View ValuationDaejoo Electronic Materials 향후 성장Future 기준 점검 5/6Daejoo Electronic Materials (는) 각각 연간 50.2% 및 24.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 52.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.4% 로 예상됩니다.핵심 정보50.2%이익 성장률52.31%EPS 성장률Electronic 이익 성장37.3%매출 성장률24.8%향후 자기자본이익률15.42%애널리스트 커버리지Low마지막 업데이트14 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 16Consensus revenue estimates increase by 20%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩333.8m to ₩401.0m. EPS estimate fell from ₩1,925 to ₩1,456. Net income forecast to grow 18% next year vs 70% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩157,500 to ₩177,500. Share price was steady at ₩149,500 over the past week.Price Target Changed • Feb 11Price target increased by 9.9% to ₩107,667Up from ₩98,000, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₩92,400. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.Price Target Changed • Jan 13Price target decreased by 11% to ₩98,000Down from ₩109,500, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₩61,800. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.Major Estimate Revision • Nov 11Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,202 to ₩1,024 per share. Revenue forecast steady at ₩252.2m. Net income forecast to shrink 33% next year vs 38% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩109,500 to ₩100,750. Share price fell 4.7% to ₩74,700 over the past week.Price Target Changed • Nov 10Price target decreased by 9.0% to ₩100,750Down from ₩110,750, the current price target is an average from 4 analysts. New target price is 33% above last closing price of ₩75,900. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩1,024 for next year compared to ₩2,477 last year.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩262.8m to ₩250.1m. EPS estimate also fell from ₩1,458 per share to ₩1,007 per share. Net income forecast to shrink 46% next year vs 12% growth forecast for Electronic industry in South Korea . Consensus price target broadly unchanged at ₩109,500. Share price fell 5.4% to ₩72,500 over the past week.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 16Consensus revenue estimates increase by 20%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩333.8m to ₩401.0m. EPS estimate fell from ₩1,925 to ₩1,456. Net income forecast to grow 18% next year vs 70% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩157,500 to ₩177,500. Share price was steady at ₩149,500 over the past week.New Risk • Mar 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (8.1% net profit margin).공시 • Mar 06Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2026Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 148, seohaean-ro, gyeonggi-do, siheung South KoreaValuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩99,700, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 4.9% over the past three years.Price Target Changed • Feb 11Price target increased by 9.9% to ₩107,667Up from ₩98,000, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₩92,400. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.New Risk • Feb 09New 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 10% 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: Major Risks Debt is not well covered by operating cash flow (5.2% operating cash flow to total debt). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩91,100, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 16x in the Electronic industry in South Korea. Total loss to shareholders of 4.9% over the past three years.분석 기사 • Feb 03What Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) 26% Share Price Gain Is Not Telling YouDaejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shares have had a really impressive month, gaining 26% after a...Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩70,500, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 15x in the Electronic industry in South Korea. Total loss to shareholders of 16% over the past three years.분석 기사 • Jan 22Is Daejoo Electronic Materials (KOSDAQ:078600) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Jan 13Price target decreased by 11% to ₩98,000Down from ₩109,500, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₩61,800. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.Major Estimate Revision • Nov 11Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,202 to ₩1,024 per share. Revenue forecast steady at ₩252.2m. Net income forecast to shrink 33% next year vs 38% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩109,500 to ₩100,750. Share price fell 4.7% to ₩74,700 over the past week.Price Target Changed • Nov 10Price target decreased by 9.0% to ₩100,750Down from ₩110,750, the current price target is an average from 4 analysts. New target price is 33% above last closing price of ₩75,900. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩1,024 for next year compared to ₩2,477 last year.분석 기사 • Nov 05Investor Optimism Abounds Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 31.4x Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) may be...