View Past PerformanceDREAMTECH バランスシートの健全性財務の健全性 基準チェック /56DREAMTECHの総株主資本は₩484.2B 、総負債は₩223.6Bで、負債比率は46.2%となります。総資産と総負債はそれぞれ₩863.1Bと₩379.0Bです。 DREAMTECHの EBIT は₩31.3Bで、利息カバレッジ比率6.8です。現金および短期投資は₩194.2Bです。主要情報46.17%負債資本比率₩223.55b負債インタレスト・カバレッジ・レシオ6.8x現金₩194.19bエクイティ₩484.18b負債合計₩378.97b総資産₩863.15b財務の健全性に関する最新情報分析記事 • Jan 28DREAMTECH (KRX:192650) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 17We Think DREAMTECH (KRX:192650) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesReported Earnings • Mar 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩1.00 (down from ₩57.00 in FY 2024). Revenue: ₩1.23t (up 4.9% from FY 2024). Net income: ₩92.2m (down 98% from FY 2024). Profit margin: 0% (down from 0.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 99%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 46% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 46% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.お知らせ • Feb 27DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2026DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2026, at 08:00 Tokyo Standard Time. Location: conference room, 161, asanbaelli-ro 388beon-gil, eumbong-myeon, chungcheongnam-do, South Korea分析記事 • Jan 28DREAMTECH (KRX:192650) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 13 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.9%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%).Declared Dividend • Nov 08Dividend of ₩200 announcedDividend of ₩200 is the same as last year. Ex-date: 29th December 2025 Payment date: 13th April 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (68% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 6 years. However, payments have been volatile during that time.お知らせ • Nov 07DREAMTECH Co., Ltd. announces Annual dividend, payable on April 13, 2026DREAMTECH Co., Ltd. announced Annual dividend of KRW 200.0000 per share payable on April 13, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Nov 03There's Reason For Concern Over DREAMTECH Co., Ltd.'s (KRX:192650) PriceThere wouldn't be many who think DREAMTECH Co., Ltd.'s ( KRX:192650 ) price-to-sales (or "P/S") ratio of 0.4x is worth...お知らせ • Aug 06DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with Samsung Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on February 9, 2026. As of August 5, 2025, the company had 2,307,490 treasury shares within scope available for dividend and 18,663 shares in treasury through other repurchase.お知らせ • May 20DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with Samsung Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on November 19, 2025. As of May 18, 2025, the company had 1,484,536 treasury shares within scope available for dividend and 18,663 shares in treasury through other repurchase.New Risk • Mar 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: 0.3% Last year net profit margin: 1.5% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.3% net profit margin).New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Paying a dividend despite having no free cash flows. Earnings have declined by 3.8% per year over the past 5 years.お知らせ • Mar 05DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2025DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2025, at 08:00 Tokyo Standard Time. Location: conference room, 161, asanbaelli-ro 388beon-gil, chungcheongnam-do, asan South KoreaValuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩8,090, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electronic industry in South Korea. Total loss to shareholders of 16% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).分析記事 • Nov 26Additional Considerations Required While Assessing DREAMTECH's (KRX:192650) Strong EarningsUnsurprisingly, DREAMTECH Co., Ltd.'s ( KRX:192650 ) stock price was strong on the back of its healthy earnings report...New Risk • Nov 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 101% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (101% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (266% cash payout ratio).分析記事 • Sep 06Getting In Cheap On DREAMTECH Co., Ltd. (KRX:192650) Might Be DifficultDREAMTECH Co., Ltd.'s ( KRX:192650 ) price-to-earnings (or "P/E") ratio of 20.3x might make it look like a strong sell...分析記事 • Aug 01What Is DREAMTECH Co., Ltd.'s (KRX:192650) Share Price Doing?DREAMTECH Co., Ltd. ( KRX:192650 ), might not be a large cap stock, but it saw a double-digit share price rise of over...お知らせ • May 30DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650)announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on November 30, 2024. As of May 28, 2024, the company had 908,316 treasury shares within scope available for dividend and 18,463 shares in treasury through other repurchase.