View Future GrowthBH 過去の業績過去 基準チェック /16BHの収益は年間平均-6.8%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間5.5% 15.1%割合で 増加しています。 BHの自己資本利益率は5.1%であり、純利益率は1.7%です。主要情報-6.81%収益成長率-7.01%EPS成長率Electronic 業界の成長21.63%収益成長率15.11%株主資本利益率5.14%ネット・マージン1.73%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Nov 19Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₩1,215 (up from ₩1,084 in 3Q 2024). Revenue: ₩562.5b (up 13% from 3Q 2024). Net income: ₩37.8b (up 11% from 3Q 2024). Profit margin: 6.7% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 10% 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 fallen by 58% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 19Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₩69.00 (down from ₩843 in 2Q 2024). Revenue: ₩389.7b (down 17% from 2Q 2024). Net income: ₩2.11b (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • May 21First quarter 2025 earnings released: ₩917 loss per share (vs ₩363 profit in 1Q 2024)First quarter 2025 results: ₩917 loss per share (down from ₩363 profit in 1Q 2024). Revenue: ₩332.4b (up 11% from 1Q 2024). Net loss: ₩28.3b (down 347% from profit in 1Q 2024). Revenue is forecast to grow 5.6% 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, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.分析記事 • May 27BH's (KRX:090460) Soft Earnings Are Actually Better Than They AppearThe most recent earnings report from BH Co., Ltd. ( KRX:090460 ) was disappointing for shareholders. However, our...すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩37,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩63,812 per share.Price Target Changed • Apr 22Price target increased by 9.3% to ₩28,664Up from ₩26,230, the current price target is an average from 11 analysts. New target price is 19% below last closing price of ₩35,550. Stock is up 181% over the past year. The company is forecast to post earnings per share of ₩2,668 for next year compared to ₩991 last year.New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% 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 (13% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin).Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₩29,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩33,033 per share.お知らせ • Mar 13BH Co., Ltd., Annual General Meeting, Mar 26, 2026BH Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 25, pyeongcheon-ro 199beon-gil, bupyeong-gu, incheon South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₩15,130, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Electronic industry in South Korea. Total loss to shareholders of 37% over the past three years.分析記事 • Feb 11BH Co., Ltd. (KRX:090460) Held Back By Insufficient Growth Even After Shares Climb 27%BH Co., Ltd. ( KRX:090460 ) shareholders have had their patience rewarded with a 27% share price jump in the last...Price Target Changed • Feb 11Price target increased by 9.8% to ₩23,409Up from ₩21,318, the current price target is an average from 11 analysts. New target price is 8.1% above last closing price of ₩21,650. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₩539 for next year compared to ₩2,133 last year.分析記事 • Jan 28Is BH (KRX:090460) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 27Returns On Capital Signal Tricky Times Ahead For BH (KRX:090460)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Reported Earnings • Nov 19Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₩1,215 (up from ₩1,084 in 3Q 2024). Revenue: ₩562.5b (up 13% from 3Q 2024). Net income: ₩37.8b (up 11% from 3Q 2024). Profit margin: 6.7% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 10% 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 fallen by 58% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Sep 24BH Co., Ltd. announced that it has received KRW 27 billion in funding from Samsung Securities Co.,Ltd., NH Investment & Securities Co., Ltd., Kiwoom Securities Co., Ltd., IBK Securities Co., Ltd., LS SECURITIES Co., Ltd.On September 23, 2025, BH Co., Ltd closed the transaction.お知らせ • Sep 17BH Co., Ltd. announced that it expects to receive KRW 27 billion in funding from Samsung Securities Co.,Ltd., NH Investment & Securities Co., Ltd., Kiwoom Securities Co., Ltd., IBK Securities Co., Ltd., LS SECURITIES Co., Ltd.BH Co., Ltd announced a private placement to issue Series 4 Zero Coupon Bearer Unsecured Convertible Bonds for aggregate gross proceeds of KRW 27,000,000,000 on September 15, 2025. The bonds are restricted, 100% convertible into common shares at a conversion price of KRW 21,600, will have a maturity date of September 23, 2030 and a conversion period between October 23, 2025 to August 23, 2030. The transaction has been approved by the board of directors and is expected to close on September 23, 2025. The transaction will include participation from Samsung Securities Co.,Ltd, NH Investment & Securities Co., Ltd, Kiwoom Securities Co., Ltd, IBK Securities Co., Ltd and LS SECURITIES Co., Ltd.