LX Semicon（A108320）株式概要LXセミコン株式会社は、韓国、中国、ベトナム、台湾、日本、そして国際的な半導体企業として活動している。 詳細A108320 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績1/6財務の健全性6/6配当金4/6報酬株価収益率（ 12.6 x）は、 Semiconductor業界平均（ 19.6 x）を下回っています。収益は年間23.12%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 利益率(3.1%)は昨年より低い(7.2%) すべてのリスクチェックを見るA108320 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW459,654 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 NarrativeBLINRODA459,654 investors already sharing narrativesYour Fair Value₩Current Price₩37.60k67.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue ₩1.6tEarnings ₩50.5bAdvancedSet Fair ValueView all narrativesLX Semicon Co., Ltd. 競合他社RF MaterialsSymbol: KOSDAQ:A327260Market cap: ₩593.6bWorldex Industry & TradingSymbol: KOSDAQ:A101160Market cap: ₩468.9bNepesSymbol: KOSDAQ:A033640Market cap: ₩407.2bAUKSymbol: KOSE:A017900Market cap: ₩399.9b価格と性能株価の高値、安値、推移の概要LX Semicon過去の株価現在の株価₩37,600.0052週高値₩67,300.0052週安値₩29,500.00ベータ1.181ヶ月の変化1.35%3ヶ月変化-32.86%1年変化-29.06%3年間の変化-57.42%5年間の変化-66.40%IPOからの変化32.58%最新ニュースValuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩41,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,910 per share.Buy Or Sell Opportunity • Jul 31Now 23% overvaluedOver the last 90 days, the stock has fallen 45% to ₩34,150. The fair value is estimated to be ₩27,783, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to decline by 1.3% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩30,700, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,894 per share.Price Target Changed • Jul 25Price target decreased by 7.1% to ₩56,000Down from ₩60,250, the current price target is an average from 4 analysts. New target price is 44% above last closing price of ₩38,800. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,544 for next year compared to ₩5,081 last year.Major Estimate Revision • Jul 25Consensus EPS estimates fall by 41%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₩4,338 to ₩2,544 per share. Revenue forecast steady at ₩1.51b. Net income forecast to grow 7.6% next year vs 71% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩60,250 to ₩56,000. Share price was steady at ₩38,800 over the past week.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩41,600, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,836 per share.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩41,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,910 per share.Buy Or Sell Opportunity • Jul 31Now 23% overvaluedOver the last 90 days, the stock has fallen 45% to ₩34,150. The fair value is estimated to be ₩27,783, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to decline by 1.3% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩30,700, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,894 per share.Price Target Changed • Jul 25Price target decreased by 7.1% to ₩56,000Down from ₩60,250, the current price target is an average from 4 analysts. New target price is 44% above last closing price of ₩38,800. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,544 for next year compared to ₩5,081 last year.Major Estimate Revision • Jul 25Consensus EPS estimates fall by 41%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₩4,338 to ₩2,544 per share. Revenue forecast steady at ₩1.51b. Net income forecast to grow 7.6% next year vs 71% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩60,250 to ₩56,000. Share price was steady at ₩38,800 over the past week.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩41,600, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,836 per share.New Risk • May 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 7.2% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.1% net profit margin).Buy Or Sell Opportunity • May 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.8% to ₩60,500. The fair value is estimated to be ₩77,114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to decline by 1.7% per annum. Earnings are forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩51,400, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩77,121 per share.分析記事 • May 18Should You Investigate LX Semicon Co., Ltd. (KRX:108320) At ₩56,100?LX Semicon Co., Ltd. ( KRX:108320 ), is not the largest company out there, but it saw a decent share price growth of...お知らせ • Apr 25LX Semicon Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026LX Semicon Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩64,100, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩101,086 per share.Reported Earnings • Mar 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩5,081 (down from ₩8,024 in FY 2024). Revenue: ₩1.64t (down 12% from FY 2024). Net income: ₩82.6b (down 37% from FY 2024). Profit margin: 5.0% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 15% 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 15% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.8% net profit margin).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₩47,200, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total loss to shareholders of 46% over the past three years.お知らせ • Feb 26LX Semicon Co., Ltd., Annual General Meeting, Mar 26, 2026LX Semicon Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 222, techno 2-ro, yuseong-gu, daejeon South KoreaPrice Target Changed • Feb 07Price target decreased by 8.0% to ₩59,000Down from ₩64,143, the current price target is an average from 5 analysts. New target price is 9.1% above last closing price of ₩54,100. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩4,882 for next year compared to ₩8,024 last year.Declared Dividend • Feb 07Dividend reduced to ₩1,500Dividend of ₩1,500 is 38% lower than last year. Ex-date: 26th February 2026 Payment date: 1st January 1970 Dividend yield will be 2.8%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Feb 06Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₩6,496 to ₩5,021 per share. Revenue forecast steady at ₩1.72b. Net income forecast to shrink 4.0% next year vs 50% growth forecast for Semiconductor industry in South Korea . Consensus price target of ₩59,000 unchanged from last update. Share price was steady at ₩54,100 over the past week.お知らせ • Feb 06LX Semicon Co., Ltd. announces Annual dividendLX Semicon Co., Ltd. announced Annual dividend of KRW 1500.0000 per share, ex-date on February 26, 2026 and record date on February 27, 2026.