Assems (A136410) 주식 개요아셈은 한국에서 접착제를 개발 및 판매하는 회사입니다. 자세히 보기A136410 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적4/6재무 건전성6/6배당2/6강점공정 가치 추정치보다 낮은 84.9% 에서 거래지난 1년간 수익이 5.9% 증가했습니다.위험 분석의미 있는 시가총액이 없습니다(₩54B)모든 위험 점검 보기A136410 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,406 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,406 investors already sharing narrativesYour Fair Value₩Current Price₩5.08k6.7% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture086b2016201920222025202620282031Revenue ₩85.7bEarnings ₩11.7bAdvancedSet Fair ValueView all narrativesAssems Inc. 경쟁사Sungmoon ElectronicsSymbol: KOSE:A014910Market cap: ₩51.5bInkTecSymbol: KOSDAQ:A049550Market cap: ₩60.5bBolakSymbol: KOSE:A002760Market cap: ₩57.1bChanghae EthanolSymbol: KOSDAQ:A004650Market cap: ₩71.1b가격 이력 및 성과Assems 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₩5,080.0052주 최고가₩12,350.0052주 최저가₩4,650.00베타0.311개월 변동-7.13%3개월 변동-29.83%1년 변동-47.03%3년 변동-47.84%5년 변동n/aIPO 이후 변동-62.37%최근 뉴스 및 업데이트Buy Or Sell Opportunity • May 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to ₩6,180. The fair value is estimated to be ₩8,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 19%.공시 • Mar 13Assems Inc., Annual General Meeting, Mar 26, 2026Assems Inc., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gi, saha-gu, busan South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩7,280, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 36% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩90.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.3%).공시 • Dec 02Assems Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares.Assems Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with NH Investment & Securities Co., Ltd. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until June 1, 2026. As of December 1, 2025, the company had 439,425 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩10,800, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 2.3% over the past three years.더 많은 업데이트 보기Recent updatesBuy Or Sell Opportunity • May 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to ₩6,180. The fair value is estimated to be ₩8,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 19%.공시 • Mar 13Assems Inc., Annual General Meeting, Mar 26, 2026Assems Inc., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gi, saha-gu, busan South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩7,280, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 36% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩90.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.3%).공시 • Dec 02Assems Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares.Assems Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with NH Investment & Securities Co., Ltd. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until June 1, 2026. As of December 1, 2025, the company had 439,425 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩10,800, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 2.3% over the past three years.분석 기사 • Nov 10Assems (KOSDAQ:136410) Is Due To Pay A Dividend Of ₩90.00The board of Assems Inc. ( KOSDAQ:136410 ) has announced that it will pay a dividend on the 10th of April, with...Declared Dividend • Nov 08Dividend of ₩90.00 announcedDividend of ₩90.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (20% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Nov 07Assems Inc. announces Annual dividend, payable on April 10, 2026Assems Inc. announced Annual dividend of KRW 90.0000 per share payable on April 10, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.New Risk • Aug 06New 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 8.1% 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 Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩114.3b market cap, or US$82.2m).Buy Or Sell Opportunity • Jul 22Now 23% undervaluedOver the last 90 days, the stock has risen 33% to ₩11,610. The fair value is estimated to be ₩15,156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 16%.분석 기사 • Jul 17There's Reason For Concern Over Assems Inc.'s (KOSDAQ:136410) Massive 41% Price JumpThe Assems Inc. ( KOSDAQ:136410 ) share price has done very well over the last month, posting an excellent gain of 41...분석 기사 • Jul 09Assems (KOSDAQ:136410) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩9,400, the stock trades at a trailing P/E ratio of 13.6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 29% over the past three years.분석 기사 • Apr 15Returns On Capital At Assems (KOSDAQ:136410) Have Hit The BrakesWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩8,850, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 50% over the past three years.공시 • Mar 13Assems Inc., Annual General Meeting, Mar 26, 2025Assems Inc., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gil, saha-gu, busan South KoreaValuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩8,400, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 34% over the past year.