View ValuationLotte Energy Materials 将来の成長Future 基準チェック /56Lotte Energy Materials利益と収益がそれぞれ年間112.9%と33.6%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3.6% 110.1%なると予測されています。主要情報112.9%収益成長率110.11%EPS成長率Electronic 収益成長39.6%収益成長率33.6%将来の株主資本利益率3.60%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報Major Estimate Revision • May 16Consensus EPS estimates upgraded to ₩700 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩915.2m to ₩882.5m. 2026 losses expected to reduce from -₩800 to -₩700 per share. Electronic industry in South Korea expected to see average net income growth of 70% next year. Consensus price target up from ₩54,667 to ₩66,900. Share price fell 14% to ₩61,200 over the past week.Price Target Changed • May 12Price target increased by 9.1% to ₩59,667Up from ₩54,667, the current price target is an average from 9 analysts. New target price is 17% below last closing price of ₩71,900. Stock is up 222% over the past year. The company is forecast to post a net loss per share of ₩755 next year compared to a net loss per share of ₩3,065 last year.Price Target Changed • Apr 24Price target increased by 7.8% to ₩51,167Up from ₩47,450, the current price target is an average from 9 analysts. New target price is 25% below last closing price of ₩68,100. Stock is up 195% over the past year. The company is forecast to post a net loss per share of ₩802 next year compared to a net loss per share of ₩3,065 last year.Price Target Changed • Feb 04Price target increased by 18% to ₩43,600Up from ₩37,100, the current price target is an average from 10 analysts. New target price is 8.7% below last closing price of ₩47,750. Stock is up 125% over the past year. The company is forecast to post a net loss per share of ₩2,476 compared to earnings per share of ₩137 last year.Major Estimate Revision • Feb 04Consensus EPS estimates fall by 52%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩881.1m to ₩927.0m. Forecast EPS reduced from -₩612 to -₩930 per share. Electronic industry in South Korea expected to see average net income growth of 60% next year. Consensus price target up from ₩37,100 to ₩39,100. Share price rose 11% to ₩47,650 over the past week.Major Estimate Revision • Nov 12Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩795.4m to ₩673.3m. Forecast losses increased from -₩1,864 to -₩2,778 per share. Electronic industry in South Korea expected to see average net income growth of 38% next year. Consensus price target up from ₩27,400 to ₩30,700. Share price rose 57% to ₩40,100 over the past week.すべての更新を表示Recent updatesReported Earnings • May 21First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: ₩30.00 (up from ₩964 loss in 1Q 2025). Revenue: ₩159.8b (up 1.2% from 1Q 2025). Net income: ₩1.58b (up ₩48.3b from 1Q 2025). Profit margin: 1.0% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 16% 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 80 percentage points per year, which is a significant difference in performance.Major Estimate Revision • May 16Consensus EPS estimates upgraded to ₩700 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩915.2m to ₩882.5m. 2026 losses expected to reduce from -₩800 to -₩700 per share. Electronic industry in South Korea expected to see average net income growth of 70% next year. Consensus price target up from ₩54,667 to ₩66,900. Share price fell 14% to ₩61,200 over the past week.Price Target Changed • May 12Price target increased by 9.1% to ₩59,667Up from ₩54,667, the current price target is an average from 9 analysts. New target price is 17% below last closing price of ₩71,900. Stock is up 222% over the past year. The company is forecast to post a net loss per share of ₩755 next year compared to a net loss per share of ₩3,065 last year.お知らせ • May 02Lotte Energy Materials Corporation to Report Q1, 2026 Results on May 11, 2026Lotte Energy Materials Corporation announced that they will report Q1, 2026 results at 10:00 AM, Alaskan Daylight on May 11, 2026Price Target Changed • Apr 24Price target increased by 7.8% to ₩51,167Up from ₩47,450, the current price target is an average from 9 analysts. New target price is 25% below last closing price of ₩68,100. Stock is up 195% over the past year. The company is forecast to post a net loss per share of ₩802 next year compared to a net loss per share of ₩3,065 last year.Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: ₩3,065 loss per share (down from ₩137 profit in FY 2024). Revenue: ₩677.5b (down 25% from FY 2024). Net loss: ₩157.5b (down ₩163.8b from profit in FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 17% 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 79 percentage points per year, which is a significant difference in performance.お知らせ • Mar 04Lotte Energy Materials Corporation, Annual General Meeting, Mar 18, 2026Lotte Energy Materials Corporation, Annual General Meeting, Mar 18, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 63-25, seogam-ro 3-gil, jeollabuk-do, iksan South Korea分析記事 • Feb 09Lotte Energy Materials Corporation (KRX:020150) Looks Just Right With A 57% Price JumpLotte Energy Materials Corporation ( KRX:020150 ) shares have had a really impressive month, gaining 57% after a shaky...Price Target Changed • Feb 04Price target increased by 18% to ₩43,600Up from ₩37,100, the current price target is an average from 10 analysts. New target price is 8.7% below last closing price of ₩47,750. Stock is up 125% over the past year. The company is forecast to post a net loss per share of ₩2,476 compared to earnings per share of ₩137 last year.Major Estimate Revision • Feb 04Consensus EPS estimates fall by 52%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩881.1m to ₩927.0m. Forecast EPS reduced from -₩612 to -₩930 per share. Electronic industry in South Korea expected to see average net income growth of 60% next year. Consensus price target up from ₩37,100 to ₩39,100. Share price rose 11% to ₩47,650 over the past week.分析記事 • Dec 26Lotte Energy Materials Corporation (KRX:020150) Stocks Pounded By 25% But Not Lagging Industry On Growth Or PricingLotte Energy Materials Corporation ( KRX:020150 ) shares have retraced a considerable 25% in the last month, reversing...Major Estimate Revision • Nov 12Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩795.4m to ₩673.3m. Forecast losses increased from -₩1,864 to -₩2,778 per share. Electronic industry in South Korea expected to see average net income growth of 38% next year. Consensus price target up from ₩27,400 to ₩30,700. Share price rose 57% to ₩40,100 over the past week.Price Target Changed • Nov 12Price target increased by 12% to ₩30,700Up from ₩27,400, the current price target is an average from 10 analysts. New target price is 23% below last closing price of ₩40,100. Stock is up 33% over the past year. The company is forecast to post a net loss per share of ₩2,778 compared to earnings per share of ₩137 last year.