분석 기사 • Oct 18Returns At Daejoo Electronic Materials (KOSDAQ:078600) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩75,300, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 14% over the past three years.분석 기사 • Sep 30Here's Why Daejoo Electronic Materials (KOSDAQ:078600) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Aug 19Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩262.8m to ₩250.1m. EPS estimate also fell from ₩1,458 per share to ₩1,007 per share. Net income forecast to shrink 46% next year vs 12% growth forecast for Electronic industry in South Korea . Consensus price target broadly unchanged at ₩109,500. Share price fell 5.4% to ₩72,500 over the past week.분석 기사 • Aug 03Investor Optimism Abounds Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 28x Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) may be sending...분석 기사 • Jun 30Should You Think About Buying Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Now?Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ), is not the largest company out there, but it saw significant...Price Target Changed • May 17Price target decreased by 9.5% to ₩115,333Down from ₩127,500, the current price target is an average from 6 analysts. New target price is 55% above last closing price of ₩74,500. Stock is down 26% over the past year. The company is forecast to post earnings per share of ₩1,770 for next year compared to ₩2,477 last year.분석 기사 • Apr 23These 4 Measures Indicate That Daejoo Electronic Materials (KOSDAQ:078600) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Apr 09Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) 25% Cheaper Price Remains In Tune With RevenuesDaejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shareholders won't be pleased to see that the share price has...분석 기사 • Apr 03We Like These Underlying Return On Capital Trends At Daejoo Electronic Materials (KOSDAQ:078600)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩90,300, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 10x in the Electronic industry in South Korea. Total loss to shareholders of 3.5% over the past three years.Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩2,477 (up from ₩47.00 in FY 2023). Revenue: ₩219.3b (up 19% from FY 2023). Net income: ₩36.9b (up ₩36.2b from FY 2023). Profit margin: 17% (up from 0.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 64%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.공시 • Mar 08Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2025Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 148, seohaean-ro, gyeonggi-do, siheung South Korea분석 기사 • Jan 15Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Looks Just Right With A 26% Price JumpDaejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shareholders are no doubt pleased to see that the share price...New Risk • Jan 14New 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 10% 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: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). High level of non-cash earnings (33% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩95,000, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 3.3% over the past three years.Buy Or Sell Opportunity • Dec 03Now 24% overvaluedOver the last 90 days, the stock has fallen 11% to ₩92,400. The fair value is estimated to be ₩74,780, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 98% in 2 years. Earnings are forecast to grow by 129% in the next 2 years.분석 기사 • Nov 20Daejoo Electronic Materials' (KOSDAQ:078600) Solid Profits Have Weak FundamentalsInvestors were disappointed with Daejoo Electronic Materials Co., Ltd.'s ( KOSDAQ:078600 ) earnings, despite the strong...Price Target Changed • Nov 20Price target decreased by 12% to ₩131,400Down from ₩149,000, the current price target is an average from 5 analysts. New target price is 55% above last closing price of ₩85,000. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of ₩1,379 for next year compared to ₩47.10 last year.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩306 (vs ₩6.00 in 3Q 2023)Third quarter 2024 results: EPS: ₩306 (up from ₩6.00 in 3Q 2023). Revenue: ₩55.8b (up 3.6% from 3Q 2023). Net income: ₩4.59b (up ₩4.49b from 3Q 2023). Profit margin: 8.2% (up from 0.2% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Nov 15Consensus revenue estimates decrease by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩240.1m to ₩216.0m. EPS estimate unchanged at ₩1,379 per share. Net income forecast to grow 86% next year vs 47% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩149,000 to ₩141,400. Share price fell 11% to ₩82,600 over the past week.Price Target Changed • Nov 14Price target decreased by 7.4% to ₩141,400Down from ₩152,750, the current price target is an average from 5 analysts. New target price is 70% above last closing price of ₩83,200. Stock is up 4.0% over the past year. The company is forecast to post earnings per share of ₩1,379 for next year compared to ₩47.10 last year.