Valuation Update With 7 Day Price Move • 17h
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to ₩46,150, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 25% over the past three years. New Risk • Jun 29
New major risk - Revenue and earnings growth Earnings have declined by 0.9% 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 0.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (7.3% net profit margin). Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₩60,900, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 63% over the past three years. New Risk • Jun 06
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: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (7.3% net profit margin). Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩62,300, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 66% over the past three years. New Risk • Apr 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 13% 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 (13% average weekly change). Profit margins are more than 30% lower than last year (5.3% net profit margin). Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩52,200, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Chemicals industry in South Korea. Total returns to shareholders of 68% over the past three years. Reported Earnings • Mar 24
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: ₩1,226 (down from ₩2,540 in FY 2024). Revenue: ₩1.19t (up 7.3% from FY 2024). Net income: ₩63.0b (down 52% from FY 2024). Profit margin: 5.3% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Announcement • Mar 13
Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2026 Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 123, central-ro, yeonsu-gu, incheon South Korea Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩48,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 43% over the past three years. Declared Dividend • Dec 25
Dividend increased to ₩600 Dividend of ₩600 is 200% higher than last year. Ex-date: 29th December 2025 Payment date: 1st January 1970 Dividend yield will be 1.6%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 9%. Announcement • Dec 08
Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) announces an Equity Buyback for KRW 20,000 million worth of its shares. Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) announces a share repurchase program. Under the program, the company will repurchase up to KRW 20,000 million worth of its shares. The purpose of the program is to enhance shareholder value and stabilize stock prices. The program will be valid until June 6, 2025. As of December 7, 2025, the company had 0 shares in treasury under the dividend capacity and 0 shares in treasury under other capacities. Valuation Update With 7 Day Price Move • Dec 01
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₩40,150, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 24% over the past three years. New Risk • Nov 27
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: 6.7% Last year net profit margin: 11% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩35,800, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 8.5% over the past three years. Buy Or Sell Opportunity • Sep 18
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 24% to ₩38,500. The fair value is estimated to be ₩31,980, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.2%. Valuation Update With 7 Day Price Move • Sep 10
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩33,150, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 5.2% over the past three years. Announcement • Sep 02
Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. agreed to acquire 70% stake in Huizhou Dongjin Semichem Co., Ltd. from Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) for KRW 55.4 billion. Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. agreed to acquire 70% stake in Huizhou Dongjin Semichem Co., Ltd. from Dongjin Semichem Co., Ltd. (KOSDAQ:A005290) for KRW 55.4 billion on August 30, 2025. A cash consideration of KRW 55.4 billion will be paid by Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise and Qingdao Dong Furniture Industry Investment Group Co., Ltd. As part of consideration, KRW 55.4 billion is paid towards common equity of Huizhou Dongjin Semichem Co., Ltd. In a related transaction, Qingdao Dong Furniture Industry Investment Group Co., Ltd. and Qingdao Truesino Optoelectronic Industry Investment Fund Integration Enterprise shall also acquire 70% stake in Chengdu Dongjin Semichem Co., Ltd., Chongqing Dongjin Semichem Electronic Materials Co., Ltd. (China), Huizhou Dongjin Semichem Co., Ltd., Fuzhou Dongjin Semichem Co., Ltd. and 100% of display electronic materials business of Dongjin Electronic Materials (Gyedong) Co., Ltd. The total deal value of the transactions is KRW 179.5 billion.
The expected completion of the transaction is May 31, 2026. Reported Earnings • Mar 19
Full year 2024 earnings released: EPS: ₩3,010 (vs ₩2,476 in FY 2023) Full year 2024 results: EPS: ₩3,010 (up from ₩2,476 in FY 2023). Revenue: ₩1.41t (up 7.5% from FY 2023). Net income: ₩154.8b (up 22% from FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Announcement • Mar 13
Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2025 Dongjin Semichem Co., Ltd., Annual General Meeting, Mar 27, 2025, at 09:30 Tokyo Standard Time. Location: auditorium, 373, chogeum-ro, eumseong-gun, chungcheongbuk-do, South Korea Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₩25,750, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 26% over the past three years. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩24,150, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 39% over the past three years. 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Nov 13
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₩23,100, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 37% over the past three years. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩29,650, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Negligible returns to shareholders over past three years. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₩47,950, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total returns to shareholders of 41% over the past three years. Reported Earnings • Mar 15
Full year 2023 earnings released: EPS: ₩2,476 (vs ₩3,102 in FY 2022) Full year 2023 results: EPS: ₩2,476 (down from ₩3,102 in FY 2022). Revenue: ₩1.31t (down 10% from FY 2022). Net income: ₩127.3b (down 20% from FY 2022). Profit margin: 9.7% (down from 11% 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 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 20
Upcoming dividend of ₩130 per share at 0.3% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%). Buying Opportunity • Aug 10
Now 20% undervalued Over the last 90 days, the stock is up 19%. The fair value is estimated to be ₩45,437, 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 32%. Revenue is forecast to grow by 0.09% in 2 years. Earnings is forecast to decline by 6.5% in the next 2 years. New Risk • Jul 13
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 8.0% 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 are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change). Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩42,100, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 55% over the past three years. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩35,200, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 95% over the past three years. Buying Opportunity • May 11
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be ₩38,071, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is also forecast to grow by 0.4% per annum over the same time period. Reported Earnings • Mar 19
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: ₩3,102 (up from ₩2,008 in FY 2021). Revenue: ₩1.46t (up 26% from FY 2021). Net income: ₩159.5b (up 54% from FY 2021). Profit margin: 11% (up from 8.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Chemicals industry in South Korea are expected to grow by 16%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩31,250, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 168% over the past three years. Upcoming Dividend • Dec 21
Upcoming dividend of ₩110 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 3.5% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%). 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. 6 experienced directors. No highly experienced directors. 2 independent directors (4 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 • Nov 11
Investor sentiment improved over the past week After last week's 16% share price gain to ₩33,550, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 120% 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. 6 experienced directors. No highly experienced directors. 2 independent directors (4 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 • Mar 21
Investor sentiment improved over the past week After last week's 15% share price gain to ₩36,700, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total returns to shareholders of 245% over the past three years. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩43,300, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 17x in the Chemicals industry in South Korea. Total returns to shareholders of 490% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of ₩100.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.5%). Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment improved over the past week After last week's 33% share price gain to ₩42,500, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 17x in the Chemicals industry in South Korea. Total returns to shareholders of 489% over the past three years. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improved over the past week After last week's 20% share price gain to ₩36,800, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 19x in the Chemicals industry in South Korea. Total returns to shareholders of 360% over the past three years. Valuation Update With 7 Day Price Move • Sep 17
Investor sentiment improved over the past week After last week's 20% share price gain to ₩30,950, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 20x in the Chemicals industry in South Korea. Total returns to shareholders of 226% over the past three years. Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment improved over the past week After last week's 16% share price gain to ₩33,200, the stock trades at a trailing P/E ratio of 20x, up from the previous P/E ratio of 17.3x. Average P/E is 18x in the Chemicals industry in South Korea. Total returns to shareholders over the past three years are 104%. Is New 90 Day High Low • Mar 08
New 90-day low: ₩29,600 The company is down 10.0% from its price of ₩32,850 on 08 December 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. Is New 90 Day High Low • Dec 15
New 90-day high: ₩33,950 The company is up 3.0% from its price of ₩32,900 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period. Is New 90 Day High Low • Oct 14
New 90-day low: ₩28,200 The company is down 2.0% from its price of ₩28,650 on 16 July 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 Chemicals industry, which is up 25% over the same period.