Industries Co.,Ltd. ( KRX:004890 ) a good dividend stock? How can we tell? Dividend paying companies with...
分析記事 • Mar 27Returns On Capital At Dongil IndustriesLtd (KRX:004890) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 • Mar 09These 4 Measures Indicate That Dongil IndustriesLtd (KRX:004890) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Mar 05Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2021Dongil Industries Co.,Ltd., Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.
分析記事 • Feb 19The Dongil IndustriesLtd (KRX:004890) Share Price Is Up 50% And Shareholders Are Holding OnPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...
Is New 90 Day High Low • Feb 10New 90-day high: ₩80,000The company is up 16% from its price of ₩68,700 on 12 November 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Metals and Mining industry, which is up 14% over the same period.
分析記事 • Feb 01What Type Of Shareholders Own The Most Number of Dongil Industries Co.,Ltd. (KRX:004890) Shares?The big shareholder groups in Dongil Industries Co.,Ltd. ( KRX:004890 ) have power over the company. Large companies...
Is New 90 Day High Low • Jan 13New 90-day high: ₩77,700The company is up 13% from its price of ₩68,500 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 30% over the same period.
分析記事 • Jan 11Should Dongil Industries Co.,Ltd. (KRX:004890) Be Part Of Your Dividend Portfolio?Could Dongil Industries Co.,Ltd. ( KRX:004890 ) be an attractive dividend share to own for the long haul? Investors are...
分析記事 • Dec 24Dongil Industries Co.,Ltd. (KRX:004890) Pays A ₩750 Dividend In Just Four DaysSome 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 18We're Not So Sure You Should Rely on Dongil IndustriesLtd's (KRX:004890) Statutory EarningsBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
Is New 90 Day High Low • Dec 18New 90-day high: ₩75,300The company is up 8.0% from its price of ₩69,800 on 18 September 2020. The South Korean market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 25% over the same period.
分析記事 • Nov 30Health Check: How Prudently Does Dongil IndustriesLtd (KRX:004890) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Nov 20New 90-day low: ₩68,300The company is down 1.0% from its price of ₩69,300 on 21 August 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 Metals and Mining industry, which is up 11% over the same period.
Is New 90 Day High Low • Oct 27New 90-day low: ₩68,400The company is down 1.0% from its price of ₩69,200 on 29 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 2.0% over the same period.