View Past PerformancePartron バランスシートの健全性財務の健全性 基準チェック /66Partronの総株主資本は₩564.4B 、総負債は₩87.4Bで、負債比率は15.5%となります。総資産と総負債はそれぞれ₩841.2Bと₩276.8Bです。 Partronの EBIT は₩50.3Bで、利息カバレッジ比率-44.6です。現金および短期投資は₩95.2Bです。主要情報15.49%負債資本比率₩87.45b負債インタレスト・カバレッジ・レシオ-44.6x現金₩95.20bエクイティ₩564.39b負債合計₩276.84b総資産₩841.22b財務の健全性に関する最新情報分析記事 • Apr 18Does Partron (KOSDAQ:091700) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 07Is Partron (KOSDAQ:091700) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...すべての更新を表示Recent updatesReported Earnings • Mar 17Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩674 (down from ₩1,030 in FY 2024). Revenue: ₩1.35t (down 9.2% from FY 2024). Net income: ₩33.7b (down 37% from FY 2024). Profit margin: 2.5% (down from 3.6% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.お知らせ • Mar 04Partron Co., Ltd., Annual General Meeting, Mar 19, 2026Partron Co., Ltd., Annual General Meeting, Mar 19, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 22, samsung 1-ro 2-gil, gyeonggi-do, hwaseong South Korea分析記事 • Nov 27Weak Statutory Earnings May Not Tell The Whole Story For Partron (KOSDAQ:091700)Partron Co., Ltd.'s ( KOSDAQ:091700 ) recent weak earnings report didn't cause a big stock movement. We think that...分析記事 • May 25We Think That There Are Issues Underlying Partron's (KOSDAQ:091700) EarningsDespite posting some strong earnings, the market for Partron Co., Ltd.'s ( KOSDAQ:091700 ) stock hasn't moved much. We...Major Estimate Revision • Apr 24Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.44b to ₩1.40b. EPS estimate also fell from ₩801 per share to ₩670 per share. Net income forecast to shrink 28% next year vs 7.9% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩10,500 to ₩9,675. Share price was steady at ₩6,990 over the past week.Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩1,030 (up from ₩539 in FY 2023). Revenue: ₩1.49t (up 27% from FY 2023). Net income: ₩53.4b (up 85% from FY 2023). Profit margin: 3.6% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 1.2% 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 fallen by 18% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Feb 28Partron Co., Ltd., Annual General Meeting, Mar 19, 2025Partron Co., Ltd., Annual General Meeting, Mar 19, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 22, samsung 1-ro 2-gil, gyeonggi-do, hwaseong South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 08 April 2025. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).Major Estimate Revision • Aug 10Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩864 to ₩776 per share. Revenue forecast steady at ₩1.48b. Net income forecast to grow 66% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target of ₩10,500 unchanged from last update. Share price fell 3.6% to ₩7,330 over the past week.Major Estimate Revision • Aug 02Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.40b to ₩1.49b. EPS estimate increased from ₩730 to ₩864 per share. Net income forecast to grow 81% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩10,500 unchanged from last update. Share price was steady at ₩7,560 over the past week.Major Estimate Revision • May 02Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.35b to ₩1.39b. EPS estimate increased from ₩640 to ₩711 per share. Net income forecast to grow 46% next year vs 32% growth forecast for Electronic industry in South Korea. Consensus price target of ₩11,060 unchanged from last update. Share price rose 2.3% to ₩8,030 over the past week.Reported Earnings • Mar 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₩539 (down from ₩700 in FY 2022). Revenue: ₩1.17t (down 4.1% from FY 2022). Net income: ₩28.8b (down 25% from FY 2022). Profit margin: 2.5% (down from 3.2% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 10% 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 fallen by 9% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Mar 05Partron Co., Ltd., Annual General Meeting, Mar 20, 2024Partron Co., Ltd., Annual General Meeting, Mar 20, 2024, at 10:00 Korea Standard Time. Location: Samsung 1-ro 2-gil 22, Gyeonggi-do Hwaseong-si South Korea Agenda: To consider the 21st non-consolidated and consolidated financial statements; to consider the establishment of operating regulations for general shareholders’ meeting; to consider the appointment of auditor (appointment of standing auditor Lee Seok-jae); to consider the approval of the directors’s remuneration limit; and to consider the approval of the auditors’s remuneration limit.Buy Or Sell Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to ₩8,040. The fair value is estimated to be ₩10,051, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.0%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.Buying Opportunity • Jan 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be ₩10,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.0%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 72% in the next 2 years.Upcoming Dividend • Dec 20Upcoming dividend of ₩300 per share at 3.