View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBusinessOn Communication 향후 성장Future 기준 점검 1/6BusinessOn Communication 의 수익은 연간 5.3% 감소할 것으로 예상되는 반면, 연간 수익은 15.7% 로 증가할 것으로 예상됩니다. EPS는 연간 5.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 18% 로 예상됩니다.핵심 정보-5.3%이익 성장률-5.54%EPS 성장률Software 이익 성장28.8%매출 성장률15.7%향후 자기자본이익률18.00%애널리스트 커버리지Low마지막 업데이트04 Jun 2024최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Aug 13Skylake Longterm Strategic Investment III Limited completed the acquisition of 70.65% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others.Skylake Longterm Strategic Investment III Limited agreed to acquire 71.19% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others for approximately KRW 250 billion on July 23, 2024. A cash consideration valued at KRW 15,849 per share will be paid by Skylake Longterm Strategic Investment III Limited. The expected completion of the transaction is August 20, 2024. Skylake Longterm Strategic Investment III Limited completed the acquisition of 70.65% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others on August 12, 2024.공시 • Jul 25Skylake Longterm Strategic Investment III Limited agreed to acquire 71.19% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others for approximately KRW 250 billionSkylake Longterm Strategic Investment III Limited agreed to acquire 71.19% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others for approximately KRW 250 billion on July 23, 2024. A cash consideration valued at KRW 15,849 per share will be paid by Skylake Longterm Strategic Investment III Limited. The expected completion of the transaction is August 20, 2024.New Risk • Dec 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change). Shareholders have been diluted in the past year (2.6% increase in shares outstanding).Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩15,850, the stock trades at a trailing P/E ratio of 26.3x. Average forward P/E is 8x in the Software industry in South Korea. Total returns to shareholders of 101% over the past three years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩12,000, the stock trades at a trailing P/E ratio of 20.6x. Average forward P/E is 9x in the Software industry in South Korea. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,299 per share.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,250, the stock trades at a trailing P/E ratio of 20.5x. Average forward P/E is 11x in the Software industry in South Korea. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩4,114 per share.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: ₩493 (vs ₩261 in FY 2021)Full year 2022 results: EPS: ₩493 (up from ₩261 in FY 2021). Revenue: ₩43.9b (up 31% from FY 2021). Net income: ₩11.0b (up 77% from FY 2021). Profit margin: 25% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Dec 26BusinessOn Communication Co., Ltd (KOSDAQ:A138580) announces an Equity Buyback for KRW 1,000 million worth of its shares.BusinessOn Communication Co., Ltd (KOSDAQ:A138580) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares pursuant to a contract with NH Investment & Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on June 26, 2023. As of December 25, 2022, the company had 564,131 shares in treasury within scope available for dividend and had 0 shares in treasury through other repurchases.Upcoming Dividend • Dec 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.8%).Buying Opportunity • Mar 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ₩15,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 96% over the last year. Earnings per share has grown by 362% over the last year.Buying Opportunity • Feb 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be ₩15,161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 96% over the last year. Earnings per share has grown by 362% over the last year.Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be ₩15,389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 96% over the last year. Earnings per share has grown by 362% over the last year.Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩14,800, the stock trades at a trailing P/E ratio of 44.5x. Average forward P/E is 20x in the Software industry in South Korea. Total returns to shareholders of 91% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 60% share price gain to ₩20,800, the stock trades at a trailing P/E ratio of 62.5x. Average forward P/E is 15x in the Software industry in South Korea. Total returns to shareholders of 223% over the past three years.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ₩139 (vs ₩123 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₩8.25b (up 94% from 3Q 2020). Net income: ₩1.56b (up 47% from 3Q 2020). Profit margin: 19% (down from 25% in 3Q 2020). The decrease in margin was driven by higher expenses.Is New 90 Day High Low • Feb 22New 90-day high: ₩18,800The company is up 22% from its price of ₩15,450 on 24 November 2020. The South Korean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period.Is New 90 Day High Low • Jan 06New 90-day high: ₩18,450The company is up 31% from its price of ₩14,050 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 16New 90-day high: ₩16,750The company is up 9.0% from its price of ₩15,300 on 17 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 1.0% over the same period.이익 및 매출 성장 예측KOSDAQ:A138580 - 애널리스트 향후 추정치 및 과거 재무 데이터 (KRW Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202677,35012,20010,90014,200212/31/202567,55011,90010,70014,000212/31/202458,75011,70016,30019,60026/30/202451,50514,56311,90215,182N/A3/31/202451,44915,62913,16716,186N/A12/31/202351,08815,14011,81914,450N/A9/30/202351,0387,8317,2239,725N/A6/30/202347,5167,30410,58612,821N/A3/31/202348,4517,4929,34711,392N/A12/31/202243,9145,1968,13210,004N/A9/30/202241,0435,83313,93915,501N/A6/30/202238,8465,1369,42410,910N/A3/31/202235,3994,89810,40112,134N/A12/31/202133,5275,6908,84710,525N/A9/30/202131,4317,4089,44011,007N/A6/30/202127,4346,9627,7599,102N/A3/31/202123,8484,3795,3226,142N/A12/31/202018,4303,0726,2476,853N/A9/30/202016,0571,3443,8974,887N/A12/31/201915,6774,4113,9725,040N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A138580 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.3%).