Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩209,500, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 24x in the Semiconductor industry in South Korea. Total returns to shareholders of 303% over the past three years. Reported Earnings • May 21
First quarter 2026 earnings released: EPS: ₩1,000 (vs ₩334 in 1Q 2025) First quarter 2026 results: EPS: ₩1,000 (up from ₩334 in 1Q 2025). Revenue: ₩68.3b (up 116% from 1Q 2025). Net income: ₩20.5b (up 200% from 1Q 2025). Profit margin: 30% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Semiconductor industry in South Korea. 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 64% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to ₩197,300, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩92,507 per share. Major Estimate Revision • Apr 07
Consensus EPS estimates increase by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩307.9m to ₩311.4m. EPS estimate increased from ₩3,553 to ₩3,931 per share. Net income forecast to grow 49% next year vs 78% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩172,000 to ₩195,250. Share price rose 2.6% to ₩239,000 over the past week. Reported Earnings • Mar 21
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: ₩2,743 (up from ₩2,671 in FY 2024). Revenue: ₩220.2b (up 26% from FY 2024). Net income: ₩56.1b (up 2.7% from FY 2024). Profit margin: 26% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 07
ISC Co., Ltd., Annual General Meeting, Mar 26, 2026 ISC Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 26, geumto-ro 40beon-gil, sujeong-gu, gyeonggi-do, seongnam South Korea Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩169,600, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 19x in the Semiconductor industry in South Korea. Total returns to shareholders of 361% over the past three years. Major Estimate Revision • Feb 05
Consensus revenue estimates increase by 20% The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩273.0m to ₩327.3m. EPS estimate increased from ₩3,227 to ₩3,275 per share. Net income forecast to grow 41% next year vs 50% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩96,200 to ₩120,500. Share price rose 7.3% to ₩148,800 over the past week. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩117,900, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩54,769 per share. Upcoming Dividend • Dec 22
Upcoming dividend of ₩810 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 April 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.4%). Valuation Update With 7 Day Price Move • Nov 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩102,600, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 201% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩55,330 per share. Price Target Changed • Nov 15
Price target increased by 8.2% to ₩84,875 Up from ₩78,444, the current price target is an average from 8 analysts. New target price is 15% above last closing price of ₩74,000. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₩2,394 for next year compared to ₩2,671 last year. Declared Dividend • Nov 08
Dividend of ₩810 announced Shareholders will receive a dividend of ₩810. Ex-date: 29th December 2025 Payment date: 27th April 2026 Dividend yield will be 1.1%, which is about the same as the industry average. Payout Ratios Payout ratio: 9%. Cash payout ratio: 7%. Announcement • Nov 07
ISC Co., Ltd. announces Annual dividend, payable on April 27, 2026 ISC Co., Ltd. announced Annual dividend of KRW 810.0000 per share payable on April 27, 2026, ex-date on December 29, 2025 and record date on December 31, 2025. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₩67,400, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩45,263 per share. Buy Or Sell Opportunity • Aug 13
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to ₩64,400. The fair value is estimated to be ₩52,209, 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 19%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 55% in the next 2 years. Buy Or Sell Opportunity • Jul 14
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 27% to ₩63,000. The fair value is estimated to be ₩51,700, 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 19%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 54% in the next 2 years. New Risk • Jun 25
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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩62,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,131 per share. Buy Or Sell Opportunity • May 08
Now 24% overvalued Over the last 90 days, the stock has fallen 23% to ₩54,100. The fair value is estimated to be ₩43,696, 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 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Announcement • May 02
ISC Co., Ltd. (KOSDAQ:A095340) agreed to acquire Isemi Co., Ltd from SK enpulse Co., Ltd. for KRW 29.3 billion. ISC Co., Ltd. (KOSDAQ:A095340) agreed to acquire Isemi Co., Ltd from SK enpulse Co., Ltd. for KRW 29.3 billion on April 30, 2025. A cash consideration of KRW 29.3 billion will be paid by SKC Co., Ltd at a price of KRW 12,208 per share.
For the period ending March 31, 2025, Isemi Co., Ltd reported total revenue of KRW 2.08 billion and net loss of KRW 39 million. As of March 31, 2025, Isemi Co., Ltd reported total debt of KRW 6.36 billion and total assets of KRW 18.32 billion.