お知らせ • Jan 30LX Semicon Co., Ltd. to Report Fiscal Year 2025 Results on Feb 05, 2026LX Semicon Co., Ltd. announced that they will report fiscal year 2025 results on Feb 05, 2026分析記事 • Jan 28There Are Reasons To Feel Uneasy About LX Semicon's (KRX:108320) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Reported Earnings • Nov 20Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₩620 (down from ₩1,559 in 3Q 2024). Revenue: ₩394.4b (down 6.1% from 3Q 2024). Net income: ₩10.1b (down 60% from 3Q 2024). Profit margin: 2.6% (down from 6.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 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 27% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.分析記事 • Nov 05Is It Time To Consider Buying LX Semicon Co., Ltd. (KRX:108320)?While LX Semicon Co., Ltd. ( KRX:108320 ) might not have the largest market cap around , it saw significant share price...Major Estimate Revision • Nov 05Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.74b to ₩1.66b. EPS estimate also fell from ₩5,664 per share to ₩4,625 per share. Net income forecast to grow 14% next year vs 39% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩66,714 to ₩64,857. Share price fell 12% to ₩52,200 over the past week.お知らせ • Oct 29LX Semicon Co., Ltd. to Report Q3, 2025 Results on Nov 04, 2025LX Semicon Co., Ltd. announced that they will report Q3, 2025 results at 3:00 PM, Korea Standard Time on Nov 04, 2025Board Change • Oct 22Insufficient 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. 2 highly experienced directors. Non-Executive Director Jin-Seo Roh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jul 25LX Semicon Co., Ltd.'s (KRX:108320) Earnings Are Not Doing Enough For Some InvestorsWith a price-to-earnings (or "P/E") ratio of 6.9x LX Semicon Co., Ltd. ( KRX:108320 ) may be sending bullish signals at...お知らせ • Jul 20LX Semicon Co., Ltd. to Report Q2, 2025 Results on Jul 24, 2025LX Semicon Co., Ltd. announced that they will report Q2, 2025 results on Jul 24, 2025分析記事 • May 23There May Be Underlying Issues With The Quality Of LX Semicon's (KRX:108320) EarningsDespite posting some strong earnings, the market for LX Semicon Co., Ltd.'s ( KRX:108320 ) stock hasn't moved much. We...分析記事 • Apr 29Is It Too Late To Consider Buying LX Semicon Co., Ltd. (KRX:108320)?While LX Semicon Co., Ltd. ( KRX:108320 ) might not have the largest market cap around , it saw a double-digit share...お知らせ • Apr 19LX Semicon Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025LX Semicon Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Mar 01Returns Are Gaining Momentum At LX Semicon (KRX:108320)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...お知らせ • Feb 19LX Semicon Co., Ltd., Annual General Meeting, Mar 20, 2025LX Semicon Co., Ltd., Annual General Meeting, Mar 20, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 222, techno 2-ro, yuseong-gu, daejeon South Korea分析記事 • Jan 20Investors Aren't Buying LX Semicon Co., Ltd.'s (KRX:108320) EarningsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider LX...お知らせ • Jan 17LX Semicon Co., Ltd. to Report Q4, 2024 Results on Jan 22, 2025LX Semicon Co., Ltd. announced that they will report Q4, 2024 results on Jan 22, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩1,562 (vs ₩856 in 3Q 2023)Third quarter 2024 results: EPS: ₩1,562 (up from ₩856 in 3Q 2023). Revenue: ₩419.9b (up 1.7% from 3Q 2023). Net income: ₩25.4b (up 83% from 3Q 2023). Profit margin: 6.0% (up from 3.4% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.分析記事 • Sep 26LX Semicon Co., Ltd.'s (KRX:108320) Prospects Need A Boost To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider LX...Price Target Changed • Sep 03Price target decreased by 9.1% to ₩87,875Down from ₩96,625, the current price target is an average from 8 analysts. New target price is 28% above last closing price of ₩68,400. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₩8,564 for next year compared to ₩6,222 last year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩63,100, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.Reported Earnings • Jul 29Second quarter 2024 earnings released: EPS: ₩2,724 (vs ₩288 in 2Q 2023)Second quarter 2024 results: EPS: ₩2,724 (up from ₩288 in 2Q 2023). Revenue: ₩484.9b (up 6.7% from 2Q 2023). Net income: ₩44.3b (up ₩39.6b from 2Q 2023). Profit margin: 9.1% (up from 1.0% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jul 26Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.89b to ₩1.94b. EPS estimate increased from ₩7,835 to ₩8,957 per share. Net income forecast to grow 49% next year vs 71% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩99,875. Share price fell 5.1% to ₩74,000 over the past week.お知らせ • Jul 24LX Semicon Co., Ltd. to Report First Half, 2024 Results on Jul 25, 2024LX Semicon Co., Ltd. announced that they will report first half, 2024 results on Jul 25, 2024分析記事 • Jun 21Investors Met With Slowing Returns on Capital At LX Semicon (KRX:108320)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 25Investors Can Find Comfort In LX Semicon's (KRX:108320) Earnings QualityThe market for LX Semicon Co., Ltd.'s ( KRX:108320 ) shares didn't move much after it posted weak earnings recently. We...Price Target Changed • Apr 30Price target decreased by 8.7% to ₩95,833Down from ₩105,000, the current price target is an average from 6 analysts. New target price is 29% above last closing price of ₩74,300. Stock is down 31% over the past year. The company is forecast to post earnings per share of ₩7,737 for next year compared to ₩6,222 last year.分析記事 • Apr 26LX Semicon Co., Ltd. (KRX:108320) Might Not Be As Mispriced As It LooksWith a median price-to-earnings (or "P/E") ratio of close to 13x in Korea, you could be forgiven for feeling...Major Estimate Revision • Apr 23Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩2.00b to ₩2.05b. EPS estimate fell from ₩10,028 to ₩8,677 per share. Net income forecast to grow 39% next year vs 56% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩104,833. Share price was steady at ₩76,500 over the past week.