View Future GrowthYmc 과거 순이익 실적과거 기준 점검 1/6Ymc의 수입은 연평균 -12.4%의 비율로 감소해 온 반면, Electronic 산업은 수입이 연평균 6.5% 증가했습니다. 매출은 연평균 0.4%의 비율로 증가해 왔습니다. Ymc의 자기자본이익률은 0.9%이고 순이익률은 0.8%입니다.핵심 정보-12.38%순이익 성장률-11.89%주당순이익(EPS) 성장률Electronic 산업 성장률21.63%매출 성장률0.40%자기자본이익률0.90%순이익률0.76%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트분석 기사 • Nov 26Ymc's (KOSDAQ:155650) Shareholders Have More To Worry About Than Only Soft EarningsInvestors were disappointed by Ymc Co., Ltd.'s ( KOSDAQ:155650 ) latest earnings release. We did some further digging...분석 기사 • Mar 21Ymc's (KOSDAQ:155650) Weak Earnings May Only Reveal A Part Of The Whole PictureYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₩366 (vs ₩752 in FY 2023)Full year 2024 results: EPS: ₩366 (down from ₩752 in FY 2023). Revenue: ₩167.7b (down 18% from FY 2023). Net income: ₩6.76b (down 51% from FY 2023). Profit margin: 4.0% (down from 6.7% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.분석 기사 • Mar 22Ymc's (KOSDAQ:155650) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩752 (vs ₩1,041 in FY 2022)Full year 2023 results: EPS: ₩752 (down from ₩1,041 in FY 2022). Revenue: ₩204.6b (down 13% from FY 2022). Net income: ₩13.7b (down 29% from FY 2022). Profit margin: 6.7% (down from 8.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • May 17First quarter 2023 earnings released: EPS: ₩257 (vs ₩185 in 1Q 2022)First quarter 2023 results: EPS: ₩257 (up from ₩185 in 1Q 2022). Revenue: ₩53.3b (up 11% from 1Q 2022). Net income: ₩4.68b (up 35% from 1Q 2022). Profit margin: 8.8% (up from 7.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 76% p.a. on average during the next 2 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 58% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩4,905, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 18x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past three years.공시 • Mar 06Ymc Co., Ltd., Annual General Meeting, Mar 23, 2026Ymc Co., Ltd., Annual General Meeting, Mar 23, 2026, at 08:30 Tokyo Standard Time. Location: conference room, 154-25, asanvalleyjungang-ro, dunpo-myeon, chungcheongnam-do, asan South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩3,375, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total loss to shareholders of 39% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩75.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%).분석 기사 • Nov 26Ymc's (KOSDAQ:155650) Shareholders Have More To Worry About Than Only Soft EarningsInvestors were disappointed by Ymc Co., Ltd.'s ( KOSDAQ:155650 ) latest earnings release. We did some further digging...New Risk • Nov 26New major risk - Revenue and earnings growthEarnings have declined by 5.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (₩57.2b market cap, or US$39.1m).분석 기사 • Nov 10Ymc (KOSDAQ:155650) Is Due To Pay A Dividend Of ₩75.00The board of Ymc Co., Ltd. ( KOSDAQ:155650 ) has announced that it will pay a dividend of ₩75.00 per share on the 15th...Declared Dividend • Nov 08Dividend of ₩75.00 announcedDividend of ₩75.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (341% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 56% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.1% EPS decline seen over the last 5 years.공시 • Nov 07Ymc Co., Ltd. announces Annual dividend, payable on April 15, 2026Ymc Co., Ltd. announced Annual dividend of KRW 75.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.분석 기사 • Nov 05Ymc (KOSDAQ:155650) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...분석 기사 • Mar 21Ymc's (KOSDAQ:155650) Weak Earnings May Only Reveal A Part Of The Whole PictureYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₩366 (vs ₩752 in FY 2023)Full year 2024 results: EPS: ₩366 (down from ₩752 in FY 2023). Revenue: ₩167.7b (down 18% from FY 2023). Net income: ₩6.76b (down 51% from FY 2023). Profit margin: 4.0% (down from 6.7% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.공시 • Mar 08Ymc Co., Ltd., Annual General Meeting, Mar 24, 2025Ymc Co., Ltd., Annual General Meeting, Mar 24, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 154-25, asanvalleyjungang-ro, dunpo-myeon, chungcheongnam-do, asan South Korea분석 기사 • Feb 10Does Ymc (KOSDAQ:155650) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 6.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩60.1b market cap, or US$41.9m).분석 기사 • Dec 09We Like These Underlying Return On Capital Trends At Ymc (KOSDAQ:155650)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...분석 기사 • Dec 09Some Ymc Co., Ltd. (KOSDAQ:155650) Shareholders Look For Exit As Shares Take 25% PoundingYmc Co., Ltd. ( KOSDAQ:155650 ) shareholders that were waiting for something to happen have been dealt a blow with a...