分析記事 • Sep 05Subdued Growth No Barrier To BH Co., Ltd. (KRX:090460) With Shares Advancing 26%BH Co., Ltd. ( KRX:090460 ) shares have continued their recent momentum with a 26% gain in the last month alone...Reported Earnings • Aug 19Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₩69.00 (down from ₩843 in 2Q 2024). Revenue: ₩389.7b (down 17% from 2Q 2024). Net income: ₩2.11b (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩17,960, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in South Korea. Total loss to shareholders of 33% over the past three years.分析記事 • Jul 22We Think BH (KRX:090460) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jul 22Market Participants Recognise BH Co., Ltd.'s (KRX:090460) Earnings Pushing Shares 28% HigherBH Co., Ltd. ( KRX:090460 ) shareholders have had their patience rewarded with a 28% share price jump in the last...Major Estimate Revision • Jul 10Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.76b to ₩1.74b. EPS estimate also fell from ₩1,864 per share to ₩1,462 per share. Net income forecast to grow 123% next year vs 13% growth forecast for Electronic industry in South Korea. Consensus price target of ₩18,800 unchanged from last update. Share price was steady at ₩12,880 over the past week.Price Target Changed • Jun 11Price target decreased by 8.0% to ₩20,400Down from ₩22,167, the current price target is an average from 10 analysts. New target price is 62% above last closing price of ₩12,600. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₩1,857 for next year compared to ₩2,133 last year.Reported Earnings • May 21First quarter 2025 earnings released: ₩917 loss per share (vs ₩363 profit in 1Q 2024)First quarter 2025 results: ₩917 loss per share (down from ₩363 profit in 1Q 2024). Revenue: ₩332.4b (up 11% from 1Q 2024). Net loss: ₩28.3b (down 347% from profit in 1Q 2024). Revenue is forecast to grow 5.6% 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, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,630, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 53% over the past three years.分析記事 • Apr 04There's No Escaping BH Co., Ltd.'s (KRX:090460) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 6.1x BH Co., Ltd. ( KRX:090460 ) may be sending bullish signals at the...New Risk • Apr 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% 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.お知らせ • Mar 18BH Co., Ltd., Annual General Meeting, Mar 31, 2025BH Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 25, pyeongcheon-ro 199beon-gil, bupyeong-gu, incheon South KoreaPrice Target Changed • Mar 01Price target decreased by 9.2% to ₩22,917Down from ₩25,250, the current price target is an average from 12 analysts. New target price is 53% above last closing price of ₩15,020. Stock is down 12% over the past year. The company is forecast to post earnings per share of ₩2,913 for next year compared to ₩2,863 last year.分析記事 • Jan 17Some Investors May Be Worried About BH's (KRX:090460) Returns On CapitalIf 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...Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩17,490, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 16% over the past three years.お知らせ • Dec 12BH Co., Ltd. (KOSE:A090460) announces an Equity Buyback for KRW 10,000 million worth of its shares.BH Co., Ltd. (KOSE:A090460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares, under the contract with Samsung securities co., Ltd. The purpose of the program is to enhance shareholders' value and to stabilize the share price. The program will be valid until June 11, 2025. As of December 11, 2024, the company had 3,082,168 shares in treasury under the dividend capacity and no shares in treasury under other capacities.分析記事 • Nov 26Is BH (KRX:090460) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 02Why Investors Shouldn't Be Surprised By BH Co., Ltd.'s (KRX:090460) 28% Share Price PlungeThe BH Co., Ltd. ( KRX:090460 ) share price has fared very poorly over the last month, falling by a substantial 28...Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩23,850, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 17% over the past three years.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩21,400, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 15% over the past three years.Price Target Changed • Jul 17Price target increased by 9.4% to ₩31,958Up from ₩29,208, the current price target is an average from 12 analysts. New target price is 21% above last closing price of ₩26,450. Stock is down 1.7% over the past year. The company is forecast to post earnings per share of ₩3,303 for next year compared to ₩2,863 last year.