分析記事 • May 02Here's What's Concerning About DREAMTECH's (KRX:192650) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Mar 28DREAMTECH's (KRX:192650) Soft Earnings Are Actually Better Than They AppearThe market for DREAMTECH Co., Ltd.'s ( KRX:192650 ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • Mar 23Full year 2023 earnings released: EPS: ₩227 (vs ₩965 in FY 2022)Full year 2023 results: EPS: ₩227 (down from ₩965 in FY 2022). Revenue: ₩1.03t (down 25% from FY 2022). Net income: ₩15.3b (down 76% from FY 2022). Profit margin: 1.5% (down from 4.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% 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 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 1.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 19 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).New Risk • Dec 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (160% payout ratio). Profit margins are more than 30% lower than last year (0.8% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ₩183 (vs ₩309 in 3Q 2022)Third quarter 2023 results: EPS: ₩183 (down from ₩309 in 3Q 2022). Revenue: ₩277.0b (down 12% from 3Q 2022). Net income: ₩12.3b (down 41% from 3Q 2022). Profit margin: 4.4% (down from 6.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% 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 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩10,800, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in South Korea. Total loss to shareholders of 7.9% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩11,280, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 16x in the Electronic industry in South Korea. Total loss to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩12,500, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total returns to shareholders of 16% over the past three years.Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 5.2%. The fair value is estimated to be ₩12,899, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 50%.Buying Opportunity • Feb 10Now 23% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be ₩12,759, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 50%.Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).お知らせ • Nov 08DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on June 30, 2023. As of November 6, 2022, the company had 512,476 treasury shares within scope available for dividend and no shares in treasury through other repurchase.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ₩1,132 (up from ₩495 in FY 2020). Revenue: ₩1.23t (up 29% from FY 2020). Net income: ₩73.8b (up 141% from FY 2020). Profit margin: 6.0% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 10%, compared to a 30% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 10% 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%).Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩12,450, the stock trades at a trailing P/E ratio of 19.5x. Average forward P/E is 13x in the Electronic industry in South Korea. Total loss to shareholders of 23% over the past year.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩10,700, the stock trades at a trailing P/E ratio of 30.9x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 114% over the past year.分析記事 • Apr 01Some Investors May Be Worried About DREAMTECH's (KRX:192650) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Mar 17We Think DREAMTECH (KRX:192650) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩346 (vs ₩422 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩1.05t (up 87% from FY 2019). Net income: ₩21.4b (down 11% from FY 2019). Profit margin: 2.0% (down from 4.3% in FY 2019). The decrease in margin was driven by higher expenses.分析記事 • Mar 01Update: DREAMTECH (KRX:192650) Stock Gained 63% In The Last YearDREAMTECH Co., Ltd. ( KRX:192650 ) shareholders might be concerned after seeing the share price drop 27% in the last...お知らせ • Feb 27DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2021DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2021, at 08:00 Korea Standard Time.Is New 90 Day High Low • Feb 23New 90-day low: ₩10,050The company is down 18% from its price of ₩12,200 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 30% over the same period.Is New 90 Day High Low • Feb 04New 90-day low: ₩10,400The company is down 14% from its price of ₩12,100 on 06 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 42% over the same period.分析記事 • Feb 03Do Institutions Own DREAMTECH Co., Ltd. (KRX:192650) Shares?A look at the shareholders of DREAMTECH Co., Ltd. ( KRX:192650 ) can tell us which group is most powerful. Large...Is New 90 Day High Low • Jan 18New 90-day low: ₩10,650The company is down 20% from its price of ₩13,300 on 20 October 2020. The South Korean market is up 30% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 45% over the same period.