분석 기사 • Nov 13Calculating The Fair Value Of Ymc Co., Ltd. (KOSDAQ:155650)Key Insights The projected fair value for Ymc is ₩3,420 based on Dividend Discount Model Current share price of ₩3,650...Buy Or Sell Opportunity • Oct 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to ₩4,175. The fair value is estimated to be ₩3,439, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 13%.Buy Or Sell Opportunity • Sep 28Now 22% overvaluedOver the last 90 days, the stock has fallen 4.6% to ₩4,215. The fair value is estimated to be ₩3,445, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 13%.공시 • Sep 02Ymc Co., Ltd. (KOSDAQ:A155650) announces an Equity Buyback for KRW 2,000 million worth of its shares.Ymc Co., Ltd. (KOSDAQ:A155650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares pursuant to a contract with Mirae Asset Securities. The purpose of the program is to increase shareholder value and to stabilize stock price. The program will expire on September 1, 2025. As of September 1, 2024, the company had 1,265,046 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.분석 기사 • Aug 12Estimating The Fair Value Of Ymc Co., Ltd. (KOSDAQ:155650)Key Insights Using the Dividend Discount Model, Ymc fair value estimate is ₩3,427 Current share price of ₩3,855...New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.7% Last year net profit margin: 8.5% 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 Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.7% net profit margin). Market cap is less than US$100m (₩87.9b market cap, or US$64.6m).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩5,810, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Electronic industry in South Korea. Total loss to shareholders of 31% over the past three years.분석 기사 • Mar 22Ymc's (KOSDAQ:155650) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩752 (vs ₩1,041 in FY 2022)Full year 2023 results: EPS: ₩752 (down from ₩1,041 in FY 2022). Revenue: ₩204.6b (down 13% from FY 2022). Net income: ₩13.7b (down 29% from FY 2022). Profit margin: 6.7% (down from 8.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Mar 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% 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 Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Market cap is less than US$100m (₩92.3b market cap, or US$69.1m).Upcoming Dividend • Dec 20Upcoming dividend of ₩250 per share at 4.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).New Risk • Jul 13New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩7,680, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 29% over the past three years.Reported Earnings • May 17First quarter 2023 earnings released: EPS: ₩257 (vs ₩185 in 1Q 2022)First quarter 2023 results: EPS: ₩257 (up from ₩185 in 1Q 2022). Revenue: ₩53.3b (up 11% from 1Q 2022). Net income: ₩4.68b (up 35% from 1Q 2022). Profit margin: 8.8% (up from 7.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 76% p.a. on average during the next 2 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 58% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 14Full year 2022 earnings released: EPS: ₩1,041 (vs ₩560 in FY 2021)Full year 2022 results: EPS: ₩1,041 (up from ₩560 in FY 2021). Revenue: ₩235.4b (up 31% from FY 2021). Net income: ₩19.4b (up 85% from FY 2021). Profit margin: 8.2% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 70% p.a. on average during the next 2 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 66% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 20 April 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₩270 (vs ₩205 in 3Q 2021)Third quarter 2022 results: EPS: ₩270 (up from ₩205 in 3Q 2021). Revenue: ₩55.9b (up 16% from 3Q 2021). Net income: ₩5.05b (up 121% from 3Q 2021). Profit margin: 9.0% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Sep 14Ymc Co., Ltd. (KOSDAQ:A155650) announces an Equity Buyback for KRW 3,000 million worth of its shares.Ymc Co., Ltd. (KOSDAQ:A155650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares pursuant to a contract with Mirae Asset Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on March 13, 2023. As of September 13, 2022, the company had 1,267,220 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩6,150, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 2.0% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 20 April 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩6,800, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past three years.