분석 기사 • Oct 28Is Daejoo Electronic Materials (KOSDAQ:078600) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • Oct 07Now 23% overvaluedOver the last 90 days, the stock has fallen 10% to ₩123,000. The fair value is estimated to be ₩100,026, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 139% in 2 years. Earnings are forecast to grow by 219% in the next 2 years.분석 기사 • Oct 06Why Investors Shouldn't Be Surprised By Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) 26% Share Price SurgeThose holding Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shares would be relieved that the share price has...분석 기사 • Sep 08Is It Time To Consider Buying Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600)?Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ), is not the largest company out there, but it received a lot of...Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₩443 (vs ₩55.00 in 2Q 2023)Second quarter 2024 results: EPS: ₩443 (up from ₩55.00 in 2Q 2023). Revenue: ₩58.3b (up 27% from 2Q 2023). Net income: ₩6.56b (up ₩5.74b from 2Q 2023). Profit margin: 11% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Major Estimate Revision • Aug 15Consensus EPS estimates increase by 14%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩253.1m to ₩247.0m. EPS estimate rose from ₩1,306 to ₩1,483. Net income forecast to grow 236% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩128,000 to ₩152,750. Share price rose 24% to ₩126,200 over the past week.분석 기사 • Aug 08The Price Is Right For Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Even After Diving 26%The Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) share price has softened a substantial 26% over the...New Risk • Jul 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (41% accrual ratio).Price Target Changed • Jun 27Price target increased by 11% to ₩128,000Up from ₩115,250, the current price target is an average from 3 analysts. New target price is 16% below last closing price of ₩151,600. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₩1,306 for next year compared to ₩47.10 last year.분석 기사 • May 31Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Looks Just Right With A 29% Price JumpDespite an already strong run, Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shares have been powering on...New Risk • May 30New 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 8.3% 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: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (41% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).분석 기사 • May 20Daejoo Electronic Materials (KOSDAQ:078600) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDaejoo Electronic Materials Co., Ltd.'s ( KOSDAQ:078600 ) robust earnings report didn't manage to move the market for...분석 기사 • Apr 19Is Daejoo Electronic Materials (KOSDAQ:078600) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 29Investors Interested In Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) RevenuesWhen close to half the companies in the Electronic industry in Korea have price-to-sales ratios (or "P/S") below 1x...Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (0.9%).공시 • Nov 22Daejoo Electronic Materials Co., Ltd. announced that it has received KRW 40 billion in funding from DB Financial Investment Co., Ltd. and another investorOn November 21, 2023, Daejoo Electronic Materials Co., Ltd. closed the transaction.Price Target Changed • Nov 15Price target decreased by 7.3% to ₩111,250Down from ₩120,000, the current price target is an average from 4 analysts. New target price is 39% above last closing price of ₩79,900. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₩134 for next year compared to ₩67.34 last year.Price Target Changed • May 23Price target decreased by 12% to ₩113,333Down from ₩128,333, the current price target is an average from 3 analysts. New target price is 24% above last closing price of ₩91,300. Stock is down 4.7% over the past year. The company posted earnings per share of ₩67.34 last year.Reported Earnings • May 20First quarter 2023 earnings released: ₩82.00 loss per share (vs ₩150 profit in 1Q 2022)First quarter 2023 results: ₩82.00 loss per share (down from ₩150 profit in 1Q 2022). Revenue: ₩37.5b (down 2.1% from 1Q 2022). Net loss: ₩1.22b (down 155% from profit in 1Q 2022). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩67.00 (vs ₩1,540 in FY 2021)Full year 2022 results: EPS: ₩67.00 (down from ₩1,540 in FY 2021). Revenue: ₩174.1b (down 12% from FY 2021). Net income: ₩998.6m (down 96% from FY 2021). Profit margin: 0.6% (down from 12% in FY 2021). Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 98% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 8.1% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.0%).Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩225 (vs ₩298 in 3Q 2021)Third quarter 2022 results: EPS: ₩225 (down from ₩298 in 3Q 2021). Revenue: ₩40.2b (down 24% from 3Q 2021). Net income: ₩3.33b (down 25% from 3Q 2021). Profit margin: 8.3% (down from 8.