View Future GrowthOE Solutions 과거 순이익 실적과거 기준 점검 0/6OE Solutions 의 수입은 연평균 -57.2%의 비율로 감소해 온 반면, Communications 산업은 연평균 5.1%의 비율로 감소했습니다. 매출은 연평균 23.1%의 비율로 감소해 왔습니다.핵심 정보-57.19%순이익 성장률-57.43%주당순이익(EPS) 성장률Communications 산업 성장률16.35%매출 성장률-23.14%자기자본이익률-42.07%순이익률-47.13%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Mar 26Full year 2024 earnings released: ₩3,215 loss per share (vs ₩3,218 loss in FY 2023)Full year 2024 results: ₩3,215 loss per share (improved from ₩3,218 loss in FY 2023). Revenue: ₩32.0b (down 30% from FY 2023). Net loss: ₩33.1b (loss narrowed 2.0% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: ₩3,218 loss per share (further deteriorated from ₩567 loss in FY 2022). Revenue: ₩46.0b (down 40% from FY 2022). Net loss: ₩33.8b (loss widened 466% from FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.모든 업데이트 보기Recent updatesNew Risk • Mar 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% 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: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 57% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).공지 • Feb 07OE Solutions Co., Ltd., Annual General Meeting, Mar 27, 2026OE Solutions Co., Ltd., Annual General Meeting, Mar 27, 2026, at 11:00 Tokyo Standard Time. Location: conference room, 53, cheomdannyeonsin-ro 30 beon-gil, buk-gu, gwangju South KoreaNew Risk • Dec 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 12% 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 62% per year over the past 5 years.분석 기사 • Dec 15OE Solutions Co., Ltd.'s (KOSDAQ:138080) Shares Climb 28% But Its Business Is Yet to Catch UpDespite an already strong run, OE Solutions Co., Ltd. ( KOSDAQ:138080 ) shares have been powering on, with a gain of...New Risk • Oct 10New 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 7.3% 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 Risk Earnings have declined by 67% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₩122.4b market cap, or US$86.2m).분석 기사 • Sep 08OE Solutions (KOSDAQ:138080) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • May 30OE Solutions (KOSDAQ:138080) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 09Some OE Solutions Co., Ltd. (KOSDAQ:138080) Shareholders Look For Exit As Shares Take 26% PoundingOE Solutions Co., Ltd. ( KOSDAQ:138080 ) shareholders that were waiting for something to happen have been dealt a blow...Reported Earnings • Mar 26Full year 2024 earnings released: ₩3,215 loss per share (vs ₩3,218 loss in FY 2023)Full year 2024 results: ₩3,215 loss per share (improved from ₩3,218 loss in FY 2023). Revenue: ₩32.0b (down 30% from FY 2023). Net loss: ₩33.1b (loss narrowed 2.0% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.공지 • Feb 07OE Solutions Co., Ltd., Annual General Meeting, Mar 28, 2025OE Solutions Co., Ltd., Annual General Meeting, Mar 28, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 53, cheomdannyeonsin-ro 30 beon-gil, buk-gu, gwangju South Korea분석 기사 • Jan 23Revenues Not Telling The Story For OE Solutions Co., Ltd. (KOSDAQ:138080) After Shares Rise 29%OE Solutions Co., Ltd. ( KOSDAQ:138080 ) shareholders have had their patience rewarded with a 29% share price jump in...분석 기사 • Jan 22Does OE Solutions (KOSDAQ:138080) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 04 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.7%).Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: ₩3,218 loss per share (further deteriorated from ₩567 loss in FY 2022). Revenue: ₩46.0b (down 40% from FY 2022). Net loss: ₩33.8b (loss widened 466% from FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 52% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 12 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.3%).New Risk • Oct 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩130.9b (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₩130.9b market cap, or US$97.0m).New Risk • Oct 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 8.8% 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 Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).New Risk • Jul 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩125.1b (US$98.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (₩125.1b market cap, or US$98.4m).Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 13 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.2%).Major Estimate Revision • Nov 24Consensus revenue estimates fall by 31%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₩113.5m to ₩78.2m. Forecast loss of -₩173, down from profit of ₩844 per share profit previously. Communications industry in South Korea expected to see average net income growth of 38% next year. Consensus price target down from ₩42,000 to ₩22,000. Share price fell 2.5% to ₩17,300 over the past week.