View Past PerformanceIntellian Technologies バランスシートの健全性財務の健全性 基準チェック /56Intellian Technologiesの総株主資本は₩279.6B 、総負債は₩132.7Bで、負債比率は47.5%となります。総資産と総負債はそれぞれ₩518.0Bと₩238.4Bです。 Intellian Technologiesの EBIT は₩24.5Bで、利息カバレッジ比率5.2です。現金および短期投資は₩31.8Bです。主要情報47.47%負債資本比率₩132.74b負債インタレスト・カバレッジ・レシオ5.2x現金₩31.80bエクイティ₩279.64b負債合計₩238.39b総資産₩518.03b財務の健全性に関する最新情報分析記事 • Jan 26Is Intellian Technologies (KOSDAQ:189300) 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...分析記事 • Nov 18Is Intellian Technologies (KOSDAQ:189300) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩124,500, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Communications industry in South Korea. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩67,399 per share.New Risk • May 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (14% average weekly change).Major Estimate Revision • May 19Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩415.1m to ₩410.0m. EPS estimate rose from ₩3,241 to ₩3,730. Net income forecast to grow 433% next year vs 88% growth forecast for Communications industry in South Korea. Consensus price target up from ₩160,000 to ₩176,667. Share price fell 9.0% to ₩147,300 over the past week.分析記事 • Apr 01Impressive Earnings May Not Tell The Whole Story For Intellian Technologies (KOSDAQ:189300)Despite posting some strong earnings, the market for Intellian Technologies, Inc.'s ( KOSDAQ:189300 ) stock hasn't...お知らせ • Mar 07Intellian Technologies, Inc., Annual General Meeting, Mar 30, 2026Intellian Technologies, Inc., Annual General Meeting, Mar 30, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 18-7, jinwisandan-ro, jinwi-myeon, gyeonggi-do, pyeongtaek South Korea分析記事 • Feb 10Revenues Not Telling The Story For Intellian Technologies, Inc. (KOSDAQ:189300) After Shares Rise 63%Intellian Technologies, Inc. ( KOSDAQ:189300 ) shares have continued their recent momentum with a 63% gain in the last...Price Target Changed • Jan 27Price target increased by 27% to ₩82,000Up from ₩64,500, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩79,300. Stock is up 97% over the past year. The company is forecast to post a net loss per share of ₩447 next year compared to a net loss per share of ₩288 last year.分析記事 • Jan 26Is Intellian Technologies (KOSDAQ:189300) 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...New Risk • Dec 22New 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 13 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.1%).分析記事 • Dec 21Intellian Technologies, Inc. (KOSDAQ:189300) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedIntellian Technologies, Inc. ( KOSDAQ:189300 ) shares have had a really impressive month, gaining 25% after a shaky...New Risk • Nov 28New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.お知らせ • Nov 19Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on May 19, 2026. As of November 18, 2025, the company had 423,296 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 13th April 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.3%.お知らせ • Nov 07Intellian Technologies, Inc. announces Annual dividend, payable on April 13, 2026Intellian Technologies, Inc. announced Annual dividend of KRW 100.0000 per share payable on April 13, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Oct 10What You Can Learn From Intellian Technologies, Inc.'s (KOSDAQ:189300) P/SIntellian Technologies, Inc.'s ( KOSDAQ:189300 ) price-to-sales (or "P/S") ratio of 2.1x may not look like an appealing...お知らせ • Sep 08Panasonic Avionics Corporation and Intellian Technologies Announce New High-Performance, Cost-Effective Low Earth Orbit (LEO) Only Terminal System Designed to Connect to Eutelsat's OneWeb LEO NetworkPanasonic Avionics Corporation (Panasonic Avionics), and Intellian Technologies are announcing a new high-performance, cost-effective low earth orbit (LEO)-only terminal system designed to connect to Eutelsat's OneWeb LEO network. The new terminal system features Intellian's new LEO-only aviation antenna, seamlessly integrating the modem and controller into a design that requires no radome. This innovative new Intellian User Terminal leverages significant advances in Electronically Steered Array (ESA) technology, design, and integration to deliver significant cost savings without any sacrifice to performance, weight, or ease of installation. Panasonic Avionics will use Intellian's aviation antenna to deliver a faster, more reliable, and future-proof connectivity experience to its airline customers with up to 195 Mbps and less than 100 milliseconds of latency. This latest product joins Panasonic Avionics' broader portfolio, complementing its existing multi-orbit antenna solution, and reinforcing its strategic commitment to providing network- and orbit-agnostic in-flight connectivity (IFC) tailored to a variety of customer needs. At launch, the new terminal system will be available to Panasonic Avionics' current and new airline customers for retrofit installations beginning in late 2026. Intended to dramatically reduce aircraft downtime, the terminal system can be installed overnight. Its modular design, which is central to Panasonic Avionics' approach to hardware, enables