View ValuationMCNEX 将来の成長Future 基準チェック /16MCNEX利益と収益がそれぞれ年間6.4%と4.3%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12.9% 4%なると予測されています。主要情報6.4%収益成長率4.00%EPS成長率Electronic 収益成長41.5%収益成長率4.3%将来の株主資本利益率12.90%アナリストカバレッジLow最終更新日09 Apr 2026今後の成長に関する最新情報Price Target Changed • Apr 10Price target decreased by 7.3% to ₩34,000Down from ₩36,667, the current price target is an average from 3 analysts. New target price is 49% above last closing price of ₩22,800. The company is forecast to post earnings per share of ₩2,762 for next year compared to ₩3,145 last year.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩1.38b to ₩1.30b. EPS estimate also fell from ₩3,284 per share to ₩2,802 per share. Net income forecast to shrink 27% next year vs 45% growth forecast for Electronic industry in South Korea . Consensus price target of ₩36,667 unchanged from last update. Share price was steady at ₩28,550 over the past week.Price Target Changed • May 09Price target increased by 7.9% to ₩34,000Up from ₩31,500, the current price target is an average from 4 analysts. New target price is 31% above last closing price of ₩25,950. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of ₩3,125 for next year compared to ₩3,661 last year.Major Estimate Revision • May 08Consensus revenue estimates increase by 19%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩1.19b to ₩1.42b. EPS estimate increased from ₩2,809 to ₩3,599 per share. Net income forecast to grow 1.7% next year vs 5.2% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩31,500 to ₩32,250. Share price rose 7.9% to ₩25,850 over the past week.Price Target Changed • Feb 18Price target increased by 7.4% to ₩29,000Up from ₩27,000, the current price target is an average from 5 analysts. New target price is 19% above last closing price of ₩24,300. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of ₩2,316 for next year compared to ₩1,585 last year.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩2,541 to ₩2,203 per share. Revenue forecast steady at ₩1.03b. Net income forecast to shrink 20% next year vs 46% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩31,333 to ₩29,000. Share price rose 14% to ₩20,450 over the past week.すべての更新を表示Recent updatesPrice Target Changed • Apr 10Price target decreased by 7.3% to ₩34,000Down from ₩36,667, the current price target is an average from 3 analysts. New target price is 49% above last closing price of ₩22,800. The company is forecast to post earnings per share of ₩2,762 for next year compared to ₩3,145 last year.New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.0% 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 12MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2026MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2026, at 11:00 Tokyo Standard Time. Location: conference room, 13-39, songdogwahak-ro 16beon-gil, yeonsu-gu, incheon South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩22,550, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Electronic industry in South Korea. Total loss to shareholders of 24% over the past three years.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩1.38b to ₩1.30b. EPS estimate also fell from ₩3,284 per share to ₩2,802 per share. Net income forecast to shrink 27% next year vs 45% growth forecast for Electronic industry in South Korea . Consensus price target of ₩36,667 unchanged from last update. Share price was steady at ₩28,550 over the past week.お知らせ • Feb 18MCNEX and Valens Semiconductor Announce Joint Development and Availability of New Family of High-Resolution Front and Rear Automotive CamerasMCNEX and Valens Semiconductor announced the joint development and availability of a new family of high-resolution front and rear automotive cameras that deliver QHD (2560x1440) video over unshielded twisted pair (UTP) or low-cost Coax channels, powered by Valens' VA7000 A-PHY chipsets. The cameras enable OEMs to significantly reduce the cost and complexity of their wiring harness while retaining high image quality for ADAS and autonomous applications. Unshielded cables and connectors present an attractive wire harness option for automotive OEMs, especially for interior ADAS applications such as front and rear cameras mounted inside the vehicle cabin; the Valens' VA7000 delivers multi-gig link speeds over these simple channels. By leveraging the high bandwidth and EMC robustness of the VA7000, based on the MIPI A-PHY standard technology, the MCNEX modules deliver reliable multigigabit performance over simple cables, making them ideal for next-generation front and rearview camera designs in cost-sensitive, high-volume vehicle platforms. MCNEX is also releasing to market a new 4K, 60fps rear view camera that operates over shielded cabling, based on the Valens VA7000. These chipsets are already in mass production, with the first OEM vehicle production (SoP) expected in early 2027.New Risk • Jan 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Upcoming Dividend • Dec 24Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 24 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%).分析記事 • Dec 10MCNEX's (KRX:097520) Upcoming Dividend Will Be Larger Than Last Year'sMCNEX Co., Ltd ( KRX:097520 ) will increase its dividend from last year's comparable payment on the 24th of April to...分析記事 • Nov 13MCNEX (KRX:097520) Has Affirmed Its Dividend Of ₩800.00MCNEX Co., Ltd ( KRX:097520 ) has announced that it will pay a dividend of ₩800.00 per share on the 24th of April...Declared Dividend • Nov 13Dividend of ₩800 announcedDividend of ₩800 is the same as last year. Ex-date: 29th December 2025 Payment date: 24th April 2026 Dividend yield will be 3.0%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 3.