View ValuationActRO 将来の成長Future 基準チェック /16ActRO利益と収益がそれぞれ年間19.6%と11.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.8% 17.2%なると予測されています。主要情報19.6%収益成長率17.23%EPS成長率Electronic 収益成長36.7%収益成長率11.6%将来の株主資本利益率14.82%アナリストカバレッジLow最終更新日28 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩13,190, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 84% over the past three years.分析記事 • May 22Impressive Earnings May Not Tell The Whole Story For ActRO (KOSDAQ:290740)Despite announcing strong earnings, ActRO Co., Ltd's ( KOSDAQ:290740 ) stock was sluggish. We did some digging and...New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% 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 (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩135.2b market cap, or US$89.8m).分析記事 • May 20At ₩15,500, Is ActRO Co., Ltd (KOSDAQ:290740) Worth Looking At Closely?ActRO Co., Ltd ( KOSDAQ:290740 ), might not be a large cap stock, but it saw significant share price movement during...Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩15,900, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 110% over the past three years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩19,110, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 137% over the past three years.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩143.5b (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (₩143.5b market cap, or US$95.7m).分析記事 • Mar 27Is Now The Time To Put ActRO (KOSDAQ:290740) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩19,120, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 211% over the past three years.お知らせ • Feb 24ActRO Co., Ltd, Annual General Meeting, Mar 27, 2026ActRO Co., Ltd, Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 13, heungdeok 1-ro, giheung-gu, gyeonggi-do, yongin South Korea分析記事 • Jan 30There's Reason For Concern Over ActRO Co., Ltd's (KOSDAQ:290740) Massive 42% Price JumpActRO Co., Ltd ( KOSDAQ:290740 ) shares have continued their recent momentum with a 42% gain in the last month alone...Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩18,850, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 215% over the past three years.分析記事 • Jan 13Calculating The Intrinsic Value Of ActRO Co., Ltd (KOSDAQ:290740)Key Insights Using the 2 Stage Free Cash Flow to Equity, ActRO fair value estimate is ₩25,004 Current share price of...Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩17,040, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electronic industry in South Korea. Total returns to shareholders of 193% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 April 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (0.9%).New Risk • Dec 16New 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₩106.8b market cap, or US$72.4m).Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,510, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 19% over the past three years.分析記事 • Nov 19We Think You Can Look Beyond ActRO's (KOSDAQ:290740) Lackluster EarningsActRO Co., Ltd's ( KOSDAQ:290740 ) stock was strong despite it releasing a soft earnings report last week. However, we...Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₩472 (vs ₩11.00 loss in 3Q 2024)Third quarter 2025 results: EPS: ₩472 (up from ₩11.00 loss in 3Q 2024). Revenue: ₩71.3b (up 55% from 3Q 2024). Net income: ₩4.33b (up ₩4.43b from 3Q 2024). Profit margin: 6.1% (up from net loss in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Nov 09ActRO (KOSDAQ:290740) Has Announced A Dividend Of ₩100.00ActRO Co., Ltd ( KOSDAQ:290740 ) will pay a dividend of ₩100.00 on the 30th of April. The dividend yield will be 1.9...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 30th April 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments.お知らせ • Nov 07ActRO Co., Ltd announces Annual dividend, payable on April 30, 2026ActRO Co., Ltd announced Annual dividend of KRW 100.0000 per share payable on April 30, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩17.00 (vs ₩109 in 2Q 2024)Second quarter 2025 results: EPS: ₩17.00 (down from ₩109 in 2Q 2024). Revenue: ₩58.3b (up 43% from 2Q 2024). Net income: ₩151.7m (down 85% from 2Q 2024). Profit margin: 0.3% (down from 2.5% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • May 21Be Wary Of ActRO (KOSDAQ:290740) And Its Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Mar 24ActRO's (KOSDAQ:290740) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern ActRO Co., Ltd's ( KOSDAQ:290740 ) shareholders over the last week. We think...New Risk • Mar 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 36% 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 Risks Earnings have declined by 25% per year over the past 5 years. High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (₩56.1b market cap, or US$38.3m).お知らせ • Feb 25ActRO Co., Ltd, Annual General Meeting, Mar 28, 2025ActRO Co., Ltd, Annual General Meeting, Mar 28, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 13, heungdeok 1-ro, giheung-gu, gyeonggi-do, yongin South Korea分析記事 • Feb 13Be Wary Of ActRO (KOSDAQ:290740) And Its Returns On CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩6,100, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 15x in the Electronic industry in South Korea. Total loss to shareholders of 20% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 30 April 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩48.0b market cap, or US$33.4m).分析記事 • Dec 09Not Many Are Piling Into ActRO Co., Ltd (KOSDAQ:290740) Just YetThere wouldn't be many who think ActRO Co., Ltd's ( KOSDAQ:290740 ) price-to-sales (or "P/S") ratio of 0.2x is worth a...Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₩109 (vs ₩139 in 2Q 2023)Second quarter 2024 results: EPS: ₩109 (down from ₩139 in 2Q 2023). Revenue: ₩40.9b (up 32% from 2Q 2023). Net income: ₩1.02b (down 22% from 2Q 2023). Profit margin: 2.5% (down from 4.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Aug 12Returns On Capital At ActRO (KOSDAQ:290740) Paint A Concerning PictureIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...分析記事 • Mar 25Shareholders Will Be Pleased With The Quality of ActRO's (KOSDAQ:290740) EarningsEven though ActRO Co., Ltd's ( KOSDAQ:290740 ) recent earnings release was robust, the market didn't seem to notice. We...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩616 (vs ₩985 loss in FY 2022)Full year 2023 results: EPS: ₩616 (up from ₩985 loss in FY 2022). Revenue: ₩156.8b (up 18% from FY 2022). Net income: ₩5.75b (up ₩15.1b from FY 2022). Profit margin: 3.7% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).お知らせ • Dec 01ActRO Co., Ltd (KOSDAQ:A290740) announces an Equity Buyback for KRW 1,000 million worth of its shares.ActRO Co., Ltd (KOSDAQ:A290740) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares under the contract with Shinhan Investment. The purpose of the program is to enhance shareholders’ value through stabilizing stock price. The repurchase program will expire on May 29, 2023. As of November 29, 2022, the company had 582,207 shares in treasury under the dividend capacity and no shares in treasury under other buyback.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩9,250, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 16x in the Electronic industry in South Korea. Total returns to shareholders of 14% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).Reported Earnings • Mar 19Full year 2020 earnings released: EPS ₩208 (vs ₩1,484 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩132.3b (up 23% from FY 2019). Net income: ₩2.06b (down 86% from FY 2019). Profit margin: 1.6% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.分析記事 • Mar 10Could ActRO Co., Ltd (KOSDAQ:290740) Have The Makings Of Another Dividend Aristocrat?Is ActRO Co., Ltd ( KOSDAQ:290740 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Feb 24New 90-day low: ₩9,520The company is down 5.0% from its price of ₩9,990 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.分析記事 • Feb 04ActRO Co., Ltd's (KOSDAQ:290740) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at ActRO's (KOSDAQ:290740) recent performance, when its stock has declined 16...