View ValuationTOVISLtd 将来の成長Future 基準チェック /16 TOVISLtdは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長41.5%収益成長率18.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日15 Mar 2026今後の成長に関する最新情報Major Estimate Revision • Apr 23Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩762.1m to ₩745.9m. EPS estimate rose from ₩3,300 to ₩3,858. Net income forecast to grow 7.4% next year vs 6.9% growth forecast for Electronic industry in South Korea. Consensus price target of ₩27,000 unchanged from last update. Share price was steady at ₩15,730 over the past week.Major Estimate Revision • Aug 08Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,620 to ₩2,991. Revenue forecast steady at ₩652.4m. Net income forecast to grow 134% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩28,000 unchanged from last update. Share price fell 3.1% to ₩19,570 over the past week.すべての更新を表示Recent updatesお知らせ • Mar 07TOVIS Co.,Ltd, Annual General Meeting, Mar 31, 2026TOVIS Co.,Ltd, Annual General Meeting, Mar 31, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 15, harmony-ro 226beon-gil, yeonsu-gu, incheon South Korea分析記事 • Dec 22TOVISLtd (KOSDAQ:051360) Is Paying Out A Larger Dividend Than Last YearTOVIS Co.,Ltd ( KOSDAQ:051360 ) will increase its dividend on the 20th of April to ₩350.00, which is 17% higher than...分析記事 • Nov 09TOVISLtd (KOSDAQ:051360) Will Pay A Dividend Of ₩300.00The board of TOVIS Co.,Ltd ( KOSDAQ:051360 ) has announced that it will pay a dividend on the 20th of April, with...Declared Dividend • Nov 08Dividend of ₩300 announcedDividend of ₩300 is the same as last year. Ex-date: 29th December 2025 Payment date: 20th April 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07TOVIS Co.,Ltd announces Annual dividend, payable on April 20, 2026TOVIS Co.,Ltd announced Annual dividend of KRW 300.0000 per share payable on April 20, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩17,750, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 104% over the past three years.分析記事 • Aug 07TOVIS Co.,Ltd's (KOSDAQ:051360) Prospects Need A Boost To Lift SharesKOSDAQ:A051360 1 Year Share Price vs Fair Value Explore TOVISLtd's Fair Values from the Community and select yours...分析記事 • May 23We Think That There Are Issues Underlying TOVISLtd's (KOSDAQ:051360) EarningsTOVIS Co.,Ltd ( KOSDAQ:051360 ) just reported some strong earnings, and the market reacted accordingly with a healthy...Major Estimate Revision • Apr 23Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩762.1m to ₩745.9m. EPS estimate rose from ₩3,300 to ₩3,858. Net income forecast to grow 7.4% next year vs 6.9% growth forecast for Electronic industry in South Korea. Consensus price target of ₩27,000 unchanged from last update. Share price was steady at ₩15,730 over the past week.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩14,870, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Electronic industry in South Korea. Total returns to shareholders of 53% over the past three years.Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩3,763 (up from ₩757 in FY 2023). Revenue: ₩623.8b (up 39% from FY 2023). Net income: ₩57.7b (up 398% from FY 2023). Profit margin: 9.3% (up from 2.6% in FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26TOVIS Co.,Ltd, Annual General Meeting, Mar 26, 2025TOVIS Co.,Ltd, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 15, harmony-ro 226beon-gil, yeonsu-gu, incheon South Korea分析記事 • Jan 04TOVIS Co.,Ltd's (KOSDAQ:051360) Share Price Boosted 27% But Its Business Prospects Need A Lift TooTOVIS Co.,Ltd ( KOSDAQ:051360 ) shareholders would be excited to see that the share price has had a great month...Upcoming Dividend • Dec 20Upcoming dividend of ₩160 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 17 April 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.0%).分析記事 • Dec 17Here's Why TOVISLtd (KOSDAQ:051360) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Nov 21TOVISLtd's (KOSDAQ:051360) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for TOVIS Co.,Ltd's ( KOSDAQ:051360 ) stock hasn't moved much. Our...New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩17,620, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 115% over the past three years.分析記事 • Aug 12Investors Continue Waiting On Sidelines For TOVIS Co.,Ltd (KOSDAQ:051360)With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Electronic industry in Korea, you could be...Major Estimate Revision • Aug 08Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,620 to ₩2,991. Revenue forecast steady at ₩652.4m. Net income forecast to grow 134% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩28,000 unchanged from last update. Share price fell 3.1% to ₩19,570 over the past week.