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 12MCNEX Co., Ltd announces Annual dividend, payable on April 24, 2026MCNEX Co., Ltd announced Annual dividend of KRW 800.0000 per share payable on April 24, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Nov 11MCNEX Co., Ltd (KRX:097520) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 7.1x MCNEX Co., Ltd ( KRX:097520 ) may be sending very bullish signals at...Reported Earnings • May 19First quarter 2025 earnings released: EPS: ₩1,207 (vs ₩904 in 1Q 2024)First quarter 2025 results: EPS: ₩1,207 (up from ₩904 in 1Q 2024). Revenue: ₩347.9b (up 21% from 1Q 2024). Net income: ₩20.1b (up 26% from 1Q 2024). Profit margin: 5.8% (up from 5.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% 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 increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • May 13Should You Be Adding MCNEX (KRX:097520) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • May 09Price target increased by 7.9% to ₩34,000Up from ₩31,500, the current price target is an average from 4 analysts. New target price is 31% above last closing price of ₩25,950. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of ₩3,125 for next year compared to ₩3,661 last year.Major Estimate Revision • May 08Consensus revenue estimates increase by 19%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩1.19b to ₩1.42b. EPS estimate increased from ₩2,809 to ₩3,599 per share. Net income forecast to grow 1.7% next year vs 5.2% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩31,500 to ₩32,250. Share price rose 7.9% to ₩25,850 over the past week.Reported Earnings • Mar 22Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩3,661 (up from ₩1,585 in FY 2023). Revenue: ₩1.06t (up 13% from FY 2023). Net income: ₩63.6b (up 128% from FY 2023). Profit margin: 6.0% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Mar 06MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2025MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 13-39, songdogwahak-ro 16beon-gil, yeonsu-gu, incheon South KoreaPrice Target Changed • Feb 18Price target increased by 7.4% to ₩29,000Up from ₩27,000, the current price target is an average from 5 analysts. New target price is 19% above last closing price of ₩24,300. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of ₩2,316 for next year compared to ₩1,585 last year.Upcoming Dividend • Dec 20Upcoming dividend of ₩800 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).分析記事 • Dec 16Returns On Capital At MCNEX (KRX:097520) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Nov 26MCNEX Co., Ltd (KRX:097520) Shares Fly 26% But Investors Aren't Buying For GrowthMCNEX Co., Ltd ( KRX:097520 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...分析記事 • Nov 25MCNEX's (KRX:097520) Earnings Are Of Questionable QualityMCNEX Co., Ltd's ( KRX:097520 ) robust earnings report didn't manage to move the market for its stock. Our analysis...分析記事 • Nov 24Is Now An Opportune Moment To Examine MCNEX Co., Ltd (KRX:097520)?MCNEX Co., Ltd ( KRX:097520 ), might not be a large cap stock, but it received a lot of attention from a substantial...Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩20,700, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 52% over the past three years.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩2,541 to ₩2,203 per share. Revenue forecast steady at ₩1.03b. Net income forecast to shrink 20% next year vs 46% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩31,333 to ₩29,000. Share price rose 14% to ₩20,450 over the past week.Price Target Changed • Nov 04Price target decreased by 13% to ₩33,000Down from ₩38,000, the current price target is an average from 6 analysts. New target price is 85% above last closing price of ₩17,800. Stock is down 40% over the past year. The company is forecast to post earnings per share of ₩2,288 for next year compared to ₩1,585 last year.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩17,590, 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 loss to shareholders of 61% over the past three years.Major Estimate Revision • May 09Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,009 to ₩2,292. Revenue forecast steady at ₩1.07b. Net income forecast to grow 57% next year vs 44% growth forecast for Electronic industry in South Korea. Consensus price target of ₩38,000 unchanged from last update. Share price rose 2.3% to ₩26,600 over the past week.分析記事 • Apr 30Returns On Capital Signal Tricky Times Ahead For MCNEX (KRX:097520)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Mar 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₩1,585 (up from ₩1,293 in FY 2022). Revenue: ₩932.5b (down 16% from FY 2022). Net income: ₩27.9b (up 22% from FY 2022). Profit margin: 3.0% (up from 2.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Jan 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to ₩25,900. The fair value is estimated to be ₩33,128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 204% in the next 2 years.Upcoming Dividend • Dec 20Upcoming dividend of ₩600 per share at 1.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).Major Estimate Revision • Nov 11Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from ₩899.6m to ₩921.8m. EPS estimate fell from ₩1,857 to ₩1,598 per share. Net income forecast to grow 151% next year vs 14% growth forecast for Electronic industry in South Korea. Consensus price target of ₩37,800 unchanged from last update. Share price rose 5.7% to ₩29,650 over the past week.Buying Opportunity • Oct 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be ₩34,056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 236% in the next 2 years.Major Estimate Revision • Sep 07Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ₩1,529 to ₩1,897. Revenue forecast steady at ₩896.9m. Net income forecast to grow 185% next year vs 24% growth forecast for Electronic industry in South Korea. Consensus price target of ₩37,800 unchanged from last update. Share price was steady at ₩29,000 over the past week.Price Target Changed • Jul 06Price target increased by 11% to ₩39,000Up from ₩35,000, the current price target is an average from 5 analysts. New target price is 24% above last closing price of ₩31,550. Stock is up 1.1% over the past year. The company is forecast to post earnings per share of ₩2,029 for next year compared to ₩1,293 last year.Major Estimate Revision • May 19Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.17b to ₩1.03b. EPS estimate increased from ₩1,819 to ₩1,924 per share. Net income forecast to grow 50% next year vs 17% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩35,000 to ₩36,750. Share price rose 4.5% to ₩32,350 over the past week.