View ValuationSamjin LND 将来の成長Future 基準チェック /06現在、 Samjin LND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Semiconductor 収益成長36.2%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 updatesNew Risk • May 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (₩25.7b market cap, or US$17.0m).New Risk • Mar 30New 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 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (₩31.5b market cap, or US$20.8m).分析記事 • Feb 13Samjin LND (KOSDAQ:054090) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Feb 13Samjin LND Co., Ltd., Annual General Meeting, Mar 31, 2026Samjin LND Co., Ltd., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 64-17, dongtangiheung-ro, gyeonggi-do, hwaseong South KoreaReported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩112 (vs ₩192 loss in 3Q 2024)Third quarter 2025 results: EPS: ₩112 (up from ₩192 loss in 3Q 2024). Revenue: ₩36.4b (down 30% from 3Q 2024). Net income: ₩2.78b (up ₩7.53b from 3Q 2024). Profit margin: 7.6% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.New Risk • Sep 27New 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 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₩20.7b market cap, or US$14.7m).分析記事 • Jul 18Samjin LND Co., Ltd.'s (KOSDAQ:054090) Share Price Is Matching Sentiment Around Its RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.1x Samjin LND Co., Ltd. ( KOSDAQ:054090 ) is a stock...New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 70% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$100m (₩18.2b market cap, or US$12.4m).お知らせ • Feb 14Samjin LND Co., Ltd., Annual General Meeting, Mar 28, 2025Samjin LND Co., Ltd., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 64-17, dongtangiheung-ro, gyeonggi-do, hwaseong South Korea分析記事 • Jan 10Samjin LND Co., Ltd.'s (KOSDAQ:054090) Prospects Need A Boost To Lift SharesSamjin LND Co., Ltd.'s ( KOSDAQ:054090 ) price-to-sales (or "P/S") ratio of 0.1x may look like a pretty appealing...New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2013. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2013 fiscal period end). Minor Risk Market cap is less than US$100m (₩16.6b market cap, or US$11.7m).分析記事 • Oct 25Health Check: How Prudently Does Samjin LND (KOSDAQ:054090) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 10Samjin LND Co., Ltd. (KOSDAQ:054090) Looks Inexpensive After Falling 27% But Perhaps Not Attractive EnoughSamjin LND Co., Ltd. ( KOSDAQ:054090 ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Aug 05New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 70% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (₩26.7b market cap, or US$19.6m).分析記事 • Jul 12Is Samjin LND (KOSDAQ:054090) Weighed On By Its Debt Load?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 • May 09Insufficient Growth At Samjin LND Co., Ltd. (KOSDAQ:054090) Hampers Share PriceWhen close to half the companies operating in the Semiconductor industry in Korea have price-to-sales ratios (or "P/S...Reported Earnings • Mar 16Full year 2023 earnings released: ₩922 loss per share (vs ₩65.00 loss in FY 2022)Full year 2023 results: ₩922 loss per share (further deteriorated from ₩65.00 loss in FY 2022). Revenue: ₩212.7b (down 17% from FY 2022). Net loss: ₩22.8b (loss widened ₩21.2b from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.分析記事 • Mar 04Does Samjin LND (KOSDAQ:054090) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 3.7% 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 3.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩55.6b market cap, or US$42.1m).Reported Earnings • Mar 19Full year 2022 earnings released: ₩65.00 loss per share (vs ₩40.00 profit in FY 2021)Full year 2022 results: ₩65.00 loss per share (down from ₩40.00 profit in FY 2021). Revenue: ₩256.5b (up 16% from FY 2021). Net loss: ₩1.62b (down 264% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩3,250, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 49% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).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. 5 experienced directors. No highly experienced directors. 1 independent director (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 • Oct 27Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩2,960, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 52% over the past three years.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩2,665, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 35% 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. 5 experienced directors. No highly experienced directors. 1 independent director (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.Upcoming Dividend • Dec 22Upcoming dividend of ₩75.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).