View Future GrowthTailim Packaging 과거 순이익 실적과거 기준 점검 0/6Tailim Packaging 의 수입은 연평균 -57.4%의 비율로 감소해 온 반면, Packaging 산업은 연평균 7.7%의 비율로 증가했습니다. 매출은 연평균 2.9%의 비율로 증가해 왔습니다.핵심 정보-57.35%순이익 성장률-57.35%주당순이익(EPS) 성장률Packaging 산업 성장률3.21%매출 성장률2.85%자기자본이익률-2.84%순이익률-1.24%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩117 loss per share (vs ₩36.00 profit in 3Q 2023)Third quarter 2024 results: ₩117 loss per share (down from ₩36.00 profit in 3Q 2023). Revenue: ₩179.5b (flat on 3Q 2023). Net loss: ₩8.08b (down 429% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: ₩73.00 (vs ₩253 in FY 2022)Full year 2023 results: EPS: ₩73.00 (down from ₩253 in FY 2022). Revenue: ₩719.6b (down 8.2% from FY 2022). Net income: ₩5.04b (down 71% from FY 2022). Profit margin: 0.7% (down from 2.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₩253 (vs ₩247 in FY 2021)Full year 2022 results: EPS: ₩253 (up from ₩247 in FY 2021). Revenue: ₩784.0b (up 10.0% from FY 2021). Net income: ₩17.4b (up 2.6% from FY 2021). Profit margin: 2.2% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesNew Risk • Apr 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩60b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩60b free cash flow). Earnings have declined by 57% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩143.9b market cap, or US$95.2m).공시 • Mar 12Tailim Packaging Co., Ltd., Annual General Meeting, Mar 27, 2026Tailim Packaging Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 74, gongdan 1-daero 379beonan-gil, gyeonggi-do, siheung South Korea분석 기사 • Feb 10Is Tailim Packaging (KRX:011280) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Dec 09There's Reason For Concern Over Tailim Packaging Co., Ltd.'s (KRX:011280) PriceWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Packaging industry in Korea, you could be...New Risk • Aug 01New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩138.4b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.6% operating cash flow to total debt). Earnings have declined by 41% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩138.4b market cap, or US$98.7m).공시 • Mar 01Tailim Packaging Co., Ltd., Annual General Meeting, Mar 28, 2025Tailim Packaging Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 74, gongdan 1-daero 379beonan-gil, gyeonggi-do, siheung South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩117 loss per share (vs ₩36.00 profit in 3Q 2023)Third quarter 2024 results: ₩117 loss per share (down from ₩36.00 profit in 3Q 2023). Revenue: ₩179.5b (flat on 3Q 2023). Net loss: ₩8.08b (down 429% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.New Risk • Oct 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩137.7b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 16% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩137.7b market cap, or US$99.0m).분석 기사 • Aug 12These 4 Measures Indicate That Tailim Packaging (KRX:011280) Is Using Debt In A Risky WayDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • May 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 9x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 13% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.05% net profit margin).New Risk • Mar 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: 0.7% Last year net profit margin: 2.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.7% per year over the past 5 years. Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (dividend per share is over 14x cash flows per share). Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (0.7% net profit margin).Reported Earnings • Mar 19Full year 2023 earnings released: EPS: ₩73.00 (vs ₩253 in FY 2022)Full year 2023 results: EPS: ₩73.00 (down from ₩253 in FY 2022). Revenue: ₩719.6b (down 8.2% from FY 2022). Net income: ₩5.04b (down 71% from FY 2022). Profit margin: 0.7% (down from 2.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.분석 기사 • Mar 07Tailim Packaging Co., Ltd.'s (KRX:011280) 28% Share Price Surge Not Quite Adding UpDespite an already strong run, Tailim Packaging Co., Ltd. ( KRX:011280 ) shares have been powering on, with a gain of...