View Future GrowthChips&Media 過去の業績過去 基準チェック /06Chips&Mediaの収益は年間平均-12%の割合で減少していますが、 Communications業界の収益は年間 減少しています。収益は年間5.1% 10.5%割合で 増加しています。 Chips&Mediaの自己資本利益率は7%であり、純利益率は20.8%です。主要情報-12.01%収益成長率-13.71%EPS成長率Communications 業界の成長16.35%収益成長率10.49%株主資本利益率7.01%ネット・マージン20.80%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Apr 25Chips&Media, Inc. to Report Q1, 2026 Results on Apr 28, 2026Chips&Media, Inc. announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩291 (down from ₩487 in FY 2024). Revenue: ₩28.5b (up 5.1% from FY 2024). Net income: ₩5.92b (down 41% from FY 2024). Profit margin: 21% (down from 37% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 35% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.分析記事 • Nov 26Chips&Media (KOSDAQ:094360) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Chips&Media, Inc.'s ( KOSDAQ:094360 ) earnings, despite the strong profit numbers. We...分析記事 • Mar 19Chips&Media's (KOSDAQ:094360) Solid Earnings May Rest On Weak FoundationsChips&Media, Inc. ( KOSDAQ:094360 ) just released a solid earnings report, and the stock displayed some strength...Reported Earnings • Mar 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩487 (up from ₩1,412 loss in FY 2023). Revenue: ₩27.1b (down 1.8% from FY 2023). Net income: ₩10.0b (up ₩36.7b from FY 2023). Profit margin: 37% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 42%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Communications 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 94 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩82.00 (vs ₩175 in 3Q 2023)Third quarter 2024 results: EPS: ₩82.00 (down from ₩175 in 3Q 2023). Revenue: ₩7.03b (up 1.1% from 3Q 2023). Net income: ₩1.68b (down 48% from 3Q 2023). Profit margin: 24% (down from 47% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Communications 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 110 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesお知らせ • Apr 25Chips&Media, Inc. to Report Q1, 2026 Results on Apr 28, 2026Chips&Media, Inc. announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩291 (down from ₩487 in FY 2024). Revenue: ₩28.5b (up 5.1% from FY 2024). Net income: ₩5.92b (down 41% from FY 2024). Profit margin: 21% (down from 37% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 35% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.New Risk • Mar 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (21% net profit margin).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩14,550, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 38x in the Communications industry in South Korea. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,612 per share.お知らせ • Feb 24Chips&Media, Inc., Annual General Meeting, Mar 24, 2026Chips&Media, Inc., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 509, teheran-ro, gangnam-gu, seoul South Koreaお知らせ • Jan 05Chips&Media, Inc. and Visionary.ai Unveil the AI-Based Full Image Signal Processor, Redefining the Future of Image QualityChips&Media, Inc. and Visionary.ai announced the launch of the world's first AI-based full Image Signal Processor (ISP). The new ISP offers a software-defined imaging pipeline that supercharges video quality in real time. The new AI ISP replaces traditional hardware-based pipelines with intelligent neural networks, marking a paradigm shift for the imaging industry. It will be showcased publicly for the first time at CES 2026. Software-Defined Imaging: For decades, ISPs have been rigid, fixed-function hardware chips, limited in their image quality performance, and unable to adapt after production. The Visionary.ai-Chips&Media collaboration transforms this model completely, introducing an AI software-based full ISP pipeline that produces exceptional video quality. Moreover, the software can be tuned, optimized, and updated over the air. This breakthrough builds upon Visionary.ai's widely acclaimed AI denoiser, extending it into a full imaging pipeline that leverages both companies' deep expertise in AI, computer vision, and hardware acceleration. The AI ISP delivers a generational leap in performance and efficiency: Superior video quality across all lighting and motion conditions, in real-time, with reduced blur and noise, increased sharpness and color accuracy. Improved object detection, enhancing computer vision accuracy downstream. Results in low light show over 75% increase in detection, and 91% reduction in false positives. Full software flexibility, allowing instant tuning and over-the-air updates. Efficient NPU utilization, achieving high-precision, real-time imaging on devices with low power consumption and competitive area efficiency. Competitive Power and Area Efficiency: The AI ISP will debut at CES 2026, where attendees can experience live demonstrations at Booth 61701, Venetian Expo, Eureka Park, Hall G. The technology will be available for OEM evaluation shortly thereafter.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 20 April 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.1%).お知らせ • Dec 09Chips&Media, Inc. announced that it expects to receive KRW 10 billion in fundingChips&Media, Inc. announced a private placement to issue Zero Coupon Series 3 Unregistered Non-Interest Unsecured Private Convertible Bonds due December 17, 2030 for gross proceeds of KRW 10,000,000,000 on December 8, 2025. The transaction will include participation from new investors Apex Newmain New Technology Fund No. 1 The transaction has been approved by shareholders, expected to close on December 17, 2025, bears zero coupon rate, zero maturity rate, matures on December 17, 2030, restricted to a hold period, 100% convertible into 511,744 shares at a fixed conversion price of KRW 19,541 from December 24, 2025 to November 17, 2030.分析記事 • Dec 07What Chips&Media, Inc.'s (KOSDAQ:094360) 25% Share Price Gain Is Not Telling YouChips&Media, Inc. ( KOSDAQ:094360 ) shareholders have had their patience rewarded with a 25% share price jump in the...New Risk • Dec 05New 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 8.4% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₩19,380, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 28x in the Communications industry in Asia. Total returns to shareholders of 147% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩7,899 per share.分析記事 • Nov 26Chips&Media (KOSDAQ:094360) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Chips&Media, Inc.'s ( KOSDAQ:094360 ) earnings, despite the strong profit numbers. We...