easy upgrades of core components as hardware and network enhancements become available. It also enables simultaneous multi-constellation operation for airlines and can be used to supplement their existing Panasonic Avionics in-flight connectivity service. The new LEO-only solution is less than half the weight of typical multi-orbit and GEO terminals, helping airlines achieve their sustainability goals by reducing fuel burn. Finally, the new terminal system delivers a superior ownership experience for airlines. It offers self-service control of connectivity through Panasonic Avionics' Wi-Fi®? Portal Studio and Wi-Fi Reporting. The terminal system can also be combined with Panasonic Avionics Wi-Fi Roaming agreements and OneMedia Advertising solutions, which can increase service adoption, reduce airline operational costs of delivering Wi-Fi service, and enable attractive passenger amenities, such as free IFC. Using these unique products and services, airlines can seamlessly access up to 1,000 PEMs (passenger engagement minutes) only available in-flight and unlock new tailored, data-driven experiences that enhance passenger satisfaction. Driven by customer insight and emerging market demands, Intellian develops advanced technologies that support mission-critical operations and open new market opportunities. Its product portfolio includes flat panel and parabolic terminals, integrated gateways, and platform-level solutions designed for both commercial and defense applications - all with a focus on multi-orbit compatibility and next-generation satellite networks.分析記事 • Aug 20Intellian Technologies, Inc.'s (KOSDAQ:189300) Intrinsic Value Is Potentially 86% Above Its Share PriceKey Insights Intellian Technologies' estimated fair value is ₩81,641 based on 2 Stage Free Cash Flow to Equity...Buy Or Sell Opportunity • Aug 12Now 21% undervaluedOver the last 90 days, the stock has risen 22% to ₩49,550. The fair value is estimated to be ₩62,380, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jul 23Now 21% undervaluedOver the last 90 days, the stock has risen 29% to ₩49,250. The fair value is estimated to be ₩62,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jun 23Intellian Technologies, Inc. (KOSDAQ:189300) Stocks Shoot Up 29% But Its P/S Still Looks ReasonableIntellian Technologies, Inc. ( KOSDAQ:189300 ) shares have continued their recent momentum with a 29% gain in the last...New Risk • May 28New 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 8.8% 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.Price Target Changed • May 16Price target decreased by 19% to ₩61,000Down from ₩75,225, the current price target is provided by 1 analyst. New target price is 57% above last closing price of ₩38,850. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩2,432 next year compared to a net loss per share of ₩288 last year.分析記事 • May 09Intellian Technologies, Inc.'s (KOSDAQ:189300) 29% Price Boost Is Out Of Tune With RevenuesIntellian Technologies, Inc. ( KOSDAQ:189300 ) shareholders are no doubt pleased to see that the share price has...Reported Earnings • Mar 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: ₩288 loss per share (down from ₩572 profit in FY 2023). Revenue: ₩257.8b (down 16% from FY 2023). Net loss: ₩3.01b (down 154% from profit in FY 2023). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 72%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.お知らせ • Mar 07Intellian Technologies, Inc., Annual General Meeting, Mar 28, 2025Intellian Technologies, Inc., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 18-7, jinwisandan-ro, jinwi-myeon, gyeonggi-do, pyeongtaek South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.7%).New Risk • Dec 10New 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 8.9% 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. This is currently the only risk that has been identified for the company.分析記事 • Dec 01Intellian Technologies, Inc. (KOSDAQ:189300) Stocks Pounded By 28% But Not Lagging Industry On Growth Or PricingIntellian Technologies, Inc. ( KOSDAQ:189300 ) shareholders that were waiting for something to happen have been dealt a...お知らせ • Nov 23Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on May 22, 2025. As of November 20, 2024, the company had 302,178 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.Price Target Changed • Jun 27Price target decreased by 9.2% to ₩77,500Down from ₩85,333, the current price target is an average from 4 analysts. New target price is 26% above last closing price of ₩61,600. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₩1,956 for next year compared to ₩572 last year.分析記事 • Apr 24Pinning Down Intellian Technologies, Inc.'s (KOSDAQ:189300) P/S Is Difficult Right NowWhen close to half the companies in the Communications industry in Korea have price-to-sales ratios (or "P/S") below...Major Estimate Revision • Apr 14Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩380.4m to ₩374.6m. EPS estimate also fell from ₩3,509 per share to ₩2,449 per share. Net income forecast to grow 376% next year vs 42% growth forecast for Communications industry in South Korea. Consensus price target broadly unchanged at ₩83,667. Share price was steady at ₩58,200 over the past week.