View Past PerformanceSamji Electronics バランスシートの健全性財務の健全性 基準チェック /36Samji Electronicsの総株主資本は₩977.0B 、総負債は₩944.4Bで、負債比率は96.7%となります。総資産と総負債はそれぞれ₩2,704.1Bと₩1,727.1Bです。 Samji Electronicsの EBIT は₩471.7Bで、利息カバレッジ比率25.4です。現金および短期投資は₩184.4Bです。主要情報96.67%負債資本比率₩944.43b負債インタレスト・カバレッジ・レシオ25.4x現金₩184.42bエクイティ₩976.95b負債合計₩1.73t総資産₩2.70t財務の健全性に関する最新情報分析記事 • Mar 25Is Samji Electronics (KOSDAQ:037460) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 11These 4 Measures Indicate That Samji Electronics (KOSDAQ:037460) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...すべての更新を表示Recent updatesNew Risk • May 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (14% average weekly change).Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 37%After last week's 37% share price gain to ₩49,650, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 20x in the Communications industry in South Korea. Total returns to shareholders of 526% over the past three years.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩34,000, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 19x in the Communications industry in South Korea. Total returns to shareholders of 330% over the past three years.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩27,050, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 11x in the Communications industry in South Korea. Total returns to shareholders of 238% over the past three years.分析記事 • Mar 24Solid Earnings May Not Tell The Whole Story For Samji Electronics (KOSDAQ:037460)The recent earnings posted by Samji Electronics Co., Ltd. ( KOSDAQ:037460 ) were solid, but the stock didn't move as...Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩5,030 (vs ₩4,009 in FY 2024)Full year 2025 results: EPS: ₩5,030 (up from ₩4,009 in FY 2024). Revenue: ₩4.29t (up 28% from FY 2024). Net income: ₩75.7b (up 23% from FY 2024). Profit margin: 1.8% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Mar 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (25% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩19,410, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 9x in the Communications industry in South Korea. Total returns to shareholders of 150% over the past three years.お知らせ • Feb 28Samji Electronics Co., Ltd., Annual General Meeting, Mar 25, 2026Samji Electronics Co., Ltd., Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 63-27, geumgok-ro, gyeonggi-do, hwaseong South KoreaValuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩20,850, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 9x in the Communications industry in South Korea. Total returns to shareholders of 167% over the past three years.分析記事 • Jan 26Here's Why Samji Electronics (KOSDAQ:037460) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jan 05Samji Electronics Co., Ltd.'s (KOSDAQ:037460) Shares Not Telling The Full StoryWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 14x, you may consider Samji...Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩16,500, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Communications industry in South Korea. Total returns to shareholders of 117% over the past three years.お知らせ • Jan 02Samji Electronics Co., Ltd. (KOSDAQ:A037460) announces an Equity Buyback for KRW 15,000 million worth of its shares.Samji Electronics Co. Ltd. (KOSE:A037460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 15,000 million worth of its shares pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose of the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on July 2, 2026. As of January 1, 2026, the company had 1,444,096 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.New Risk • Nov 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.New Risk • Aug 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 36% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (36% accrual ratio). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows.New Risk • Aug 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.Buy Or Sell Opportunity • Jun 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to ₩10,530. The fair value is estimated to be ₩8,613, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 17%.Buy Or Sell Opportunity • May 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₩10,320. The fair value is estimated to be ₩8,548, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 14%.お知らせ • Apr 25Samji Electronics Co., Ltd. (KOSDAQ:A037460) announces an Equity Buyback for KRW 3,000 million worth of its shares.Samji Electronics Co. Ltd. (KOSE:A037460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares pursuant to a contract with NH INVESTMENT & SECURITIES CO.,LTD. The purpose of the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on October 24, 2025. As of April 24, 2025, the company had 1,189,000 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.分析記事 • Mar 20Impressive Earnings May Not Tell The Whole Story For Samji Electronics (KOSDAQ:037460)Despite posting some strong earnings, the market for Samji Electronics Co., Ltd.'s ( KOSDAQ:037460 ) stock hasn't moved...Reported Earnings • Mar 15Full year 2024 earnings released: EPS: ₩4,009 (vs ₩2,103 in FY 2023)Full year 2024 results: EPS: ₩4,009 (up from ₩2,103 in FY 2023). Revenue: ₩3.36t (up 33% from FY 2023). Net income: ₩61.5b (up 91% from FY 2023). Profit margin: 1.8% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Mar 01Investors Will Want Samji Electronics' (KOSDAQ:037460) Growth In ROCE To PersistIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...