View Future GrowthSILICON2 과거 순이익 실적과거 기준 점검 3/6SILICON2은 연평균 63.4%의 비율로 수입이 증가해 온 반면, Retail Distributors 산업은 수입이 17.6% 감소했습니다. 매출은 연평균 49.3%의 비율로 증가했습니다. SILICON2의 자기자본이익률은 36.9%이고 순이익률은 15.1%입니다.핵심 정보63.45%순이익 성장률62.45%주당순이익(EPS) 성장률Retail Distributors 산업 성장률8.90%매출 성장률49.33%자기자본이익률36.85%순이익률15.10%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트공시 • May 11SILICON2 Co., Ltd. to Report Q1, 2026 Results on May 12, 2026SILICON2 Co., Ltd. announced that they will report Q1, 2026 results at 12:00 PM, Korea Standard Time on May 12, 2026분석 기사 • Nov 20We Think You Should Be Aware Of Some Concerning Factors In SILICON2's (KOSDAQ:257720) EarningsSILICON2 Co., Ltd. ( KOSDAQ:257720 ) just released a solid earnings report, and the stock displayed some strength...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩955 (vs ₩493 in 3Q 2024)Third quarter 2025 results: EPS: ₩955 (up from ₩493 in 3Q 2024). Revenue: ₩299.4b (up 60% from 3Q 2024). Net income: ₩58.4b (up 96% from 3Q 2024). Profit margin: 20% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 175% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 09SILICON2 Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025SILICON2 Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025분석 기사 • Mar 29We Think That There Are Issues Underlying SILICON2's (KOSDAQ:257720) EarningsUnsurprisingly, SILICON2 Co., Ltd.'s ( KOSDAQ:257720 ) stock price was strong on the back of its healthy earnings...Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩551 (vs ₩142 in 2Q 2023)Second quarter 2024 results: EPS: ₩551 (up from ₩142 in 2Q 2023). Revenue: ₩181.4b (up 132% from 2Q 2023). Net income: ₩33.3b (up 289% from 2Q 2023). Profit margin: 18% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia.모든 업데이트 보기Recent updates공시 • May 11SILICON2 Co., Ltd. to Report Q1, 2026 Results on May 12, 2026SILICON2 Co., Ltd. announced that they will report Q1, 2026 results at 12:00 PM, Korea Standard Time on May 12, 2026Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩46,900, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,541% over the past three years.공시 • Mar 17SILICON2 Co., Ltd., Annual General Meeting, Mar 30, 2026SILICON2 Co., Ltd., Annual General Meeting, Mar 30, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 20, pangyo-ro 289beon-gil, bundang-gu, gyeonggi-do, seongnam South Korea공시 • Mar 13SILICON2 Co., Ltd. announces Annual dividend, payable on April 28, 2026SILICON2 Co., Ltd. announced Annual dividend of KRW 306.0000 per share payable on April 28, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩35,950, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 886% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩61,103 per share.공시 • Feb 24+ 1 more updateSILICON2 Co., Ltd. (KOSDAQ:A257720) announces an Equity Buyback for KRW 5,000 million worth of its shares.SILICON2 Co., Ltd. (KOSDAQ:A257720) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares pursuant to a contract with Samsung Securities Co. , LTD. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on February 23, 2027. As of February 23, 2026, the company had no shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩41,300, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,175% over the past three years.분석 기사 • Jan 26Optimistic Investors Push SILICON2 Co., Ltd. (KOSDAQ:257720) Shares Up 39% But Growth Is LackingSILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares have had a really impressive month, gaining 39% after a shaky period...Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩49,300, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,524% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩95,646 per share.분석 기사 • Dec 26If EPS Growth Is Important To You, SILICON2 (KOSDAQ:257720) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Dec 08Investors Shouldn't Overlook SILICON2's (KOSDAQ:257720) Impressive Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...분석 기사 • Nov 20We Think You Should Be Aware Of Some Concerning Factors In SILICON2's (KOSDAQ:257720) EarningsSILICON2 Co., Ltd. ( KOSDAQ:257720 ) just released a solid earnings report, and the stock displayed some strength...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩955 (vs ₩493 in 3Q 2024)Third quarter 2025 results: EPS: ₩955 (up from ₩493 in 3Q 2024). Revenue: ₩299.4b (up 60% from 3Q 2024). Net income: ₩58.4b (up 96% from 3Q 2024). Profit margin: 20% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 175% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Oct 23SILICON2 (KOSDAQ:257720) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Sep 17Why Investors Shouldn't Be Surprised By SILICON2 Co., Ltd.'s (KOSDAQ:257720) P/EWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") below 15x, you may consider...분석 기사 • Aug 26Why The 34% Return On Capital At SILICON2 (KOSDAQ:257720) Should Have Your AttentionFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Major Estimate Revision • Aug 13Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.09b to ₩1.07b. EPS estimate also fell from ₩2,791 per share to ₩2,482 per share. Net income forecast to grow 26% next year vs 16% growth forecast for Retail Distributors industry in South Korea. Consensus price target down from ₩59,500 to ₩56,500. Share price fell 16% to ₩43,650 over the past week.