Justem（A417840）株式概要株式会社ジャステムは、韓国で半導体とディスプレイ部品を製造・販売している。 詳細A417840 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績4/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より84.9%で取引されている 収益は年間41.06%増加すると予測されています 過去1年間で収益は86.1%増加しました リスク分析高いレベルの非現金収入 KR市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るA417840 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW497,212 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG497,212 investors already sharing narrativesYour Fair Value₩Current Price₩10.85k58.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7b309b2016201920222025202620282031Revenue ₩309.2bEarnings ₩36.5bAdvancedSet Fair ValueView all narrativesJustem Co., Ltd. 競合他社MiraeSymbol: KOSE:A025560Market cap: ₩232.6bUNISEMSymbol: KOSDAQ:A036200Market cap: ₩279.2bOKins ElectronicsLtdSymbol: KOSDAQ:A080580Market cap: ₩313.4bKNJSymbol: KOSDAQ:A272110Market cap: ₩220.8b価格と性能株価の高値、安値、推移の概要Justem過去の株価現在の株価₩10,850.0052週高値₩22,250.0052週安値₩2,963.33ベータ1.841ヶ月の変化-26.04%3ヶ月変化84.84%1年変化224.20%3年間の変化91.47%5年間の変化n/aIPOからの変化162.50%最新ニュースValuation Update With 7 Day Price Move • 1hInvestor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₩10,850, the stock trades at a trailing P/E ratio of 37.6x. Average forward P/E is 17x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩14,670, the stock trades at a trailing P/E ratio of 50.8x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.分析記事 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...分析記事 • May 23Is Now An Opportune Moment To Examine Justem Co., Ltd. (KOSDAQ:417840)?Justem Co., Ltd. ( KOSDAQ:417840 ), might not be a large cap stock, but it saw a significant share price rise of 249...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩18,790, the stock trades at a trailing P/E ratio of 63.8x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 239% over the past three years.New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). High level of non-cash earnings (21% accrual ratio).最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • 1hInvestor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₩10,850, the stock trades at a trailing P/E ratio of 37.6x. Average forward P/E is 17x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩14,670, the stock trades at a trailing P/E ratio of 50.8x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.分析記事 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...分析記事 • May 23Is Now An Opportune Moment To Examine Justem Co., Ltd. (KOSDAQ:417840)?Justem Co., Ltd. ( KOSDAQ:417840 ), might not be a large cap stock, but it saw a significant share price rise of 249...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩18,790, the stock trades at a trailing P/E ratio of 63.8x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 239% over the past three years.New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). High level of non-cash earnings (21% accrual ratio).Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩7,380, the stock trades at a trailing P/E ratio of 47x. Average forward P/E is 20x in the Semiconductor industry in South Korea. Total returns to shareholders of 16% over the past three years.Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩163 (vs ₩101 loss in FY 2024)Full year 2025 results: EPS: ₩163 (up from ₩101 loss in FY 2024). Revenue: ₩48.3b (up 25% from FY 2024). Net income: ₩3.47b (up ₩5.61b from FY 2024). Profit margin: 7.2% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Justem Co., Ltd., Annual General Meeting, Mar 30, 2026Justem Co., Ltd., Annual General Meeting, Mar 30, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South KoreaValuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩8,300, the stock trades at a trailing P/E ratio of 26.2x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 112% over the past three years.分析記事 • Feb 03Subdued Growth No Barrier To Justem Co., Ltd. (KOSDAQ:417840) With Shares Advancing 34%Justem Co., Ltd. ( KOSDAQ:417840 ) shares have continued their recent momentum with a 34% gain in the last month alone...Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩4,935, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 63% over the past three years.分析記事 • Jan 14We Think Justem (KOSDAQ:417840) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩4,900, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 78% over the past three years.分析記事 • Dec 18Justem Co., Ltd.'s (KOSDAQ:417840) 33% Share Price Surge Not Quite Adding UpThose holding Justem Co., Ltd. ( KOSDAQ:417840 ) shares would be relieved that the share price has rebounded 33% in the...Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩13,200, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 55% over the past three years.分析記事 • Nov 22We Think That There Are Issues Underlying Justem's (KOSDAQ:417840) EarningsJustem Co., Ltd. ( KOSDAQ:417840 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩95.00 (vs ₩78.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩95.00 (up from ₩78.00 in 3Q 2024). Revenue: ₩12.1b (down 24% from 3Q 2024). Net income: ₩758.6m (up 73% from 3Q 2024). Profit margin: 6.3% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% 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 • Sep 30Investors Will Want Justem's (KOSDAQ:417840) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩13,490, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 49% over the past year.