View ValuationDMSLtd 将来の成長Future 基準チェック /06現在、 DMSLtd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 updatesReported Earnings • Apr 04Full year 2025 earnings released: ₩1,432 loss per share (vs ₩691 loss in FY 2024)Full year 2025 results: ₩1,432 loss per share (further deteriorated from ₩691 loss in FY 2024). Revenue: ₩155.5b (up 42% from FY 2024). Net loss: ₩31.9b (loss widened 96% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 24DMS Co.,Ltd. (KOSDAQ:A068790) announces an Equity Buyback for KRW 3,000 million worth of its shares.DMS Co.,Ltd. (KOSDAQ:A068790) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares.. The purpose of the share repurchase program is shareholder return. The share repurchase program will continue until June 24, 2026. The repurchased shares will be cancelled. As of March 23, 2026, the company had no shares in treasury within scope available for dividend and had 0 shares in treasury through other repurchase.お知らせ • Mar 17DMS Co.,Ltd., Annual General Meeting, Mar 31, 2026DMS Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 120, heungdeokjungang-ro, giheung-gu, gyeonggi-do, yongin South KoreaBoard Change • Mar 09Less 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. 2 independent directors (3 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.お知らせ • Jun 18Vienna Investment Holdings agreed to acquire 34.76% stake in VIOL Co., Ltd. (KOSDAQ:A335890) from DMS Co.,Ltd. (KOSDAQ:A068790) for approximately KRW 250 billion.Vienna Investment Holdings agreed to acquire 34.76% stake in VIOL Co., Ltd. (KOSDAQ:A335890) from DMS Co.,Ltd. (KOSDAQ:A068790) for approximately KRW 250 billion on June 17, 2025. As part of the consideration, Vienna Investment Holdings shall issue 40.54 million shares to DMS Co.,Ltd. and pay KRW 51.12 billion as part of cash consideration. A total of KRW 253.8 billion is paid towards common equity of VIOL Co., Ltd. The expected completion of the transaction is September 17, 2025.分析記事 • Apr 02DMSLtd's (KOSDAQ:068790) Performance Is Even Better Than Its Earnings SuggestThe subdued stock price reaction suggests that DMS Co.,Ltd.'s ( KOSDAQ:068790 ) strong earnings didn't offer any...お知らせ • Mar 18DMS Co.,Ltd., Annual General Meeting, Mar 31, 2025DMS Co.,Ltd., Annual General Meeting, Mar 31, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 120, heungdeokjungang-ro, giheung-gu, gyeonggi-do, yongin South Korea分析記事 • Dec 16Optimistic Investors Push DMS Co.,Ltd. (KOSDAQ:068790) Shares Up 28% But Growth Is LackingDMS Co.,Ltd. ( KOSDAQ:068790 ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩5,860, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 5.5% over the past three years.New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 7.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (₩117.6b market cap, or US$83.6m).Buy Or Sell Opportunity • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₩5,000. The fair value is estimated to be ₩6,337, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 34%.New Risk • Aug 28New major risk - Revenue and earnings growthEarnings have declined by 1.3% 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 1.3% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.分析記事 • Aug 13DMSLtd's (KOSDAQ:068790) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩4,750, the stock trades at a trailing P/E ratio of 5.8x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.New Risk • Jul 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩137.6b (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩137.6b market cap, or US$99.2m).分析記事 • May 28Here's Why DMSLtd (KOSDAQ:068790) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 25Why DMSLtd's (KOSDAQ:068790) Shaky Earnings Are Just The Beginning Of Its ProblemsDespite DMS Co.,Ltd.'s ( KOSDAQ:068790 ) recent earnings report having lackluster headline numbers, the market...Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩829 (vs ₩1,053 in FY 2022)Full year 2023 results: EPS: ₩829 (down from ₩1,053 in FY 2022). Revenue: ₩164.5b (down 48% from FY 2022). Net income: ₩20.3b (down 21% from FY 2022). Profit margin: 12% (up from 8.