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩43,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,517% over the past three years.공시 • Aug 09SILICON2 Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025SILICON2 Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025New Risk • Jul 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (62% accrual ratio).Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩51,700, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,062% over the past three years.Price Target Changed • Jul 02Price target increased by 14% to ₩58,800Up from ₩51,600, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of ₩55,900. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₩2,791 for next year compared to ₩1,990 last year.분석 기사 • Jun 27These 4 Measures Indicate That SILICON2 (KOSDAQ:257720) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • Jun 12Now 23% undervaluedOver the last 90 days, the stock has risen 107% to ₩55,400. The fair value is estimated to be ₩72,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 62% over the last 3 years. Earnings per share has grown by 89%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩47,200, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,769% over the past three years.분석 기사 • May 23SILICON2 Co., Ltd.'s (KOSDAQ:257720) P/E Is Still On The Mark Following 26% Share Price BounceSILICON2 Co., Ltd. ( KOSDAQ:257720 ) shareholders would be excited to see that the share price has had a great month...Major Estimate Revision • May 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩929.0m to ₩1.07b. EPS estimate unchanged from ₩2,306 at last update. Retail Distributors industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩47,250 unchanged from last update. Share price rose 2.0% to ₩37,850 over the past week.Buy Or Sell Opportunity • May 08Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to ₩41,300. The fair value is estimated to be ₩32,358, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 91%. Revenue is forecast to grow by 92% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.분석 기사 • Apr 19Estimating The Fair Value Of SILICON2 Co., Ltd. (KOSDAQ:257720)Key Insights SILICON2's estimated fair value is ₩31,666 based on 2 Stage Free Cash Flow to Equity SILICON2's ₩33,850...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩32,100, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 976% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩31,568 per share.분석 기사 • Mar 29We Think That There Are Issues Underlying SILICON2's (KOSDAQ:257720) EarningsUnsurprisingly, SILICON2 Co., Ltd.'s ( KOSDAQ:257720 ) stock price was strong on the back of its healthy earnings...분석 기사 • Mar 28The Price Is Right For SILICON2 Co., Ltd. (KOSDAQ:257720) Even After Diving 25%SILICON2 Co., Ltd. ( KOSDAQ:257720 ) shareholders won't be pleased to see that the share price has had a very rough...공시 • Mar 21SILICON2 Co., Ltd. announced that it has received KRW 144.00002708 billion in fundingOn March 20, 2025, SILICON2 Co., Ltd closed the transaction.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩35,950, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,122% over the past three years.분석 기사 • Feb 10Here's Why We Think SILICON2 (KOSDAQ:257720) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Dec 29SILICON2 Co., Ltd.'s (KOSDAQ:257720) P/E Is Still On The Mark Following 25% Share Price BounceThose holding SILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares would be relieved that the share price has rebounded 25% in...Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩30,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Retail Distributors industry in Asia. Total returns to shareholders of 817% over the past three years.분석 기사 • Nov 14With A 32% Price Drop For SILICON2 Co., Ltd. (KOSDAQ:257720) You'll Still Get What You Pay ForThe SILICON2 Co., Ltd. ( KOSDAQ:257720 ) share price has fared very poorly over the last month, falling by a...New Risk • Nov 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (51% accrual ratio).Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to ₩27,950, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Retail Distributors industry in Asia. Total returns to shareholders of 747% over the past three years.분석 기사 • Oct 29SILICON2 (KOSDAQ:257720) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...분석 기사 • Oct 11Do SILICON2's (KOSDAQ:257720) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Sep 03Earnings Tell The Story For SILICON2 Co., Ltd. (KOSDAQ:257720)With a price-to-earnings (or "P/E") ratio of 31.7x SILICON2 Co., Ltd. ( KOSDAQ:257720 ) may be sending very bearish...Major Estimate Revision • Aug 21Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩708.7m to ₩756.8m. EPS estimate increased from ₩1,823 to ₩2,058 per share. Net income forecast to grow 94% next year vs 10% growth forecast for Retail Distributors industry in South Korea. Consensus price target of ₩63,667 unchanged from last update. Share price rose 9.8% to ₩44,350 over the past week.