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. VP, GM of Optical Transceiver BU & Director Walter Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Sep 29Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be ₩21,082, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 27% over the last 3 years. Earnings per share has declined by 52%. Revenue is forecast to grow by 83% in 2 years. Earnings is forecast to grow by 343% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩18,050, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Communications industry in Asia. Total loss to shareholders of 58% over the past three years.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩22,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Communications industry in Asia. Total loss to shareholders of 47% over the past three years.Major Estimate Revision • May 18Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₩137.0m to ₩117.4m. EPS estimate fell from ₩1,361 to ₩1,081 per share. Net income forecast to shrink 20% next year vs 47% growth forecast for Communications industry in South Korea . Consensus price target of ₩42,000 unchanged from last update. Share price fell 6.6% to ₩28,950 over the past week.Price Target Changed • Apr 27Price target decreased to ₩42,000Down from ₩59,000, the current price target is provided by 1 analyst. New target price is 49% above last closing price of ₩28,250. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩1,361 for next year compared to ₩1,354 last year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. VP, GM of Optical Transceiver BU & Director Walter Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (0.8%).Price Target Changed • Nov 17Price target decreased to ₩50,500Down from ₩59,000, the current price target is an average from 2 analysts. New target price is 60% above last closing price of ₩31,550. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₩1,244 for next year compared to ₩1,164 last year.Major Estimate Revision • Aug 18Consensus revenue estimates fall to ₩124.7mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ₩155.8m to ₩124.7m. EPS estimate fell from ₩2,114 to ₩1,639 per share. Net income forecast to grow 27% next year vs 105% growth forecast for Communications industry in South Korea. Consensus price target of ₩59,000 unchanged from last update. Share price fell 5.5% to ₩39,000 over the past week.Price Target Changed • Jun 19Price target increased to ₩72,000Up from ₩63,000, the current price target is provided by 1 analyst. New target price is 49% above last closing price of ₩48,300. Stock is up 18% over the past year.Major Estimate Revision • May 22Consensus revenue estimates fall to ₩142.8mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ₩167.2m to ₩142.8m. EPS estimate fell from ₩2,420 to ₩1,735 per share. Net income forecast to grow 49% next year vs 149% growth forecast for Communications industry in South Korea. Consensus price target down from ₩67,667 to ₩63,000. Share price was steady at ₩39,700 over the past week.분석 기사 • Apr 05Is There An Opportunity With OE Solutions Co., Ltd.'s (KOSDAQ:138080) 41% Undervaluation?In this article we are going to estimate the intrinsic value of OE Solutions Co., Ltd. ( KOSDAQ:138080 ) by taking the...분석 기사 • Mar 16Does OE Solutions (KOSDAQ:138080) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Feb 26Will the Promising Trends At OE Solutions (KOSDAQ:138080) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Is New 90 Day High Low • Feb 24New 90-day low: ₩47,500The company is down 7.0% from its price of ₩51,300 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩113,318 per share.분석 기사 • Feb 08Does OE Solutions Co., Ltd. (KOSDAQ:138080) Have A Place In Your Dividend Portfolio?Dividend paying stocks like OE Solutions Co., Ltd. ( KOSDAQ:138080 ) tend to be popular with investors, and for good...Is New 90 Day High Low • Feb 08New 90-day low: ₩48,850The company is down 6.0% from its price of ₩52,000 on 10 November 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩109,566 per share.공지 • Feb 06OE Solutions Co., Ltd., Annual General Meeting, Mar 26, 2021OE Solutions Co., Ltd., Annual General Meeting, Mar 26, 2021, at 11:00 Korea Standard Time.분석 기사 • Jan 21Did You Participate In Any Of OE Solutions' (KOSDAQ:138080) Incredible 718% Return?For many, the main point of investing in the stock market is to achieve spectacular returns. While the best companies...Is New 90 Day High Low • Jan 08New 90-day high: ₩57,600The company is up 1.0% from its price of ₩57,000 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩107,375 per share.분석 기사 • Jan 06Could The Market Be Wrong About OE Solutions Co., Ltd. (KOSDAQ:138080) Given Its Attractive Financial Prospects?With its stock down 3.2% over the past month, it is easy to disregard OE Solutions (KOSDAQ:138080). However, a closer...