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Jin-Seo Roh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩6,222 (vs ₩14,368 in FY 2022)Full year 2023 results: EPS: ₩6,222 (down from ₩14,368 in FY 2022). Revenue: ₩1.90t (down 10% from FY 2022). Net income: ₩101.2b (down 57% from FY 2022). Profit margin: 5.3% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Major Estimate Revision • Jan 31Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩2.18b to ₩2.09b. EPS estimate also fell from ₩11,923 per share to ₩10,087 per share. Net income forecast to grow 129% next year vs 81% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩107,167 unchanged from last update. Share price was steady at ₩79,800 over the past week.Major Estimate Revision • Jan 26Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩2.21b to ₩1.96b. EPS estimate fell from ₩12,720 to ₩9,852 per share. Net income forecast to grow 125% next year vs 86% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩107,167. Share price was steady at ₩78,800 over the past week.Major Estimate Revision • Jan 23Consensus EPS estimates increase by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.90b to ₩1.95b. EPS estimate increased from ₩5,866 to ₩7,330 per share. Net income forecast to grow 163% next year vs 84% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩107,167. Share price was steady at ₩79,600 over the past week.Upcoming Dividend • Dec 20Upcoming dividend of ₩4,500 per share at 5.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.1%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.0%).Major Estimate Revision • Dec 08Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩8,756 to ₩5,866 per share. Revenue forecast steady at ₩1.90b. Net income forecast to grow 202% next year vs 87% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩113,500 unchanged from last update. Share price was steady at ₩83,800 over the past week.Major Estimate Revision • Nov 10Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩2.00b to ₩1.89b. EPS estimate rose from ₩7,214 to ₩8,756. Net income forecast to grow 103% next year vs 18% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩116,000. Share price rose 15% to ₩87,200 over the past week.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩88,200, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 105% over the past three years.Major Estimate Revision • Oct 25Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩8,305 to ₩7,214 per share. Revenue forecast steady at ₩2.00b. Net income forecast to grow 88% next year vs 34% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩118,375 to ₩114,125. Share price fell 3.9% to ₩76,800 over the past week.Major Estimate Revision • Sep 26Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.98b to ₩2.02b. EPS estimate increased from ₩7,089 to ₩8,796 per share. Net income forecast to grow 106% next year vs 41% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩118,375 unchanged from last update. Share price fell 3.6% to ₩81,300 over the past week.Major Estimate Revision • Sep 15Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩2.02b to ₩1.98b. EPS estimate also fell from ₩8,056 per share to ₩7,089 per share. Net income forecast to grow 91% next year vs 41% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩124,250 to ₩118,375. Share price was steady at ₩87,000 over the past week.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: ₩289 (vs ₩5,105 in 2Q 2022)Second quarter 2023 results: EPS: ₩289 (down from ₩5,105 in 2Q 2022). Revenue: ₩454.5b (down 24% from 2Q 2022). Net income: ₩4.70b (down 94% from 2Q 2022). Profit margin: 1.0% (down from 14% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.Major Estimate Revision • Jul 28Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩2.21b to ₩1.98b. EPS estimate fell from ₩11,281 to ₩6,299 per share. Net income forecast to shrink 17% next year vs 3.2% growth forecast for Semiconductor industry in South Korea . Consensus price target broadly unchanged at ₩124,250. Share price fell 10% to ₩101,200 over the past week.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩98,000, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.Price Target Changed • Apr 28Price target increased by 9.6% to ₩119,625Up from ₩109,125, the current price target is an average from 8 analysts. New target price is 14% above last closing price of ₩105,100. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₩10,900 for next year compared to ₩14,368 last year.Major Estimate Revision • Apr 22Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from ₩2.04b to ₩2.13b. EPS estimate fell from ₩12,200 to ₩10,900 per share. Net income forecast to shrink 35% next year vs 10% growth forecast for Semiconductor industry in South Korea . Consensus price target up from ₩109,125 to ₩119,625. Share price rose 4.7% to ₩107,700 over the past week.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩116,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 375% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩170,353 per share.Reported Earnings • Mar 16Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩14,369 (down from ₩18,225 in FY 2021). Revenue: ₩2.12t (up 12% from FY 2021). Net income: ₩233.7b (down 21% from FY 2021). Profit margin: 11% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year whereas the company’s share price has increased by 56% per year.Major Estimate Revision • Mar 15Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ₩10,537 to ₩11,799. Revenue forecast steady at ₩2.06b. Net income forecast to shrink 18% next year vs 0.2% decline forecast for Semiconductor industry in South Korea. Consensus price target down from ₩109,750 to ₩107,250. Share price fell 5.7% to ₩89,400 over the past week.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩94,800, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 176% over the past three years.Major Estimate Revision • Jan 28Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩2.15b to ₩2.08b. EPS estimate also fell from ₩14,496 per share to ₩10,218 per share. Net income forecast to shrink 33% next year vs 3.0% growth forecast for Semiconductor industry in South Korea . Consensus price target broadly unchanged at ₩112,250. Share price rose 4.5% to ₩80,800 over the past week.Upcoming Dividend • Dec 21Upcoming dividend of ₩5,400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.8%).Price Target Changed • Nov 30Price target decreased to ₩114,875Down from ₩124,143, the current price target is an average from 8 analysts. New target price is 31% above last closing price of ₩87,700. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₩16,826 for next year compared to ₩18,225 last year.