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 04 April 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).New Risk • Aug 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.3% net profit margin).Major Estimate Revision • Aug 02Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.29b to ₩1.15b. EPS estimate unchanged from ₩886 per share at last update. Electronic industry in South Korea expected to see average net income growth of 23% next year. Consensus price target down from ₩10,950 to ₩10,617. Share price was steady at ₩7,930 over the past week.Reported Earnings • Mar 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩700 (down from ₩1,309 in FY 2021). Revenue: ₩1.22t (down 6.9% from FY 2021). Net income: ₩38.5b (down 47% from FY 2021). Profit margin: 3.2% (down from 5.5% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 11% 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, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).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. 6 experienced directors. No highly experienced directors. 1 independent director (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: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩1.25b to ₩1.23b. EPS estimate rose from ₩636 to ₩766. Net income forecast to shrink 22% next year vs 28% growth forecast for Electronic industry in South Korea . Consensus price target broadly unchanged at ₩11,429. Share price rose 5.0% to ₩8,430 over the past week.Price Target Changed • Sep 13Price target decreased to ₩11,671Down from ₩13,457, the current price target is an average from 7 analysts. New target price is 37% above last closing price of ₩8,490. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₩633 for next year compared to ₩1,309 last year.Major Estimate Revision • Aug 06Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.35b to ₩1.25b. EPS estimate also fell from ₩868 per share to ₩656 per share. Net income forecast to shrink 35% next year vs 47% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩13,457 to ₩12,743. Share price was steady at ₩8,780 over the past week.Price Target Changed • Aug 02Price target decreased to ₩13,386Down from ₩14,429, the current price target is an average from 7 analysts. New target price is 60% above last closing price of ₩8,370. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₩868 for next year compared to ₩1,309 last year.Price Target Changed • Jun 23Price target decreased to ₩13,714Down from ₩14,929, the current price target is an average from 7 analysts. New target price is 62% above last closing price of ₩8,490. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩926 for next year compared to ₩1,309 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. 6 experienced directors. No highly experienced directors. 1 independent director (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: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Jan 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩1,101 to ₩1,237. Revenue forecast steady at ₩1.31b. Net income forecast to grow 6.6% next year vs 66% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩13,178 to ₩14,013. Share price fell 5.0% to ₩12,300 over the past week.Upcoming Dividend • Dec 22Upcoming dividend of ₩350 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 07 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.8%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).Major Estimate Revision • Aug 05Consensus EPS estimates fall to ₩866The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩1.30b to ₩1.27b. EPS estimate also fell from ₩969 to ₩866. Net income forecast to grow 74% next year vs 104% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩13,555. Share price was steady at ₩10,550 over the past week.