分析記事 • Jun 19Does BH (KRX:090460) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩24,700, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 36% over the past three years.New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Profit margins are more than 30% lower than last year (4.9% net profit margin).Price Target Changed • May 31Price target increased by 7.4% to ₩28,583Up from ₩26,625, the current price target is an average from 12 analysts. New target price is 8.1% above last closing price of ₩26,450. Stock is up 1.1% over the past year. The company is forecast to post earnings per share of ₩3,129 for next year compared to ₩2,863 last year.分析記事 • May 27BH's (KRX:090460) Soft Earnings Are Actually Better Than They AppearThe most recent earnings report from BH Co., Ltd. ( KRX:090460 ) was disappointing for shareholders. However, our...分析記事 • May 22BH Co., Ltd. (KRX:090460) Held Back By Insufficient Growth Even After Shares Climb 44%BH Co., Ltd. ( KRX:090460 ) shares have had a really impressive month, gaining 44% after a shaky period beforehand. But...Major Estimate Revision • May 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.72b to ₩1.74b. EPS estimate increased from ₩2,663 to ₩2,978 per share. Net income forecast to grow 10% next year vs 43% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩26,958. Share price rose 24% to ₩20,700 over the past week.分析記事 • May 03When Should You Buy BH Co., Ltd. (KRX:090460)?BH Co., Ltd. ( KRX:090460 ), is not the largest company out there, but it saw a significant share price rise of 30% in...Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩20,650, 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 29% over the past three years.Price Target Changed • Feb 27Price target decreased by 8.1% to ₩27,625Down from ₩30,045, the current price target is an average from 12 analysts. New target price is 62% above last closing price of ₩17,100. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩3,301 for next year compared to ₩4,551 last year.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.75b to ₩1.66b. EPS estimate also fell from ₩3,442 per share to ₩3,012 per share. Net income forecast to grow 15% next year vs 61% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩30,045 to ₩28,708. Share price fell 2.8% to ₩17,640 over the past week.お知らせ • Feb 20BH Co., Ltd. (KOSE:A090460) announces an Equity Buyback for KRW 5,000 million worth of its shares.BH Co., Ltd. (KOSE:A090460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares, under the contract with samsung securities co., Ltd. The purpose of the program is to enhance shareholders' value and to stabilize the share price. The program will be valid until August 19, 2024. As of February 19, 2024, the company had 2,788,561 shares in treasury under the dividend capacity and no shares in treasury under other capacities.Upcoming Dividend • Dec 20Upcoming dividend of ₩250 per share at 1.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 17 April 2024. Payout ratio is a comfortable 8.6% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).Price Target Changed • Nov 07Price target decreased by 9.2% to ₩32,700Down from ₩36,000, the current price target is an average from 10 analysts. New target price is 64% above last closing price of ₩19,960. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩3,356 for next year compared to ₩4,551 last year.Price Target Changed • Nov 01Price target decreased by 7.8% to ₩34,222Down from ₩37,125, the current price target is an average from 9 analysts. New target price is 84% above last closing price of ₩18,580. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₩3,535 for next year compared to ₩4,551 last year.New Risk • Aug 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.9% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.9% net profit margin).Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩26,350, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,156 per share.Upcoming Dividend • Dec 21Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 12 April 2023. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.0%).お知らせ • Nov 16BH Co., Ltd. (KOSDAQ:A090460) announces an Equity Buyback for KRW 5,000 million worth of its shares.BH Co., Ltd. (KOSDAQ:A090460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares, under the contract with samsung securities co., Ltd. The purpose of the program is to enhance shareholders' value and to stabilize the share price. The program will be valid until May 14, 2023. As of November 14, 2022, the company had 2,586,488 shares in treasury under the dividend capacity and no shares in treasury under other capacities.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. 4 experienced directors. No highly experienced directors. 1 independent director (3 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 • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩27,150, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 47% over the past three years.Price Target Changed • Jun 14Price target increased to ₩34,511Up from ₩31,371, the current price target is an average from 9 analysts. New target price is 33% above last closing price of ₩25,900. