Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩36,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 386% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩64,130 per share. Price Target Changed • Jul 01
Price target decreased by 7.2% to ₩54,286 Down from ₩58,500, the current price target is an average from 7 analysts. New target price is 53% above last closing price of ₩35,550. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩3,315 for next year compared to ₩2,756 last year. Announcement • May 11
SILICON2 Co., Ltd. to Report Q1, 2026 Results on May 12, 2026 SILICON2 Co., Ltd. announced that they will report Q1, 2026 results at 12:00 PM, Korea Standard Time on May 12, 2026 Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₩46,900, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,541% over the past three years. Announcement • Mar 17
SILICON2 Co., Ltd., Annual General Meeting, Mar 30, 2026 SILICON2 Co., Ltd., Annual General Meeting, Mar 30, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 20, pangyo-ro 289beon-gil, bundang-gu, gyeonggi-do, seongnam South Korea Announcement • Mar 13
SILICON2 Co., Ltd. announces Annual dividend, payable on April 28, 2026 SILICON2 Co., Ltd. announced Annual dividend of KRW 306.0000 per share payable on April 28, 2026, ex-date on March 30, 2026 and record date on March 31, 2026. Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₩35,950, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 886% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩61,103 per share. Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₩41,300, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,175% over the past three years. Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩49,300, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,524% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩95,646 per share. Reported Earnings • Nov 19
Third quarter 2025 earnings released: EPS: ₩955 (vs ₩493 in 3Q 2024) Third quarter 2025 results: EPS: ₩955 (up from ₩493 in 3Q 2024). Revenue: ₩299.4b (up 60% from 3Q 2024). Net income: ₩58.4b (up 96% from 3Q 2024). Profit margin: 20% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 175% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Aug 13
Consensus EPS estimates fall by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.09b to ₩1.07b. EPS estimate also fell from ₩2,791 per share to ₩2,482 per share. Net income forecast to grow 26% next year vs 16% growth forecast for Retail Distributors industry in South Korea. Consensus price target down from ₩59,500 to ₩56,500. Share price fell 16% to ₩43,650 over the past week. Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩43,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,517% over the past three years. Announcement • Aug 09
SILICON2 Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025 SILICON2 Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025 New Risk • Jul 22
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). High level of non-cash earnings (62% accrual ratio). Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩51,700, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,062% over the past three years. Price Target Changed • Jul 02
Price target increased by 14% to ₩58,800 Up from ₩51,600, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of ₩55,900. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₩2,791 for next year compared to ₩1,990 last year. Buy Or Sell Opportunity • Jun 12
Now 23% undervalued Over the last 90 days, the stock has risen 107% to ₩55,400. The fair value is estimated to be ₩72,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 62% over the last 3 years. Earnings per share has grown by 89%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩47,200, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,769% over the past three years. Major Estimate Revision • May 14
Consensus revenue estimates increase by 15% The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩929.0m to ₩1.07b. EPS estimate unchanged from ₩2,306 at last update. Retail Distributors industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩47,250 unchanged from last update. Share price rose 2.0% to ₩37,850 over the past week. Buy Or Sell Opportunity • May 08
Now 28% overvalued after recent price rise Over the last 90 days, the stock has risen 45% to ₩41,300. The fair value is estimated to be ₩32,358, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 91%. Revenue is forecast to grow by 92% in 2 years. Earnings are forecast to grow by 83% in the next 2 years. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩32,100, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 976% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩31,568 per share. Announcement • Mar 21
SILICON2 Co., Ltd. announced that it has received KRW 144.00002708 billion in funding On March 20, 2025, SILICON2 Co., Ltd closed the transaction. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩35,950, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Retail Distributors industry in Asia. Total returns to shareholders of 1,122% over the past three years. Valuation Update With 7 Day Price Move • Dec 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩30,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Retail Distributors industry in Asia. Total returns to shareholders of 817% over the past three years. New Risk • Nov 14
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 12% 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 (12% average weekly change). High level of non-cash earnings (51% accrual ratio). Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 31% After last week's 31% share price decline to ₩27,950, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Retail Distributors industry in Asia. Total returns to shareholders of 747% over the past three years. Major Estimate Revision • Aug 21
Consensus EPS estimates increase by 13% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩708.7m to ₩756.8m. EPS estimate increased from ₩1,823 to ₩2,058 per share. Net income forecast to grow 94% next year vs 10% growth forecast for Retail Distributors industry in South Korea. Consensus price target of ₩63,667 unchanged from last update. Share price rose 9.8% to ₩44,350 over the past week. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: ₩551 (vs ₩142 in 2Q 2023) Second quarter 2024 results: EPS: ₩551 (up from ₩142 in 2Q 2023). Revenue: ₩181.4b (up 132% from 2Q 2023). Net income: ₩33.3b (up 289% from 2Q 2023). Profit margin: 18% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩47,400, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 623% over the past year. Valuation Update With 7 Day Price Move • Jul 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₩43,250, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Retail Distributors industry in Asia. Total returns to shareholders of 452% over the past year. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₩50,300, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 697% over the past year. Valuation Update With 7 Day Price Move • May 27
