View ValuationKorea Circuit 将来の成長Future 基準チェック /46Korea Circuit利益と収益がそれぞれ年間36.7%と14.5%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23.6% 41%なると予測されています。主要情報36.7%収益成長率40.96%EPS成長率Electronic 収益成長37.4%収益成長率14.5%将来の株主資本利益率23.63%アナリストカバレッジLow最終更新日18 May 2026今後の成長に関する最新情報Price Target Changed • Nov 24Price target increased by 152% to ₩40,000Up from ₩15,900, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩28,000. Stock is up 236% over the past year. The company is forecast to post earnings per share of ₩1,447 next year compared to a net loss per share of ₩3,971 last year.Major Estimate Revision • Dec 19Consensus EPS estimates fall by 89%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -₩864 to -₩1,629 per share. Revenue forecast unchanged at ₩1.40b. Electronic industry in South Korea expected to see average net income growth of 37% next year. Consensus price target of ₩14,000 unchanged from last update. Share price rose 5.4% to ₩9,320 over the past week.Major Estimate Revision • Nov 17Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.41b to ₩1.37b. Now expected to report a loss of ₩52.50 per share instead of ₩629 per share profit previously forecast. Electronic industry in South Korea expected to see average net income growth of 14% next year. Consensus price target of ₩19,500 unchanged from last update. Share price rose 3.7% to ₩15,050 over the past week.Major Estimate Revision • Mar 18Consensus revenue estimates decrease by 13%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.70b to ₩1.49b. EPS estimate increased from ₩3,368 to ₩4,287 per share. Net income forecast to grow 35% next year vs 8.2% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩21,000 to ₩19,500. Share price was steady at ₩14,800 over the past week.Major Estimate Revision • Jan 19Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.66b to ₩1.63b. EPS estimate also fell from ₩3,840 per share to ₩3,261 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩25,000 to ₩21,000. Share price fell 3.6% to ₩13,350 over the past week.Price Target Changed • Oct 13Price target decreased to ₩31,333Down from ₩36,000, the current price target is an average from 3 analysts. New target price is 131% above last closing price of ₩13,550. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of ₩3,199 for next year compared to ₩1,772 last year.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩81,800, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 457% over the past three years.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₩84,000, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electronic industry in South Korea. Total returns to shareholders of 424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩67,100 per share.New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 62% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).Buy Or Sell Opportunity • Mar 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 111% to ₩79,100. The fair value is estimated to be ₩65,814, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 14Korea Circuit Co., Ltd., Annual General Meeting, Mar 27, 2026Korea Circuit Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 10, gangchon-ro 139beon-gil, danwon-gu, gyeonggi-do, ansan South KoreaBuy Or Sell Opportunity • Mar 04Now 30% undervaluedOver the last 90 days, the stock has risen 28% to ₩45,100. The fair value is estimated to be ₩64,288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 24Korea Circuit Co., Ltd. announces Annual dividendKorea Circuit Co., Ltd. announced Annual dividend of KRW 100.0000 per share, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Feb 04Is It Time To Consider Buying Korea Circuit Co., Ltd. (KRX:007810)?Korea Circuit Co., Ltd. ( KRX:007810 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...分析記事 • Dec 28Revenues Not Telling The Story For Korea Circuit Co., Ltd. (KRX:007810) After Shares Rise 26%Korea Circuit Co., Ltd. ( KRX:007810 ) shares have continued their recent momentum with a 26% gain in the last month...分析記事 • Dec 23Calculating The Intrinsic Value Of Korea Circuit Co., Ltd. (KRX:007810)Key Insights Korea Circuit's estimated fair value is ₩46,301 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Dec 10Korea Circuit Co., Ltd. (KOSE:A007810) signed a letter of intent to acquire Printed circuit board manufacturing division from Terranix Co. Ltd.Korea Circuit Co., Ltd. (KOSE:A007810) signed a letter of intent to acquire Printed circuit board manufacturing division from Terranix Co. Ltd on December 8, 2025. The expected completion of the transaction is February 24, 2026.