View ValuationDAEDUCK ELECTRONICS 将来の成長Future 基準チェック /66DAEDUCK ELECTRONICS利益と収益がそれぞれ年間42.4%と20.3%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21.5% 42.5%なると予測されています。主要情報42.4%収益成長率42.51%EPS成長率Electronic 収益成長41.5%収益成長率20.3%将来の株主資本利益率21.49%アナリストカバレッジGood最終更新日30 Apr 2026今後の成長に関する最新情報Price Target Changed • May 04Price target increased by 47% to ₩135,400Up from ₩92,100, the current price target is an average from 10 analysts. New target price is 18% above last closing price of ₩114,600. Stock is up 708% over the past year. The company is forecast to post earnings per share of ₩3,880 for next year compared to ₩924 last year.Major Estimate Revision • May 04Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.44b to ₩1.51b. EPS estimate increased from ₩3,141 to ₩3,880 per share. Net income forecast to grow 310% next year vs 72% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩92,100 to ₩135,400. Share price rose 5.3% to ₩114,600 over the past week.Price Target Changed • Mar 23Price target increased by 8.3% to ₩81,125Up from ₩74,875, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩79,200. Stock is up 340% over the past year. The company is forecast to post earnings per share of ₩3,034 for next year compared to ₩924 last year.Price Target Changed • Mar 12Price target increased by 7.5% to ₩74,875Up from ₩69,625, the current price target is an average from 8 analysts. New target price is 18% above last closing price of ₩63,700. Stock is up 267% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.Price Target Changed • Jan 31Price target increased by 12% to ₩65,875Up from ₩59,000, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩63,300. Stock is up 242% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.Major Estimate Revision • Jan 31Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.36b to ₩1.42b. EPS estimate increased from ₩2,668 to ₩2,963 per share. Net income forecast to grow 385% next year vs 50% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩59,000 to ₩65,875. Share price rose 25% to ₩63,300 over the past week.すべての更新を表示Recent updatesPrice Target Changed • May 04Price target increased by 47% to ₩135,400Up from ₩92,100, the current price target is an average from 10 analysts. New target price is 18% above last closing price of ₩114,600. Stock is up 708% over the past year. The company is forecast to post earnings per share of ₩3,880 for next year compared to ₩924 last year.Major Estimate Revision • May 04Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.44b to ₩1.51b. EPS estimate increased from ₩3,141 to ₩3,880 per share. Net income forecast to grow 310% next year vs 72% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩92,100 to ₩135,400. Share price rose 5.3% to ₩114,600 over the past week.Buy Or Sell Opportunity • Apr 01Now 37% overvalued after recent price riseOver the last 90 days, the stock has risen 87% to ₩88,100. The fair value is estimated to be ₩64,360, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 80%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 47% per annum over the same time period.Price Target Changed • Mar 23Price target increased by 8.3% to ₩81,125Up from ₩74,875, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩79,200. Stock is up 340% over the past year. The company is forecast to post earnings per share of ₩3,034 for next year compared to ₩924 last year.Reported Earnings • Mar 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩924 (up from ₩461 in FY 2024). Revenue: ₩1.07t (up 19% from FY 2024). Net income: ₩47.6b (up 100% from FY 2024). Profit margin: 4.5% (up from 2.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 4.5%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.Price Target Changed • Mar 12Price target increased by 7.5% to ₩74,875Up from ₩69,625, the current price target is an average from 8 analysts. New target price is 18% above last closing price of ₩63,700. Stock is up 267% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.Buy Or Sell Opportunity • Mar 09Now 23% undervaluedOver the last 90 days, the stock has risen 22% to ₩59,700. The fair value is estimated to be ₩77,539, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 92%. Revenue is forecast to grow by 64% in 2 years. Earnings are forecast to grow by 681% in the next 2 years.Declared Dividend • Mar 08Dividend of ₩500 announcedShareholders will receive a dividend of ₩500. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%. Sustainability & Growthお知らせ • Mar 06DAEDUCK ELECTRONICS Co., Ltd., Annual General Meeting, Mar 26, 2026DAEDUCK ELECTRONICS Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 335, somanggongwon-ro, gyeonggi-do, siheung South Koreaお知らせ • Mar 05DAEDUCK ELECTRONICS Co., Ltd. announces Annual dividendDAEDUCK ELECTRONICS Co., Ltd. announced Annual dividend of KRW 500.0000 per share, ex-date on March 30, 2026 and record date on March 31, 2026.分析記事 • Feb 03DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200) Stocks Shoot Up 35% But Its P/S Still Looks ReasonableDespite an already strong run, DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have been powering on, with a gain...Price Target Changed • Jan 31Price target increased by 12% to ₩65,875Up from ₩59,000, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩63,300. Stock is up 242% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.Major Estimate Revision • Jan 31Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.36b to ₩1.42b. EPS estimate increased from ₩2,668 to ₩2,963 per share. Net income forecast to grow 385% next year vs 50% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩59,000 to ₩65,875. Share price rose 25% to ₩63,300 over the past week.Buy Or Sell Opportunity • Jan 31Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to ₩63,300. The fair value is estimated to be ₩49,278, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 92%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 606% in the next 2 years.Price Target Changed • Jan 29Price target increased by 7.2% to ₩61,625Up from ₩57,500, the current price target is an average from 8 analysts. New target price is 18% above last closing price of ₩52,400. Stock is up 162% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.分析記事 • Jan 29Is There An Opportunity With DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) 28% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, DAEDUCK ELECTRONICS fair value estimate is ₩75,922 DAEDUCK...分析記事 • Jan 03Here's What's Concerning About DAEDUCK ELECTRONICS' (KRX:353200) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Nov 28DAEDUCK ELECTRONICS (KRX:353200) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩452 (vs ₩100.