分析記事 • Jan 20Will ActRO (KOSDAQ:290740) Multiply In Value Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Jan 05What Does ActRO Co., Ltd's (KOSDAQ:290740) Share Price Indicate?ActRO Co., Ltd ( KOSDAQ:290740 ), is not the largest company out there, but it saw a significant share price rise of...分析記事 • Dec 23What Type Of Returns Would ActRO's(KOSDAQ:290740) Shareholders Have Earned If They Purchased Their SharesYear Ago?ActRO Co., Ltd ( KOSDAQ:290740 ) shareholders should be happy to see the share price up 15% in the last month. But that...Upcoming Dividend • Dec 22Upcoming Dividend of ₩200 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.8% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.5%).分析記事 • Dec 10Is ActRO Co., Ltd (KOSDAQ:290740) A Smart Choice For Dividend Investors?Is ActRO Co., Ltd ( KOSDAQ:290740 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Nov 25We're Not So Sure You Should Rely on ActRO's (KOSDAQ:290740) Statutory EarningsAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Is New 90 Day High Low • Nov 17New 90-day low: ₩9,890The company is down 20% from its price of ₩12,350 on 19 August 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 8.0% over the same period.Is New 90 Day High Low • Oct 22New 90-day low: ₩10,450The company is down 25% from its price of ₩13,850 on 24 July 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 5.0% over the same period.業績と収益の成長予測KOSDAQ:A290740 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028329,70018,70020,90026,900112/31/2027294,90014,90017,80023,200112/31/2026261,20013,6005,60012,60013/31/2026240,57110,372-4,90813,227N/A12/31/2025244,9397,3763,85919,866N/A9/30/2025243,5892,2574,44013,120N/A6/30/2025218,353-2,17111,68823,767N/A3/31/2025200,965-1,306-15,654-3,926N/A12/31/2024203,0841,485-11,818-337N/A9/30/2024199,7595,80910,45522,864N/A6/30/2024191,6007,3471,59511,183N/A3/31/2024181,7147,62523,85233,317N/A12/31/2023156,8465,74615,32124,924N/A9/30/2023136,741-5,2115,6944,847N/A6/30/2023133,001-5,5733036,621N/A3/31/2023131,834-7,527-7,75451N/A12/31/2022132,980-9,330-4,5483,365N/A9/30/2022119,842-1,879-8,41611,291N/A6/30/2022111,578418-5,3256,271N/A3/31/2022103,3327295,10314,340N/A12/31/202192,3262,8713,87913,243N/A9/30/202196,5041,576-17,198-8,463N/A6/30/2021103,746-2,1051,07010,058N/A3/31/2021103,122-3,191-1,9117,478N/A12/31/2020132,2732,062-9,4691,466N/A9/30/2020119,9734,0162,95116,677N/A6/30/2020117,8639,257-97613,288N/A3/31/2020120,27115,263-6,26910,024N/A12/31/2019107,84514,595N/A22,921N/A9/30/2019112,52914,507N/A30,230N/A6/30/2019100,49711,542N/A18,648N/A3/31/201996,4349,771N/A12,484N/A12/31/2018105,63213,690N/A17,828N/A9/30/2018107,30914,533N/A15,886N/A3/31/2018116,63115,260N/A33,252N/A12/31/201791,0307,084N/A23,426N/A12/31/201633,665851N/A3,544N/A12/31/201529,8383,173N/A5,052N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A290740の予測収益成長率 (年間19.6% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A290740の収益 ( 19.6% ) KR市場 ( 34.3% ) よりも低い成長が予測されています。高成長収益: A290740の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A290740の収益 ( 11.6% ) KR市場 ( 17.2% ) よりも低い成長が予測されています。高い収益成長: A290740の収益 ( 11.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A290740の 自己資本利益率 は、3年後には低くなると予測されています ( 14.8 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/22 01:09終値2026/06/22 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ActRO 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。2 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.Joo-won AhnYuanta Securities Korea Co., Ltd.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩13,190, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 84% over the past three years.
分析記事 • May 22Impressive Earnings May Not Tell The Whole Story For ActRO (KOSDAQ:290740)Despite announcing strong earnings, ActRO Co., Ltd's ( KOSDAQ:290740 ) stock was sluggish. We did some digging and...
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% 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 (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩135.2b market cap, or US$89.8m).