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₩3,540 for next year compared to ₩2,630 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. 4 experienced directors. No highly experienced directors. 1 independent director (3 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 21% share price gain to ₩22,800, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,743 per share.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩19,550, 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 17% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).Price Target Changed • Nov 30Price target increased to ₩25,844Up from ₩24,100, the current price target is an average from 9 analysts. New target price is 22% above last closing price of ₩21,100. Stock is down 4.3% over the past year. The company is forecast to post earnings per share of ₩1,838 for next year compared to ₩848 last year.Price Target Changed • May 23Price target decreased to ₩23,818Down from ₩26,636, the current price target is an average from 11 analysts. New target price is 45% above last closing price of ₩16,400. Stock is down 7.6% over the past year.Price Target Changed • May 11Price target decreased to ₩24,364Down from ₩26,636, the current price target is an average from 11 analysts. New target price is 47% above last closing price of ₩16,550. Stock is down 3.2% over the past year.分析記事 • Apr 05BH Co., Ltd. (KOSDAQ:090460) Has Got What It Takes To Be An Attractive Dividend StockDividend paying stocks like BH Co., Ltd. ( KOSDAQ:090460 ) tend to be popular with investors, and for good reason...分析記事 • Mar 07We Think BH (KOSDAQ:090460) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Mar 04New 90-day low: ₩17,950The company is down 15% from its price of ₩21,150 on 04 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 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩83,313 per share.分析記事 • Feb 19What Do The Returns At BH (KOSDAQ:090460) Mean Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Price Target Changed • Feb 13Price target lowered to ₩27,182Down from ₩29,300, the current price target is an average from 10 analysts. The new target price is 42% above the current share price of ₩19,200. As of last close, the stock is down 17% over the past year.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩19,200, the stock is trading at a trailing P/E ratio of 18.2x, down from the previous P/E ratio of 21.5x. This compares to an average P/E of 28x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 2.4%.Is New 90 Day High Low • Feb 09New 90-day low: ₩20,050The company is down 6.0% from its price of ₩21,400 on 11 November 2020. The South Korean market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩53,731 per share.分析記事 • Feb 04Do Institutions Own BH Co., Ltd. (KOSDAQ:090460) Shares?A look at the shareholders of BH Co., Ltd. ( KOSDAQ:090460 ) can tell us which group is most powerful. Generally...分析記事 • Jan 20Is Now An Opportune Moment To Examine BH Co., Ltd. (KOSDAQ:090460)?While BH Co., Ltd. ( KOSDAQ:090460 ) might not be the most widely known stock at the moment, it saw a decent share...Is New 90 Day High Low • Jan 14New 90-day high: ₩23,600The company is up 7.0% from its price of ₩22,000 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 ₩59,168 per share.分析記事 • Jan 05Is BH Co., Ltd.'s (KOSDAQ:090460) Recent Performance Tethered To Its Attractive Financial Prospects?BH's (KOSDAQ:090460) stock up by 4.5% over the past month. Given that the market rewards strong financials in the...分析記事 • Dec 21If You Had Bought BH (KOSDAQ:090460) Stock Five Years Ago, You Could Pocket A 703% Gain TodayBuying shares in the best businesses can build meaningful wealth for you and your family. While the best companies are...分析記事 • Dec 06Is BH (KOSDAQ:090460) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Nov 20What Can The Trends At BH (KOSDAQ:090460) Tell Us About Their Returns?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...収支内訳BH の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KOSE:A090460 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Dec 251,792,66031,02869,6316,66330 Sep 251,772,5026,76667,9454,66230 Jun 251,709,2682,92967,1562,66031 Mar 251,788,01427,27565,6623,87331 Dec 241,754,44267,02960,3984,60330 Sep 241,783,27884,53059,5757,41930 Jun 241,740,11899,37453,4227,42131 Mar 241,576,92876,76754,9855,61731 Dec 231,591,99290,68554,0884,27530 Sep 231,577,79991,80664,5921,39430 Jun 231,594,957110,75865,70299531 Mar 231,628,735139,94761,41051531 Dec 221,681,054143,91856,21911530 Sep 221,580,603170,16235,947030 Jun 221,441,092148,83431,520031 Mar 221,264,399120,41025,511031 Dec 211,036,96381,73626,448030 Sep 21866,60435,25426,434030 Jun 21769,02217,27425,779031 Mar 21712,1812,46825,686031 Dec 20721,35825,90425,056030 Sep 20660,44932,02219,434030 Jun 20688,71238,35723,329031 Mar 20694,43357,74223,684031 Dec 19654,85456,60123,388030 Sep 19709,64094,73353,700030 Jun 19717,83481,71753,777031 Mar 19742,28588,42353,712031 Dec 18767,88283,92054,590030 Sep 18822,50259,87635,589030 Jun 18740,01162,14632,008031 Mar 18722,74356,10031,366031 Dec 17691,34246,38131,360030 Sep 17490,16923,78525,094030 Jun 17394,996-5,58924,565031 Mar 17364,078-24,19524,072031 Dec 16371,954-24,49823,511030 Sep 16397,091-16,65623,798030 Jun 16404,387-8,98422,523031 Mar 16391,5982,25521,568031 Dec 15364,6238,69320,337030 Sep 15333,42814,29719,828030 Jun 15304,68814,41019,3770質の高い収益: A090460は 高品質の収益 を持っています。