お知らせ • Dec 09Korea Circuit Co., Ltd. (KOSE:A007810) acquired an additional 2.76% stake in Terranix Co. Ltd from Young Poong Electronics Co., Ltd. for KRW 3.7 billion.Korea Circuit Co., Ltd. (KOSE:A007810) acquired an additional 2.76% stake in Terranix Co. Ltd from Young Poong Electronics Co., Ltd. for KRW 3.7 billion on December 4, 2025. A cash consideration valued at KRW 20689000 per share will be paid by Korea Circuit for 180,950 shares. Korea Circuit Co., Ltd. (KOSE:A007810) completed the acquisition of an additional 2.76% stake in Terranix Co. Ltd from Young Poong Electronics Co., Ltd. on December 4, 2025.Buy Or Sell Opportunity • Dec 04Now 24% undervaluedOver the last 90 days, the stock has risen 174% to ₩35,100. The fair value is estimated to be ₩46,338, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 30Korea Circuit (KRX:007810) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Price Target Changed • Nov 24Price target increased by 152% to ₩40,000Up from ₩15,900, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩28,000. Stock is up 236% over the past year. The company is forecast to post earnings per share of ₩1,447 next year compared to a net loss per share of ₩3,971 last year.Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: ₩425 (vs ₩247 loss in 3Q 2024)Third quarter 2025 results: EPS: ₩425 (up from ₩247 loss in 3Q 2024). Revenue: ₩375.7b (up 10.0% from 3Q 2024). Net income: ₩11.6b (up ₩18.4b from 3Q 2024). Profit margin: 3.1% (up from net loss in 3Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.New Risk • Nov 14New 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 11% 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.Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 121% to ₩27,000. The fair value is estimated to be ₩34,029, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 12Optimistic Investors Push Korea Circuit Co., Ltd. (KRX:007810) Shares Up 52% But Growth Is LackingKorea Circuit Co., Ltd. ( KRX:007810 ) shares have continued their recent momentum with a 52% gain in the last month...分析記事 • Nov 05Korea Circuit (KRX:007810) Is Carrying A Fair Bit 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 06Is There Now An Opportunity In Korea Circuit Co., Ltd. (KRX:007810)?Korea Circuit Co., Ltd. ( KRX:007810 ), is not the largest company out there, but it led the KOSE gainers with a...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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Sep 09Korea Circuit Co., Ltd.'s (KRX:007810) Shares Climb 25% But Its Business Is Yet to Catch UpKorea Circuit Co., Ltd. ( KRX:007810 ) shares have continued their recent momentum with a 25% gain in the last month...New Risk • Aug 30New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2013. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported September 2013 fiscal period end). Earnings are forecast to decline by an average of 3.5% per year for the foreseeable future.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩255 (vs ₩197 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩255 (up from ₩197 loss in 2Q 2024). Revenue: ₩331.3b (down 12% from 2Q 2024). Net income: ₩6.99b (up ₩12.4b from 2Q 2024). Profit margin: 2.1% (up from net loss in 2Q 2024). Revenue is forecast to grow 7.3% 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, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.分析記事 • Jun 11Would Korea Circuit (KRX:007810) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • May 20Is Korea Circuit Co., Ltd. (KRX:007810) Trading At A 39% Discount?Key Insights The projected fair value for Korea Circuit is ₩16,279 based on 2 Stage Free Cash Flow to Equity Korea...お知らせ • Mar 14Korea Circuit Co., Ltd., Annual General Meeting, Mar 28, 2025Korea Circuit Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 10, gangchon-ro 139beon-gil, danwon-gu, gyeonggi-do, ansan South KoreaNew Risk • Feb 14New 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 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Feb 10The Price Is Right For Korea Circuit Co., Ltd. (KRX:007810)It's not a stretch to say that Korea Circuit Co., Ltd.'s ( KRX:007810 ) price-to-sales (or "P/S") ratio of 0.2x right...Major Estimate Revision • Dec 19Consensus EPS estimates fall by 89%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -₩864 to -₩1,629 per share. Revenue forecast unchanged at ₩1.40b. Electronic industry in South Korea expected to see average net income growth of 37% next year. Consensus price target of ₩14,000 unchanged from last update. Share price rose 5.4% to ₩9,320 over the past week.Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩247 loss per share (vs ₩85.00 loss in 3Q 2023)Third quarter 2024 results: ₩247 loss per share (further deteriorated from ₩85.00 loss in 3Q 2023). Revenue: ₩341.3b (down 2.6% from 3Q 2023). Net loss: ₩6.74b (loss widened 191% from 3Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.分析記事 • Sep 18We Think Korea Circuit (KRX:007810) Has A Fair Chunk Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 15Not Many Are Piling Into Korea Circuit Co., Ltd. (KRX:007810) Stock Yet As It Plummets 25%The Korea Circuit Co., Ltd. ( KRX:007810 ) share price has fared very poorly over the last month, falling by a...分析記事 • Jul 01Investors Don't See Light At End Of Korea Circuit Co., Ltd.'s (KRX:007810) TunnelKorea Circuit Co., Ltd.'s ( KRX:007810 ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy right...Reported Earnings • Mar 20Full year 2023 earnings released: ₩1,338 loss per share (vs ₩2,507 profit in FY 2022)Full year 2023 results: ₩1,338 loss per share (down from ₩2,507 profit in FY 2022). Revenue: ₩1.33t (down 17% from FY 2022). Net loss: ₩36.6b (down 153% from profit in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Major Estimate Revision • Nov 17Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.41b to ₩1.37b. Now expected to report a loss of ₩52.50 per share instead of ₩629 per share profit previously forecast. Electronic industry in South Korea expected to see average net income growth of 14% next year. Consensus price target of ₩19,500 unchanged from last update. Share price rose 3.7% to ₩15,050 over the past week.New Risk • Sep 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩19,970, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 33% over the past three years.Reported Earnings • May 20First quarter 2023 earnings released: ₩502 loss per share (vs ₩741 profit in 1Q 2022)First quarter 2023 results: ₩502 loss per share (down from ₩741 profit in 1Q 2022). Revenue: ₩336.7b (down 18% from 1Q 2022). Net loss: ₩13.7b (down 168% from profit in 1Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be ₩17,094, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 79%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Mar 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩2,507 (up from ₩2,053 in FY 2021). Revenue: ₩1.60t (up 12% from FY 2021). Net income: ₩68.6b (up 22% from FY 2021). Profit margin: 4.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 18Consensus revenue estimates decrease by 13%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.70b to ₩1.49b. EPS estimate increased from ₩3,368 to ₩4,287 per share. Net income forecast to grow 35% next year vs 8.2% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩21,000 to ₩19,500. Share price was steady at ₩14,800 over the past week.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩16,200, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 26% over the past three years.Major Estimate Revision • Jan 19Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.66b to ₩1.63b. EPS estimate also fell from ₩3,840 per share to ₩3,261 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩25,000 to ₩21,000. Share price fell 3.6% to ₩13,350 over the past week.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Oct 13Price target decreased to ₩31,333Down from ₩36,000, the current price target is an average from 3 analysts. New target price is 131% above last closing price of ₩13,550. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of ₩3,199 for next year compared to ₩1,772 last year.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩13,550, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩25,238 per share.Buying Opportunity • Aug 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be ₩24,295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 140% in the next 2 years.Price Target Changed • Jul 13Price target decreased to ₩34,250Down from ₩37,000, the current price target is an average from 4 analysts. New target price is 82% above last closing price of ₩18,850. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₩4,236 for next year compared to ₩1,772 last year.Buying Opportunity • Jun 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be ₩26,006, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 36% in 2 years. Earnings is forecast to grow by 128% in the next 2 years.Price Target Changed • Apr 27Price target increased to ₩40,500Up from ₩37,000, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₩29,550. Stock is up 130% over the past year. The company is forecast to post earnings per share of ₩4,252 for next year compared to ₩2,053 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩31,750, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 429% over the past three years.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩25,500, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 406% over the past three years.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩15,700, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 210% over the past three years.分析記事 • Apr 29Is Korea Circuit Co., Ltd. (KRX:007810) Potentially Undervalued?Korea Circuit Co., Ltd. ( KRX:007810 ), is not the largest company out there, but it saw significant share price...分析記事 • Apr 05Estimating The Intrinsic Value Of Korea Circuit Co., Ltd. (KRX:007810)How far off is Korea Circuit Co., Ltd. ( KRX:007810 ) from its intrinsic value? Using the most recent financial data...分析記事 • Mar 18We're Watching These Trends At Korea Circuit (KRX:007810)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Is New 90 Day High Low • Mar 02New 90-day low: ₩13,600The company is down 5.0% from its price of ₩14,350 on 02 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 18% over the same period.分析記事 • Feb 28Is Korea Circuit Co., Ltd.'s (KRX:007810) Shareholder Ownership Skewed Towards Insiders?A look at the shareholders of Korea Circuit Co., Ltd. ( KRX:007810 ) can tell us which group is most powerful...分析記事 • Feb 10Introducing Korea Circuit (KRX:007810), A Stock That Climbed 29% In The Last Three YearsThanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...分析記事 • Jan 23Korea Circuit (KRX:007810) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩17,150, the stock is trading at a trailing P/E ratio of 45.9x, up from the previous P/E ratio of 39.7x. This compares to an average P/E of 27x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 44%.Is New 90 Day High Low • Jan 20New 90-day high: ₩17,150The company is up 29% from its price of ₩13,300 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 42% over the same period.分析記事 • Jan 08Is There Now An Opportunity In Korea Circuit Co., Ltd. (KRX:007810)?Korea Circuit Co., Ltd. ( KRX:007810 ), is not the largest company out there, but it saw a decent share price growth in...Is New 90 Day High Low • Dec 30New 90-day high: ₩14,900The company is up 8.0% from its price of ₩13,800 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 23% over the same period.分析記事 • Dec 22Korea Circuit Co., Ltd. (KRX:007810) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that Korea Circuit's (KRX:007810) stock increased significantly by 9.2% over the...分析記事 • Dec 04Here's What To Make Of Korea Circuit's (KRX:007810) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Major Estimate Revision • Sep 19Analysts increase EPS estimates to ₩1,003The 2020 consensus revenue estimate increased from ₩896.9m to ₩920.0m. The earnings per share estimate also received an upgrade from ₩909 to ₩1,003 for the same period. Net income is expected to grow by 170% next year compared to 59% growth forecast for the Electronic industry in South Korea. The consensus price target of ₩20,000 was unchanged from the last update. Share price is down by 5.1% to ₩14,100 over the past week.業績と収益の成長予測KOSE:A007810 - 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12/31/20282,391,000200,500196,000257,500212/31/20272,046,025147,025121,000202,000412/31/20261,865,600108,15097,000160,00013/31/20261,575,03864,827-89,29913,693N/A12/31/20251,509,72540,768-37,96239,138N/A9/30/20251,396,882-87,250-10,25745,573N/A6/30/20251,362,578-104,02029,63573,145N/A3/31/20251,406,681-115,43825,24471,873N/A12/31/20241,406,957-125,91849,74099,531N/A9/30/20241,384,134-36,5226,78963,114N/A6/30/20241,393,100-32,0971,58759,565N/A3/31/20241,350,402-32,25213,24481,033N/A12/31/20231,332,234-36,607-25,08553,041N/A9/30/20231,374,189-17,605-42,15771,213N/A6/30/20231,458,04712,084-64,820104,783N/A3/31/20231,522,73634,616-105,712123,627N/A12/31/20221,596,87568,643-101,131152,599N/A9/30/20