Upcoming Dividend • Mar 23
Upcoming dividend of ₩250 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.6%. Within top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (5.1%). Aankondiging • Feb 24
YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2026 YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 22, uisadang-daero, yeongdeungpo-gu, seoul South Korea Upcoming Dividend • Dec 22
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.1%). Declared Dividend • Nov 08
Dividend of ₩200 announced Dividend of ₩200 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 6 years and payments have been stable during that time. Aankondiging • Nov 07
YES24 Co.,Ltd announces Annual dividend, payable on April 15, 2026 YES24 Co.,Ltd announced Annual dividend of KRW 200.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. New Risk • Aug 30
New minor risk - Financial data availability Less than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. 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 Less than 1 year of cash runway based on current free cash flow (-₩45b). Less than 3 years of financial data is available. Market cap is less than US$100m (₩96.7b market cap, or US$69.7m). New Risk • Aug 27
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). 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. Earnings have declined by 25% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩99.7b market cap, or US$71.5m). New Risk • May 29
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (₩105.7b market cap, or US$76.5m). Reported Earnings • Mar 22
Full year 2024 earnings released: EPS: ₩87.86 (vs ₩88.17 loss in FY 2023) Full year 2024 results: EPS: ₩87.86 (up from ₩88.17 loss in FY 2023). Revenue: ₩671.1b (up 2.1% from FY 2023). Net income: ₩2.19b (up ₩4.40b from FY 2023). Profit margin: 0.3% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. Aankondiging • Feb 20
YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2025 YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 22, uisadang-daero, yeongdeungpo-gu, seoul South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (3.0%). New Risk • Dec 09
New major risk - Financial data availability The 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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Market cap is less than US$100m (₩132.4b market cap, or US$93.1m). New Risk • Sep 17
New major risk - Financial data availability The 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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Buy Or Sell Opportunity • Jul 26
Now 20% undervalued Over the last 90 days, the stock has risen 29% to ₩5,960. The fair value is estimated to be ₩7,484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. New Risk • Jul 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.4% 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 4.5% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₩133.2b market cap, or US$96.3m). Reported Earnings • Mar 26
Full year 2023 earnings released: ₩145 loss per share (vs ₩62.09 profit in FY 2022) Full year 2023 results: ₩145 loss per share (down from ₩62.09 profit in FY 2022). Revenue: ₩657.8b (flat on FY 2022). Net loss: ₩3.62b (down 335% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Dec 20
Upcoming dividend of ₩200 per share at 4.2% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.5%). Reported Earnings • Mar 26
Full year 2022 earnings released: EPS: ₩62.09 (vs ₩816 in FY 2021) Full year 2022 results: EPS: ₩62.09 (down from ₩816 in FY 2021). Revenue: ₩663.8b (up 1.5% from FY 2021). Net income: ₩1.54b (down 92% from FY 2021). Profit margin: 0.2% (down from 3.1% in FY 2021). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 21
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩5,020, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 18x in the Online Retail industry in South Korea. Total returns to shareholders of 29% over the past three years. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩5,760, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Online Retail industry in South Korea. Total returns to shareholders of 39% over the past three years. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Upcoming Dividend • Dec 22
Upcoming dividend of ₩138 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 19 April 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.5%). Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩11,550, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 15x in the Online Retail industry in South Korea. Total returns to shareholders of 242% over the past three years. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 16x in the Online Retail industry in South Korea. Total returns to shareholders of 294% over the past three years. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment improved over the past week After last week's 30% share price gain to ₩17,550, the stock trades at a trailing P/E ratio of 49.9x. Average trailing P/E is 14x in the Online Retail industry in South Korea. Total returns to shareholders of 393% over the past three years. Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 12x in the Online Retail industry in South Korea. Total returns to shareholders of 307% over the past three years. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improved over the past week After last week's 15% share price gain to ₩14,050, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 12x in the Online Retail industry in South Korea. Total returns to shareholders of 281% over the past three years. Aankondiging • Feb 22
YES24 Co.,Ltd, Annual General Meeting, Mar 24, 2021 YES24 Co.,Ltd, Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time. Is New 90 Day High Low • Feb 01
New 90-day low: ₩12,600 The company is down 3.0% from its price of ₩13,050 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 11% over the same period. Is New 90 Day High Low • Dec 03
New 90-day high: ₩18,200 The company is up 65% from its price of ₩11,000 on 04 September 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period.