分析記事 • Nov 10Lotte Energy Materials Corporation's (KRX:020150) Shares Climb 43% But Its Business Is Yet to Catch UpLotte Energy Materials Corporation ( KRX:020150 ) shareholders would be excited to see that the share price has had a...New Risk • Nov 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% 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 • Oct 31Does Lotte Energy Materials (KRX:020150) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Oct 25Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩820.1m to ₩804.5m. Losses expected to increase from ₩1,616 per share to ₩1,785. Electronic industry in South Korea expected to see average net income growth of 40% next year. Consensus price target broadly unchanged at ₩27,000. Share price rose 3.7% to ₩28,100 over the past week.分析記事 • Aug 17Unpleasant Surprises Could Be In Store For Lotte Energy Materials Corporation's (KRX:020150) SharesKOSE:A020150 1 Year Share Price vs Fair Value Explore Lotte Energy Materials's Fair Values from the Community and...Major Estimate Revision • Aug 09Consensus EPS estimates fall by 82%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩864.6m to ₩816.5m. Losses expected to increase from ₩982 per share to ₩1,791. Electronic industry in South Korea expected to see average net income growth of 12% next year. Consensus price target up from ₩25,944 to ₩27,111. Share price rose 5.5% to ₩25,800 over the past week.分析記事 • Jul 21Is Lotte Energy Materials (KRX:020150) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Major Estimate Revision • Jul 04Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -₩799 to -₩982 per share. Revenue forecast unchanged at ₩864.6m. Electronic industry in South Korea expected to see average net income growth of 19% next year. Consensus price target of ₩25,944 unchanged from last update. Share price rose 4.1% to ₩23,050 over the past week.Price Target Changed • May 19Price target decreased by 7.6% to ₩26,056Down from ₩28,188, the current price target is an average from 9 analysts. New target price is 23% above last closing price of ₩21,100. Stock is down 57% over the past year. The company is forecast to post a net loss per share of ₩799 compared to earnings per share of ₩137 last year.Major Estimate Revision • May 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -₩128 to -₩143 per share. Revenue forecast unchanged at ₩955.6m. Electronic industry in South Korea expected to see average net income growth of 5.2% next year. Consensus price target broadly unchanged at ₩27,938. Share price fell 2.9% to ₩22,000 over the past week.Major Estimate Revision • Apr 17Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩989.3m to ₩962.8m. Losses expected to increase from ₩95.79 per share to ₩128. Electronic industry in South Korea expected to see average net income growth of 5.0% next year. Consensus price target down from ₩30,813 to ₩28,188. Share price was steady at ₩22,050 over the past week.Price Target Changed • Apr 16Price target decreased by 15% to ₩28,188Down from ₩33,063, the current price target is an average from 8 analysts. New target price is 29% above last closing price of ₩21,850. Stock is down 46% over the past year. The company is forecast to post a net loss per share of ₩128 compared to earnings per share of ₩137 last year.分析記事 • Apr 09Lotte Energy Materials Corporation's (KRX:020150) Share Price Is Still Matching Investor Opinion Despite 28% SlumpLotte Energy Materials Corporation ( KRX:020150 ) shareholders won't be pleased to see that the share price has had a...お知らせ • Mar 24Lotte Energy Materials Corporation(KOSE:A020150) dropped from FTSE All-World Index (USD)Lotte Energy Materials Corporation(KOSE:A020150) dropped from FTSE All-World Index (USD)分析記事 • Mar 21Investors Shouldn't Be Too Comfortable With Lotte Energy Materials' (KRX:020150) EarningsDespite posting some strong earnings, the market for Lotte Energy Materials Corporation's ( KRX:020150 ) stock hasn't...Reported Earnings • Mar 19Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩137 (up from ₩706 loss in FY 2023). Revenue: ₩902.3b (up 12% from FY 2023). Net income: ₩6.30b (up ₩38.8b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 16% 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 52 percentage points per year, which is a significant difference in performance.お知らせ • Feb 27+ 1 more updateLotte Energy Materials Corporation announced that it has received KRW 150 billion in funding from Stic Special Situation Win LimitedOn February 25, 2025, Lotte Energy Materials Corporation closed the transaction,New Risk • Feb 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 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Large one-off items impacting financial results.分析記事 • Feb 22Lotte Energy Materials Corporation (KRX:020150) Stocks Shoot Up 29% But Its P/S Still Looks ReasonableLotte Energy Materials Corporation ( KRX:020150 ) shareholders would be excited to see that the share price has had a...Major Estimate Revision • Feb 07Consensus revenue estimates decrease by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩1.08b to ₩936.8m. EPS estimate unchanged at ₩612 per share. Net income forecast to shrink 55% next year vs 33% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩38,437 to ₩34,550. Share price rose 8.8% to ₩24,050 over the past week.Price Target Changed • Feb 06Price target decreased by 14% to ₩36,050Down from ₩41,700, the current price target is an average from 10 analysts. New target price is 60% above last closing price of ₩22,600. Stock is down 35% over the past year. The company is forecast to post a net loss per share of ₩121 next year compared to a net loss per share of ₩706 last year.お知らせ • Nov 26Lotte Energy Materials Corporation announced that it expects to receive KRW 150 billion in funding from Stic Special Situation Win LimitedLotte Energy Materials Corporation announced private placement to issue Series 1 Unregistered-type unsecured non-segregated capital-recognized perpetual private placement convertible bonds with warrants for a gross proceeds of KRW 150,000,000,000 on November 25, 2024. The transaction includes participation from new investor, Stic Special Situation Win Limited. The bonds have zero coupon rate and zero yield to maturity rate. The bonds will mature on February 25, 2055. The bonds will be 100% converted into 5,242,555 common shares at a fixed conversion price of KRW 28,612 per share. The conversion period is from February 25, 2026 to February 25, 2055. The payment date of the transaction is February 25, 2025. The transaction has been approved by the board of directors of the company. The issuance is subject to prohibition of conversion and division of debentures for one year from the date of issuance of debentures.分析記事 • Nov 13Lotte Energy Materials Corporation (KRX:020150) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyLotte Energy Materials Corporation ( KRX:020150 ) shareholders won't be pleased to see that the share price has had a...Major Estimate Revision • Nov 05Consensus EPS estimates fall by 79%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩973.7m to ₩940.9m. EPS estimate also fell from ₩274 per share to ₩57.26 per share. Net income forecast to grow 239% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩46,650 to ₩43,950. Share price fell 6.3% to ₩35,750 over the past week.