Announcement • Mar 07
YBM Net, Inc., Annual General Meeting, Mar 27, 2026 YBM Net, Inc., Annual General Meeting, Mar 27, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 98, jong-ro, jongno-gu, seoul South Korea Upcoming Dividend • Dec 22
Upcoming dividend of ₩100.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 23 April 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (4.9%). New Risk • Nov 21
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: 4.2% Last year net profit margin: 6.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.2% net profit margin). Market cap is less than US$100m (₩49.4b market cap, or US$33.6m). Declared Dividend • Nov 08
Dividend of ₩100.00 announced Dividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 23rd April 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.9%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. Earnings per share has grown by 71% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Nov 07
YBM Net, Inc. announces Annual dividend, payable on April 23, 2026 YBM Net, Inc. announced Annual dividend of KRW 100.0000 per share payable on April 23, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. New Risk • May 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 9.4% 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: 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 (9.4% average weekly change). Profit margins are more than 30% lower than last year (5.4% net profit margin). Market cap is less than US$100m (₩89.2b market cap, or US$62.8m). Valuation Update With 7 Day Price Move • May 12
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₩5,510, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 12x in the Consumer Services industry in South Korea. Total returns to shareholders of 20% over the past three years. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₩4,265, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 10x in the Consumer Services industry in South Korea. Total loss to shareholders of 21% over the past three years. Announcement • Mar 07
YBM Net, Inc., Annual General Meeting, Mar 28, 2025 YBM Net, Inc., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 98, jong-ro, jongno-gu, seoul South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩150 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 April 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (4.5%). Valuation Update With 7 Day Price Move • Dec 10
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩4,220, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 11x in the Consumer Services industry in South Korea. Total loss to shareholders of 35% over the past three years. Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩4,135, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 12x in the Consumer Services industry in South Korea. Total loss to shareholders of 34% over the past three years. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩5,660, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 10x in the Consumer Services industry in South Korea. Total loss to shareholders of 22% over the past three years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩150 per share at 2.8% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (3.5%). Valuation Update With 7 Day Price Move • Dec 12
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₩5,310, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Consumer Services industry in South Korea. Total loss to shareholders of 45% over the past three years. Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩5,100, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 18x in the Consumer Services industry in South Korea. Total returns to shareholders of 55% over the past three years. Upcoming Dividend • Dec 21
Upcoming dividend of ₩100.00 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 26 April 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.4%). 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. 10 experienced directors. No highly experienced directors. 1 independent director (9 non-independent directors). Chairman & CEO Sunshik Min was the last director to join the board, commencing their role in 2019. 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 28
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩3,365, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 11x in the Consumer Services industry in South Korea. Total loss to shareholders of 14% over the past three years. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩4,520, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 12x in the Consumer Services industry in South Korea. Total returns to shareholders of 36% over the past three years. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improved over the past week After last week's 18% share price gain to ₩4,260, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 11x in the Consumer Services industry in South Korea. Total returns to shareholders of 13% over the past three years. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₩4,185, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 12x in the Consumer Services industry in South Korea. Total loss to shareholders of 3.1% 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. 10 experienced directors. No highly experienced directors. 1 independent director (9 non-independent directors). Chairman & CEO Sunshik Min was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Is New 90 Day High Low • Feb 24
New 90-day low: ₩6,550 The company is down 44% from its price of ₩11,700 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 Consumer Services industry, which is up 4.0% over the same period. Is New 90 Day High Low • Jan 27
New 90-day low: ₩7,170 The company is down 19% from its price of ₩8,800 on 29 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 6.0% over the same period. Is New 90 Day High Low • Jan 08
New 90-day low: ₩7,890 The company is down 15% from its price of ₩9,260 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 Consumer Services industry, which is up 5.0% over the same period.