利益率の向上: A090460の現在の純利益率 (1.7%)は、昨年(3.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A090460の収益は過去 5 年間で年間6.8%減少しました。成長の加速: A090460は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: A090460は過去 1 年間で収益成長率がマイナス ( -53.7% ) となったため、 Electronic業界平均 ( -9.1% ) と比較することが困難です。株主資本利益率高いROE: A090460の 自己資本利益率 ( 5.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/21 16:14終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BH Co., Ltd. 11 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。14 アナリスト機関Yonghwan LeeCGS InternationalJosh YangCitigroup IncKangho ParkDaishin Securities Co. Ltd.11 その他のアナリストを表示
Reported Earnings • Nov 19Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₩1,215 (up from ₩1,084 in 3Q 2024). Revenue: ₩562.5b (up 13% from 3Q 2024). Net income: ₩37.8b (up 11% from 3Q 2024). Profit margin: 6.7% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 10% 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 fallen by 58% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 19Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₩69.00 (down from ₩843 in 2Q 2024). Revenue: ₩389.7b (down 17% from 2Q 2024). Net income: ₩2.11b (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 21First quarter 2025 earnings released: ₩917 loss per share (vs ₩363 profit in 1Q 2024)First quarter 2025 results: ₩917 loss per share (down from ₩363 profit in 1Q 2024). Revenue: ₩332.4b (up 11% from 1Q 2024). Net loss: ₩28.3b (down 347% from profit in 1Q 2024). Revenue is forecast to grow 5.6% 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, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
分析記事 • May 27BH's (KRX:090460) Soft Earnings Are Actually Better Than They AppearThe most recent earnings report from BH Co., Ltd. ( KRX:090460 ) was disappointing for shareholders. However, our...
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩37,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩63,812 per share.
Price Target Changed • Apr 22Price target increased by 9.3% to ₩28,664Up from ₩26,230, the current price target is an average from 11 analysts. New target price is 19% below last closing price of ₩35,550. Stock is up 181% over the past year. The company is forecast to post earnings per share of ₩2,668 for next year compared to ₩991 last year.
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% 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 (13% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin).
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₩29,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩33,033 per share.
お知らせ • Mar 13BH Co., Ltd., Annual General Meeting, Mar 26, 2026BH Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 25, pyeongcheon-ro 199beon-gil, bupyeong-gu, incheon South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₩15,130, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Electronic industry in South Korea. Total loss to shareholders of 37% over the past three years.
分析記事 • Feb 11BH Co., Ltd. (KRX:090460) Held Back By Insufficient Growth Even After Shares Climb 27%BH Co., Ltd. ( KRX:090460 ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Price Target Changed • Feb 11Price target increased by 9.8% to ₩23,409Up from ₩21,318, the current price target is an average from 11 analysts. New target price is 8.1% above last closing price of ₩21,650. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₩539 for next year compared to ₩2,133 last year.
分析記事 • Jan 28Is BH (KRX:090460) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 27Returns On Capital Signal Tricky Times Ahead For BH (KRX:090460)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Reported Earnings • Nov 19Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₩1,215 (up from ₩1,084 in 3Q 2024). Revenue: ₩562.5b (up 13% from 3Q 2024). Net income: ₩37.8b (up 11% from 3Q 2024). Profit margin: 6.7% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 10% 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 fallen by 58% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 24BH Co., Ltd. announced that it has received KRW 27 billion in funding from Samsung Securities Co.,Ltd., NH Investment & Securities Co., Ltd., Kiwoom Securities Co., Ltd., IBK Securities Co., Ltd., LS SECURITIES Co., Ltd.On September 23, 2025, BH Co., Ltd closed the transaction.