分析記事 • Mar 26Intellian Technologies' (KOSDAQ:189300) Shareholders Have More To Worry About Than Only Soft EarningsIntellian Technologies, Inc.'s ( KOSDAQ:189300 ) recent weak earnings report didn't cause a big stock movement. We...Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩572 (vs ₩1,793 in FY 2022)Full year 2023 results: EPS: ₩572 (down from ₩1,793 in FY 2022). Revenue: ₩305.0b (up 27% from FY 2022). Net income: ₩5.53b (down 66% from FY 2022). Profit margin: 1.8% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jan 29Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on July 29, 2024. As of January 28, 2024, the company had 221,667 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.Major Estimate Revision • Jan 24Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩1,329 to ₩1,115 per share. Revenue forecast steady at ₩309.1m. Net income forecast to grow 319% next year vs 50% growth forecast for Communications industry in South Korea. Consensus price target down from ₩98,333 to ₩89,333. Share price was steady at ₩69,800 over the past week.Price Target Changed • Jan 23Price target decreased by 14% to ₩89,333Down from ₩103,333, the current price target is an average from 3 analysts. New target price is 28% above last closing price of ₩69,800. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of ₩1,115 for next year compared to ₩1,793 last year.Major Estimate Revision • Jan 11Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩318.3m to ₩314.8m. EPS estimate also fell from ₩1,781 per share to ₩1,329 per share. Net income forecast to grow 390% next year vs 49% growth forecast for Communications industry in South Korea. Consensus price target of ₩98,333 unchanged from last update. Share price fell 3.3% to ₩76,400 over the past week.Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.3%).Major Estimate Revision • Oct 12Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩359.0m to ₩348.7m. EPS estimate also fell from ₩2,590 per share to ₩2,077 per share. Net income forecast to grow 140% next year vs 45% growth forecast for Communications industry in South Korea. Consensus price target of ₩103,500 unchanged from last update. Share price fell 4.6% to ₩76,600 over the past week.New Risk • Aug 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 9.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.5% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).Major Estimate Revision • Jul 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩2,831 to ₩2,359 per share. Revenue forecast steady at ₩341.5m. Net income forecast to grow 106% next year vs 43% growth forecast for Communications industry in South Korea. Consensus price target broadly unchanged at ₩103,500. Share price rose 12% to ₩78,400 over the past week.New Risk • Jul 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (40% accrual ratio). Minor Risk Shareholders have been diluted in the past year (18% increase in shares outstanding).Major Estimate Revision • Jun 29Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩3,154 to ₩2,831 per share. Revenue forecast steady at ₩342.3m. Net income forecast to grow 129% next year vs 44% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price was steady at ₩73,000 over the past week.Reported Earnings • May 15First quarter 2023 earnings released: EPS: ₩112 (vs ₩325 in 1Q 2022)First quarter 2023 results: EPS: ₩112 (down from ₩325 in 1Q 2022). Revenue: ₩64.4b (up 50% from 1Q 2022). Net income: ₩1.01b (down 65% from 1Q 2022). Profit margin: 1.6% (down from 6.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% 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 76% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ₩67,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 9x 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 • Mar 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩89,900, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Communications industry in South Korea. Total returns to shareholders of 528% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 12 April 2023. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.2%).Price Target Changed • Nov 16Price target increased to ₩105,000Up from ₩88,000, the current price target is provided by 1 analyst. New target price is 50% above last closing price of ₩70,000. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₩2,580 for next year compared to ₩752 last year.お知らせ • Sep 29Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on March 29, 2023. As of September 27, 2022, the company had 231,927 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.Reported Earnings • Aug 18Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: ₩745 (up from ₩160 loss in 2Q 2021). Revenue: ₩57.0b (up 88% from 2Q 2021). Net income: ₩6.67b (up ₩7.83b from 2Q 2021). Profit margin: 12% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 56%, compared to a 45% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Aug 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩2,166 to ₩2,435. Revenue forecast steady at ₩241.8m. Net income forecast to grow 161% next year vs 44% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price rose 5.2% to ₩71,000 over the past week.