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩93,800, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 173% over the past three years.Major Estimate Revision • Oct 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩18,329 to ₩15,575 per share. Revenue forecast steady at ₩2.31b. Net income forecast to shrink 21% next year vs 25% growth forecast for Semiconductor industry in South Korea . Consensus price target down from ₩133,429 to ₩130,571. Share price was steady at ₩80,400 over the past week.Price Target Changed • Oct 06Price target decreased to ₩141,714Down from ₩153,143, the current price target is an average from 7 analysts. New target price is 67% above last closing price of ₩85,100. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩19,566 for next year compared to ₩18,225 last year.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩104,400, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 220% over the past three years.Major Estimate Revision • Apr 27Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩2.28b to ₩2.20b. EPS estimate rose from ₩18,209 to ₩20,306. Net income forecast to grow 11% next year vs 30% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩171,111 unchanged from last update. Share price fell 3.1% to ₩139,500 over the past week.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. 5 experienced directors. No highly experienced directors. Independent Outside Director Kyeong Woo Wee was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Executive Director Yeon Chae Jeong was the last director to join the board, commencing their role in 2019. 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 • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩139,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Semiconductor industry in South Korea. Total returns to shareholders of 271% over the past three years.Reported Earnings • Mar 17Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₩18,225 (up from ₩4,459 in FY 2020). Revenue: ₩1.90t (up 63% from FY 2020). Net income: ₩296.4b (up 309% from FY 2020). Profit margin: 16% (up from 6.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 17%, compared to a 25% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 11Price target increased to ₩168,333Up from ₩156,111, the current price target is an average from 9 analysts. New target price is 15% above last closing price of ₩146,400. Stock is up 127% over the past year. The company is forecast to post earnings per share of ₩18,710 for next year compared to ₩4,459 last year.Upcoming Dividend • Dec 22Upcoming dividend of ₩1,350 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to ₩138,400, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩236,799 per share.Price Target Changed • Aug 19Price target increased to ₩147,400Up from ₩132,900, the current price target is an average from 10 analysts. New target price is 27% above last closing price of ₩115,900. Stock is up 173% over the past year.Major Estimate Revision • Aug 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ₩1.75b to ₩1.70b. EPS estimate rose from ₩12,188 to ₩17,199. Net income forecast to grow 132% next year vs 66% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩133,900. Share price fell 5.5% to ₩117,300 over the past week.Price Target Changed • Jul 28Price target increased to ₩132,900Up from ₩122,778, the current price target is an average from 10 analysts. New target price is 7.1% above last closing price of ₩124,100. Stock is up 150% over the past year.Price Target Changed • Jun 16Price target increased to ₩118,750Up from ₩107,250, the current price target is an average from 9 analysts. New target price is 14% above last closing price of ₩104,000. Stock is up 174% over the past year.Major Estimate Revision • May 18Consensus EPS estimates increase to ₩11,706The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩1.47b to ₩1.51b. EPS estimate increased from ₩6,768 to ₩11,706 per share. Net income forecast to grow 162% next year vs 73% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩88,111 to ₩94,875. Share price was steady at ₩96,800 over the past week.分析記事 • May 09Silicon Works Co., Ltd. (KOSDAQ:108320) Shares Could Be 24% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Silicon Works Co., Ltd. ( KOSDAQ:108320 ) by estimating...Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩85,500, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total returns to shareholders of 152% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩116,475 per share.Price Target Changed • Mar 18Price target increased to ₩75,111Up from ₩69,900, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩72,700. Stock is up 203% over the past year.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩73,800, the stock trades at a trailing P/E ratio of 16.6x, up from the previous P/E ratio of 13.7x. Average P/E is 19x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 102%.分析記事 • Mar 15Is Silicon Works Co., Ltd. (KOSDAQ:108320) Potentially Undervalued?While Silicon Works Co., Ltd. ( KOSDAQ:108320 ) might not be the most widely known stock at the moment, it received a...Reported Earnings • Mar 12Full year 2020 earnings released: EPS ₩4,459 (vs ₩2,370 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩1.16t (up 34% from FY 2019). Net income: ₩72.5b (up 88% from FY 2019). Profit margin: 6.2% (up from 4.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 28What To Know Before Buying Silicon Works Co., Ltd. (KOSDAQ:108320) For Its DividendDividend paying stocks like Silicon Works Co., Ltd. ( KOSDAQ:108320 ) tend to be popular with investors, and for good...分析記事 • Feb 15Will Silicon Works (KOSDAQ:108320) Multiply In Value Going Forward?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • Feb 01Estimating The Fair Value Of Silicon Works Co., Ltd. (KOSDAQ:108320)Does the February share price for Silicon Works Co., Ltd. ( KOSDAQ:108320 ) reflect what it's really worth? Today, we...株主還元A108320KR SemiconductorKR 市場7D-5.3%15.0%7.5%1Y-29.1%416.7%106.3%株主還元を見る業界別リターン: A108320過去 1 年間で416.7 % 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: A108320は、過去 1 年間で106.3 % のリターンを上げたKR市場を下回りました。価格変動Is A108320's price volatile compared to industry and market?A108320 volatilityA108320 Average Weekly Movement10.9%Semiconductor Industry Average Movement15.0%Market Average Movement9.8%10% most volatile stocks in KR Market17.7%10% least volatile stocks in KR Market5.2%安定した株価: A108320 、 KR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: A108320の 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19991,396Yun Tae Leewww.lxsemicon.comLXセミコン株式会社は、韓国、中国、ベトナム、台湾、日本、および国際的な半導体企業として事業を展開している。