분석 기사 • Oct 10ASSEMS Inc. (KOSDAQ:136410) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedThe ASSEMS Inc. ( KOSDAQ:136410 ) share price has done very well over the last month, posting an excellent gain of 25...공시 • Aug 07ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 2,000 million worth of its shares.ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares according to the contract with NH Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until February 6, 2025. As of August 6, 2024, the company had 360,004 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.분석 기사 • Aug 06Returns At ASSEMS (KOSDAQ:136410) Appear To Be Weighed DownIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩8,290, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 30% over the past year.분석 기사 • Feb 28We Think ASSEMS (KOSDAQ:136410) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Nov 08ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 2,000 million worth of its shares.ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares according to the contract with Korea Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until May 7, 2024. As of November 6, 2023, the company had 70,661 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩6,490, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 41% over the past year.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩8,760, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 32% over the past year.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩13,250, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩11,400, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in South Korea.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩16,200, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 14x in the Chemicals industry in South Korea.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 14x in the Chemicals industry in South Korea.공시 • Jun 11ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares.ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with Korea Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until December 8, 2022. As of June 10, 2022, the company had 0 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩13,700, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 15x in the Chemicals industry in South Korea.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩16,700, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 16x in the Chemicals industry in South Korea.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩13,450, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 16x in the Chemicals industry in South Korea.주주 수익률A136410KR ChemicalsKR 시장7D-2.7%-4.3%-7.3%1Y-47.0%0.9%123.0%전체 주주 수익률 보기수익률 대 산업: A136410은 지난 1년 동안 0.9%의 수익을 기록한 KR Chemicals 산업보다 저조한 성과를 냈습니다.수익률 대 시장: A136410은 지난 1년 동안 123%를 기록한 KR 시장보다 저조한 성과를 냈습니다.주가 변동성Is A136410's price volatile compared to industry and market?A136410 volatilityA136410 Average Weekly Movement7.4%Chemicals Industry Average Movement8.7%Market Average Movement9.4%10% most volatile stocks in KR Market16.5%10% least volatile stocks in KR Market4.9%안정적인 주가: A136410는 지난 3개월 동안 KR 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: A136410의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트200392Ji-Sang Jangwww.assems.comAssems Inc.는 한국에서 접착제를 개발 및 판매하고 있습니다. 이 회사는 핫멜트 필름을 생산합니다. 또한 직물의 라미네이팅 및 코팅, 접착식 직물의 개발 및 생산, 핫멜트 라미네이팅 기계의 생산 사업도 영위하고 있습니다.더 보기Assems Inc. 기초 지표 요약Assems의 순이익과 매출은 시가총액과 어떻게 비교됩니까?A136410 기초 통계시가총액₩53.74b순이익 (TTM)₩7.73b매출 (TTM)₩56.78b7.0x주가수익비율(P/E)0.9x주가매출비율(P/S)A136410는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표A136410 손익계산서 (TTM)매출₩56.78b매출원가₩36.02b총이익₩20.76b기타 비용₩13.03b순이익₩7.73b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)730.75총이익률36.56%순이익률13.62%부채/자본 비율44.0%A136410의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.8%현재 배당 수익률n/a배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/11 10:25종가2026/07/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Assems Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ah-young KimDaishin Securities Co. Ltd.
Buy Or Sell Opportunity • May 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to ₩6,180. The fair value is estimated to be ₩8,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 19%.
공시 • Mar 13Assems Inc., Annual General Meeting, Mar 26, 2026Assems Inc., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gi, saha-gu, busan South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩7,280, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 36% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩90.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.3%).
공시 • Dec 02Assems Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares.Assems Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with NH Investment & Securities Co., Ltd. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until June 1, 2026. As of December 1, 2025, the company had 439,425 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩10,800, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 2.3% over the past three years.
