View Financial HealthHIMSLtd 배당 및 자사주 매입배당 기준 점검 1/6HIMSLtd 은(는) 현재 수익률이 1.58% 인 배당금 지급 회사입니다.핵심 정보1.6%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.8%).Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 01 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).Upcoming Dividend • Dec 22First Dividend Is ₩100.00 Per ShareWill be paid on the 2nd of April to those who are registered shareholders by the 29th of December. This is the first dividend for HIMS since going public. The average dividend yield among industry peers is 0.8%.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩3,805, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 29x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.New Risk • Mar 19New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2024 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩33.1b market cap, or US$22.1m).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩2,635, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 57% over the past three years.공시 • Feb 27HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 126, namdongseo-ro, namdong-gu, incheon South Korea분석 기사 • Jan 21HIMSLtd (KOSDAQ:238490) Could Be Struggling To Allocate CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...New Risk • Oct 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩42.5b market cap, or US$30.2m).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,750, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 58% over the past three years.분석 기사 • Mar 25HIMSLtd's (KOSDAQ:238490) Soft Earnings Are Actually Better Than They AppearA lackluster earnings announcement from HIMS Co.,Ltd. ( KOSDAQ:238490 ) last week didn't sink the stock price. Our...Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩244 (vs ₩511 in FY 2023)Full year 2024 results: EPS: ₩244 (down from ₩511 in FY 2023). Revenue: ₩61.3b (up 22% from FY 2023). Net income: ₩2.71b (down 52% from FY 2023). Profit margin: 4.4% (down from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.공시 • Feb 26HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 126, namdongseo-ro, namdong-gu, incheon South Korea분석 기사 • Feb 19Here's What's Concerning About HIMSLtd's (KOSDAQ:238490) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.8%).Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩174 (vs ₩496 in 3Q 2023)Third quarter 2024 results: EPS: ₩174 (down from ₩496 in 3Q 2023). Revenue: ₩21.6b (up 13% from 3Q 2023). Net income: ₩1.93b (down 65% from 3Q 2023). Profit margin: 8.9% (down from 28% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.분석 기사 • Nov 12Does HIMSLtd (KOSDAQ:238490) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Sep 26HIMS Co.,Ltd.'s (KOSDAQ:238490) Revenues Are Not Doing Enough For Some InvestorsWhen you see that almost half of the companies in the Semiconductor industry in Korea have price-to-sales ratios (or...Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,660, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 47% over the past three years.분석 기사 • Aug 22We Think HIMSLtd's (KOSDAQ:238490) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that HIMS Co.,Ltd.'s ( KOSDAQ:238490 ) strong earnings didn't offer any...분석 기사 • Aug 12We Think HIMSLtd (KOSDAQ:238490) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% 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 (₩49.4b market cap, or US$36.2m).Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩269 (vs ₩231 loss in 1Q 2023)First quarter 2024 results: EPS: ₩269 (up from ₩231 loss in 1Q 2023). Revenue: ₩23.5b (up ₩21.1b from 1Q 2023). Net income: ₩2.94b (up ₩5.47b from 1Q 2023). Profit margin: 13% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩496 (vs ₩239 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩496 (up from ₩239 loss in 3Q 2022). Revenue: ₩19.1b (up 234% from 3Q 2022). Net income: ₩5.43b (up ₩8.06b from 3Q 2022). Profit margin: 28% (up from net loss in 3Q 2022). 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 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 26Full year 2022 earnings released: ₩783 loss per share (vs ₩39.00 loss in FY 2021)Full year 2022 results: ₩783 loss per share (further deteriorated from ₩39.00 loss in FY 2021). Revenue: ₩31.5b (down 38% from FY 2021). Net loss: ₩8.65b (loss widened ₩8.20b from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 01 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,050, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 44% over the past three years.공시 • Feb 22HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 17New 90-day high: ₩15,050The company is up 17% from its price of ₩12,850 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.Is New 90 Day High Low • Jan 20New 90-day high: ₩13,950The company is up 4.0% from its price of ₩13,400 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 44% over the same period.분석 기사 • Jan 01Is HIMS Co., Ltd.'s (KOSDAQ:238490) Recent Performance Tethered To Its Attractive Financial Prospects?HIMS' (KOSDAQ:238490) stock up by 2.0% over the past week. Given that the market rewards strong financials in the...Upcoming Dividend • Dec 22First Dividend Is ₩100.00 Per ShareWill be paid on the 2nd of April to those who are registered shareholders by the 29th of December. This is the first dividend for HIMS since going public. The average dividend yield among industry peers is 0.8%.분석 기사 • Dec 09Under The Bonnet, HIMS' (KOSDAQ:238490) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...분석 기사 • Nov 18HIMS (KOSDAQ:238490) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Oct 06New 90-day high: ₩13,900The company is up 5.0% from its price of ₩13,300 on 08 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Semiconductor industry, which is up 3.0% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: A238490 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: A238490 5 년 동안만 배당금을 지급해 왔으며 그 이후 지급액이 감소했습니다.배당 수익률 vs 시장HIMSLtd 배당 수익률 vs 시장A238490의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (A238490)1.6%시장 하위 25% (KR)1.0%시장 상위 25% (KR)3.7%업계 평균 (Semiconductor)0.2%분석가 예측 (A238490) (최대 3년)n/a주목할만한 배당금: A238490 의 배당금( 1.58% )은 KR 시장에서 배당금 지급자의 하위 25%( 0.99% )보다 높습니다.고배당: A238490 의 배당금( 1.58% )은 KR 시장에서 배당금 지급자의 상위 25%( 3.7% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 A238490 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 배당금 지급이 현금 흐름에 의해 충당되는지 판단하기 위해 A238490 의 현금 지급 비율을 계산하기에는 데이터가 부족합니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YKR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 07:18종가2026/05/22 00:00수익2024/12/31연간 수익2024/12/31데이터 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 소스HIMS Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jongsun ParkEugene Investment & Securities Co Ltd.Hyun Dong LeeNH Investment & Securities Co., Ltd.
