View ValuationTelcowareLtd 将来の成長Future 基準チェック /06現在、 TelcowareLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Software 収益成長28.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Apr 27Price target decreased to ₩18,000Down from ₩22,500, the current price target is provided by 1 analyst. New target price is 70% above last closing price of ₩10,600. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩544 for next year compared to ₩322 last year.すべての更新を表示Recent updatesReported Earnings • Mar 24Full year 2025 earnings released: EPS: ₩1,195 (vs ₩942 in FY 2024)Full year 2025 results: EPS: ₩1,195 (up from ₩942 in FY 2024). Revenue: ₩38.4b (down 14% from FY 2024). Net income: ₩6.17b (up 24% from FY 2024). Profit margin: 16% (up from 11% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Mar 17Telcoware Co.,Ltd., Annual General Meeting, Mar 27, 2026Telcoware Co.,Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 262, gangnam-daero, gangnam-gu, seoul South KoreaValuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩20,050, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 161% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩640 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 09 April 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Nov 20Shareholders Will Be Pleased With The Quality of TelcowareLtd's (KRX:078000) EarningsThe subdued stock price reaction suggests that Telcoware Co.,Ltd.'s ( KRX:078000 ) strong earnings didn't offer any...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩141 (vs ₩3.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩141 (up from ₩3.00 in 3Q 2024). Revenue: ₩7.14b (down 5.1% from 3Q 2024). Net income: ₩727.2m (up ₩710.8m from 3Q 2024). Profit margin: 10% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 09TelcowareLtd (KRX:078000) Has Affirmed Its Dividend Of ₩640.00Telcoware Co.,Ltd.'s ( KRX:078000 ) investors are due to receive a payment of ₩640.00 per share on 9th of April. This...Declared Dividend • Nov 08Dividend of ₩640 announcedDividend of ₩640 is the same as last year. Ex-date: 29th December 2025 Payment date: 9th April 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Telcoware Co.,Ltd. announces Annual dividend, payable on April 09, 2026Telcoware Co.,Ltd. announced Annual dividend of KRW 640.0000 per share payable on April 09, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Sep 23Here's Why We Think TelcowareLtd (KRX:078000) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Sep 23Telcoware Co.,Ltd.'s (KRX:078000) Shares Climb 38% But Its Business Is Yet to Catch UpThe Telcoware Co.,Ltd. ( KRX:078000 ) share price has done very well over the last month, posting an excellent gain of...New Risk • Sep 23New 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 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩97.7b market cap, or US$70.1m).Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩18,910, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 154% over the past three years.分析記事 • Jul 09Investors Appear Satisfied With Telcoware Co.,Ltd.'s (KRX:078000) Prospects As Shares Rocket 26%Despite an already strong run, Telcoware Co.,Ltd. ( KRX:078000 ) shares have been powering on, with a gain of 26% in...New Risk • Jul 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (₩84.2b market cap, or US$61.2m).分析記事 • Jun 12TelcowareLtd (KRX:078000) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...New Risk • May 19New 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 11% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩65.8b market cap, or US$47.4m).Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 32%After last week's 32% share price gain to ₩12,750, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 51% over the past three years.分析記事 • Apr 29Telcoware Co.,Ltd. (KRX:078000) Stock Rockets 28% But Many Are Still Ignoring The CompanyTelcoware Co.,Ltd. ( KRX:078000 ) shareholders have had their patience rewarded with a 28% share price jump in the last...Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩11,270, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 28% over the past three years.分析記事 • Mar 27TelcowareLtd's (KRX:078000) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Telcoware Co.,Ltd.'s ( KRX:078000 ) recent earnings didn't contain any...Reported Earnings • Mar 22Full year 2024 earnings released: EPS: ₩942 (vs ₩950 in FY 2023)Full year 2024 results: EPS: ₩942 (down from ₩950 in FY 2023). Revenue: ₩44.9b (up 10% from FY 2023). Net income: ₩4.98b (down 6.8% from FY 2023). Profit margin: 11% (down from 13% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Mar 08Telcoware Co.,Ltd., Annual General Meeting, Mar 28, 2025Telcoware Co.,Ltd., Annual General Meeting, Mar 28, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 20-7, beobwon-ro 3-gil, seocho-gu, seoul South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩640 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.5%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.6%).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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩50.6b market cap, or US$35.2m).Buy Or Sell Opportunity • Dec 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to ₩9,730. The fair value is estimated to be ₩12,166, however this is not to be taken as a buy recommendation but rather should be used as a guide only.New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2013. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2013 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩46.6b market cap, or US$32.8m).分析記事 • Mar 31We Think That There Are Some Issues For TelcowareLtd (KRX:078000) Beyond Its Promising EarningsTelcoware Co.,Ltd.'s ( KRX:078000 ) healthy profit numbers didn't contain any surprises for investors. However the...New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (135% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (₩59.4b market cap, or US$44.2m).Upcoming Dividend • Dec 20Upcoming dividend of ₩600 per share at 5.