分析記事 • Nov 19Is Chips&Media, Inc. (KOSDAQ:094360) Potentially Undervalued?Chips&Media, Inc. ( KOSDAQ:094360 ), might not be a large cap stock, but it saw significant share price movement during...Declared Dividend • Nov 08Dividend of ₩100.00 announcedShareholders will receive a dividend of ₩100.00. Ex-date: 29th December 2025 Payment date: 20th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 24% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Chips&Media, Inc. announces Annual dividend, payable on April 20, 2026Chips&Media, Inc. announced Annual dividend of KRW 100.0000 per share payable on April 20, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.Price Target Changed • Oct 23Price target decreased by 9.0% to ₩22,300Down from ₩24,500, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₩16,260. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₩426 for next year compared to ₩487 last year.Buy Or Sell Opportunity • Sep 09Now 21% overvaluedOver the last 90 days, the stock has fallen 8.0% to ₩16,030. The fair value is estimated to be ₩13,264, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.分析記事 • Aug 04Calculating The Fair Value Of Chips&Media, Inc. (KOSDAQ:094360)Key Insights Chips&Media's estimated fair value is ₩14,128 based on 2 Stage Free Cash Flow to Equity With ₩16,150 share...分析記事 • Jul 07There Are Reasons To Feel Uneasy About Chips&Media's (KOSDAQ:094360) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩13,780, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Communications industry in Asia. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,713 per share.Buy Or Sell Opportunity • Apr 07Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₩14,080. The fair value is estimated to be ₩18,817, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.分析記事 • Mar 19Chips&Media's (KOSDAQ:094360) Solid Earnings May Rest On Weak FoundationsChips&Media, Inc. ( KOSDAQ:094360 ) just released a solid earnings report, and the stock displayed some strength...Reported Earnings • Mar 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩487 (up from ₩1,412 loss in FY 2023). Revenue: ₩27.1b (down 1.8% from FY 2023). Net income: ₩10.0b (up ₩36.7b from FY 2023). Profit margin: 37% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 42%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Communications 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 94 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Mar 04Now 20% undervaluedOver the last 90 days, the stock has risen 36% to ₩17,520. The fair value is estimated to be ₩22,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 19Chips&Media, Inc., Annual General Meeting, Mar 20, 2025Chips&Media, Inc., Annual General Meeting, Mar 20, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 509, teheran-ro, gangnam-gu, seoul South KoreaPrice Target Changed • Feb 12Price target increased by 18% to ₩29,000Up from ₩24,500, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₩21,200. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩334 next year compared to a net loss per share of ₩1,412 last year.分析記事 • Feb 11Estimating The Fair Value Of Chips&Media, Inc. (KOSDAQ:094360)Key Insights Chips&Media's estimated fair value is ₩22,554 based on 2 Stage Free Cash Flow to Equity Current share...New Risk • Jan 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 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Shareholders have been diluted in the past year (4.6% increase in shares outstanding).分析記事 • Jan 03What Chips&Media, Inc.'s (KOSDAQ:094360) 28% Share Price Gain Is Not Telling YouChips&Media, Inc. ( KOSDAQ:094360 ) shares have had a really impressive month, gaining 28% after a shaky period...Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩82.00 (vs ₩175 in 3Q 2023)Third quarter 2024 results: EPS: ₩82.00 (down from ₩175 in 3Q 2023). Revenue: ₩7.03b (up 1.1% from 3Q 2023). Net income: ₩1.68b (down 48% from 3Q 2023). Profit margin: 24% (down from 47% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Communications 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 110 percentage points per year, which is a significant difference in performance.分析記事 • Nov 14Chips&Media, Inc.'s (KOSDAQ:094360) Shareholders Might Be Looking For ExitWhen you see that almost half of the companies in the Communications industry in Korea have price-to-sales ratios (or...お知らせ • Oct 22Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 4,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) announces a share repurchase program. Under the program, the company will repurchase up to KRW 4,000 million worth of its shares pursuant to a trust agreement with Korea Investment & Securities Co. Ltd. The purpose behind the program is to stabilize the stock price and to enhance shareholder value. The program will continue until April 23, 2025. As of October 21, 2024, the company had 464,197 common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.分析記事 • Sep 26Chips&Media (KOSDAQ:094360) Has Some Way To Go To Become A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...お知らせ • Aug 28Chips&Media, Inc. (KOSDAQ:A094360) agreed to acquire an unknown minority stake in Dongsim Science & Technology (Suzhou) Co., Ltd. for CNY 36 million.Chips&Media, Inc. (KOSDAQ:A094360) agreed to acquire an unknown minority stake in Dongsim Science & Technology (Suzhou) Co., Ltd. for CNY 36 million on August 26, 2024. A cash consideration of CNY 36 million will be paid by Chips&Media, Inc. The expected completion of the transaction is September 30, 2024.Buy Or Sell Opportunity • Aug 16Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to ₩16,330. The fair value is estimated to be ₩13,451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Aug 13Chips&Media, Inc. (KOSDAQ:094360) Shares May Have Slumped 28% But Getting In Cheap Is Still UnlikelyChips&Media, Inc. ( KOSDAQ:094360 ) shareholders that were waiting for something to happen have been dealt a blow with...お知らせ • Jul 30Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 trust agreement with Korea Investment & Securities Co. Ltd. The purpose behind the program is to stabilize the stock price and to enhance shareholder value. The program will continue until January 31, 2025. As of July 29, 2024, the company had 276,874common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.分析記事 • Jul 22Are Chips&Media, Inc. (KOSDAQ:094360) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Chips&Media is ₩14,444 based on 2 Stage Free Cash Flow to Equity Chips&Media...分析記事 • May 29When Should You Buy Chips&Media, Inc. (KOSDAQ:094360)?Chips&Media, Inc. ( KOSDAQ:094360 ), is not the largest company out there, but it saw a significant share price rise of...Buy Or Sell Opportunity • May 28Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to ₩25,050. The fair value is estimated to be ₩20,610, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 23Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 trust agreement with KOREA INVESTMENT & SECURITIES CO. LTD. The purpose behind the program is to stabilize the stock price and to improve shareholder value. The program will continue until November 23, 2024. As of May 21, 2024, the company had 140,982 common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.