お知らせ • Feb 28Samji Electronics Co., Ltd., Annual General Meeting, Mar 21, 2025Samji Electronics Co., Ltd., Annual General Meeting, Mar 21, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 63-27, geumgok-ro, gyeonggi-do, hwaseong South Koreaお知らせ • Dec 06Samji Electronics Co., Ltd. (KOSDAQ:A037460) announces an Equity Buyback for KRW 2,000 million worth of its shares.Samji Electronics Co. Ltd. (KOSE:A037460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares pursuant to a contract with NH Investment & Securities. The purpose of the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on June 5, 2025. As of December 5, 2024, the company had 966,610 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.New Risk • Nov 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.1% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (₩129.4b market cap, or US$92.4m).New Risk • Sep 17New 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 (₩131.6b market cap, or US$100.0m).New Risk • May 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.分析記事 • Mar 21Investors Can Find Comfort In Samji Electronics' (KOSDAQ:037460) Earnings QualityThe market for Samji Electronics Co., Ltd.'s ( KOSDAQ:037460 ) shares didn't move much after it posted weak earnings...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩2,103 (vs ₩3,132 in FY 2022)Full year 2023 results: EPS: ₩2,103 (down from ₩3,132 in FY 2022). Revenue: ₩2.53t (down 14% from FY 2022). Net income: ₩32.3b (down 33% from FY 2022). Profit margin: 1.3% (down from 1.6% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩450 per share at 5.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.3%).New Risk • Jul 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩129.4b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩129.4b market cap, or US$99.8m).Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₩3,132 (vs ₩2,072 in FY 2021)Full year 2022 results: EPS: ₩3,132 (up from ₩2,072 in FY 2021). Revenue: ₩2.92t (up 18% from FY 2021). Net income: ₩48.1b (up 51% from FY 2021). Profit margin: 1.6% (up from 1.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 21 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.2%).Board Change • Nov 16No independent 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. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩7,970, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Communications industry in South Korea. Total loss to shareholders of 20% over the past three years.Board Change • Apr 27No independent 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. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.8%).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩15,500, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 26x in the Communications industry in South Korea. Total returns to shareholders of 33% over the past three years.分析記事 • Apr 09Investors Met With Slowing Returns on Capital At Samji Electronics (KOSDAQ:037460)What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 25Is Samji Electronics (KOSDAQ:037460) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 10Samji Electronics Co., Ltd.'s (KOSDAQ:037460) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?Samji Electronics (KOSDAQ:037460) has had a rough month with its share price down 14%. However, the company's...分析記事 • Feb 23Is Samji Electronics Co., Ltd. (KOSDAQ:037460) Popular Amongst Insiders?The big shareholder groups in Samji Electronics Co., Ltd. ( KOSDAQ:037460 ) have power over the company. Large...分析記事 • Feb 08Is Samji Electronics Co., Ltd. (KOSDAQ:037460) An Attractive Dividend Stock?Could Samji Electronics Co., Ltd. ( KOSDAQ:037460 ) be an attractive dividend share to own for the long haul? Investors...分析記事 • Jan 24Did Business Growth Power Samji Electronics' (KOSDAQ:037460) Share Price Gain of 187%?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...分析記事 • Jan 08Returns On Capital - An Important Metric For Samji Electronics (KOSDAQ:037460)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Is New 90 Day High Low • Jan 08New 90-day high: ₩12,700The company is up 11% from its price of ₩11,450 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 4.0% over the same period.分析記事 • Dec 24Samji Electronics Co., Ltd. (KOSDAQ:037460) Stock Goes Ex-Dividend In Just Three DaysSamji Electronics Co., Ltd. ( KOSDAQ:037460 ) stock is about to trade ex-dividend in three days. If you purchase the...Upcoming Dividend • Dec 22Upcoming Dividend of ₩140 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.2% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.7%).分析記事 • Dec 11These 4 Measures Indicate That Samji Electronics (KOSDAQ:037460) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 26Do Its Financials Have Any Role To Play In Driving Samji Electronics Co., Ltd.'s (KOSDAQ:037460) Stock Up Recently?Most readers would already be aware that Samji Electronics' (KOSDAQ:037460) stock increased significantly by 7.2% over...財務状況分析短期負債: A037460の 短期資産 ( ₩2,412.9B ) が 短期負債 ( ₩1,698.5B ) を超えています。長期負債: A037460の短期資産 ( ₩2,412.9B ) が 長期負債 ( ₩28.6B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: A037460の 純負債対資本比率 ( 77.8% ) は 高い と見なされます。負債の削減: A037460の負債対資本比率は、過去 5 年間で48.2%から96.7%に増加しました。債務返済能力: A037460の 営業キャッシュフロー はマイナスであるため、負債は十分にカバーされていません。インタレストカバレッジ: A037460の負債に対する 利息支払い は EBIT ( 25.4 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/05/30 02:23終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Samji Electronics Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Sang-Hun LeeiM Securities
分析記事 • Mar 25Is Samji Electronics (KOSDAQ:037460) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 11These 4 Measures Indicate That Samji Electronics (KOSDAQ:037460) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • May 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (14% average weekly change).