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩452 (up from ₩100.00 in 3Q 2024). Revenue: ₩286.2b (up 23% from 3Q 2024). Net income: ₩23.3b (up 350% from 3Q 2024). Profit margin: 8.1% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.分析記事 • Nov 10DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) P/S Is Still On The Mark Following 34% Share Price BounceDespite an already strong run, DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have been powering on, with a gain...Major Estimate Revision • Oct 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩1.00b to ₩1.01b. EPS estimate increased from ₩630 to ₩730 per share. Net income forecast to grow 749% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩28,400 to ₩32,600. Share price rose 21% to ₩38,000 over the past week.Buy Or Sell Opportunity • Oct 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to ₩33,350. The fair value is estimated to be ₩27,530, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 1,182% in the next 2 years.分析記事 • Sep 22Investors Appear Satisfied With DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) Prospects As Shares Rocket 26%Despite an already strong run, DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have been powering on, with a gain...分析記事 • Sep 15Estimating The Fair Value Of DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200)Key Insights DAEDUCK ELECTRONICS' estimated fair value is ₩27,881 based on 2 Stage Free Cash Flow to Equity DAEDUCK...New Risk • Sep 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).Buy Or Sell Opportunity • Sep 04Now 20% undervaluedOver the last 90 days, the stock has risen 44% to ₩22,550. The fair value is estimated to be ₩28,288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 1,190% in the next 2 years.分析記事 • Aug 20DAEDUCK ELECTRONICS' (KRX:353200) Soft Earnings Are Actually Better Than They AppearDAEDUCK ELECTRONICS Co., Ltd.'s ( KRX:353200 ) recent soft profit numbers didn't appear to worry shareholders, as the...New Risk • Aug 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 2.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₩86.00 (vs ₩237 in 2Q 2024)Second quarter 2025 results: EPS: ₩86.00 (down from ₩237 in 2Q 2024). Revenue: ₩245.9b (up 3.2% from 2Q 2024). Net income: ₩4.41b (down 64% from 2Q 2024). Profit margin: 1.8% (down from 5.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.分析記事 • Aug 03DAEDUCK ELECTRONICS (KRX:353200) 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...Buy Or Sell Opportunity • Jul 31Now 21% undervaluedOver the last 90 days, the stock has risen 65% to ₩23,450. The fair value is estimated to be ₩29,585, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 69%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 440% in the next 2 years.分析記事 • Jul 16The Returns On Capital At DAEDUCK ELECTRONICS (KRX:353200) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 16Investors Appear Satisfied With DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) Prospects As Shares Rocket 25%DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have continued their recent momentum with a 25% gain in the last...Price Target Changed • Jun 27Price target increased by 7.9% to ₩22,667Up from ₩21,000, the current price target is an average from 3 analysts. New target price is 30% above last closing price of ₩17,470. Stock is down 19% over the past year. The company is forecast to post earnings per share of ₩605 for next year compared to ₩442 last year.Buy Or Sell Opportunity • May 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ₩15,290. The fair value is estimated to be ₩19,150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has declined by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 49% per annum over the same time period.お知らせ • Apr 18DAEDUCK ELECTRONICS Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025DAEDUCK ELECTRONICS Co., Ltd. announced that they will report Q1, 2025 results at 3:00 PM, Korea Standard Time on Apr 29, 2025分析記事 • Apr 16Should You Think About Buying DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200) Now?DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ), might not be a large cap stock, but it saw a double-digit share price...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩14,800, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 45% over the past three years.Price Target Changed • Mar 27Price target decreased by 9.4% to ₩23,000Down from ₩25,400, the current price target is an average from 4 analysts. New target price is 32% above last closing price of ₩17,400. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩705 for next year compared to ₩461 last year.Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩461 (down from ₩492 in FY 2023). Revenue: ₩892.1b (down 1.9% from FY 2023). Net income: ₩23.8b (down 6.4% from FY 2023). Profit margin: 2.7% (down from 2.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Feb 23DAEDUCK ELECTRONICS (KRX:353200) Will Pay A Larger Dividend Than Last Year At ₩400.00DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) has announced that it will be increasing its periodic dividend on the 1st...Declared Dividend • Feb 22Dividend increased to ₩400Dividend of ₩400 is 33% higher than last year. Ex-date: 28th March 2025 Payment date: 1st January 1970 Dividend yield will be 2.0%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. EPS is expected to grow by 173% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 21+ 1 more updateDAEDUCK ELECTRONICS Co., Ltd. announces Annual dividendDAEDUCK ELECTRONICS Co., Ltd. announced Annual dividend of KRW 400.0000 per share, ex-date on March 28, 2025 and record date on March 31, 2025.New Risk • Feb 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin).Major Estimate Revision • Feb 04Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.07b to ₩939.3m. EPS estimate fell from ₩1,371 to ₩673 per share. Net income forecast to grow 39% next year vs 33% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩25,000. Share price fell 15% to ₩17,070 over the past week.分析記事 • Jan 30DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) Intrinsic Value Is Potentially 40% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, DAEDUCK ELECTRONICS fair value estimate is ₩28,062 Current...お知らせ • Jan 22DAEDUCK ELECTRONICS Co., Ltd. to Report Fiscal Year 2024 Results on Jan 31, 2025DAEDUCK ELECTRONICS Co., Ltd. announced that they will report fiscal year 2024 results on Jan 31, 2025Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩19,120, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,958 per share.