분석 기사 • Mar 04We Think Tailim Packaging (KRX:011280) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩3,340, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 14x in the Packaging industry in South Korea. Total loss to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₩3,210, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 41% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.6%).New Risk • Nov 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings have declined by 7.1% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₩253 (vs ₩247 in FY 2021)Full year 2022 results: EPS: ₩253 (up from ₩247 in FY 2021). Revenue: ₩784.0b (up 10.0% from FY 2021). Net income: ₩17.4b (up 2.6% from FY 2021). Profit margin: 2.2% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.5%).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 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: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩3,080, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 11x in the Packaging industry in South Korea. Total loss to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩2,450, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 11x in the Packaging industry in South Korea. Total loss to shareholders of 53% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 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: Lack of independent directors. Insufficient board refreshment.공시 • Mar 06Tailim Packaging Co., Ltd., Annual General Meeting, Mar 26, 2021Tailim Packaging Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 24New 90-day low: ₩5,150The company is down 10.0% from its price of ₩5,750 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 32% over the same period.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 18% share price gain to ₩5,890, the stock is trading at a trailing P/E ratio of 41.8x, up from the previous P/E ratio of 35.4x. This compares to an average P/E of 14x in the Packaging industry in South Korea. Total returns to shareholders over the past three years are 197%.Is New 90 Day High Low • Nov 16New 90-day high: ₩5,430The company is up 63% from its price of ₩3,325 on 18 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Oct 19Market bids up stock over the past weekAfter last week's 18% share price gain to ₩5,170, the stock is trading at a trailing P/E ratio of 36.7x, up from the previous P/E ratio of 31x. This compares to an average P/E of 14x in the Packaging industry in South Korea. Total returns to shareholders over the past three years are 189%.Is New 90 Day High Low • Oct 15New 90-day high: ₩4,915The company is up 41% from its price of ₩3,490 on 17 July 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 15% over the same period.Upcoming Dividend • Sep 21Upcoming Dividend of ₩290 Per ShareWill be paid on the 25th of October to those who are registered shareholders by the 28th of September. The trailing yield of 6.3% is in the top quartile of South Korean dividend payers (2.8%), and it is higher than industry peers (2.6%).공시 • Sep 21Tailim Packaging Co., Ltd.(KOSE:A011280) dropped from S&P Global BMI IndexTailim Packaging Co., Ltd.(KOSE:A011280) dropped from S&P Global BMI IndexIs New 90 Day High Low • Sep 19New 90-day high: ₩4,870The company is up 37% from its price of ₩3,545 on 19 June 2020. The South Korean market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 13% over the same period.공시 • Aug 28Tailim Paper Co., Ltd acquired 58.85% stake in Tailim Packaging Co., Ltd. (KOSE:A011280) from Sae-A Investment Co., Ltd for approximately KRW 180 billion.Tailim Paper Co., Ltd entered into an agreement to acquire 58.85% stake in Tailim Packaging Co., Ltd. (KOSE:A011280) from Sae-A Investment Co., Ltd. for approximately KRW 180 billion on January 28, 2020. Under the terms, Tailim Paper Co., Ltd acquired 48.7 million shares in Tailim Packaging Co., Ltd. Tailim Paper Co., Ltd completed the acquisition of additional 58.85% stake in Tailim Packaging Co., Ltd. (KOSE:A011280) from Sae-A Investment Co., Ltd. on January 31, 2020.매출 및 비용 세부 내역Tailim Packaging가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSE:A011280 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Dec 25753,896-9,34484,420030 Sep 25761,563-14,74986,085030 Jun 25743,317-23,88986,087031 Mar 25731,072-24,60186,585031 Dec 24715,375-22,14185,507030 Sep 24703,961-14,17284,350030 Jun 24702,289-3,63882,935031 Mar 24707,51435880,587031 Dec 23719,5985,04379,067030 Sep 23730,85112,33878,864030 Jun 23752,66514,31778,897031 Mar 23770,11916,18279,315031 Dec 22784,02217,43979,944030 Sep 22792,90313,09179,028030 Jun 22772,26612,82876,429031 Mar 22743,73912,12374,526031 Dec 21712,86716,99772,541030 Sep 21667,96520,70470,214030 Jun 21629,86017,38169,038031 Mar 21588,46310,59067,334031 Dec 20562,0122,98865,870030 Sep 20550,285-2,55767,335030 Jun 20553,2879,69265,763031 Mar 20571,07816,63865,431031 Dec 19572,94618,59264,437030 Sep 19581,87724,74561,870030 Jun 19588,13317,09661,282031 Mar 19595,13122,25460,497031 Dec 18608,65421,99860,081030 Sep 18608,05018,17257,003030 Jun 18608,64312,02157,271031 Mar 18589,1872,05956,929031 Dec 17565,689656,448030 Sep 17517,106-67,88451,631030 Jun 17463,195-58,99945,980031 Mar 17419,760-50,81940,539031 Dec 16377,903-56,06835,571030 Sep 16369,514-12,58036,997030 Jun 16368,805-4,81139,033031 Mar 16359,684-13,15839,963031 Dec 15350,351-8,13140,096030 Sep 15340,89721,38736,8840양질의 수익: A011280 은(는) 현재 수익성이 없습니다.