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩551 (vs ₩142 in 2Q 2023)Second quarter 2024 results: EPS: ₩551 (up from ₩142 in 2Q 2023). Revenue: ₩181.4b (up 132% from 2Q 2023). Net income: ₩33.3b (up 289% from 2Q 2023). Profit margin: 18% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia.분석 기사 • Jul 23These 4 Measures Indicate That SILICON2 (KOSDAQ:257720) Is Using Debt Reasonably WellHoward 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 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩47,400, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 623% over the past year.분석 기사 • Jul 05Here's Why SILICON2 (KOSDAQ:257720) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩43,250, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Retail Distributors industry in Asia. Total returns to shareholders of 452% over the past year.분석 기사 • Jun 17Investors Should Be Encouraged By SILICON2's (KOSDAQ:257720) Returns On CapitalIf 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 • Jun 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩50,300, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 697% over the past year.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩36,400, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 601% over the past year.분석 기사 • May 12SILICON2 Co., Ltd.'s (KOSDAQ:257720) 91% Jump Shows Its Popularity With InvestorsSILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares have continued their recent momentum with a 91% gain in the last month...Buy Or Sell Opportunity • May 10Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 227% to ₩26,250. The fair value is estimated to be ₩20,741, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 66%. Revenue is forecast to grow by 113% in 2 years. Earnings are forecast to grow by 95% in the next 2 years.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 36%After last week's 36% share price gain to ₩20,200, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 352% over the past year.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩13,760, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 378% over the past year.New Risk • Apr 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (61% accrual ratio).분석 기사 • Mar 28Earnings Tell The Story For SILICON2 Co., Ltd. (KOSDAQ:257720) As Its Stock Soars 27%SILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares have continued their recent momentum with a 27% gain in the last month...분석 기사 • Mar 27There May Be Underlying Issues With The Quality Of SILICON2's (KOSDAQ:257720) EarningsSILICON2 Co., Ltd.'s ( KOSDAQ:257720 ) stock was strong after they recently reported robust earnings. However, our...Reported Earnings • Mar 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₩631 (up from ₩186 in FY 2022). Revenue: ₩342.9b (up 108% from FY 2022). Net income: ₩38.0b (up 241% from FY 2022). Profit margin: 11% (up from 6.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia.분석 기사 • Mar 20We Think SILICON2 (KOSDAQ:257720) Can Stay On Top Of Its DebtHoward 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 • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,750, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 238% over the past year.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩10,400, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 228% over the past year.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩218 (vs ₩75.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩218 (up from ₩75.00 in 3Q 2022). Revenue: ₩101.0b (up 119% from 3Q 2022). Net income: ₩13.1b (up 197% from 3Q 2022). Profit margin: 13% (up from 9.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩8,880, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 287% over the past year.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩8,060, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 333% over the past year.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩9,080, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 317% over the past year.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩6,560, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 61% over the past year.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩7,830, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 84% over the past year.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,100, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 37x in the Retail Distributors industry in South Korea. Total returns to shareholders of 251% over the past year.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩5,980, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 131% over the past year.Reported Earnings • May 14First quarter 2023 earnings released: EPS: ₩105 (vs ₩33.00 in 1Q 2022)First quarter 2023 results: EPS: ₩105 (up from ₩33.00 in 1Q 2022). Revenue: ₩58.0b (up 64% from 1Q 2022). Net income: ₩6.33b (up 220% from 1Q 2022). Profit margin: 11% (up from 5.6% in 1Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩3,855, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 43% over the past year.