221,657,89988,081-63,427157,992N/A6/30/20221,629,59383,823-30,206131,768N/A3/31/20221,538,28369,6934,14792,012N/A12/31/20211,424,16956,19816,39666,837N/A9/30/20211,244,38325,312-9,12926,445N/A6/30/20211,135,31313,173-12,36114,562N/A3/31/20211,037,30610,310-23,8879,667N/A12/31/2020902,12111,570-7,25418,845N/A9/30/2020807,86312,95410,60734,215N/A6/30/2020646,23110,64014,31635,818N/A3/31/2020567,13211,35053,91461,296N/A12/31/2019543,424688N/A47,211N/A9/30/2019532,716-6,708N/A51,375N/A6/30/2019535,504-18,857N/A53,712N/A3/31/2019535,882-31,688N/A22,198N/A12/31/2018535,825-35,735N/A10,030N/A9/30/2018550,818-17,984N/A20,595N/A6/30/2018561,6612,381N/A11,695N/A3/31/2018580,87117,134N/A29,925N/A12/31/2017591,59923,414N/A34,765N/A9/30/2017586,90212,779N/A29,583N/A6/30/2017566,496-3,409N/A25,984N/A3/31/2017553,053-7,166N/A1,093N/A12/31/2016545,300-6,776N/A14,797N/A9/30/2016534,349-1,424N/A54,117N/A6/30/2016564,1351,748N/A62,764N/A3/31/2016560,3292,648N/A81,781N/A12/31/2015564,3373,963N/A61,607N/A9/30/2015598,86213,794N/A68,850N/A6/30/2015571,6629,429N/A64,521N/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: A007810の予測収益成長率 (年間36.7% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A007810の収益 ( 36.7% ) はKR市場 ( 31.7% ) よりも速いペースで成長すると予測されています。高成長収益: A007810の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: A007810の収益 ( 14.5% ) KR市場 ( 16.1% ) よりも低い成長が予測されています。高い収益成長: A007810の収益 ( 14.5% ) 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: A007810の 自己資本利益率 は、3年後には高くなると予測されています ( 23.6 %)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2026/06/03 05:48終値2026/06/02 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Korea Circuit Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Kangho ParkDaishin Securities Co. Ltd.Kyoungtak RohEugene Investment & Securities Co Ltd.Jongbae KimHyundai Motor Securities Co. Ltd.4 その他のアナリストを表示
Price Target Changed • Nov 24Price target increased by 152% to ₩40,000Up from ₩15,900, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩28,000. Stock is up 236% over the past year. The company is forecast to post earnings per share of ₩1,447 next year compared to a net loss per share of ₩3,971 last year.
Major Estimate Revision • Dec 19Consensus EPS estimates fall by 89%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -₩864 to -₩1,629 per share. Revenue forecast unchanged at ₩1.40b. Electronic industry in South Korea expected to see average net income growth of 37% next year. Consensus price target of ₩14,000 unchanged from last update. Share price rose 5.4% to ₩9,320 over the past week.
Major Estimate Revision • Nov 17Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.41b to ₩1.37b. Now expected to report a loss of ₩52.50 per share instead of ₩629 per share profit previously forecast. Electronic industry in South Korea expected to see average net income growth of 14% next year. Consensus price target of ₩19,500 unchanged from last update. Share price rose 3.7% to ₩15,050 over the past week.
Major Estimate Revision • Mar 18Consensus revenue estimates decrease by 13%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.70b to ₩1.49b. EPS estimate increased from ₩3,368 to ₩4,287 per share. Net income forecast to grow 35% next year vs 8.2% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩21,000 to ₩19,500. Share price was steady at ₩14,800 over the past week.
Major Estimate Revision • Jan 19Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.66b to ₩1.63b. EPS estimate also fell from ₩3,840 per share to ₩3,261 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩25,000 to ₩21,000. Share price fell 3.6% to ₩13,350 over the past week.
Price Target Changed • Oct 13Price target decreased to ₩31,333Down from ₩36,000, the current price target is an average from 3 analysts. New target price is 131% above last closing price of ₩13,550. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of ₩3,199 for next year compared to ₩1,772 last year.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩81,800, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 457% over the past three years.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₩84,000, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electronic industry in South Korea. Total returns to shareholders of 424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩67,100 per share.
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 62% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).
