View Future GrowthJustem 과거 순이익 실적과거 기준 점검 4/6Justem은 연평균 48.9%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 1.4% 증가했습니다. 매출은 연평균 14.3%의 비율로 증가했습니다. Justem의 자기자본이익률은 10.2%이고 순이익률은 11.8%입니다.핵심 정보48.93%순이익 성장률42.17%주당순이익(EPS) 성장률Semiconductor 산업 성장률23.50%매출 성장률14.32%자기자본이익률10.17%순이익률11.81%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩163 (vs ₩101 loss in FY 2024)Full year 2025 results: EPS: ₩163 (up from ₩101 loss in FY 2024). Revenue: ₩48.3b (up 25% from FY 2024). Net income: ₩3.47b (up ₩5.61b from FY 2024). Profit margin: 7.2% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 22We Think That There Are Issues Underlying Justem's (KOSDAQ:417840) EarningsJustem Co., Ltd. ( KOSDAQ:417840 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩95.00 (vs ₩78.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩95.00 (up from ₩78.00 in 3Q 2024). Revenue: ₩12.1b (down 24% from 3Q 2024). Net income: ₩758.6m (up 73% from 3Q 2024). Profit margin: 6.3% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩227 (vs ₩221 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩227 (up from ₩221 loss in 2Q 2024). Revenue: ₩11.3b (up 47% from 2Q 2024). Net income: ₩1.61b (up ₩3.18b from 2Q 2024). Profit margin: 14% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.분석 기사 • May 23Justem's (KOSDAQ:417840) Performance Is Even Better Than Its Earnings SuggestJustem Co., Ltd. ( KOSDAQ:417840 ) recently posted some strong earnings, and the market responded positively. We did...모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩14,670, the stock trades at a trailing P/E ratio of 50.8x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.분석 기사 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...분석 기사 • May 23Is Now An Opportune Moment To Examine Justem Co., Ltd. (KOSDAQ:417840)?Justem Co., Ltd. ( KOSDAQ:417840 ), might not be a large cap stock, but it saw a significant share price rise of 249...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩18,790, the stock trades at a trailing P/E ratio of 63.8x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 239% over the past three years.New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). High level of non-cash earnings (21% accrual ratio).Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩7,380, the stock trades at a trailing P/E ratio of 47x. Average forward P/E is 20x in the Semiconductor industry in South Korea. Total returns to shareholders of 16% over the past three years.Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩163 (vs ₩101 loss in FY 2024)Full year 2025 results: EPS: ₩163 (up from ₩101 loss in FY 2024). Revenue: ₩48.3b (up 25% from FY 2024). Net income: ₩3.47b (up ₩5.61b from FY 2024). Profit margin: 7.2% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Mar 12Justem Co., Ltd., Annual General Meeting, Mar 30, 2026Justem Co., Ltd., Annual General Meeting, Mar 30, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South KoreaValuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩8,300, the stock trades at a trailing P/E ratio of 26.2x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 112% over the past three years.분석 기사 • Feb 03Subdued Growth No Barrier To Justem Co., Ltd. (KOSDAQ:417840) With Shares Advancing 34%Justem Co., Ltd. ( KOSDAQ:417840 ) shares have continued their recent momentum with a 34% gain in the last month alone...Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩4,935, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 63% over the past three years.분석 기사 • Jan 14We Think Justem (KOSDAQ:417840) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩4,900, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 78% over the past three years.분석 기사 • Dec 18Justem Co., Ltd.'s (KOSDAQ:417840) 33% Share Price Surge Not Quite Adding UpThose holding Justem Co., Ltd. ( KOSDAQ:417840 ) shares would be relieved that the share price has rebounded 33% in the...Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩13,200, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 55% over the past three years.분석 기사 • Nov 22We Think That There Are Issues Underlying Justem's (KOSDAQ:417840) EarningsJustem Co., Ltd. ( KOSDAQ:417840 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩95.00 (vs ₩78.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩95.00 (up from ₩78.00 in 3Q 2024). Revenue: ₩12.1b (down 24% from 3Q 2024). Net income: ₩758.6m (up 73% from 3Q 2024). Profit margin: 6.3% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 30Investors Will Want Justem's (KOSDAQ:417840) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩13,490, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 49% over the past year.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩227 (vs ₩221 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩227 (up from ₩221 loss in 2Q 2024). Revenue: ₩11.3b (up 47% from 2Q 2024). Net income: ₩1.61b (up ₩3.18b from 2Q 2024). Profit margin: 14% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.New Risk • Jul 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩72.8b market cap, or US$52.9m).