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 83% per year and the company’s share price has also increased by 83% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman Moo-Hyun Lim was the last director to join the board, commencing their role in 1981. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩98,000, the stock trades at a trailing P/E ratio of 75.2x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 357% over the past three years.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩67,500, the stock trades at a trailing P/E ratio of 49.8x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 345% over the past three years.공시 • May 20Daejoo Electronic Materials Co., Ltd. (KOSDAQ:A078600) announces an Equity Buyback for KRW 10,000 million worth of its shares.Daejoo Electronic Materials Co., Ltd. (KOSDAQ:A078600) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares according to the contract with DAISHIN Securities Co., Ltd. The purpose of the program is stock price stability and shareholder value enhancement. The program will expire on November 19, 2022. As of May 17, 2022, the company had 591,091 and 0 treasury stock holdings within the scope of allotment acquisition Co., Ltd. and other acquisition Co., Ltd., respectively.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩90,100, the stock trades at a trailing P/E ratio of 58.7x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 538% over the past three years.Price Target Changed • Apr 27Price target increased to ₩140,000Up from ₩120,000, the current price target is provided by 1 analyst. New target price is 67% above last closing price of ₩83,800. Stock is up 66% over the past year. The company posted earnings per share of ₩1,540 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman Moo-Hyun Lim was the last director to join the board, commencing their role in 1981. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 19 April 2022. Payout ratio is a comfortable 5.6% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.4%).분석 기사 • Apr 18Investors Will Want Daejoo Electronic Materials' (KOSDAQ:078600) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₩345 (vs ₩66.00 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩154.5b (up 33% from FY 2019). Net income: ₩5.08b (up ₩5.98b from FY 2019). Profit margin: 3.3% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 14With A Return On Equity Of 5.5%, Has Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) Management Done Well?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Is New 90 Day High Low • Feb 22New 90-day low: ₩43,700The company is down 5.0% from its price of ₩45,950 on 24 November 2020. The South Korean market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 36% over the same period.분석 기사 • Feb 14Daejoo Electronic Materials (KOSDAQ:078600) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jan 18Is Daejoo Electronic Materials (KOSDAQ:078600) A Future Multi-bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Jan 11New 90-day high: ₩53,100The company is up 20% from its price of ₩44,250 on 13 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 37% over the same period.분석 기사 • Dec 14What Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) ROE Can Tell UsWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ₩157The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₩39.7b (up 27% from 3Q 2019). Net income: ₩2.27b (up ₩2.33b from 3Q 2019). Profit margin: 5.7% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 21New 90-day low: ₩38,000The company is down 10.0% from its price of ₩42,250 on 23 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.이익 및 매출 성장 예측KOSDAQ:A078600 - 애널리스트 향후 추정치 및 과거 재무 데이터 (KRW Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028602,39956,000107,000128,000212/31/2027473,09945,700118,000149,000212/31/2026401,00024,40073,00099,00013/31/2026291,49510,091-19,7651,604N/A12/31/2025254,61320,661-12,83710,949N/A9/30/2025240,02237,628-20,63918,274N/A6/30/2025232,20735,670-40,93621,974N/A3/31/2025227,05137,959-48,03127,815N/A12/31/2024219,31636,872-77,01623,879N/A9/30/2024208,24717,796-95,09118,860N/A6/30/2024206,32313,304-107,0391,638N/A3/31/2024193,7887,569-122,2703,632N/A12/31/2023184,989695-100,0904,808N/A9/30/2023174,112-8,062-80,3831,924N/A6/30/2023160,421-4,837-53,99115,581N/A3/31/2023173,306-2,464-24,16513,522N/A12/31/2022174,098999-10,66721,657N/A9/30/2022186,97418,293-8,80321,881N/A6/30/2022199,36019,400-10,82319,659N/A3/31/2022191,00620,202-10,70919,894N/A12/31/2021198,70822,873-17,7757,542N/A9/30/2021188,08913,269-9,7749,615N/A6/30/2021175,24011,100-4,9969,630N/A3/31/2021162,7078,262-9,0792,998N/A12/31/2020154,5435,080-1,86310,104N/A9/30/2020147,9594,683-3,8689,132N/A6/30/2020139,6272,352-13,583-1,698N/A3/31/2020128,472737-13,7961,734N/A12/31/2019116,384-923N/A-6,457N/A9/30/2019110,352-87N/A-7,071N/A6/30/2019103,710-320N/A-2,337N/A3/31/2019102,702440N/A-1,742N/A12/31/2018102,936376N/A2,594N/A9/30/201899,626-8,644N/A1,831N/A6/30/2018100,019-8,244N/A1,052N/A3/31/201898,598-8,210N/A844N/A12/31/201793,391-8,011N/A934N/A9/30/201788,336933N/A2,219N/A6/30/201779,7821,184N/A2,395N/A3/31/201772,858772N/A4,623N/A12/31/201667,911706N/A4,121N/A9/30/201664,572-1,789N/A1,391N/A6/30/201663,505-2,519N/A978N/A3/31/201659,649-3,587N/A-2,933N/A12/31/201557,523-4,803N/A-1,091N/A9/30/201557,233-10,900N/A1,507N/A6/30/201559,154-10,571N/A2,603N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A078600 의 연간 예상 수익 증가율(50.2%)이 saving rate(3.1%)보다 높습니다.