New Risk • Apr 04
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.0% net profit margin). Market cap is less than US$100m (₩55.8b market cap, or US$36.9m). Upcoming Dividend • Dec 22
Upcoming dividend of ₩175 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 24 April 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (2.0%). Declared Dividend • Nov 08
Dividend of ₩175 announced Dividend of ₩175 is the same as last year. Ex-date: 29th December 2025 Payment date: 24th April 2026 Dividend yield will be 4.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. 공시 • Nov 07
SJM Co., Ltd. announces Annual dividend, payable on April 24, 2026 SJM Co., Ltd. announced Annual dividend of KRW 175.0000 per share payable on April 24, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. 공시 • Feb 26
SJM Co., Ltd., Annual General Meeting, Mar 28, 2025 SJM Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:30 Tokyo Standard Time. Location: conference room, 75, sandan-ro 67beon-gil, danwon-gu, gyeonggi-do, ansan South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩175 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 April 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.6%). Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩4,010, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Negligible returns to shareholders over past three years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩100.00 per share at 2.7% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.0%). Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩5,840, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 9x in the Auto Components industry in South Korea. Total returns to shareholders of 118% over the past three years. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to ₩4,560, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 12x in the Auto Components industry in South Korea. Total returns to shareholders of 83% over the past three years. Upcoming Dividend • Dec 21
Upcoming dividend of ₩150 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 26 April 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.3%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 1 independent director (8 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩3,165, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 14x in the Auto Components industry in South Korea. Total loss to shareholders of 3.3% over the past three years. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 1 independent director (8 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Upcoming Dividend • Dec 22
Upcoming dividend of ₩50.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 22 April 2022. Payout ratio is a comfortable 8.9% and the cash payout ratio is 81%. Trailing yield: 1.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%). Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩4,015, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 14x in the Auto Components industry in South Korea. Total returns to shareholders of 40% over the past three years. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improved over the past week After last week's 20% share price gain to ₩6,430, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 22x in the Auto Components industry in South Korea. Total returns to shareholders of 53% over the past three years. Valuation Update With 7 Day Price Move • May 04
Investor sentiment improved over the past week After last week's 33% share price gain to ₩6,040, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 22x in the Auto Components industry in South Korea. Total returns to shareholders of 44% over the past three years. 공시 • Feb 25
SJM Co., Ltd., Annual General Meeting, Mar 26, 2021 SJM Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:30 Korea Standard Time. Is New 90 Day High Low • Feb 03
New 90-day high: ₩4,495 The company is up 50% from its price of ₩3,000 on 05 November 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 46% over the same period. Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment improved over the past week After last week's 16% share price gain to ₩4,235, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.6x. This compares to an average P/E of 24x in the Auto Components industry in South Korea. Total return to shareholders over the past three years is a loss of 3.6%. Is New 90 Day High Low • Jan 13
New 90-day high: ₩3,740 The company is up 40% from its price of ₩2,680 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 36% over the same period. Is New 90 Day High Low • Dec 29
New 90-day high: ₩3,370 The company is up 31% from its price of ₩2,570 on 29 September 2020. The South Korean market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 16% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of ₩125 Per Share Will be paid on the 23rd of April to those who are registered shareholders by the 29th of December. The trailing yield of 4.1% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.7%). Valuation Update With 7 Day Price Move • Oct 22
Market bids up stock over the past week After last week's 18% share price gain to ₩3,150, the stock is trading at a trailing P/E ratio of 7.4x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 16x in the Auto Components industry in South Korea. Total return to shareholders over the past three years is a loss of 32%. Is New 90 Day High Low • Oct 19
New 90-day high: ₩2,795 The company is up 5.0% from its price of ₩2,650 on 21 July 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 12% over the same period. 