수익 vs 시장: A138580 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.3%).고성장 수익: A138580 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: A138580 의 수익(연간 15.7%)이 KR 시장(연간 15.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: A138580 의 수익(연간 15.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A138580의 자본 수익률은 3년 후 18%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/11/22 18:05종가2024/11/05 00:00수익2024/06/30연간 수익2023/12/31데이터 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 소스BusinessOn Communication Co., Ltd는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jaehoon KimMirae Asset Securities Co., Ltd.Eui-Seob ShimNH Investment & Securities Co., Ltd.Seung Woo SonShinhan Investment Corp.1명의 분석가 더 보기
공시 • Aug 13Skylake Longterm Strategic Investment III Limited completed the acquisition of 70.65% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others.Skylake Longterm Strategic Investment III Limited agreed to acquire 71.19% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others for approximately KRW 250 billion on July 23, 2024. A cash consideration valued at KRW 15,849 per share will be paid by Skylake Longterm Strategic Investment III Limited. The expected completion of the transaction is August 20, 2024. Skylake Longterm Strategic Investment III Limited completed the acquisition of 70.65% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others on August 12, 2024.
공시 • Jul 25Skylake Longterm Strategic Investment III Limited agreed to acquire 71.19% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others for approximately KRW 250 billionSkylake Longterm Strategic Investment III Limited agreed to acquire 71.19% stake in BusinessOn Communication Co., Ltd (KOSDAQ:A138580) from Hwang Hwi, Lee Byung Doo, Shin Seung-won, Jung Sung-il, Lim Dong Woo, Kim Donghyun and others for approximately KRW 250 billion on July 23, 2024. A cash consideration valued at KRW 15,849 per share will be paid by Skylake Longterm Strategic Investment III Limited. The expected completion of the transaction is August 20, 2024.
New Risk • Dec 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change). Shareholders have been diluted in the past year (2.6% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩15,850, the stock trades at a trailing P/E ratio of 26.3x. Average forward P/E is 8x in the Software industry in South Korea. Total returns to shareholders of 101% over the past three years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩12,000, the stock trades at a trailing P/E ratio of 20.6x. Average forward P/E is 9x in the Software industry in South Korea. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,299 per share.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,250, the stock trades at a trailing P/E ratio of 20.5x. Average forward P/E is 11x in the Software industry in South Korea. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩4,114 per share.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: ₩493 (vs ₩261 in FY 2021)Full year 2022 results: EPS: ₩493 (up from ₩261 in FY 2021). Revenue: ₩43.9b (up 31% from FY 2021). Net income: ₩11.0b (up 77% from FY 2021). Profit margin: 25% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Dec 26BusinessOn Communication Co., Ltd (KOSDAQ:A138580) announces an Equity Buyback for KRW 1,000 million worth of its shares.BusinessOn Communication Co., Ltd (KOSDAQ:A138580) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares pursuant to a contract with NH Investment & Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on June 26, 2023. As of December 25, 2022, the company had 564,131 shares in treasury within scope available for dividend and had 0 shares in treasury through other repurchases.
Upcoming Dividend • Dec 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.8%).
Buying Opportunity • Mar 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ₩15,087, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 96% over the last year. Earnings per share has grown by 362% over the last year.
Buying Opportunity • Feb 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be ₩15,161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 96% over the last year. Earnings per share has grown by 362% over the last year.
Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be ₩15,389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 96% over the last year. Earnings per share has grown by 362% over the last year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩14,800, the stock trades at a trailing P/E ratio of 44.5x. Average forward P/E is 20x in the Software industry in South Korea. Total returns to shareholders of 91% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 60% share price gain to ₩20,800, the stock trades at a trailing P/E ratio of 62.5x. Average forward P/E is 15x in the Software industry in South Korea. Total returns to shareholders of 223% over the past three years.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ₩139 (vs ₩123 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₩8.25b (up 94% from 3Q 2020). Net income: ₩1.56b (up 47% from 3Q 2020). Profit margin: 19% (down from 25% in 3Q 2020). The decrease in margin was driven by higher expenses.
Is New 90 Day High Low • Feb 22New 90-day high: ₩18,800The company is up 22% from its price of ₩15,450 on 24 November 2020. The South Korean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Jan 06New 90-day high: ₩18,450The company is up 31% from its price of ₩14,050 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 16New 90-day high: ₩16,750The company is up 9.0% from its price of ₩15,300 on 17 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 1.0% over the same period.