分析記事 • Jan 08DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) 34% Jump Shows Its Popularity With InvestorsDAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shareholders are no doubt pleased to see that the share price has bounced...Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩16,020, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩28,003 per share.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩15,080, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩28,039 per share.分析記事 • Nov 08Is It Time To Consider Buying DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200)?While DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) might not have the largest market cap around , it saw a decent share...Major Estimate Revision • Nov 07Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩957.2m to ₩899.9m. EPS estimate also fell from ₩713 per share to ₩545 per share. Net income forecast to grow 150% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target of ₩26,000 unchanged from last update. Share price rose 4.6% to ₩18,030 over the past week.Price Target Changed • Oct 22Price target decreased by 8.1% to ₩27,400Down from ₩29,800, the current price target is an average from 5 analysts. New target price is 64% above last closing price of ₩16,730. Stock is down 31% over the past year. The company is forecast to post earnings per share of ₩713 for next year compared to ₩472 last year.Major Estimate Revision • Oct 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩814 to ₩713 per share. Revenue forecast steady at ₩957.2m. Net income forecast to grow 184% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩29,800 to ₩28,400. Share price fell 5.2% to ₩17,100 over the past week.Price Target Changed • Oct 18Price target decreased by 11% to ₩28,400Down from ₩32,000, the current price target is an average from 5 analysts. New target price is 66% above last closing price of ₩17,100. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩713 for next year compared to ₩472 last year.Major Estimate Revision • Sep 12Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩985 to ₩814 per share. Revenue forecast steady at ₩956.3m. Net income forecast to grow 202% next year vs 43% growth forecast for Electronic industry in South Korea. Consensus price target of ₩29,800 unchanged from last update. Share price rose 5.0% to ₩18,930 over the past week.Price Target Changed • Sep 10Price target decreased by 9.4% to ₩29,000Down from ₩32,000, the current price target is an average from 5 analysts. New target price is 63% above last closing price of ₩17,750. Stock is down 38% over the past year. The company is forecast to post earnings per share of ₩985 for next year compared to ₩472 last year.分析記事 • Sep 08Fewer Investors Than Expected Jumping On DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200)There wouldn't be many who think DAEDUCK ELECTRONICS Co., Ltd.'s ( KRX:353200 ) price-to-sales (or "P/S") ratio of 1x...Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩237 (vs ₩83.00 in 2Q 2023)Second quarter 2024 results: EPS: ₩237 (up from ₩83.00 in 2Q 2023). Revenue: ₩238.2b (up 8.4% from 2Q 2023). Net income: ₩12.2b (up 185% from 2Q 2023). Profit margin: 5.1% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Aug 07DAEDUCK ELECTRONICS (KRX:353200) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩18,240, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 9.6% over the past three years.Major Estimate Revision • Aug 03Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩970.7m to ₩987.9m. EPS estimate increased from ₩883 to ₩971 per share. Net income forecast to grow 261% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩30,857 unchanged from last update. Share price fell 5.2% to ₩21,050 over the past week.分析記事 • Jul 18Is DAEDUCK ELECTRONICS (KRX:353200) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jun 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to ₩22,850. The fair value is estimated to be ₩28,732, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 711% in the next 2 years.分析記事 • May 30Are Investors Undervaluing DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200) By 43%?Key Insights Using the 2 Stage Free Cash Flow to Equity, DAEDUCK ELECTRONICS fair value estimate is ₩40,456 DAEDUCK...Major Estimate Revision • May 29Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩1,079 to ₩942 per share. Revenue forecast steady at ₩961.8m. Net income forecast to grow 336% next year vs 46% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩30,800. Share price fell 2.5% to ₩23,300 over the past week.Major Estimate Revision • May 14Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.05b to ₩962.9m. EPS estimate also fell from ₩1,571 per share to ₩1,079 per share. Net income forecast to grow 119% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩31,091 to ₩30,400. Share price was steady at ₩23,350 over the past week.Major Estimate Revision • Feb 14Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.15b to ₩1.05b. EPS estimate also fell from ₩1,850 per share to ₩1,571 per share. Net income forecast to grow 100% next year vs 73% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩31,091. Share price was steady at ₩23,850 over the past week.Major Estimate Revision • Feb 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.15b to ₩1.05b. EPS estimate also fell from ₩1,850 per share to ₩1,583 per share. Net income forecast to grow 101% next year vs 73% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩30,273. Share price fell 4.7% to ₩23,350 over the past week.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩73.00 (vs ₩1,368 in 3Q 2022)Third quarter 2023 results: EPS: ₩73.00 (down from ₩1,368 in 3Q 2022). Revenue: ₩237.8b (down 36% from 3Q 2022). Net income: ₩3.77b (down 95% from 3Q 2022). Profit margin: 1.6% (down from 19% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 08Price target decreased by 8.7% to ₩30,333Down from ₩33,222, the current price target is an average from 9 analysts. New target price is 34% above last closing price of ₩22,600. Stock is down 7.6% over the past year. The company is forecast to post earnings per share of ₩597 for next year compared to ₩3,425 last year.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩905 to ₩520 per share. Revenue forecast steady at ₩954.0m. Net income forecast to shrink 28% next year vs 17% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩33,222 to ₩31,556. Share price rose 3.5% to ₩22,150 over the past week.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩19,970, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 112% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩13,420 per share.Price Target Changed • Oct 29Price target decreased by 8.9% to ₩32,000Down from ₩35,125, the current price target is an average from 9 analysts. New target price is 50% above last closing price of ₩21,400. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₩832 for next year compared to ₩3,425 last year.Major Estimate Revision • Aug 05Consensus EPS estimates fall by 24%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩1,556 to ₩1,186. Revenue forecast unchanged from ₩978.0m at last update. Net income forecast to shrink 39% next year vs 14% growth forecast for Electronic industry in South Korea . Consensus price target of ₩34,500 unchanged from last update. Share price fell 13% to ₩31,850 over the past week.New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩37,850, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 227% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,150 per share.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩29,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩17,137 per share.Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩1,983 to ₩1,657 per share. Revenue forecast steady at ₩999.3m. Net income forecast to shrink 27% next year vs 17% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩33,500 to ₩32,125. Share price rose 10% to ₩25,850 over the past week.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩23,750, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,866 per share.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩24,350, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩21,651 per share.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩3,570 (up from ₩1,309 in FY 2021). Revenue: ₩1.32t (up 32% from FY 2021). Net income: ₩183.9b (up 173% from FY 2021). Profit margin: 14% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electronic industry in South Korea.Major Estimate Revision • Feb 25Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.47b to ₩1.18b. EPS estimate fell from ₩4,273 to ₩2,612 per share. Net income forecast to shrink 12% next year vs 7.9% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩34,286 to ₩33,143. Share price fell 10% to ₩20,700 over the past week.Buying Opportunity • Feb 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be ₩27,902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last year. Earnings per share has grown by 472%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 40% in the next 2 years.Upcoming Dividend • Dec 21Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).Buying Opportunity • Dec 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be ₩26,827, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last year. Earnings per share has grown by 472%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.Price Target Changed • Nov 16Price target decreased to ₩39,125Down from ₩42,250, the current price target is an average from 8 analysts. New target price is 50% above last closing price of ₩26,050. Stock is up 19% over the past year. The company is forecast to post earnings per share of ₩4,205 for next year compared to ₩1,259 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Seung Boo Jung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Nov 08Price target decreased to ₩39,125Down from ₩42,250, the current price target is an average from 8 analysts. New target price is 60% above last closing price of ₩24,400. Stock is up 28% over the past year. The company is forecast to post earnings per share of ₩4,205 for next year compared to ₩1,259 last year.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩22,150, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 31% over the past year.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩24,900, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 56% over the past year.Buying Opportunity • May 24Now 22% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be ₩40,475, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.Major Estimate Revision • May 18Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩1.30b to ₩1.31b. EPS estimate increased from ₩2,410 to ₩3,276 per share. Net income forecast to grow 120% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩35,500 to ₩39,250. Share price rose 7.0% to ₩33,050 over the past week.Price Target Changed • Apr 27Price target increased to ₩35,500Up from ₩32,333, the current price target is an average from 8 analysts. New target price is 14% above last closing price of ₩31,050. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₩2,410 for next year compared to ₩1,309 last year.業績と収益の成長予測KOSE:A353200 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,057,867311,844252,280392,956912/31/20271,781,710259,290174,440331,9301012/31/20261,516,420195,560180,150279,3301012/31/20251,065,29547,6054,41371,552N/A9/30/2025953,88424,4934,81764,644N/A6/30/2025900,3657,3407,29060,700N/A3/31/2025892,74615,34419,09767,506N/A12/31/2024892,13623,76335,52097,822N/A9/30/2024920,01025,47172,059139,987N/A6/30/2024925,14424,06081,547159,003N/A3/31/2024906,76416,12880,518176,491N/A12/31/2023909,65125,37859,527180,749N/A9/30/2023971,75141,49219,159186,618N/A6/30/20231,105,365108,22117,479227,909N/A3/31/20231,228,465158,74878,351283,992N/A12/31/20221,316,163183,92586,233293,619N/A9/30/20221,300,664183,032182,117363,953N/A6/30/20221,184,942135,287171,462301,297N/A3/31/20221,072,63990,301119,726284,435N/A12/31/20211,000,93267,45472,004203,809N/A9/30/20211,253,26730,381-29,866177,506N/A6/30/20211,246,57410,857-49,108170,260N/A3/31/20211,090,229989-63,37197,741N/A12/31/2020930,897-12,591-25,963124,285N/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: A353200の予測収益成長率 (年間42.4% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A353200の収益 ( 42.4% ) はKR市場 ( 30.4% ) よりも速いペースで成長すると予測されています。高成長収益: A353200の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: A353200の収益 ( 20.3% ) KR市場 ( 12.4% ) よりも速いペースで成長すると予測されています。高い収益成長: A353200の収益 ( 20.3% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A353200の 自己資本利益率 は、3年後には高くなると予測されています ( 21.5 %)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 23:52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DAEDUCK ELECTRONICS Co., Ltd. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Tae Woong EomBookook Securities Co. LtdKyunga LeeCGS InternationalKangho ParkDaishin Securities Co. Ltd.14 その他のアナリストを表示
Price Target Changed • May 04Price target increased by 47% to ₩135,400Up from ₩92,100, the current price target is an average from 10 analysts. New target price is 18% above last closing price of ₩114,600. Stock is up 708% over the past year. The company is forecast to post earnings per share of ₩3,880 for next year compared to ₩924 last year.