お知らせ • Sep 17BH Co., Ltd. announced that it expects to receive KRW 27 billion in funding from Samsung Securities Co.,Ltd., NH Investment & Securities Co., Ltd., Kiwoom Securities Co., Ltd., IBK Securities Co., Ltd., LS SECURITIES Co., Ltd.BH Co., Ltd announced a private placement to issue Series 4 Zero Coupon Bearer Unsecured Convertible Bonds for aggregate gross proceeds of KRW 27,000,000,000 on September 15, 2025. The bonds are restricted, 100% convertible into common shares at a conversion price of KRW 21,600, will have a maturity date of September 23, 2030 and a conversion period between October 23, 2025 to August 23, 2030. The transaction has been approved by the board of directors and is expected to close on September 23, 2025. The transaction will include participation from Samsung Securities Co.,Ltd, NH Investment & Securities Co., Ltd, Kiwoom Securities Co., Ltd, IBK Securities Co., Ltd and LS SECURITIES Co., Ltd.
分析記事 • Sep 05Subdued Growth No Barrier To BH Co., Ltd. (KRX:090460) With Shares Advancing 26%BH Co., Ltd. ( KRX:090460 ) shares have continued their recent momentum with a 26% gain in the last month alone...
Reported Earnings • Aug 19Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₩69.00 (down from ₩843 in 2Q 2024). Revenue: ₩389.7b (down 17% from 2Q 2024). Net income: ₩2.11b (down 92% from 2Q 2024). Profit margin: 0.5% (down from 5.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩17,960, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in South Korea. Total loss to shareholders of 33% over the past three years.
分析記事 • Jul 22We Think BH (KRX:090460) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jul 22Market Participants Recognise BH Co., Ltd.'s (KRX:090460) Earnings Pushing Shares 28% HigherBH Co., Ltd. ( KRX:090460 ) shareholders have had their patience rewarded with a 28% share price jump in the last...
Major Estimate Revision • Jul 10Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.76b to ₩1.74b. EPS estimate also fell from ₩1,864 per share to ₩1,462 per share. Net income forecast to grow 123% next year vs 13% growth forecast for Electronic industry in South Korea. Consensus price target of ₩18,800 unchanged from last update. Share price was steady at ₩12,880 over the past week.
Price Target Changed • Jun 11Price target decreased by 8.0% to ₩20,400Down from ₩22,167, the current price target is an average from 10 analysts. New target price is 62% above last closing price of ₩12,600. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₩1,857 for next year compared to ₩2,133 last year.
Reported Earnings • May 21First quarter 2025 earnings released: ₩917 loss per share (vs ₩363 profit in 1Q 2024)First quarter 2025 results: ₩917 loss per share (down from ₩363 profit in 1Q 2024). Revenue: ₩332.4b (up 11% from 1Q 2024). Net loss: ₩28.3b (down 347% from profit in 1Q 2024). Revenue is forecast to grow 5.6% 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, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,630, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 53% over the past three years.
分析記事 • Apr 04There's No Escaping BH Co., Ltd.'s (KRX:090460) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 6.1x BH Co., Ltd. ( KRX:090460 ) may be sending bullish signals at the...
New Risk • Apr 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% 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.
お知らせ • Mar 18BH Co., Ltd., Annual General Meeting, Mar 31, 2025BH Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 25, pyeongcheon-ro 199beon-gil, bupyeong-gu, incheon South Korea
Price Target Changed • Mar 01Price target decreased by 9.2% to ₩22,917Down from ₩25,250, the current price target is an average from 12 analysts. New target price is 53% above last closing price of ₩15,020. Stock is down 12% over the past year. The company is forecast to post earnings per share of ₩2,913 for next year compared to ₩2,863 last year.
分析記事 • Jan 17Some Investors May Be Worried About BH's (KRX:090460) Returns On CapitalIf 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...
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩17,490, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 16% over the past three years.