分析記事 • May 10Chips&Media, Inc.'s (KOSDAQ:094360) Business Is Trailing The Industry But Its Shares Aren'tChips&Media, Inc.'s ( KOSDAQ:094360 ) price-to-sales (or "P/S") ratio of 14.7x may look like a poor investment...お知らせ • Apr 26Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 trust agreement with KOREA INVESTMENT & SECURITIES CO. LTD. The purpose behind the program is to stabilize the stock price and to improve shareholder value. The program will continue until October 25, 2024. As of April 23, 2024, the company had 0 common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.Reported Earnings • Mar 15Full year 2023 earnings released: ₩1,412 loss per share (vs ₩521 profit in FY 2022)Full year 2023 results: ₩1,412 loss per share (down from ₩521 profit in FY 2022). Revenue: ₩27.6b (up 15% from FY 2022). Net loss: ₩26.7b (down 368% from profit in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.分析記事 • Mar 14Returns At Chips&Media (KOSDAQ:094360) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Upcoming Dividend • Dec 20Upcoming dividend of ₩98.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.3%).Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩350 (vs ₩175 in 3Q 2022)Third quarter 2023 results: EPS: ₩350 (up from ₩175 in 3Q 2022). Revenue: ₩6.95b (up 20% from 3Q 2022). Net income: ₩3.24b (up 92% from 3Q 2022). Profit margin: 47% (up from 29% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buying Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock is up 70%. The fair value is estimated to be ₩47,764, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 44% in 2 years. Earnings is forecast to grow by 70% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩43,350, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Communications industry in Asia. Total returns to shareholders of 383% over the past three years.New Risk • Jul 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (29% accrual ratio).Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 61%. The fair value is estimated to be ₩47,737, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 44% in 2 years. Earnings is forecast to grow by 70% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩38,400, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Communications industry in Asia. Total returns to shareholders of 357% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩33,900, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Communications industry in Asia. Total returns to shareholders of 315% over the past three years.Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩245 (vs ₩105 in 1Q 2022)First quarter 2023 results: EPS: ₩245 (up from ₩105 in 1Q 2022). Revenue: ₩6.49b (up 28% from 1Q 2022). Net income: ₩2.29b (up 126% from 1Q 2022). Profit margin: 35% (up from 20% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩26,350, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 171% over the past three years.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩22,350, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Communications industry in South Korea. Total returns to shareholders of 233% over the past three years.Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩1,041 (vs ₩650 in FY 2021)Full year 2022 results: EPS: ₩1,041 (up from ₩650 in FY 2021). Revenue: ₩24.1b (up 21% from FY 2021). Net income: ₩9.96b (up 59% from FY 2021). Profit margin: 41% (up from 31% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩18,300, the stock trades at a trailing P/E ratio of 21.6x. Average forward P/E is 12x in the Communications industry in South Korea. Total returns to shareholders of 131% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩163 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.2%).お知らせ • Dec 06Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 2,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 Korea Investment & Securities Co., Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The program will expire on June 5, 2023. As of December 4, 2022, the company had 166,640 shares in treasury within scope available for dividend and had 1,874 shares in treasury through other acquisitions.Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: ₩175 (vs ₩194 in 3Q 2021)Third quarter 2022 results: EPS: ₩175 (down from ₩194 in 3Q 2021). Revenue: ₩5.77b (up 11% from 3Q 2021). Net income: ₩1.68b (down 10.0% from 3Q 2021). Profit margin: 29% (down from 36% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.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. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 07Chips&Media, Inc. announced that it expects to receive KRW 9.999988602 billion in funding from Ki Semiconductor Investment Co., Ltd.Chips&Media, Inc. announced a private placement through a third party allocation method of 771,247 convertible preferred stock with voting rights at an issue price of KRW 12,966 for gross proceeds of KRW 9,999,988,602 on October 5, 2022. The transaction will include participation from returning investor, Ki Semiconductor Investment Co., Ltd. The transaction has been approved by the board of directors of the company. The transaction is expected to close on November 30, 2022.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩14,250, the stock trades at a trailing P/E ratio of 16.9x. Average forward P/E is 17x in the Communications industry in South Korea. Total returns to shareholders of 104% over the past three years.お知らせ • Jul 06Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 Korea Investment & Securities Co., Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The program will expire on January 3, 2023. As of July 3, 2022, the company had no shares in treasury within scope available for allotment and had 1,874 shares in treasury through other acquisitions.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩15,700, the stock trades at a trailing P/E ratio of 22.9x. Average forward P/E is 20x in the Communications industry in South Korea. Total returns to shareholders of 67% 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. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 04Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩650 (up from ₩200 in FY 2020). Revenue: ₩20.0b (up 30% from FY 2020). Net income: ₩6.27b (up 225% from FY 2020). Profit margin: 31% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 16%, compared to a 56% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩24,200, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 30x in the Communications industry in South Korea. Total returns to shareholders of 403% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.8%).Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩19,650, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Communications industry in South Korea. Total returns to shareholders of 312% over the past three years.