View Past PerformanceJNTC バランスシートの健全性財務の健全性 基準チェック /16JNTCの総株主資本は₩247.7B 、総負債は₩239.5Bで、負債比率は96.7%となります。総資産と総負債はそれぞれ₩548.2Bと₩300.5Bです。主要情報96.69%負債資本比率₩239.51b負債インタレスト・カバレッジ・レシオn/a現金₩39.28bエクイティ₩247.71b負債合計₩300.47b総資産₩548.18b財務の健全性に関する最新情報分析記事 • Feb 16Is JNTC (KOSDAQ:204270) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 10Does JNTC (KOSDAQ:204270) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Aug 01We Think JNTC (KOSDAQ:204270) Has A Fair Chunk Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Oct 21We Think JNTC (KOSDAQ:204270) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 29Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 21Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...すべての更新を表示Recent updatesNew Risk • Mar 04New 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 11% 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 (11% average weekly change).お知らせ • Mar 04JNTC Co., Ltd., Annual General Meeting, Mar 31, 2026JNTC Co., Ltd., Annual General Meeting, Mar 31, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 240-5, naehyangan-gil, jeongnam-myeon, gyeonggi-do, hwaseong South Korea分析記事 • Feb 16Is JNTC (KOSDAQ:204270) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 21JNTC Co., Ltd.'s (KOSDAQ:204270) Stock Retreats 29% But Revenues Haven't Escaped The Attention Of InvestorsThe JNTC Co., Ltd. ( KOSDAQ:204270 ) share price has softened a substantial 29% over the previous 30 days, handing back...Buy Or Sell Opportunity • Nov 21Now 25% undervaluedOver the last 90 days, the stock has risen 9.3% to ₩18,630. The fair value is estimated to be ₩24,758, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 10Does JNTC (KOSDAQ:204270) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Oct 21At ₩26,050, Is JNTC Co., Ltd. (KOSDAQ:204270) Worth Looking At Closely?JNTC Co., Ltd. ( KOSDAQ:204270 ), might not be a large cap stock, but it received a lot of attention from a substantial...New Risk • Sep 25New 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 7.5% 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 (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).分析記事 • Sep 08Revenues Tell The Story For JNTC Co., Ltd. (KOSDAQ:204270)When close to half the companies in the Electronic industry in Korea have price-to-sales ratios (or "P/S") below 0.8x...分析記事 • Aug 01We Think JNTC (KOSDAQ:204270) Has A Fair Chunk Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jul 15JNTC Co., Ltd. Unveils Next-Generation Glass Substrate for SemiconductorsJNTC Co., Ltd. hosted a product launch on June 30 at the Korea Exchange Conference Hall, unveiling its new Through-Glass-Via (TGV) glass substrate under the theme Carving Semiconductors into Glass, the Dream Material.' The event drew more than 200 attendees, including journalists and investors. CEO Andrew Cho introduced the proprietary TGV glass substrate as a breakthrough solution to the limitations of plastic-based substrates. Designed for AI and high-performance computing applications, the substrate offers excellent flatness and thermal stability, which help reduce warpage and heat generation under high-speed processing. JNTC completed its domestic production line in June and expects to begin full-scale manufacturing in August, following test runs in July. Unlike competitors, JNTC built and engineered most of its core production equipment in-house, enabling cost efficiency and full process independence. This approach cut initial investment costs to about one-fifth of the industry average. The newly unveiled substrates support various sizes and thicknesses and feature high-precision via holes (0% microcrack). JNTC also developed its own etching, metalizing (void free), and processing technologies, achieving yields above 90% with minimal defects. Additional packaging features such as alignment marks and cities have undergone performance verification with global semiconductor leaders.New Risk • Apr 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change).分析記事 • Mar 14JNTC Co., Ltd.'s (KOSDAQ:204270) 33% Cheaper Price Remains In Tune With RevenuesJNTC Co., Ltd. ( KOSDAQ:204270 ) shareholders won't be pleased to see that the share price has had a very rough month...お知らせ • Mar 01JNTC Co., Ltd., Annual General Meeting, Mar 31, 2025JNTC Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 81-9, gunae-gil, jeongnam-myeon, gyeonggi-do, hwaseong South KoreaPrice Target Changed • Feb 20Price target increased by 11% to ₩26,000Up from ₩23,500, the current price target is an average from 2 analysts. New target price is 6.1% above last closing price of ₩24,500. Stock is up 93% over the past year. The company is forecast to post a net loss per share of ₩70.00 compared to earnings per share of ₩311 last year.New Risk • Feb 12New 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 14% 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.