Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩2,675, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 39% over the past three years. 공시 • Feb 21
Sungwoo Techron. Co,.Ltd, Annual General Meeting, Mar 23, 2026 Sungwoo Techron. Co,.Ltd, Annual General Meeting, Mar 23, 2026, at 11:00 Tokyo Standard Time. Location: conference room, 55, changwon-daero 1144beon-gil, seongsan-gu, gyeongsangnam-do, changwon South Korea 공시 • Dec 17
Sungwoo Techron. Co,.Ltd announces Annual dividend Sungwoo Techron. Co,.Ltd announced Annual dividend of KRW 20.0000 per share, ex-date on December 29, 2025 and record date on December 31, 2025. Reported Earnings • Nov 16
Third quarter 2025 earnings released: EPS: ₩159 (vs ₩41.00 in 3Q 2024) Third quarter 2025 results: EPS: ₩159 (up from ₩41.00 in 3Q 2024). Revenue: ₩9.55b (down 4.7% from 3Q 2024). Net income: ₩1.59b (up 288% from 3Q 2024). Profit margin: 17% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Buy Or Sell Opportunity • May 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to ₩2,750. The fair value is estimated to be ₩3,484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Apr 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to ₩2,745. The fair value is estimated to be ₩3,496, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company has become profitable. Reported Earnings • Mar 13
Full year 2024 earnings released: EPS: ₩229 (vs ₩107 loss in FY 2023) Full year 2024 results: EPS: ₩229 (up from ₩107 loss in FY 2023). Revenue: ₩41.7b (up 23% from FY 2023). Net income: ₩2.24b (up ₩3.28b from FY 2023). Profit margin: 5.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance. 공시 • Feb 19
Sungwoo Techron. Co,.Ltd, Annual General Meeting, Mar 19, 2025 Sungwoo Techron. Co,.Ltd, Annual General Meeting, Mar 19, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 55, changwon-daero 1144beon-gil, seongsan-gu, gyeongsangnam-do, changwon South Korea New Risk • Dec 16
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩25.7b market cap, or US$17.9m). Upcoming Dividend • Dec 20
Upcoming dividend of ₩39.22 per share at 0.9% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%). New Risk • Nov 30
New major risk - Revenue and earnings growth Earnings have declined by 3.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.3% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₩37.6b market cap, or US$28.9m). New Risk • Aug 23
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩43.5b market cap, or US$32.4m). Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improves as stock rises 37% After last week's 37% share price gain to ₩6,220, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 56% over the past three years. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩4,820, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩4,865, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 84% over the past three years. Reported Earnings • Mar 19
Full year 2022 earnings released: EPS: ₩507 (vs ₩591 in FY 2021) Full year 2022 results: EPS: ₩507 (down from ₩591 in FY 2021). Revenue: ₩44.4b (up 1.2% from FY 2021). Net income: ₩4.77b (down 14% from FY 2021). Profit margin: 11% (down from 13% 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 23% per year and the company’s share price has also increased by 23% per year. Upcoming Dividend • Dec 21
Upcoming dividend of ₩40.00 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 13 April 2023. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.8%). Buying Opportunity • Jul 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 19%. The fair value is estimated to be ₩5,707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. Buying Opportunity • Jun 23
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 23%. The fair value is estimated to be ₩5,834, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₩4,730, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 11x in the Semiconductor industry in South Korea. Total returns to shareholders of 29% over the past three years. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩6,470, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 67% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of ₩40.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 15 April 2022. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.9%). Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩4,800, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 19x in the Semiconductor industry in South Korea. Total returns to shareholders of 4.6% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improved over the past week After last week's 15% share price gain to ₩6,950, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 59% over the past three years. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 21% share price gain to ₩8,800, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total returns to shareholders of 107% over the past three years. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improved over the past week After last week's 35% share price gain to ₩8,310, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total returns to shareholders of 92% over the past three years. 공시 • Feb 25
Sungwoo Techron. Co,.Ltd, Annual General Meeting, Mar 25, 2021 Sungwoo Techron. Co,.Ltd, Annual General Meeting, Mar 25, 2021, at 10:00 Korea Standard Time. Is New 90 Day High Low • Feb 20
New 90-day high: ₩6,300 The company is up 19% from its price of ₩5,304 on 20 November 2020. The South Korean market is also up 19% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Semiconductor industry, which is up 27% over the same period. Is New 90 Day High Low • Feb 04
New 90-day high: ₩5,340 The company is up 9.0% from its price of ₩4,892 on 06 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 41% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of ₩40.00 Per Share Will be paid on the 9th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.9% is below the top quartile of South Korean dividend payers (2.6%), but is in line with industry peers (0.8%). Is New 90 Day High Low • Dec 16
New 90-day low: ₩4,740 The company is down 21% from its price of ₩6,030 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period. Is New 90 Day High Low • Oct 30
New 90-day low: ₩4,745 The company is down 13% from its price of ₩5,450 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 3.0% over the same period.