同社は、有機発光ダイオード（OLED）および液晶ディスプレイ（LCD）ソリューション、ディスプレイパネル内のタッチ機能を統合したインセルタッチをサポートするチップセットソリューション「RealTouch」、タイミングコントローラとソースドライバIC間のパネル駆動インターフェース「Clock Embedded Differential Signaling」、IT機器向け低消費電力ソリューションを提供している。モバイル、タブレット、時計、テレビ、モニター、ノートパソコン、インタラクティブ・ホワイトボード、キオスク端末、車載、家電、スマートIoTアプリケーション向けのソリューションを提供している。前身はシリコンワークス株式会社で、2021年6月にLXセミコン株式会社に社名変更した。LXセミコンは1999年に設立され、韓国の大田に本社を置いている。もっと見るLX Semicon Co., Ltd. 基礎のまとめLX Semicon の収益と売上を時価総額と比較するとどうか。A108320 基礎統計学時価総額₩611.54b収益（TTM）₩48.49b売上高(TTM)₩1.55t12.6xPER（株価収益率0.4xP/SレシオA108320 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A108320 損益計算書（TTM）収益₩1.55t売上原価₩1.08t売上総利益₩476.31bその他の費用₩427.82b収益₩48.49b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）2.98kグロス・マージン30.70%純利益率3.13%有利子負債／自己資本比率0%A108320 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.0%現在の配当利回り50%配当性向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2026/08/19 00:58終値2026/08/19 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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LX Semicon Co., Ltd. 4 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。20 アナリスト機関Dong-je WooBofA Global ResearchKyunga LeeCGS InternationalKyung Min KimDaishin Securities Co. Ltd.17 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩41,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,910 per share.
Buy Or Sell Opportunity • Jul 31Now 23% overvaluedOver the last 90 days, the stock has fallen 45% to ₩34,150. The fair value is estimated to be ₩27,783, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to decline by 1.3% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩30,700, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,894 per share.
Price Target Changed • Jul 25Price target decreased by 7.1% to ₩56,000Down from ₩60,250, the current price target is an average from 4 analysts. New target price is 44% above last closing price of ₩38,800. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,544 for next year compared to ₩5,081 last year.
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 41%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₩4,338 to ₩2,544 per share. Revenue forecast steady at ₩1.51b. Net income forecast to grow 7.6% next year vs 71% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩60,250 to ₩56,000. Share price was steady at ₩38,800 over the past week.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩41,600, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,836 per share.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩41,350, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,910 per share.
Buy Or Sell Opportunity • Jul 31Now 23% overvaluedOver the last 90 days, the stock has fallen 45% to ₩34,150. The fair value is estimated to be ₩27,783, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to decline by 1.3% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩30,700, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,894 per share.
Price Target Changed • Jul 25Price target decreased by 7.1% to ₩56,000Down from ₩60,250, the current price target is an average from 4 analysts. New target price is 44% above last closing price of ₩38,800. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,544 for next year compared to ₩5,081 last year.
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 41%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₩4,338 to ₩2,544 per share. Revenue forecast steady at ₩1.51b. Net income forecast to grow 7.6% next year vs 71% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩60,250 to ₩56,000. Share price was steady at ₩38,800 over the past week.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩41,600, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,836 per share.
New Risk • May 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 7.2% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.1% net profit margin).
Buy Or Sell Opportunity • May 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.8% to ₩60,500. The fair value is estimated to be ₩77,114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to decline by 1.7% per annum. Earnings are forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩51,400, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩77,121 per share.
分析記事 • May 18Should You Investigate LX Semicon Co., Ltd. (KRX:108320) At ₩56,100?LX Semicon Co., Ltd. ( KRX:108320 ), is not the largest company out there, but it saw a decent share price growth of...
お知らせ • Apr 25LX Semicon Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026LX Semicon Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩64,100, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩101,086 per share.
Reported Earnings • Mar 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩5,081 (down from ₩8,024 in FY 2024). Revenue: ₩1.64t (down 12% from FY 2024). Net income: ₩82.6b (down 37% from FY 2024). Profit margin: 5.0% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 15% 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 15% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.8% net profit margin).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₩47,200, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total loss to shareholders of 46% over the past three years.
お知らせ • Feb 26LX Semicon Co., Ltd., Annual General Meeting, Mar 26, 2026LX Semicon Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 222, techno 2-ro, yuseong-gu, daejeon South Korea
Price Target Changed • Feb 07Price target decreased by 8.0% to ₩59,000Down from ₩64,143, the current price target is an average from 5 analysts. New target price is 9.1% above last closing price of ₩54,100. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩4,882 for next year compared to ₩8,024 last year.
Declared Dividend • Feb 07Dividend reduced to ₩1,500Dividend of ₩1,500 is 38% lower than last year. Ex-date: 26th February 2026 Payment date: 1st January 1970 Dividend yield will be 2.8%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₩6,496 to ₩5,021 per share. Revenue forecast steady at ₩1.72b. Net income forecast to shrink 4.0% next year vs 50% growth forecast for Semiconductor industry in South Korea . Consensus price target of ₩59,000 unchanged from last update. Share price was steady at ₩54,100 over the past week.