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩73,200, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 146% over the past three years.Price Target Changed • Apr 27Price target increased to ₩105,000Up from ₩88,000, the current price target is an average from 3 analysts. New target price is 27% above last closing price of ₩82,400. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₩2,013 for next year compared to ₩752 last year.Major Estimate Revision • Apr 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩2,161 to ₩1,901. Revenue forecast unchanged from ₩237.4m at last update. Net income forecast to grow 197% next year vs 39% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price fell 3.0% to ₩87,300 over the past week.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ₩752 (up from ₩79.00 in FY 2020). Revenue: ₩138.0b (up 25% from FY 2020). Net income: ₩5.99b (up ₩5.42b from FY 2020). Profit margin: 4.3% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 72%, compared to a 55% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 64% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩1,391 to ₩2,197. Revenue forecast unchanged at ₩229.0m. Net income forecast to grow 517% next year vs 168% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price fell 5.7% to ₩78,000 over the past week.Major Estimate Revision • Dec 29Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩133.9m to ₩131.9m. EPS estimate also fell from ₩903 per share to ₩630 per share. Net income forecast to grow 328% next year vs 150% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price rose 7.9% to ₩91,400 over the past week.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.8%).Reported Earnings • Mar 28Full year 2020 earnings released: EPS ₩79.00 (vs ₩1,001 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩110.1b (down 6.7% from FY 2019). Net income: ₩576.9m (down 92% from FY 2019). Profit margin: 0.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 70% per year, which means it is well ahead of earnings.分析記事 • Mar 09Shareholders Are Raving About How The Intellian Technologies (KOSDAQ:189300) Share Price Increased 431%It might be of some concern to shareholders to see the Intellian Technologies, Inc. ( KOSDAQ:189300 ) share price down...Is New 90 Day High Low • Feb 22New 90-day high: ₩97,100The company is up 194% from its price of ₩33,050 on 24 November 2020. The South Korean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩9,138 per share.分析記事 • Feb 10The Trends At Intellian Technologies (KOSDAQ:189300) That You Should Know AboutWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Is New 90 Day High Low • Feb 02New 90-day high: ₩83,900The company is up 176% from its price of ₩30,450 on 04 November 2020. The South Korean market is up 28% 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩9,080 per share.分析記事 • Jan 20We're Not Counting On Intellian Technologies (KOSDAQ:189300) To Sustain Its Statutory ProfitabilityMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Is New 90 Day High Low • Jan 15New 90-day high: ₩53,500The company is up 68% from its price of ₩31,900 on 16 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩8,836 per share.分析記事 • Dec 30Intellian Technologies, Inc. (KOSDAQ:189300) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Intellian Technologies (KOSDAQ:189300) has had a great run on the share market with its stock up by a significant 79...Is New 90 Day High Low • Dec 28New 90-day high: ₩47,400The company is up 63% from its price of ₩29,150 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩8,784 per share.分析記事 • Dec 09Shareholders Are Thrilled That The Intellian Technologies (KOSDAQ:189300) Share Price Increased 137%The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Is New 90 Day High Low • Dec 02New 90-day high: ₩34,450The company is up 23% from its price of ₩27,950 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩3,547 per share.分析記事 • Nov 18Is Intellian Technologies (KOSDAQ:189300) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Oct 05New 90-day high: ₩33,050The company is up 32% from its price of ₩25,100 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 ₩4,361 per share.財務状況分析短期負債: A189300の 短期資産 ( ₩271.0B ) が 短期負債 ( ₩150.0B ) を超えています。長期負債: A189300の短期資産 ( ₩271.0B ) が 長期負債 ( ₩88.3B ) 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: A189300の 純負債対資本比率 ( 36.1% ) は 満足できる 水準であると考えられます。負債の削減: A189300の負債対資本比率は、過去 5 年間で66.8%から47.5%に減少しました。債務返済能力: A189300の 営業キャッシュフロー はマイナスであるため、負債は十分にカバーされていません。インタレストカバレッジ: A189300の負債に対する 利息支払い は EBIT ( 5.2 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 22:43終値2026/06/19 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Intellian Technologies, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Ah-young KimDaishin Securities Co. Ltd.Ui Hoon JeongEugene Investment & Securities Co Ltd.Seongjo BaeHanwha Investment & Securities Co., Ltd.5 その他のアナリストを表示
分析記事 • Jan 26Is Intellian Technologies (KOSDAQ:189300) 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...