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 37%After last week's 37% share price gain to ₩49,650, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 20x in the Communications industry in South Korea. Total returns to shareholders of 526% over the past three years.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩34,000, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 19x in the Communications industry in South Korea. Total returns to shareholders of 330% over the past three years.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩27,050, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 11x in the Communications industry in South Korea. Total returns to shareholders of 238% over the past three years.
分析記事 • Mar 24Solid Earnings May Not Tell The Whole Story For Samji Electronics (KOSDAQ:037460)The recent earnings posted by Samji Electronics Co., Ltd. ( KOSDAQ:037460 ) were solid, but the stock didn't move as...
Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩5,030 (vs ₩4,009 in FY 2024)Full year 2025 results: EPS: ₩5,030 (up from ₩4,009 in FY 2024). Revenue: ₩4.29t (up 28% from FY 2024). Net income: ₩75.7b (up 23% from FY 2024). Profit margin: 1.8% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Mar 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (25% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩19,410, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 9x in the Communications industry in South Korea. Total returns to shareholders of 150% over the past three years.
お知らせ • Feb 28Samji Electronics Co., Ltd., Annual General Meeting, Mar 25, 2026Samji Electronics Co., Ltd., Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 63-27, geumgok-ro, gyeonggi-do, hwaseong South Korea
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩20,850, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 9x in the Communications industry in South Korea. Total returns to shareholders of 167% over the past three years.
分析記事 • Jan 26Here's Why Samji Electronics (KOSDAQ:037460) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jan 05Samji Electronics Co., Ltd.'s (KOSDAQ:037460) Shares Not Telling The Full StoryWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 14x, you may consider Samji...
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩16,500, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Communications industry in South Korea. Total returns to shareholders of 117% over the past three years.
お知らせ • Jan 02Samji Electronics Co., Ltd. (KOSDAQ:A037460) announces an Equity Buyback for KRW 15,000 million worth of its shares.Samji Electronics Co. Ltd. (KOSE:A037460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 15,000 million worth of its shares pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose of the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on July 2, 2026. As of January 1, 2026, the company had 1,444,096 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.
New Risk • Nov 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
New Risk • Aug 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 36% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (36% accrual ratio). Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows.
New Risk • Aug 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.
Buy Or Sell Opportunity • Jun 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to ₩10,530. The fair value is estimated to be ₩8,613, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 17%.
Buy Or Sell Opportunity • May 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₩10,320. The fair value is estimated to be ₩8,548, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 14%.
お知らせ • Apr 25Samji Electronics Co., Ltd. (KOSDAQ:A037460) announces an Equity Buyback for KRW 3,000 million worth of its shares.Samji Electronics Co. Ltd. (KOSE:A037460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares pursuant to a contract with NH INVESTMENT & SECURITIES CO.,LTD. The purpose of the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on October 24, 2025. As of April 24, 2025, the company had 1,189,000 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.
分析記事 • Mar 20Impressive Earnings May Not Tell The Whole Story For Samji Electronics (KOSDAQ:037460)Despite posting some strong earnings, the market for Samji Electronics Co., Ltd.'s ( KOSDAQ:037460 ) stock hasn't moved...