お知らせ • Feb 06LX Semicon Co., Ltd. announces Annual dividendLX Semicon Co., Ltd. announced Annual dividend of KRW 1500.0000 per share, ex-date on February 26, 2026 and record date on February 27, 2026.
お知らせ • Jan 30LX Semicon Co., Ltd. to Report Fiscal Year 2025 Results on Feb 05, 2026LX Semicon Co., Ltd. announced that they will report fiscal year 2025 results on Feb 05, 2026
分析記事 • Jan 28There Are Reasons To Feel Uneasy About LX Semicon's (KRX:108320) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Reported Earnings • Nov 20Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₩620 (down from ₩1,559 in 3Q 2024). Revenue: ₩394.4b (down 6.1% from 3Q 2024). Net income: ₩10.1b (down 60% from 3Q 2024). Profit margin: 2.6% (down from 6.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 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 27% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 05Is It Time To Consider Buying LX Semicon Co., Ltd. (KRX:108320)?While LX Semicon Co., Ltd. ( KRX:108320 ) might not have the largest market cap around , it saw significant share price...
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.74b to ₩1.66b. EPS estimate also fell from ₩5,664 per share to ₩4,625 per share. Net income forecast to grow 14% next year vs 39% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩66,714 to ₩64,857. Share price fell 12% to ₩52,200 over the past week.
お知らせ • Oct 29LX Semicon Co., Ltd. to Report Q3, 2025 Results on Nov 04, 2025LX Semicon Co., Ltd. announced that they will report Q3, 2025 results at 3:00 PM, Korea Standard Time on Nov 04, 2025
Board Change • Oct 22Insufficient 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. 2 highly experienced directors. Non-Executive Director Jin-Seo Roh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 25LX Semicon Co., Ltd.'s (KRX:108320) Earnings Are Not Doing Enough For Some InvestorsWith a price-to-earnings (or "P/E") ratio of 6.9x LX Semicon Co., Ltd. ( KRX:108320 ) may be sending bullish signals at...
お知らせ • Jul 20LX Semicon Co., Ltd. to Report Q2, 2025 Results on Jul 24, 2025LX Semicon Co., Ltd. announced that they will report Q2, 2025 results on Jul 24, 2025
分析記事 • May 23There May Be Underlying Issues With The Quality Of LX Semicon's (KRX:108320) EarningsDespite posting some strong earnings, the market for LX Semicon Co., Ltd.'s ( KRX:108320 ) stock hasn't moved much. We...
分析記事 • Apr 29Is It Too Late To Consider Buying LX Semicon Co., Ltd. (KRX:108320)?While LX Semicon Co., Ltd. ( KRX:108320 ) might not have the largest market cap around , it saw a double-digit share...
お知らせ • Apr 19LX Semicon Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025LX Semicon Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Mar 01Returns Are Gaining Momentum At LX Semicon (KRX:108320)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
お知らせ • Feb 19LX Semicon Co., Ltd., Annual General Meeting, Mar 20, 2025LX Semicon Co., Ltd., Annual General Meeting, Mar 20, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 222, techno 2-ro, yuseong-gu, daejeon South Korea
分析記事 • Jan 20Investors Aren't Buying LX Semicon Co., Ltd.'s (KRX:108320) EarningsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider LX...
お知らせ • Jan 17LX Semicon Co., Ltd. to Report Q4, 2024 Results on Jan 22, 2025LX Semicon Co., Ltd. announced that they will report Q4, 2024 results on Jan 22, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩1,562 (vs ₩856 in 3Q 2023)Third quarter 2024 results: EPS: ₩1,562 (up from ₩856 in 3Q 2023). Revenue: ₩419.9b (up 1.7% from 3Q 2023). Net income: ₩25.4b (up 83% from 3Q 2023). Profit margin: 6.0% (up from 3.4% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 26LX Semicon Co., Ltd.'s (KRX:108320) Prospects Need A Boost To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider LX...
Price Target Changed • Sep 03Price target decreased by 9.1% to ₩87,875Down from ₩96,625, the current price target is an average from 8 analysts. New target price is 28% above last closing price of ₩68,400. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₩8,564 for next year compared to ₩6,222 last year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩63,100, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.
Reported Earnings • Jul 29Second quarter 2024 earnings released: EPS: ₩2,724 (vs ₩288 in 2Q 2023)Second quarter 2024 results: EPS: ₩2,724 (up from ₩288 in 2Q 2023). Revenue: ₩484.9b (up 6.7% from 2Q 2023). Net income: ₩44.3b (up ₩39.6b from 2Q 2023). Profit margin: 9.1% (up from 1.0% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jul 26Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.89b to ₩1.94b. EPS estimate increased from ₩7,835 to ₩8,957 per share. Net income forecast to grow 49% next year vs 71% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩99,875. Share price fell 5.1% to ₩74,000 over the past week.
お知らせ • Jul 24LX Semicon Co., Ltd. to Report First Half, 2024 Results on Jul 25, 2024LX Semicon Co., Ltd. announced that they will report first half, 2024 results on Jul 25, 2024
分析記事 • Jun 21Investors Met With Slowing Returns on Capital At LX Semicon (KRX:108320)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • May 25Investors Can Find Comfort In LX Semicon's (KRX:108320) Earnings QualityThe market for LX Semicon Co., Ltd.'s ( KRX:108320 ) shares didn't move much after it posted weak earnings recently. We...