분석 기사 • Dec 24Is It Smart To Buy OE Solutions Co., Ltd. (KOSDAQ:138080) Before It Goes Ex-Dividend?Readers hoping to buy OE Solutions Co., Ltd. ( KOSDAQ:138080 ) for its dividend will need to make their move shortly...분석 기사 • Dec 15Is OE Solutions (KOSDAQ:138080) 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...분석 기사 • Nov 30OE Solutions Co., Ltd.'s (KOSDAQ:138080) Intrinsic Value Is Potentially 91% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of OE Solutions Co...분석 기사 • Nov 17Why We Like The Returns At OE Solutions (KOSDAQ:138080)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want...Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 15% share price gain to ₩50,500, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 23x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 643%.Is New 90 Day High Low • Oct 30New 90-day low: ₩43,750The company is down 27% from its price of ₩59,800 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩147,417 per share.Is New 90 Day High Low • Oct 15New 90-day low: ₩52,200The company is down 15% from its price of ₩61,300 on 17 July 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩147,790 per share.매출 및 비용 세부 내역OE Solutions가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSDAQ:A138080 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Dec 2557,377-27,0399,23712,30130 Sep 2552,126-22,9119,11613,68430 Jun 2546,380-28,8999,77914,48831 Mar 2537,997-33,1069,52515,39431 Dec 2432,027-33,1279,41115,70230 Sep 2432,195-35,0969,63916,22230 Jun 2436,103-34,0909,67417,02431 Mar 2438,603-34,49010,26917,58031 Dec 2346,003-33,81710,99118,70030 Sep 2354,486-27,99412,03718,26730 Jun 2362,398-19,04512,17019,55131 Mar 2374,823-10,10912,62419,96231 Dec 2276,954-5,97712,55819,62630 Sep 2279,2132,38913,25419,79930 Jun 2282,2624,10713,63617,61431 Mar 2293,24210,70716,80315,90431 Dec 2198,68114,37216,65917,30430 Sep 21103,36315,00915,22019,26130 Jun 21111,32717,04314,36721,12831 Mar 21107,30814,75010,56823,76231 Dec 20103,17812,35210,13422,57030 Sep 20128,66518,00310,08721,94330 Jun 20159,15329,11310,05420,80131 Mar 20185,81236,59910,35719,06331 Dec 19210,28346,06510,52718,01730 Sep 19184,74738,41511,25117,09830 Jun 19145,04223,85912,67315,91131 Mar 19107,65814,22113,01214,38031 Dec 1881,5042,58413,34113,39730 Sep 1873,767-71412,47512,82730 Jun 1869,546-3,35711,43912,84831 Mar 1870,536-3,88610,95513,15931 Dec 1776,594-1,78610,82213,27930 Sep 1788,5204,87111,37712,67430 Jun 1790,7885,79810,91612,59831 Mar 1786,6786,07310,31912,05031 Dec 1679,7206,1279,83611,66930 Sep 1668,1793,2958,52010,94230 Jun 1663,8923,7028,58010,69831 Mar 1660,4392,8388,51310,59231 Dec 1559,4161,8808,32010,45930 Sep 1556,5537278,85411,40930 Jun 1560,1073,9728,44011,104양질의 수익: A138080 은(는) 현재 수익성이 없습니다.이익 마진 증가: A138080는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A138080은 수익성이 없으며 지난 5년 동안 손실이 연평균 57.2% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 A138080의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: A138080은 수익성이 없어 지난 해 수익 성장률을 Communications 업계(-13.9%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: A138080는 현재 수익성이 없으므로 자본 수익률이 음수(-42.07%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 15:40종가2026/05/08 00:00수익2025/12/31연간 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 소스OE Solutions Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kim Dong HaHanwha Investment & Securities Co., Ltd.Sang-Hun LeeiM SecuritiesSang Gyu ShimKyobo Securities Co., Ltd2명의 분석가 더 보기
Reported Earnings • Mar 26Full year 2024 earnings released: ₩3,215 loss per share (vs ₩3,218 loss in FY 2023)Full year 2024 results: ₩3,215 loss per share (improved from ₩3,218 loss in FY 2023). Revenue: ₩32.0b (down 30% from FY 2023). Net loss: ₩33.1b (loss narrowed 2.0% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: ₩3,218 loss per share (further deteriorated from ₩567 loss in FY 2022). Revenue: ₩46.0b (down 40% from FY 2022). Net loss: ₩33.8b (loss widened 466% from FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
New Risk • Mar 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% 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: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 57% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
공지 • Feb 07OE Solutions Co., Ltd., Annual General Meeting, Mar 27, 2026OE Solutions Co., Ltd., Annual General Meeting, Mar 27, 2026, at 11:00 Tokyo Standard Time. Location: conference room, 53, cheomdannyeonsin-ro 30 beon-gil, buk-gu, gwangju South Korea
New Risk • Dec 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 12% 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 62% per year over the past 5 years.