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩15,800, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Communications industry in South Korea. Total returns to shareholders of 244% over the past three years.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩12,300, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Communications industry in South Korea. Total returns to shareholders of 153% over the past three years.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩17,000, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 26x in the Communications industry in South Korea. Total returns to shareholders of 195% over the past three years.分析記事 • May 06Chips&Media (KOSDAQ:094360) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Mar 28Should You Investigate Chips&Media, Inc. (KOSDAQ:094360) At ₩15,700?While Chips&Media, Inc. ( KOSDAQ:094360 ) might not be the most widely known stock at the moment, it received a lot of...Reported Earnings • Mar 13Full year 2020 earnings released: EPS ₩200 (vs ₩469 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩15.4b (down 4.6% from FY 2019). Net income: ₩1.93b (down 57% from FY 2019). Profit margin: 13% (down from 28% in FY 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 10Announcing: Chips&Media (KOSDAQ:094360) Stock Increased An Energizing 175% In The Last Five YearsWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...分析記事 • Feb 20Is Chips&Media, Inc.'s (KOSDAQ:094360) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Chips&Media's (KOSDAQ:094360) stock is up by a considerable 35% over the past three months. Since the market usually...お知らせ • Feb 17Chips&Media, Inc., Annual General Meeting, Mar 18, 2021Chips&Media, Inc., Annual General Meeting, Mar 18, 2021, at 09:00 Korea Standard Time.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩17,100, the stock is trading at a trailing P/E ratio of 44.1x, up from the previous P/E ratio of 38.3x. This compares to an average P/E of 24x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 151%.Is New 90 Day High Low • Feb 17New 90-day high: ₩17,100The company is up 43% from its price of ₩12,000 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 13% over the same period.分析記事 • Feb 05Looking For Steady Income For Your Dividend Portfolio? Is Chips&Media, Inc. (KOSDAQ:094360) A Good Fit?Today we'll take a closer look at Chips&Media, Inc. ( KOSDAQ:094360 ) from a dividend investor's perspective. Owning a...お知らせ • Jan 26Chips&Media, Inc. to Report Q4, 2020 Results on Jan 28, 2021Chips&Media, Inc. announced that they will report Q4, 2020 results on Jan 28, 2021分析記事 • Jan 21Are Chips&Media's (KOSDAQ:094360) Statutory Earnings A Good Reflection Of Its Earnings Potential?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩15,400, the stock is trading at a trailing P/E ratio of 39.7x, up from the previous P/E ratio of 33x. This compares to an average P/E of 19x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 100%.Is New 90 Day High Low • Jan 11New 90-day high: ₩14,150The company is up 5.0% from its price of ₩13,450 on 13 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 Communications industry, which is up 7.0% over the same period.分析記事 • Jan 06Estimating The Fair Value Of Chips&Media, Inc. (KOSDAQ:094360)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chips&Media, Inc...Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩13,100, the stock is trading at a trailing P/E ratio of 33.8x, up from the previous P/E ratio of 29.3x. This compares to an average P/E of 20x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 101%.分析記事 • Dec 24Why It Might Not Make Sense To Buy Chips&Media, Inc. (KOSDAQ:094360) For Its Upcoming DividendRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Chips&Media...Upcoming Dividend • Dec 22Upcoming Dividend of ₩117 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.0% 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 21Will Chips&Media (KOSDAQ:094360) Multiply In Value Going Forward?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Dec 07Is Chips&Media, Inc. (KOSDAQ:094360) Potentially Undervalued?While Chips&Media, Inc. ( KOSDAQ:094360 ) might not be the most widely known stock at the moment, it saw a significant...分析記事 • Nov 23If You Had Bought Chips&Media (KOSDAQ:094360) Shares Five Years Ago You'd Have Earned 244% ReturnsThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side...Is New 90 Day High Low • Oct 05New 90-day high: ₩13,400The company is up 60% from its price of ₩8,390 on 07 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩11,372 per share.お知らせ • Aug 31Chips&Media, Inc. to Report Q2, 2020 Results on Jul 30, 2020Chips&Media, Inc. announced that they will report Q2, 2020 results on Jul 30, 2020収支内訳Chips&Media の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KOSDAQ:A094360 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Dec 2528,4675,9238,23411,27530 Sep 2527,6878,5828,27911,30830 Jun 2528,1008,0868,60211,18931 Mar 2527,5368,5308,71010,97431 Dec 2427,07510,0098,52710,66530 Sep 2425,326-17,6318,2009,89930 Jun 2425,249-16,0728,1259,46231 Mar 2425,992-28,1947,8089,31331 Dec 2327,569-26,6947,8389,26230 Sep 2327,3741257,5558,55930 Jun 2326,196-1,4327,1198,30431 Mar 2325,52411,2416,9167,74131 Dec 2224,0939,9636,4937,20330 Sep 2224,4277,9176,7727,32330 Jun 2223,8658,1036,2977,08231 Mar 2221,0256,6215,5946,70031 Dec 2119,9806,2685,2876,63930 Sep 2116,6973,0604,4636,22730 Jun 2116,2702,3024,5066,25131 Mar 2116,8752,6764,6316,62631 Dec 2015,4011,9284,4466,51230 Sep 2016,2933,7374,3096,77730 Jun 2015,6703,9794,1706,77131 Mar 2015,4994,0864,4536,44131 Dec 1916,1484,5224,6156,44830 Sep 1915,6863,9314,8676,53430 Jun 1915,0183,4014,7476,15531 Mar 1914,5493,1204,4446,25031 Dec 1814,1472,6424,2026,21630 Sep 1811,499-453,7796,03430 Jun 1810,819-2893,5986,00031 Mar 189,086-2,0053,4235,99131 Dec 179,056-2,3233,3815,77730 Sep 1711,5411,0813,5786,00430 Jun 1712,2069803,6005,95431 Mar 1713,4562,4043,5265,85631 Dec 1613,6803,5553,3865,79830 Sep 1613,9203,2563,3155,66730 Jun 1613,5093,7563,2875,52931 Mar 1612,6613,3453,2715,26131 Dec 1512,0492,9153,2285,04830 Sep 1511,8133,1463,3224,675質の高い収益: A094360には₩1.2B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: A094360の現在の純利益率 (20.8%)は、昨年(37%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A094360の収益は過去 5 年間で年間12%減少しました。成長の加速: A094360は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: A094360は過去 1 年間で収益成長率がマイナス ( -40.8% ) となったため、 Communications業界平均 ( -13.9% ) と比較することが困難です。株主資本利益率高いROE: A094360の 自己資本利益率 ( 7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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 15:44終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Chips&Media, Inc. 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。3 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.Joon Young ParkHyundai Motor Securities Co. Ltd.Minseo ChoShinhan Investment Corp.