分析記事 • Sep 25Lotte Energy Materials (KRX:020150) May Have Issues Allocating Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Sep 07Lotte Energy Materials Corporation's (KRX:020150) 29% Jump Shows Its Popularity With InvestorsLotte Energy Materials Corporation ( KRX:020150 ) shareholders are no doubt pleased to see that the share price has...分析記事 • Aug 26Shareholders Can Be Confident That Lotte Energy Materials' (KRX:020150) Earnings Are High QualityLotte Energy Materials Corporation's ( KRX:020150 ) strong earnings report was rewarded with a positive stock price...Price Target Changed • Aug 22Price target decreased by 8.2% to ₩45,889Down from ₩50,000, the current price target is an average from 9 analysts. New target price is 25% above last closing price of ₩36,700. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₩314 next year compared to a net loss per share of ₩706 last year.New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.0% 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 • Jul 12Market Participants Recognise Lotte Energy Materials Corporation's (KRX:020150) RevenuesWhen you see that almost half of the companies in the Electronic industry in Korea have price-to-sales ratios (or...お知らせ • Jun 15Lotte Energy Materials Corporation(KOSE:A020150) dropped from KOSPI 200 IndexILJIN Materials Co., Ltd. will be removed from KOSPI 200 Index.分析記事 • Jun 13Here's What's Concerning About Lotte Energy Materials' (KRX:020150) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • May 02Lotte Energy Materials (KRX:020150) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Mar 20Lotte Energy Materials Corporation (KRX:020150) Not Lagging Industry On Growth Or PricingWhen close to half the companies in the Electronic industry in Korea have price-to-sales ratios (or "P/S") below 1x...Reported Earnings • Mar 20Full year 2023 earnings released: ₩706 loss per share (vs ₩950 profit in FY 2022)Full year 2023 results: ₩706 loss per share (down from ₩950 profit in FY 2022). Revenue: ₩809.0b (up 11% from FY 2022). Net loss: ₩32.5b (down 174% from profit in FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.分析記事 • Feb 27Be Wary Of Lotte Energy Materials (KRX:020150) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Price Target Changed • Feb 06Price target decreased by 10.0% to ₩48,917Down from ₩54,333, the current price target is an average from 12 analysts. New target price is 50% above last closing price of ₩32,650. Stock is down 50% over the past year. The company is forecast to post a net loss per share of ₩582 compared to earnings per share of ₩950 last year.Price Target Changed • Feb 05Price target decreased by 8.4% to ₩51,000Down from ₩55,667, the current price target is an average from 12 analysts. New target price is 55% above last closing price of ₩32,950. Stock is down 49% over the past year. The company is forecast to post a net loss per share of ₩582 compared to earnings per share of ₩950 last year.Upcoming Dividend • Dec 20Upcoming dividend of ₩300 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (0.9%).Price Target Changed • Nov 11Price target decreased by 7.1% to ₩58,700Down from ₩63,200, the current price target is an average from 10 analysts. New target price is 46% above last closing price of ₩40,200. Stock is down 38% over the past year. The company is forecast to post a net loss per share of ₩622 compared to earnings per share of ₩950 last year.Price Target Changed • Sep 12Price target decreased by 7.1% to ₩65,833Down from ₩70,889, the current price target is an average from 12 analysts. New target price is 52% above last closing price of ₩43,450. Stock is down 37% over the past year. The company is forecast to post a net loss per share of ₩79.84 compared to earnings per share of ₩950 last year.Price Target Changed • Jun 24Price target decreased by 7.5% to ₩80,013Down from ₩86,513, the current price target is an average from 8 analysts. New target price is 42% above last closing price of ₩56,500. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩410 for next year compared to ₩950 last year.Major Estimate Revision • Apr 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.07b to ₩1.01b. EPS estimate also fell from ₩2,426 per share to ₩2,142 per share. Net income forecast to grow 118% next year vs 11% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩88,388 to ₩86,513. Share price rose 5.2% to ₩72,400 over the past week.Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩950 (down from ₩1,361 in FY 2021). Revenue: ₩729.4b (up 5.9% from FY 2021). Net income: ₩43.8b (down 30% from FY 2021). Profit margin: 6.0% (down from 9.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 36% p.a. on average during the next 2 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 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩71,300, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 54% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.0%).Price Target Changed • Dec 16Price target decreased to ₩99,456Down from ₩107,180, the current price target is an average from 9 analysts. New target price is 74% above last closing price of ₩57,100. Stock is down 52% over the past year. The company is forecast to post earnings per share of ₩1,493 for next year compared to ₩1,361 last year.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩866.2m to ₩784.0m. EPS estimate also fell from ₩1,725 per share to ₩1,383 per share. Net income forecast to grow 58% next year vs 21% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩107,180 to ₩104,510. Share price was steady at ₩65,100 over the past week.Price Target Changed • Nov 16Price target decreased to ₩107,180Down from ₩115,300, the current price target is an average from 10 analysts. New target price is 63% above last closing price of ₩65,900. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩1,725 for next year compared to ₩1,361 last year.Price Target Changed • Oct 26Price target decreased to ₩107,180Down from ₩115,300, the current price target is an average from 10 analysts. New target price is 90% above last closing price of ₩56,400. Stock is down 46% over the past year. The company is forecast to post earnings per share of ₩1,725 for next year compared to ₩1,361 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 ₩52,100, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 42% over the past three years.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩952.6m to ₩868.4m. EPS estimate also fell from ₩2,141 per share to ₩1,763 per share. Net income forecast to grow 32% next year vs 24% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩130,000 to ₩119,222. Share price fell 3.6% to ₩74,000 over the past week.Price Target Changed • Aug 18Price target decreased to ₩121,625Down from ₩136,000, the current price target is an average from 8 analysts. New target price is 68% above last closing price of ₩72,500. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ₩2,012 for next year compared to ₩1,361 last year.