分析記事 • May 20At ₩15,500, Is ActRO Co., Ltd (KOSDAQ:290740) Worth Looking At Closely?ActRO Co., Ltd ( KOSDAQ:290740 ), might not be a large cap stock, but it saw significant share price movement during...
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩15,900, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 110% over the past three years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩19,110, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 137% over the past three years.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩143.5b (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (₩143.5b market cap, or US$95.7m).
分析記事 • Mar 27Is Now The Time To Put ActRO (KOSDAQ:290740) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩19,120, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 211% over the past three years.
お知らせ • Feb 24ActRO Co., Ltd, Annual General Meeting, Mar 27, 2026ActRO Co., Ltd, Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 13, heungdeok 1-ro, giheung-gu, gyeonggi-do, yongin South Korea
分析記事 • Jan 30There's Reason For Concern Over ActRO Co., Ltd's (KOSDAQ:290740) Massive 42% Price JumpActRO Co., Ltd ( KOSDAQ:290740 ) shares have continued their recent momentum with a 42% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩18,850, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 215% over the past three years.
分析記事 • Jan 13Calculating The Intrinsic Value Of ActRO Co., Ltd (KOSDAQ:290740)Key Insights Using the 2 Stage Free Cash Flow to Equity, ActRO fair value estimate is ₩25,004 Current share price of...
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩17,040, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electronic industry in South Korea. Total returns to shareholders of 193% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 April 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (0.9%).
New Risk • Dec 16New 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₩106.8b market cap, or US$72.4m).
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,510, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 19% over the past three years.
分析記事 • Nov 19We Think You Can Look Beyond ActRO's (KOSDAQ:290740) Lackluster EarningsActRO Co., Ltd's ( KOSDAQ:290740 ) stock was strong despite it releasing a soft earnings report last week. However, we...
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₩472 (vs ₩11.00 loss in 3Q 2024)Third quarter 2025 results: EPS: ₩472 (up from ₩11.00 loss in 3Q 2024). Revenue: ₩71.3b (up 55% from 3Q 2024). Net income: ₩4.33b (up ₩4.43b from 3Q 2024). Profit margin: 6.1% (up from net loss in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Nov 09ActRO (KOSDAQ:290740) Has Announced A Dividend Of ₩100.00ActRO Co., Ltd ( KOSDAQ:290740 ) will pay a dividend of ₩100.00 on the 30th of April. The dividend yield will be 1.9...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 30th April 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments.
お知らせ • Nov 07ActRO Co., Ltd announces Annual dividend, payable on April 30, 2026ActRO Co., Ltd announced Annual dividend of KRW 100.0000 per share payable on April 30, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩17.00 (vs ₩109 in 2Q 2024)Second quarter 2025 results: EPS: ₩17.00 (down from ₩109 in 2Q 2024). Revenue: ₩58.3b (up 43% from 2Q 2024). Net income: ₩151.7m (down 85% from 2Q 2024). Profit margin: 0.3% (down from 2.5% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • May 21Be Wary Of ActRO (KOSDAQ:290740) And Its Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Mar 24ActRO's (KOSDAQ:290740) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern ActRO Co., Ltd's ( KOSDAQ:290740 ) shareholders over the last week. We think...
New Risk • Mar 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 36% 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 Risks Earnings have declined by 25% per year over the past 5 years. High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (₩56.1b market cap, or US$38.3m).
お知らせ • Feb 25ActRO Co., Ltd, Annual General Meeting, Mar 28, 2025ActRO Co., Ltd, Annual General Meeting, Mar 28, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 13, heungdeok 1-ro, giheung-gu, gyeonggi-do, yongin South Korea
分析記事 • Feb 13Be Wary Of ActRO (KOSDAQ:290740) And Its Returns On CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩6,100, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 15x in the Electronic industry in South Korea. Total loss to shareholders of 20% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 30 April 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩48.0b market cap, or US$33.4m).