お知らせ • Apr 25Chips&Media, Inc. to Report Q1, 2026 Results on Apr 28, 2026Chips&Media, Inc. announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩291 (down from ₩487 in FY 2024). Revenue: ₩28.5b (up 5.1% from FY 2024). Net income: ₩5.92b (down 41% from FY 2024). Profit margin: 21% (down from 37% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 35% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.
分析記事 • Nov 26Chips&Media (KOSDAQ:094360) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Chips&Media, Inc.'s ( KOSDAQ:094360 ) earnings, despite the strong profit numbers. We...
分析記事 • Mar 19Chips&Media's (KOSDAQ:094360) Solid Earnings May Rest On Weak FoundationsChips&Media, Inc. ( KOSDAQ:094360 ) just released a solid earnings report, and the stock displayed some strength...
Reported Earnings • Mar 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩487 (up from ₩1,412 loss in FY 2023). Revenue: ₩27.1b (down 1.8% from FY 2023). Net income: ₩10.0b (up ₩36.7b from FY 2023). Profit margin: 37% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 42%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Communications 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 94 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩82.00 (vs ₩175 in 3Q 2023)Third quarter 2024 results: EPS: ₩82.00 (down from ₩175 in 3Q 2023). Revenue: ₩7.03b (up 1.1% from 3Q 2023). Net income: ₩1.68b (down 48% from 3Q 2023). Profit margin: 24% (down from 47% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Communications 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 110 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 25Chips&Media, Inc. to Report Q1, 2026 Results on Apr 28, 2026Chips&Media, Inc. announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Mar 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩291 (down from ₩487 in FY 2024). Revenue: ₩28.5b (up 5.1% from FY 2024). Net income: ₩5.92b (down 41% from FY 2024). Profit margin: 21% (down from 37% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 35% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.
New Risk • Mar 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (21% net profit margin).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩14,550, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 38x in the Communications industry in South Korea. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,612 per share.
お知らせ • Feb 24Chips&Media, Inc., Annual General Meeting, Mar 24, 2026Chips&Media, Inc., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 509, teheran-ro, gangnam-gu, seoul South Korea
お知らせ • Jan 05Chips&Media, Inc. and Visionary.ai Unveil the AI-Based Full Image Signal Processor, Redefining the Future of Image QualityChips&Media, Inc. and Visionary.ai announced the launch of the world's first AI-based full Image Signal Processor (ISP). The new ISP offers a software-defined imaging pipeline that supercharges video quality in real time. The new AI ISP replaces traditional hardware-based pipelines with intelligent neural networks, marking a paradigm shift for the imaging industry. It will be showcased publicly for the first time at CES 2026. Software-Defined Imaging: For decades, ISPs have been rigid, fixed-function hardware chips, limited in their image quality performance, and unable to adapt after production. The Visionary.ai-Chips&Media collaboration transforms this model completely, introducing an AI software-based full ISP pipeline that produces exceptional video quality. Moreover, the software can be tuned, optimized, and updated over the air. This breakthrough builds upon Visionary.ai's widely acclaimed AI denoiser, extending it into a full imaging pipeline that leverages both companies' deep expertise in AI, computer vision, and hardware acceleration. The AI ISP delivers a generational leap in performance and efficiency: Superior video quality across all lighting and motion conditions, in real-time, with reduced blur and noise, increased sharpness and color accuracy. Improved object detection, enhancing computer vision accuracy downstream. Results in low light show over 75% increase in detection, and 91% reduction in false positives. Full software flexibility, allowing instant tuning and over-the-air updates. Efficient NPU utilization, achieving high-precision, real-time imaging on devices with low power consumption and competitive area efficiency. Competitive Power and Area Efficiency: The AI ISP will debut at CES 2026, where attendees can experience live demonstrations at Booth 61701, Venetian Expo, Eureka Park, Hall G. The technology will be available for OEM evaluation shortly thereafter.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 20 April 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.1%).