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩227 (vs ₩221 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩227 (up from ₩221 loss in 2Q 2024). Revenue: ₩11.3b (up 47% from 2Q 2024). Net income: ₩1.61b (up ₩3.18b from 2Q 2024). Profit margin: 14% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.New Risk • Jul 25New 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: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩72.8b market cap, or US$52.9m).分析記事 • Jul 04These 4 Measures Indicate That Justem (KOSDAQ:417840) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 23Justem's (KOSDAQ:417840) Performance Is Even Better Than Its Earnings SuggestJustem Co., Ltd. ( KOSDAQ:417840 ) recently posted some strong earnings, and the market responded positively. We did...分析記事 • May 22Justem's (KOSDAQ:417840) Returns On Capital Tell Us There Is Reason To Feel UneasyTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩9,600, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 13x in the Semiconductor industry in South Korea. Total loss to shareholders of 28% over the past year.分析記事 • Mar 28Is Justem (KOSDAQ:417840) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Mar 01Justem Co., Ltd., Annual General Meeting, Mar 31, 2025Justem Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South KoreaNew Risk • Feb 20New major risk - Revenue and earnings growthRevenue has declined by 8.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Revenue has declined by 8.1% over the past year. Minor Risk Market cap is less than US$100m (₩69.5b market cap, or US$48.3m).New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩44.0b market cap, or US$30.7m).分析記事 • Dec 09Is Justem (KOSDAQ:417840) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 17Second quarter 2024 earnings released: ₩221 loss per share (vs ₩370 loss in 2Q 2023)Second quarter 2024 results: ₩221 loss per share (improved from ₩370 loss in 2Q 2023). Revenue: ₩7.67b (down 16% from 2Q 2023). Net loss: ₩1.57b (loss narrowed 40% from 2Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in South Korea.分析記事 • Aug 07Would Justem (KOSDAQ:417840) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Aug 02New 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 7.6% 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 Less than 1 year of cash runway based on current free cash flow (-₩23b). Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₩59.9b market cap, or US$43.9m).分析記事 • Apr 22Is Justem (KOSDAQ:417840) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • May 05Justem Co., Ltd. announced that it has received KRW 15 billion in fundingOn May 4, 2023, Justem Co., Ltd. closed the transaction.株主還元A417840KR SemiconductorKR 市場7D-22.5%-8.9%-3.6%1Y224.2%613.6%148.4%株主還元を見る業界別リターン: A417840過去 1 年間で613.6 % の収益を上げたKR Semiconductor業界を下回りました。リターン対市場: A417840過去 1 年間で148.4 % の収益を上げたKR市場を上回りました。価格変動Is A417840's price volatile compared to industry and market?A417840 volatilityA417840 Average Weekly Movement19.5%Semiconductor Industry Average Movement13.7%Market Average Movement9.3%10% most volatile stocks in KR Market16.5%10% least volatile stocks in KR Market4.9%安定した株価: A417840の株価は、 KR市場と比較して過去 3 か月間で変動しています。時間の経過による変動: A417840の weekly volatility ( 20% ) は過去 1 年間安定していますが、依然としてKRの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2016116Young-Jin Limwww.justem.co.kr株式会社ジャステムは韓国で半導体とディスプレイ部品を製造・販売している。半導体モジュールおよび部品、再生品、LCDおよびOLEDディスプレイ製品、PECVDおよびPCVD太陽電池を提供している。同社は2016年に設立され、韓国の華城市を拠点としている。もっと見るJustem Co., Ltd. 基礎のまとめJustem の収益と売上を時価総額と比較するとどうか。A417840 基礎統計学時価総額₩274.27b収益（TTM）₩6.54b売上高(TTM)₩55.36b37.6xPER（株価収益率4.4xP/SレシオA417840 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A417840 損益計算書（TTM）収益₩55.36b売上原価₩30.06b売上総利益₩25.30bその他の費用₩18.77b収益₩6.54b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）288.59グロス・マージン45.70%純利益率11.81%有利子負債／自己資本比率24.4%A417840 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/07/06 10:02終値2026/07/06 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Justem Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Ah-young KimDaishin Securities Co. Ltd.Jun-Young ParkHanwha Investment & Securities Co., Ltd.
Valuation Update With 7 Day Price Move • 1hInvestor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₩10,850, the stock trades at a trailing P/E ratio of 37.6x. Average forward P/E is 17x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩14,670, the stock trades at a trailing P/E ratio of 50.8x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.
分析記事 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...
分析記事 • May 23Is Now An Opportune Moment To Examine Justem Co., Ltd. (KOSDAQ:417840)?Justem Co., Ltd. ( KOSDAQ:417840 ), might not be a large cap stock, but it saw a significant share price rise of 249...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩18,790, the stock trades at a trailing P/E ratio of 63.8x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 239% over the past three years.
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). High level of non-cash earnings (21% accrual ratio).