Buy Or Sell Opportunity • May 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to ₩6,180. The fair value is estimated to be ₩8,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 19%.
공시 • Mar 13Assems Inc., Annual General Meeting, Mar 26, 2026Assems Inc., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gi, saha-gu, busan South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩7,280, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 36% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩90.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 10 April 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (1.3%).
공시 • Dec 02Assems Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares.Assems Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with NH Investment & Securities Co., Ltd. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until June 1, 2026. As of December 1, 2025, the company had 439,425 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩10,800, the stock trades at a trailing P/E ratio of 12.3x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 2.3% over the past three years.
분석 기사 • Nov 10Assems (KOSDAQ:136410) Is Due To Pay A Dividend Of ₩90.00The board of Assems Inc. ( KOSDAQ:136410 ) has announced that it will pay a dividend on the 10th of April, with...
Declared Dividend • Nov 08Dividend of ₩90.00 announcedDividend of ₩90.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 10th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (20% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Nov 07Assems Inc. announces Annual dividend, payable on April 10, 2026Assems Inc. announced Annual dividend of KRW 90.0000 per share payable on April 10, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
New Risk • Aug 06New 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 8.1% 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 Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩114.3b market cap, or US$82.2m).
Buy Or Sell Opportunity • Jul 22Now 23% undervaluedOver the last 90 days, the stock has risen 33% to ₩11,610. The fair value is estimated to be ₩15,156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 16%.
분석 기사 • Jul 17There's Reason For Concern Over Assems Inc.'s (KOSDAQ:136410) Massive 41% Price JumpThe Assems Inc. ( KOSDAQ:136410 ) share price has done very well over the last month, posting an excellent gain of 41...
분석 기사 • Jul 09Assems (KOSDAQ:136410) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩9,400, the stock trades at a trailing P/E ratio of 13.6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 29% over the past three years.
분석 기사 • Apr 15Returns On Capital At Assems (KOSDAQ:136410) Have Hit The BrakesWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩8,850, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 50% over the past three years.
공시 • Mar 13Assems Inc., Annual General Meeting, Mar 26, 2025Assems Inc., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 31, eulsukdo-daero 873beon-gil, saha-gu, busan South Korea
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩8,400, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 34% over the past year.
분석 기사 • Oct 10ASSEMS Inc. (KOSDAQ:136410) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedThe ASSEMS Inc. ( KOSDAQ:136410 ) share price has done very well over the last month, posting an excellent gain of 25...
공시 • Aug 07ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 2,000 million worth of its shares.ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares according to the contract with NH Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until February 6, 2025. As of August 6, 2024, the company had 360,004 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.
분석 기사 • Aug 06Returns At ASSEMS (KOSDAQ:136410) Appear To Be Weighed DownIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩8,290, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 30% over the past year.
분석 기사 • Feb 28We Think ASSEMS (KOSDAQ:136410) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Nov 08ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 2,000 million worth of its shares.ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares according to the contract with Korea Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until May 7, 2024. As of November 6, 2023, the company had 70,661 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩6,490, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 41% over the past year.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩8,760, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 32% over the past year.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩13,250, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩11,400, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in South Korea.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩16,200, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 14x in the Chemicals industry in South Korea.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 14x in the Chemicals industry in South Korea.
공시 • Jun 11ASSEMS Inc. (KOSDAQ:A136410) announces an Equity Buyback for KRW 1,000 million worth of its shares.ASSEMS Inc. (KOSDAQ:A136410) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares according to the contract with Korea Investment & Securities. The purpose of the program is stabilization of stock prices and enhancement of shareholder value. The program will run until December 8, 2022. As of June 10, 2022, the company had 0 treasury stock holdings within the available dividend range acquisition and 0 shares through other acquisitions.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩13,700, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 15x in the Chemicals industry in South Korea.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩16,700, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 16x in the Chemicals industry in South Korea.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩13,450, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 16x in the Chemicals industry in South Korea.