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩1,293 (down from ₩2,229 in FY 2021). Revenue: ₩1.11t (up 9.8% from FY 2021). Net income: ₩23.0b (down 42% from FY 2021). Profit margin: 2.1% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 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 36% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩32,450, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Electronic industry in South Korea. Total loss to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩41,284 per share.Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (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: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩29,400, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩50,986 per share.Price Target Changed • Sep 21Price target decreased to ₩50,167Down from ₩55,000, the current price target is an average from 6 analysts. New target price is 48% above last closing price of ₩33,950. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₩2,277 for next year compared to ₩2,229 last year.Major Estimate Revision • Aug 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.30b to ₩1.17b. EPS estimate also fell from ₩2,939 per share to ₩2,277 per share. Net income forecast to grow 35% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩51,571 unchanged from last update. Share price rose 5.7% to ₩36,100 over the past week.お知らせ • Jul 06MCNEX Co., Ltd (KOSE:A097520) announces an Equity Buyback for KRW 5,000 million worth of its shares.MCNEX Co., Ltd (KOSE:A097520) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares according to the contract with DAISHIN SECURITIES CO., LTD. The purpose of the program is enhancing shareholder value and stabilizing stock prices. The program will continue through January 5, 2023. As of July 4, 2022, the company had 143,000 and 0 treasury stock holdings within the scope of allotment Acquisition Co., Ltd. and Other Acquisition Co., Ltd., respectively.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩29,050, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 8.4% over the past three years.Price Target Changed • Jun 10Price target decreased to ₩55,000Down from ₩62,250, the current price target is an average from 7 analysts. New target price is 49% above last closing price of ₩37,000. Stock is down 22% over the past year. The company is forecast to post earnings per share of ₩3,240 for next year compared to ₩2,229 last year.Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩4,104 to ₩3,322 per share. Revenue forecast steady at ₩1.41b. Net income forecast to grow 52% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩62,250 to ₩61,000. Share price fell 5.3% to ₩40,350 over the past week.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (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: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 18Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩2,229 (up from ₩2,180 in FY 2020). Revenue: ₩1.01t (down 23% from FY 2020). Net income: ₩39.5b (up 2.8% from FY 2020). Profit margin: 3.9% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 43%, compared to a 28% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Upcoming Dividend • Dec 22Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 30 March 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).Major Estimate Revision • Nov 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩1,555 to ₩1,714. Revenue forecast steady at ₩992.3m. Net income forecast to grow 206% next year vs 67% growth forecast for Electronic industry in South Korea. Consensus price target reaffirmed at ₩60,250. Share price was steady at ₩47,900 over the past week.Price Target Changed • Sep 29Price target decreased to ₩59,667Down from ₩67,200, the current price target is an average from 3 analysts. New target price is 53% above last closing price of ₩38,900. Stock is up 6.7% over the past year.Major Estimate Revision • Aug 13Consensus EPS estimates fall to ₩1,553The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩1.08b to ₩1.02b. EPS estimate also fell from ₩2,095 to ₩1,553. Net income forecast to grow 44% next year vs 104% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩66,800. Share price fell 5.3% to ₩45,500 over the past week.Major Estimate Revision • Jun 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩1,838 to ₩2,095. Revenue forecast steady at ₩1.08b. Net income forecast to grow 59% next year vs 104% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩67,800. Share price fell 2.8% to ₩46,950 over the past week.Price Target Changed • Jun 17Price target increased to ₩67,800Up from ₩60,400, the current price target is an average from 6 analysts. New target price is 46% above last closing price of ₩46,500. Stock is up 50% over the past year.分析記事 • May 06These 4 Measures Indicate That MCNEX (KOSDAQ:097520) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 14Is There An Opportunity With MCNEX Co., Ltd's (KOSDAQ:097520) 25% Undervaluation?Today we will run through one way of estimating the intrinsic value of MCNEX Co., Ltd ( KOSDAQ:097520 ) by taking the...分析記事 • Mar 21Why You Should Care About MCNEX's (KOSDAQ:097520) Strong Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Mar 19Full year 2020 earnings released: EPS ₩2,180 (vs ₩5,151 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩1.31t (up 3.4% from FY 2019). Net income: ₩38.4b (down 55% from FY 2019). Profit margin: 2.9% (down from 6.