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩66,300, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 77% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩93,500, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 195% over the past three years.Major Estimate Revision • Mar 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩3,035 to ₩2,508 per share. Revenue forecast steady at ₩998.7m. Net income forecast to grow 86% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩134,222 to ₩137,556. Share price rose 4.6% to ₩90,700 over the past week.Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 15 April 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.4%).Price Target Changed • Nov 16Price target increased to ₩125,545Up from ₩115,909, the current price target is an average from 11 analysts. New target price is 9.6% above last closing price of ₩114,500. Stock is up 158% over the past year. The company is forecast to post earnings per share of ₩1,751 for next year compared to ₩927 last year.Price Target Changed • Oct 26Price target increased to ₩115,909Up from ₩107,273, the current price target is an average from 11 analysts. New target price is 10% above last closing price of ₩105,000. Stock is up 151% over the past year. The company is forecast to post earnings per share of ₩1,630 for next year compared to ₩927 last year.Price Target Changed • Oct 20Price target increased to ₩111,818Up from ₩100,727, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₩109,500. Stock is up 166% over the past year. The company is forecast to post earnings per share of ₩1,630 for next year compared to ₩927 last year.Price Target Changed • Jun 08Price target increased to ₩83,833Up from ₩77,455, the current price target is an average from 12 analysts. New target price is 25% above last closing price of ₩67,000. Stock is up 40% over the past year.Price Target Changed • May 31Price target increased to ₩81,455Up from ₩75,818, the current price target is an average from 10 analysts. New target price is 24% above last closing price of ₩65,700. Stock is up 40% over the past year.分析記事 • Mar 25ILJIN Materials (KRX:020150) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Mar 12ILJIN Materials Co., Ltd., Annual General Meeting, Mar 31, 2021ILJIN Materials Co., Ltd., Annual General Meeting, Mar 31, 2021, at 09:00 Korea Standard Time.分析記事 • Mar 10Is There Now An Opportunity In ILJIN Materials Co., Ltd. (KRX:020150)?ILJIN Materials Co., Ltd. ( KRX:020150 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...分析記事 • Feb 23Shareholders of ILJIN Materials (KRX:020150) Must Be Delighted With Their 606% Total ReturnWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...Price Target Changed • Feb 19Price target raised to ₩72,818Up from ₩65,909, the current price target is an average from 11 analysts. The new target price is 9.9% below the current share price of ₩80,800. As of last close, the stock is up 54% over the past year.Is New 90 Day High Low • Feb 17New 90-day high: ₩80,000The company is up 81% from its price of ₩44,300 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩674 per share.Price Target Changed • Feb 10Price target raised to ₩65,909Up from ₩61,250, the current price target is an average from 11 analysts. The new target price is 15% below the current share price of ₩77,400. As of last close, the stock is up 47% over the past year.分析記事 • Feb 07What Do The Returns At ILJIN Materials (KRX:020150) Mean Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Is New 90 Day High Low • Jan 26New 90-day high: ₩66,000The company is up 55% from its price of ₩42,550 on 28 October 2020. The South Korean market is up 36% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 57% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,891 per share.分析記事 • Jan 25What Kind Of Shareholders Hold The Majority In ILJIN Materials Co., Ltd.'s (KRX:020150) Shares?Every investor in ILJIN Materials Co., Ltd. ( KRX:020150 ) should be aware of the most powerful shareholder groups...Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩60,800, the stock is trading at a trailing P/E ratio of 63.1x, up from the previous P/E ratio of 54.6x. This compares to an average P/E of 26x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 55%.分析記事 • Jan 12Are ILJIN Materials's (KRX:020150) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...Is New 90 Day High Low • Jan 08New 90-day high: ₩56,400The company is up 24% from its price of ₩45,400 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,892 per share.分析記事 • Dec 30Can Mixed Fundamentals Have A Negative Impact on ILJIN Materials Co., Ltd. (KRX:020150) Current Share Price Momentum?ILJIN Materials' (KRX:020150) stock is up by a considerable 13% over the past three months. But the company's key...分析記事 • Dec 17These 4 Measures Indicate That ILJIN Materials (KRX:020150) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Dec 16New 90-day high: ₩49,700The company is up 3.0% from its price of ₩48,300 on 17 September 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 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩7,275 per share.分析記事 • Dec 04Should You Investigate ILJIN Materials Co., Ltd. (KRX:020150) At ₩47,150?ILJIN Materials Co., Ltd. ( KRX:020150 ), might not be a large cap stock, but it saw a double-digit share price rise of...分析記事 • Nov 19Shareholders of ILJIN Materials (KRX:020150) Must Be Delighted With Their 416% Total ReturnILJIN Materials Co., Ltd. (KRX:020150) shareholders might be concerned after seeing the share price drop 11% in the...Major Estimate Revision • Nov 18Analysts lower EPS estimates to ₩949The 2020 consensus revenue estimate was lowered from ₩629.0m to ₩566.3m. Earning per share (EPS) estimate was also lowered from ₩1,285 to ₩949 for the same period. Net income is expected to grow by 40% next year compared to 59% growth forecast for the Electronic industry in South Korea. The consensus price target was lowered from ₩62,571 to ₩60,000. Share price is down by 2.7% to ₩44,600 over the past week.Is New 90 Day High Low • Oct 16New 90-day low: ₩41,800The company is down 17% from its price of ₩50,500 on 17 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩15,656 per share.Is New 90 Day High Low • Sep 22New 90-day low: ₩46,450The company is down 5.0% from its price of ₩48,650 on 24 June 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩17,829 per share.