分析記事 • Jan 09JNTC Co., Ltd.'s (KOSDAQ:204270) 27% Jump Shows Its Popularity With InvestorsThose holding JNTC Co., Ltd. ( KOSDAQ:204270 ) shares would be relieved that the share price has rebounded 27% in the...New Risk • Dec 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 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. This is currently the only risk that has been identified for the company.Major Estimate Revision • Nov 22Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩360.7m to ₩304.9m. Forecast loss of -₩70.00, down from profit of ₩395 per share profit previously. Electronic industry in South Korea expected to see average net income growth of 38% next year. Consensus price target up from ₩23,500 to ₩24,500. Share price rose 5.1% to ₩19,290 over the past week.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩19,020, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 163% over the past three years.分析記事 • Nov 11JNTC Co., Ltd.'s (KOSDAQ:204270) Popularity With Investors Under Threat As Stock Sinks 26%JNTC Co., Ltd. ( KOSDAQ:204270 ) shares have had a horrible month, losing 26% after a relatively good period...分析記事 • Nov 08Returns On Capital At JNTC (KOSDAQ:204270) Paint A Concerning PictureIf 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 • Nov 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩19,300, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 137% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,330 per share.Buy Or Sell Opportunity • Oct 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to ₩20,950. The fair value is estimated to be ₩26,458, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 184% in the next 2 years.分析記事 • Oct 21We Think JNTC (KOSDAQ:204270) Is Taking Some Risk With Its DebtHoward 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 • Oct 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩25,800, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,958 per share.Buy Or Sell Opportunity • Sep 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to ₩20,900. The fair value is estimated to be ₩26,614, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 184% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩22,000, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,713 per share.分析記事 • Sep 13Should You Think About Buying JNTC Co., Ltd. (KOSDAQ:204270) Now?JNTC Co., Ltd. ( KOSDAQ:204270 ), is not the largest company out there, but it saw a decent share price growth of 20...New Risk • Sep 12New 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 Interest payments are not well covered by earnings (2.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩15,780, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,088 per share.Major Estimate Revision • Aug 17Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩523.6m to ₩476.3m. EPS estimate also fell from ₩1,598 per share to ₩1,229 per share. Net income forecast to grow 62% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩30,500 to ₩26,833. Share price fell 6.6% to ₩17,590 over the past week.分析記事 • Aug 16JNTC Co., Ltd. (KOSDAQ:204270) Stocks Pounded By 27% But Not Lagging Industry On Growth Or PricingJNTC Co., Ltd. ( KOSDAQ:204270 ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩18,130, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,317 per share.Buy Or Sell Opportunity • Jul 17Now 22% undervaluedOver the last 90 days, the stock has risen 6.4% to ₩24,050. The fair value is estimated to be ₩30,802, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 66% in 2 years. Earnings are forecast to grow by 142% in the next 2 years.分析記事 • Jun 19Investors Appear Satisfied With JNTC Co., Ltd.'s (KOSDAQ:204270) Prospects As Shares Rocket 62%JNTC Co., Ltd. ( KOSDAQ:204270 ) shares have continued their recent momentum with a 62% gain in the last month alone...Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩25,400, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩28,099 per share.Reported Earnings • May 18First quarter 2024 earnings released: EPS: ₩567 (vs ₩52.00 in 1Q 2023)First quarter 2024 results: EPS: ₩567 (up from ₩52.00 in 1Q 2023). Revenue: ₩127.1b (up 122% from 1Q 2023). Net income: ₩32.3b (up ₩29.4b from 1Q 2023). Profit margin: 26% (up from 5.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • May 15Consensus EPS estimates increase by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩538.4m to ₩550.6m. EPS estimate increased from ₩1,336 to ₩1,699 per share. Net income forecast to grow 453% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩19,000 to ₩23,167. Share price was steady at ₩18,400 over the past week.分析記事 • May 13Is JNTC Co., Ltd. (KOSDAQ:204270) Trading At A 45% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, JNTC fair value estimate is ₩33,748 JNTC is estimated to be...分析記事 • Apr 26Market Participants Recognise JNTC Co., Ltd.'s (KOSDAQ:204270) Revenues Pushing Shares 51% HigherJNTC Co., Ltd. ( KOSDAQ:204270 ) shares have continued their recent momentum with a 51% gain in the last month alone...Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩22,600, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,526 per share.