Buy Or Sell Opportunity • Mar 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 111% to ₩79,100. The fair value is estimated to be ₩65,814, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 14Korea Circuit Co., Ltd., Annual General Meeting, Mar 27, 2026Korea Circuit Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 10, gangchon-ro 139beon-gil, danwon-gu, gyeonggi-do, ansan South Korea
Buy Or Sell Opportunity • Mar 04Now 30% undervaluedOver the last 90 days, the stock has risen 28% to ₩45,100. The fair value is estimated to be ₩64,288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 24Korea Circuit Co., Ltd. announces Annual dividendKorea Circuit Co., Ltd. announced Annual dividend of KRW 100.0000 per share, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Feb 04Is It Time To Consider Buying Korea Circuit Co., Ltd. (KRX:007810)?Korea Circuit Co., Ltd. ( KRX:007810 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...
分析記事 • Dec 28Revenues Not Telling The Story For Korea Circuit Co., Ltd. (KRX:007810) After Shares Rise 26%Korea Circuit Co., Ltd. ( KRX:007810 ) shares have continued their recent momentum with a 26% gain in the last month...
分析記事 • Dec 23Calculating The Intrinsic Value Of Korea Circuit Co., Ltd. (KRX:007810)Key Insights Korea Circuit's estimated fair value is ₩46,301 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Dec 10Korea Circuit Co., Ltd. (KOSE:A007810) signed a letter of intent to acquire Printed circuit board manufacturing division from Terranix Co. Ltd.Korea Circuit Co., Ltd. (KOSE:A007810) signed a letter of intent to acquire Printed circuit board manufacturing division from Terranix Co. Ltd on December 8, 2025. The expected completion of the transaction is February 24, 2026.
お知らせ • Dec 09Korea Circuit Co., Ltd. (KOSE:A007810) acquired an additional 2.76% stake in Terranix Co. Ltd from Young Poong Electronics Co., Ltd. for KRW 3.7 billion.Korea Circuit Co., Ltd. (KOSE:A007810) acquired an additional 2.76% stake in Terranix Co. Ltd from Young Poong Electronics Co., Ltd. for KRW 3.7 billion on December 4, 2025. A cash consideration valued at KRW 20689000 per share will be paid by Korea Circuit for 180,950 shares. Korea Circuit Co., Ltd. (KOSE:A007810) completed the acquisition of an additional 2.76% stake in Terranix Co. Ltd from Young Poong Electronics Co., Ltd. on December 4, 2025.
Buy Or Sell Opportunity • Dec 04Now 24% undervaluedOver the last 90 days, the stock has risen 174% to ₩35,100. The fair value is estimated to be ₩46,338, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 30Korea Circuit (KRX:007810) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Price Target Changed • Nov 24Price target increased by 152% to ₩40,000Up from ₩15,900, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩28,000. Stock is up 236% over the past year. The company is forecast to post earnings per share of ₩1,447 next year compared to a net loss per share of ₩3,971 last year.
Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: ₩425 (vs ₩247 loss in 3Q 2024)Third quarter 2025 results: EPS: ₩425 (up from ₩247 loss in 3Q 2024). Revenue: ₩375.7b (up 10.0% from 3Q 2024). Net income: ₩11.6b (up ₩18.4b from 3Q 2024). Profit margin: 3.1% (up from net loss in 3Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.
New Risk • Nov 14New 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 11% 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.
Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 121% to ₩27,000. The fair value is estimated to be ₩34,029, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 12Optimistic Investors Push Korea Circuit Co., Ltd. (KRX:007810) Shares Up 52% But Growth Is LackingKorea Circuit Co., Ltd. ( KRX:007810 ) shares have continued their recent momentum with a 52% gain in the last month...
分析記事 • Nov 05Korea Circuit (KRX:007810) Is Carrying A Fair Bit 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 06Is There Now An Opportunity In Korea Circuit Co., Ltd. (KRX:007810)?Korea Circuit Co., Ltd. ( KRX:007810 ), is not the largest company out there, but it led the KOSE gainers with a...
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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Sep 09Korea Circuit Co., Ltd.'s (KRX:007810) Shares Climb 25% But Its Business Is Yet to Catch UpKorea Circuit Co., Ltd. ( KRX:007810 ) shares have continued their recent momentum with a 25% gain in the last month...