수익 vs 시장: A078600 의 연간 수익(50.2%)이 KR 시장(31.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: A078600 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: A078600 의 수익(연간 24.8%)이 KR 시장(연간 16.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: A078600 의 수익(연간 24.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A078600의 자본 수익률은 3년 후 15.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/02 09:31종가2026/06/02 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 소스Daejoo Electronic Materials Co., Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jae KimDAOL Investment & Securities Co., Ltd.null nullDBS Bank LtdJongsun ParkEugene Investment & Securities Co Ltd.6명의 분석가 더 보기
Major Estimate Revision • May 16Consensus revenue estimates increase by 20%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩333.8m to ₩401.0m. EPS estimate fell from ₩1,925 to ₩1,456. Net income forecast to grow 18% next year vs 70% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩157,500 to ₩177,500. Share price was steady at ₩149,500 over the past week.
Price Target Changed • Feb 11Price target increased by 9.9% to ₩107,667Up from ₩98,000, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₩92,400. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.
Price Target Changed • Jan 13Price target decreased by 11% to ₩98,000Down from ₩109,500, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₩61,800. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,202 to ₩1,024 per share. Revenue forecast steady at ₩252.2m. Net income forecast to shrink 33% next year vs 38% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩109,500 to ₩100,750. Share price fell 4.7% to ₩74,700 over the past week.
Price Target Changed • Nov 10Price target decreased by 9.0% to ₩100,750Down from ₩110,750, the current price target is an average from 4 analysts. New target price is 33% above last closing price of ₩75,900. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩1,024 for next year compared to ₩2,477 last year.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩262.8m to ₩250.1m. EPS estimate also fell from ₩1,458 per share to ₩1,007 per share. Net income forecast to shrink 46% next year vs 12% growth forecast for Electronic industry in South Korea . Consensus price target broadly unchanged at ₩109,500. Share price fell 5.4% to ₩72,500 over the past week.
Major Estimate Revision • May 16Consensus revenue estimates increase by 20%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩333.8m to ₩401.0m. EPS estimate fell from ₩1,925 to ₩1,456. Net income forecast to grow 18% next year vs 70% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩157,500 to ₩177,500. Share price was steady at ₩149,500 over the past week.
New Risk • Mar 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (8.1% net profit margin).
공시 • Mar 06Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2026Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 148, seohaean-ro, gyeonggi-do, siheung South Korea
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩99,700, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the Electronic industry in South Korea. Total returns to shareholders of 4.9% over the past three years.
Price Target Changed • Feb 11Price target increased by 9.9% to ₩107,667Up from ₩98,000, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₩92,400. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.
New Risk • Feb 09New 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 10% 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: Major Risks Debt is not well covered by operating cash flow (5.2% operating cash flow to total debt). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩91,100, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 16x in the Electronic industry in South Korea. Total loss to shareholders of 4.9% over the past three years.
분석 기사 • Feb 03What Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) 26% Share Price Gain Is Not Telling YouDaejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shares have had a really impressive month, gaining 26% after a...
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩70,500, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 15x in the Electronic industry in South Korea. Total loss to shareholders of 16% over the past three years.
분석 기사 • Jan 22Is Daejoo Electronic Materials (KOSDAQ:078600) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Jan 13Price target decreased by 11% to ₩98,000Down from ₩109,500, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₩61,800. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩1,393 for next year compared to ₩2,477 last year.