Major Estimate Revision • May 04Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.44b to ₩1.51b. EPS estimate increased from ₩3,141 to ₩3,880 per share. Net income forecast to grow 310% next year vs 72% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩92,100 to ₩135,400. Share price rose 5.3% to ₩114,600 over the past week.
Price Target Changed • Mar 23Price target increased by 8.3% to ₩81,125Up from ₩74,875, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩79,200. Stock is up 340% over the past year. The company is forecast to post earnings per share of ₩3,034 for next year compared to ₩924 last year.
Price Target Changed • Mar 12Price target increased by 7.5% to ₩74,875Up from ₩69,625, the current price target is an average from 8 analysts. New target price is 18% above last closing price of ₩63,700. Stock is up 267% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.
Price Target Changed • Jan 31Price target increased by 12% to ₩65,875Up from ₩59,000, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩63,300. Stock is up 242% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.
Major Estimate Revision • Jan 31Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.36b to ₩1.42b. EPS estimate increased from ₩2,668 to ₩2,963 per share. Net income forecast to grow 385% next year vs 50% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩59,000 to ₩65,875. Share price rose 25% to ₩63,300 over the past week.
Price Target Changed • May 04Price target increased by 47% to ₩135,400Up from ₩92,100, the current price target is an average from 10 analysts. New target price is 18% above last closing price of ₩114,600. Stock is up 708% over the past year. The company is forecast to post earnings per share of ₩3,880 for next year compared to ₩924 last year.
Major Estimate Revision • May 04Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.44b to ₩1.51b. EPS estimate increased from ₩3,141 to ₩3,880 per share. Net income forecast to grow 310% next year vs 72% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩92,100 to ₩135,400. Share price rose 5.3% to ₩114,600 over the past week.
Buy Or Sell Opportunity • Apr 01Now 37% overvalued after recent price riseOver the last 90 days, the stock has risen 87% to ₩88,100. The fair value is estimated to be ₩64,360, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 80%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 47% per annum over the same time period.
Price Target Changed • Mar 23Price target increased by 8.3% to ₩81,125Up from ₩74,875, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩79,200. Stock is up 340% over the past year. The company is forecast to post earnings per share of ₩3,034 for next year compared to ₩924 last year.
Reported Earnings • Mar 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩924 (up from ₩461 in FY 2024). Revenue: ₩1.07t (up 19% from FY 2024). Net income: ₩47.6b (up 100% from FY 2024). Profit margin: 4.5% (up from 2.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 4.5%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.
Price Target Changed • Mar 12Price target increased by 7.5% to ₩74,875Up from ₩69,625, the current price target is an average from 8 analysts. New target price is 18% above last closing price of ₩63,700. Stock is up 267% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.
Buy Or Sell Opportunity • Mar 09Now 23% undervaluedOver the last 90 days, the stock has risen 22% to ₩59,700. The fair value is estimated to be ₩77,539, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 92%. Revenue is forecast to grow by 64% in 2 years. Earnings are forecast to grow by 681% in the next 2 years.
Declared Dividend • Mar 08Dividend of ₩500 announcedShareholders will receive a dividend of ₩500. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%. Sustainability & Growth
お知らせ • Mar 06DAEDUCK ELECTRONICS Co., Ltd., Annual General Meeting, Mar 26, 2026DAEDUCK ELECTRONICS Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 335, somanggongwon-ro, gyeonggi-do, siheung South Korea
お知らせ • Mar 05DAEDUCK ELECTRONICS Co., Ltd. announces Annual dividendDAEDUCK ELECTRONICS Co., Ltd. announced Annual dividend of KRW 500.0000 per share, ex-date on March 30, 2026 and record date on March 31, 2026.
分析記事 • Feb 03DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200) Stocks Shoot Up 35% But Its P/S Still Looks ReasonableDespite an already strong run, DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have been powering on, with a gain...