분석 기사 • Mar 11Returns On Capital At Ymc (KOSDAQ:155650) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Feb 02Ymc (KOSDAQ:155650) Has Rewarded Shareholders With An Exceptional 477% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...분석 기사 • Dec 29Are Ymc Co., Ltd.'s (KOSDAQ:155650) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?With its stock down 29% over the past three months, it is easy to disregard Ymc (KOSDAQ:155650). However, stock prices...Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 16% share price decline to ₩9,290, the stock is trading at a trailing P/E ratio of 26.4x, down from the previous P/E ratio of 31.4x. This compares to an average P/E of 25x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 35%.분석 기사 • Nov 24Does Ymc's (KOSDAQ:155650) Statutory Profit Adequately Reflect Its Underlying Profit?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 19% share price gain to ₩9,840, the stock is trading at a trailing P/E ratio of 36.5x, up from the previous P/E ratio of 30.8x. This compares to an average P/E of 22x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 25%.Valuation Update With 7 Day Price Move • Oct 21Market pulls back on stock over the past weekAfter last week's 20% share price decline to ₩8,600, the stock is trading at a trailing P/E ratio of 31.9x, down from the previous P/E ratio of 39.9x. This compares to an average P/E of 22x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 22%.Is New 90 Day High Low • Oct 19New 90-day low: ₩9,990The company is down 13% from its price of ₩11,450 on 21 July 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Oct 19Market pulls back on stock over the past weekAfter last week's 16% share price decline to ₩9,990, the stock is trading at a trailing P/E ratio of 37.1x, down from the previous P/E ratio of 44.2x. This compares to an average P/E of 23x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 10%.매출 및 비용 세부 내역Ymc가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSDAQ:A155650 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Dec 25172,7771,32214,0201,81830 Sep 25171,1924,00813,4542,89230 Jun 25171,7973,47913,3642,93331 Mar 25172,1884,57213,0182,94031 Dec 24167,7306,75512,1463,01430 Sep 24161,6735,67112,3951,86930 Jun 24170,1188,27111,7031,73731 Mar 24187,92010,75611,5531,63331 Dec 23204,63313,71011,5531,42230 Sep 23252,98120,39811,8871,39030 Jun 23258,86721,82411,3731,49431 Mar 23240,83220,56511,0731,55631 Dec 22235,38119,35610,3821,70130 Sep 22200,99815,9918,9871,70630 Jun 22193,26413,2258,7521,77431 Mar 22199,33912,5878,1421,71931 Dec 21179,11110,4868,2032,07430 Sep 21174,4798,1948,8562,51930 Jun 21164,1197,7288,7292,46431 Mar 21141,2767,1098,5862,45831 Dec 20145,8017,5558,6242,09530 Sep 20132,4456,6878,0441,56530 Jun 20138,2915,1598,4081,57831 Mar 20157,994-1,4269,6651,63731 Dec 19167,066-1,62110,0171,63830 Sep 19182,229-3,14210,1481,61430 Jun 19215,1102,94710,0661,48631 Mar 19237,67412,3519,3671,43531 Dec 18240,87515,8579,1161,38330 Sep 18219,04517,4767,9982,31230 Jun 18187,14614,7948,3801,96431 Mar 18163,49618,5128,9241,36231 Dec 17154,02316,4788,5831,29930 Sep 17175,11719,7989,33431530 Jun 17153,36817,1508,50853131 Mar 17133,23811,4357,14390031 Dec 16122,8089,1707,24382630 Sep 1687,3484,8047,47368430 Jun 1677,3464,7227,10446831 Mar 1665,7852,7476,86361031 Dec 1553,1362,0636,19658230 Sep 1551,5342,3275,31763030 Jun 1552,0582,1255,510630양질의 수익: A155650는 고품질 수익을 보유하고 있습니다.이익 마진 증가: A155650의 현재 순 이익률 (0.8%)은 지난해 (4%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A155650의 수익은 지난 5년 동안 연평균 12.4% 감소했습니다.성장 가속화: A155650은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: A155650은 지난 1년 동안 수익이 감소(-80.4%)하여 Electronic 업계 평균(-4.4%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: A155650의 자본 수익률(0.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 15:20종가2026/05/22 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 소스Ymc Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Bong Jong KohDaishin Securities Co. Ltd.Jun Young HaiM SecuritiesKap-Ho KimKyobo Securities Co., Ltd2명의 분석가 더 보기
분석 기사 • Nov 26Ymc's (KOSDAQ:155650) Shareholders Have More To Worry About Than Only Soft EarningsInvestors were disappointed by Ymc Co., Ltd.'s ( KOSDAQ:155650 ) latest earnings release. We did some further digging...
분석 기사 • Mar 21Ymc's (KOSDAQ:155650) Weak Earnings May Only Reveal A Part Of The Whole PictureYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₩366 (vs ₩752 in FY 2023)Full year 2024 results: EPS: ₩366 (down from ₩752 in FY 2023). Revenue: ₩167.7b (down 18% from FY 2023). Net income: ₩6.76b (down 51% from FY 2023). Profit margin: 4.0% (down from 6.7% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.