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,202 to ₩1,024 per share. Revenue forecast steady at ₩252.2m. Net income forecast to shrink 33% next year vs 38% growth forecast for Electronic industry in South Korea . Consensus price target down from ₩109,500 to ₩100,750. Share price fell 4.7% to ₩74,700 over the past week.
Price Target Changed • Nov 10Price target decreased by 9.0% to ₩100,750Down from ₩110,750, the current price target is an average from 4 analysts. New target price is 33% above last closing price of ₩75,900. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₩1,024 for next year compared to ₩2,477 last year.
분석 기사 • Nov 05Investor Optimism Abounds Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 31.4x Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) may be...
분석 기사 • Oct 18Returns At Daejoo Electronic Materials (KOSDAQ:078600) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩75,300, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 14% over the past three years.
분석 기사 • Sep 30Here's Why Daejoo Electronic Materials (KOSDAQ:078600) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩262.8m to ₩250.1m. EPS estimate also fell from ₩1,458 per share to ₩1,007 per share. Net income forecast to shrink 46% next year vs 12% growth forecast for Electronic industry in South Korea . Consensus price target broadly unchanged at ₩109,500. Share price fell 5.4% to ₩72,500 over the past week.
분석 기사 • Aug 03Investor Optimism Abounds Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 28x Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) may be sending...
분석 기사 • Jun 30Should You Think About Buying Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Now?Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ), is not the largest company out there, but it saw significant...
Price Target Changed • May 17Price target decreased by 9.5% to ₩115,333Down from ₩127,500, the current price target is an average from 6 analysts. New target price is 55% above last closing price of ₩74,500. Stock is down 26% over the past year. The company is forecast to post earnings per share of ₩1,770 for next year compared to ₩2,477 last year.
분석 기사 • Apr 23These 4 Measures Indicate That Daejoo Electronic Materials (KOSDAQ:078600) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Apr 09Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) 25% Cheaper Price Remains In Tune With RevenuesDaejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shareholders won't be pleased to see that the share price has...
분석 기사 • Apr 03We Like These Underlying Return On Capital Trends At Daejoo Electronic Materials (KOSDAQ:078600)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩90,300, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 10x in the Electronic industry in South Korea. Total loss to shareholders of 3.5% over the past three years.
Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩2,477 (up from ₩47.00 in FY 2023). Revenue: ₩219.3b (up 19% from FY 2023). Net income: ₩36.9b (up ₩36.2b from FY 2023). Profit margin: 17% (up from 0.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 64%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
공시 • Mar 08Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2025Daejoo Electronic Materials Co., Ltd., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 148, seohaean-ro, gyeonggi-do, siheung South Korea
분석 기사 • Jan 15Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Looks Just Right With A 26% Price JumpDaejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shareholders are no doubt pleased to see that the share price...
New Risk • Jan 14New 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 10% 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: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). High level of non-cash earnings (33% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩95,000, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 9x in the Electronic industry in South Korea. Total loss to shareholders of 3.3% over the past three years.
Buy Or Sell Opportunity • Dec 03Now 24% overvaluedOver the last 90 days, the stock has fallen 11% to ₩92,400. The fair value is estimated to be ₩74,780, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 98% in 2 years. Earnings are forecast to grow by 129% in the next 2 years.
분석 기사 • Nov 20Daejoo Electronic Materials' (KOSDAQ:078600) Solid Profits Have Weak FundamentalsInvestors were disappointed with Daejoo Electronic Materials Co., Ltd.'s ( KOSDAQ:078600 ) earnings, despite the strong...
Price Target Changed • Nov 20Price target decreased by 12% to ₩131,400Down from ₩149,000, the current price target is an average from 5 analysts. New target price is 55% above last closing price of ₩85,000. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of ₩1,379 for next year compared to ₩47.10 last year.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₩306 (vs ₩6.00 in 3Q 2023)Third quarter 2024 results: EPS: ₩306 (up from ₩6.00 in 3Q 2023). Revenue: ₩55.8b (up 3.6% from 3Q 2023). Net income: ₩4.59b (up ₩4.49b from 3Q 2023). Profit margin: 8.2% (up from 0.2% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Nov 15Consensus revenue estimates decrease by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩240.1m to ₩216.0m. EPS estimate unchanged at ₩1,379 per share. Net income forecast to grow 86% next year vs 47% growth forecast for Electronic industry in South Korea. Consensus price target down from ₩149,000 to ₩141,400. Share price fell 11% to ₩82,600 over the past week.