業績と収益の成長予測KOSE:A020150 - 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12/31/20281,769,29462,96739,500110,500612/31/20271,266,46623,650-39,00081,5001012/31/2026882,459-22,733-147,000-46,33363/31/2026679,405-109,221-134,259-94,192N/A12/31/2025677,531-157,547-84,562-11,053N/A9/30/2025693,023-122,793-78,338-8,727N/A6/30/2025760,765-92,962-40,28862,813N/A3/31/2025818,519-39,341-19,02196,822N/A12/31/2024902,2526,299-23,50487,004N/A9/30/2024945,3936,676-68,46753,523N/A6/30/2024951,6175,478-149,529-24,999N/A3/31/2024887,072-3,172-197,539-7,508N/A12/31/2023809,006-32,544-312,328-89,765N/A9/30/2023750,642-36,082-348,209-74,623N/A6/30/2023702,666-19,503-324,439-6,710N/A3/31/2023692,934-10,594-309,173-23,455N/A12/31/2022729,36343,827-260,32028,859N/A9/30/2022739,36255,757-223,26259,277N/A6/30/2022768,30358,864-230,02522,030N/A3/31/2022750,97971,179-226,60926,564N/A12/31/2021688,89362,775-180,81529,896N/A9/30/2021640,33863,551-157,80014,288N/A6/30/2021573,39047,576-118,59520,606N/A3/31/2021537,51340,190-80,45636,828N/A12/31/2020536,91742,735-69,02849,479N/A9/30/2020531,14744,450-71,77156,568N/A6/30/2020549,67750,966-66,09965,944N/A3/31/2020566,66052,846-111,62034,817N/A12/31/2019550,21444,341N/A48,242N/A9/30/2019560,53543,558N/A45,038N/A6/30/2019540,03142,385N/A52,615N/A3/31/2019507,43344,302N/A99,740N/A12/31/2018502,00841,329N/A86,016N/A9/30/2018482,89531,771N/A108,853N/A6/30/2018477,55734,115N/A77,665N/A3/31/2018470,01738,068N/A64,752N/A12/31/2017454,03542,231N/A61,599N/A9/30/2017439,39855,849N/A36,054N/A6/30/2017408,60745,190N/A43,324N/A3/31/2017395,79824,885N/A56,361N/A12/31/2016398,95718,149N/A72,915N/A9/30/2016405,79233,076N/A79,663N/A6/30/2016419,58428,049N/A79,191N/A3/31/2016408,88427,863N/A59,166N/A12/31/2015393,39589,297N/A34,857N/A9/30/2015392,14752,866N/A-4,189N/A6/30/2015394,52951,464N/A-10,079N/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: A020150は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.1% ) よりも高い成長率であると考えられます。収益対市場: A020150今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: A020150今後 3 年以内に収益を上げることが予想されます。収益対市場: A020150の収益 ( 33.6% ) KR市場 ( 16.5% ) よりも速いペースで成長すると予測されています。高い収益成長: A020150の収益 ( 33.6% ) 20%よりも速いペースで成長すると予測されています。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: A020150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 ( 3.6 %)。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2026/05/22 17:43終値2026/05/22 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Lotte Energy Materials Corporation 10 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。24 アナリスト機関P. K. ParkCGS InternationalOscar YeeCitigroup IncJoohyun HwangCLSA21 その他のアナリストを表示
Major Estimate Revision • May 16Consensus EPS estimates upgraded to ₩700 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩915.2m to ₩882.5m. 2026 losses expected to reduce from -₩800 to -₩700 per share. Electronic industry in South Korea expected to see average net income growth of 70% next year. Consensus price target up from ₩54,667 to ₩66,900. Share price fell 14% to ₩61,200 over the past week.
Price Target Changed • May 12Price target increased by 9.1% to ₩59,667Up from ₩54,667, the current price target is an average from 9 analysts. New target price is 17% below last closing price of ₩71,900. Stock is up 222% over the past year. The company is forecast to post a net loss per share of ₩755 next year compared to a net loss per share of ₩3,065 last year.
Price Target Changed • Apr 24Price target increased by 7.8% to ₩51,167Up from ₩47,450, the current price target is an average from 9 analysts. New target price is 25% below last closing price of ₩68,100. Stock is up 195% over the past year. The company is forecast to post a net loss per share of ₩802 next year compared to a net loss per share of ₩3,065 last year.
Price Target Changed • Feb 04Price target increased by 18% to ₩43,600Up from ₩37,100, the current price target is an average from 10 analysts. New target price is 8.7% below last closing price of ₩47,750. Stock is up 125% over the past year. The company is forecast to post a net loss per share of ₩2,476 compared to earnings per share of ₩137 last year.
Major Estimate Revision • Feb 04Consensus EPS estimates fall by 52%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩881.1m to ₩927.0m. Forecast EPS reduced from -₩612 to -₩930 per share. Electronic industry in South Korea expected to see average net income growth of 60% next year. Consensus price target up from ₩37,100 to ₩39,100. Share price rose 11% to ₩47,650 over the past week.
Major Estimate Revision • Nov 12Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩795.4m to ₩673.3m. Forecast losses increased from -₩1,864 to -₩2,778 per share. Electronic industry in South Korea expected to see average net income growth of 38% next year. Consensus price target up from ₩27,400 to ₩30,700. Share price rose 57% to ₩40,100 over the past week.
Reported Earnings • May 21First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: ₩30.00 (up from ₩964 loss in 1Q 2025). Revenue: ₩159.8b (up 1.2% from 1Q 2025). Net income: ₩1.58b (up ₩48.3b from 1Q 2025). Profit margin: 1.0% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 16% 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 80 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • May 16Consensus EPS estimates upgraded to ₩700 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩915.2m to ₩882.5m. 2026 losses expected to reduce from -₩800 to -₩700 per share. Electronic industry in South Korea expected to see average net income growth of 70% next year. Consensus price target up from ₩54,667 to ₩66,900. Share price fell 14% to ₩61,200 over the past week.
Price Target Changed • May 12Price target increased by 9.1% to ₩59,667Up from ₩54,667, the current price target is an average from 9 analysts. New target price is 17% below last closing price of ₩71,900. Stock is up 222% over the past year. The company is forecast to post a net loss per share of ₩755 next year compared to a net loss per share of ₩3,065 last year.
お知らせ • May 02Lotte Energy Materials Corporation to Report Q1, 2026 Results on May 11, 2026Lotte Energy Materials Corporation announced that they will report Q1, 2026 results at 10:00 AM, Alaskan Daylight on May 11, 2026
Price Target Changed • Apr 24Price target increased by 7.8% to ₩51,167Up from ₩47,450, the current price target is an average from 9 analysts. New target price is 25% below last closing price of ₩68,100. Stock is up 195% over the past year. The company is forecast to post a net loss per share of ₩802 next year compared to a net loss per share of ₩3,065 last year.
Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: ₩3,065 loss per share (down from ₩137 profit in FY 2024). Revenue: ₩677.5b (down 25% from FY 2024). Net loss: ₩157.5b (down ₩163.8b from profit in FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 17% 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 79 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 04Lotte Energy Materials Corporation, Annual General Meeting, Mar 18, 2026Lotte Energy Materials Corporation, Annual General Meeting, Mar 18, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 63-25, seogam-ro 3-gil, jeollabuk-do, iksan South Korea
分析記事 • Feb 09Lotte Energy Materials Corporation (KRX:020150) Looks Just Right With A 57% Price JumpLotte Energy Materials Corporation ( KRX:020150 ) shares have had a really impressive month, gaining 57% after a shaky...
Price Target Changed • Feb 04Price target increased by 18% to ₩43,600Up from ₩37,100, the current price target is an average from 10 analysts. New target price is 8.7% below last closing price of ₩47,750. Stock is up 125% over the past year. The company is forecast to post a net loss per share of ₩2,476 compared to earnings per share of ₩137 last year.
