Aankondiging • Mar 13
JT Corporation, Annual General Meeting, Mar 27, 2026 JT Corporation, Annual General Meeting, Mar 27, 2026, at 08:00 Tokyo Standard Time. Location: auditorium, 135, 4sandan 3-ro, jiksan-eup, seobuk-gu, chungcheongnam-do, cheonan South Korea Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to ₩5,060, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 38% over the past three years. New Risk • Feb 12
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 12% 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 18% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.5% net profit margin). Market cap is less than US$100m (₩71.3b market cap, or US$49.6m). Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩7,800, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 20x in the Semiconductor industry in South Korea. Total loss to shareholders of 4.2% over the past three years. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₩5,770, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 19x in the Semiconductor industry in South Korea. Total loss to shareholders of 27% over the past three years. Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩4,855, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 17x in the Semiconductor industry in South Korea. Total loss to shareholders of 34% over the past three years. New Risk • Nov 28
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 13% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩44.4b market cap, or US$30.2m). New Risk • Sep 22
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 9.2% 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 13% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Market cap is less than US$100m (₩53.3b market cap, or US$38.3m). Reported Earnings • Mar 26
Full year 2024 earnings released: EPS: ₩457 (vs ₩601 in FY 2023) Full year 2024 results: EPS: ₩457 (down from ₩601 in FY 2023). Revenue: ₩49.5b (up 5.0% from FY 2023). Net income: ₩4.18b (down 24% from FY 2023). Profit margin: 8.4% (down from 12% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Aankondiging • Mar 08
JT Corporation, Annual General Meeting, Mar 28, 2025 JT Corporation, Annual General Meeting, Mar 28, 2025, at 08:00 Tokyo Standard Time. Location: auditorium, 135, 4sandan 3-ro, jiksan-eup, seobuk-gu, chungcheongnam-do, cheonan South Korea New Risk • Mar 05
New major risk - Share price stability The 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 13% 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 Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩38.2b market cap, or US$26.2m). New Risk • Jan 09
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 11% 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 Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₩53.1b market cap, or US$36.4m). Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩4,135, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 17x in the Semiconductor industry in South Korea. Total loss to shareholders of 57% over the past three years. New Risk • Dec 16
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 Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩33.7b market cap, or US$23.5m). New Risk • Dec 07
New major risk - Financial data availability The company's latest financial reports are more than a year old. Last reported fiscal period ended December 2014. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2014 fiscal period end). Minor Risk Market cap is less than US$100m (₩29.5b market cap, or US$20.7m). New Risk • Nov 26
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 70% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩34.2b market cap, or US$24.5m). Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩3,950, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 14x in the Semiconductor industry in South Korea. Total loss to shareholders of 58% over the past three years. Reported Earnings • Aug 17
Second quarter 2024 earnings released: EPS: ₩209 (vs ₩37.00 loss in 2Q 2023) Second quarter 2024 results: EPS: ₩209 (up from ₩37.00 loss in 2Q 2023). Revenue: ₩15.5b (up 104% from 2Q 2023). Net income: ₩1.91b (up ₩2.25b from 2Q 2023). Profit margin: 12% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩5,600, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 19x in the Semiconductor industry in South Korea. Total loss to shareholders of 40% over the past three years. New Risk • Mar 23
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (₩91.0b market cap, or US$67.7m). Reported Earnings • Mar 23
Full year 2023 earnings released: EPS: ₩601 (vs ₩1,118 in FY 2022) Full year 2023 results: EPS: ₩601 (down from ₩1,118 in FY 2022). Revenue: ₩47.2b (down 42% from FY 2022). Net income: ₩5.49b (down 64% from FY 2022). Profit margin: 12% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. New Risk • Nov 28
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.6% Last year net profit margin: 25% 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: Minor Risks Share price has been volatile over the past 3 months (9.4% average weekly change). Profit margins are more than 30% lower than last year (9.6% net profit margin). Market cap is less than US$100m (₩73.2b market cap, or US$56.5m). Buying Opportunity • Sep 08
Now 21% undervalued Over the last 90 days, the stock is up 1.9%. The fair value is estimated to be ₩10,951, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 26%. Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩8,990, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 35% over the past three years. New Risk • Jul 22
