공시 • Feb 10
SAMWONSTEEL Co.,Ltd., Annual General Meeting, Mar 24, 2026 SAMWONSTEEL Co.,Ltd., Annual General Meeting, Mar 24, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 40, cheolgangsandan-ro 66beon-gil, daesong-myeon, nam-gu, gyeongsangbuk-do, pohang South Korea Upcoming Dividend • Dec 22
Upcoming dividend of ₩110 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 23 April 2026. Trailing yield: 4.4%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (2.4%). Reported Earnings • Nov 20
Third quarter 2025 earnings released Third quarter 2025 results: Revenue: ₩93.2b (up 9.5% from 3Q 2024). Net income: ₩3.81b (up 16% from 3Q 2024). Profit margin: 4.1% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. New Risk • Aug 20
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 4.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (₩100.4b market cap, or US$71.8m). 공시 • Jan 31
SAMWONSTEEL Co.,Ltd., Annual General Meeting, Mar 24, 2025 SAMWONSTEEL Co.,Ltd., Annual General Meeting, Mar 24, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 40, cheolgangsandan-ro 66beon-gil, daesong-myeon, nam-gu, gyeongsangbuk-do, pohang South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩110 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 18 April 2025. Trailing yield: 4.6%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.9%). Upcoming Dividend • Dec 20
Upcoming dividend of ₩105 per share at 3.5% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Trailing yield: 3.5%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.7%). New Risk • Aug 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩128.4b (US$98.2m) 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 Risk Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩128.4b market cap, or US$98.2m). Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩3,515, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 9x in the Metals and Mining industry in South Korea. Total returns to shareholders of 90% over the past three years. Upcoming Dividend • Dec 21
Upcoming dividend of ₩105 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 16 March 2023. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (4.4%). Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩2,290, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 5x in the Metals and Mining industry in South Korea. Total loss to shareholders of 16% over the past three years. Reported Earnings • Feb 25
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: ₩222 (up from ₩204 in FY 2020). Revenue: ₩300.0b (up 22% from FY 2020). Net income: ₩8.80b (up 8.4% from FY 2020). Profit margin: 2.9% (down from 3.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Dec 22
Inaugural dividend of ₩105 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 17 March 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in March 2018. The average dividend yield among industry peers is 2.3%. Reported Earnings • Nov 19
Third quarter 2021 earnings released: EPS ₩54.00 (vs ₩61.00 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₩72.2b (up 9.8% from 3Q 2020). Net income: ₩2.13b (down 13% from 3Q 2020). Profit margin: 3.0% (down from 3.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Reported Earnings • Feb 21
Full year 2020 earnings released: EPS ₩204 (vs ₩261 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩246.0b (down 8.7% from FY 2019). Net income: ₩8.12b (down 22% from FY 2019). Profit margin: 3.3% (down from 3.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. 공시 • Feb 02
Samwonsteel Co., Ltd., Annual General Meeting, Mar 19, 2021 Samwonsteel Co., Ltd., Annual General Meeting, Mar 19, 2021, at 11:00 Korea Standard Time. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improved over the past week After last week's 24% share price gain to ₩3,610, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 19x in the Metals and Mining industry in South Korea. Total returns to shareholders over the past three years are 26%. Is New 90 Day High Low • Jan 14
New 90-day high: ₩2,775 The company is up 12% from its price of ₩2,470 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 29% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of ₩115 Per Share Will be paid on the 12th of March to those who are registered shareholders by the 29th of December. The company last paid an ordinary dividend in March 2018. The average dividend yield among industry peers is 3.1%. Is New 90 Day High Low • Dec 15
New 90-day high: ₩2,610 The company is up 13% from its price of ₩2,305 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 26% over the same period. Is New 90 Day High Low • Nov 20
New 90-day high: ₩2,515 The company is up 22% from its price of ₩2,065 on 21 August 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 11% over the same period. Is New 90 Day High Low • Oct 08
New 90-day high: ₩2,470 The company is up 23% from its price of ₩2,005 on 10 July 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period.