Price Target Changed • Jan 31Price target increased by 12% to ₩65,875Up from ₩59,000, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₩63,300. Stock is up 242% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.
Major Estimate Revision • Jan 31Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩1.36b to ₩1.42b. EPS estimate increased from ₩2,668 to ₩2,963 per share. Net income forecast to grow 385% next year vs 50% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩59,000 to ₩65,875. Share price rose 25% to ₩63,300 over the past week.
Buy Or Sell Opportunity • Jan 31Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to ₩63,300. The fair value is estimated to be ₩49,278, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 92%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 606% in the next 2 years.
Price Target Changed • Jan 29Price target increased by 7.2% to ₩61,625Up from ₩57,500, the current price target is an average from 8 analysts. New target price is 18% above last closing price of ₩52,400. Stock is up 162% over the past year. The company is forecast to post earnings per share of ₩968 for next year compared to ₩442 last year.
分析記事 • Jan 29Is There An Opportunity With DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) 28% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, DAEDUCK ELECTRONICS fair value estimate is ₩75,922 DAEDUCK...
分析記事 • Jan 03Here's What's Concerning About DAEDUCK ELECTRONICS' (KRX:353200) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Nov 28DAEDUCK ELECTRONICS (KRX:353200) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩452 (vs ₩100.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩452 (up from ₩100.00 in 3Q 2024). Revenue: ₩286.2b (up 23% from 3Q 2024). Net income: ₩23.3b (up 350% from 3Q 2024). Profit margin: 8.1% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 10DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) P/S Is Still On The Mark Following 34% Share Price BounceDespite an already strong run, DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have been powering on, with a gain...
Major Estimate Revision • Oct 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩1.00b to ₩1.01b. EPS estimate increased from ₩630 to ₩730 per share. Net income forecast to grow 749% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩28,400 to ₩32,600. Share price rose 21% to ₩38,000 over the past week.
Buy Or Sell Opportunity • Oct 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to ₩33,350. The fair value is estimated to be ₩27,530, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 1,182% in the next 2 years.
分析記事 • Sep 22Investors Appear Satisfied With DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) Prospects As Shares Rocket 26%Despite an already strong run, DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have been powering on, with a gain...
分析記事 • Sep 15Estimating The Fair Value Of DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200)Key Insights DAEDUCK ELECTRONICS' estimated fair value is ₩27,881 based on 2 Stage Free Cash Flow to Equity DAEDUCK...
New Risk • Sep 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).
Buy Or Sell Opportunity • Sep 04Now 20% undervaluedOver the last 90 days, the stock has risen 44% to ₩22,550. The fair value is estimated to be ₩28,288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 1,190% in the next 2 years.
分析記事 • Aug 20DAEDUCK ELECTRONICS' (KRX:353200) Soft Earnings Are Actually Better Than They AppearDAEDUCK ELECTRONICS Co., Ltd.'s ( KRX:353200 ) recent soft profit numbers didn't appear to worry shareholders, as the...
New Risk • Aug 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 2.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₩86.00 (vs ₩237 in 2Q 2024)Second quarter 2025 results: EPS: ₩86.00 (down from ₩237 in 2Q 2024). Revenue: ₩245.9b (up 3.2% from 2Q 2024). Net income: ₩4.41b (down 64% from 2Q 2024). Profit margin: 1.8% (down from 5.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 03DAEDUCK ELECTRONICS (KRX:353200) 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...
Buy Or Sell Opportunity • Jul 31Now 21% undervaluedOver the last 90 days, the stock has risen 65% to ₩23,450. The fair value is estimated to be ₩29,585, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 69%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 440% in the next 2 years.
分析記事 • Jul 16The Returns On Capital At DAEDUCK ELECTRONICS (KRX:353200) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 16Investors Appear Satisfied With DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) Prospects As Shares Rocket 25%DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shares have continued their recent momentum with a 25% gain in the last...
Price Target Changed • Jun 27Price target increased by 7.9% to ₩22,667Up from ₩21,000, the current price target is an average from 3 analysts. New target price is 30% above last closing price of ₩17,470. Stock is down 19% over the past year. The company is forecast to post earnings per share of ₩605 for next year compared to ₩442 last year.
Buy Or Sell Opportunity • May 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ₩15,290. The fair value is estimated to be ₩19,150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has declined by 53%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 49% per annum over the same time period.
お知らせ • Apr 18DAEDUCK ELECTRONICS Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025DAEDUCK ELECTRONICS Co., Ltd. announced that they will report Q1, 2025 results at 3:00 PM, Korea Standard Time on Apr 29, 2025
分析記事 • Apr 16Should You Think About Buying DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200) Now?DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ), might not be a large cap stock, but it saw a double-digit share price...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩14,800, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 45% over the past three years.
Price Target Changed • Mar 27Price target decreased by 9.4% to ₩23,000Down from ₩25,400, the current price target is an average from 4 analysts. New target price is 32% above last closing price of ₩17,400. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩705 for next year compared to ₩461 last year.