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 5.9%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Oct 11Telcoware Co.,Ltd. (KOSE:A078000) announces an Equity Buyback for KRW 5,000 million worth of its shares.Telcoware Co.,Ltd. (KOSE:A078000) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares, pursuant to an agreement with DAISHIN Securities Co., Ltd. The purpose of the program is enhancing shareholder value (stock cancellation). The program is valid till April 9, 2024. As of October 9, 2023, the company had 4,076,074 shares in treasury within the possible dividend range for acquisition and no shares for other acquisition.Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 31 March 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.8%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 19First quarter 2022 earnings released: ₩373 loss per share (vs ₩403 loss in 1Q 2021)First quarter 2022 results: ₩373 loss per share (up from ₩403 loss in 1Q 2021). Revenue: ₩4.94b (up 4.4% from 1Q 2021). Net loss: ₩2.10b (loss narrowed 7.4% from 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 61% 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.Price Target Changed • Apr 27Price target decreased to ₩18,000Down from ₩22,500, the current price target is provided by 1 analyst. New target price is 70% above last closing price of ₩10,600. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩544 for next year compared to ₩322 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 13Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ₩322 (down from ₩332 in FY 2020). Revenue: ₩34.8b (down 4.3% from FY 2020). Net income: ₩1.81b (down 3.0% from FY 2020). Profit margin: 5.2% (up from 5.1% in FY 2020). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 60%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Dec 22Upcoming dividend of ₩480 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 04 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.3%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.0%).分析記事 • Apr 12TelcowareLtd (KRX:078000) Will Be Hoping To Turn Its Returns On Capital AroundTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...分析記事 • Mar 15A Look At TelcowareLtd's (KRX:078000) Share Price ReturnsMany investors define successful investing as beating the market average over the long term. But in any portfolio...お知らせ • Mar 03Telcoware Co.,Ltd., Annual General Meeting, Mar 26, 2021Telcoware Co.,Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 24New 90-day low: ₩11,400The company is down 4.0% from its price of ₩11,900 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 10.0% over the same period.分析記事 • Feb 16We Wouldn't Rely On TelcowareLtd's (KRX:078000) Statutory Earnings As A GuideBroadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...分析記事 • Jan 20Investors In Telcoware Co.,Ltd. (KRX:078000) Should Consider This, FirstCould Telcoware Co.,Ltd. ( KRX:078000 ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Dec 30Be Wary Of TelcowareLtd (KRX:078000) And Its Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...Upcoming Dividend • Dec 22Upcoming Dividend of ₩550 Per ShareWill be paid on the 3rd of April to those who are registered shareholders by the 29th of December. The trailing yield of 4.5% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (0.8%).Is New 90 Day High Low • Dec 21New 90-day high: ₩12,400The company is up 4.0% from its price of ₩11,900 on 22 September 2020. The South Korean market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 5.0% over the same period.分析記事 • Dec 09How Much Have TelcowareLtd (KRX:078000) Shareholders Earned On Their Investment Over The Last Five Years?The main aim of stock picking is to find the market-beating stocks. But even the best stock picker will only win with...分析記事 • Nov 18We Wouldn't Rely On TelcowareLtd's (KRX:078000) Statutory Earnings As A GuideBroadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...Is New 90 Day High Low • Oct 30New 90-day low: ₩11,400The company is down 9.0% from its price of ₩12,550 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day low: ₩11,500The company is down 5.0% from its price of ₩12,050 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 14% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、TelcowareLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSE:A078000 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202538,3516,16916,33316,934N/A9/30/202541,0145,47118,29423,127N/A6/30/202541,3994,7607,9678,379N/A3/31/202544,2055,2945,2446,195N/A12/31/202444,8534,976-1854,445N/A9/30/202438,3031,065-1,617-1,059N/A6/30/202440,6391,8621,3166,250N/A3/31/202442,0744,8783,4477,745N/A12/31/202340,6385,3372,6183,128N/A9/30/202349,0029,80212,83513,065N/A6/30/202347,5718,7243,1683,690N/A3/31/202343,2185,0031,4361,958N/A12/31/202242,5693,8696,8897,330N/A9/30/202236,009925-1,163-588N/A6/30/202235,2062,2042,3052,789N/A3/31/202235,0301,9784,3635,797N/A12/31/202134,8221,8118,9949,864N/A9/30/202133,617-461-3,995-1,674N/A6/30/202134,773438-5,920-90N/A3/31/202136,6731,649-7,132-1,531N/A12/31/202036,4021,867-5,886326N/A9/30/202039,7022,717-3144,347N/A6/30/202040,5742,9525381,632N/A3/31/202040,6053,1674,0424,270N/A12/31/201941,7894,283-1,064-609N/A9/30/201941,9414,397N/A10,591N/A6/30/201943,6535,938N/A8,236N/A3/31/201942,8466,309N/A9,470N/A12/31/201842,1456,344N/A8,294N/A9/30/201837,0104,686N/A4,492N/A6/30/201835,8262,999N/A9,105N/A3/31/201840,1714,663N/A8,759N/A12/31/201741,4025,300N/A9,821N/A9/30/201740,9678,111N/A12,191N/A6/30/201741,0037,699N/A5,612N/A3/31/201740,8095,899N/A4,410N/A12/31/201640,8944,504N/A4,616N/A9/30/201642,282641N/A6,211N/A6/30/201647,3572,270N/A7,756N/A3/31/201656,4217,620N/A11,810N/A12/31/201559,3707,786N/A16,266N/A9/30/201556,7328,068N/A6,495N/A6/30/201555,0827,497N/A6,641N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A078000の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A078000の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A078000の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A078000の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A078000の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A078000の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/21 18:32終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Telcoware Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Hong-Sik JeongLS Securities Co., Ltd.Joon Ho HwangMirae Asset Securities Co., Ltd.Ji-Hoon LeeSK Securities Co., Ltd.