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩125 per share at 1.8% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.0%).Reported Earnings • Nov 13Third quarter 2023 earnings released: EPS: ₩380 (vs ₩481 in 3Q 2022)Third quarter 2023 results: EPS: ₩380 (down from ₩481 in 3Q 2022). Revenue: ₩45.7b (down 54% from 3Q 2022). Net income: ₩9.29b (down 21% from 3Q 2022). Profit margin: 20% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₩183 (vs ₩400 in 2Q 2022)Second quarter 2023 results: EPS: ₩183 (down from ₩400 in 2Q 2022). Revenue: ₩42.1b (down 46% from 2Q 2022). Net income: ₩4.46b (down 54% from 2Q 2022). Profit margin: 11% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year.New Risk • Jul 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩124.6b (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.5% net profit margin). Market cap is less than US$100m (₩124.6b market cap, or US$98.1m).Reported Earnings • May 18First quarter 2023 earnings released: EPS: ₩255 (vs ₩390 in 1Q 2022)First quarter 2023 results: EPS: ₩255 (down from ₩390 in 1Q 2022). Revenue: ₩40.6b (down 30% from 1Q 2022). Net income: ₩6.23b (down 35% from 1Q 2022). Profit margin: 15% (down from 17% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • Mar 19Full year 2022 earnings released: EPS: ₩1,053 (vs ₩1,354 in FY 2021)Full year 2022 results: EPS: ₩1,053 (down from ₩1,354 in FY 2021). Revenue: ₩317.0b (up 41% from FY 2021). Net income: ₩25.7b (down 22% from FY 2021). Profit margin: 8.1% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 7.0% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,170, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 21% over the past three years.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩481 (vs ₩463 in 3Q 2021)Third quarter 2022 results: EPS: ₩481 (up from ₩463 in 3Q 2021). Revenue: ₩99.2b (up 67% from 3Q 2021). Net income: ₩11.8b (up 3.8% from 3Q 2021). Profit margin: 12% (down from 19% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced 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: Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩4,505, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total loss to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩5,050, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 7.9% over the past three years.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced 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: Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 4.8% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).Reported Earnings • Aug 23Second quarter 2021 earnings released: EPS ₩420 (vs ₩66.00 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₩61.8b (up 3.9% from 2Q 2020). Net income: ₩10.3b (up ₩8.80b from 2Q 2020). Profit margin: 17% (up from 2.4% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • May 05DMS Co.,Ltd.'s (KOSDAQ:068790) 0.9% Dividend Yield Looks Pretty InterestingToday we'll take a closer look at DMS Co.,Ltd. ( KOSDAQ:068790 ) from a dividend investor's perspective. Owning a...分析記事 • Apr 18With EPS Growth And More, DMSLtd (KOSDAQ:068790) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Apr 02These 4 Measures Indicate That DMSLtd (KOSDAQ:068790) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 18Are DMS Co.,Ltd.'s (KOSDAQ:068790) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?DMSLtd (KOSDAQ:068790) has had a rough month with its share price down 6.6%. However, the company's fundamentals look...Is New 90 Day High Low • Mar 04New 90-day low: ₩8,250The company is down 3.0% from its price of ₩8,520 on 04 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 25% over the same period.分析記事 • Feb 28Is DMSLtd's (KOSDAQ:068790) Share Price Gain Of 103% Well Earned?Unfortunately, investing is risky - companies can and do go bankrupt. But if you pick the right business to buy shares...お知らせ • Feb 26DMS Co.,Ltd., Annual General Meeting, Mar 26, 2021DMS Co.,Ltd., Annual General Meeting, Mar 26, 2021, at 10:30 Korea Standard Time.分析記事 • Feb 09Will DMSLtd's (KOSDAQ:068790) Growth In ROCE Persist?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 25What To Know Before Buying DMS Co.,Ltd. (KOSDAQ:068790) For Its DividendCould DMS Co.,Ltd. ( KOSDAQ:068790 ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Jan 10Are DMSLtd's (KOSDAQ:068790) Statutory Earnings A Good Reflection Of Its Earnings Potential?