The expected completion of the transaction is May 30, 2025. Buy Or Sell Opportunity • Apr 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 37% to ₩45,200. The fair value is estimated to be ₩56,740, however this is not to be taken as a buy 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 21%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 37% in the next 2 years. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩51,800, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩60,473 per share. Price Target Changed • Mar 15
Price target increased by 7.9% to ₩86,111 Up from ₩79,778, the current price target is an average from 9 analysts. New target price is 40% above last closing price of ₩61,700. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,879 for next year compared to ₩2,671 last year. Reported Earnings • Mar 14
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: ₩2,671 (up from ₩750 in FY 2023). Revenue: ₩174.5b (up 24% from FY 2023). Net income: ₩54.7b (up 314% from FY 2023). Profit margin: 31% (up from 9.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Mar 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.3% to ₩59,800. The fair value is estimated to be ₩76,175, however this is not to be taken as a buy 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 22%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 58% in the next 2 years. Announcement • Feb 25
ISC Co., Ltd., Annual General Meeting, Mar 25, 2025 ISC Co., Ltd., Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 26, geumto-ro 40beon-gil, sujeong-gu, gyeonggi-do, seongnam South Korea Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩60,500, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩72,875 per share. Upcoming Dividend • Dec 20
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (0.8%). New Risk • Dec 05
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 8.6% 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. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Nov 27
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.0% to ₩50,500. The fair value is estimated to be ₩65,485, however this is not to be taken as a buy 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 22%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 56% in the next 2 years. Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₩52,900, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩65,131 per share. Reported Earnings • Nov 20
Third quarter 2024 earnings released: EPS: ₩544 (vs ₩287 loss in 3Q 2023) Third quarter 2024 results: EPS: ₩544 (up from ₩287 loss in 3Q 2023). Revenue: ₩50.4b (up 53% from 3Q 2023). Net income: ₩11.1b (up ₩15.9b from 3Q 2023). Profit margin: 22% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Price Target Changed • Nov 07
Price target decreased by 7.1% to ₩79,300 Down from ₩85,333, the current price target is an average from 10 analysts. New target price is 47% above last closing price of ₩53,800. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩2,317 for next year compared to ₩749 last year. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₩53,800, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,634 per share. Buy Or Sell Opportunity • Sep 06
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 35% to ₩46,800. The fair value is estimated to be ₩58,603, however this is not to be taken as a buy 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 19%. Revenue is forecast to grow by 97% in 2 years. Earnings are forecast to grow by 163% in the next 2 years. Major Estimate Revision • Aug 03
Consensus EPS estimates fall by 10% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩231.6m to ₩209.1m. EPS estimate also fell from ₩3,070 per share to ₩2,754 per share. Net income forecast to grow 257% next year vs 73% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩106,375 to ₩90,333. Share price fell 2.1% to ₩49,050 over the past week. Buy Or Sell Opportunity • Aug 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 38% to ₩49,050. The fair value is estimated to be ₩61,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 119% in 2 years. Earnings are forecast to grow by 325% in the next 2 years. Price Target Changed • Jul 21
Price target decreased by 9.4% to ₩106,375 Down from ₩117,429, the current price target is an average from 8 analysts. New target price is 93% above last closing price of ₩55,200. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩3,070 for next year compared to ₩749 last year. Buy Or Sell Opportunity • Jul 12
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 38% to ₩60,200. The fair value is estimated to be ₩77,289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 169% in 2 years. Earnings are forecast to grow by 373% in the next 2 years. Buy Or Sell Opportunity • Jul 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 38% to ₩60,600. The fair value is estimated to be ₩76,942, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 161% in 2 years. Earnings are forecast to grow by 373% in the next 2 years. Reported Earnings • Mar 15
Full year 2023 earnings released: EPS: ₩749 (vs ₩2,526 in FY 2022) Full year 2023 results: EPS: ₩749 (down from ₩2,526 in FY 2022). Revenue: ₩140.2b (down 22% from FY 2022). Net income: ₩13.2b (down 70% from FY 2022). Profit margin: 9.4% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Mar 04
Now 20% overvalued Over the last 90 days, the stock has fallen 4.6% to ₩75,000. The fair value is estimated to be ₩62,249, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 114% in 2 years. Earnings are forecast to grow by 2,034% in the next 2 years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩600 per share at 0.7% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 18 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%). Reported Earnings • Nov 19