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 8.1% 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 Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩93.6b market cap, or US$72.7m). Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩10,940, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 79% over the past three years. Valuation Update With 7 Day Price Move • May 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩8,660, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 13x in the Semiconductor industry in South Korea. Total returns to shareholders of 26% over the past three years. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No 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: Lack of independent directors. Insufficient board refreshment. Aankondiging • Jul 12
JT Corporation (KOSDAQ:A089790) announces an Equity Buyback for KRW 7,500 million worth of its shares. JT Corporation (KOSDAQ:A089790) announces a share repurchase program. Under the program, the company will repurchase up to KRW 7,500 million worth of its shares according to the contract with IBK Securities. The purpose of the program is promote stock price stabilization and enhance shareholder value. The program will be valid until July 10, 2023. As of July 10, 2022, the company had 5,851 and 111,575 treasury stock holdings within the available dividend range Acquisition and other acquisitions, respectively. Valuation Update With 7 Day Price Move • Jun 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩6,590, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 57% over the past three years. Reported Earnings • May 19
First quarter 2022 earnings released: EPS: ₩419 (vs ₩167 in 1Q 2021) First quarter 2022 results: EPS: ₩419 (up from ₩167 in 1Q 2021). Revenue: ₩21.0b (up 80% from 1Q 2021). Net income: ₩4.24b (up 154% from 1Q 2021). Profit margin: 20% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No 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: Lack of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₩10,050, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total returns to shareholders of 287% over the past three years. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improved over the past week After last week's 17% share price gain to ₩8,800, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total returns to shareholders of 188% over the past three years. Is New 90 Day High Low • Mar 05
New 90-day low: ₩8,440 The company is down 18% from its price of ₩10,250 on 04 December 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 20% over the same period. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment deteriorated over the past week After last week's 22% share price decline to ₩8,600, the stock is trading at a trailing P/E ratio of 20.8x, down from the previous P/E ratio of 26.8x. This compares to an average P/E of 21x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 165%. Valuation Update With 7 Day Price Move • Dec 12
Investor sentiment improved over the past week After last week's 15% share price gain to ₩11,800, the stock is trading at a trailing P/E ratio of 28.6x, up from the previous P/E ratio of 24.8x. This compares to an average P/E of 18x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 349%. Valuation Update With 7 Day Price Move • Dec 08
Market bids up stock over the past week After last week's 17% share price gain to ₩11,850, the stock is trading at a trailing P/E ratio of 28.7x, up from the previous P/E ratio of 24.5x. This compares to an average P/E of 19x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 339%. Valuation Update With 7 Day Price Move • Dec 03
Market bids up stock over the past week After last week's 15% share price gain to ₩11,050, the stock is trading at a trailing P/E ratio of 26.8x, up from the previous P/E ratio of 23.3x. This compares to an average P/E of 21x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 309%. Valuation Update With 7 Day Price Move • Nov 30
Market pulls back on stock over the past week After last week's 16% share price decline to ₩9,960, the stock is trading at a trailing P/E ratio of 24.1x, down from the previous P/E ratio of 28.7x. This compares to an average P/E of 21x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 314%. Valuation Update With 7 Day Price Move • Nov 20
Market bids up stock over the past week After last week's 16% share price gain to ₩10,900, the stock is trading at a trailing P/E ratio of 26.4x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 20x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 335%. Is New 90 Day High Low • Nov 18
New 90-day high: ₩9,860 The company is up 72% from its price of ₩5,740 on 20 August 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 19% over the same period. Valuation Update With 7 Day Price Move • Nov 02
Market bids up stock over the past week After last week's 17% share price gain to ₩8,500, the stock is trading at a trailing P/E ratio of 15.3x, up from the previous P/E ratio of 13.1x. This compares to an average P/E of 18x in the Semiconductor industry in South Korea. Total returns to shareholders over the past three years are 256%. Is New 90 Day High Low • Oct 29
New 90-day high: ₩7,800 The company is up 16% from its price of ₩6,720 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is down 5.0% over the same period. Is New 90 Day High Low • Oct 06
New 90-day high: ₩7,210 The company is up 17% from its price of ₩6,140 on 08 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 3.0% over the same period.