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...分析記事 • Dec 24Here's What We Like About DMSLtd's (KOSDAQ:068790) Upcoming DividendIt looks like DMS Co.,Ltd. ( KOSDAQ:068790 ) is about to go ex-dividend in the next 3 days. Ex-dividend means that...Upcoming Dividend • Dec 22Upcoming Dividend of ₩75.00 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.9% is below the top quartile of South Korean dividend payers (2.6%), but is in line with industry peers (0.8%).分析記事 • Dec 13Does DMSLtd (KOSDAQ:068790) Have A Healthy Balance Sheet?David 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 • Nov 28Did DMSLtd's (KOSDAQ:068790) Share Price Deserve to Gain 70%?Passive investing in index funds can generate returns that roughly match the overall market. But one can do better... 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、DMSLtd 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:A068790 - 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12/31/2025155,471-31,85628,51735,978N/A9/30/2025199,64617,40039,67343,870N/A6/30/2025164,4782,03224,73530,801N/A3/31/2025170,85913,97046,91652,040N/A12/31/2024109,594-16,27756,95261,116N/A9/30/2024261,17511,506-4,03938,105N/A6/30/2024285,15733,783-21,27423,950N/A3/31/2024292,43941,849-50,393-5,307N/A12/31/2023307,05748,930-72,736-28,013N/A9/30/2023211,19714,681-11,635-4,733N/A6/30/2023264,73717,141-18,541-16,229N/A3/31/2023299,90722,450-1,634545N/A12/31/2022317,04825,73811,19813,242N/A9/30/2022299,72735,093-6551,265N/A6/30/2022259,84734,65727,57228,884N/A3/31/2022244,35135,14224,40325,851N/A12/31/2021225,39433,09322,76324,810N/A9/30/2021214,90552,72838,36840,130N/A6/30/2021217,76743,60455,52457,408N/A3/31/2021215,44434,80160,19861,621N/A12/31/2020226,90340,60860,00560,864N/A9/30/2020223,43316,12333,31833,871N/A6/30/2020209,51921,53512,88713,561N/A3/31/2020198,59825,45121,98923,078N/A12/31/2019196,20717,26218,58319,679N/A9/30/2019211,53117,889N/A22,772N/A6/30/2019247,09414,924N/A31,700N/A3/31/2019270,98516,912N/A-8,628N/A12/31/2018298,71815,210N/A-22,711N/A9/30/2018317,83313,080N/A322N/A6/30/2018299,6558,525N/A-6,327N/A3/31/2018290,2799,172N/A-2,966N/A12/31/2017268,7323,888N/A14,705N/A9/30/2017263,09129,341N/A-15,204N/A6/30/2017262,60831,307N/A14,639N/A3/31/2017259,30528,737N/A9,916N/A12/31/2016248,84936,096N/A11,705N/A9/30/2016222,63613,354N/A38,527N/A6/30/2016219,85221,202N/A-4,741N/A3/31/2016198,58616,790N/A16,757N/A12/31/2015180,94411,706N/A23,605N/A9/30/2015133,451-21,105N/A7,899N/A6/30/2015105,550-30,252N/A5,203N/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: A068790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: A068790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: A068790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: A068790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: A068790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: A068790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2026/05/20 00:27終値2026/05/20 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DMS 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。8 アナリスト機関Jeong LeeEugene Investment & Securities Co Ltd.Byung-Ki KimHanwha Investment & Securities Co., Ltd.Seong Man YooHyundai Motor Securities Co. Ltd.5 その他のアナリストを表示
Reported Earnings • Apr 04Full year 2025 earnings released: ₩1,432 loss per share (vs ₩691 loss in FY 2024)Full year 2025 results: ₩1,432 loss per share (further deteriorated from ₩691 loss in FY 2024). Revenue: ₩155.5b (up 42% from FY 2024). Net loss: ₩31.9b (loss widened 96% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 24DMS Co.,Ltd. (KOSDAQ:A068790) announces an Equity Buyback for KRW 3,000 million worth of its shares.DMS Co.,Ltd. (KOSDAQ:A068790) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares.. The purpose of the share repurchase program is shareholder return. The share repurchase program will continue until June 24, 2026. The repurchased shares will be cancelled. As of March 23, 2026, the company had no shares in treasury within scope available for dividend and had 0 shares in treasury through other repurchase.