お知らせ • Dec 12BH Co., Ltd. (KOSE:A090460) announces an Equity Buyback for KRW 10,000 million worth of its shares.BH Co., Ltd. (KOSE:A090460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares, under the contract with Samsung securities co., Ltd. The purpose of the program is to enhance shareholders' value and to stabilize the share price. The program will be valid until June 11, 2025. As of December 11, 2024, the company had 3,082,168 shares in treasury under the dividend capacity and no shares in treasury under other capacities.
分析記事 • Nov 26Is BH (KRX:090460) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 02Why Investors Shouldn't Be Surprised By BH Co., Ltd.'s (KRX:090460) 28% Share Price PlungeThe BH Co., Ltd. ( KRX:090460 ) share price has fared very poorly over the last month, falling by a substantial 28...
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩23,850, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 17% over the past three years.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩21,400, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 15% over the past three years.
Price Target Changed • Jul 17Price target increased by 9.4% to ₩31,958Up from ₩29,208, the current price target is an average from 12 analysts. New target price is 21% above last closing price of ₩26,450. Stock is down 1.7% over the past year. The company is forecast to post earnings per share of ₩3,303 for next year compared to ₩2,863 last year.
分析記事 • Jun 19Does BH (KRX:090460) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩24,700, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 36% over the past three years.
New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Profit margins are more than 30% lower than last year (4.9% net profit margin).
Price Target Changed • May 31Price target increased by 7.4% to ₩28,583Up from ₩26,625, the current price target is an average from 12 analysts. New target price is 8.1% above last closing price of ₩26,450. Stock is up 1.1% over the past year. The company is forecast to post earnings per share of ₩3,129 for next year compared to ₩2,863 last year.
分析記事 • May 27BH's (KRX:090460) Soft Earnings Are Actually Better Than They AppearThe most recent earnings report from BH Co., Ltd. ( KRX:090460 ) was disappointing for shareholders. However, our...
分析記事 • May 22BH Co., Ltd. (KRX:090460) Held Back By Insufficient Growth Even After Shares Climb 44%BH Co., Ltd. ( KRX:090460 ) shares have had a really impressive month, gaining 44% after a shaky period beforehand. But...
Major Estimate Revision • May 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.72b to ₩1.74b. EPS estimate increased from ₩2,663 to ₩2,978 per share. Net income forecast to grow 10% next year vs 43% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩26,958. Share price rose 24% to ₩20,700 over the past week.
分析記事 • May 03When Should You Buy BH Co., Ltd. (KRX:090460)?BH Co., Ltd. ( KRX:090460 ), is not the largest company out there, but it saw a significant share price rise of 30% in...
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩20,650, 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 29% over the past three years.
Price Target Changed • Feb 27Price target decreased by 8.1% to ₩27,625Down from ₩30,045, the current price target is an average from 12 analysts. New target price is 62% above last closing price of ₩17,100. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩3,301 for next year compared to ₩4,551 last year.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.75b to ₩1.66b. EPS estimate also fell from ₩3,442 per share to ₩3,012 per share. Net income forecast to grow 15% next year vs 61% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩30,045 to ₩28,708. Share price fell 2.8% to ₩17,640 over the past week.
お知らせ • Feb 20BH Co., Ltd. (KOSE:A090460) announces an Equity Buyback for KRW 5,000 million worth of its shares.BH Co., Ltd. (KOSE:A090460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares, under the contract with samsung securities co., Ltd. The purpose of the program is to enhance shareholders' value and to stabilize the share price. The program will be valid until August 19, 2024. As of February 19, 2024, the company had 2,788,561 shares in treasury under the dividend capacity and no shares in treasury under other capacities.
Upcoming Dividend • Dec 20Upcoming dividend of ₩250 per share at 1.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 17 April 2024. Payout ratio is a comfortable 8.6% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
Price Target Changed • Nov 07Price target decreased by 9.2% to ₩32,700Down from ₩36,000, the current price target is an average from 10 analysts. New target price is 64% above last closing price of ₩19,960. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩3,356 for next year compared to ₩4,551 last year.
Price Target Changed • Nov 01Price target decreased by 7.8% to ₩34,222Down from ₩37,125, the current price target is an average from 9 analysts. New target price is 84% above last closing price of ₩18,580. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₩3,535 for next year compared to ₩4,551 last year.
New Risk • Aug 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.9% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.9% net profit margin).
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩26,350, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,156 per share.
Upcoming Dividend • Dec 21Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 12 April 2023. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.0%).