分析記事 • Nov 18Is Intellian Technologies (KOSDAQ:189300) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩124,500, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Communications industry in South Korea. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩67,399 per share.
New Risk • May 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (14% average weekly change).
Major Estimate Revision • May 19Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩415.1m to ₩410.0m. EPS estimate rose from ₩3,241 to ₩3,730. Net income forecast to grow 433% next year vs 88% growth forecast for Communications industry in South Korea. Consensus price target up from ₩160,000 to ₩176,667. Share price fell 9.0% to ₩147,300 over the past week.
分析記事 • Apr 01Impressive Earnings May Not Tell The Whole Story For Intellian Technologies (KOSDAQ:189300)Despite posting some strong earnings, the market for Intellian Technologies, Inc.'s ( KOSDAQ:189300 ) stock hasn't...
お知らせ • Mar 07Intellian Technologies, Inc., Annual General Meeting, Mar 30, 2026Intellian Technologies, Inc., Annual General Meeting, Mar 30, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 18-7, jinwisandan-ro, jinwi-myeon, gyeonggi-do, pyeongtaek South Korea
分析記事 • Feb 10Revenues Not Telling The Story For Intellian Technologies, Inc. (KOSDAQ:189300) After Shares Rise 63%Intellian Technologies, Inc. ( KOSDAQ:189300 ) shares have continued their recent momentum with a 63% gain in the last...
Price Target Changed • Jan 27Price target increased by 27% to ₩82,000Up from ₩64,500, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩79,300. Stock is up 97% over the past year. The company is forecast to post a net loss per share of ₩447 next year compared to a net loss per share of ₩288 last year.
分析記事 • Jan 26Is Intellian Technologies (KOSDAQ:189300) 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...
New Risk • Dec 22New 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 13 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.1%).
分析記事 • Dec 21Intellian Technologies, Inc. (KOSDAQ:189300) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedIntellian Technologies, Inc. ( KOSDAQ:189300 ) shares have had a really impressive month, gaining 25% after a shaky...
New Risk • Nov 28New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
お知らせ • Nov 19Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on May 19, 2026. As of November 18, 2025, the company had 423,296 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 13th April 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.3%.
お知らせ • Nov 07Intellian Technologies, Inc. announces Annual dividend, payable on April 13, 2026Intellian Technologies, Inc. announced Annual dividend of KRW 100.0000 per share payable on April 13, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Oct 10What You Can Learn From Intellian Technologies, Inc.'s (KOSDAQ:189300) P/SIntellian Technologies, Inc.'s ( KOSDAQ:189300 ) price-to-sales (or "P/S") ratio of 2.1x may not look like an appealing...