分析記事 • Jan 13Tread With Caution Around DREAMTECH Co., Ltd.'s (KRX:192650) 1.4% Dividend YieldIs DREAMTECH Co., Ltd. ( KRX:192650 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Dec 24New 90-day low: ₩11,050The company is down 26% from its price of ₩14,900 on 24 September 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period.分析記事 • Dec 23Here's Why We're Wary Of Buying DREAMTECH's (KRX:192650) For Its Upcoming DividendIt looks like DREAMTECH Co., Ltd. ( KRX:192650 ) is about to go ex-dividend in the next 4 days. Investors can purchase...Upcoming Dividend • Dec 22Upcoming Dividend of ₩160 Per ShareWill be paid on the 22nd of April 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 14Should You Be Worried About DREAMTECH Co., Ltd.'s (KRX:192650) 3.7% Return On Equity?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 15% share price gain to ₩14,050, the stock is trading at a trailing P/E ratio of 50.5x, up from the previous P/E ratio of 43.9x. This compares to an average P/E of 26x in the Electronic industry in South Korea. Total returns to shareholders over the past year are 142%.分析記事 • Nov 27The Trends At DREAMTECH (KRX:192650) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 27% share price gain to ₩14,600, the stock is trading at a trailing P/E ratio of 71.5x, up from the previous P/E ratio of 56.3x. This compares to an average P/E of 24x in the Electronic industry in South Korea. Total returns to shareholders over the past year are 161%.Is New 90 Day High Low • Nov 17New 90-day low: ₩11,150The company is down 24% from its price of ₩14,650 on 19 August 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: ₩11,450The company is down 26% from its price of ₩15,500 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.Valuation Update With 7 Day Price Move • Oct 16Market pulls back on stock over the past weekAfter last week's 16% share price decline to ₩13,300, the stock is trading at a trailing P/E ratio of 65.1x, down from the previous P/E ratio of 77.9x. This compares to an average P/E of 23x in the Electronic industry in South Korea. Total returns to shareholders over the past year are 105%.財務状況分析短期負債: A192650の 短期資産 ( ₩439.0B ) が 短期負債 ( ₩339.1B ) を超えています。長期負債: A192650の短期資産 ( ₩439.0B ) が 長期負債 ( ₩39.8B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: A192650の 純負債対資本比率 ( 6.1% ) は 満足できる 水準であると考えられます。負債の削減: A192650の負債対資本比率は、過去 5 年間で43.9%から46.2%に増加しました。債務返済能力: A192650の負債は 営業キャッシュフロー によって 十分にカバー されています ( 42.9% )。インタレストカバレッジ: A192650の負債に対する 利息支払い は EBIT ( 6.8 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 12:12終値2026/05/22 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DREAMTECH Co., Ltd. 2 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。4 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.Hee-chul ParkKyobo Securities Co., LtdSe Hoon SohnNH Investment & Securities Co., Ltd.1 その他のアナリストを表示
分析記事 • Jan 28DREAMTECH (KRX:192650) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 17We Think DREAMTECH (KRX:192650) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩1.00 (down from ₩57.00 in FY 2024). Revenue: ₩1.23t (up 4.9% from FY 2024). Net income: ₩92.2m (down 98% from FY 2024). Profit margin: 0% (down from 0.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 99%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 46% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 46% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.
お知らせ • Feb 27DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2026DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2026, at 08:00 Tokyo Standard Time. Location: conference room, 161, asanbaelli-ro 388beon-gil, eumbong-myeon, chungcheongnam-do, South Korea
分析記事 • Jan 28DREAMTECH (KRX:192650) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 13 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.9%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%).
Declared Dividend • Nov 08Dividend of ₩200 announcedDividend of ₩200 is the same as last year. Ex-date: 29th December 2025 Payment date: 13th April 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (68% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 6 years. However, payments have been volatile during that time.
お知らせ • Nov 07DREAMTECH Co., Ltd. announces Annual dividend, payable on April 13, 2026DREAMTECH Co., Ltd. announced Annual dividend of KRW 200.0000 per share payable on April 13, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Nov 03There's Reason For Concern Over DREAMTECH Co., Ltd.'s (KRX:192650) PriceThere wouldn't be many who think DREAMTECH Co., Ltd.'s ( KRX:192650 ) price-to-sales (or "P/S") ratio of 0.4x is worth...