분석 기사 • Dec 15OE Solutions Co., Ltd.'s (KOSDAQ:138080) Shares Climb 28% But Its Business Is Yet to Catch UpDespite an already strong run, OE Solutions Co., Ltd. ( KOSDAQ:138080 ) shares have been powering on, with a gain of...
New Risk • Oct 10New 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 7.3% 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 Risk Earnings have declined by 67% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₩122.4b market cap, or US$86.2m).
분석 기사 • Sep 08OE Solutions (KOSDAQ:138080) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • May 30OE Solutions (KOSDAQ:138080) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Apr 09Some OE Solutions Co., Ltd. (KOSDAQ:138080) Shareholders Look For Exit As Shares Take 26% PoundingOE Solutions Co., Ltd. ( KOSDAQ:138080 ) shareholders that were waiting for something to happen have been dealt a blow...
Reported Earnings • Mar 26Full year 2024 earnings released: ₩3,215 loss per share (vs ₩3,218 loss in FY 2023)Full year 2024 results: ₩3,215 loss per share (improved from ₩3,218 loss in FY 2023). Revenue: ₩32.0b (down 30% from FY 2023). Net loss: ₩33.1b (loss narrowed 2.0% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
공지 • Feb 07OE Solutions Co., Ltd., Annual General Meeting, Mar 28, 2025OE Solutions Co., Ltd., Annual General Meeting, Mar 28, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 53, cheomdannyeonsin-ro 30 beon-gil, buk-gu, gwangju South Korea
분석 기사 • Jan 23Revenues Not Telling The Story For OE Solutions Co., Ltd. (KOSDAQ:138080) After Shares Rise 29%OE Solutions Co., Ltd. ( KOSDAQ:138080 ) shareholders have had their patience rewarded with a 29% share price jump in...
분석 기사 • Jan 22Does OE Solutions (KOSDAQ:138080) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 04 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.7%).
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: ₩3,218 loss per share (further deteriorated from ₩567 loss in FY 2022). Revenue: ₩46.0b (down 40% from FY 2022). Net loss: ₩33.8b (loss widened 466% from FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 41%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 52% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 12 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.3%).
New Risk • Oct 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩130.9b (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₩130.9b market cap, or US$97.0m).
New Risk • Oct 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 8.8% 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 Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).
New Risk • Jul 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩125.1b (US$98.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (₩125.1b market cap, or US$98.4m).
Upcoming Dividend • Dec 21Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 13 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.2%).
Major Estimate Revision • Nov 24Consensus revenue estimates fall by 31%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₩113.5m to ₩78.2m. Forecast loss of -₩173, down from profit of ₩844 per share profit previously. Communications industry in South Korea expected to see average net income growth of 38% next year. Consensus price target down from ₩42,000 to ₩22,000. Share price fell 2.5% to ₩17,300 over the past week.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. VP, GM of Optical Transceiver BU & Director Walter Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Sep 29Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be ₩21,082, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 27% over the last 3 years. Earnings per share has declined by 52%. Revenue is forecast to grow by 83% in 2 years. Earnings is forecast to grow by 343% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩18,050, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Communications industry in Asia. Total loss to shareholders of 58% over the past three years.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩22,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Communications industry in Asia. Total loss to shareholders of 47% over the past three years.
Major Estimate Revision • May 18Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₩137.0m to ₩117.4m. EPS estimate fell from ₩1,361 to ₩1,081 per share. Net income forecast to shrink 20% next year vs 47% growth forecast for Communications industry in South Korea . Consensus price target of ₩42,000 unchanged from last update. Share price fell 6.6% to ₩28,950 over the past week.
Price Target Changed • Apr 27Price target decreased to ₩42,000Down from ₩59,000, the current price target is provided by 1 analyst. New target price is 49% above last closing price of ₩28,250. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩1,361 for next year compared to ₩1,354 last year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. VP, GM of Optical Transceiver BU & Director Walter Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (0.8%).