お知らせ • Sep 08Panasonic Avionics Corporation and Intellian Technologies Announce New High-Performance, Cost-Effective Low Earth Orbit (LEO) Only Terminal System Designed to Connect to Eutelsat's OneWeb LEO NetworkPanasonic Avionics Corporation (Panasonic Avionics), and Intellian Technologies are announcing a new high-performance, cost-effective low earth orbit (LEO)-only terminal system designed to connect to Eutelsat's OneWeb LEO network. The new terminal system features Intellian's new LEO-only aviation antenna, seamlessly integrating the modem and controller into a design that requires no radome. This innovative new Intellian User Terminal leverages significant advances in Electronically Steered Array (ESA) technology, design, and integration to deliver significant cost savings without any sacrifice to performance, weight, or ease of installation. Panasonic Avionics will use Intellian's aviation antenna to deliver a faster, more reliable, and future-proof connectivity experience to its airline customers with up to 195 Mbps and less than 100 milliseconds of latency. This latest product joins Panasonic Avionics' broader portfolio, complementing its existing multi-orbit antenna solution, and reinforcing its strategic commitment to providing network- and orbit-agnostic in-flight connectivity (IFC) tailored to a variety of customer needs. At launch, the new terminal system will be available to Panasonic Avionics' current and new airline customers for retrofit installations beginning in late 2026. Intended to dramatically reduce aircraft downtime, the terminal system can be installed overnight. Its modular design, which is central to Panasonic Avionics' approach to hardware, enables easy upgrades of core components as hardware and network enhancements become available. It also enables simultaneous multi-constellation operation for airlines and can be used to supplement their existing Panasonic Avionics in-flight connectivity service. The new LEO-only solution is less than half the weight of typical multi-orbit and GEO terminals, helping airlines achieve their sustainability goals by reducing fuel burn. Finally, the new terminal system delivers a superior ownership experience for airlines. It offers self-service control of connectivity through Panasonic Avionics' Wi-Fi®? Portal Studio and Wi-Fi Reporting. The terminal system can also be combined with Panasonic Avionics Wi-Fi Roaming agreements and OneMedia Advertising solutions, which can increase service adoption, reduce airline operational costs of delivering Wi-Fi service, and enable attractive passenger amenities, such as free IFC. Using these unique products and services, airlines can seamlessly access up to 1,000 PEMs (passenger engagement minutes) only available in-flight and unlock new tailored, data-driven experiences that enhance passenger satisfaction. Driven by customer insight and emerging market demands, Intellian develops advanced technologies that support mission-critical operations and open new market opportunities. Its product portfolio includes flat panel and parabolic terminals, integrated gateways, and platform-level solutions designed for both commercial and defense applications - all with a focus on multi-orbit compatibility and next-generation satellite networks.
分析記事 • Aug 20Intellian Technologies, Inc.'s (KOSDAQ:189300) Intrinsic Value Is Potentially 86% Above Its Share PriceKey Insights Intellian Technologies' estimated fair value is ₩81,641 based on 2 Stage Free Cash Flow to Equity...
Buy Or Sell Opportunity • Aug 12Now 21% undervaluedOver the last 90 days, the stock has risen 22% to ₩49,550. The fair value is estimated to be ₩62,380, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jul 23Now 21% undervaluedOver the last 90 days, the stock has risen 29% to ₩49,250. The fair value is estimated to be ₩62,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jun 23Intellian Technologies, Inc. (KOSDAQ:189300) Stocks Shoot Up 29% But Its P/S Still Looks ReasonableIntellian Technologies, Inc. ( KOSDAQ:189300 ) shares have continued their recent momentum with a 29% gain in the last...
New Risk • May 28New 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 8.8% 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.
Price Target Changed • May 16Price target decreased by 19% to ₩61,000Down from ₩75,225, the current price target is provided by 1 analyst. New target price is 57% above last closing price of ₩38,850. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩2,432 next year compared to a net loss per share of ₩288 last year.
分析記事 • May 09Intellian Technologies, Inc.'s (KOSDAQ:189300) 29% Price Boost Is Out Of Tune With RevenuesIntellian Technologies, Inc. ( KOSDAQ:189300 ) shareholders are no doubt pleased to see that the share price has...
Reported Earnings • Mar 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: ₩288 loss per share (down from ₩572 profit in FY 2023). Revenue: ₩257.8b (down 16% from FY 2023). Net loss: ₩3.01b (down 154% from profit in FY 2023). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 72%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 07Intellian Technologies, Inc., Annual General Meeting, Mar 28, 2025Intellian Technologies, Inc., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 18-7, jinwisandan-ro, jinwi-myeon, gyeonggi-do, pyeongtaek South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.7%).
New Risk • Dec 10New 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 8.9% 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. This is currently the only risk that has been identified for the company.
分析記事 • Dec 01Intellian Technologies, Inc. (KOSDAQ:189300) Stocks Pounded By 28% But Not Lagging Industry On Growth Or PricingIntellian Technologies, Inc. ( KOSDAQ:189300 ) shareholders that were waiting for something to happen have been dealt a...
お知らせ • Nov 23Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on May 22, 2025. As of November 20, 2024, the company had 302,178 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.
Price Target Changed • Jun 27Price target decreased by 9.2% to ₩77,500Down from ₩85,333, the current price target is an average from 4 analysts. New target price is 26% above last closing price of ₩61,600. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₩1,956 for next year compared to ₩572 last year.
