New Risk • 19h
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩55.2b market cap, or US$36.3m). New Risk • Apr 01
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 34% 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. Market cap is less than US$100m (₩49.8b market cap, or US$33.0m). 공시 • Feb 25
Jeil Technos Co.,Ltd, Annual General Meeting, Mar 30, 2026 Jeil Technos Co.,Ltd, Annual General Meeting, Mar 30, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 7, jangheung-ro 39beon-gil, nam-gu, gyeongsangbuk-do, pohang South Korea Upcoming Dividend • Dec 22
Upcoming dividend of ₩120 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 20 April 2026. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (2.4%). Reported Earnings • Nov 19
Third quarter 2025 earnings released: EPS: ₩414 (vs ₩460 in 3Q 2024) Third quarter 2025 results: EPS: ₩414 (down from ₩460 in 3Q 2024). Revenue: ₩30.8b (down 18% from 3Q 2024). Net income: ₩3.44b (down 10% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 20
Full year 2024 earnings released: EPS: ₩2,246 (vs ₩3,023 in FY 2023) Full year 2024 results: EPS: ₩2,246 (down from ₩3,023 in FY 2023). Revenue: ₩183.9b (down 24% from FY 2023). Net income: ₩18.7b (down 26% from FY 2023). Profit margin: 10% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. 공시 • Feb 19
Jeil Technos Co.,Ltd, Annual General Meeting, Mar 24, 2025 Jeil Technos Co.,Ltd, Annual General Meeting, Mar 24, 2025, at 10:00 Tokyo Standard Time. Location: auditorium, 7, jangheung-ro 39beon-gil, nam-gu, gyeongsangbuk-do, pohang South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩180 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.9%). Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩8,900, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 8x in the Metals and Mining industry in South Korea. Total returns to shareholders of 19% over the past three years. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: ₩3,112 (vs ₩1,299 in FY 2022) Full year 2023 results: EPS: ₩3,112 (up from ₩1,299 in FY 2022). Revenue: ₩267.6b (up 24% from FY 2022). Net income: ₩25.9b (up 140% from FY 2022). Profit margin: 9.7% (up from 5.0% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 20
Upcoming dividend of ₩120 per share at 1.3% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 4.0% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.7%). Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₩9,680, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 8x in the Metals and Mining industry in South Korea. Total returns to shareholders of 59% over the past three years. Reported Earnings • Nov 17
Third quarter 2023 earnings released: EPS: ₩875 (vs ₩62.00 in 3Q 2022) Third quarter 2023 results: EPS: ₩875 (up from ₩62.00 in 3Q 2022). Revenue: ₩60.3b (flat on 3Q 2022). Net income: ₩7.23b (up ₩6.70b from 3Q 2022). Profit margin: 12% (up from 0.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩9,080, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 7x in the Metals and Mining industry in South Korea. Total returns to shareholders of 86% over the past three years. Reported Earnings • May 16
First quarter 2023 earnings released: EPS: ₩605 (vs ₩250 in 1Q 2022) First quarter 2023 results: EPS: ₩605 (up from ₩250 in 1Q 2022). Revenue: ₩57.7b (up 26% from 1Q 2022). Net income: ₩5.03b (up 141% from 1Q 2022). Profit margin: 8.7% (up from 4.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 23
Full year 2022 earnings released: EPS: ₩1,299 (vs ₩90.00 in FY 2021) Full year 2022 results: EPS: ₩1,299 (up from ₩90.00 in FY 2021). Revenue: ₩215.6b (up 20% from FY 2021). Net income: ₩10.8b (up ₩10.1b from FY 2021). Profit margin: 5.0% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 21
Upcoming dividend of ₩50.00 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 19 April 2023. Payout ratio is a comfortable 6.6% and the cash payout ratio is 83%. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (4.4%). 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. 7 experienced directors. No highly experienced directors. 1 independent director (6 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 • Nov 11
Investor sentiment improved over the past week After last week's 17% share price gain to ₩8,160, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 6x in the Metals and Mining industry in South Korea. Total returns to shareholders of 113% over the past three years. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₩6,510, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 5x in the Metals and Mining industry in South Korea. Total returns to shareholders of 66% over the past three years. Valuation Update With 7 Day Price Move • Aug 03
Investor sentiment improved over the past week After last week's 16% share price gain to ₩7,540, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 5x in the Metals and Mining industry in South Korea. Total returns to shareholders of 102% over the past three years. Valuation Update With 7 Day Price Move • Jul 01
Investor sentiment improved over the past week After last week's 17% share price gain to ₩7,060, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 5x in the Metals and Mining industry in South Korea. Total returns to shareholders of 66% over the past three years. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩6,720, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 6x in the Metals and Mining industry in South Korea. Total returns to shareholders of 59% 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. 7 experienced directors. No highly experienced directors. 1 independent director (6 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 ₩30.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 19 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (2.3%). Is New 90 Day High Low • Feb 23
New 90-day low: ₩5,940 The company is down 10.0% from its price of ₩6,610 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 13% over the same period. 공시 • Feb 18
Jeil Technos Co.,Ltd, Annual General Meeting, Mar 22, 2021 Jeil Technos Co.,Ltd, Annual General Meeting, Mar 22, 2021, at 10:00 Korea Standard Time. Is New 90 Day High Low • Dec 02
New 90-day high: ₩8,840 The company is up 83% from its price of ₩4,820 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 18% over the same period. Is New 90 Day High Low • Nov 02
New 90-day high: ₩6,660 The company is up 37% from its price of ₩4,875 on 04 August 2020. The South Korean market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. Valuation Update With 7 Day Price Move • Oct 26
Market bids up stock over the past week After last week's 36% share price gain to ₩5,750, the stock is trading at a trailing P/E ratio of 57.6x, up from the previous P/E ratio of 42.4x. This compares to an average P/E of 20x in the Metals and Mining industry in South Korea. Total returns to shareholders over the past three years are 49%. Is New 90 Day High Low • Sep 22
New 90-day low: ₩4,095 The company is down 8.0% from its price of ₩4,445 on 24 June 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 8.0% over the same period.