Price Target Changed • Apr 30Price target decreased by 8.7% to ₩95,833Down from ₩105,000, the current price target is an average from 6 analysts. New target price is 29% above last closing price of ₩74,300. Stock is down 31% over the past year. The company is forecast to post earnings per share of ₩7,737 for next year compared to ₩6,222 last year.
分析記事 • Apr 26LX Semicon Co., Ltd. (KRX:108320) Might Not Be As Mispriced As It LooksWith a median price-to-earnings (or "P/E") ratio of close to 13x in Korea, you could be forgiven for feeling...
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩2.00b to ₩2.05b. EPS estimate fell from ₩10,028 to ₩8,677 per share. Net income forecast to grow 39% next year vs 56% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩104,833. Share price was steady at ₩76,500 over the past week.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Jin-Seo Roh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩6,222 (vs ₩14,368 in FY 2022)Full year 2023 results: EPS: ₩6,222 (down from ₩14,368 in FY 2022). Revenue: ₩1.90t (down 10% from FY 2022). Net income: ₩101.2b (down 57% from FY 2022). Profit margin: 5.3% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Major Estimate Revision • Jan 31Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩2.18b to ₩2.09b. EPS estimate also fell from ₩11,923 per share to ₩10,087 per share. Net income forecast to grow 129% next year vs 81% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩107,167 unchanged from last update. Share price was steady at ₩79,800 over the past week.
Major Estimate Revision • Jan 26Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩2.21b to ₩1.96b. EPS estimate fell from ₩12,720 to ₩9,852 per share. Net income forecast to grow 125% next year vs 86% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩107,167. Share price was steady at ₩78,800 over the past week.
Major Estimate Revision • Jan 23Consensus EPS estimates increase by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.90b to ₩1.95b. EPS estimate increased from ₩5,866 to ₩7,330 per share. Net income forecast to grow 163% next year vs 84% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩107,167. Share price was steady at ₩79,600 over the past week.
Upcoming Dividend • Dec 20Upcoming dividend of ₩4,500 per share at 5.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.1%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.0%).
Major Estimate Revision • Dec 08Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩8,756 to ₩5,866 per share. Revenue forecast steady at ₩1.90b. Net income forecast to grow 202% next year vs 87% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩113,500 unchanged from last update. Share price was steady at ₩83,800 over the past week.
Major Estimate Revision • Nov 10Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩2.00b to ₩1.89b. EPS estimate rose from ₩7,214 to ₩8,756. Net income forecast to grow 103% next year vs 18% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩116,000. Share price rose 15% to ₩87,200 over the past week.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩88,200, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 105% over the past three years.
Major Estimate Revision • Oct 25Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩8,305 to ₩7,214 per share. Revenue forecast steady at ₩2.00b. Net income forecast to grow 88% next year vs 34% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩118,375 to ₩114,125. Share price fell 3.9% to ₩76,800 over the past week.
Major Estimate Revision • Sep 26Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.98b to ₩2.02b. EPS estimate increased from ₩7,089 to ₩8,796 per share. Net income forecast to grow 106% next year vs 41% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩118,375 unchanged from last update. Share price fell 3.6% to ₩81,300 over the past week.
Major Estimate Revision • Sep 15Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩2.02b to ₩1.98b. EPS estimate also fell from ₩8,056 per share to ₩7,089 per share. Net income forecast to grow 91% next year vs 41% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩124,250 to ₩118,375. Share price was steady at ₩87,000 over the past week.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: ₩289 (vs ₩5,105 in 2Q 2022)Second quarter 2023 results: EPS: ₩289 (down from ₩5,105 in 2Q 2022). Revenue: ₩454.5b (down 24% from 2Q 2022). Net income: ₩4.70b (down 94% from 2Q 2022). Profit margin: 1.0% (down from 14% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.
Major Estimate Revision • Jul 28Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩2.21b to ₩1.98b. EPS estimate fell from ₩11,281 to ₩6,299 per share. Net income forecast to shrink 17% next year vs 3.2% growth forecast for Semiconductor industry in South Korea . Consensus price target broadly unchanged at ₩124,250. Share price fell 10% to ₩101,200 over the past week.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩98,000, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.
Price Target Changed • Apr 28Price target increased by 9.6% to ₩119,625Up from ₩109,125, the current price target is an average from 8 analysts. New target price is 14% above last closing price of ₩105,100. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₩10,900 for next year compared to ₩14,368 last year.
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from ₩2.04b to ₩2.13b. EPS estimate fell from ₩12,200 to ₩10,900 per share. Net income forecast to shrink 35% next year vs 10% growth forecast for Semiconductor industry in South Korea . Consensus price target up from ₩109,125 to ₩119,625. Share price rose 4.7% to ₩107,700 over the past week.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩116,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 375% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩170,353 per share.
Reported Earnings • Mar 16Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩14,369 (down from ₩18,225 in FY 2021). Revenue: ₩2.12t (up 12% from FY 2021). Net income: ₩233.7b (down 21% from FY 2021). Profit margin: 11% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year whereas the company’s share price has increased by 56% per year.
Major Estimate Revision • Mar 15Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ₩10,537 to ₩11,799. Revenue forecast steady at ₩2.06b. Net income forecast to shrink 18% next year vs 0.2% decline forecast for Semiconductor industry in South Korea. Consensus price target down from ₩109,750 to ₩107,250. Share price fell 5.7% to ₩89,400 over the past week.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩94,800, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 176% over the past three years.