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 08Is MCNEX's (KOSDAQ:097520) Share Price Gain Of 281% Well Earned?It might be of some concern to shareholders to see the MCNEX Co., Ltd ( KOSDAQ:097520 ) share price down 16% in the...Price Target Changed • Feb 27Price target raised to ₩66,500Up from ₩60,400, the current price target is an average from 6 analysts. The new target price is 22% above the current share price of ₩54,400. As of last close, the stock is up 67% over the past year.分析記事 • Feb 24What You Need To Know About MCNEX Co., Ltd's (KOSDAQ:097520) Investor CompositionA look at the shareholders of MCNEX Co., Ltd ( KOSDAQ:097520 ) can tell us which group is most powerful. Institutions...お知らせ • Feb 19MCNEX Showcases New Solutions at CES 2021During CES 2021, MCNEX has showcased three autonomous driving related solutions. The unveiled Tri-Focal camera sensing system, similar to that of Tesla’s technology, is a core autonomous driving component that utilizes three cameras with 30/60/120 degree field of views that enhance the object recognition accuracy at the range of 10-150 meters. The forward-facing prism type dual sensing ADAS camera, which was co-developed with Corephotonics, is a solution that brings the fully autonomous driving experience closer by improving the driving at road curves and intersections. And the unveiled in-cabin camera system will play a major role in protecting driver & passenger, and improving both the convenience and security through the implementation of mirrorless camera, smartroom camera, fingerprint recognition smart-key, iris recognition camera and facial recognition camera.分析記事 • Feb 12Would MCNEX Co., Ltd (KOSDAQ:097520) Be Valuable To Income Investors?Dividend paying stocks like MCNEX Co., Ltd ( KOSDAQ:097520 ) tend to be popular with investors, and for good reason...Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩64,700, the stock is trading at a trailing P/E ratio of 22.7x, up from the previous P/E ratio of 19.4x. This compares to an average P/E of 27x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 357%.Is New 90 Day High Low • Feb 03New 90-day high: ₩64,700The company is up 89% from its price of ₩34,150 on 05 November 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 44% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩73,846 per share.分析記事 • Feb 01We Think MCNEX (KOSDAQ:097520) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 21Is MCNEX Co., Ltd (KOSDAQ:097520) Potentially Undervalued?While MCNEX Co., Ltd ( KOSDAQ:097520 ) might not be the most widely known stock at the moment, it led the KOSDAQ...Price Target Changed • Jan 16Price target raised to ₩49,800Up from ₩45,200, the current price target is an average from 5 analysts. The new target price is close to the current share price of ₩52,000. As of last close, the stock is up 41% over the past year.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩49,700, the stock is trading at a trailing P/E ratio of 17.5x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 28x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 265%.分析記事 • Jan 10Is There An Opportunity With MCNEX Co., Ltd's (KOSDAQ:097520) 32% Undervaluation?In this article we are going to estimate the intrinsic value of MCNEX Co., Ltd ( KOSDAQ:097520 ) by estimating the...Is New 90 Day High Low • Jan 08New 90-day high: ₩43,450The company is up 16% from its price of ₩37,300 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 ₩63,623 per share.分析記事 • Dec 29Are Robust Financials Driving The Recent Rally In MCNEX Co., Ltd's (KOSDAQ:097520) Stock?MCNEX (KOSDAQ:097520) has had a great run on the share market with its stock up by a significant 12% over the last...Is New 90 Day High Low • Dec 23New 90-day high: ₩39,750The company is up 18% from its price of ₩33,550 on 24 September 2020. The South Korean market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩63,042 per share.Upcoming Dividend • Dec 22Upcoming Dividend of ₩500 Per ShareWill be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.4% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.5%).分析記事 • Dec 18We Wouldn't Rely On MCNEX's (KOSDAQ:097520) Statutory Earnings As A GuideStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...分析記事 • Dec 07Can MCNEX (KOSDAQ:097520) Keep Up These Impressive Returns?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Nov 26Did Business Growth Power MCNEX's (KOSDAQ:097520) Share Price Gain of 190%?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But if you buy shares in a...Major Estimate Revision • Nov 06Analysts increase EPS estimates to ₩3,091The 2020 consensus revenue estimate increased from ₩1.33b to ₩1.36b. The earnings per share estimate also received an upgrade from ₩2,783 to ₩3,091 for the same period. Net income is expected to shrink by 3.6% next year compared to 66% growth forecast for the Electronic industry in South Korea . The consensus price target of ₩44,750 was unchanged from the last update. Share price is up 2.9% to ₩33,800 over the past week.業績と収益の成長予測KOSE:A097520 - 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12/31/20281,469,60060,800N/A100,100112/31/20271,378,20058,16755,00076,133312/31/20261,301,90048,05047,00050,300212/31/20251,279,23751,55528,51169,709N/A9/30/20251,276,27069,40359,00299,399N/A6/30/20251,217,80462,37183,682121,709N/A3/31/20251,117,14067,74490,479125,319N/A12/31/20241,057,05863,60544,27382,470N/A9/30/20241,011,62843,18841,75068,450N/A6/30/20241,002,91150,258-17,43318,783N/A3/31/2024969,35335,628-3,89335,344N/A12/31/2023932,49027,9248,36046,683N/A9/30/2023927,27814,16443,11179,224N/A6/30/2023969,20713,738107,936144,028N/A3/31/20231,057,87724,091118,962173,608N/A12/31/20221,108,63822,9733,535122,250N/A9/30/20221,181,56448,273-17,679103,669N/A6/30/20221,147,94649,538-75,09540,456N/A3/31/20221,055,89935,315-107,418-2,303N/A12/31/20211,009,27439,50553,29992,802N/A9/30/2021972,91918,869104,529132,850N/A6/30/20211,140,79128,321107,368133,701N/A3/31/20211,197,40829,46779,413103,618N/A12/31/20201,311,34338,444-25,01119,546N/A9/30/20201,322,21453,815-97,804-12,567N/A6/30/20201,259,03870,440-76,35519,589N/A3/31/20201,386,00490,593-6,98195,000N/A12/31/20191,267,71284,5079,519116,042N/A9/30/20191,190,45780,369N/A171,951N/A6/30/20191,001,73445,125N/A146,624N/A3/31/2019791,68038,408N/A100,994N/A12/31/2018696,95429,818N/A125,538N/A9/30/2018643,77217,940N/A8,449N/A6/30/2018671,99921,889N/A32,286N/A3/31/2018675,9509,967N/A27,156N/A12/31/2017668,465-892N/A28,561N/A9/30/2017619,222-2,077N/A69,494N/A6/30/2017537,107-12,783N/A30,045N/A3/31/2017473,814-19,969N/A11,732N/A12/31/2016412,482-24,700N/A-12,667N/A9/30/2016405,841-23,896N/A3,681N/A6/30/2016421,962-14,025N/A11,053N/A3/31/2016424,696-6,894N/A31,071N/A12/31/2015502,86516,163N/A81,887N/A9/30/2015527,30526,259N/A57,517N/A6/30/2015518,11727,497N/A65,467N/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: A097520の予測収益成長率 (年間6.4% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A097520の収益 ( 6.4% ) KR市場 ( 30.4% ) よりも低い成長が予測されています。