Price Target Changed • Nov 14Price target decreased by 7.4% to ₩141,400Down from ₩152,750, the current price target is an average from 5 analysts. New target price is 70% above last closing price of ₩83,200. Stock is up 4.0% over the past year. The company is forecast to post earnings per share of ₩1,379 for next year compared to ₩47.10 last year.
분석 기사 • Oct 28Is Daejoo Electronic Materials (KOSDAQ:078600) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • Oct 07Now 23% overvaluedOver the last 90 days, the stock has fallen 10% to ₩123,000. The fair value is estimated to be ₩100,026, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 139% in 2 years. Earnings are forecast to grow by 219% in the next 2 years.
분석 기사 • Oct 06Why Investors Shouldn't Be Surprised By Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) 26% Share Price SurgeThose holding Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shares would be relieved that the share price has...
분석 기사 • Sep 08Is It Time To Consider Buying Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600)?Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ), is not the largest company out there, but it received a lot of...
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₩443 (vs ₩55.00 in 2Q 2023)Second quarter 2024 results: EPS: ₩443 (up from ₩55.00 in 2Q 2023). Revenue: ₩58.3b (up 27% from 2Q 2023). Net income: ₩6.56b (up ₩5.74b from 2Q 2023). Profit margin: 11% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Major Estimate Revision • Aug 15Consensus EPS estimates increase by 14%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩253.1m to ₩247.0m. EPS estimate rose from ₩1,306 to ₩1,483. Net income forecast to grow 236% next year vs 38% growth forecast for Electronic industry in South Korea. Consensus price target up from ₩128,000 to ₩152,750. Share price rose 24% to ₩126,200 over the past week.
분석 기사 • Aug 08The Price Is Right For Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Even After Diving 26%The Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) share price has softened a substantial 26% over the...
New Risk • Jul 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (41% accrual ratio).
Price Target Changed • Jun 27Price target increased by 11% to ₩128,000Up from ₩115,250, the current price target is an average from 3 analysts. New target price is 16% below last closing price of ₩151,600. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₩1,306 for next year compared to ₩47.10 last year.
분석 기사 • May 31Daejoo Electronic Materials Co., Ltd. (KOSDAQ:078600) Looks Just Right With A 29% Price JumpDespite an already strong run, Daejoo Electronic Materials Co., Ltd. ( KOSDAQ:078600 ) shares have been powering on...
New Risk • May 30New 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 8.3% 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: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (41% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
분석 기사 • May 20Daejoo Electronic Materials (KOSDAQ:078600) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDaejoo Electronic Materials Co., Ltd.'s ( KOSDAQ:078600 ) robust earnings report didn't manage to move the market for...
분석 기사 • Apr 19Is Daejoo Electronic Materials (KOSDAQ:078600) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 29Investors Interested In Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) RevenuesWhen close to half the companies in the Electronic industry in Korea have price-to-sales ratios (or "P/S") below 1x...
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (0.9%).
공시 • Nov 22Daejoo Electronic Materials Co., Ltd. announced that it has received KRW 40 billion in funding from DB Financial Investment Co., Ltd. and another investorOn November 21, 2023, Daejoo Electronic Materials Co., Ltd. closed the transaction.
Price Target Changed • Nov 15Price target decreased by 7.3% to ₩111,250Down from ₩120,000, the current price target is an average from 4 analysts. New target price is 39% above last closing price of ₩79,900. Stock is down 15% over the past year. The company is forecast to post earnings per share of ₩134 for next year compared to ₩67.34 last year.
Price Target Changed • May 23Price target decreased by 12% to ₩113,333Down from ₩128,333, the current price target is an average from 3 analysts. New target price is 24% above last closing price of ₩91,300. Stock is down 4.7% over the past year. The company posted earnings per share of ₩67.34 last year.