分析記事 • Apr 24Pinning Down Intellian Technologies, Inc.'s (KOSDAQ:189300) P/S Is Difficult Right NowWhen close to half the companies in the Communications industry in Korea have price-to-sales ratios (or "P/S") below...
Major Estimate Revision • Apr 14Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩380.4m to ₩374.6m. EPS estimate also fell from ₩3,509 per share to ₩2,449 per share. Net income forecast to grow 376% next year vs 42% growth forecast for Communications industry in South Korea. Consensus price target broadly unchanged at ₩83,667. Share price was steady at ₩58,200 over the past week.
分析記事 • Mar 26Intellian Technologies' (KOSDAQ:189300) Shareholders Have More To Worry About Than Only Soft EarningsIntellian Technologies, Inc.'s ( KOSDAQ:189300 ) recent weak earnings report didn't cause a big stock movement. We...
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩572 (vs ₩1,793 in FY 2022)Full year 2023 results: EPS: ₩572 (down from ₩1,793 in FY 2022). Revenue: ₩305.0b (up 27% from FY 2022). Net income: ₩5.53b (down 66% from FY 2022). Profit margin: 1.8% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jan 29Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on July 29, 2024. As of January 28, 2024, the company had 221,667 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.
Major Estimate Revision • Jan 24Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩1,329 to ₩1,115 per share. Revenue forecast steady at ₩309.1m. Net income forecast to grow 319% next year vs 50% growth forecast for Communications industry in South Korea. Consensus price target down from ₩98,333 to ₩89,333. Share price was steady at ₩69,800 over the past week.
Price Target Changed • Jan 23Price target decreased by 14% to ₩89,333Down from ₩103,333, the current price target is an average from 3 analysts. New target price is 28% above last closing price of ₩69,800. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of ₩1,115 for next year compared to ₩1,793 last year.
Major Estimate Revision • Jan 11Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩318.3m to ₩314.8m. EPS estimate also fell from ₩1,781 per share to ₩1,329 per share. Net income forecast to grow 390% next year vs 49% growth forecast for Communications industry in South Korea. Consensus price target of ₩98,333 unchanged from last update. Share price fell 3.3% to ₩76,400 over the past week.
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.3%).
Major Estimate Revision • Oct 12Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩359.0m to ₩348.7m. EPS estimate also fell from ₩2,590 per share to ₩2,077 per share. Net income forecast to grow 140% next year vs 45% growth forecast for Communications industry in South Korea. Consensus price target of ₩103,500 unchanged from last update. Share price fell 4.6% to ₩76,600 over the past week.
New Risk • Aug 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 9.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.5% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Major Estimate Revision • Jul 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩2,831 to ₩2,359 per share. Revenue forecast steady at ₩341.5m. Net income forecast to grow 106% next year vs 43% growth forecast for Communications industry in South Korea. Consensus price target broadly unchanged at ₩103,500. Share price rose 12% to ₩78,400 over the past week.
New Risk • Jul 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (40% accrual ratio). Minor Risk Shareholders have been diluted in the past year (18% increase in shares outstanding).
Major Estimate Revision • Jun 29Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩3,154 to ₩2,831 per share. Revenue forecast steady at ₩342.3m. Net income forecast to grow 129% next year vs 44% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price was steady at ₩73,000 over the past week.
Reported Earnings • May 15First quarter 2023 earnings released: EPS: ₩112 (vs ₩325 in 1Q 2022)First quarter 2023 results: EPS: ₩112 (down from ₩325 in 1Q 2022). Revenue: ₩64.4b (up 50% from 1Q 2022). Net income: ₩1.01b (down 65% from 1Q 2022). Profit margin: 1.6% (down from 6.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% 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 76% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ₩67,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 9x 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 • Mar 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩89,900, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Communications industry in South Korea. Total returns to shareholders of 528% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 12 April 2023. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.2%).
Price Target Changed • Nov 16Price target increased to ₩105,000Up from ₩88,000, the current price target is provided by 1 analyst. New target price is 50% above last closing price of ₩70,000. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₩2,580 for next year compared to ₩752 last year.