お知らせ • Mar 17DMS Co.,Ltd., Annual General Meeting, Mar 31, 2026DMS Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 120, heungdeokjungang-ro, giheung-gu, gyeonggi-do, yongin South Korea
Board Change • Mar 09Less 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. 2 independent directors (3 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.
お知らせ • Jun 18Vienna Investment Holdings agreed to acquire 34.76% stake in VIOL Co., Ltd. (KOSDAQ:A335890) from DMS Co.,Ltd. (KOSDAQ:A068790) for approximately KRW 250 billion.Vienna Investment Holdings agreed to acquire 34.76% stake in VIOL Co., Ltd. (KOSDAQ:A335890) from DMS Co.,Ltd. (KOSDAQ:A068790) for approximately KRW 250 billion on June 17, 2025. As part of the consideration, Vienna Investment Holdings shall issue 40.54 million shares to DMS Co.,Ltd. and pay KRW 51.12 billion as part of cash consideration. A total of KRW 253.8 billion is paid towards common equity of VIOL Co., Ltd. The expected completion of the transaction is September 17, 2025.
分析記事 • Apr 02DMSLtd's (KOSDAQ:068790) Performance Is Even Better Than Its Earnings SuggestThe subdued stock price reaction suggests that DMS Co.,Ltd.'s ( KOSDAQ:068790 ) strong earnings didn't offer any...
お知らせ • Mar 18DMS Co.,Ltd., Annual General Meeting, Mar 31, 2025DMS Co.,Ltd., Annual General Meeting, Mar 31, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 120, heungdeokjungang-ro, giheung-gu, gyeonggi-do, yongin South Korea
分析記事 • Dec 16Optimistic Investors Push DMS Co.,Ltd. (KOSDAQ:068790) Shares Up 28% But Growth Is LackingDMS Co.,Ltd. ( KOSDAQ:068790 ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩5,860, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 5.5% over the past three years.
New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 7.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (₩117.6b market cap, or US$83.6m).
Buy Or Sell Opportunity • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₩5,000. The fair value is estimated to be ₩6,337, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 34%.
New Risk • Aug 28New major risk - Revenue and earnings growthEarnings have declined by 1.3% 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 1.3% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • Aug 13DMSLtd's (KOSDAQ:068790) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩4,750, the stock trades at a trailing P/E ratio of 5.8x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.
New Risk • Jul 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩137.6b (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩137.6b market cap, or US$99.2m).
分析記事 • May 28Here's Why DMSLtd (KOSDAQ:068790) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 25Why DMSLtd's (KOSDAQ:068790) Shaky Earnings Are Just The Beginning Of Its ProblemsDespite DMS Co.,Ltd.'s ( KOSDAQ:068790 ) recent earnings report having lackluster headline numbers, the market...
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩829 (vs ₩1,053 in FY 2022)Full year 2023 results: EPS: ₩829 (down from ₩1,053 in FY 2022). Revenue: ₩164.5b (down 48% from FY 2022). Net income: ₩20.3b (down 21% from FY 2022). Profit margin: 12% (up from 8.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩125 per share at 1.8% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Nov 13Third quarter 2023 earnings released: EPS: ₩380 (vs ₩481 in 3Q 2022)Third quarter 2023 results: EPS: ₩380 (down from ₩481 in 3Q 2022). Revenue: ₩45.7b (down 54% from 3Q 2022). Net income: ₩9.29b (down 21% from 3Q 2022). Profit margin: 20% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₩183 (vs ₩400 in 2Q 2022)Second quarter 2023 results: EPS: ₩183 (down from ₩400 in 2Q 2022). Revenue: ₩42.1b (down 46% from 2Q 2022). Net income: ₩4.46b (down 54% from 2Q 2022). Profit margin: 11% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year.