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩3,555, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 18% over the past year.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩3,820, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Total returns to shareholders of 30% over the past year.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,460, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 25x in the Online Retail industry in South Korea. Total returns to shareholders of 11% over the past year.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩2,975, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Total loss to shareholders of 1.9% over the past year.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩3,220, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Negligible returns to shareholders over past year.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩2,655, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 18x in the Online Retail industry in South Korea. Total loss to shareholders of 21% over the past year.Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: ₩75.00 (vs ₩46.00 in 3Q 2021)Third quarter 2022 results: EPS: ₩75.00 (up from ₩46.00 in 3Q 2021). Revenue: ₩46.1b (up 44% from 3Q 2021). Net income: ₩4.42b (up 77% from 3Q 2021). Profit margin: 9.6% (up from 7.8% in 3Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 32% share price gain to ₩2,455, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 19x in the Online Retail industry in South Korea. Total loss to shareholders of 31% over the past year.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to ₩3,155, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 9x in the Online Retail industry in South Korea.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩5,290, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 7x in the Online Retail industry in South Korea.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩12,700, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 9x in the Online Retail industry in South Korea.Buying Opportunity • Jun 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ₩19,187, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has declined by 29%.매출 및 비용 세부 내역SILICON2가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSDAQ:A257720 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Dec 251,116,287168,585130,310030 Sep 25983,899164,789115,620030 Jun 25871,198136,238106,802031 Mar 25787,272133,98895,496031 Dec 24691,522120,73887,609030 Sep 24623,63998,71882,310030 Jun 24537,91682,00379,034031 Mar 24434,77657,22271,662031 Dec 23342,86138,01362,596030 Sep 23283,78930,12251,314030 Jun 23228,94421,40543,040031 Mar 23187,99315,50537,871031 Dec 22165,27211,15635,132030 Sep 22152,4929,57933,716030 Jun 22138,3167,65432,280031 Mar 22135,6797,50630,151031 Dec 21131,0028,25427,717030 Sep 21125,4187,37424,340030 Jun 21121,3266,77022,985031 Mar 21108,3536,34621,147031 Dec 2099,3985,71619,981031 Dec 1964,8934,57714,2540양질의 수익: A257720의 비현금 수익 수준이 높습니다.이익 마진 증가: A257720의 현재 순 이익률 (15.1%)은 지난해 (17.5%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A257720의 수익은 지난 5년 동안 연평균 63.4%로 크게 증가했습니다.성장 가속화: 지난 1년간 A257720 의 수익 증가율(39.6%)은 5년 평균(연간 63.4%)보다 낮습니다.수익 대 산업: A257720의 지난 1년 수익 증가율(39.6%)은 Retail Distributors 업계의 6%를 상회했습니다.자기자본이익률높은 ROE: A257720의 자본 수익률(36.9%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YRetail 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 14:56종가2026/05/22 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 소스SILICON2 Co., Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonghyun ParkDAOL Investment & Securities Co., Ltd.Minyoung SonKB Securities Co., Ltd.Myoungjoo KimKorea Investment & Securities Co., Ltd.10명의 분석가 더 보기
공시 • May 11SILICON2 Co., Ltd. to Report Q1, 2026 Results on May 12, 2026SILICON2 Co., Ltd. announced that they will report Q1, 2026 results at 12:00 PM, Korea Standard Time on May 12, 2026
분석 기사 • Nov 20We Think You Should Be Aware Of Some Concerning Factors In SILICON2's (KOSDAQ:257720) EarningsSILICON2 Co., Ltd. ( KOSDAQ:257720 ) just released a solid earnings report, and the stock displayed some strength...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩955 (vs ₩493 in 3Q 2024)Third quarter 2025 results: EPS: ₩955 (up from ₩493 in 3Q 2024). Revenue: ₩299.4b (up 60% from 3Q 2024). Net income: ₩58.4b (up 96% from 3Q 2024). Profit margin: 20% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 175% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 09SILICON2 Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025SILICON2 Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025
분석 기사 • Mar 29We Think That There Are Issues Underlying SILICON2's (KOSDAQ:257720) EarningsUnsurprisingly, SILICON2 Co., Ltd.'s ( KOSDAQ:257720 ) stock price was strong on the back of its healthy earnings...