Major Estimate Revision • Jan 28Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩2.15b to ₩2.08b. EPS estimate also fell from ₩14,496 per share to ₩10,218 per share. Net income forecast to shrink 33% next year vs 3.0% growth forecast for Semiconductor industry in South Korea . Consensus price target broadly unchanged at ₩112,250. Share price rose 4.5% to ₩80,800 over the past week.
Upcoming Dividend • Dec 21Upcoming dividend of ₩5,400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.8%).
Price Target Changed • Nov 30Price target decreased to ₩114,875Down from ₩124,143, the current price target is an average from 8 analysts. New target price is 31% above last closing price of ₩87,700. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₩16,826 for next year compared to ₩18,225 last year.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩93,800, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 173% over the past three years.
Major Estimate Revision • Oct 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩18,329 to ₩15,575 per share. Revenue forecast steady at ₩2.31b. Net income forecast to shrink 21% next year vs 25% growth forecast for Semiconductor industry in South Korea . Consensus price target down from ₩133,429 to ₩130,571. Share price was steady at ₩80,400 over the past week.
Price Target Changed • Oct 06Price target decreased to ₩141,714Down from ₩153,143, the current price target is an average from 7 analysts. New target price is 67% above last closing price of ₩85,100. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩19,566 for next year compared to ₩18,225 last year.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩104,400, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 220% over the past three years.
Major Estimate Revision • Apr 27Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩2.28b to ₩2.20b. EPS estimate rose from ₩18,209 to ₩20,306. Net income forecast to grow 11% next year vs 30% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩171,111 unchanged from last update. Share price fell 3.1% to ₩139,500 over the past week.
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. 5 experienced directors. No highly experienced directors. Independent Outside Director Kyeong Woo Wee was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Executive Director Yeon Chae Jeong was the last director to join the board, commencing their role in 2019. 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 • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩139,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Semiconductor industry in South Korea. Total returns to shareholders of 271% over the past three years.
Reported Earnings • Mar 17Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₩18,225 (up from ₩4,459 in FY 2020). Revenue: ₩1.90t (up 63% from FY 2020). Net income: ₩296.4b (up 309% from FY 2020). Profit margin: 16% (up from 6.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 17%, compared to a 25% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 11Price target increased to ₩168,333Up from ₩156,111, the current price target is an average from 9 analysts. New target price is 15% above last closing price of ₩146,400. Stock is up 127% over the past year. The company is forecast to post earnings per share of ₩18,710 for next year compared to ₩4,459 last year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,350 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to ₩138,400, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩236,799 per share.
Price Target Changed • Aug 19Price target increased to ₩147,400Up from ₩132,900, the current price target is an average from 10 analysts. New target price is 27% above last closing price of ₩115,900. Stock is up 173% over the past year.
Major Estimate Revision • Aug 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ₩1.75b to ₩1.70b. EPS estimate rose from ₩12,188 to ₩17,199. Net income forecast to grow 132% next year vs 66% growth forecast for Semiconductor industry in South Korea. Consensus price target broadly unchanged at ₩133,900. Share price fell 5.5% to ₩117,300 over the past week.
Price Target Changed • Jul 28Price target increased to ₩132,900Up from ₩122,778, the current price target is an average from 10 analysts. New target price is 7.1% above last closing price of ₩124,100. Stock is up 150% over the past year.
Price Target Changed • Jun 16Price target increased to ₩118,750Up from ₩107,250, the current price target is an average from 9 analysts. New target price is 14% above last closing price of ₩104,000. Stock is up 174% over the past year.
Major Estimate Revision • May 18Consensus EPS estimates increase to ₩11,706The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩1.47b to ₩1.51b. EPS estimate increased from ₩6,768 to ₩11,706 per share. Net income forecast to grow 162% next year vs 73% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩88,111 to ₩94,875. Share price was steady at ₩96,800 over the past week.
分析記事 • May 09Silicon Works Co., Ltd. (KOSDAQ:108320) Shares Could Be 24% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Silicon Works Co., Ltd. ( KOSDAQ:108320 ) by estimating...
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩85,500, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total returns to shareholders of 152% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩116,475 per share.
Price Target Changed • Mar 18Price target increased to ₩75,111Up from ₩69,900, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩72,700. Stock is up 203% over the past year.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩73,800, the stock trades at a trailing P/E ratio of 16.6x, up from the previous P/E ratio of 13.7x. Average P/E is 19x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 102%.
分析記事 • Mar 15Is Silicon Works Co., Ltd. (KOSDAQ:108320) Potentially Undervalued?While Silicon Works Co., Ltd. ( KOSDAQ:108320 ) might not be the most widely known stock at the moment, it received a...
Reported Earnings • Mar 12Full year 2020 earnings released: EPS ₩4,459 (vs ₩2,370 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩1.16t (up 34% from FY 2019). Net income: ₩72.5b (up 88% from FY 2019). Profit margin: 6.2% (up from 4.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 28What To Know Before Buying Silicon Works Co., Ltd. (KOSDAQ:108320) For Its DividendDividend paying stocks like Silicon Works Co., Ltd. ( KOSDAQ:108320 ) tend to be popular with investors, and for good...
分析記事 • Feb 15Will Silicon Works (KOSDAQ:108320) Multiply In Value Going Forward?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 • Feb 01Estimating The Fair Value Of Silicon Works Co., Ltd. (KOSDAQ:108320)Does the February share price for Silicon Works Co., Ltd. ( KOSDAQ:108320 ) reflect what it's really worth? Today, we...