高成長収益: A097520の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A097520の収益 ( 4.3% ) KR市場 ( 12.4% ) よりも低い成長が予測されています。高い収益成長: A097520の収益 ( 4.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A097520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 ( 12.9 %)。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2026/05/07 08:49終値2026/05/07 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MCNEX Co., Ltd 3 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。8 アナリスト機関Sung Hwan KimBookook Securities Co. LtdYonghwan LeeCGS InternationalKangho ParkDaishin Securities Co. Ltd.5 その他のアナリストを表示
Price Target Changed • Apr 10Price target decreased by 7.3% to ₩34,000Down from ₩36,667, the current price target is an average from 3 analysts. New target price is 49% above last closing price of ₩22,800. The company is forecast to post earnings per share of ₩2,762 for next year compared to ₩3,145 last year.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩1.38b to ₩1.30b. EPS estimate also fell from ₩3,284 per share to ₩2,802 per share. Net income forecast to shrink 27% next year vs 45% growth forecast for Electronic industry in South Korea . Consensus price target of ₩36,667 unchanged from last update. Share price was steady at ₩28,550 over the past week.
Price Target Changed • May 09Price target increased by 7.9% to ₩34,000Up from ₩31,500, the current price target is an average from 4 analysts. New target price is 31% above last closing price of ₩25,950. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of ₩3,125 for next year compared to ₩3,661 last year.
Major Estimate Revision • May 08Consensus revenue estimates increase by 19%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩1.19b to ₩1.42b. EPS estimate increased from ₩2,809 to ₩3,599 per share. Net income forecast to grow 1.7% next year vs 5.2% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩31,500 to ₩32,250. Share price rose 7.9% to ₩25,850 over the past week.
Price Target Changed • Feb 18Price target increased by 7.4% to ₩29,000Up from ₩27,000, the current price target is an average from 5 analysts. New target price is 19% above last closing price of ₩24,300. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of ₩2,316 for next year compared to ₩1,585 last year.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩2,541 to ₩2,203 per share. Revenue forecast steady at ₩1.03b. Net income forecast to shrink 20% next year vs 46% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩31,333 to ₩29,000. Share price rose 14% to ₩20,450 over the past week.
Price Target Changed • Apr 10Price target decreased by 7.3% to ₩34,000Down from ₩36,667, the current price target is an average from 3 analysts. New target price is 49% above last closing price of ₩22,800. The company is forecast to post earnings per share of ₩2,762 for next year compared to ₩3,145 last year.
New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.0% 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 12MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2026MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2026, at 11:00 Tokyo Standard Time. Location: conference room, 13-39, songdogwahak-ro 16beon-gil, yeonsu-gu, incheon South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩22,550, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Electronic industry in South Korea. Total loss to shareholders of 24% over the past three years.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩1.38b to ₩1.30b. EPS estimate also fell from ₩3,284 per share to ₩2,802 per share. Net income forecast to shrink 27% next year vs 45% growth forecast for Electronic industry in South Korea . Consensus price target of ₩36,667 unchanged from last update. Share price was steady at ₩28,550 over the past week.
お知らせ • Feb 18MCNEX and Valens Semiconductor Announce Joint Development and Availability of New Family of High-Resolution Front and Rear Automotive CamerasMCNEX and Valens Semiconductor announced the joint development and availability of a new family of high-resolution front and rear automotive cameras that deliver QHD (2560x1440) video over unshielded twisted pair (UTP) or low-cost Coax channels, powered by Valens' VA7000 A-PHY chipsets. The cameras enable OEMs to significantly reduce the cost and complexity of their wiring harness while retaining high image quality for ADAS and autonomous applications. Unshielded cables and connectors present an attractive wire harness option for automotive OEMs, especially for interior ADAS applications such as front and rear cameras mounted inside the vehicle cabin; the Valens' VA7000 delivers multi-gig link speeds over these simple channels. By leveraging the high bandwidth and EMC robustness of the VA7000, based on the MIPI A-PHY standard technology, the MCNEX modules deliver reliable multigigabit performance over simple cables, making them ideal for next-generation front and rearview camera designs in cost-sensitive, high-volume vehicle platforms. MCNEX is also releasing to market a new 4K, 60fps rear view camera that operates over shielded cabling, based on the Valens VA7000. These chipsets are already in mass production, with the first OEM vehicle production (SoP) expected in early 2027.