お知らせ • Aug 06DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with Samsung Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on February 9, 2026. As of August 5, 2025, the company had 2,307,490 treasury shares within scope available for dividend and 18,663 shares in treasury through other repurchase.
お知らせ • May 20DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with Samsung Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on November 19, 2025. As of May 18, 2025, the company had 1,484,536 treasury shares within scope available for dividend and 18,663 shares in treasury through other repurchase.
New Risk • Mar 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: 0.3% Last year net profit margin: 1.5% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.3% net profit margin).
New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Paying a dividend despite having no free cash flows. Earnings have declined by 3.8% per year over the past 5 years.
お知らせ • Mar 05DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2025DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2025, at 08:00 Tokyo Standard Time. Location: conference room, 161, asanbaelli-ro 388beon-gil, chungcheongnam-do, asan South Korea
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩8,090, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electronic industry in South Korea. Total loss to shareholders of 16% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).
分析記事 • Nov 26Additional Considerations Required While Assessing DREAMTECH's (KRX:192650) Strong EarningsUnsurprisingly, DREAMTECH Co., Ltd.'s ( KRX:192650 ) stock price was strong on the back of its healthy earnings report...
New Risk • Nov 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 101% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (101% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (266% cash payout ratio).
分析記事 • Sep 06Getting In Cheap On DREAMTECH Co., Ltd. (KRX:192650) Might Be DifficultDREAMTECH Co., Ltd.'s ( KRX:192650 ) price-to-earnings (or "P/E") ratio of 20.3x might make it look like a strong sell...
分析記事 • Aug 01What Is DREAMTECH Co., Ltd.'s (KRX:192650) Share Price Doing?DREAMTECH Co., Ltd. ( KRX:192650 ), might not be a large cap stock, but it saw a double-digit share price rise of over...
お知らせ • May 30DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650)announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on November 30, 2024. As of May 28, 2024, the company had 908,316 treasury shares within scope available for dividend and 18,463 shares in treasury through other repurchase.
分析記事 • May 02Here's What's Concerning About DREAMTECH's (KRX:192650) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Mar 28DREAMTECH's (KRX:192650) Soft Earnings Are Actually Better Than They AppearThe market for DREAMTECH Co., Ltd.'s ( KRX:192650 ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • Mar 23Full year 2023 earnings released: EPS: ₩227 (vs ₩965 in FY 2022)Full year 2023 results: EPS: ₩227 (down from ₩965 in FY 2022). Revenue: ₩1.03t (down 25% from FY 2022). Net income: ₩15.3b (down 76% from FY 2022). Profit margin: 1.5% (down from 4.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% 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 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 1.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 19 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
New Risk • Dec 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (160% payout ratio). Profit margins are more than 30% lower than last year (0.8% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ₩183 (vs ₩309 in 3Q 2022)Third quarter 2023 results: EPS: ₩183 (down from ₩309 in 3Q 2022). Revenue: ₩277.0b (down 12% from 3Q 2022). Net income: ₩12.3b (down 41% from 3Q 2022). Profit margin: 4.4% (down from 6.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% 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 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩10,800, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in South Korea. Total loss to shareholders of 7.9% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩11,280, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 16x in the Electronic industry in South Korea. Total loss to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩12,500, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total returns to shareholders of 16% over the past three years.
Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 5.2%. The fair value is estimated to be ₩12,899, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 50%.
Buying Opportunity • Feb 10Now 23% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be ₩12,759, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 50%.
Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).
お知らせ • Nov 08DREAMTECH Co., Ltd. (KOSE:A192650) announces an Equity Buyback for KRW 5,000 million worth of its shares.DREAMTECH Co., Ltd. (KOSE:A192650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its own shares pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose behind the program is to enhance shareholder value and to stabilize stock price. The repurchase program will expire on June 30, 2023. As of November 6, 2022, the company had 512,476 treasury shares within scope available for dividend and no shares in treasury through other repurchase.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ₩1,132 (up from ₩495 in FY 2020). Revenue: ₩1.23t (up 29% from FY 2020). Net income: ₩73.8b (up 141% from FY 2020). Profit margin: 6.0% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 10%, compared to a 30% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 10% 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%).
