Buy Or Sell Opportunity • May 26
Now 33% overvalued after recent price rise Over the last 90 days, the stock has risen 2.1% to ₩5,500. The fair value is estimated to be ₩4,126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company became loss making. 공시 • Mar 10
POINT ENGINEERING Co.,Ltd., Annual General Meeting, Mar 26, 2026 POINT ENGINEERING Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 1459, oncheon-daero, chungcheongnam-do, asan South Korea Reported Earnings • Mar 21
Full year 2024 earnings released: EPS: ₩24.00 (vs ₩115 loss in FY 2023) Full year 2024 results: EPS: ₩24.00 (up from ₩115 loss in FY 2023). Revenue: ₩31.0b (up 19% from FY 2023). Net income: ₩1.35b (up ₩7.90b from FY 2023). Profit margin: 4.4% (up from net loss in FY 2023). The move to profitability was primarily 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 52 percentage points per year, which is a significant difference in performance. 공시 • Mar 13
POINT ENGINEERING Co.,Ltd., Annual General Meeting, Mar 26, 2025 POINT ENGINEERING Co.,Ltd., Annual General Meeting, Mar 26, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 1459, oncheon-daero, chungcheongnam-do, asan 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 (₩67.6b market cap, or US$47.0m). New Risk • Sep 17
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 (₩83.3b market cap, or US$63.3m). Reported Earnings • Mar 15
Full year 2023 earnings released: ₩115 loss per share (vs ₩14.00 profit in FY 2022) Full year 2023 results: ₩115 loss per share (down from ₩14.00 profit in FY 2022). Revenue: ₩26.2b (down 34% from FY 2022). Net loss: ₩6.54b (down ₩7.32b from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Dec 20
Upcoming dividend of ₩10.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%). Reported Earnings • Mar 19
Full year 2022 earnings released: EPS: ₩14.00 (vs ₩71.00 in FY 2021) Full year 2022 results: EPS: ₩14.00 (down from ₩71.00 in FY 2021). Revenue: ₩39.4b (down 13% from FY 2021). Net income: ₩780.0m (down 81% from FY 2021). Profit margin: 2.0% (down from 8.9% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year. Upcoming Dividend • Dec 21
Upcoming dividend of ₩20.00 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. Payout ratio is a comfortable 20% 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%). Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩2,030, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total loss to shareholders of 8.7% over the past three years. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₩2,270, the stock trades at a trailing P/E ratio of 37.5x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total loss to shareholders of 44% over the past year. Upcoming Dividend • Dec 22
Upcoming dividend of ₩40.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.3%. 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 • Aug 26
Investor sentiment improved over the past week After last week's 15% share price gain to ₩3,830, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 16% over the past year. 공시 • Apr 24
POINT ENGINEERING Co.,Ltd. (KOSDAQ:A256630) announces an Equity Buyback for KRW 2,000 million worth of its shares. POINT ENGINEERING Co.,Ltd. (KOSDAQ:A256630) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares pursuant to a contract with Samsung Securities Co., Ltd. The purpose of the program is to improve shareholder value. The program will expire on October 22, 2021. As of April 22, 2021, the company had no shares in treasury within scope available for dividend and no shares in treasury under other capacities. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improved over the past week After last week's 16% share price gain to ₩3,840, the stock trades at a trailing P/E ratio of 24.8x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 48% over the past year. Reported Earnings • Mar 18
Full year 2020 earnings released: EPS ₩155 (vs ₩23.00 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩56.2b (up 20% from FY 2019). Net income: ₩8.74b (up ₩7.61b from FY 2019). Profit margin: 16% (up from 2.4% in FY 2019). The increase in margin was driven by higher revenue. 공시 • Feb 05
POINT ENGINEERING Co.,Ltd. to Report Fiscal Year 2020 Results on Feb 08, 2021 POINT ENGINEERING Co.,Ltd. announced that they will report fiscal year 2020 results on Feb 08, 2021 공시 • Jan 28
Point Engineering to Install Eight-Chambered Solstice Plating Tool ClassOne Technology announced the sale of its Solstice® S8 system to Point Engineering Co. The eight-chambered Solstice plating tool will be installed at Point Engineering's manufacturing facility in Asan City, South Korea. Exarcos pointed out that Point Engineering's new Solstice configuration includes a CopperMax™ processing chamber, a ClassOne-proprietary feature specifically designed to optimize copper plating. The chamber enables consistent high-quality, high-rate copper plating, while maximizing uptime and dramatically reducing bottom-line operating costs. The Solstice S8 is an 8-chambered system designed and built by ClassOne for high-performance, fully-automated electroplating and surface preparation, specifically for =200mm semiconductor wafer processing. The Solstice series also includes the S4, which provides up to four processing chambers, and the LT, with up to three chambers. In addition to electroplating, Solstice systems also provide Plating-Plus™ surface preparation capabilities, including wafer cleaning, high-pressure metal lift-off, resist strip, UBM etch and more. This multi-processing flexibility allows users to streamline wafer production and increase cost efficiencies by reducing the number of different processing tools required in the fab. Is New 90 Day High Low • Jan 26
New 90-day high: ₩3,295 The company is up 11% from its price of ₩2,980 on 28 October 2020. The South Korean market is up 36% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 55% over the same period. Is New 90 Day High Low • Dec 16
New 90-day low: ₩2,735 The company is down 17% from its price of ₩3,300 on 17 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 27% over the same period. Is New 90 Day High Low • Oct 20
New 90-day low: ₩3,080 The company is down 21% from its price of ₩3,895 on 22 July 2020. The South Korean market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 3.0% over the same period. 