分析記事 • May 06Is Partron Co., Ltd.'s (KOSDAQ:091700) 3.4% Dividend Sustainable?Could Partron Co., Ltd. ( KOSDAQ:091700 ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Apr 18Does Partron (KOSDAQ:091700) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₩431 (vs ₩1,186 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩1.18t (down 6.0% from FY 2019). Net income: ₩21.9b (down 64% from FY 2019). Profit margin: 1.9% (down from 4.9% in FY 2019). The decrease in margin was driven by lower 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 9% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 09Does Partron's (KOSDAQ:091700) Returns On Capital Reflect Well On The Business?What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...分析記事 • Feb 22Partron Co., Ltd.'s (KOSDAQ:091700) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Partron's (KOSDAQ:091700) stock is up by a considerable 17% over the past three months. Given that stock prices are...Is New 90 Day High Low • Feb 17New 90-day high: ₩12,100The company is up 20% from its price of ₩10,050 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩15,031 per share.分析記事 • Feb 07Is There An Opportunity With Partron Co., Ltd.'s (KOSDAQ:091700) 22% Undervaluation?In this article we are going to estimate the intrinsic value of Partron Co., Ltd. ( KOSDAQ:091700 ) by taking the...分析記事 • Jan 22Is Partron Co., Ltd. (KOSDAQ:091700) An Attractive Dividend Stock?Is Partron Co., Ltd. ( KOSDAQ:091700 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Jan 13New 90-day high: ₩11,450The company is up 15% from its price of ₩9,950 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩15,138 per share.分析記事 • Jan 07Is Partron (KOSDAQ:091700) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 28New 90-day high: ₩11,050The company is up 9.0% from its price of ₩10,150 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩14,699 per share.分析記事 • Dec 23What You Need To Know About Partron Co., Ltd.'s (KOSDAQ:091700) Investor CompositionThe big shareholder groups in Partron Co., Ltd. ( KOSDAQ:091700 ) have power over the company. Institutions often own...Upcoming Dividend • Dec 22Upcoming Dividend of ₩250 Per ShareWill be paid on the 7th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.5% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (0.5%).分析記事 • Dec 08Partron's (KOSDAQ:091700) Stock Price Has Reduced 24% In The Past YearInvestors can approximate the average market return by buying an index fund. While individual stocks can be big...分析記事 • Nov 23Is Weakness In Partron Co., Ltd. (KOSDAQ:091700) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?It is hard to get excited after looking at Partron's (KOSDAQ:091700) recent performance, when its stock has declined...財務状況分析短期負債: A091700の 短期資産 ( ₩484.4B ) が 短期負債 ( ₩269.2B ) を超えています。長期負債: A091700の短期資産 ( ₩484.4B ) が 長期負債 ( ₩7.7B ) 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: A091700総負債よりも多くの現金を保有しています。負債の削減: A091700の負債対資本比率は、過去 5 年間で24.3%から15.5%に減少しました。債務返済能力: A091700の負債は 営業キャッシュフロー によって 十分にカバー されています ( 43.9% )。インタレストカバレッジ: A091700支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。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2026/06/12 04:56終値2026/06/12 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Partron Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関James McCaffertyCGS InternationalHyonseok KimCLSAKangho ParkDaishin Securities Co. Ltd.16 その他のアナリストを表示
分析記事 • Apr 18Does Partron (KOSDAQ:091700) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 07Is Partron (KOSDAQ:091700) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 17Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩674 (down from ₩1,030 in FY 2024). Revenue: ₩1.35t (down 9.2% from FY 2024). Net income: ₩33.7b (down 37% from FY 2024). Profit margin: 2.5% (down from 3.6% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Mar 04Partron Co., Ltd., Annual General Meeting, Mar 19, 2026Partron Co., Ltd., Annual General Meeting, Mar 19, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 22, samsung 1-ro 2-gil, gyeonggi-do, hwaseong South Korea
分析記事 • Nov 27Weak Statutory Earnings May Not Tell The Whole Story For Partron (KOSDAQ:091700)Partron Co., Ltd.'s ( KOSDAQ:091700 ) recent weak earnings report didn't cause a big stock movement. We think that...
分析記事 • May 25We Think That There Are Issues Underlying Partron's (KOSDAQ:091700) EarningsDespite posting some strong earnings, the market for Partron Co., Ltd.'s ( KOSDAQ:091700 ) stock hasn't moved much. We...