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩461 (down from ₩492 in FY 2023). Revenue: ₩892.1b (down 1.9% from FY 2023). Net income: ₩23.8b (down 6.4% from FY 2023). Profit margin: 2.7% (down from 2.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 23DAEDUCK ELECTRONICS (KRX:353200) Will Pay A Larger Dividend Than Last Year At ₩400.00DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) has announced that it will be increasing its periodic dividend on the 1st...
Declared Dividend • Feb 22Dividend increased to ₩400Dividend of ₩400 is 33% higher than last year. Ex-date: 28th March 2025 Payment date: 1st January 1970 Dividend yield will be 2.0%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. EPS is expected to grow by 173% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 21+ 1 more updateDAEDUCK ELECTRONICS Co., Ltd. announces Annual dividendDAEDUCK ELECTRONICS Co., Ltd. announced Annual dividend of KRW 400.0000 per share, ex-date on March 28, 2025 and record date on March 31, 2025.
New Risk • Feb 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin).
Major Estimate Revision • Feb 04Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.07b to ₩939.3m. EPS estimate fell from ₩1,371 to ₩673 per share. Net income forecast to grow 39% next year vs 33% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩25,000. Share price fell 15% to ₩17,070 over the past week.
分析記事 • Jan 30DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) Intrinsic Value Is Potentially 40% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, DAEDUCK ELECTRONICS fair value estimate is ₩28,062 Current...
お知らせ • Jan 22DAEDUCK ELECTRONICS Co., Ltd. to Report Fiscal Year 2024 Results on Jan 31, 2025DAEDUCK ELECTRONICS Co., Ltd. announced that they will report fiscal year 2024 results on Jan 31, 2025
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩19,120, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩27,958 per share.
分析記事 • Jan 08DAEDUCK ELECTRONICS Co., Ltd.'s (KRX:353200) 34% Jump Shows Its Popularity With InvestorsDAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) shareholders are no doubt pleased to see that the share price has bounced...
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩16,020, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩28,003 per share.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩15,080, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Electronic industry in South Korea. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩28,039 per share.
分析記事 • Nov 08Is It Time To Consider Buying DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200)?While DAEDUCK ELECTRONICS Co., Ltd. ( KRX:353200 ) might not have the largest market cap around , it saw a decent share...
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩957.2m to ₩899.9m. EPS estimate also fell from ₩713 per share to ₩545 per share. Net income forecast to grow 150% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target of ₩26,000 unchanged from last update. Share price rose 4.6% to ₩18,030 over the past week.
Price Target Changed • Oct 22Price target decreased by 8.1% to ₩27,400Down from ₩29,800, the current price target is an average from 5 analysts. New target price is 64% above last closing price of ₩16,730. Stock is down 31% over the past year. The company is forecast to post earnings per share of ₩713 for next year compared to ₩472 last year.
Major Estimate Revision • Oct 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩814 to ₩713 per share. Revenue forecast steady at ₩957.2m. Net income forecast to grow 184% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩29,800 to ₩28,400. Share price fell 5.2% to ₩17,100 over the past week.
Price Target Changed • Oct 18Price target decreased by 11% to ₩28,400Down from ₩32,000, the current price target is an average from 5 analysts. New target price is 66% above last closing price of ₩17,100. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩713 for next year compared to ₩472 last year.
Major Estimate Revision • Sep 12Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩985 to ₩814 per share. Revenue forecast steady at ₩956.3m. Net income forecast to grow 202% next year vs 43% growth forecast for Electronic industry in South Korea. Consensus price target of ₩29,800 unchanged from last update. Share price rose 5.0% to ₩18,930 over the past week.
Price Target Changed • Sep 10Price target decreased by 9.4% to ₩29,000Down from ₩32,000, the current price target is an average from 5 analysts. New target price is 63% above last closing price of ₩17,750. Stock is down 38% over the past year. The company is forecast to post earnings per share of ₩985 for next year compared to ₩472 last year.
分析記事 • Sep 08Fewer Investors Than Expected Jumping On DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200)There wouldn't be many who think DAEDUCK ELECTRONICS Co., Ltd.'s ( KRX:353200 ) price-to-sales (or "P/S") ratio of 1x...
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩237 (vs ₩83.00 in 2Q 2023)Second quarter 2024 results: EPS: ₩237 (up from ₩83.00 in 2Q 2023). Revenue: ₩238.2b (up 8.4% from 2Q 2023). Net income: ₩12.2b (up 185% from 2Q 2023). Profit margin: 5.1% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Aug 07DAEDUCK ELECTRONICS (KRX:353200) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩18,240, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in South Korea. Total returns to shareholders of 9.6% over the past three years.
Major Estimate Revision • Aug 03Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩970.7m to ₩987.9m. EPS estimate increased from ₩883 to ₩971 per share. Net income forecast to grow 261% next year vs 39% growth forecast for Electronic industry in South Korea. Consensus price target of ₩30,857 unchanged from last update. Share price fell 5.2% to ₩21,050 over the past week.
分析記事 • Jul 18Is DAEDUCK ELECTRONICS (KRX:353200) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jun 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to ₩22,850. The fair value is estimated to be ₩28,732, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 711% in the next 2 years.
分析記事 • May 30Are Investors Undervaluing DAEDUCK ELECTRONICS Co., Ltd. (KRX:353200) By 43%?Key Insights Using the 2 Stage Free Cash Flow to Equity, DAEDUCK ELECTRONICS fair value estimate is ₩40,456 DAEDUCK...