Price Target Changed • Nov 17Price target decreased to ₩50,500Down from ₩59,000, the current price target is an average from 2 analysts. New target price is 60% above last closing price of ₩31,550. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₩1,244 for next year compared to ₩1,164 last year.
Major Estimate Revision • Aug 18Consensus revenue estimates fall to ₩124.7mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ₩155.8m to ₩124.7m. EPS estimate fell from ₩2,114 to ₩1,639 per share. Net income forecast to grow 27% next year vs 105% growth forecast for Communications industry in South Korea. Consensus price target of ₩59,000 unchanged from last update. Share price fell 5.5% to ₩39,000 over the past week.
Price Target Changed • Jun 19Price target increased to ₩72,000Up from ₩63,000, the current price target is provided by 1 analyst. New target price is 49% above last closing price of ₩48,300. Stock is up 18% over the past year.
Major Estimate Revision • May 22Consensus revenue estimates fall to ₩142.8mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ₩167.2m to ₩142.8m. EPS estimate fell from ₩2,420 to ₩1,735 per share. Net income forecast to grow 49% next year vs 149% growth forecast for Communications industry in South Korea. Consensus price target down from ₩67,667 to ₩63,000. Share price was steady at ₩39,700 over the past week.
분석 기사 • Apr 05Is There An Opportunity With OE Solutions Co., Ltd.'s (KOSDAQ:138080) 41% Undervaluation?In this article we are going to estimate the intrinsic value of OE Solutions Co., Ltd. ( KOSDAQ:138080 ) by taking the...
분석 기사 • Mar 16Does OE Solutions (KOSDAQ:138080) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Feb 26Will the Promising Trends At OE Solutions (KOSDAQ:138080) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Is New 90 Day High Low • Feb 24New 90-day low: ₩47,500The company is down 7.0% from its price of ₩51,300 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩113,318 per share.
분석 기사 • Feb 08Does OE Solutions Co., Ltd. (KOSDAQ:138080) Have A Place In Your Dividend Portfolio?Dividend paying stocks like OE Solutions Co., Ltd. ( KOSDAQ:138080 ) tend to be popular with investors, and for good...
Is New 90 Day High Low • Feb 08New 90-day low: ₩48,850The company is down 6.0% from its price of ₩52,000 on 10 November 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩109,566 per share.
공지 • Feb 06OE Solutions Co., Ltd., Annual General Meeting, Mar 26, 2021OE Solutions Co., Ltd., Annual General Meeting, Mar 26, 2021, at 11:00 Korea Standard Time.
분석 기사 • Jan 21Did You Participate In Any Of OE Solutions' (KOSDAQ:138080) Incredible 718% Return?For many, the main point of investing in the stock market is to achieve spectacular returns. While the best companies...
Is New 90 Day High Low • Jan 08New 90-day high: ₩57,600The company is up 1.0% from its price of ₩57,000 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩107,375 per share.
분석 기사 • Jan 06Could The Market Be Wrong About OE Solutions Co., Ltd. (KOSDAQ:138080) Given Its Attractive Financial Prospects?With its stock down 3.2% over the past month, it is easy to disregard OE Solutions (KOSDAQ:138080). However, a closer...
분석 기사 • Dec 24Is It Smart To Buy OE Solutions Co., Ltd. (KOSDAQ:138080) Before It Goes Ex-Dividend?Readers hoping to buy OE Solutions Co., Ltd. ( KOSDAQ:138080 ) for its dividend will need to make their move shortly...
분석 기사 • Dec 15Is OE Solutions (KOSDAQ:138080) 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...
분석 기사 • Nov 30OE Solutions Co., Ltd.'s (KOSDAQ:138080) Intrinsic Value Is Potentially 91% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of OE Solutions Co...
분석 기사 • Nov 17Why We Like The Returns At OE Solutions (KOSDAQ:138080)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want...
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 15% share price gain to ₩50,500, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 23x in the Communications industry in South Korea. Total returns to shareholders over the past three years are 643%.
Is New 90 Day High Low • Oct 30New 90-day low: ₩43,750The company is down 27% from its price of ₩59,800 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩147,417 per share.
Is New 90 Day High Low • Oct 15New 90-day low: ₩52,200The company is down 15% from its price of ₩61,300 on 17 July 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩147,790 per share.