分析記事 • Dec 09Not Many Are Piling Into ActRO Co., Ltd (KOSDAQ:290740) Just YetThere wouldn't be many who think ActRO Co., Ltd's ( KOSDAQ:290740 ) price-to-sales (or "P/S") ratio of 0.2x is worth a...
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₩109 (vs ₩139 in 2Q 2023)Second quarter 2024 results: EPS: ₩109 (down from ₩139 in 2Q 2023). Revenue: ₩40.9b (up 32% from 2Q 2023). Net income: ₩1.02b (down 22% from 2Q 2023). Profit margin: 2.5% (down from 4.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Aug 12Returns On Capital At ActRO (KOSDAQ:290740) Paint A Concerning PictureIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
分析記事 • Mar 25Shareholders Will Be Pleased With The Quality of ActRO's (KOSDAQ:290740) EarningsEven though ActRO Co., Ltd's ( KOSDAQ:290740 ) recent earnings release was robust, the market didn't seem to notice. We...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩616 (vs ₩985 loss in FY 2022)Full year 2023 results: EPS: ₩616 (up from ₩985 loss in FY 2022). Revenue: ₩156.8b (up 18% from FY 2022). Net income: ₩5.75b (up ₩15.1b from FY 2022). Profit margin: 3.7% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).
お知らせ • Dec 01ActRO Co., Ltd (KOSDAQ:A290740) announces an Equity Buyback for KRW 1,000 million worth of its shares.ActRO Co., Ltd (KOSDAQ:A290740) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares under the contract with Shinhan Investment. The purpose of the program is to enhance shareholders’ value through stabilizing stock price. The repurchase program will expire on May 29, 2023. As of November 29, 2022, the company had 582,207 shares in treasury under the dividend capacity and no shares in treasury under other buyback.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩9,250, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 16x in the Electronic industry in South Korea. Total returns to shareholders of 14% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).
Reported Earnings • Mar 19Full year 2020 earnings released: EPS ₩208 (vs ₩1,484 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩132.3b (up 23% from FY 2019). Net income: ₩2.06b (down 86% from FY 2019). Profit margin: 1.6% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.
分析記事 • Mar 10Could ActRO Co., Ltd (KOSDAQ:290740) Have The Makings Of Another Dividend Aristocrat?Is ActRO Co., Ltd ( KOSDAQ:290740 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Feb 24New 90-day low: ₩9,520The company is down 5.0% from its price of ₩9,990 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.
分析記事 • Feb 04ActRO Co., Ltd's (KOSDAQ:290740) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at ActRO's (KOSDAQ:290740) recent performance, when its stock has declined 16...
分析記事 • Jan 20Will ActRO (KOSDAQ:290740) Multiply In Value Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Jan 05What Does ActRO Co., Ltd's (KOSDAQ:290740) Share Price Indicate?ActRO Co., Ltd ( KOSDAQ:290740 ), is not the largest company out there, but it saw a significant share price rise of...
分析記事 • Dec 23What Type Of Returns Would ActRO's(KOSDAQ:290740) Shareholders Have Earned If They Purchased Their SharesYear Ago?ActRO Co., Ltd ( KOSDAQ:290740 ) shareholders should be happy to see the share price up 15% in the last month. But that...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩200 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.8% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.5%).
分析記事 • Dec 10Is ActRO Co., Ltd (KOSDAQ:290740) A Smart Choice For Dividend Investors?Is ActRO Co., Ltd ( KOSDAQ:290740 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Nov 25We're Not So Sure You Should Rely on ActRO's (KOSDAQ:290740) Statutory EarningsAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Is New 90 Day High Low • Nov 17New 90-day low: ₩9,890The company is down 20% from its price of ₩12,350 on 19 August 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 8.0% over the same period.
Is New 90 Day High Low • Oct 22New 90-day low: ₩10,450The company is down 25% from its price of ₩13,850 on 24 July 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 5.0% over the same period.