Major Estimate Revision • Feb 04Consensus EPS estimates fall by 52%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩881.1m to ₩927.0m. Forecast EPS reduced from -₩612 to -₩930 per share. Electronic industry in South Korea expected to see average net income growth of 60% next year. Consensus price target up from ₩37,100 to ₩39,100. Share price rose 11% to ₩47,650 over the past week.
分析記事 • Dec 26Lotte Energy Materials Corporation (KRX:020150) Stocks Pounded By 25% But Not Lagging Industry On Growth Or PricingLotte Energy Materials Corporation ( KRX:020150 ) shares have retraced a considerable 25% in the last month, reversing...
Major Estimate Revision • Nov 12Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩795.4m to ₩673.3m. Forecast losses increased from -₩1,864 to -₩2,778 per share. Electronic industry in South Korea expected to see average net income growth of 38% next year. Consensus price target up from ₩27,400 to ₩30,700. Share price rose 57% to ₩40,100 over the past week.
Price Target Changed • Nov 12Price target increased by 12% to ₩30,700Up from ₩27,400, the current price target is an average from 10 analysts. New target price is 23% below last closing price of ₩40,100. Stock is up 33% over the past year. The company is forecast to post a net loss per share of ₩2,778 compared to earnings per share of ₩137 last year.
分析記事 • Nov 10Lotte Energy Materials Corporation's (KRX:020150) Shares Climb 43% But Its Business Is Yet to Catch UpLotte Energy Materials Corporation ( KRX:020150 ) shareholders would be excited to see that the share price has had a...
New Risk • Nov 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% 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 • Oct 31Does Lotte Energy Materials (KRX:020150) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Oct 25Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩820.1m to ₩804.5m. Losses expected to increase from ₩1,616 per share to ₩1,785. Electronic industry in South Korea expected to see average net income growth of 40% next year. Consensus price target broadly unchanged at ₩27,000. Share price rose 3.7% to ₩28,100 over the past week.
分析記事 • Aug 17Unpleasant Surprises Could Be In Store For Lotte Energy Materials Corporation's (KRX:020150) SharesKOSE:A020150 1 Year Share Price vs Fair Value Explore Lotte Energy Materials's Fair Values from the Community and...
Major Estimate Revision • Aug 09Consensus EPS estimates fall by 82%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩864.6m to ₩816.5m. Losses expected to increase from ₩982 per share to ₩1,791. Electronic industry in South Korea expected to see average net income growth of 12% next year. Consensus price target up from ₩25,944 to ₩27,111. Share price rose 5.5% to ₩25,800 over the past week.
分析記事 • Jul 21Is Lotte Energy Materials (KRX:020150) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Major Estimate Revision • Jul 04Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -₩799 to -₩982 per share. Revenue forecast unchanged at ₩864.6m. Electronic industry in South Korea expected to see average net income growth of 19% next year. Consensus price target of ₩25,944 unchanged from last update. Share price rose 4.1% to ₩23,050 over the past week.
Price Target Changed • May 19Price target decreased by 7.6% to ₩26,056Down from ₩28,188, the current price target is an average from 9 analysts. New target price is 23% above last closing price of ₩21,100. Stock is down 57% over the past year. The company is forecast to post a net loss per share of ₩799 compared to earnings per share of ₩137 last year.
Major Estimate Revision • May 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -₩128 to -₩143 per share. Revenue forecast unchanged at ₩955.6m. Electronic industry in South Korea expected to see average net income growth of 5.2% next year. Consensus price target broadly unchanged at ₩27,938. Share price fell 2.9% to ₩22,000 over the past week.
Major Estimate Revision • Apr 17Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩989.3m to ₩962.8m. Losses expected to increase from ₩95.79 per share to ₩128. Electronic industry in South Korea expected to see average net income growth of 5.0% next year. Consensus price target down from ₩30,813 to ₩28,188. Share price was steady at ₩22,050 over the past week.
Price Target Changed • Apr 16Price target decreased by 15% to ₩28,188Down from ₩33,063, the current price target is an average from 8 analysts. New target price is 29% above last closing price of ₩21,850. Stock is down 46% over the past year. The company is forecast to post a net loss per share of ₩128 compared to earnings per share of ₩137 last year.
分析記事 • Apr 09Lotte Energy Materials Corporation's (KRX:020150) Share Price Is Still Matching Investor Opinion Despite 28% SlumpLotte Energy Materials Corporation ( KRX:020150 ) shareholders won't be pleased to see that the share price has had a...
お知らせ • Mar 24Lotte Energy Materials Corporation(KOSE:A020150) dropped from FTSE All-World Index (USD)Lotte Energy Materials Corporation(KOSE:A020150) dropped from FTSE All-World Index (USD)
分析記事 • Mar 21Investors Shouldn't Be Too Comfortable With Lotte Energy Materials' (KRX:020150) EarningsDespite posting some strong earnings, the market for Lotte Energy Materials Corporation's ( KRX:020150 ) stock hasn't...
Reported Earnings • Mar 19Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩137 (up from ₩706 loss in FY 2023). Revenue: ₩902.3b (up 12% from FY 2023). Net income: ₩6.30b (up ₩38.8b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 16% 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 52 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27+ 1 more updateLotte Energy Materials Corporation announced that it has received KRW 150 billion in funding from Stic Special Situation Win LimitedOn February 25, 2025, Lotte Energy Materials Corporation closed the transaction,
New Risk • Feb 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 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Large one-off items impacting financial results.
分析記事 • Feb 22Lotte Energy Materials Corporation (KRX:020150) Stocks Shoot Up 29% But Its P/S Still Looks ReasonableLotte Energy Materials Corporation ( KRX:020150 ) shareholders would be excited to see that the share price has had a...
Major Estimate Revision • Feb 07Consensus revenue estimates decrease by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩1.08b to ₩936.8m. EPS estimate unchanged at ₩612 per share. Net income forecast to shrink 55% next year vs 33% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩38,437 to ₩34,550. Share price rose 8.8% to ₩24,050 over the past week.
Price Target Changed • Feb 06Price target decreased by 14% to ₩36,050Down from ₩41,700, the current price target is an average from 10 analysts. New target price is 60% above last closing price of ₩22,600. Stock is down 35% over the past year. The company is forecast to post a net loss per share of ₩121 next year compared to a net loss per share of ₩706 last year.