분석 기사 • Mar 22Ymc's (KOSDAQ:155650) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩752 (vs ₩1,041 in FY 2022)Full year 2023 results: EPS: ₩752 (down from ₩1,041 in FY 2022). Revenue: ₩204.6b (down 13% from FY 2022). Net income: ₩13.7b (down 29% from FY 2022). Profit margin: 6.7% (down from 8.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • May 17First quarter 2023 earnings released: EPS: ₩257 (vs ₩185 in 1Q 2022)First quarter 2023 results: EPS: ₩257 (up from ₩185 in 1Q 2022). Revenue: ₩53.3b (up 11% from 1Q 2022). Net income: ₩4.68b (up 35% from 1Q 2022). Profit margin: 8.8% (up from 7.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 76% p.a. on average during the next 2 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 58% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩4,905, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 18x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past three years.
공시 • Mar 06Ymc Co., Ltd., Annual General Meeting, Mar 23, 2026Ymc Co., Ltd., Annual General Meeting, Mar 23, 2026, at 08:30 Tokyo Standard Time. Location: conference room, 154-25, asanvalleyjungang-ro, dunpo-myeon, chungcheongnam-do, asan South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩3,375, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total loss to shareholders of 39% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩75.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%).
분석 기사 • Nov 26Ymc's (KOSDAQ:155650) Shareholders Have More To Worry About Than Only Soft EarningsInvestors were disappointed by Ymc Co., Ltd.'s ( KOSDAQ:155650 ) latest earnings release. We did some further digging...
New Risk • Nov 26New major risk - Revenue and earnings growthEarnings have declined by 5.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (₩57.2b market cap, or US$39.1m).
분석 기사 • Nov 10Ymc (KOSDAQ:155650) Is Due To Pay A Dividend Of ₩75.00The board of Ymc Co., Ltd. ( KOSDAQ:155650 ) has announced that it will pay a dividend of ₩75.00 per share on the 15th...
Declared Dividend • Nov 08Dividend of ₩75.00 announcedDividend of ₩75.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (341% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 56% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.1% EPS decline seen over the last 5 years.
공시 • Nov 07Ymc Co., Ltd. announces Annual dividend, payable on April 15, 2026Ymc Co., Ltd. announced Annual dividend of KRW 75.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
분석 기사 • Nov 05Ymc (KOSDAQ:155650) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
분석 기사 • Mar 21Ymc's (KOSDAQ:155650) Weak Earnings May Only Reveal A Part Of The Whole PictureYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₩366 (vs ₩752 in FY 2023)Full year 2024 results: EPS: ₩366 (down from ₩752 in FY 2023). Revenue: ₩167.7b (down 18% from FY 2023). Net income: ₩6.76b (down 51% from FY 2023). Profit margin: 4.0% (down from 6.7% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.
공시 • Mar 08Ymc Co., Ltd., Annual General Meeting, Mar 24, 2025Ymc Co., Ltd., Annual General Meeting, Mar 24, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 154-25, asanvalleyjungang-ro, dunpo-myeon, chungcheongnam-do, asan South Korea
분석 기사 • Feb 10Does Ymc (KOSDAQ:155650) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 6.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%).
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩60.1b market cap, or US$41.9m).
분석 기사 • Dec 09We Like These Underlying Return On Capital Trends At Ymc (KOSDAQ:155650)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...
분석 기사 • Dec 09Some Ymc Co., Ltd. (KOSDAQ:155650) Shareholders Look For Exit As Shares Take 25% PoundingYmc Co., Ltd. ( KOSDAQ:155650 ) shareholders that were waiting for something to happen have been dealt a blow with a...
분석 기사 • Nov 13Calculating The Fair Value Of Ymc Co., Ltd. (KOSDAQ:155650)Key Insights The projected fair value for Ymc is ₩3,420 based on Dividend Discount Model Current share price of ₩3,650...
Buy Or Sell Opportunity • Oct 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to ₩4,175. The fair value is estimated to be ₩3,439, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 13%.
Buy Or Sell Opportunity • Sep 28Now 22% overvaluedOver the last 90 days, the stock has fallen 4.6% to ₩4,215. The fair value is estimated to be ₩3,445, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 13%.
공시 • Sep 02Ymc Co., Ltd. (KOSDAQ:A155650) announces an Equity Buyback for KRW 2,000 million worth of its shares.Ymc Co., Ltd. (KOSDAQ:A155650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares pursuant to a contract with Mirae Asset Securities. The purpose of the program is to increase shareholder value and to stabilize stock price. The program will expire on September 1, 2025. As of September 1, 2024, the company had 1,265,046 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.