分析記事 • Apr 16Returns On Capital Signal Tricky Times Ahead For JNTC (KOSDAQ:204270)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Apr 14Price target increased by 16% to ₩19,000Up from ₩16,333, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₩19,460. Stock is up 141% over the past year. The company is forecast to post earnings per share of ₩1,336 for next year compared to ₩311 last year.New Risk • Apr 08New 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 14% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change).分析記事 • Mar 29Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩14,390, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 42% over the past three years.New Risk • Mar 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).分析記事 • Mar 07Investors Appear Satisfied With JNTC Co., Ltd.'s (KOSDAQ:204270) Prospects As Shares Rocket 27%JNTC Co., Ltd. ( KOSDAQ:204270 ) shareholders would be excited to see that the share price has had a great month...Price Target Changed • Jan 25Price target increased by 31% to ₩17,000Up from ₩13,000, the current price target is provided by 1 analyst. New target price is 46% above last closing price of ₩11,640. Stock is up 101% over the past year. The company is forecast to post earnings per share of ₩631 next year compared to a net loss per share of ₩1,029 last year.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩8,190, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 33% over the past year.分析記事 • Mar 24I Ran A Stock Scan For Earnings Growth And JNTC (KOSDAQ:204270) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Mar 03Declining Stock and Solid Fundamentals: Is The Market Wrong About JNTC Co., Ltd. (KOSDAQ:204270)?With its stock down 12% over the past three months, it is easy to disregard JNTC (KOSDAQ:204270). However, a closer...Is New 90 Day High Low • Feb 24New 90-day low: ₩10,050The company is down 9.0% from its price of ₩11,050 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,764 per share.分析記事 • Jan 21Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Jan 10New 90-day high: ₩11,950The company is up 1.0% from its price of ₩11,850 on 12 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,814 per share.分析記事 • Dec 17Should You Rely On JNTC's (KOSDAQ:204270) Earnings Growth?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Is New 90 Day High Low • Oct 16New 90-day low: ₩11,250The company is down 16% from its price of ₩13,450 on 17 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩5,679 per share.Is New 90 Day High Low • Sep 25New 90-day low: ₩11,550The company is down 18% from its price of ₩14,050 on 26 June 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.財務状況分析短期負債: A204270の 短期資産 ( ₩129.8B ) は 短期負債 ( ₩270.9B ) をカバーしていません。長期負債: A204270の短期資産 ( ₩129.8B ) が 長期負債 ( ₩29.5B ) 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: A204270の 純負債対資本比率 ( 80.8% ) は 高い と見なされます。負債の削減: A204270の負債対資本比率は、過去 5 年間で28.5%から96.7%に増加しました。債務返済能力: A204270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: A204270の負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 23:50終値2026/05/22 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JNTC Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.
分析記事 • Feb 16Is JNTC (KOSDAQ:204270) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 10Does JNTC (KOSDAQ:204270) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Aug 01We Think JNTC (KOSDAQ:204270) Has A Fair Chunk Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Oct 21We Think JNTC (KOSDAQ:204270) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 29Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jan 21Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Mar 04New 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 11% 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 (11% average weekly change).
お知らせ • Mar 04JNTC Co., Ltd., Annual General Meeting, Mar 31, 2026JNTC Co., Ltd., Annual General Meeting, Mar 31, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 240-5, naehyangan-gil, jeongnam-myeon, gyeonggi-do, hwaseong South Korea
分析記事 • Feb 16Is JNTC (KOSDAQ:204270) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 21JNTC Co., Ltd.'s (KOSDAQ:204270) Stock Retreats 29% But Revenues Haven't Escaped The Attention Of InvestorsThe JNTC Co., Ltd. ( KOSDAQ:204270 ) share price has softened a substantial 29% over the previous 30 days, handing back...
Buy Or Sell Opportunity • Nov 21Now 25% undervaluedOver the last 90 days, the stock has risen 9.3% to ₩18,630. The fair value is estimated to be ₩24,758, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 10Does JNTC (KOSDAQ:204270) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Oct 21At ₩26,050, Is JNTC Co., Ltd. (KOSDAQ:204270) Worth Looking At Closely?JNTC Co., Ltd. ( KOSDAQ:204270 ), might not be a large cap stock, but it received a lot of attention from a substantial...
New Risk • Sep 25New 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 7.5% 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 (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).
