Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₩1,935, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total loss to shareholders of 41% over the past three years. Announcement • Jul 01
Sejin T.S Co.,Ltd (KOSDAQ:A067770) announces an Equity Buyback for KRW 1,000 million worth of its shares. Sejin T.S Co.,Ltd (KOSDAQ:A067770) announces a share repurchase program. Under the program, the company will repurchase up to KRW 1,000 million worth of its shares pursuant to an agreement with Daishin Securities Co., Ltd.. The purpose of the program is to enhance shareholder value through Stabilization of stock price. The program will expire on January 2, 2027. As of June 1, 2026, the company had 265,302 shares in treasury within scope available for dividend and had no shares in treasury under other capacities. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to ₩1,686, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total loss to shareholders of 53% over the past three years. New Risk • Jun 02
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₩15.1b (US$9.96m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₩15.1b market cap, or US$9.96m). Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin). Reported Earnings • Mar 18
Full year 2025 earnings released: EPS: ₩86.00 (vs ₩377 in FY 2024) Full year 2025 results: EPS: ₩86.00 (down from ₩377 in FY 2024). Revenue: ₩11.9b (down 9.7% from FY 2024). Net income: ₩714.0m (down 77% from FY 2024). Profit margin: 6.0% (down from 24% in FY 2024). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Announcement • Feb 10
Sejin T.S Co.,Ltd, Annual General Meeting, Mar 23, 2026 Sejin T.S Co.,Ltd, Annual General Meeting, Mar 23, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 51-43, jimun-ro, wongok-myeon, gyeonggi-do, anseong South Korea Reported Earnings • Nov 16
Third quarter 2025 earnings released: EPS: ₩66.00 (vs ₩1.00 in 3Q 2024) Third quarter 2025 results: EPS: ₩66.00 (up from ₩1.00 in 3Q 2024). Revenue: ₩2.68b (down 19% from 3Q 2024). Net income: ₩545.7m (up ₩539.7m from 3Q 2024). Profit margin: 20% (up from 0.2% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. New Risk • Aug 19
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: 5.8% Last year net profit margin: 16% 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 Profit margins are more than 30% lower than last year (5.8% net profit margin). Market cap is less than US$100m (₩19.2b market cap, or US$13.9m). Reported Earnings • Aug 19
Second quarter 2025 earnings released: ₩69.00 loss per share (vs ₩142 profit in 2Q 2024) Second quarter 2025 results: ₩69.00 loss per share (down from ₩142 profit in 2Q 2024). Revenue: ₩2.75b (down 21% from 2Q 2024). Net loss: ₩572.9m (down 149% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Reported Earnings • May 20
First quarter 2025 earnings released: EPS: ₩26.00 (vs ₩107 in 1Q 2024) First quarter 2025 results: EPS: ₩26.00 (down from ₩107 in 1Q 2024). Revenue: ₩3.27b (down 9.7% from 1Q 2024). Net income: ₩215.5m (down 76% from 1Q 2024). Profit margin: 6.6% (down from 24% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 19
Full year 2024 earnings released: EPS: ₩377 (vs ₩174 loss in FY 2023) Full year 2024 results: EPS: ₩377 (up from ₩174 loss in FY 2023). Revenue: ₩13.2b (up 28% from FY 2023). Net income: ₩3.13b (up ₩4.57b from FY 2023). Profit margin: 24% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings. Announcement • Feb 07
Sejin T.S Co.,Ltd, Annual General Meeting, Mar 24, 2025 Sejin T.S Co.,Ltd, Annual General Meeting, Mar 24, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 51-43, jimun-ro, wongok-myeon, gyeonggi-do, anseong South Korea 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 (₩17.8b market cap, or US$12.4m). 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 Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩17.8b market cap, or US$12.5m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₩2,180, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 19x in the Semiconductor industry in South Korea. Total loss to shareholders of 71% over the past three years. Reported Earnings • Mar 20
Full year 2023 earnings released: ₩174 loss per share (vs ₩77.00 loss in FY 2022) Full year 2023 results: ₩174 loss per share (further deteriorated from ₩77.00 loss in FY 2022). Revenue: ₩10.3b (down 38% from FY 2022). Net loss: ₩1.44b (loss widened 125% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. New Risk • Jan 27
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 (₩24.0b market cap, or US$18.0m). Reported Earnings • Nov 19
Third quarter 2023 earnings released: EPS: ₩47.00 (vs ₩45.00 in 3Q 2022) Third quarter 2023 results: EPS: ₩47.00 (up from ₩45.00 in 3Q 2022). Revenue: ₩3.20b (down 21% from 3Q 2022). Net income: ₩389.3m (up 4.8% from 3Q 2022). Profit margin: 12% (up from 9.1% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Reported Earnings • Mar 23
Full year 2022 earnings released: ₩77.00 loss per share (vs ₩346 profit in FY 2021) Full year 2022 results: ₩77.00 loss per share (down from ₩346 profit in FY 2021). Revenue: ₩16.5b (down 39% from FY 2021). Net loss: ₩640.5m (down 122% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. 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. 1 experienced director. 3 highly experienced directors. No independent directors (4 non-independent directors). Director Hee-Soo Mok was the last director to join the board, commencing their role in 2001. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. 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. 1 experienced director. 3 highly experienced directors. No independent directors (4 non-independent directors). Director Hee-Soo Mok was the last director to join the board, commencing their role in 2001. 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 • Nov 18
Investor sentiment improved over the past week After last week's 15% share price gain to ₩5,650, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 20x in the Semiconductor industry in South Korea. Total returns to shareholders of 82% over the past three years. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improved over the past week After last week's 40% share price gain to ₩7,390, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 146% over the past three years. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩4,830, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 24% over the past three years. Announcement • Feb 10
Sejin T.S Co.,Ltd, Annual General Meeting, Mar 29, 2021 Sejin T.S Co.,Ltd, Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improved over the past week After last week's 45% share price gain to ₩5,530, the stock is trading at a trailing P/E ratio of 26.9x, up from the previous P/E ratio of 18.6x. 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 105%. Is New 90 Day High Low • Dec 28
New 90-day high: ₩4,530 The company is up 46% from its price of ₩3,100 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period. Valuation Update With 7 Day Price Move • Nov 19
Market bids up stock over the past week After last week's 21% share price gain to ₩4,370, the stock is trading at a trailing P/E ratio of 21.3x, up from the previous P/E ratio of 17.6x. 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 53%. Reported Earnings • Nov 18
Third quarter 2020 earnings released: EPS ₩270 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₩11.4b (up 92% from 3Q 2019). Net income: ₩2.24b (up 464% from 3Q 2019). Profit margin: 20% (up from 6.7% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Nov 10
New 90-day high: ₩3,490 The company is up 29% from its price of ₩2,710 on 12 August 2020. The South Korean market is up 1.0% 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. Is New 90 Day High Low • Oct 05
New 90-day high: ₩3,400 The company is up 37% from its price of ₩2,490 on 07 July 2020. The South Korean market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 2.0% over the same period. 