お知らせ • Nov 26Lotte Energy Materials Corporation announced that it expects to receive KRW 150 billion in funding from Stic Special Situation Win LimitedLotte Energy Materials Corporation announced private placement to issue Series 1 Unregistered-type unsecured non-segregated capital-recognized perpetual private placement convertible bonds with warrants for a gross proceeds of KRW 150,000,000,000 on November 25, 2024. The transaction includes participation from new investor, Stic Special Situation Win Limited. The bonds have zero coupon rate and zero yield to maturity rate. The bonds will mature on February 25, 2055. The bonds will be 100% converted into 5,242,555 common shares at a fixed conversion price of KRW 28,612 per share. The conversion period is from February 25, 2026 to February 25, 2055. The payment date of the transaction is February 25, 2025. The transaction has been approved by the board of directors of the company. The issuance is subject to prohibition of conversion and division of debentures for one year from the date of issuance of debentures.
分析記事 • Nov 13Lotte Energy Materials Corporation (KRX:020150) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyLotte Energy Materials Corporation ( KRX:020150 ) shareholders won't be pleased to see that the share price has had a...
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 79%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩973.7m to ₩940.9m. EPS estimate also fell from ₩274 per share to ₩57.26 per share. Net income forecast to grow 239% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩46,650 to ₩43,950. Share price fell 6.3% to ₩35,750 over the past week.
分析記事 • Sep 25Lotte Energy Materials (KRX:020150) May Have Issues Allocating Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Sep 07Lotte Energy Materials Corporation's (KRX:020150) 29% Jump Shows Its Popularity With InvestorsLotte Energy Materials Corporation ( KRX:020150 ) shareholders are no doubt pleased to see that the share price has...
分析記事 • Aug 26Shareholders Can Be Confident That Lotte Energy Materials' (KRX:020150) Earnings Are High QualityLotte Energy Materials Corporation's ( KRX:020150 ) strong earnings report was rewarded with a positive stock price...
Price Target Changed • Aug 22Price target decreased by 8.2% to ₩45,889Down from ₩50,000, the current price target is an average from 9 analysts. New target price is 25% above last closing price of ₩36,700. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₩314 next year compared to a net loss per share of ₩706 last year.
New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.0% 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 • Jul 12Market Participants Recognise Lotte Energy Materials Corporation's (KRX:020150) RevenuesWhen you see that almost half of the companies in the Electronic industry in Korea have price-to-sales ratios (or...
お知らせ • Jun 15Lotte Energy Materials Corporation(KOSE:A020150) dropped from KOSPI 200 IndexILJIN Materials Co., Ltd. will be removed from KOSPI 200 Index.
分析記事 • Jun 13Here's What's Concerning About Lotte Energy Materials' (KRX:020150) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • May 02Lotte Energy Materials (KRX:020150) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Mar 20Lotte Energy Materials Corporation (KRX:020150) Not Lagging Industry On Growth Or PricingWhen close to half the companies in the Electronic industry in Korea have price-to-sales ratios (or "P/S") below 1x...
Reported Earnings • Mar 20Full year 2023 earnings released: ₩706 loss per share (vs ₩950 profit in FY 2022)Full year 2023 results: ₩706 loss per share (down from ₩950 profit in FY 2022). Revenue: ₩809.0b (up 11% from FY 2022). Net loss: ₩32.5b (down 174% from profit in FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 27Be Wary Of Lotte Energy Materials (KRX:020150) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Price Target Changed • Feb 06Price target decreased by 10.0% to ₩48,917Down from ₩54,333, the current price target is an average from 12 analysts. New target price is 50% above last closing price of ₩32,650. Stock is down 50% over the past year. The company is forecast to post a net loss per share of ₩582 compared to earnings per share of ₩950 last year.
Price Target Changed • Feb 05Price target decreased by 8.4% to ₩51,000Down from ₩55,667, the current price target is an average from 12 analysts. New target price is 55% above last closing price of ₩32,950. Stock is down 49% over the past year. The company is forecast to post a net loss per share of ₩582 compared to earnings per share of ₩950 last year.
Upcoming Dividend • Dec 20Upcoming dividend of ₩300 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (0.9%).
Price Target Changed • Nov 11Price target decreased by 7.1% to ₩58,700Down from ₩63,200, the current price target is an average from 10 analysts. New target price is 46% above last closing price of ₩40,200. Stock is down 38% over the past year. The company is forecast to post a net loss per share of ₩622 compared to earnings per share of ₩950 last year.
Price Target Changed • Sep 12Price target decreased by 7.1% to ₩65,833Down from ₩70,889, the current price target is an average from 12 analysts. New target price is 52% above last closing price of ₩43,450. Stock is down 37% over the past year. The company is forecast to post a net loss per share of ₩79.84 compared to earnings per share of ₩950 last year.
Price Target Changed • Jun 24Price target decreased by 7.5% to ₩80,013Down from ₩86,513, the current price target is an average from 8 analysts. New target price is 42% above last closing price of ₩56,500. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩410 for next year compared to ₩950 last year.
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.07b to ₩1.01b. EPS estimate also fell from ₩2,426 per share to ₩2,142 per share. Net income forecast to grow 118% next year vs 11% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩88,388 to ₩86,513. Share price rose 5.2% to ₩72,400 over the past week.
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩950 (down from ₩1,361 in FY 2021). Revenue: ₩729.4b (up 5.9% from FY 2021). Net income: ₩43.8b (down 30% from FY 2021). Profit margin: 6.0% (down from 9.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 36% p.a. on average during the next 2 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 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩71,300, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 54% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.0%).
Price Target Changed • Dec 16Price target decreased to ₩99,456Down from ₩107,180, the current price target is an average from 9 analysts. New target price is 74% above last closing price of ₩57,100. Stock is down 52% over the past year. The company is forecast to post earnings per share of ₩1,493 for next year compared to ₩1,361 last year.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩866.2m to ₩784.0m. EPS estimate also fell from ₩1,725 per share to ₩1,383 per share. Net income forecast to grow 58% next year vs 21% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩107,180 to ₩104,510. Share price was steady at ₩65,100 over the past week.
Price Target Changed • Nov 16Price target decreased to ₩107,180Down from ₩115,300, the current price target is an average from 10 analysts. New target price is 63% above last closing price of ₩65,900. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩1,725 for next year compared to ₩1,361 last year.