分析記事 • Sep 08Revenues Tell The Story For JNTC Co., Ltd. (KOSDAQ:204270)When close to half the companies in the Electronic industry in Korea have price-to-sales ratios (or "P/S") below 0.8x...
分析記事 • Aug 01We Think JNTC (KOSDAQ:204270) Has A Fair Chunk Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jul 15JNTC Co., Ltd. Unveils Next-Generation Glass Substrate for SemiconductorsJNTC Co., Ltd. hosted a product launch on June 30 at the Korea Exchange Conference Hall, unveiling its new Through-Glass-Via (TGV) glass substrate under the theme Carving Semiconductors into Glass, the Dream Material.' The event drew more than 200 attendees, including journalists and investors. CEO Andrew Cho introduced the proprietary TGV glass substrate as a breakthrough solution to the limitations of plastic-based substrates. Designed for AI and high-performance computing applications, the substrate offers excellent flatness and thermal stability, which help reduce warpage and heat generation under high-speed processing. JNTC completed its domestic production line in June and expects to begin full-scale manufacturing in August, following test runs in July. Unlike competitors, JNTC built and engineered most of its core production equipment in-house, enabling cost efficiency and full process independence. This approach cut initial investment costs to about one-fifth of the industry average. The newly unveiled substrates support various sizes and thicknesses and feature high-precision via holes (0% microcrack). JNTC also developed its own etching, metalizing (void free), and processing technologies, achieving yields above 90% with minimal defects. Additional packaging features such as alignment marks and cities have undergone performance verification with global semiconductor leaders.
New Risk • Apr 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change).
分析記事 • Mar 14JNTC Co., Ltd.'s (KOSDAQ:204270) 33% Cheaper Price Remains In Tune With RevenuesJNTC Co., Ltd. ( KOSDAQ:204270 ) shareholders won't be pleased to see that the share price has had a very rough month...
お知らせ • Mar 01JNTC Co., Ltd., Annual General Meeting, Mar 31, 2025JNTC Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 81-9, gunae-gil, jeongnam-myeon, gyeonggi-do, hwaseong South Korea
Price Target Changed • Feb 20Price target increased by 11% to ₩26,000Up from ₩23,500, the current price target is an average from 2 analysts. New target price is 6.1% above last closing price of ₩24,500. Stock is up 93% over the past year. The company is forecast to post a net loss per share of ₩70.00 compared to earnings per share of ₩311 last year.
New Risk • Feb 12New 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 14% 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.
分析記事 • Jan 09JNTC Co., Ltd.'s (KOSDAQ:204270) 27% Jump Shows Its Popularity With InvestorsThose holding JNTC Co., Ltd. ( KOSDAQ:204270 ) shares would be relieved that the share price has rebounded 27% in the...
New Risk • Dec 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 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. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Nov 22Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩360.7m to ₩304.9m. Forecast loss of -₩70.00, down from profit of ₩395 per share profit previously. Electronic industry in South Korea expected to see average net income growth of 38% next year. Consensus price target up from ₩23,500 to ₩24,500. Share price rose 5.1% to ₩19,290 over the past week.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩19,020, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 163% over the past three years.
分析記事 • Nov 11JNTC Co., Ltd.'s (KOSDAQ:204270) Popularity With Investors Under Threat As Stock Sinks 26%JNTC Co., Ltd. ( KOSDAQ:204270 ) shares have had a horrible month, losing 26% after a relatively good period...
分析記事 • Nov 08Returns On Capital At JNTC (KOSDAQ:204270) Paint A Concerning PictureIf 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 • Nov 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩19,300, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 137% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,330 per share.
Buy Or Sell Opportunity • Oct 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to ₩20,950. The fair value is estimated to be ₩26,458, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 184% in the next 2 years.
分析記事 • Oct 21We Think JNTC (KOSDAQ:204270) Is Taking Some Risk With Its DebtHoward 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 • Oct 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩25,800, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,958 per share.
Buy Or Sell Opportunity • Sep 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to ₩20,900. The fair value is estimated to be ₩26,614, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 184% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩22,000, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,713 per share.
分析記事 • Sep 13Should You Think About Buying JNTC Co., Ltd. (KOSDAQ:204270) Now?JNTC Co., Ltd. ( KOSDAQ:204270 ), is not the largest company out there, but it saw a decent share price growth of 20...
New Risk • Sep 12New 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 Interest payments are not well covered by earnings (2.9x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change).
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩15,780, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩26,088 per share.