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.8%).
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).
Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 01 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).
Upcoming Dividend • Dec 22First Dividend Is ₩100.00 Per ShareWill be paid on the 2nd of April to those who are registered shareholders by the 29th of December. This is the first dividend for HIMS since going public. The average dividend yield among industry peers is 0.8%.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩3,805, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 29x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.
New Risk • Mar 19New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2024 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩33.1b market cap, or US$22.1m).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩2,635, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 57% over the past three years.
공시 • Feb 27HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 126, namdongseo-ro, namdong-gu, incheon South Korea
분석 기사 • Jan 21HIMSLtd (KOSDAQ:238490) Could Be Struggling To Allocate CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
New Risk • Oct 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩42.5b market cap, or US$30.2m).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,750, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 58% over the past three years.
분석 기사 • Mar 25HIMSLtd's (KOSDAQ:238490) Soft Earnings Are Actually Better Than They AppearA lackluster earnings announcement from HIMS Co.,Ltd. ( KOSDAQ:238490 ) last week didn't sink the stock price. Our...
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩244 (vs ₩511 in FY 2023)Full year 2024 results: EPS: ₩244 (down from ₩511 in FY 2023). Revenue: ₩61.3b (up 22% from FY 2023). Net income: ₩2.71b (down 52% from FY 2023). Profit margin: 4.4% (down from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
공시 • Feb 26HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 126, namdongseo-ro, namdong-gu, incheon South Korea
분석 기사 • Feb 19Here's What's Concerning About HIMSLtd's (KOSDAQ:238490) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.8%).
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩174 (vs ₩496 in 3Q 2023)Third quarter 2024 results: EPS: ₩174 (down from ₩496 in 3Q 2023). Revenue: ₩21.6b (up 13% from 3Q 2023). Net income: ₩1.93b (down 65% from 3Q 2023). Profit margin: 8.9% (down from 28% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 12Does HIMSLtd (KOSDAQ:238490) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Sep 26HIMS Co.,Ltd.'s (KOSDAQ:238490) Revenues Are Not Doing Enough For Some InvestorsWhen you see that almost half of the companies in the Semiconductor industry in Korea have price-to-sales ratios (or...
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,660, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 47% over the past three years.
분석 기사 • Aug 22We Think HIMSLtd's (KOSDAQ:238490) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that HIMS Co.,Ltd.'s ( KOSDAQ:238490 ) strong earnings didn't offer any...
분석 기사 • Aug 12We Think HIMSLtd (KOSDAQ:238490) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% 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 (₩49.4b market cap, or US$36.2m).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩269 (vs ₩231 loss in 1Q 2023)First quarter 2024 results: EPS: ₩269 (up from ₩231 loss in 1Q 2023). Revenue: ₩23.5b (up ₩21.1b from 1Q 2023). Net income: ₩2.94b (up ₩5.47b from 1Q 2023). Profit margin: 13% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩496 (vs ₩239 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩496 (up from ₩239 loss in 3Q 2022). Revenue: ₩19.1b (up 234% from 3Q 2022). Net income: ₩5.43b (up ₩8.06b from 3Q 2022). Profit margin: 28% (up from net loss in 3Q 2022). 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 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 26Full year 2022 earnings released: ₩783 loss per share (vs ₩39.00 loss in FY 2021)Full year 2022 results: ₩783 loss per share (further deteriorated from ₩39.00 loss in FY 2021). Revenue: ₩31.5b (down 38% from FY 2021). Net loss: ₩8.65b (loss widened ₩8.20b from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).
Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 01 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,050, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 44% over the past three years.
공시 • Feb 22HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 17New 90-day high: ₩15,050The company is up 17% from its price of ₩12,850 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.
Is New 90 Day High Low • Jan 20New 90-day high: ₩13,950The company is up 4.0% from its price of ₩13,400 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 44% over the same period.
분석 기사 • Jan 01Is HIMS Co., Ltd.'s (KOSDAQ:238490) Recent Performance Tethered To Its Attractive Financial Prospects?HIMS' (KOSDAQ:238490) stock up by 2.0% over the past week. Given that the market rewards strong financials in the...
Upcoming Dividend • Dec 22First Dividend Is ₩100.00 Per ShareWill be paid on the 2nd of April to those who are registered shareholders by the 29th of December. This is the first dividend for HIMS since going public. The average dividend yield among industry peers is 0.8%.
분석 기사 • Dec 09Under The Bonnet, HIMS' (KOSDAQ:238490) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
분석 기사 • Nov 18HIMS (KOSDAQ:238490) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Oct 06New 90-day high: ₩13,900The company is up 5.0% from its price of ₩13,300 on 08 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Semiconductor industry, which is up 3.0% over the same period.