Major Estimate Revision • Apr 24Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.44b to ₩1.40b. EPS estimate also fell from ₩801 per share to ₩670 per share. Net income forecast to shrink 28% next year vs 7.9% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩10,500 to ₩9,675. Share price was steady at ₩6,990 over the past week.
Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩1,030 (up from ₩539 in FY 2023). Revenue: ₩1.49t (up 27% from FY 2023). Net income: ₩53.4b (up 85% from FY 2023). Profit margin: 3.6% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 1.2% 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 fallen by 18% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 28Partron Co., Ltd., Annual General Meeting, Mar 19, 2025Partron Co., Ltd., Annual General Meeting, Mar 19, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 22, samsung 1-ro 2-gil, gyeonggi-do, hwaseong South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 08 April 2025. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).
Major Estimate Revision • Aug 10Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩864 to ₩776 per share. Revenue forecast steady at ₩1.48b. Net income forecast to grow 66% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target of ₩10,500 unchanged from last update. Share price fell 3.6% to ₩7,330 over the past week.
Major Estimate Revision • Aug 02Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.40b to ₩1.49b. EPS estimate increased from ₩730 to ₩864 per share. Net income forecast to grow 81% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩10,500 unchanged from last update. Share price was steady at ₩7,560 over the past week.
Major Estimate Revision • May 02Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.35b to ₩1.39b. EPS estimate increased from ₩640 to ₩711 per share. Net income forecast to grow 46% next year vs 32% growth forecast for Electronic industry in South Korea. Consensus price target of ₩11,060 unchanged from last update. Share price rose 2.3% to ₩8,030 over the past week.
Reported Earnings • Mar 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₩539 (down from ₩700 in FY 2022). Revenue: ₩1.17t (down 4.1% from FY 2022). Net income: ₩28.8b (down 25% from FY 2022). Profit margin: 2.5% (down from 3.2% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 10% 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 fallen by 9% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Mar 05Partron Co., Ltd., Annual General Meeting, Mar 20, 2024Partron Co., Ltd., Annual General Meeting, Mar 20, 2024, at 10:00 Korea Standard Time. Location: Samsung 1-ro 2-gil 22, Gyeonggi-do Hwaseong-si South Korea Agenda: To consider the 21st non-consolidated and consolidated financial statements; to consider the establishment of operating regulations for general shareholders’ meeting; to consider the appointment of auditor (appointment of standing auditor Lee Seok-jae); to consider the approval of the directors’s remuneration limit; and to consider the approval of the auditors’s remuneration limit.
Buy Or Sell Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to ₩8,040. The fair value is estimated to be ₩10,051, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.0%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
Buying Opportunity • Jan 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be ₩10,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.0%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 72% in the next 2 years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩300 per share at 3.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 04 April 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
New Risk • Aug 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.3% net profit margin).
Major Estimate Revision • Aug 02Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.29b to ₩1.15b. EPS estimate unchanged from ₩886 per share at last update. Electronic industry in South Korea expected to see average net income growth of 23% next year. Consensus price target down from ₩10,950 to ₩10,617. Share price was steady at ₩7,930 over the past week.
Reported Earnings • Mar 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩700 (down from ₩1,309 in FY 2021). Revenue: ₩1.22t (down 6.9% from FY 2021). Net income: ₩38.5b (down 47% from FY 2021). Profit margin: 3.2% (down from 5.5% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 11% 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, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).
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. 6 experienced directors. No highly experienced directors. 1 independent director (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: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩1.25b to ₩1.23b. EPS estimate rose from ₩636 to ₩766. Net income forecast to shrink 22% next year vs 28% growth forecast for Electronic industry in South Korea . Consensus price target broadly unchanged at ₩11,429. Share price rose 5.0% to ₩8,430 over the past week.
Price Target Changed • Sep 13Price target decreased to ₩11,671Down from ₩13,457, the current price target is an average from 7 analysts. New target price is 37% above last closing price of ₩8,490. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₩633 for next year compared to ₩1,309 last year.