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩551 (vs ₩142 in 2Q 2023)Second quarter 2024 results: EPS: ₩551 (up from ₩142 in 2Q 2023). Revenue: ₩181.4b (up 132% from 2Q 2023). Net income: ₩33.3b (up 289% from 2Q 2023). Profit margin: 18% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia.
공시 • May 11SILICON2 Co., Ltd. to Report Q1, 2026 Results on May 12, 2026SILICON2 Co., Ltd. announced that they will report Q1, 2026 results at 12:00 PM, Korea Standard Time on May 12, 2026
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩46,900, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,541% over the past three years.
공시 • Mar 17SILICON2 Co., Ltd., Annual General Meeting, Mar 30, 2026SILICON2 Co., Ltd., Annual General Meeting, Mar 30, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 20, pangyo-ro 289beon-gil, bundang-gu, gyeonggi-do, seongnam South Korea
공시 • Mar 13SILICON2 Co., Ltd. announces Annual dividend, payable on April 28, 2026SILICON2 Co., Ltd. announced Annual dividend of KRW 306.0000 per share payable on April 28, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩35,950, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 886% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩61,103 per share.
공시 • Feb 24+ 1 more updateSILICON2 Co., Ltd. (KOSDAQ:A257720) announces an Equity Buyback for KRW 5,000 million worth of its shares.SILICON2 Co., Ltd. (KOSDAQ:A257720) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares pursuant to a contract with Samsung Securities Co. , LTD. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on February 23, 2027. As of February 23, 2026, the company had no shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩41,300, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,175% over the past three years.
분석 기사 • Jan 26Optimistic Investors Push SILICON2 Co., Ltd. (KOSDAQ:257720) Shares Up 39% But Growth Is LackingSILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares have had a really impressive month, gaining 39% after a shaky period...
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩49,300, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,524% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩95,646 per share.
분석 기사 • Dec 26If EPS Growth Is Important To You, SILICON2 (KOSDAQ:257720) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 08Investors Shouldn't Overlook SILICON2's (KOSDAQ:257720) Impressive Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
분석 기사 • Nov 20We Think You Should Be Aware Of Some Concerning Factors In SILICON2's (KOSDAQ:257720) EarningsSILICON2 Co., Ltd. ( KOSDAQ:257720 ) just released a solid earnings report, and the stock displayed some strength...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩955 (vs ₩493 in 3Q 2024)Third quarter 2025 results: EPS: ₩955 (up from ₩493 in 3Q 2024). Revenue: ₩299.4b (up 60% from 3Q 2024). Net income: ₩58.4b (up 96% from 3Q 2024). Profit margin: 20% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 175% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Oct 23SILICON2 (KOSDAQ:257720) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Sep 17Why Investors Shouldn't Be Surprised By SILICON2 Co., Ltd.'s (KOSDAQ:257720) P/EWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") below 15x, you may consider...
분석 기사 • Aug 26Why The 34% Return On Capital At SILICON2 (KOSDAQ:257720) Should Have Your AttentionFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Major Estimate Revision • Aug 13Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.09b to ₩1.07b. EPS estimate also fell from ₩2,791 per share to ₩2,482 per share. Net income forecast to grow 26% next year vs 16% growth forecast for Retail Distributors industry in South Korea. Consensus price target down from ₩59,500 to ₩56,500. Share price fell 16% to ₩43,650 over the past week.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩43,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,517% over the past three years.
공시 • Aug 09SILICON2 Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025SILICON2 Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025
New Risk • Jul 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (62% accrual ratio).
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩51,700, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,062% over the past three years.
Price Target Changed • Jul 02Price target increased by 14% to ₩58,800Up from ₩51,600, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of ₩55,900. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₩2,791 for next year compared to ₩1,990 last year.
분석 기사 • Jun 27These 4 Measures Indicate That SILICON2 (KOSDAQ:257720) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • Jun 12Now 23% undervaluedOver the last 90 days, the stock has risen 107% to ₩55,400. The fair value is estimated to be ₩72,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 62% over the last 3 years. Earnings per share has grown by 89%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩47,200, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,769% over the past three years.