Price Target Changed • Apr 27Price target decreased to ₩18,000Down from ₩22,500, the current price target is provided by 1 analyst. New target price is 70% above last closing price of ₩10,600. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩544 for next year compared to ₩322 last year.
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: ₩1,195 (vs ₩942 in FY 2024)Full year 2025 results: EPS: ₩1,195 (up from ₩942 in FY 2024). Revenue: ₩38.4b (down 14% from FY 2024). Net income: ₩6.17b (up 24% from FY 2024). Profit margin: 16% (up from 11% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Mar 17Telcoware Co.,Ltd., Annual General Meeting, Mar 27, 2026Telcoware Co.,Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 262, gangnam-daero, gangnam-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩20,050, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 161% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩640 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 09 April 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Nov 20Shareholders Will Be Pleased With The Quality of TelcowareLtd's (KRX:078000) EarningsThe subdued stock price reaction suggests that Telcoware Co.,Ltd.'s ( KRX:078000 ) strong earnings didn't offer any...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩141 (vs ₩3.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩141 (up from ₩3.00 in 3Q 2024). Revenue: ₩7.14b (down 5.1% from 3Q 2024). Net income: ₩727.2m (up ₩710.8m from 3Q 2024). Profit margin: 10% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 09TelcowareLtd (KRX:078000) Has Affirmed Its Dividend Of ₩640.00Telcoware Co.,Ltd.'s ( KRX:078000 ) investors are due to receive a payment of ₩640.00 per share on 9th of April. This...
Declared Dividend • Nov 08Dividend of ₩640 announcedDividend of ₩640 is the same as last year. Ex-date: 29th December 2025 Payment date: 9th April 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Telcoware Co.,Ltd. announces Annual dividend, payable on April 09, 2026Telcoware Co.,Ltd. announced Annual dividend of KRW 640.0000 per share payable on April 09, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Sep 23Here's Why We Think TelcowareLtd (KRX:078000) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Sep 23Telcoware Co.,Ltd.'s (KRX:078000) Shares Climb 38% But Its Business Is Yet to Catch UpThe Telcoware Co.,Ltd. ( KRX:078000 ) share price has done very well over the last month, posting an excellent gain of...
New Risk • Sep 23New 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 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩97.7b market cap, or US$70.1m).
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩18,910, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 154% over the past three years.
分析記事 • Jul 09Investors Appear Satisfied With Telcoware Co.,Ltd.'s (KRX:078000) Prospects As Shares Rocket 26%Despite an already strong run, Telcoware Co.,Ltd. ( KRX:078000 ) shares have been powering on, with a gain of 26% in...
New Risk • Jul 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (₩84.2b market cap, or US$61.2m).
分析記事 • Jun 12TelcowareLtd (KRX:078000) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
New Risk • May 19New 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 11% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩65.8b market cap, or US$47.4m).
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 32%After last week's 32% share price gain to ₩12,750, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 51% over the past three years.
分析記事 • Apr 29Telcoware Co.,Ltd. (KRX:078000) Stock Rockets 28% But Many Are Still Ignoring The CompanyTelcoware Co.,Ltd. ( KRX:078000 ) shareholders have had their patience rewarded with a 28% share price jump in the last...
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩11,270, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 16x in the Software industry in South Korea. Total returns to shareholders of 28% over the past three years.