分析記事 • Jun 07Is TOVISLtd (KOSDAQ:051360) 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...Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩757 (vs ₩323 loss in FY 2022)Full year 2023 results: EPS: ₩757 (up from ₩323 loss in FY 2022). Revenue: ₩447.4b (up 36% from FY 2022). Net income: ₩11.6b (up ₩16.6b from FY 2022). Profit margin: 2.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 01Fewer Investors Than Expected Jumping On TOVIS Co.,Ltd (KOSDAQ:051360)It's not a stretch to say that TOVIS Co.,Ltd's ( KOSDAQ:051360 ) price-to-sales (or "P/S") ratio of 0.6x right now...Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (0.9%).Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩430 (vs ₩46.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩430 (up from ₩46.00 in 3Q 2022). Revenue: ₩127.9b (up 39% from 3Q 2022). Net income: ₩6.59b (up ₩5.88b from 3Q 2022). Profit margin: 5.1% (up from 0.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 24Full year 2022 earnings released: ₩323 loss per share (vs ₩82.00 profit in FY 2021)Full year 2022 results: ₩323 loss per share (down from ₩82.00 profit in FY 2021). Revenue: ₩328.2b (up 25% from FY 2021). Net loss: ₩4.98b (down 495% from profit in FY 2021). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.0%).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. 5 experienced directors. No highly experienced directors. No independent directors (5 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.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. 5 experienced directors. No highly experienced directors. No independent directors (5 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.Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ₩82.00 (up from ₩426 loss in FY 2020). Revenue: ₩263.4b (down 3.4% from FY 2020). Net income: ₩1.26b (up ₩7.66b from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 42%, compared to a 27% growth forecast for the industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.分析記事 • Apr 04Consider This Before Buying TOVIS Co.,Ltd (KOSDAQ:051360) For The 2.9% DividendToday we'll take a closer look at TOVIS Co.,Ltd ( KOSDAQ:051360 ) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Feb 26New 90-day low: ₩7,180The company is down 4.0% from its price of ₩7,450 on 27 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 23% over the same period.分析記事 • Feb 25These 4 Measures Indicate That TOVISLtd (KOSDAQ:051360) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 30TOVISLtd's(KOSDAQ:051360) Share Price Is Down 17% Over The Past Five Years.TOVIS Co.,Ltd ( KOSDAQ:051360 ) shareholders should be happy to see the share price up 23% in the last quarter. But if...Is New 90 Day High Low • Jan 20New 90-day high: ₩8,600The company is up 37% from its price of ₩6,290 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 42% over the same period.分析記事 • Jan 04Should TOVIS Co.,Ltd (KOSDAQ:051360) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at TOVIS Co.,Ltd ( KOSDAQ:051360 ) from a dividend investor's perspective. Owning a...分析記事 • Nov 30Should You Be Impressed By TOVISLtd's (KOSDAQ:051360) Returns on Capital?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Nov 13New 90-day high: ₩7,950The company is up 15% from its price of ₩6,940 on 14 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 28% share price gain to ₩7,950, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 10x. This compares to an average P/E of 23x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 10%.業績と収益の成長予測KOSDAQ:A051360 - 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12/31/2027900,000N/AN/AN/A112/31/2026778,45048,800N/AN/A23/31/2026656,32150,11842,91859,629N/A12/31/2025640,32943,13635,85553,458N/A9/30/2025643,64650,34947,70062,676N/A6/30/2025642,01854,67850,18865,231N/A3/31/2025638,34354,94956,49869,352N/A12/31/2024623,78157,73744,10760,990N/A9/30/2024593,37541,60738,88667,641N/A6/30/2024558,24830,550-8,27132,051N/A3/31/2024498,84421,143-31,34018,991N/A12/31/2023447,39211,603-19,77834,870N/A9/30/2023407,9559,166-49,7509,636N/A6/30/2023372,3793,290-47,60316,627N/A3/31/2023336,356-2,866-53,95616,482N/A12/31/2022328,219-4,985-67,674-5,412N/A9/30/2022304,615-4,768-75,441-15,496N/A6/30/2022284,266207-70,988-26,826N/A3/31/2022269,9013,590-41,341