Major Estimate Revision • May 29Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩1,079 to ₩942 per share. Revenue forecast steady at ₩961.8m. Net income forecast to grow 336% next year vs 46% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩30,800. Share price fell 2.5% to ₩23,300 over the past week.
Major Estimate Revision • May 14Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.05b to ₩962.9m. EPS estimate also fell from ₩1,571 per share to ₩1,079 per share. Net income forecast to grow 119% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩31,091 to ₩30,400. Share price was steady at ₩23,350 over the past week.
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.15b to ₩1.05b. EPS estimate also fell from ₩1,850 per share to ₩1,571 per share. Net income forecast to grow 100% next year vs 73% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩31,091. Share price was steady at ₩23,850 over the past week.
Major Estimate Revision • Feb 10Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩1.15b to ₩1.05b. EPS estimate also fell from ₩1,850 per share to ₩1,583 per share. Net income forecast to grow 101% next year vs 73% growth forecast for Electronic industry in South Korea. Consensus price target broadly unchanged at ₩30,273. Share price fell 4.7% to ₩23,350 over the past week.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩73.00 (vs ₩1,368 in 3Q 2022)Third quarter 2023 results: EPS: ₩73.00 (down from ₩1,368 in 3Q 2022). Revenue: ₩237.8b (down 36% from 3Q 2022). Net income: ₩3.77b (down 95% from 3Q 2022). Profit margin: 1.6% (down from 19% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 08Price target decreased by 8.7% to ₩30,333Down from ₩33,222, the current price target is an average from 9 analysts. New target price is 34% above last closing price of ₩22,600. Stock is down 7.6% over the past year. The company is forecast to post earnings per share of ₩597 for next year compared to ₩3,425 last year.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩905 to ₩520 per share. Revenue forecast steady at ₩954.0m. Net income forecast to shrink 28% next year vs 17% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩33,222 to ₩31,556. Share price rose 3.5% to ₩22,150 over the past week.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩19,970, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 112% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩13,420 per share.
Price Target Changed • Oct 29Price target decreased by 8.9% to ₩32,000Down from ₩35,125, the current price target is an average from 9 analysts. New target price is 50% above last closing price of ₩21,400. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₩832 for next year compared to ₩3,425 last year.
Major Estimate Revision • Aug 05Consensus EPS estimates fall by 24%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩1,556 to ₩1,186. Revenue forecast unchanged from ₩978.0m at last update. Net income forecast to shrink 39% next year vs 14% growth forecast for Electronic industry in South Korea . Consensus price target of ₩34,500 unchanged from last update. Share price fell 13% to ₩31,850 over the past week.
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩37,850, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 227% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,150 per share.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩29,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩17,137 per share.
Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩1,983 to ₩1,657 per share. Revenue forecast steady at ₩999.3m. Net income forecast to shrink 27% next year vs 17% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩33,500 to ₩32,125. Share price rose 10% to ₩25,850 over the past week.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩23,750, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,866 per share.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩24,350, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩21,651 per share.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩3,570 (up from ₩1,309 in FY 2021). Revenue: ₩1.32t (up 32% from FY 2021). Net income: ₩183.9b (up 173% from FY 2021). Profit margin: 14% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Electronic industry in South Korea.
Major Estimate Revision • Feb 25Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.47b to ₩1.18b. EPS estimate fell from ₩4,273 to ₩2,612 per share. Net income forecast to shrink 12% next year vs 7.9% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩34,286 to ₩33,143. Share price fell 10% to ₩20,700 over the past week.
Buying Opportunity • Feb 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be ₩27,902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last year. Earnings per share has grown by 472%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 40% in the next 2 years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).
Buying Opportunity • Dec 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be ₩26,827, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last year. Earnings per share has grown by 472%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
Price Target Changed • Nov 16Price target decreased to ₩39,125Down from ₩42,250, the current price target is an average from 8 analysts. New target price is 50% above last closing price of ₩26,050. Stock is up 19% over the past year. The company is forecast to post earnings per share of ₩4,205 for next year compared to ₩1,259 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Seung Boo Jung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Nov 08Price target decreased to ₩39,125Down from ₩42,250, the current price target is an average from 8 analysts. New target price is 60% above last closing price of ₩24,400. Stock is up 28% over the past year. The company is forecast to post earnings per share of ₩4,205 for next year compared to ₩1,259 last year.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩22,150, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 31% over the past year.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩24,900, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 56% over the past year.
Buying Opportunity • May 24Now 22% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be ₩40,475, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.
Major Estimate Revision • May 18Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩1.30b to ₩1.31b. EPS estimate increased from ₩2,410 to ₩3,276 per share. Net income forecast to grow 120% next year vs 40% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩35,500 to ₩39,250. Share price rose 7.0% to ₩33,050 over the past week.
Price Target Changed • Apr 27Price target increased to ₩35,500Up from ₩32,333, the current price target is an average from 8 analysts. New target price is 14% above last closing price of ₩31,050. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₩2,410 for next year compared to ₩1,309 last year.