Valuation Update With 7 Day Price Move • 1hInvestor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₩10,850, the stock trades at a trailing P/E ratio of 37.6x. Average forward P/E is 17x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩14,670, the stock trades at a trailing P/E ratio of 50.8x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.
分析記事 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...
分析記事 • May 23Is Now An Opportune Moment To Examine Justem Co., Ltd. (KOSDAQ:417840)?Justem Co., Ltd. ( KOSDAQ:417840 ), might not be a large cap stock, but it saw a significant share price rise of 249...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩18,790, the stock trades at a trailing P/E ratio of 63.8x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 239% over the past three years.
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). High level of non-cash earnings (21% accrual ratio).
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩7,380, the stock trades at a trailing P/E ratio of 47x. Average forward P/E is 20x in the Semiconductor industry in South Korea. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩163 (vs ₩101 loss in FY 2024)Full year 2025 results: EPS: ₩163 (up from ₩101 loss in FY 2024). Revenue: ₩48.3b (up 25% from FY 2024). Net income: ₩3.47b (up ₩5.61b from FY 2024). Profit margin: 7.2% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Justem Co., Ltd., Annual General Meeting, Mar 30, 2026Justem Co., Ltd., Annual General Meeting, Mar 30, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South Korea
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩8,300, the stock trades at a trailing P/E ratio of 26.2x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 112% over the past three years.
分析記事 • Feb 03Subdued Growth No Barrier To Justem Co., Ltd. (KOSDAQ:417840) With Shares Advancing 34%Justem Co., Ltd. ( KOSDAQ:417840 ) shares have continued their recent momentum with a 34% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩4,935, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 63% over the past three years.
分析記事 • Jan 14We Think Justem (KOSDAQ:417840) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩4,900, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 78% over the past three years.
分析記事 • Dec 18Justem Co., Ltd.'s (KOSDAQ:417840) 33% Share Price Surge Not Quite Adding UpThose holding Justem Co., Ltd. ( KOSDAQ:417840 ) shares would be relieved that the share price has rebounded 33% in the...
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩13,200, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 55% over the past three years.
分析記事 • Nov 22We Think That There Are Issues Underlying Justem's (KOSDAQ:417840) EarningsJustem Co., Ltd. ( KOSDAQ:417840 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩95.00 (vs ₩78.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩95.00 (up from ₩78.00 in 3Q 2024). Revenue: ₩12.1b (down 24% from 3Q 2024). Net income: ₩758.6m (up 73% from 3Q 2024). Profit margin: 6.3% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% 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 • Sep 30Investors Will Want Justem's (KOSDAQ:417840) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩13,490, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 49% over the past year.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩227 (vs ₩221 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩227 (up from ₩221 loss in 2Q 2024). Revenue: ₩11.3b (up 47% from 2Q 2024). Net income: ₩1.61b (up ₩3.18b from 2Q 2024). Profit margin: 14% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.
New Risk • Jul 25New 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: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩72.8b market cap, or US$52.9m).
分析記事 • Jul 04These 4 Measures Indicate That Justem (KOSDAQ:417840) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 23Justem's (KOSDAQ:417840) Performance Is Even Better Than Its Earnings SuggestJustem Co., Ltd. ( KOSDAQ:417840 ) recently posted some strong earnings, and the market responded positively. We did...
分析記事 • May 22Justem's (KOSDAQ:417840) Returns On Capital Tell Us There Is Reason To Feel UneasyTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩9,600, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 13x in the Semiconductor industry in South Korea. Total loss to shareholders of 28% over the past year.
分析記事 • Mar 28Is Justem (KOSDAQ:417840) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Mar 01Justem Co., Ltd., Annual General Meeting, Mar 31, 2025Justem Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South Korea
New Risk • Feb 20New major risk - Revenue and earnings growthRevenue has declined by 8.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Revenue has declined by 8.1% over the past year. Minor Risk Market cap is less than US$100m (₩69.5b market cap, or US$48.3m).
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩44.0b market cap, or US$30.7m).
分析記事 • Dec 09Is Justem (KOSDAQ:417840) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 17Second quarter 2024 earnings released: ₩221 loss per share (vs ₩370 loss in 2Q 2023)Second quarter 2024 results: ₩221 loss per share (improved from ₩370 loss in 2Q 2023). Revenue: ₩7.67b (down 16% from 2Q 2023). Net loss: ₩1.57b (loss narrowed 40% from 2Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in South Korea.
分析記事 • Aug 07Would Justem (KOSDAQ:417840) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Aug 02New 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 7.6% 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 Less than 1 year of cash runway based on current free cash flow (-₩23b). Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₩59.9b market cap, or US$43.9m).
分析記事 • Apr 22Is Justem (KOSDAQ:417840) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • May 05Justem Co., Ltd. announced that it has received KRW 15 billion in fundingOn May 4, 2023, Justem Co., Ltd. closed the transaction.