お知らせ • Sep 29Intellian Technologies, Inc. (KOSDAQ:A189300) announces an Equity Buyback for KRW 5,000 million worth of its shares.Intellian Technologies, Inc. (KOSDAQ:A189300) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million, pursuant to a trust contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and enhance the value of shareholders. The program will expire on March 29, 2023. As of September 27, 2022, the company had 231,927 shares in treasury within scope available for dividend and had no shares in treasury under other capacities.
Reported Earnings • Aug 18Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: ₩745 (up from ₩160 loss in 2Q 2021). Revenue: ₩57.0b (up 88% from 2Q 2021). Net income: ₩6.67b (up ₩7.83b from 2Q 2021). Profit margin: 12% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 56%, compared to a 45% growth forecast for the Communications industry in South Korea. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Aug 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩2,166 to ₩2,435. Revenue forecast steady at ₩241.8m. Net income forecast to grow 161% next year vs 44% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price rose 5.2% to ₩71,000 over the past week.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩73,200, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 146% over the past three years.
Price Target Changed • Apr 27Price target increased to ₩105,000Up from ₩88,000, the current price target is an average from 3 analysts. New target price is 27% above last closing price of ₩82,400. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₩2,013 for next year compared to ₩752 last year.
Major Estimate Revision • Apr 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩2,161 to ₩1,901. Revenue forecast unchanged from ₩237.4m at last update. Net income forecast to grow 197% next year vs 39% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price fell 3.0% to ₩87,300 over the past week.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ₩752 (up from ₩79.00 in FY 2020). Revenue: ₩138.0b (up 25% from FY 2020). Net income: ₩5.99b (up ₩5.42b from FY 2020). Profit margin: 4.3% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 72%, compared to a 55% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 64% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩1,391 to ₩2,197. Revenue forecast unchanged at ₩229.0m. Net income forecast to grow 517% next year vs 168% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price fell 5.7% to ₩78,000 over the past week.
Major Estimate Revision • Dec 29Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩133.9m to ₩131.9m. EPS estimate also fell from ₩903 per share to ₩630 per share. Net income forecast to grow 328% next year vs 150% growth forecast for Communications industry in South Korea. Consensus price target of ₩105,000 unchanged from last update. Share price rose 7.9% to ₩91,400 over the past week.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.8%).
Reported Earnings • Mar 28Full year 2020 earnings released: EPS ₩79.00 (vs ₩1,001 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩110.1b (down 6.7% from FY 2019). Net income: ₩576.9m (down 92% from FY 2019). Profit margin: 0.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 70% per year, which means it is well ahead of earnings.
分析記事 • Mar 09Shareholders Are Raving About How The Intellian Technologies (KOSDAQ:189300) Share Price Increased 431%It might be of some concern to shareholders to see the Intellian Technologies, Inc. ( KOSDAQ:189300 ) share price down...
Is New 90 Day High Low • Feb 22New 90-day high: ₩97,100The company is up 194% from its price of ₩33,050 on 24 November 2020. The South Korean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩9,138 per share.
分析記事 • Feb 10The Trends At Intellian Technologies (KOSDAQ:189300) That You Should Know AboutWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Is New 90 Day High Low • Feb 02New 90-day high: ₩83,900The company is up 176% from its price of ₩30,450 on 04 November 2020. The South Korean market is up 28% 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩9,080 per share.
分析記事 • Jan 20We're Not Counting On Intellian Technologies (KOSDAQ:189300) To Sustain Its Statutory ProfitabilityMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Is New 90 Day High Low • Jan 15New 90-day high: ₩53,500The company is up 68% from its price of ₩31,900 on 16 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩8,836 per share.
分析記事 • Dec 30Intellian Technologies, Inc. (KOSDAQ:189300) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Intellian Technologies (KOSDAQ:189300) has had a great run on the share market with its stock up by a significant 79...
Is New 90 Day High Low • Dec 28New 90-day high: ₩47,400The company is up 63% from its price of ₩29,150 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩8,784 per share.
分析記事 • Dec 09Shareholders Are Thrilled That The Intellian Technologies (KOSDAQ:189300) Share Price Increased 137%The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Is New 90 Day High Low • Dec 02New 90-day high: ₩34,450The company is up 23% from its price of ₩27,950 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩3,547 per share.
分析記事 • Nov 18Is Intellian Technologies (KOSDAQ:189300) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Oct 05New 90-day high: ₩33,050The company is up 32% from its price of ₩25,100 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 ₩4,361 per share.