お知らせ • Nov 16BH Co., Ltd. (KOSDAQ:A090460) announces an Equity Buyback for KRW 5,000 million worth of its shares.BH Co., Ltd. (KOSDAQ:A090460) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares, under the contract with samsung securities co., Ltd. The purpose of the program is to enhance shareholders' value and to stabilize the share price. The program will be valid until May 14, 2023. As of November 14, 2022, the company had 2,586,488 shares in treasury under the dividend capacity and no shares in treasury under other capacities.
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. 4 experienced directors. No highly experienced directors. 1 independent director (3 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 • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩27,150, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 47% over the past three years.
Price Target Changed • Jun 14Price target increased to ₩34,511Up from ₩31,371, the current price target is an average from 9 analysts. New target price is 33% above last closing price of ₩25,900. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₩3,540 for next year compared to ₩2,630 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. 4 experienced directors. No highly experienced directors. 1 independent director (3 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 21% share price gain to ₩22,800, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,743 per share.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩19,550, 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 17% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).
Price Target Changed • Nov 30Price target increased to ₩25,844Up from ₩24,100, the current price target is an average from 9 analysts. New target price is 22% above last closing price of ₩21,100. Stock is down 4.3% over the past year. The company is forecast to post earnings per share of ₩1,838 for next year compared to ₩848 last year.
Price Target Changed • May 23Price target decreased to ₩23,818Down from ₩26,636, the current price target is an average from 11 analysts. New target price is 45% above last closing price of ₩16,400. Stock is down 7.6% over the past year.
Price Target Changed • May 11Price target decreased to ₩24,364Down from ₩26,636, the current price target is an average from 11 analysts. New target price is 47% above last closing price of ₩16,550. Stock is down 3.2% over the past year.
分析記事 • Apr 05BH Co., Ltd. (KOSDAQ:090460) Has Got What It Takes To Be An Attractive Dividend StockDividend paying stocks like BH Co., Ltd. ( KOSDAQ:090460 ) tend to be popular with investors, and for good reason...
分析記事 • Mar 07We Think BH (KOSDAQ:090460) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Mar 04New 90-day low: ₩17,950The company is down 15% from its price of ₩21,150 on 04 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 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩83,313 per share.
分析記事 • Feb 19What Do The Returns At BH (KOSDAQ:090460) Mean Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Price Target Changed • Feb 13Price target lowered to ₩27,182Down from ₩29,300, the current price target is an average from 10 analysts. The new target price is 42% above the current share price of ₩19,200. As of last close, the stock is down 17% over the past year.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩19,200, the stock is trading at a trailing P/E ratio of 18.2x, down from the previous P/E ratio of 21.5x. This compares to an average P/E of 28x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 2.4%.
Is New 90 Day High Low • Feb 09New 90-day low: ₩20,050The company is down 6.0% from its price of ₩21,400 on 11 November 2020. The South Korean market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩53,731 per share.
分析記事 • Feb 04Do Institutions Own BH Co., Ltd. (KOSDAQ:090460) Shares?A look at the shareholders of BH Co., Ltd. ( KOSDAQ:090460 ) can tell us which group is most powerful. Generally...
分析記事 • Jan 20Is Now An Opportune Moment To Examine BH Co., Ltd. (KOSDAQ:090460)?While BH Co., Ltd. ( KOSDAQ:090460 ) might not be the most widely known stock at the moment, it saw a decent share...
Is New 90 Day High Low • Jan 14New 90-day high: ₩23,600The company is up 7.0% from its price of ₩22,000 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 ₩59,168 per share.
分析記事 • Jan 05Is BH Co., Ltd.'s (KOSDAQ:090460) Recent Performance Tethered To Its Attractive Financial Prospects?BH's (KOSDAQ:090460) stock up by 4.5% over the past month. Given that the market rewards strong financials in the...
分析記事 • Dec 21If You Had Bought BH (KOSDAQ:090460) Stock Five Years Ago, You Could Pocket A 703% Gain TodayBuying shares in the best businesses can build meaningful wealth for you and your family. While the best companies are...
分析記事 • Dec 06Is BH (KOSDAQ:090460) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Nov 20What Can The Trends At BH (KOSDAQ:090460) Tell Us About Their Returns?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...