New Risk • Jan 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Dec 24Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 24 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%).
分析記事 • Dec 10MCNEX's (KRX:097520) Upcoming Dividend Will Be Larger Than Last Year'sMCNEX Co., Ltd ( KRX:097520 ) will increase its dividend from last year's comparable payment on the 24th of April to...
分析記事 • Nov 13MCNEX (KRX:097520) Has Affirmed Its Dividend Of ₩800.00MCNEX Co., Ltd ( KRX:097520 ) has announced that it will pay a dividend of ₩800.00 per share on the 24th of April...
Declared Dividend • Nov 13Dividend of ₩800 announcedDividend of ₩800 is the same as last year. Ex-date: 29th December 2025 Payment date: 24th April 2026 Dividend yield will be 3.0%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 3.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 12MCNEX Co., Ltd announces Annual dividend, payable on April 24, 2026MCNEX Co., Ltd announced Annual dividend of KRW 800.0000 per share payable on April 24, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Nov 11MCNEX Co., Ltd (KRX:097520) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 7.1x MCNEX Co., Ltd ( KRX:097520 ) may be sending very bullish signals at...
Reported Earnings • May 19First quarter 2025 earnings released: EPS: ₩1,207 (vs ₩904 in 1Q 2024)First quarter 2025 results: EPS: ₩1,207 (up from ₩904 in 1Q 2024). Revenue: ₩347.9b (up 21% from 1Q 2024). Net income: ₩20.1b (up 26% from 1Q 2024). Profit margin: 5.8% (up from 5.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% 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 increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • May 13Should You Be Adding MCNEX (KRX:097520) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • May 09Price target increased by 7.9% to ₩34,000Up from ₩31,500, the current price target is an average from 4 analysts. New target price is 31% above last closing price of ₩25,950. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of ₩3,125 for next year compared to ₩3,661 last year.
Major Estimate Revision • May 08Consensus revenue estimates increase by 19%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩1.19b to ₩1.42b. EPS estimate increased from ₩2,809 to ₩3,599 per share. Net income forecast to grow 1.7% next year vs 5.2% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩31,500 to ₩32,250. Share price rose 7.9% to ₩25,850 over the past week.
Reported Earnings • Mar 22Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩3,661 (up from ₩1,585 in FY 2023). Revenue: ₩1.06t (up 13% from FY 2023). Net income: ₩63.6b (up 128% from FY 2023). Profit margin: 6.0% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 58%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2025MCNEX Co., Ltd, Annual General Meeting, Mar 26, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 13-39, songdogwahak-ro 16beon-gil, yeonsu-gu, incheon South Korea
Price Target Changed • Feb 18Price target increased by 7.4% to ₩29,000Up from ₩27,000, the current price target is an average from 5 analysts. New target price is 19% above last closing price of ₩24,300. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of ₩2,316 for next year compared to ₩1,585 last year.
Upcoming Dividend • Dec 20Upcoming dividend of ₩800 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).
分析記事 • Dec 16Returns On Capital At MCNEX (KRX:097520) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Nov 26MCNEX Co., Ltd (KRX:097520) Shares Fly 26% But Investors Aren't Buying For GrowthMCNEX Co., Ltd ( KRX:097520 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
分析記事 • Nov 25MCNEX's (KRX:097520) Earnings Are Of Questionable QualityMCNEX Co., Ltd's ( KRX:097520 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
分析記事 • Nov 24Is Now An Opportune Moment To Examine MCNEX Co., Ltd (KRX:097520)?MCNEX Co., Ltd ( KRX:097520 ), might not be a large cap stock, but it received a lot of attention from a substantial...
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩20,700, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 52% over the past three years.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩2,541 to ₩2,203 per share. Revenue forecast steady at ₩1.03b. Net income forecast to shrink 20% next year vs 46% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩31,333 to ₩29,000. Share price rose 14% to ₩20,450 over the past week.
Price Target Changed • Nov 04Price target decreased by 13% to ₩33,000Down from ₩38,000, the current price target is an average from 6 analysts. New target price is 85% above last closing price of ₩17,800. Stock is down 40% over the past year. The company is forecast to post earnings per share of ₩2,288 for next year compared to ₩1,585 last year.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩17,590, 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 loss to shareholders of 61% over the past three years.
Major Estimate Revision • May 09Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,009 to ₩2,292. Revenue forecast steady at ₩1.07b. Net income forecast to grow 57% next year vs 44% growth forecast for Electronic industry in South Korea. Consensus price target of ₩38,000 unchanged from last update. Share price rose 2.3% to ₩26,600 over the past week.