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩12,450, the stock trades at a trailing P/E ratio of 19.5x. Average forward P/E is 13x in the Electronic industry in South Korea. Total loss to shareholders of 23% over the past year.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩10,700, the stock trades at a trailing P/E ratio of 30.9x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 114% over the past year.
分析記事 • Apr 01Some Investors May Be Worried About DREAMTECH's (KRX:192650) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Mar 17We Think DREAMTECH (KRX:192650) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩346 (vs ₩422 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩1.05t (up 87% from FY 2019). Net income: ₩21.4b (down 11% from FY 2019). Profit margin: 2.0% (down from 4.3% in FY 2019). The decrease in margin was driven by higher expenses.
分析記事 • Mar 01Update: DREAMTECH (KRX:192650) Stock Gained 63% In The Last YearDREAMTECH Co., Ltd. ( KRX:192650 ) shareholders might be concerned after seeing the share price drop 27% in the last...
お知らせ • Feb 27DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2021DREAMTECH Co., Ltd., Annual General Meeting, Mar 26, 2021, at 08:00 Korea Standard Time.
Is New 90 Day High Low • Feb 23New 90-day low: ₩10,050The company is down 18% from its price of ₩12,200 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 30% over the same period.
Is New 90 Day High Low • Feb 04New 90-day low: ₩10,400The company is down 14% from its price of ₩12,100 on 06 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 42% over the same period.
分析記事 • Feb 03Do Institutions Own DREAMTECH Co., Ltd. (KRX:192650) Shares?A look at the shareholders of DREAMTECH Co., Ltd. ( KRX:192650 ) can tell us which group is most powerful. Large...
Is New 90 Day High Low • Jan 18New 90-day low: ₩10,650The company is down 20% from its price of ₩13,300 on 20 October 2020. The South Korean market is up 30% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 45% over the same period.
分析記事 • Jan 13Tread With Caution Around DREAMTECH Co., Ltd.'s (KRX:192650) 1.4% Dividend YieldIs DREAMTECH Co., Ltd. ( KRX:192650 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Dec 24New 90-day low: ₩11,050The company is down 26% from its price of ₩14,900 on 24 September 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period.
分析記事 • Dec 23Here's Why We're Wary Of Buying DREAMTECH's (KRX:192650) For Its Upcoming DividendIt looks like DREAMTECH Co., Ltd. ( KRX:192650 ) is about to go ex-dividend in the next 4 days. Investors can purchase...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩160 Per ShareWill be paid on the 22nd of April 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 14Should You Be Worried About DREAMTECH Co., Ltd.'s (KRX:192650) 3.7% Return On Equity?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 15% share price gain to ₩14,050, the stock is trading at a trailing P/E ratio of 50.5x, up from the previous P/E ratio of 43.9x. This compares to an average P/E of 26x in the Electronic industry in South Korea. Total returns to shareholders over the past year are 142%.
分析記事 • Nov 27The Trends At DREAMTECH (KRX:192650) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 27% share price gain to ₩14,600, the stock is trading at a trailing P/E ratio of 71.5x, up from the previous P/E ratio of 56.3x. This compares to an average P/E of 24x in the Electronic industry in South Korea. Total returns to shareholders over the past year are 161%.
Is New 90 Day High Low • Nov 17New 90-day low: ₩11,150The company is down 24% from its price of ₩14,650 on 19 August 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: ₩11,450The company is down 26% from its price of ₩15,500 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.
Valuation Update With 7 Day Price Move • Oct 16Market pulls back on stock over the past weekAfter last week's 16% share price decline to ₩13,300, the stock is trading at a trailing P/E ratio of 65.1x, down from the previous P/E ratio of 77.9x. This compares to an average P/E of 23x in the Electronic industry in South Korea. Total returns to shareholders over the past year are 105%.