分析記事 • Mar 27TelcowareLtd's (KRX:078000) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Telcoware Co.,Ltd.'s ( KRX:078000 ) recent earnings didn't contain any...
Reported Earnings • Mar 22Full year 2024 earnings released: EPS: ₩942 (vs ₩950 in FY 2023)Full year 2024 results: EPS: ₩942 (down from ₩950 in FY 2023). Revenue: ₩44.9b (up 10% from FY 2023). Net income: ₩4.98b (down 6.8% from FY 2023). Profit margin: 11% (down from 13% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Mar 08Telcoware Co.,Ltd., Annual General Meeting, Mar 28, 2025Telcoware Co.,Ltd., Annual General Meeting, Mar 28, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 20-7, beobwon-ro 3-gil, seocho-gu, seoul South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩640 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.5%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.6%).
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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩50.6b market cap, or US$35.2m).
Buy Or Sell Opportunity • Dec 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to ₩9,730. The fair value is estimated to be ₩12,166, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2013. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2013 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩46.6b market cap, or US$32.8m).
分析記事 • Mar 31We Think That There Are Some Issues For TelcowareLtd (KRX:078000) Beyond Its Promising EarningsTelcoware Co.,Ltd.'s ( KRX:078000 ) healthy profit numbers didn't contain any surprises for investors. However the...
New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (135% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (₩59.4b market cap, or US$44.2m).
Upcoming Dividend • Dec 20Upcoming dividend of ₩600 per share at 5.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 5.9%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Oct 11Telcoware Co.,Ltd. (KOSE:A078000) announces an Equity Buyback for KRW 5,000 million worth of its shares.Telcoware Co.,Ltd. (KOSE:A078000) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares, pursuant to an agreement with DAISHIN Securities Co., Ltd. The purpose of the program is enhancing shareholder value (stock cancellation). The program is valid till April 9, 2024. As of October 9, 2023, the company had 4,076,074 shares in treasury within the possible dividend range for acquisition and no shares for other acquisition.
Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 31 March 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.8%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 19First quarter 2022 earnings released: ₩373 loss per share (vs ₩403 loss in 1Q 2021)First quarter 2022 results: ₩373 loss per share (up from ₩403 loss in 1Q 2021). Revenue: ₩4.94b (up 4.4% from 1Q 2021). Net loss: ₩2.10b (loss narrowed 7.4% from 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 61% 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.
Price Target Changed • Apr 27Price target decreased to ₩18,000Down from ₩22,500, the current price target is provided by 1 analyst. New target price is 70% above last closing price of ₩10,600. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₩544 for next year compared to ₩322 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 13Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ₩322 (down from ₩332 in FY 2020). Revenue: ₩34.8b (down 4.3% from FY 2020). Net income: ₩1.81b (down 3.0% from FY 2020). Profit margin: 5.2% (up from 5.1% in FY 2020). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 60%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Dec 22Upcoming dividend of ₩480 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 04 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.3%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.0%).
分析記事 • Apr 12TelcowareLtd (KRX:078000) Will Be Hoping To Turn Its Returns On Capital AroundTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Mar 15A Look At TelcowareLtd's (KRX:078000) Share Price ReturnsMany investors define successful investing as beating the market average over the long term. But in any portfolio...
お知らせ • Mar 03Telcoware Co.,Ltd., Annual General Meeting, Mar 26, 2021Telcoware Co.,Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 24New 90-day low: ₩11,400The company is down 4.0% from its price of ₩11,900 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 10.0% over the same period.
分析記事 • Feb 16We Wouldn't Rely On TelcowareLtd's (KRX:078000) Statutory Earnings As A GuideBroadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
分析記事 • Jan 20Investors In Telcoware Co.,Ltd. (KRX:078000) Should Consider This, FirstCould Telcoware Co.,Ltd. ( KRX:078000 ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Dec 30Be Wary Of TelcowareLtd (KRX:078000) And Its Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩550 Per ShareWill be paid on the 3rd of April to those who are registered shareholders by the 29th of December. The trailing yield of 4.5% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (0.8%).
Is New 90 Day High Low • Dec 21New 90-day high: ₩12,400The company is up 4.0% from its price of ₩11,900 on 22 September 2020. The South Korean market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 5.0% over the same period.
分析記事 • Dec 09How Much Have TelcowareLtd (KRX:078000) Shareholders Earned On Their Investment Over The Last Five Years?The main aim of stock picking is to find the market-beating stocks. But even the best stock picker will only win with...
分析記事 • Nov 18We Wouldn't Rely On TelcowareLtd's (KRX:078000) Statutory Earnings As A GuideBroadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
Is New 90 Day High Low • Oct 30New 90-day low: ₩11,400The company is down 9.0% from its price of ₩12,550 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: ₩11,500The company is down 5.0% from its price of ₩12,050 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 14% over the same period.