Reported Earnings • Mar 15Full year 2024 earnings released: EPS: ₩4,009 (vs ₩2,103 in FY 2023)Full year 2024 results: EPS: ₩4,009 (up from ₩2,103 in FY 2023). Revenue: ₩3.36t (up 33% from FY 2023). Net income: ₩61.5b (up 91% from FY 2023). Profit margin: 1.8% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Mar 01Investors Will Want Samji Electronics' (KOSDAQ:037460) Growth In ROCE To PersistIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
お知らせ • Feb 28Samji Electronics Co., Ltd., Annual General Meeting, Mar 21, 2025Samji Electronics Co., Ltd., Annual General Meeting, Mar 21, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 63-27, geumgok-ro, gyeonggi-do, hwaseong South Korea
お知らせ • Dec 06Samji Electronics Co., Ltd. (KOSDAQ:A037460) announces an Equity Buyback for KRW 2,000 million worth of its shares.Samji Electronics Co. Ltd. (KOSE:A037460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares pursuant to a contract with NH Investment & Securities. The purpose of the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on June 5, 2025. As of December 5, 2024, the company had 966,610 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.
New Risk • Nov 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.1% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (₩129.4b market cap, or US$92.4m).
New Risk • Sep 17New 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 (₩131.6b market cap, or US$100.0m).
New Risk • May 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • Mar 21Investors Can Find Comfort In Samji Electronics' (KOSDAQ:037460) Earnings QualityThe market for Samji Electronics Co., Ltd.'s ( KOSDAQ:037460 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩2,103 (vs ₩3,132 in FY 2022)Full year 2023 results: EPS: ₩2,103 (down from ₩3,132 in FY 2022). Revenue: ₩2.53t (down 14% from FY 2022). Net income: ₩32.3b (down 33% from FY 2022). Profit margin: 1.3% (down from 1.6% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩450 per share at 5.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.3%).
New Risk • Jul 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩129.4b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩129.4b market cap, or US$99.8m).
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₩3,132 (vs ₩2,072 in FY 2021)Full year 2022 results: EPS: ₩3,132 (up from ₩2,072 in FY 2021). Revenue: ₩2.92t (up 18% from FY 2021). Net income: ₩48.1b (up 51% from FY 2021). Profit margin: 1.6% (up from 1.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 21 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.2%).
Board Change • Nov 16No independent 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. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩7,970, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Communications industry in South Korea. Total loss to shareholders of 20% over the past three years.
Board Change • Apr 27No independent 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. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.8%).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩15,500, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 26x in the Communications industry in South Korea. Total returns to shareholders of 33% over the past three years.
分析記事 • Apr 09Investors Met With Slowing Returns on Capital At Samji Electronics (KOSDAQ:037460)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Mar 25Is Samji Electronics (KOSDAQ:037460) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 10Samji Electronics Co., Ltd.'s (KOSDAQ:037460) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?Samji Electronics (KOSDAQ:037460) has had a rough month with its share price down 14%. However, the company's...
分析記事 • Feb 23Is Samji Electronics Co., Ltd. (KOSDAQ:037460) Popular Amongst Insiders?The big shareholder groups in Samji Electronics Co., Ltd. ( KOSDAQ:037460 ) have power over the company. Large...
分析記事 • Feb 08Is Samji Electronics Co., Ltd. (KOSDAQ:037460) An Attractive Dividend Stock?Could Samji Electronics Co., Ltd. ( KOSDAQ:037460 ) be an attractive dividend share to own for the long haul? Investors...
分析記事 • Jan 24Did Business Growth Power Samji Electronics' (KOSDAQ:037460) Share Price Gain of 187%?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
分析記事 • Jan 08Returns On Capital - An Important Metric For Samji Electronics (KOSDAQ:037460)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Is New 90 Day High Low • Jan 08New 90-day high: ₩12,700The company is up 11% from its price of ₩11,450 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 4.0% over the same period.
分析記事 • Dec 24Samji Electronics Co., Ltd. (KOSDAQ:037460) Stock Goes Ex-Dividend In Just Three DaysSamji Electronics Co., Ltd. ( KOSDAQ:037460 ) stock is about to trade ex-dividend in three days. If you purchase the...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩140 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.2% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.7%).
分析記事 • Dec 11These 4 Measures Indicate That Samji Electronics (KOSDAQ:037460) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 26Do Its Financials Have Any Role To Play In Driving Samji Electronics Co., Ltd.'s (KOSDAQ:037460) Stock Up Recently?Most readers would already be aware that Samji Electronics' (KOSDAQ:037460) stock increased significantly by 7.2% over...