Reported Earnings • May 20First quarter 2023 earnings released: ₩82.00 loss per share (vs ₩150 profit in 1Q 2022)First quarter 2023 results: ₩82.00 loss per share (down from ₩150 profit in 1Q 2022). Revenue: ₩37.5b (down 2.1% from 1Q 2022). Net loss: ₩1.22b (down 155% from profit in 1Q 2022). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩67.00 (vs ₩1,540 in FY 2021)Full year 2022 results: EPS: ₩67.00 (down from ₩1,540 in FY 2021). Revenue: ₩174.1b (down 12% from FY 2021). Net income: ₩998.6m (down 96% from FY 2021). Profit margin: 0.6% (down from 12% in FY 2021). Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 98% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 8.1% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.0%).
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩225 (vs ₩298 in 3Q 2021)Third quarter 2022 results: EPS: ₩225 (down from ₩298 in 3Q 2021). Revenue: ₩40.2b (down 24% from 3Q 2021). Net income: ₩3.33b (down 25% from 3Q 2021). Profit margin: 8.3% (down from 8.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in South Korea. Over the last 3 years on average, earnings per share has increased by 83% per year and the company’s share price has also increased by 83% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman Moo-Hyun Lim was the last director to join the board, commencing their role in 1981. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩98,000, the stock trades at a trailing P/E ratio of 75.2x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 357% over the past three years.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩67,500, the stock trades at a trailing P/E ratio of 49.8x. Average forward P/E is 9x in the Electronic industry in South Korea. Total returns to shareholders of 345% over the past three years.
공시 • May 20Daejoo Electronic Materials Co., Ltd. (KOSDAQ:A078600) announces an Equity Buyback for KRW 10,000 million worth of its shares.Daejoo Electronic Materials Co., Ltd. (KOSDAQ:A078600) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares according to the contract with DAISHIN Securities Co., Ltd. The purpose of the program is stock price stability and shareholder value enhancement. The program will expire on November 19, 2022. As of May 17, 2022, the company had 591,091 and 0 treasury stock holdings within the scope of allotment acquisition Co., Ltd. and other acquisition Co., Ltd., respectively.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩90,100, the stock trades at a trailing P/E ratio of 58.7x. Average forward P/E is 12x in the Electronic industry in South Korea. Total returns to shareholders of 538% over the past three years.
Price Target Changed • Apr 27Price target increased to ₩140,000Up from ₩120,000, the current price target is provided by 1 analyst. New target price is 67% above last closing price of ₩83,800. Stock is up 66% over the past year. The company posted earnings per share of ₩1,540 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman Moo-Hyun Lim was the last director to join the board, commencing their role in 1981. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 19 April 2022. Payout ratio is a comfortable 5.6% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.4%).
분석 기사 • Apr 18Investors Will Want Daejoo Electronic Materials' (KOSDAQ:078600) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₩345 (vs ₩66.00 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩154.5b (up 33% from FY 2019). Net income: ₩5.08b (up ₩5.98b from FY 2019). Profit margin: 3.3% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 14With A Return On Equity Of 5.5%, Has Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) Management Done Well?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Is New 90 Day High Low • Feb 22New 90-day low: ₩43,700The company is down 5.0% from its price of ₩45,950 on 24 November 2020. The South Korean market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 36% over the same period.
분석 기사 • Feb 14Daejoo Electronic Materials (KOSDAQ:078600) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Jan 18Is Daejoo Electronic Materials (KOSDAQ:078600) A Future Multi-bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Jan 11New 90-day high: ₩53,100The company is up 20% from its price of ₩44,250 on 13 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 37% over the same period.
분석 기사 • Dec 14What Daejoo Electronic Materials Co., Ltd.'s (KOSDAQ:078600) ROE Can Tell UsWhile some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ₩157The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₩39.7b (up 27% from 3Q 2019). Net income: ₩2.27b (up ₩2.33b from 3Q 2019). Profit margin: 5.7% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 21New 90-day low: ₩38,000The company is down 10.0% from its price of ₩42,250 on 23 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.