お知らせ • Dec 09Chips&Media, Inc. announced that it expects to receive KRW 10 billion in fundingChips&Media, Inc. announced a private placement to issue Zero Coupon Series 3 Unregistered Non-Interest Unsecured Private Convertible Bonds due December 17, 2030 for gross proceeds of KRW 10,000,000,000 on December 8, 2025. The transaction will include participation from new investors Apex Newmain New Technology Fund No. 1 The transaction has been approved by shareholders, expected to close on December 17, 2025, bears zero coupon rate, zero maturity rate, matures on December 17, 2030, restricted to a hold period, 100% convertible into 511,744 shares at a fixed conversion price of KRW 19,541 from December 24, 2025 to November 17, 2030.
分析記事 • Dec 07What Chips&Media, Inc.'s (KOSDAQ:094360) 25% Share Price Gain Is Not Telling YouChips&Media, Inc. ( KOSDAQ:094360 ) shareholders have had their patience rewarded with a 25% share price jump in the...
New Risk • Dec 05New 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 8.4% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₩19,380, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 28x in the Communications industry in Asia. Total returns to shareholders of 147% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩7,899 per share.
分析記事 • Nov 26Chips&Media (KOSDAQ:094360) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Chips&Media, Inc.'s ( KOSDAQ:094360 ) earnings, despite the strong profit numbers. We...
分析記事 • Nov 19Is Chips&Media, Inc. (KOSDAQ:094360) Potentially Undervalued?Chips&Media, Inc. ( KOSDAQ:094360 ), might not be a large cap stock, but it saw significant share price movement during...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedShareholders will receive a dividend of ₩100.00. Ex-date: 29th December 2025 Payment date: 20th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 24% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Chips&Media, Inc. announces Annual dividend, payable on April 20, 2026Chips&Media, Inc. announced Annual dividend of KRW 100.0000 per share payable on April 20, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
Price Target Changed • Oct 23Price target decreased by 9.0% to ₩22,300Down from ₩24,500, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₩16,260. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₩426 for next year compared to ₩487 last year.
Buy Or Sell Opportunity • Sep 09Now 21% overvaluedOver the last 90 days, the stock has fallen 8.0% to ₩16,030. The fair value is estimated to be ₩13,264, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
分析記事 • Aug 04Calculating The Fair Value Of Chips&Media, Inc. (KOSDAQ:094360)Key Insights Chips&Media's estimated fair value is ₩14,128 based on 2 Stage Free Cash Flow to Equity With ₩16,150 share...
分析記事 • Jul 07There Are Reasons To Feel Uneasy About Chips&Media's (KOSDAQ:094360) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩13,780, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Communications industry in Asia. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,713 per share.
Buy Or Sell Opportunity • Apr 07Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₩14,080. The fair value is estimated to be ₩18,817, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
分析記事 • Mar 19Chips&Media's (KOSDAQ:094360) Solid Earnings May Rest On Weak FoundationsChips&Media, Inc. ( KOSDAQ:094360 ) just released a solid earnings report, and the stock displayed some strength...
Reported Earnings • Mar 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩487 (up from ₩1,412 loss in FY 2023). Revenue: ₩27.1b (down 1.8% from FY 2023). Net income: ₩10.0b (up ₩36.7b from FY 2023). Profit margin: 37% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 42%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Communications 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 94 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Mar 04Now 20% undervaluedOver the last 90 days, the stock has risen 36% to ₩17,520. The fair value is estimated to be ₩22,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 19Chips&Media, Inc., Annual General Meeting, Mar 20, 2025Chips&Media, Inc., Annual General Meeting, Mar 20, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 509, teheran-ro, gangnam-gu, seoul South Korea
Price Target Changed • Feb 12Price target increased by 18% to ₩29,000Up from ₩24,500, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₩21,200. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩334 next year compared to a net loss per share of ₩1,412 last year.
分析記事 • Feb 11Estimating The Fair Value Of Chips&Media, Inc. (KOSDAQ:094360)Key Insights Chips&Media's estimated fair value is ₩22,554 based on 2 Stage Free Cash Flow to Equity Current share...
New Risk • Jan 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 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Shareholders have been diluted in the past year (4.6% increase in shares outstanding).
分析記事 • Jan 03What Chips&Media, Inc.'s (KOSDAQ:094360) 28% Share Price Gain Is Not Telling YouChips&Media, Inc. ( KOSDAQ:094360 ) shares have had a really impressive month, gaining 28% after a shaky period...
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩82.00 (vs ₩175 in 3Q 2023)Third quarter 2024 results: EPS: ₩82.00 (down from ₩175 in 3Q 2023). Revenue: ₩7.03b (up 1.1% from 3Q 2023). Net income: ₩1.68b (down 48% from 3Q 2023). Profit margin: 24% (down from 47% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Communications 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 110 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 14Chips&Media, Inc.'s (KOSDAQ:094360) Shareholders Might Be Looking For ExitWhen you see that almost half of the companies in the Communications industry in Korea have price-to-sales ratios (or...
お知らせ • Oct 22Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 4,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) announces a share repurchase program. Under the program, the company will repurchase up to KRW 4,000 million worth of its shares pursuant to a trust agreement with Korea Investment & Securities Co. Ltd. The purpose behind the program is to stabilize the stock price and to enhance shareholder value. The program will continue until April 23, 2025. As of October 21, 2024, the company had 464,197 common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.
分析記事 • Sep 26Chips&Media (KOSDAQ:094360) Has Some Way To Go To Become A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
お知らせ • Aug 28Chips&Media, Inc. (KOSDAQ:A094360) agreed to acquire an unknown minority stake in Dongsim Science & Technology (Suzhou) Co., Ltd. for CNY 36 million.Chips&Media, Inc. (KOSDAQ:A094360) agreed to acquire an unknown minority stake in Dongsim Science & Technology (Suzhou) Co., Ltd. for CNY 36 million on August 26, 2024. A cash consideration of CNY 36 million will be paid by Chips&Media, Inc. The expected completion of the transaction is September 30, 2024.