분석 기사 • Aug 12Estimating The Fair Value Of Ymc Co., Ltd. (KOSDAQ:155650)Key Insights Using the Dividend Discount Model, Ymc fair value estimate is ₩3,427 Current share price of ₩3,855...
New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.7% Last year net profit margin: 8.5% 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 Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.7% net profit margin). Market cap is less than US$100m (₩87.9b market cap, or US$64.6m).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩5,810, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Electronic industry in South Korea. Total loss to shareholders of 31% over the past three years.
분석 기사 • Mar 22Ymc's (KOSDAQ:155650) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsYmc Co., Ltd.'s ( KOSDAQ:155650 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩752 (vs ₩1,041 in FY 2022)Full year 2023 results: EPS: ₩752 (down from ₩1,041 in FY 2022). Revenue: ₩204.6b (down 13% from FY 2022). Net income: ₩13.7b (down 29% from FY 2022). Profit margin: 6.7% (down from 8.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Mar 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% 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 Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Market cap is less than US$100m (₩92.3b market cap, or US$69.1m).
Upcoming Dividend • Dec 20Upcoming dividend of ₩250 per share at 4.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%).
New Risk • Jul 13New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩7,680, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 29% over the past three years.
Reported Earnings • May 17First quarter 2023 earnings released: EPS: ₩257 (vs ₩185 in 1Q 2022)First quarter 2023 results: EPS: ₩257 (up from ₩185 in 1Q 2022). Revenue: ₩53.3b (up 11% from 1Q 2022). Net income: ₩4.68b (up 35% from 1Q 2022). Profit margin: 8.8% (up from 7.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 76% p.a. on average during the next 2 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 58% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 14Full year 2022 earnings released: EPS: ₩1,041 (vs ₩560 in FY 2021)Full year 2022 results: EPS: ₩1,041 (up from ₩560 in FY 2021). Revenue: ₩235.4b (up 31% from FY 2021). Net income: ₩19.4b (up 85% from FY 2021). Profit margin: 8.2% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 70% p.a. on average during the next 2 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 66% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 20 April 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.0%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₩270 (vs ₩205 in 3Q 2021)Third quarter 2022 results: EPS: ₩270 (up from ₩205 in 3Q 2021). Revenue: ₩55.9b (up 16% from 3Q 2021). Net income: ₩5.05b (up 121% from 3Q 2021). Profit margin: 9.0% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Sep 14Ymc Co., Ltd. (KOSDAQ:A155650) announces an Equity Buyback for KRW 3,000 million worth of its shares.Ymc Co., Ltd. (KOSDAQ:A155650) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares pursuant to a contract with Mirae Asset Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on March 13, 2023. As of September 13, 2022, the company had 1,267,220 shares in treasury within scope available for dividend and had no shares in treasury through other repurchase.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩6,150, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 13x in the Electronic industry in South Korea. Total returns to shareholders of 2.0% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 20 April 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.4%).
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩6,800, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past three years.
분석 기사 • Mar 11Returns On Capital At Ymc (KOSDAQ:155650) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Feb 02Ymc (KOSDAQ:155650) Has Rewarded Shareholders With An Exceptional 477% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...
분석 기사 • Dec 29Are Ymc Co., Ltd.'s (KOSDAQ:155650) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?With its stock down 29% over the past three months, it is easy to disregard Ymc (KOSDAQ:155650). However, stock prices...
Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 16% share price decline to ₩9,290, the stock is trading at a trailing P/E ratio of 26.4x, down from the previous P/E ratio of 31.4x. This compares to an average P/E of 25x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 35%.
분석 기사 • Nov 24Does Ymc's (KOSDAQ:155650) Statutory Profit Adequately Reflect Its Underlying Profit?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 19% share price gain to ₩9,840, the stock is trading at a trailing P/E ratio of 36.5x, up from the previous P/E ratio of 30.8x. This compares to an average P/E of 22x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 25%.
Valuation Update With 7 Day Price Move • Oct 21Market pulls back on stock over the past weekAfter last week's 20% share price decline to ₩8,600, the stock is trading at a trailing P/E ratio of 31.9x, down from the previous P/E ratio of 39.9x. This compares to an average P/E of 22x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 22%.
Is New 90 Day High Low • Oct 19New 90-day low: ₩9,990The company is down 13% from its price of ₩11,450 on 21 July 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Oct 19Market pulls back on stock over the past weekAfter last week's 16% share price decline to ₩9,990, the stock is trading at a trailing P/E ratio of 37.1x, down from the previous P/E ratio of 44.2x. This compares to an average P/E of 23x in the Electronic industry in South Korea. Total return to shareholders over the past three years is a loss of 10%.