New Risk • Jul 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩124.6b (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.5% net profit margin). Market cap is less than US$100m (₩124.6b market cap, or US$98.1m).
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ₩255 (vs ₩390 in 1Q 2022)First quarter 2023 results: EPS: ₩255 (down from ₩390 in 1Q 2022). Revenue: ₩40.6b (down 30% from 1Q 2022). Net income: ₩6.23b (down 35% from 1Q 2022). Profit margin: 15% (down from 17% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • Mar 19Full year 2022 earnings released: EPS: ₩1,053 (vs ₩1,354 in FY 2021)Full year 2022 results: EPS: ₩1,053 (down from ₩1,354 in FY 2021). Revenue: ₩317.0b (up 41% from FY 2021). Net income: ₩25.7b (down 22% from FY 2021). Profit margin: 8.1% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 7.0% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,170, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 21% over the past three years.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩481 (vs ₩463 in 3Q 2021)Third quarter 2022 results: EPS: ₩481 (up from ₩463 in 3Q 2021). Revenue: ₩99.2b (up 67% from 3Q 2021). Net income: ₩11.8b (up 3.8% from 3Q 2021). Profit margin: 12% (down from 19% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced 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: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩4,505, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total loss to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩5,050, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 7.9% over the past three years.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced 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: Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 4.8% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).
Reported Earnings • Aug 23Second quarter 2021 earnings released: EPS ₩420 (vs ₩66.00 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₩61.8b (up 3.9% from 2Q 2020). Net income: ₩10.3b (up ₩8.80b from 2Q 2020). Profit margin: 17% (up from 2.4% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • May 05DMS Co.,Ltd.'s (KOSDAQ:068790) 0.9% Dividend Yield Looks Pretty InterestingToday we'll take a closer look at DMS Co.,Ltd. ( KOSDAQ:068790 ) from a dividend investor's perspective. Owning a...
分析記事 • Apr 18With EPS Growth And More, DMSLtd (KOSDAQ:068790) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Apr 02These 4 Measures Indicate That DMSLtd (KOSDAQ:068790) Is Using Debt SafelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 18Are DMS Co.,Ltd.'s (KOSDAQ:068790) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?DMSLtd (KOSDAQ:068790) has had a rough month with its share price down 6.6%. However, the company's fundamentals look...
Is New 90 Day High Low • Mar 04New 90-day low: ₩8,250The company is down 3.0% from its price of ₩8,520 on 04 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 25% over the same period.
分析記事 • Feb 28Is DMSLtd's (KOSDAQ:068790) Share Price Gain Of 103% Well Earned?Unfortunately, investing is risky - companies can and do go bankrupt. But if you pick the right business to buy shares...
お知らせ • Feb 26DMS Co.,Ltd., Annual General Meeting, Mar 26, 2021DMS Co.,Ltd., Annual General Meeting, Mar 26, 2021, at 10:30 Korea Standard Time.
分析記事 • Feb 09Will DMSLtd's (KOSDAQ:068790) Growth In ROCE Persist?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jan 25What To Know Before Buying DMS Co.,Ltd. (KOSDAQ:068790) For Its DividendCould DMS Co.,Ltd. ( KOSDAQ:068790 ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Jan 10Are DMSLtd's (KOSDAQ:068790) Statutory Earnings A Good Reflection Of Its Earnings Potential?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
分析記事 • Dec 24Here's What We Like About DMSLtd's (KOSDAQ:068790) Upcoming DividendIt looks like DMS Co.,Ltd. ( KOSDAQ:068790 ) is about to go ex-dividend in the next 3 days. Ex-dividend means that...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩75.00 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.9% is below the top quartile of South Korean dividend payers (2.6%), but is in line with industry peers (0.8%).
分析記事 • Dec 13Does DMSLtd (KOSDAQ:068790) Have A Healthy Balance Sheet?David 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 • Nov 28Did DMSLtd's (KOSDAQ:068790) Share Price Deserve to Gain 70%?Passive investing in index funds can generate returns that roughly match the overall market. But one can do better...