Buy Or Sell Opportunity • Aug 16Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to ₩16,330. The fair value is estimated to be ₩13,451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Aug 13Chips&Media, Inc. (KOSDAQ:094360) Shares May Have Slumped 28% But Getting In Cheap Is Still UnlikelyChips&Media, Inc. ( KOSDAQ:094360 ) shareholders that were waiting for something to happen have been dealt a blow with...
お知らせ • Jul 30Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 trust agreement with Korea Investment & Securities Co. Ltd. The purpose behind the program is to stabilize the stock price and to enhance shareholder value. The program will continue until January 31, 2025. As of July 29, 2024, the company had 276,874common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.
分析記事 • Jul 22Are Chips&Media, Inc. (KOSDAQ:094360) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Chips&Media is ₩14,444 based on 2 Stage Free Cash Flow to Equity Chips&Media...
分析記事 • May 29When Should You Buy Chips&Media, Inc. (KOSDAQ:094360)?Chips&Media, Inc. ( KOSDAQ:094360 ), is not the largest company out there, but it saw a significant share price rise of...
Buy Or Sell Opportunity • May 28Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to ₩25,050. The fair value is estimated to be ₩20,610, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 23Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 trust agreement with KOREA INVESTMENT & SECURITIES CO. LTD. The purpose behind the program is to stabilize the stock price and to improve shareholder value. The program will continue until November 23, 2024. As of May 21, 2024, the company had 140,982 common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.
分析記事 • May 10Chips&Media, Inc.'s (KOSDAQ:094360) Business Is Trailing The Industry But Its Shares Aren'tChips&Media, Inc.'s ( KOSDAQ:094360 ) price-to-sales (or "P/S") ratio of 14.7x may look like a poor investment...
お知らせ • Apr 26Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 trust agreement with KOREA INVESTMENT & SECURITIES CO. LTD. The purpose behind the program is to stabilize the stock price and to improve shareholder value. The program will continue until October 25, 2024. As of April 23, 2024, the company had 0 common shares in treasury through buyback within dividend capacity and 0 shares in treasury through other acquisitions.
Reported Earnings • Mar 15Full year 2023 earnings released: ₩1,412 loss per share (vs ₩521 profit in FY 2022)Full year 2023 results: ₩1,412 loss per share (down from ₩521 profit in FY 2022). Revenue: ₩27.6b (up 15% from FY 2022). Net loss: ₩26.7b (down 368% from profit in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.
分析記事 • Mar 14Returns At Chips&Media (KOSDAQ:094360) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Upcoming Dividend • Dec 20Upcoming dividend of ₩98.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.3%).
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩350 (vs ₩175 in 3Q 2022)Third quarter 2023 results: EPS: ₩350 (up from ₩175 in 3Q 2022). Revenue: ₩6.95b (up 20% from 3Q 2022). Net income: ₩3.24b (up 92% from 3Q 2022). Profit margin: 47% (up from 29% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buying Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock is up 70%. The fair value is estimated to be ₩47,764, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 44% in 2 years. Earnings is forecast to grow by 70% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩43,350, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Communications industry in Asia. Total returns to shareholders of 383% over the past three years.
New Risk • Jul 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (29% accrual ratio).
Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 61%. The fair value is estimated to be ₩47,737, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 44% in 2 years. Earnings is forecast to grow by 70% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩38,400, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Communications industry in Asia. Total returns to shareholders of 357% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩33,900, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Communications industry in Asia. Total returns to shareholders of 315% over the past three years.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩245 (vs ₩105 in 1Q 2022)First quarter 2023 results: EPS: ₩245 (up from ₩105 in 1Q 2022). Revenue: ₩6.49b (up 28% from 1Q 2022). Net income: ₩2.29b (up 126% from 1Q 2022). Profit margin: 35% (up from 20% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩26,350, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 171% over the past three years.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩22,350, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Communications industry in South Korea. Total returns to shareholders of 233% over the past three years.
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩1,041 (vs ₩650 in FY 2021)Full year 2022 results: EPS: ₩1,041 (up from ₩650 in FY 2021). Revenue: ₩24.1b (up 21% from FY 2021). Net income: ₩9.96b (up 59% from FY 2021). Profit margin: 41% (up from 31% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩18,300, the stock trades at a trailing P/E ratio of 21.6x. Average forward P/E is 12x in the Communications industry in South Korea. Total returns to shareholders of 131% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩163 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.2%).
お知らせ • Dec 06Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 2,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 Korea Investment & Securities Co., Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The program will expire on June 5, 2023. As of December 4, 2022, the company had 166,640 shares in treasury within scope available for dividend and had 1,874 shares in treasury through other acquisitions.
Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: ₩175 (vs ₩194 in 3Q 2021)Third quarter 2022 results: EPS: ₩175 (down from ₩194 in 3Q 2021). Revenue: ₩5.77b (up 11% from 3Q 2021). Net income: ₩1.68b (down 10.0% from 3Q 2021). Profit margin: 29% (down from 36% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
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. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 07Chips&Media, Inc. announced that it expects to receive KRW 9.999988602 billion in funding from Ki Semiconductor Investment Co., Ltd.Chips&Media, Inc. announced a private placement through a third party allocation method of 771,247 convertible preferred stock with voting rights at an issue price of KRW 12,966 for gross proceeds of KRW 9,999,988,602 on October 5, 2022. The transaction will include participation from returning investor, Ki Semiconductor Investment Co., Ltd. The transaction has been approved by the board of directors of the company. The transaction is expected to close on November 30, 2022.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩14,250, the stock trades at a trailing P/E ratio of 16.9x. Average forward P/E is 17x in the Communications industry in South Korea. Total returns to shareholders of 104% over the past three years.