分析記事 • Apr 30Returns On Capital Signal Tricky Times Ahead For MCNEX (KRX:097520)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Mar 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₩1,585 (up from ₩1,293 in FY 2022). Revenue: ₩932.5b (down 16% from FY 2022). Net income: ₩27.9b (up 22% from FY 2022). Profit margin: 3.0% (up from 2.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Jan 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to ₩25,900. The fair value is estimated to be ₩33,128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 204% in the next 2 years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩600 per share at 1.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from ₩899.6m to ₩921.8m. EPS estimate fell from ₩1,857 to ₩1,598 per share. Net income forecast to grow 151% next year vs 14% growth forecast for Electronic industry in South Korea. Consensus price target of ₩37,800 unchanged from last update. Share price rose 5.7% to ₩29,650 over the past week.
Buying Opportunity • Oct 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be ₩34,056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 236% in the next 2 years.
Major Estimate Revision • Sep 07Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ₩1,529 to ₩1,897. Revenue forecast steady at ₩896.9m. Net income forecast to grow 185% next year vs 24% growth forecast for Electronic industry in South Korea. Consensus price target of ₩37,800 unchanged from last update. Share price was steady at ₩29,000 over the past week.
Price Target Changed • Jul 06Price target increased by 11% to ₩39,000Up from ₩35,000, the current price target is an average from 5 analysts. New target price is 24% above last closing price of ₩31,550. Stock is up 1.1% over the past year. The company is forecast to post earnings per share of ₩2,029 for next year compared to ₩1,293 last year.
Major Estimate Revision • May 19Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.17b to ₩1.03b. EPS estimate increased from ₩1,819 to ₩1,924 per share. Net income forecast to grow 50% next year vs 17% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩35,000 to ₩36,750. Share price rose 4.5% to ₩32,350 over the past week.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩1,293 (down from ₩2,229 in FY 2021). Revenue: ₩1.11t (up 9.8% from FY 2021). Net income: ₩23.0b (down 42% from FY 2021). Profit margin: 2.1% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 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 36% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩32,450, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Electronic industry in South Korea. Total loss to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩41,284 per share.
Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (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: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩29,400, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩50,986 per share.
Price Target Changed • Sep 21Price target decreased to ₩50,167Down from ₩55,000, the current price target is an average from 6 analysts. New target price is 48% above last closing price of ₩33,950. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₩2,277 for next year compared to ₩2,229 last year.
Major Estimate Revision • Aug 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.30b to ₩1.17b. EPS estimate also fell from ₩2,939 per share to ₩2,277 per share. Net income forecast to grow 35% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩51,571 unchanged from last update. Share price rose 5.7% to ₩36,100 over the past week.
お知らせ • Jul 06MCNEX Co., Ltd (KOSE:A097520) announces an Equity Buyback for KRW 5,000 million worth of its shares.MCNEX Co., Ltd (KOSE:A097520) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares according to the contract with DAISHIN SECURITIES CO., LTD. The purpose of the program is enhancing shareholder value and stabilizing stock prices. The program will continue through January 5, 2023. As of July 4, 2022, the company had 143,000 and 0 treasury stock holdings within the scope of allotment Acquisition Co., Ltd. and Other Acquisition Co., Ltd., respectively.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩29,050, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 8.4% over the past three years.
Price Target Changed • Jun 10Price target decreased to ₩55,000Down from ₩62,250, the current price target is an average from 7 analysts. New target price is 49% above last closing price of ₩37,000. Stock is down 22% over the past year. The company is forecast to post earnings per share of ₩3,240 for next year compared to ₩2,229 last year.
Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩4,104 to ₩3,322 per share. Revenue forecast steady at ₩1.41b. Net income forecast to grow 52% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩62,250 to ₩61,000. Share price fell 5.3% to ₩40,350 over the past week.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (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: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 18Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩2,229 (up from ₩2,180 in FY 2020). Revenue: ₩1.01t (down 23% from FY 2020). Net income: ₩39.5b (up 2.8% from FY 2020). Profit margin: 3.9% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 43%, compared to a 28% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Upcoming Dividend • Dec 22Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 30 March 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).
Major Estimate Revision • Nov 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩1,555 to ₩1,714. Revenue forecast steady at ₩992.3m. Net income forecast to grow 206% next year vs 67% growth forecast for Electronic industry in South Korea. Consensus price target reaffirmed at ₩60,250. Share price was steady at ₩47,900 over the past week.
Price Target Changed • Sep 29Price target decreased to ₩59,667Down from ₩67,200, the current price target is an average from 3 analysts. New target price is 53% above last closing price of ₩38,900. Stock is up 6.7% over the past year.
Major Estimate Revision • Aug 13Consensus EPS estimates fall to ₩1,553The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩1.08b to ₩1.02b. EPS estimate also fell from ₩2,095 to ₩1,553. Net income forecast to grow 44% next year vs 104% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩66,800. Share price fell 5.3% to ₩45,500 over the past week.
Major Estimate Revision • Jun 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩1,838 to ₩2,095. Revenue forecast steady at ₩1.08b. Net income forecast to grow 59% next year vs 104% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩67,800. Share price fell 2.8% to ₩46,950 over the past week.
Price Target Changed • Jun 17Price target increased to ₩67,800Up from ₩60,400, the current price target is an average from 6 analysts. New target price is 46% above last closing price of ₩46,500. Stock is up 50% over the past year.