이익 마진 증가: A011280는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A011280은 수익성이 없으며 지난 5년 동안 손실이 연평균 57.4% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 A011280의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: A011280은 수익성이 없어 지난 해 수익 성장률을 Packaging 업계(-15.4%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: A011280는 현재 수익성이 없으므로 자본 수익률이 음수(-2.84%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 20:15종가2026/05/21 00:00수익2025/12/31연간 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Tailim Packaging Co., Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩117 loss per share (vs ₩36.00 profit in 3Q 2023)Third quarter 2024 results: ₩117 loss per share (down from ₩36.00 profit in 3Q 2023). Revenue: ₩179.5b (flat on 3Q 2023). Net loss: ₩8.08b (down 429% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: ₩73.00 (vs ₩253 in FY 2022)Full year 2023 results: EPS: ₩73.00 (down from ₩253 in FY 2022). Revenue: ₩719.6b (down 8.2% from FY 2022). Net income: ₩5.04b (down 71% from FY 2022). Profit margin: 0.7% (down from 2.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₩253 (vs ₩247 in FY 2021)Full year 2022 results: EPS: ₩253 (up from ₩247 in FY 2021). Revenue: ₩784.0b (up 10.0% from FY 2021). Net income: ₩17.4b (up 2.6% from FY 2021). Profit margin: 2.2% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩60b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩60b free cash flow). Earnings have declined by 57% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩143.9b market cap, or US$95.2m).
공시 • Mar 12Tailim Packaging Co., Ltd., Annual General Meeting, Mar 27, 2026Tailim Packaging Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 74, gongdan 1-daero 379beonan-gil, gyeonggi-do, siheung South Korea
분석 기사 • Feb 10Is Tailim Packaging (KRX:011280) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Dec 09There's Reason For Concern Over Tailim Packaging Co., Ltd.'s (KRX:011280) PriceWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Packaging industry in Korea, you could be...
New Risk • Aug 01New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩138.4b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.6% operating cash flow to total debt). Earnings have declined by 41% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩138.4b market cap, or US$98.7m).
공시 • Mar 01Tailim Packaging Co., Ltd., Annual General Meeting, Mar 28, 2025Tailim Packaging Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 74, gongdan 1-daero 379beonan-gil, gyeonggi-do, siheung South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩117 loss per share (vs ₩36.00 profit in 3Q 2023)Third quarter 2024 results: ₩117 loss per share (down from ₩36.00 profit in 3Q 2023). Revenue: ₩179.5b (flat on 3Q 2023). Net loss: ₩8.08b (down 429% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
New Risk • Oct 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩137.7b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 16% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩137.7b market cap, or US$99.0m).
분석 기사 • Aug 12These 4 Measures Indicate That Tailim Packaging (KRX:011280) Is Using Debt In A Risky WayDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • May 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 9x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 13% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (0.05% net profit margin).
New Risk • Mar 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: 0.7% Last year net profit margin: 2.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.7% per year over the past 5 years. Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (dividend per share is over 14x cash flows per share). Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (0.7% net profit margin).