-9,477N/A12/31/2021263,3931,262-34,712-5,813N/A9/30/2021257,261-3,6783,28220,125N/A6/30/2021273,665-8,33616,50343,216N/A3/31/2021263,713-13,212-20,2885,398N/A12/31/2020272,751-6,4016,30231,525N/A9/30/2020317,61968718,52242,624N/A6/30/2020344,7989,4567,88720,516N/A3/31/2020398,82620,18629,46636,459N/A12/31/2019418,88222,057N/A27,759N/A9/30/2019436,96823,327N/A13,351N/A6/30/2019437,94319,758N/A18,171N/A3/31/2019431,48219,459N/A26,284N/A12/31/2018430,17919,635N/A13,114N/A9/30/2018420,22217,072N/A1,250N/A6/30/2018421,40312,297N/A38,006N/A3/31/2018481,51215,388N/A32,053N/A12/31/2017522,71812,925N/A41,298N/A9/30/2017545,33114,501N/A35,805N/A6/30/2017552,01019,287N/A7,516N/A3/31/2017513,04317,870N/A10,093N/A12/31/2016454,45416,277N/A6,438N/A9/30/2016419,63216,645N/A22,188N/A6/30/2016399,52016,037N/A8,080N/A3/31/2016376,34413,609N/A26,114N/A12/31/2015462,83024,443N/A36,885N/A9/30/2015558,54837,273N/A31,172N/A6/30/2015617,41442,008N/A54,536N/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: A051360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: A051360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: A051360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: A051360の収益 ( 18.1% ) KR市場 ( 13.6% ) よりも速いペースで成長すると予測されています。高い収益成長: A051360の収益 ( 18.1% ) 20%よりも低い成長が予測されています。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: A051360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7D1Y7D1Y7D1YTech 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2026/05/08 12:13終値2026/05/08 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TOVIS Co.,Ltd 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Tae Woong EomBookook Securities Co. LtdSamuel MartensCGS InternationalMin-young LeeKorea Investment & Securities Co., Ltd.5 その他のアナリストを表示
Major Estimate Revision • Apr 23Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩762.1m to ₩745.9m. EPS estimate rose from ₩3,300 to ₩3,858. Net income forecast to grow 7.4% next year vs 6.9% growth forecast for Electronic industry in South Korea. Consensus price target of ₩27,000 unchanged from last update. Share price was steady at ₩15,730 over the past week.
Major Estimate Revision • Aug 08Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,620 to ₩2,991. Revenue forecast steady at ₩652.4m. Net income forecast to grow 134% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩28,000 unchanged from last update. Share price fell 3.1% to ₩19,570 over the past week.
お知らせ • Mar 07TOVIS Co.,Ltd, Annual General Meeting, Mar 31, 2026TOVIS Co.,Ltd, Annual General Meeting, Mar 31, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 15, harmony-ro 226beon-gil, yeonsu-gu, incheon South Korea
分析記事 • Dec 22TOVISLtd (KOSDAQ:051360) Is Paying Out A Larger Dividend Than Last YearTOVIS Co.,Ltd ( KOSDAQ:051360 ) will increase its dividend on the 20th of April to ₩350.00, which is 17% higher than...
分析記事 • Nov 09TOVISLtd (KOSDAQ:051360) Will Pay A Dividend Of ₩300.00The board of TOVIS Co.,Ltd ( KOSDAQ:051360 ) has announced that it will pay a dividend on the 20th of April, with...
Declared Dividend • Nov 08Dividend of ₩300 announcedDividend of ₩300 is the same as last year. Ex-date: 29th December 2025 Payment date: 20th April 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07TOVIS Co.,Ltd announces Annual dividend, payable on April 20, 2026TOVIS Co.,Ltd announced Annual dividend of KRW 300.0000 per share payable on April 20, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩17,750, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 104% over the past three years.
分析記事 • Aug 07TOVIS Co.,Ltd's (KOSDAQ:051360) Prospects Need A Boost To Lift SharesKOSDAQ:A051360 1 Year Share Price vs Fair Value Explore TOVISLtd's Fair Values from the Community and select yours...
分析記事 • May 23We Think That There Are Issues Underlying TOVISLtd's (KOSDAQ:051360) EarningsTOVIS Co.,Ltd ( KOSDAQ:051360 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Major Estimate Revision • Apr 23Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩762.1m to ₩745.9m. EPS estimate rose from ₩3,300 to ₩3,858. Net income forecast to grow 7.4% next year vs 6.9% growth forecast for Electronic industry in South Korea. Consensus price target of ₩27,000 unchanged from last update. Share price was steady at ₩15,730 over the past week.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩14,870, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Electronic industry in South Korea. Total returns to shareholders of 53% over the past three years.
Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩3,763 (up from ₩757 in FY 2023). Revenue: ₩623.8b (up 39% from FY 2023). Net income: ₩57.7b (up 398% from FY 2023). Profit margin: 9.3% (up from 2.6% in FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26TOVIS Co.,Ltd, Annual General Meeting, Mar 26, 2025TOVIS Co.,Ltd, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 15, harmony-ro 226beon-gil, yeonsu-gu, incheon South Korea
分析記事 • Jan 04TOVIS Co.,Ltd's (KOSDAQ:051360) Share Price Boosted 27% But Its Business Prospects Need A Lift TooTOVIS Co.,Ltd ( KOSDAQ:051360 ) shareholders would be excited to see that the share price has had a great month...
Upcoming Dividend • Dec 20Upcoming dividend of ₩160 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 17 April 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.0%).
分析記事 • Dec 17Here's Why TOVISLtd (KOSDAQ:051360) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Nov 21TOVISLtd's (KOSDAQ:051360) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for TOVIS Co.,Ltd's ( KOSDAQ:051360 ) stock hasn't moved much. Our...
New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩17,620, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 115% over the past three years.
分析記事 • Aug 12Investors Continue Waiting On Sidelines For TOVIS Co.,Ltd (KOSDAQ:051360)With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Electronic industry in Korea, you could be...
Major Estimate Revision • Aug 08Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,620 to ₩2,991. Revenue forecast steady at ₩652.4m. Net income forecast to grow 134% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩28,000 unchanged from last update. Share price fell 3.1% to ₩19,570 over the past week.
分析記事 • Jun 07Is TOVISLtd (KOSDAQ:051360) 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...
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩757 (vs ₩323 loss in FY 2022)Full year 2023 results: EPS: ₩757 (up from ₩323 loss in FY 2022). Revenue: ₩447.4b (up 36% from FY 2022). Net income: ₩11.6b (up ₩16.6b from FY 2022). Profit margin: 2.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 01Fewer Investors Than Expected Jumping On TOVIS Co.,Ltd (KOSDAQ:051360)It's not a stretch to say that TOVIS Co.,Ltd's ( KOSDAQ:051360 ) price-to-sales (or "P/S") ratio of 0.6x right now...
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (0.9%).
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩430 (vs ₩46.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩430 (up from ₩46.00 in 3Q 2022). Revenue: ₩127.9b (up 39% from 3Q 2022). Net income: ₩6.59b (up ₩5.88b from 3Q 2022). Profit margin: 5.1% (up from 0.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 24Full year 2022 earnings released: ₩323 loss per share (vs ₩82.00 profit in FY 2021)Full year 2022 results: ₩323 loss per share (down from ₩82.00 profit in FY 2021). Revenue: ₩328.2b (up 25% from FY 2021). Net loss: ₩4.98b (down 495% from profit in FY 2021). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.0%).
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. 5 experienced directors. No highly experienced directors. No independent directors (5 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.
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. 5 experienced directors. No highly experienced directors. No independent directors (5 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.
Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ₩82.00 (up from ₩426 loss in FY 2020). Revenue: ₩263.4b (down 3.4% from FY 2020). Net income: ₩1.26b (up ₩7.66b from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 42%, compared to a 27% growth forecast for the industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 04Consider This Before Buying TOVIS Co.,Ltd (KOSDAQ:051360) For The 2.9% DividendToday we'll take a closer look at TOVIS Co.,Ltd ( KOSDAQ:051360 ) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Feb 26New 90-day low: ₩7,180The company is down 4.0% from its price of ₩7,450 on 27 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 23% over the same period.
分析記事 • Feb 25These 4 Measures Indicate That TOVISLtd (KOSDAQ:051360) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jan 30TOVISLtd's(KOSDAQ:051360) Share Price Is Down 17% Over The Past Five Years.TOVIS Co.,Ltd ( KOSDAQ:051360 ) shareholders should be happy to see the share price up 23% in the last quarter. But if...
Is New 90 Day High Low • Jan 20New 90-day high: ₩8,600The company is up 37% from its price of ₩6,290 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 42% over the same period.
分析記事 • Jan 04Should TOVIS Co.,Ltd (KOSDAQ:051360) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at TOVIS Co.,Ltd ( KOSDAQ:051360 ) from a dividend investor's perspective. Owning a...
分析記事 • Nov 30Should You Be Impressed By TOVISLtd's (KOSDAQ:051360) Returns on Capital?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Nov 13New 90-day high: ₩7,950The company is up 15% from its price of ₩6,940 on 14 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 28% share price gain to ₩7,950, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 10x. This compares to an average P/E of 23x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 10%.