분석 기사 • Jul 04These 4 Measures Indicate That Justem (KOSDAQ:417840) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 23Justem's (KOSDAQ:417840) Performance Is Even Better Than Its Earnings SuggestJustem Co., Ltd. ( KOSDAQ:417840 ) recently posted some strong earnings, and the market responded positively. We did...분석 기사 • May 22Justem's (KOSDAQ:417840) Returns On Capital Tell Us There Is Reason To Feel UneasyTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩9,600, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 13x in the Semiconductor industry in South Korea. Total loss to shareholders of 28% over the past year.분석 기사 • Mar 28Is Justem (KOSDAQ:417840) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Mar 01Justem Co., Ltd., Annual General Meeting, Mar 31, 2025Justem Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South KoreaNew Risk • Feb 20New major risk - Revenue and earnings growthRevenue has declined by 8.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Revenue has declined by 8.1% over the past year. Minor Risk Market cap is less than US$100m (₩69.5b market cap, or US$48.3m).New Risk • Dec 16New major risk - Financial data availabilityThe 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 (₩44.0b market cap, or US$30.7m).분석 기사 • Dec 09Is Justem (KOSDAQ:417840) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 17Second quarter 2024 earnings released: ₩221 loss per share (vs ₩370 loss in 2Q 2023)Second quarter 2024 results: ₩221 loss per share (improved from ₩370 loss in 2Q 2023). Revenue: ₩7.67b (down 16% from 2Q 2023). Net loss: ₩1.57b (loss narrowed 40% from 2Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in South Korea.분석 기사 • Aug 07Would Justem (KOSDAQ:417840) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-₩23b). Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₩59.9b market cap, or US$43.9m).분석 기사 • Apr 22Is Justem (KOSDAQ:417840) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • May 05Justem Co., Ltd. announced that it has received KRW 15 billion in fundingOn May 4, 2023, Justem Co., Ltd. closed the transaction.매출 및 비용 세부 내역Justem가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSDAQ:A417840 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Mar 2655,3656,53610,5176,16731 Dec 2548,2893,47010,4275,45530 Sep 2545,1647,0149,6644,50830 Jun 2548,8866,69410,0583,86031 Mar 2545,2543,51311,7643,82931 Dec 2438,701-2,13712,5604,34930 Sep 2437,615-3,75715,6945,12630 Jun 2430,460-6,37615,6564,98931 Mar 2431,902-7,43614,9184,58531 Dec 2335,934-3,38513,4733,81030 Sep 2340,938-2,69610,0362,86030 Jun 2340,348-2529,7552,65631 Dec 2246,0996,3229,1662,486양질의 수익: A417840의 비현금 수익 수준이 높습니다.이익 마진 증가: A417840의 현재 순 이익률 (11.8%)은 지난해 (7.8%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A417840의 수익은 지난 5년 동안 연평균 48.9%로 크게 증가했습니다.성장 가속화: 지난 1년간 A417840 의 수익 증가율(86.1%)은 연간 평균(48.9%)을 초과합니다.수익 대 산업: A417840의 지난 1년 수익 증가율(86.1%)은 Semiconductor 업계의 27.2%를 상회했습니다.자기자본이익률높은 ROE: A417840의 자본 수익률(10.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSemiconductors 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 03:18종가2026/06/10 00:00수익2026/03/31연간 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 소스Justem Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ah-young KimDaishin Securities Co. Ltd.Jun-Young ParkHanwha Investment & Securities Co., Ltd.
분석 기사 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...
Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩163 (vs ₩101 loss in FY 2024)Full year 2025 results: EPS: ₩163 (up from ₩101 loss in FY 2024). Revenue: ₩48.3b (up 25% from FY 2024). Net income: ₩3.47b (up ₩5.61b from FY 2024). Profit margin: 7.2% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 22We Think That There Are Issues Underlying Justem's (KOSDAQ:417840) EarningsJustem Co., Ltd. ( KOSDAQ:417840 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩95.00 (vs ₩78.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩95.00 (up from ₩78.00 in 3Q 2024). Revenue: ₩12.1b (down 24% from 3Q 2024). Net income: ₩758.6m (up 73% from 3Q 2024). Profit margin: 6.3% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩227 (vs ₩221 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩227 (up from ₩221 loss in 2Q 2024). Revenue: ₩11.3b (up 47% from 2Q 2024). Net income: ₩1.61b (up ₩3.18b from 2Q 2024). Profit margin: 14% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.
분석 기사 • May 23Justem's (KOSDAQ:417840) Performance Is Even Better Than Its Earnings SuggestJustem Co., Ltd. ( KOSDAQ:417840 ) recently posted some strong earnings, and the market responded positively. We did...
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩14,670, the stock trades at a trailing P/E ratio of 50.8x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 127% over the past three years.
분석 기사 • May 25Impressive Earnings May Not Tell The Whole Story For Justem (KOSDAQ:417840)Justem Co., Ltd. ( KOSDAQ:417840 ) just reported some strong earnings, and the market reacted accordingly with a...