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: ₩73.00 (vs ₩253 in FY 2022)Full year 2023 results: EPS: ₩73.00 (down from ₩253 in FY 2022). Revenue: ₩719.6b (down 8.2% from FY 2022). Net income: ₩5.04b (down 71% from FY 2022). Profit margin: 0.7% (down from 2.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
분석 기사 • Mar 07Tailim Packaging Co., Ltd.'s (KRX:011280) 28% Share Price Surge Not Quite Adding UpDespite an already strong run, Tailim Packaging Co., Ltd. ( KRX:011280 ) shares have been powering on, with a gain of...
분석 기사 • Mar 04We Think Tailim Packaging (KRX:011280) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩3,340, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 14x in the Packaging industry in South Korea. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₩3,210, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 13x in the Packaging industry in South Korea. Total loss to shareholders of 41% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.6%).
New Risk • Nov 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings have declined by 7.1% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₩253 (vs ₩247 in FY 2021)Full year 2022 results: EPS: ₩253 (up from ₩247 in FY 2021). Revenue: ₩784.0b (up 10.0% from FY 2021). Net income: ₩17.4b (up 2.6% from FY 2021). Profit margin: 2.2% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.5%).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 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: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩3,080, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 11x in the Packaging industry in South Korea. Total loss to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩2,450, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 11x in the Packaging industry in South Korea. Total loss to shareholders of 53% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 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: Lack of independent directors. Insufficient board refreshment.
공시 • Mar 06Tailim Packaging Co., Ltd., Annual General Meeting, Mar 26, 2021Tailim Packaging Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 24New 90-day low: ₩5,150The company is down 10.0% from its price of ₩5,750 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 32% over the same period.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 18% share price gain to ₩5,890, the stock is trading at a trailing P/E ratio of 41.8x, up from the previous P/E ratio of 35.4x. This compares to an average P/E of 14x in the Packaging industry in South Korea. Total returns to shareholders over the past three years are 197%.
Is New 90 Day High Low • Nov 16New 90-day high: ₩5,430The company is up 63% from its price of ₩3,325 on 18 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Oct 19Market bids up stock over the past weekAfter last week's 18% share price gain to ₩5,170, the stock is trading at a trailing P/E ratio of 36.7x, up from the previous P/E ratio of 31x. This compares to an average P/E of 14x in the Packaging industry in South Korea. Total returns to shareholders over the past three years are 189%.
Is New 90 Day High Low • Oct 15New 90-day high: ₩4,915The company is up 41% from its price of ₩3,490 on 17 July 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 15% over the same period.
Upcoming Dividend • Sep 21Upcoming Dividend of ₩290 Per ShareWill be paid on the 25th of October to those who are registered shareholders by the 28th of September. The trailing yield of 6.3% is in the top quartile of South Korean dividend payers (2.8%), and it is higher than industry peers (2.6%).
공시 • Sep 21Tailim Packaging Co., Ltd.(KOSE:A011280) dropped from S&P Global BMI IndexTailim Packaging Co., Ltd.(KOSE:A011280) dropped from S&P Global BMI Index
Is New 90 Day High Low • Sep 19New 90-day high: ₩4,870The company is up 37% from its price of ₩3,545 on 19 June 2020. The South Korean market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 13% over the same period.
공시 • Aug 28Tailim Paper Co., Ltd acquired 58.85% stake in Tailim Packaging Co., Ltd. (KOSE:A011280) from Sae-A Investment Co., Ltd for approximately KRW 180 billion.Tailim Paper Co., Ltd entered into an agreement to acquire 58.85% stake in Tailim Packaging Co., Ltd. (KOSE:A011280) from Sae-A Investment Co., Ltd. for approximately KRW 180 billion on January 28, 2020. Under the terms, Tailim Paper Co., Ltd acquired 48.7 million shares in Tailim Packaging Co., Ltd. Tailim Paper Co., Ltd completed the acquisition of additional 58.85% stake in Tailim Packaging Co., Ltd. (KOSE:A011280) from Sae-A Investment Co., Ltd. on January 31, 2020.