分析記事 • May 06These 4 Measures Indicate That MCNEX (KOSDAQ:097520) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 14Is There An Opportunity With MCNEX Co., Ltd's (KOSDAQ:097520) 25% Undervaluation?Today we will run through one way of estimating the intrinsic value of MCNEX Co., Ltd ( KOSDAQ:097520 ) by taking the...
分析記事 • Mar 21Why You Should Care About MCNEX's (KOSDAQ:097520) Strong Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Mar 19Full year 2020 earnings released: EPS ₩2,180 (vs ₩5,151 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩1.31t (up 3.4% from FY 2019). Net income: ₩38.4b (down 55% from FY 2019). Profit margin: 2.9% (down from 6.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 08Is MCNEX's (KOSDAQ:097520) Share Price Gain Of 281% Well Earned?It might be of some concern to shareholders to see the MCNEX Co., Ltd ( KOSDAQ:097520 ) share price down 16% in the...
Price Target Changed • Feb 27Price target raised to ₩66,500Up from ₩60,400, the current price target is an average from 6 analysts. The new target price is 22% above the current share price of ₩54,400. As of last close, the stock is up 67% over the past year.
分析記事 • Feb 24What You Need To Know About MCNEX Co., Ltd's (KOSDAQ:097520) Investor CompositionA look at the shareholders of MCNEX Co., Ltd ( KOSDAQ:097520 ) can tell us which group is most powerful. Institutions...
お知らせ • Feb 19MCNEX Showcases New Solutions at CES 2021During CES 2021, MCNEX has showcased three autonomous driving related solutions. The unveiled Tri-Focal camera sensing system, similar to that of Tesla’s technology, is a core autonomous driving component that utilizes three cameras with 30/60/120 degree field of views that enhance the object recognition accuracy at the range of 10-150 meters. The forward-facing prism type dual sensing ADAS camera, which was co-developed with Corephotonics, is a solution that brings the fully autonomous driving experience closer by improving the driving at road curves and intersections. And the unveiled in-cabin camera system will play a major role in protecting driver & passenger, and improving both the convenience and security through the implementation of mirrorless camera, smartroom camera, fingerprint recognition smart-key, iris recognition camera and facial recognition camera.
分析記事 • Feb 12Would MCNEX Co., Ltd (KOSDAQ:097520) Be Valuable To Income Investors?Dividend paying stocks like MCNEX Co., Ltd ( KOSDAQ:097520 ) tend to be popular with investors, and for good reason...
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩64,700, the stock is trading at a trailing P/E ratio of 22.7x, up from the previous P/E ratio of 19.4x. This compares to an average P/E of 27x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 357%.
Is New 90 Day High Low • Feb 03New 90-day high: ₩64,700The company is up 89% from its price of ₩34,150 on 05 November 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 44% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩73,846 per share.
分析記事 • Feb 01We Think MCNEX (KOSDAQ:097520) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 21Is MCNEX Co., Ltd (KOSDAQ:097520) Potentially Undervalued?While MCNEX Co., Ltd ( KOSDAQ:097520 ) might not be the most widely known stock at the moment, it led the KOSDAQ...
Price Target Changed • Jan 16Price target raised to ₩49,800Up from ₩45,200, the current price target is an average from 5 analysts. The new target price is close to the current share price of ₩52,000. As of last close, the stock is up 41% over the past year.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩49,700, the stock is trading at a trailing P/E ratio of 17.5x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 28x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 265%.
分析記事 • Jan 10Is There An Opportunity With MCNEX Co., Ltd's (KOSDAQ:097520) 32% Undervaluation?In this article we are going to estimate the intrinsic value of MCNEX Co., Ltd ( KOSDAQ:097520 ) by estimating the...
Is New 90 Day High Low • Jan 08New 90-day high: ₩43,450The company is up 16% from its price of ₩37,300 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 ₩63,623 per share.
分析記事 • Dec 29Are Robust Financials Driving The Recent Rally In MCNEX Co., Ltd's (KOSDAQ:097520) Stock?MCNEX (KOSDAQ:097520) has had a great run on the share market with its stock up by a significant 12% over the last...
Is New 90 Day High Low • Dec 23New 90-day high: ₩39,750The company is up 18% from its price of ₩33,550 on 24 September 2020. The South Korean market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩63,042 per share.
Upcoming Dividend • Dec 22Upcoming Dividend of ₩500 Per ShareWill be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.4% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.5%).
分析記事 • Dec 18We Wouldn't Rely On MCNEX's (KOSDAQ:097520) Statutory Earnings As A GuideStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...
分析記事 • Dec 07Can MCNEX (KOSDAQ:097520) Keep Up These Impressive Returns?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Nov 26Did Business Growth Power MCNEX's (KOSDAQ:097520) Share Price Gain of 190%?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But if you buy shares in a...
Major Estimate Revision • Nov 06Analysts increase EPS estimates to ₩3,091The 2020 consensus revenue estimate increased from ₩1.33b to ₩1.36b. The earnings per share estimate also received an upgrade from ₩2,783 to ₩3,091 for the same period. Net income is expected to shrink by 3.6% next year compared to 66% growth forecast for the Electronic industry in South Korea . The consensus price target of ₩44,750 was unchanged from the last update. Share price is up 2.9% to ₩33,800 over the past week.