分析記事 • May 04Is Samjin LND Co., Ltd. (KOSDAQ:054090) A Strong Dividend Stock?Dividend paying stocks like Samjin LND Co., Ltd. ( KOSDAQ:054090 ) tend to be popular with investors, and for good...分析記事 • Mar 10The Returns On Capital At Samjin LND (KOSDAQ:054090) Don't Inspire ConfidenceWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Feb 11Here's Why Samjin LND (KOSDAQ:054090) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Feb 10Samjin LND Co., Ltd., Annual General Meeting, Mar 25, 2021Samjin LND Co., Ltd., Annual General Meeting, Mar 25, 2021, at 10:00 Korea Standard Time.分析記事 • Jan 16Consider This Before Buying Samjin LND Co., Ltd. (KOSDAQ:054090) For The 1.8% DividendCould Samjin LND Co., Ltd. ( KOSDAQ:054090 ) be an attractive dividend share to own for the long haul? Investors are...Is New 90 Day High Low • Jan 04New 90-day high: ₩3,765The company is up 17% from its price of ₩3,210 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 32% over the same period.Upcoming Dividend • Dec 22Upcoming Dividend of ₩75.00 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 2.3% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.8%).分析記事 • Dec 20Samjin LND (KOSDAQ:054090) Shareholders Booked A 58% Gain In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can...分析記事 • Nov 22Is Samjin LND (KOSDAQ:054090) Shrinking?When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...Is New 90 Day High Low • Oct 26New 90-day low: ₩2,790The company is down 3.0% from its price of ₩2,880 on 28 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is flat 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、Samjin LND 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KOSDAQ:A054090 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026132,458232,5145,958N/A12/31/2025136,343-7,1826,44711,664N/A9/30/2025120,199-7,63610,32216,034N/A6/30/2025135,411-15,1671,9998,842N/A3/31/2025142,104-9,933-4,8752,564N/A12/31/2024148,006-8,135-11,245-3,573N/A9/30/2024180,596-25,620-11,652-1,722N/A6/30/2024186,368-20,447-11,941-2,117N/A3/31/2024188,210-22,310-10,870-42N/A12/31/2023189,023-21,827-6,1793,866N/A9/30/2023203,973-10,1195,55514,993N/A6/30/2023215,597-7,393-1,9715,814N/A3/31/2023238,902-1,723-4,9792,268N/A12/31/2022256,482-1,617-13,500-4,806N/A9/30/2022251,1434,815-18,934-12,107N/A6/30/2022245,4233,072-8,074-905N/A3/31/2022235,575-453-6,3191,489N/A12/31/2021221,951985-975,840N/A9/30/2021212,499-1,813-6,460-1,663N/A6/30/2021197,841-2,624-7,782-2,814N/A3/31/2021188,396-1,845-2,5761,019N/A12/31/2020180,806-1,484-5,810-2,020N/A9/30/2020188,017-2,245-1,1853,822N/A6/30/2020206,5452733,65510,447N/A3/31/2020221,9326286,35713,553N/A12/31/2019230,791581N/A18,013N/A9/30/2019236,963409N/A15,671N/A6/30/2019236,0701,981N/A10,062N/A3/31/2019222,5963,246N/A15,566N/A12/31/2018215,2181,825N/A14,328N/A9/30/2018214,529-4,627N/A13,332N/A6/30/2018203,967-7,443N/A13,835N/A3/31/2018201,956-9,680N/A13,659N/A12/31/2017220,649-12,505N/A7,512N/A9/30/2017229,4131,668N/A12,709N/A6/30/2017242,935-2,074N/A7,224N/A3/31/2017261,557-2,324N/A1,592N/A12/31/2016256,575-2,120N/A4,729N/A9/30/2016269,643-7,867N/A5,146N/A6/30/2016276,063607N/A14,688N/A3/31/2016281,6454,932N/A19,370N/A12/31/2015281,4819,551N/A11,820N/A9/30/2015266,9264,429N/A7,076N/A6/30/2015249,441-2,495N/A6,035N/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: A054090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: A054090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: A054090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: A054090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: A054090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: A054090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7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 17:48終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Samjin LND 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。1 アナリスト機関Yang Ju ParkDaishin Securities Co. Ltd.
New Risk • May 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (₩25.7b market cap, or US$17.0m).
New Risk • Mar 30New 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 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (₩31.5b market cap, or US$20.8m).
分析記事 • Feb 13Samjin LND (KOSDAQ:054090) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Feb 13Samjin LND Co., Ltd., Annual General Meeting, Mar 31, 2026Samjin LND Co., Ltd., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 64-17, dongtangiheung-ro, gyeonggi-do, hwaseong South Korea
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩112 (vs ₩192 loss in 3Q 2024)Third quarter 2025 results: EPS: ₩112 (up from ₩192 loss in 3Q 2024). Revenue: ₩36.4b (down 30% from 3Q 2024). Net income: ₩2.78b (up ₩7.53b from 3Q 2024). Profit margin: 7.6% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.
New Risk • Sep 27New 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 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₩20.7b market cap, or US$14.7m).