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩36,400, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 601% over the past year. Buy Or Sell Opportunity • May 10
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 227% to ₩26,250. The fair value is estimated to be ₩20,741, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 66%. Revenue is forecast to grow by 113% in 2 years. Earnings are forecast to grow by 95% in the next 2 years. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improves as stock rises 36% After last week's 36% share price gain to ₩20,200, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Retail Distributors industry in Asia. Total returns to shareholders of 352% over the past year. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩13,760, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 378% over the past year. New Risk • Apr 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 12% 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 (12% average weekly change). High level of non-cash earnings (61% accrual ratio). Reported Earnings • Mar 24
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: ₩631 (up from ₩186 in FY 2022). Revenue: ₩342.9b (up 108% from FY 2022). Net income: ₩38.0b (up 241% from FY 2022). Profit margin: 11% (up from 6.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia. Valuation Update With 7 Day Price Move • Mar 20
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩10,750, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 238% over the past year. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩10,400, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Retail Distributors industry in Asia. Total returns to shareholders of 228% over the past year. Reported Earnings • Nov 19
Third quarter 2023 earnings released: EPS: ₩218 (vs ₩75.00 in 3Q 2022) Third quarter 2023 results: EPS: ₩218 (up from ₩75.00 in 3Q 2022). Revenue: ₩101.0b (up 119% from 3Q 2022). Net income: ₩13.1b (up 197% from 3Q 2022). Profit margin: 13% (up from 9.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in Asia. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩8,880, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 287% over the past year. Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₩8,060, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Retail Distributors industry in Asia. Total returns to shareholders of 333% over the past year. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩9,080, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Retail Distributors industry in Asia. Total returns to shareholders of 317% over the past year. Valuation Update With 7 Day Price Move • Jul 25
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩6,560, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 61% over the past year. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩7,830, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 15x in the Retail Distributors industry in Asia. Total returns to shareholders of 84% over the past year. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩7,100, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 37x in the Retail Distributors industry in South Korea. Total returns to shareholders of 251% over the past year. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩5,980, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 131% over the past year. Reported Earnings • May 14
First quarter 2023 earnings released: EPS: ₩105 (vs ₩33.00 in 1Q 2022) First quarter 2023 results: EPS: ₩105 (up from ₩33.00 in 1Q 2022). Revenue: ₩58.0b (up 64% from 1Q 2022). Net income: ₩6.33b (up 220% from 1Q 2022). Profit margin: 11% (up from 5.6% in 1Q 2022). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩3,855, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 43% over the past year. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩3,555, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 16x in the Retail Distributors industry in Asia. Total returns to shareholders of 18% over the past year. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩3,820, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Total returns to shareholders of 30% over the past year. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩3,460, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 25x in the Online Retail industry in South Korea. Total returns to shareholders of 11% over the past year. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩2,975, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Total loss to shareholders of 1.9% over the past year. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment improved over the past week After last week's 18% share price gain to ₩3,220, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 22x in the Online Retail industry in South Korea. Negligible returns to shareholders over past year. Valuation Update With 7 Day Price Move • Dec 07
Investor sentiment improved over the past week After last week's 21% share price gain to ₩2,655, the stock trades at a trailing P/E ratio of 16.7x. Average trailing P/E is 18x in the Online Retail industry in South Korea. Total loss to shareholders of 21% over the past year. Reported Earnings • Nov 11
Third quarter 2022 earnings released: EPS: ₩75.00 (vs ₩46.00 in 3Q 2021) Third quarter 2022 results: EPS: ₩75.00 (up from ₩46.00 in 3Q 2021). Revenue: ₩46.1b (up 44% from 3Q 2021). Net income: ₩4.42b (up 77% from 3Q 2021). Profit margin: 9.6% (up from 7.8% in 3Q 2021). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Oct 25
Investor sentiment improved over the past week After last week's 32% share price gain to ₩2,455, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 19x in the Online Retail industry in South Korea. Total loss to shareholders of 31% over the past year. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorated over the past week After last week's 28% share price decline to ₩3,155, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 9x in the Online Retail industry in South Korea. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improved over the past week After last week's 24% share price gain to ₩5,290, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 7x in the Online Retail industry in South Korea. 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 ₩12,700, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 9x in the Online Retail industry in South Korea. Buying Opportunity • Jun 09
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be ₩19,187, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has declined by 29%.