Price Target Changed • Oct 26Price target decreased to ₩107,180Down from ₩115,300, the current price target is an average from 10 analysts. New target price is 90% above last closing price of ₩56,400. Stock is down 46% over the past year. The company is forecast to post earnings per share of ₩1,725 for next year compared to ₩1,361 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 ₩52,100, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 42% over the past three years.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩952.6m to ₩868.4m. EPS estimate also fell from ₩2,141 per share to ₩1,763 per share. Net income forecast to grow 32% next year vs 24% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩130,000 to ₩119,222. Share price fell 3.6% to ₩74,000 over the past week.
Price Target Changed • Aug 18Price target decreased to ₩121,625Down from ₩136,000, the current price target is an average from 8 analysts. New target price is 68% above last closing price of ₩72,500. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ₩2,012 for next year compared to ₩1,361 last year.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩66,300, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 77% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩93,500, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 195% over the past three years.
Major Estimate Revision • Mar 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩3,035 to ₩2,508 per share. Revenue forecast steady at ₩998.7m. Net income forecast to grow 86% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩134,222 to ₩137,556. Share price rose 4.6% to ₩90,700 over the past week.
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 15 April 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.4%).
Price Target Changed • Nov 16Price target increased to ₩125,545Up from ₩115,909, the current price target is an average from 11 analysts. New target price is 9.6% above last closing price of ₩114,500. Stock is up 158% over the past year. The company is forecast to post earnings per share of ₩1,751 for next year compared to ₩927 last year.
Price Target Changed • Oct 26Price target increased to ₩115,909Up from ₩107,273, the current price target is an average from 11 analysts. New target price is 10% above last closing price of ₩105,000. Stock is up 151% over the past year. The company is forecast to post earnings per share of ₩1,630 for next year compared to ₩927 last year.
Price Target Changed • Oct 20Price target increased to ₩111,818Up from ₩100,727, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₩109,500. Stock is up 166% over the past year. The company is forecast to post earnings per share of ₩1,630 for next year compared to ₩927 last year.
Price Target Changed • Jun 08Price target increased to ₩83,833Up from ₩77,455, the current price target is an average from 12 analysts. New target price is 25% above last closing price of ₩67,000. Stock is up 40% over the past year.
Price Target Changed • May 31Price target increased to ₩81,455Up from ₩75,818, the current price target is an average from 10 analysts. New target price is 24% above last closing price of ₩65,700. Stock is up 40% over the past year.
分析記事 • Mar 25ILJIN Materials (KRX:020150) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Mar 12ILJIN Materials Co., Ltd., Annual General Meeting, Mar 31, 2021ILJIN Materials Co., Ltd., Annual General Meeting, Mar 31, 2021, at 09:00 Korea Standard Time.
分析記事 • Mar 10Is There Now An Opportunity In ILJIN Materials Co., Ltd. (KRX:020150)?ILJIN Materials Co., Ltd. ( KRX:020150 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...
分析記事 • Feb 23Shareholders of ILJIN Materials (KRX:020150) Must Be Delighted With Their 606% Total ReturnWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...
Price Target Changed • Feb 19Price target raised to ₩72,818Up from ₩65,909, the current price target is an average from 11 analysts. The new target price is 9.9% below the current share price of ₩80,800. As of last close, the stock is up 54% over the past year.
Is New 90 Day High Low • Feb 17New 90-day high: ₩80,000The company is up 81% from its price of ₩44,300 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩674 per share.
Price Target Changed • Feb 10Price target raised to ₩65,909Up from ₩61,250, the current price target is an average from 11 analysts. The new target price is 15% below the current share price of ₩77,400. As of last close, the stock is up 47% over the past year.
分析記事 • Feb 07What Do The Returns At ILJIN Materials (KRX:020150) Mean Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Is New 90 Day High Low • Jan 26New 90-day high: ₩66,000The company is up 55% from its price of ₩42,550 on 28 October 2020. The South Korean market is up 36% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 57% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,891 per share.
分析記事 • Jan 25What Kind Of Shareholders Hold The Majority In ILJIN Materials Co., Ltd.'s (KRX:020150) Shares?Every investor in ILJIN Materials Co., Ltd. ( KRX:020150 ) should be aware of the most powerful shareholder groups...
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩60,800, the stock is trading at a trailing P/E ratio of 63.1x, up from the previous P/E ratio of 54.6x. This compares to an average P/E of 26x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 55%.
分析記事 • Jan 12Are ILJIN Materials's (KRX:020150) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
Is New 90 Day High Low • Jan 08New 90-day high: ₩56,400The company is up 24% from its price of ₩45,400 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,892 per share.
分析記事 • Dec 30Can Mixed Fundamentals Have A Negative Impact on ILJIN Materials Co., Ltd. (KRX:020150) Current Share Price Momentum?ILJIN Materials' (KRX:020150) stock is up by a considerable 13% over the past three months. But the company's key...
分析記事 • Dec 17These 4 Measures Indicate That ILJIN Materials (KRX:020150) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Dec 16New 90-day high: ₩49,700The company is up 3.0% from its price of ₩48,300 on 17 September 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 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩7,275 per share.
分析記事 • Dec 04Should You Investigate ILJIN Materials Co., Ltd. (KRX:020150) At ₩47,150?ILJIN Materials Co., Ltd. ( KRX:020150 ), might not be a large cap stock, but it saw a double-digit share price rise of...
分析記事 • Nov 19Shareholders of ILJIN Materials (KRX:020150) Must Be Delighted With Their 416% Total ReturnILJIN Materials Co., Ltd. (KRX:020150) shareholders might be concerned after seeing the share price drop 11% in the...
Major Estimate Revision • Nov 18Analysts lower EPS estimates to ₩949The 2020 consensus revenue estimate was lowered from ₩629.0m to ₩566.3m. Earning per share (EPS) estimate was also lowered from ₩1,285 to ₩949 for the same period. Net income is expected to grow by 40% next year compared to 59% growth forecast for the Electronic industry in South Korea. The consensus price target was lowered from ₩62,571 to ₩60,000. Share price is down by 2.7% to ₩44,600 over the past week.
Is New 90 Day High Low • Oct 16New 90-day low: ₩41,800The company is down 17% from its price of ₩50,500 on 17 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩15,656 per share.
Is New 90 Day High Low • Sep 22New 90-day low: ₩46,450The company is down 5.0% from its price of ₩48,650 on 24 June 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩17,829 per share.