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.35b to ₩1.25b. EPS estimate also fell from ₩868 per share to ₩656 per share. Net income forecast to shrink 35% next year vs 47% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩13,457 to ₩12,743. Share price was steady at ₩8,780 over the past week.
Price Target Changed • Aug 02Price target decreased to ₩13,386Down from ₩14,429, the current price target is an average from 7 analysts. New target price is 60% above last closing price of ₩8,370. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₩868 for next year compared to ₩1,309 last year.
Price Target Changed • Jun 23Price target decreased to ₩13,714Down from ₩14,929, the current price target is an average from 7 analysts. New target price is 62% above last closing price of ₩8,490. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩926 for next year compared to ₩1,309 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. 6 experienced directors. No highly experienced directors. 1 independent director (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: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Jan 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩1,101 to ₩1,237. Revenue forecast steady at ₩1.31b. Net income forecast to grow 6.6% next year vs 66% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩13,178 to ₩14,013. Share price fell 5.0% to ₩12,300 over the past week.
Upcoming Dividend • Dec 22Upcoming dividend of ₩350 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 07 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.8%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).
Major Estimate Revision • Aug 05Consensus EPS estimates fall to ₩866The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩1.30b to ₩1.27b. EPS estimate also fell from ₩969 to ₩866. Net income forecast to grow 74% next year vs 104% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩13,555. Share price was steady at ₩10,550 over the past week.
分析記事 • May 06Is Partron Co., Ltd.'s (KOSDAQ:091700) 3.4% Dividend Sustainable?Could Partron Co., Ltd. ( KOSDAQ:091700 ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Apr 18Does Partron (KOSDAQ:091700) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₩431 (vs ₩1,186 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩1.18t (down 6.0% from FY 2019). Net income: ₩21.9b (down 64% from FY 2019). Profit margin: 1.9% (down from 4.9% in FY 2019). The decrease in margin was driven by lower 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 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 09Does Partron's (KOSDAQ:091700) Returns On Capital Reflect Well On The Business?What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...
分析記事 • Feb 22Partron Co., Ltd.'s (KOSDAQ:091700) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Partron's (KOSDAQ:091700) stock is up by a considerable 17% over the past three months. Given that stock prices are...
Is New 90 Day High Low • Feb 17New 90-day high: ₩12,100The company is up 20% from its price of ₩10,050 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩15,031 per share.
分析記事 • Feb 07Is There An Opportunity With Partron Co., Ltd.'s (KOSDAQ:091700) 22% Undervaluation?In this article we are going to estimate the intrinsic value of Partron Co., Ltd. ( KOSDAQ:091700 ) by taking the...
分析記事 • Jan 22Is Partron Co., Ltd. (KOSDAQ:091700) An Attractive Dividend Stock?Is Partron Co., Ltd. ( KOSDAQ:091700 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Jan 13New 90-day high: ₩11,450The company is up 15% from its price of ₩9,950 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩15,138 per share.
分析記事 • Jan 07Is Partron (KOSDAQ:091700) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 28New 90-day high: ₩11,050The company is up 9.0% from its price of ₩10,150 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩14,699 per share.
分析記事 • Dec 23What You Need To Know About Partron Co., Ltd.'s (KOSDAQ:091700) Investor CompositionThe big shareholder groups in Partron Co., Ltd. ( KOSDAQ:091700 ) have power over the company. Institutions often own...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩250 Per ShareWill be paid on the 7th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.5% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (0.5%).
分析記事 • Dec 08Partron's (KOSDAQ:091700) Stock Price Has Reduced 24% In The Past YearInvestors can approximate the average market return by buying an index fund. While individual stocks can be big...
分析記事 • Nov 23Is Weakness In Partron Co., Ltd. (KOSDAQ:091700) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?It is hard to get excited after looking at Partron's (KOSDAQ:091700) recent performance, when its stock has declined...