분석 기사 • May 23SILICON2 Co., Ltd.'s (KOSDAQ:257720) P/E Is Still On The Mark Following 26% Share Price BounceSILICON2 Co., Ltd. ( KOSDAQ:257720 ) shareholders would be excited to see that the share price has had a great month...
Major Estimate Revision • May 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩929.0m to ₩1.07b. EPS estimate unchanged from ₩2,306 at last update. Retail Distributors industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩47,250 unchanged from last update. Share price rose 2.0% to ₩37,850 over the past week.
Buy Or Sell Opportunity • May 08Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to ₩41,300. The fair value is estimated to be ₩32,358, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 91%. Revenue is forecast to grow by 92% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
분석 기사 • Apr 19Estimating The Fair Value Of SILICON2 Co., Ltd. (KOSDAQ:257720)Key Insights SILICON2's estimated fair value is ₩31,666 based on 2 Stage Free Cash Flow to Equity SILICON2's ₩33,850...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩32,100, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 976% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩31,568 per share.
분석 기사 • Mar 29We Think That There Are Issues Underlying SILICON2's (KOSDAQ:257720) EarningsUnsurprisingly, SILICON2 Co., Ltd.'s ( KOSDAQ:257720 ) stock price was strong on the back of its healthy earnings...
분석 기사 • Mar 28The Price Is Right For SILICON2 Co., Ltd. (KOSDAQ:257720) Even After Diving 25%SILICON2 Co., Ltd. ( KOSDAQ:257720 ) shareholders won't be pleased to see that the share price has had a very rough...
공시 • Mar 21SILICON2 Co., Ltd. announced that it has received KRW 144.00002708 billion in fundingOn March 20, 2025, SILICON2 Co., Ltd closed the transaction.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩35,950, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,122% over the past three years.
분석 기사 • Feb 10Here's Why We Think SILICON2 (KOSDAQ:257720) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 29SILICON2 Co., Ltd.'s (KOSDAQ:257720) P/E Is Still On The Mark Following 25% Share Price BounceThose holding SILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares would be relieved that the share price has rebounded 25% in...
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩30,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Retail Distributors industry in Asia. Total returns to shareholders of 817% over the past three years.
분석 기사 • Nov 14With A 32% Price Drop For SILICON2 Co., Ltd. (KOSDAQ:257720) You'll Still Get What You Pay ForThe SILICON2 Co., Ltd. ( KOSDAQ:257720 ) share price has fared very poorly over the last month, falling by a...
New Risk • Nov 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (51% accrual ratio).
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to ₩27,950, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Retail Distributors industry in Asia. Total returns to shareholders of 747% over the past three years.
분석 기사 • Oct 29SILICON2 (KOSDAQ:257720) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 • Oct 11Do SILICON2's (KOSDAQ:257720) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Sep 03Earnings Tell The Story For SILICON2 Co., Ltd. (KOSDAQ:257720)With a price-to-earnings (or "P/E") ratio of 31.7x SILICON2 Co., Ltd. ( KOSDAQ:257720 ) may be sending very bearish...
Major Estimate Revision • Aug 21Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩708.7m to ₩756.8m. EPS estimate increased from ₩1,823 to ₩2,058 per share. Net income forecast to grow 94% next year vs 10% growth forecast for Retail Distributors industry in South Korea. Consensus price target of ₩63,667 unchanged from last update. Share price rose 9.8% to ₩44,350 over the past week.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩551 (vs ₩142 in 2Q 2023)Second quarter 2024 results: EPS: ₩551 (up from ₩142 in 2Q 2023). Revenue: ₩181.4b (up 132% from 2Q 2023). Net income: ₩33.3b (up 289% from 2Q 2023). Profit margin: 18% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia.
분석 기사 • Jul 23These 4 Measures Indicate That SILICON2 (KOSDAQ:257720) Is Using Debt Reasonably WellHoward 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 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩47,400, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 623% over the past year.
분석 기사 • Jul 05Here's Why SILICON2 (KOSDAQ:257720) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩43,250, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Retail Distributors industry in Asia. Total returns to shareholders of 452% over the past year.