New Risk • Aug 30New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2013. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported September 2013 fiscal period end). Earnings are forecast to decline by an average of 3.5% per year for the foreseeable future.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩255 (vs ₩197 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩255 (up from ₩197 loss in 2Q 2024). Revenue: ₩331.3b (down 12% from 2Q 2024). Net income: ₩6.99b (up ₩12.4b from 2Q 2024). Profit margin: 2.1% (up from net loss in 2Q 2024). Revenue is forecast to grow 7.3% 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, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
分析記事 • Jun 11Would Korea Circuit (KRX:007810) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • May 20Is Korea Circuit Co., Ltd. (KRX:007810) Trading At A 39% Discount?Key Insights The projected fair value for Korea Circuit is ₩16,279 based on 2 Stage Free Cash Flow to Equity Korea...
お知らせ • Mar 14Korea Circuit Co., Ltd., Annual General Meeting, Mar 28, 2025Korea Circuit Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 10, gangchon-ro 139beon-gil, danwon-gu, gyeonggi-do, ansan South Korea
New Risk • Feb 14New 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 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Feb 10The Price Is Right For Korea Circuit Co., Ltd. (KRX:007810)It's not a stretch to say that Korea Circuit Co., Ltd.'s ( KRX:007810 ) price-to-sales (or "P/S") ratio of 0.2x right...
Major Estimate Revision • Dec 19Consensus EPS estimates fall by 89%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -₩864 to -₩1,629 per share. Revenue forecast unchanged at ₩1.40b. Electronic industry in South Korea expected to see average net income growth of 37% next year. Consensus price target of ₩14,000 unchanged from last update. Share price rose 5.4% to ₩9,320 over the past week.
Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩247 loss per share (vs ₩85.00 loss in 3Q 2023)Third quarter 2024 results: ₩247 loss per share (further deteriorated from ₩85.00 loss in 3Q 2023). Revenue: ₩341.3b (down 2.6% from 3Q 2023). Net loss: ₩6.74b (loss widened 191% from 3Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 18We Think Korea Circuit (KRX:007810) Has A Fair Chunk Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 15Not Many Are Piling Into Korea Circuit Co., Ltd. (KRX:007810) Stock Yet As It Plummets 25%The Korea Circuit Co., Ltd. ( KRX:007810 ) share price has fared very poorly over the last month, falling by a...
分析記事 • Jul 01Investors Don't See Light At End Of Korea Circuit Co., Ltd.'s (KRX:007810) TunnelKorea Circuit Co., Ltd.'s ( KRX:007810 ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy right...
Reported Earnings • Mar 20Full year 2023 earnings released: ₩1,338 loss per share (vs ₩2,507 profit in FY 2022)Full year 2023 results: ₩1,338 loss per share (down from ₩2,507 profit in FY 2022). Revenue: ₩1.33t (down 17% from FY 2022). Net loss: ₩36.6b (down 153% from profit in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Major Estimate Revision • Nov 17Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.41b to ₩1.37b. Now expected to report a loss of ₩52.50 per share instead of ₩629 per share profit previously forecast. Electronic industry in South Korea expected to see average net income growth of 14% next year. Consensus price target of ₩19,500 unchanged from last update. Share price rose 3.7% to ₩15,050 over the past week.
New Risk • Sep 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩19,970, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 33% over the past three years.
Reported Earnings • May 20First quarter 2023 earnings released: ₩502 loss per share (vs ₩741 profit in 1Q 2022)First quarter 2023 results: ₩502 loss per share (down from ₩741 profit in 1Q 2022). Revenue: ₩336.7b (down 18% from 1Q 2022). Net loss: ₩13.7b (down 168% from profit in 1Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be ₩17,094, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 79%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Mar 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩2,507 (up from ₩2,053 in FY 2021). Revenue: ₩1.60t (up 12% from FY 2021). Net income: ₩68.6b (up 22% from FY 2021). Profit margin: 4.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 18Consensus revenue estimates decrease by 13%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.70b to ₩1.49b. EPS estimate increased from ₩3,368 to ₩4,287 per share. Net income forecast to grow 35% next year vs 8.2% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩21,000 to ₩19,500. Share price was steady at ₩14,800 over the past week.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩16,200, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 26% over the past three years.