分析記事 • Jul 18Samjin LND Co., Ltd.'s (KOSDAQ:054090) Share Price Is Matching Sentiment Around Its RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.1x Samjin LND Co., Ltd. ( KOSDAQ:054090 ) is a stock...
New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 70% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$100m (₩18.2b market cap, or US$12.4m).
お知らせ • Feb 14Samjin LND Co., Ltd., Annual General Meeting, Mar 28, 2025Samjin LND Co., Ltd., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 64-17, dongtangiheung-ro, gyeonggi-do, hwaseong South Korea
分析記事 • Jan 10Samjin LND Co., Ltd.'s (KOSDAQ:054090) Prospects Need A Boost To Lift SharesSamjin LND Co., Ltd.'s ( KOSDAQ:054090 ) price-to-sales (or "P/S") ratio of 0.1x may look like a pretty appealing...
New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2013. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2013 fiscal period end). Minor Risk Market cap is less than US$100m (₩16.6b market cap, or US$11.7m).
分析記事 • Oct 25Health Check: How Prudently Does Samjin LND (KOSDAQ:054090) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 10Samjin LND Co., Ltd. (KOSDAQ:054090) Looks Inexpensive After Falling 27% But Perhaps Not Attractive EnoughSamjin LND Co., Ltd. ( KOSDAQ:054090 ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Aug 05New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 70% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (₩26.7b market cap, or US$19.6m).
分析記事 • Jul 12Is Samjin LND (KOSDAQ:054090) Weighed On By Its Debt Load?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 • May 09Insufficient Growth At Samjin LND Co., Ltd. (KOSDAQ:054090) Hampers Share PriceWhen close to half the companies operating in the Semiconductor industry in Korea have price-to-sales ratios (or "P/S...
Reported Earnings • Mar 16Full year 2023 earnings released: ₩922 loss per share (vs ₩65.00 loss in FY 2022)Full year 2023 results: ₩922 loss per share (further deteriorated from ₩65.00 loss in FY 2022). Revenue: ₩212.7b (down 17% from FY 2022). Net loss: ₩22.8b (loss widened ₩21.2b from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 04Does Samjin LND (KOSDAQ:054090) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 3.7% 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 3.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩55.6b market cap, or US$42.1m).
Reported Earnings • Mar 19Full year 2022 earnings released: ₩65.00 loss per share (vs ₩40.00 profit in FY 2021)Full year 2022 results: ₩65.00 loss per share (down from ₩40.00 profit in FY 2021). Revenue: ₩256.5b (up 16% from FY 2021). Net loss: ₩1.62b (down 264% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩3,250, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 49% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).
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. 5 experienced directors. No highly experienced directors. 1 independent director (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 • Oct 27Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩2,960, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 52% over the past three years.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩2,665, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 35% 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. 5 experienced directors. No highly experienced directors. 1 independent director (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.
Upcoming Dividend • Dec 22Upcoming dividend of ₩75.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).
分析記事 • May 04Is Samjin LND Co., Ltd. (KOSDAQ:054090) A Strong Dividend Stock?Dividend paying stocks like Samjin LND Co., Ltd. ( KOSDAQ:054090 ) tend to be popular with investors, and for good...
分析記事 • Mar 10The Returns On Capital At Samjin LND (KOSDAQ:054090) Don't Inspire ConfidenceWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Feb 11Here's Why Samjin LND (KOSDAQ:054090) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Feb 10Samjin LND Co., Ltd., Annual General Meeting, Mar 25, 2021Samjin LND Co., Ltd., Annual General Meeting, Mar 25, 2021, at 10:00 Korea Standard Time.
分析記事 • Jan 16Consider This Before Buying Samjin LND Co., Ltd. (KOSDAQ:054090) For The 1.8% DividendCould Samjin LND Co., Ltd. ( KOSDAQ:054090 ) be an attractive dividend share to own for the long haul? Investors are...
Is New 90 Day High Low • Jan 04New 90-day high: ₩3,765The company is up 17% from its price of ₩3,210 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 32% over the same period.
Upcoming Dividend • Dec 22Upcoming Dividend of ₩75.00 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 2.3% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.8%).
分析記事 • Dec 20Samjin LND (KOSDAQ:054090) Shareholders Booked A 58% Gain In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can...
分析記事 • Nov 22Is Samjin LND (KOSDAQ:054090) Shrinking?When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
Is New 90 Day High Low • Oct 26New 90-day low: ₩2,790The company is down 3.0% from its price of ₩2,880 on 28 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is flat over the same period.