お知らせ • Jul 06Chips&Media, Inc. (KOSDAQ:A094360) announces an Equity Buyback for KRW 3,000 million worth of its shares.Chips&Media, Inc. (KOSDAQ:A094360) 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 Korea Investment & Securities Co., Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The program will expire on January 3, 2023. As of July 3, 2022, the company had no shares in treasury within scope available for allotment and had 1,874 shares in treasury through other acquisitions.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩15,700, the stock trades at a trailing P/E ratio of 22.9x. Average forward P/E is 20x in the Communications industry in South Korea. Total returns to shareholders of 67% 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. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩650 (up from ₩200 in FY 2020). Revenue: ₩20.0b (up 30% from FY 2020). Net income: ₩6.27b (up 225% from FY 2020). Profit margin: 31% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 16%, compared to a 56% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩24,200, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 30x in the Communications industry in South Korea. Total returns to shareholders of 403% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.8%).
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩19,650, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Communications industry in South Korea. Total returns to shareholders of 312% over the past three years.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩15,800, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Communications industry in South Korea. Total returns to shareholders of 244% over the past three years.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩12,300, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Communications industry in South Korea. Total returns to shareholders of 153% over the past three years.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩17,000, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 26x in the Communications industry in South Korea. Total returns to shareholders of 195% over the past three years.
分析記事 • May 06Chips&Media (KOSDAQ:094360) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Mar 28Should You Investigate Chips&Media, Inc. (KOSDAQ:094360) At ₩15,700?While Chips&Media, Inc. ( KOSDAQ:094360 ) might not be the most widely known stock at the moment, it received a lot of...
Reported Earnings • Mar 13Full year 2020 earnings released: EPS ₩200 (vs ₩469 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩15.4b (down 4.6% from FY 2019). Net income: ₩1.93b (down 57% from FY 2019). Profit margin: 13% (down from 28% in FY 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 10Announcing: Chips&Media (KOSDAQ:094360) Stock Increased An Energizing 175% In The Last Five YearsWhen you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
分析記事 • Feb 20Is Chips&Media, Inc.'s (KOSDAQ:094360) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Chips&Media's (KOSDAQ:094360) stock is up by a considerable 35% over the past three months. Since the market usually...
お知らせ • Feb 17Chips&Media, Inc., Annual General Meeting, Mar 18, 2021Chips&Media, Inc., Annual General Meeting, Mar 18, 2021, at 09:00 Korea Standard Time.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩17,100, the stock is trading at a trailing P/E ratio of 44.1x, up from the previous P/E ratio of 38.3x. This compares to an average P/E of 24x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 151%.
Is New 90 Day High Low • Feb 17New 90-day high: ₩17,100The company is up 43% from its price of ₩12,000 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 13% over the same period.
分析記事 • Feb 05Looking For Steady Income For Your Dividend Portfolio? Is Chips&Media, Inc. (KOSDAQ:094360) A Good Fit?Today we'll take a closer look at Chips&Media, Inc. ( KOSDAQ:094360 ) from a dividend investor's perspective. Owning a...
お知らせ • Jan 26Chips&Media, Inc. to Report Q4, 2020 Results on Jan 28, 2021Chips&Media, Inc. announced that they will report Q4, 2020 results on Jan 28, 2021
分析記事 • Jan 21Are Chips&Media's (KOSDAQ:094360) Statutory Earnings A Good Reflection Of Its Earnings Potential?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩15,400, the stock is trading at a trailing P/E ratio of 39.7x, up from the previous P/E ratio of 33x. This compares to an average P/E of 19x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 100%.
Is New 90 Day High Low • Jan 11New 90-day high: ₩14,150The company is up 5.0% from its price of ₩13,450 on 13 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 Communications industry, which is up 7.0% over the same period.
分析記事 • Jan 06Estimating The Fair Value Of Chips&Media, Inc. (KOSDAQ:094360)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chips&Media, Inc...
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩13,100, the stock is trading at a trailing P/E ratio of 33.8x, up from the previous P/E ratio of 29.3x. This compares to an average P/E of 20x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 101%.
分析記事 • Dec 24Why It Might Not Make Sense To Buy Chips&Media, Inc. (KOSDAQ:094360) For Its Upcoming DividendRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Chips&Media...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩117 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.0% 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 21Will Chips&Media (KOSDAQ:094360) Multiply In Value Going Forward?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • Dec 07Is Chips&Media, Inc. (KOSDAQ:094360) Potentially Undervalued?While Chips&Media, Inc. ( KOSDAQ:094360 ) might not be the most widely known stock at the moment, it saw a significant...
分析記事 • Nov 23If You Had Bought Chips&Media (KOSDAQ:094360) Shares Five Years Ago You'd Have Earned 244% ReturnsThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side...
Is New 90 Day High Low • Oct 05New 90-day high: ₩13,400The company is up 60% from its price of ₩8,390 on 07 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩11,372 per share.
お知らせ • Aug 31Chips&Media, Inc. to Report Q2, 2020 Results on Jul 30, 2020Chips&Media, Inc. announced that they will report Q2, 2020 results on Jul 30, 2020