Third quarter 2023 earnings released: ₩275 loss per share (vs ₩964 profit in 3Q 2022) Third quarter 2023 results: ₩275 loss per share (down from ₩964 profit in 3Q 2022). Revenue: ₩32.9b (down 33% from 3Q 2022). Net loss: ₩4.78b (down 129% from profit in 3Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Nov 15
Consensus EPS estimates increase by 18%, revenue downgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩171.9m to ₩166.1m. EPS estimate rose from ₩1,781 to ₩2,094. Net income forecast to grow 97% next year vs 18% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩103,333 unchanged from last update. Share price rose 2.4% to ₩88,100 over the past week. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩88,200, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 380% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩45,196 per share. New Risk • Oct 20
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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 (15% net profit margin). Shareholders have been diluted in the past year (23% increase in shares outstanding). Major Estimate Revision • Oct 18
Consensus EPS estimates fall by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩178.1m to ₩171.9m. EPS estimate also fell from ₩2,004 per share to ₩1,781 per share. Net income forecast to grow 101% next year vs 34% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩103,800 to ₩100,000. Share price rose 4.7% to ₩80,700 over the past week. Announcement • Oct 06
ISC Co., Ltd. announced that it has received KRW 199.999919355 billion in funding from Helios Private Equity, SKC Co., Ltd. On October 4, 2023, ISC Co., Ltd. closed the transaction. Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₩74,100, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 331% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩72,947 per share. Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩102,900, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 495% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩68,036 per share. New Risk • Jul 11
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 8.3% 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 (8.3% average weekly change). Price Target Changed • Jul 05
Price target increased by 19% to ₩61,000 Up from ₩51,333, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩61,900. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₩2,593 for next year compared to ₩2,526 last year. Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₩62,300, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 246% over the past three years. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to ₩47,250, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 173% over the past three years. Buying Opportunity • May 10
Now 20% undervalued Over the last 90 days, the stock is up 1.6%. The fair value is estimated to be ₩46,786, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years. Buying Opportunity • Apr 24
Now 20% undervalued Over the last 90 days, the stock is up 4.5%. The fair value is estimated to be ₩47,066, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years. Buying Opportunity • Apr 06
Now 21% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be ₩47,270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩40,500, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩35,763 per share. Upcoming Dividend • Dec 21
Upcoming dividend of ₩200 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.8%). 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. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment improved over the past week After last week's 16% share price gain to ₩36,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 338% over the past three years. 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 • Apr 12
Investor sentiment improved over the past week After last week's 19% share price gain to ₩34,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Semiconductor industry in South Korea. Total returns to shareholders of 204% over the past three years. Announcement • Feb 11
ISC Co., Ltd. announced that it has received KRW 13.4769495 billion in funding from Helios Private Equity Co., Ltd., Mason Cactus Innovation Growth Investment Association No. 1 On February 9, 2022, ISC Co., Ltd. closed the transaction. The bond will be converted into 414,369 shares. Announcement • Feb 09
ISC Co., Ltd. announced that it expects to receive KRW 13.4769495 billion in funding from Helios Private Equity Co., Ltd., Mason Cactus Innovation Growth Investment Association No. 1 ISC Co., Ltd. announced a private placement of series 2 non-guaranteed private equity exchange bond with bearer type interest part for a gross proceeds of KRW 13,476,949,500 on February 8, 2022. The transaction will include participation from returning investors Helios Private Equity Co., Ltd., for KRW 12,684,213,412 Mason Cactus Innovation Growth Investment Association No. 1 for KRW 792,736,088. The bonds have a coupon rate of 5% and yield to maturity of 5%. The bonds will mature on March 09, 2027. The bonds will be 100% converted into 414,368 common shares at a fixed conversion price of KRW 32,524 per share for an equity stake of 2.38%. The conversion period is from February 10, 2022 to March 04, 2027. The payment date of the transaction is February 09, 2022. The securities issued in the transaction are subject to a lock up period of one year. The transaction has been approved by the board of directors of the company. Buying Opportunity • Jan 21
Now 24% undervalued Over the last 90 days, the stock is up 31%. The fair value is estimated to be ₩42,907, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 19% per annum over the last 3 years. 