분석 기사 • Jun 17Investors Should Be Encouraged By SILICON2's (KOSDAQ:257720) Returns On CapitalIf 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 • Jun 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩50,300, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 697% over the past year.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩36,400, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 601% over the past year.
분석 기사 • May 12SILICON2 Co., Ltd.'s (KOSDAQ:257720) 91% Jump Shows Its Popularity With InvestorsSILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares have continued their recent momentum with a 91% gain in the last month...
Buy Or Sell Opportunity • May 10Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 227% to ₩26,250. The fair value is estimated to be ₩20,741, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 66%. Revenue is forecast to grow by 113% in 2 years. Earnings are forecast to grow by 95% in the next 2 years.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 36%After last week's 36% share price gain to ₩20,200, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 352% over the past year.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩13,760, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 378% over the past year.
New Risk • Apr 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (61% accrual ratio).
분석 기사 • Mar 28Earnings Tell The Story For SILICON2 Co., Ltd. (KOSDAQ:257720) As Its Stock Soars 27%SILICON2 Co., Ltd. ( KOSDAQ:257720 ) shares have continued their recent momentum with a 27% gain in the last month...
분석 기사 • Mar 27There May Be Underlying Issues With The Quality Of SILICON2's (KOSDAQ:257720) EarningsSILICON2 Co., Ltd.'s ( KOSDAQ:257720 ) stock was strong after they recently reported robust earnings. However, our...
Reported Earnings • Mar 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₩631 (up from ₩186 in FY 2022). Revenue: ₩342.9b (up 108% from FY 2022). Net income: ₩38.0b (up 241% from FY 2022). Profit margin: 11% (up from 6.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia.
분석 기사 • Mar 20We Think SILICON2 (KOSDAQ:257720) Can Stay On Top Of Its DebtHoward 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 • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,750, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 238% over the past year.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩10,400, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 228% over the past year.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩218 (vs ₩75.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩218 (up from ₩75.00 in 3Q 2022). Revenue: ₩101.0b (up 119% from 3Q 2022). Net income: ₩13.1b (up 197% from 3Q 2022). Profit margin: 13% (up from 9.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩8,880, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 287% over the past year.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩8,060, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 333% over the past year.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩9,080, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 317% over the past year.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩6,560, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 61% over the past year.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩7,830, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 84% over the past year.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,100, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 37x in the Retail Distributors industry in South Korea. Total returns to shareholders of 251% over the past year.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩5,980, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 131% over the past year.
Reported Earnings • May 14First quarter 2023 earnings released: EPS: ₩105 (vs ₩33.00 in 1Q 2022)First quarter 2023 results: EPS: ₩105 (up from ₩33.00 in 1Q 2022). Revenue: ₩58.0b (up 64% from 1Q 2022). Net income: ₩6.33b (up 220% from 1Q 2022). Profit margin: 11% (up from 5.6% in 1Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩3,855, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 43% over the past year.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩3,555, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 18% over the past year.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩3,820, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Total returns to shareholders of 30% over the past year.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,460, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 25x in the Online Retail industry in South Korea. Total returns to shareholders of 11% over the past year.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩2,975, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Total loss to shareholders of 1.9% over the past year.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩3,220, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Negligible returns to shareholders over past year.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩2,655, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 18x in the Online Retail industry in South Korea. Total loss to shareholders of 21% over the past year.
Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: ₩75.00 (vs ₩46.00 in 3Q 2021)Third quarter 2022 results: EPS: ₩75.00 (up from ₩46.00 in 3Q 2021). Revenue: ₩46.1b (up 44% from 3Q 2021). Net income: ₩4.42b (up 77% from 3Q 2021). Profit margin: 9.6% (up from 7.8% in 3Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 32% share price gain to ₩2,455, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 19x in the Online Retail industry in South Korea. Total loss to shareholders of 31% over the past year.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to ₩3,155, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 9x in the Online Retail industry in South Korea.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩5,290, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 7x in the Online Retail industry in South Korea.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩12,700, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 9x in the Online Retail industry in South Korea.
Buying Opportunity • Jun 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ₩19,187, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has declined by 29%.