Major Estimate Revision • Jan 19Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.66b to ₩1.63b. EPS estimate also fell from ₩3,840 per share to ₩3,261 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩25,000 to ₩21,000. Share price fell 3.6% to ₩13,350 over the past week.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Oct 13Price target decreased to ₩31,333Down from ₩36,000, the current price target is an average from 3 analysts. New target price is 131% above last closing price of ₩13,550. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of ₩3,199 for next year compared to ₩1,772 last year.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩13,550, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩25,238 per share.
Buying Opportunity • Aug 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be ₩24,295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 140% in the next 2 years.
Price Target Changed • Jul 13Price target decreased to ₩34,250Down from ₩37,000, the current price target is an average from 4 analysts. New target price is 82% above last closing price of ₩18,850. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₩4,236 for next year compared to ₩1,772 last year.
Buying Opportunity • Jun 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be ₩26,006, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 36% in 2 years. Earnings is forecast to grow by 128% in the next 2 years.
Price Target Changed • Apr 27Price target increased to ₩40,500Up from ₩37,000, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₩29,550. Stock is up 130% over the past year. The company is forecast to post earnings per share of ₩4,252 for next year compared to ₩2,053 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩31,750, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 429% over the past three years.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩25,500, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 406% over the past three years.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩15,700, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 210% over the past three years.
分析記事 • Apr 29Is Korea Circuit Co., Ltd. (KRX:007810) Potentially Undervalued?Korea Circuit Co., Ltd. ( KRX:007810 ), is not the largest company out there, but it saw significant share price...
分析記事 • Apr 05Estimating The Intrinsic Value Of Korea Circuit Co., Ltd. (KRX:007810)How far off is Korea Circuit Co., Ltd. ( KRX:007810 ) from its intrinsic value? Using the most recent financial data...
分析記事 • Mar 18We're Watching These Trends At Korea Circuit (KRX:007810)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Is New 90 Day High Low • Mar 02New 90-day low: ₩13,600The company is down 5.0% from its price of ₩14,350 on 02 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 18% over the same period.
分析記事 • Feb 28Is Korea Circuit Co., Ltd.'s (KRX:007810) Shareholder Ownership Skewed Towards Insiders?A look at the shareholders of Korea Circuit Co., Ltd. ( KRX:007810 ) can tell us which group is most powerful...
分析記事 • Feb 10Introducing Korea Circuit (KRX:007810), A Stock That Climbed 29% In The Last Three YearsThanks in no small measure to Vanguard founder Jack Bogle, it's easy buy a low cost index fund, which should provide...
分析記事 • Jan 23Korea Circuit (KRX:007810) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩17,150, the stock is trading at a trailing P/E ratio of 45.9x, up from the previous P/E ratio of 39.7x. This compares to an average P/E of 27x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 44%.
Is New 90 Day High Low • Jan 20New 90-day high: ₩17,150The company is up 29% from its price of ₩13,300 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 42% over the same period.
分析記事 • Jan 08Is There Now An Opportunity In Korea Circuit Co., Ltd. (KRX:007810)?Korea Circuit Co., Ltd. ( KRX:007810 ), is not the largest company out there, but it saw a decent share price growth in...
Is New 90 Day High Low • Dec 30New 90-day high: ₩14,900The company is up 8.0% from its price of ₩13,800 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 23% over the same period.
分析記事 • Dec 22Korea Circuit Co., Ltd. (KRX:007810) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that Korea Circuit's (KRX:007810) stock increased significantly by 9.2% over the...
分析記事 • Dec 04Here's What To Make Of Korea Circuit's (KRX:007810) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Major Estimate Revision • Sep 19Analysts increase EPS estimates to ₩1,003The 2020 consensus revenue estimate increased from ₩896.9m to ₩920.0m. The earnings per share estimate also received an upgrade from ₩909 to ₩1,003 for the same period. Net income is expected to grow by 170% next year compared to 59% growth forecast for the Electronic industry in South Korea. The consensus price target of ₩20,000 was unchanged from the last update. Share price is down by 5.1% to ₩14,100 over the past week.