분석 기사 • May 23Is Now An Opportune Moment To Examine Justem Co., Ltd. (KOSDAQ:417840)?Justem Co., Ltd. ( KOSDAQ:417840 ), might not be a large cap stock, but it saw a significant share price rise of 249...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩18,790, the stock trades at a trailing P/E ratio of 63.8x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 239% over the past three years.
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). High level of non-cash earnings (21% accrual ratio).
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩7,380, the stock trades at a trailing P/E ratio of 47x. Average forward P/E is 20x in the Semiconductor industry in South Korea. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Mar 21Full year 2025 earnings released: EPS: ₩163 (vs ₩101 loss in FY 2024)Full year 2025 results: EPS: ₩163 (up from ₩101 loss in FY 2024). Revenue: ₩48.3b (up 25% from FY 2024). Net income: ₩3.47b (up ₩5.61b from FY 2024). Profit margin: 7.2% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Mar 12Justem Co., Ltd., Annual General Meeting, Mar 30, 2026Justem Co., Ltd., Annual General Meeting, Mar 30, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South Korea
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩8,300, the stock trades at a trailing P/E ratio of 26.2x. Average forward P/E is 21x in the Semiconductor industry in South Korea. Total returns to shareholders of 112% over the past three years.
분석 기사 • Feb 03Subdued Growth No Barrier To Justem Co., Ltd. (KOSDAQ:417840) With Shares Advancing 34%Justem Co., Ltd. ( KOSDAQ:417840 ) shares have continued their recent momentum with a 34% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩4,935, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 63% over the past three years.
분석 기사 • Jan 14We Think Justem (KOSDAQ:417840) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩4,900, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 78% over the past three years.
분석 기사 • Dec 18Justem Co., Ltd.'s (KOSDAQ:417840) 33% Share Price Surge Not Quite Adding UpThose holding Justem Co., Ltd. ( KOSDAQ:417840 ) shares would be relieved that the share price has rebounded 33% in the...
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩13,200, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 55% over the past three years.
분석 기사 • Nov 22We Think That There Are Issues Underlying Justem's (KOSDAQ:417840) EarningsJustem Co., Ltd. ( KOSDAQ:417840 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩95.00 (vs ₩78.00 in 3Q 2024)Third quarter 2025 results: EPS: ₩95.00 (up from ₩78.00 in 3Q 2024). Revenue: ₩12.1b (down 24% from 3Q 2024). Net income: ₩758.6m (up 73% from 3Q 2024). Profit margin: 6.3% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 30Investors Will Want Justem's (KOSDAQ:417840) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩13,490, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 49% over the past year.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩227 (vs ₩221 loss in 2Q 2024)Second quarter 2025 results: EPS: ₩227 (up from ₩221 loss in 2Q 2024). Revenue: ₩11.3b (up 47% from 2Q 2024). Net income: ₩1.61b (up ₩3.18b from 2Q 2024). Profit margin: 14% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.
New Risk • Jul 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩72.8b market cap, or US$52.9m).
분석 기사 • Jul 04These 4 Measures Indicate That Justem (KOSDAQ:417840) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 23Justem's (KOSDAQ:417840) Performance Is Even Better Than Its Earnings SuggestJustem Co., Ltd. ( KOSDAQ:417840 ) recently posted some strong earnings, and the market responded positively. We did...
분석 기사 • May 22Justem's (KOSDAQ:417840) Returns On Capital Tell Us There Is Reason To Feel UneasyTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩9,600, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 13x in the Semiconductor industry in South Korea. Total loss to shareholders of 28% over the past year.
분석 기사 • Mar 28Is Justem (KOSDAQ:417840) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Mar 01Justem Co., Ltd., Annual General Meeting, Mar 31, 2025Justem Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 57, tapsil-ro 35beon-gil, giheung-gu, gyeonggi-do, yongin South Korea
New Risk • Feb 20New major risk - Revenue and earnings growthRevenue has declined by 8.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Revenue has declined by 8.1% over the past year. Minor Risk Market cap is less than US$100m (₩69.5b market cap, or US$48.3m).
New Risk • Dec 16New major risk - Financial data availabilityThe 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 (₩44.0b market cap, or US$30.7m).
분석 기사 • Dec 09Is Justem (KOSDAQ:417840) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 17Second quarter 2024 earnings released: ₩221 loss per share (vs ₩370 loss in 2Q 2023)Second quarter 2024 results: ₩221 loss per share (improved from ₩370 loss in 2Q 2023). Revenue: ₩7.67b (down 16% from 2Q 2023). Net loss: ₩1.57b (loss narrowed 40% from 2Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in South Korea.
분석 기사 • Aug 07Would Justem (KOSDAQ:417840) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-₩23b). Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₩59.9b market cap, or US$43.9m).
분석 기사 • Apr 22Is Justem (KOSDAQ:417840) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • May 05Justem Co., Ltd. announced that it has received KRW 15 billion in fundingOn May 4, 2023, Justem Co., Ltd. closed the transaction.