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩523.6m to ₩476.3m. EPS estimate also fell from ₩1,598 per share to ₩1,229 per share. Net income forecast to grow 62% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩30,500 to ₩26,833. Share price fell 6.6% to ₩17,590 over the past week.
分析記事 • Aug 16JNTC Co., Ltd. (KOSDAQ:204270) Stocks Pounded By 27% But Not Lagging Industry On Growth Or PricingJNTC Co., Ltd. ( KOSDAQ:204270 ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩18,130, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,317 per share.
Buy Or Sell Opportunity • Jul 17Now 22% undervaluedOver the last 90 days, the stock has risen 6.4% to ₩24,050. The fair value is estimated to be ₩30,802, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 66% in 2 years. Earnings are forecast to grow by 142% in the next 2 years.
分析記事 • Jun 19Investors Appear Satisfied With JNTC Co., Ltd.'s (KOSDAQ:204270) Prospects As Shares Rocket 62%JNTC Co., Ltd. ( KOSDAQ:204270 ) shares have continued their recent momentum with a 62% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩25,400, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩28,099 per share.
Reported Earnings • May 18First quarter 2024 earnings released: EPS: ₩567 (vs ₩52.00 in 1Q 2023)First quarter 2024 results: EPS: ₩567 (up from ₩52.00 in 1Q 2023). Revenue: ₩127.1b (up 122% from 1Q 2023). Net income: ₩32.3b (up ₩29.4b from 1Q 2023). Profit margin: 26% (up from 5.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • May 15Consensus EPS estimates increase by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩538.4m to ₩550.6m. EPS estimate increased from ₩1,336 to ₩1,699 per share. Net income forecast to grow 453% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩19,000 to ₩23,167. Share price was steady at ₩18,400 over the past week.
分析記事 • May 13Is JNTC Co., Ltd. (KOSDAQ:204270) Trading At A 45% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, JNTC fair value estimate is ₩33,748 JNTC is estimated to be...
分析記事 • Apr 26Market Participants Recognise JNTC Co., Ltd.'s (KOSDAQ:204270) Revenues Pushing Shares 51% HigherJNTC Co., Ltd. ( KOSDAQ:204270 ) shares have continued their recent momentum with a 51% gain in the last month alone...
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩22,600, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,526 per share.
分析記事 • Apr 16Returns On Capital Signal Tricky Times Ahead For JNTC (KOSDAQ:204270)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Apr 14Price target increased by 16% to ₩19,000Up from ₩16,333, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₩19,460. Stock is up 141% over the past year. The company is forecast to post earnings per share of ₩1,336 for next year compared to ₩311 last year.
New Risk • Apr 08New 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 14% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change).
分析記事 • Mar 29Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩14,390, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 42% over the past three years.
New Risk • Mar 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).
分析記事 • Mar 07Investors Appear Satisfied With JNTC Co., Ltd.'s (KOSDAQ:204270) Prospects As Shares Rocket 27%JNTC Co., Ltd. ( KOSDAQ:204270 ) shareholders would be excited to see that the share price has had a great month...
Price Target Changed • Jan 25Price target increased by 31% to ₩17,000Up from ₩13,000, the current price target is provided by 1 analyst. New target price is 46% above last closing price of ₩11,640. Stock is up 101% over the past year. The company is forecast to post earnings per share of ₩631 next year compared to a net loss per share of ₩1,029 last year.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩8,190, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 33% over the past year.
分析記事 • Mar 24I Ran A Stock Scan For Earnings Growth And JNTC (KOSDAQ:204270) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Mar 03Declining Stock and Solid Fundamentals: Is The Market Wrong About JNTC Co., Ltd. (KOSDAQ:204270)?With its stock down 12% over the past three months, it is easy to disregard JNTC (KOSDAQ:204270). However, a closer...
Is New 90 Day High Low • Feb 24New 90-day low: ₩10,050The company is down 9.0% from its price of ₩11,050 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,764 per share.
分析記事 • Jan 21Is JNTC (KOSDAQ:204270) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Jan 10New 90-day high: ₩11,950The company is up 1.0% from its price of ₩11,850 on 12 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,814 per share.
分析記事 • Dec 17Should You Rely On JNTC's (KOSDAQ:204270) Earnings Growth?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Is New 90 Day High Low • Oct 16New 90-day low: ₩11,250The company is down 16% from its price of ₩13,450 on 17 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩5,679 per share.
Is New 90 Day High Low • Sep 25New 90-day low: ₩11,550The company is down 18% from its price of ₩14,050 on 26 June 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.