New Risk • Jul 30
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 16% 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 have declined by 55% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Market cap is less than US$100m (₩59.2b market cap, or US$41.3m). Valuation Update With 7 Day Price Move • Jul 28
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to ₩5,210, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total loss to shareholders of 48% over the past three years. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩8,480, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 24x in the Semiconductor industry in South Korea. Total loss to shareholders of 36% over the past three years. Reported Earnings • Mar 27
Full year 2025 earnings released: ₩460 loss per share (vs ₩932 loss in FY 2024) Full year 2025 results: ₩460 loss per share (improved from ₩932 loss in FY 2024). Revenue: ₩34.8b (up 21% from FY 2024). Net loss: ₩5.51b (loss narrowed 53% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Announcement • Feb 28
YAS Co., Ltd., Annual General Meeting, Mar 31, 2026 YAS Co., Ltd., Annual General Meeting, Mar 31, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 154, ungji-ro, tanhyeon-myeon, gyeonggi-do, paju South Korea Announcement • Mar 01
YAS Co., Ltd., Annual General Meeting, Mar 31, 2025 YAS Co., Ltd., Annual General Meeting, Mar 31, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 154, ungji-ro, gyeonggi-do, paju South Korea Announcement • Jul 15
YAS Co., Ltd. (KOSDAQ:A255440) announces an Equity Buyback for KRW 10,000 million worth of its shares. YAS Co., Ltd. (KOSDAQ:A255440) announces a share repurchase program. Under the program, the company will repurchase up to KRW 10,000 million worth of its shares, pursuant to a contract with Korea Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and to improve shareholder value. The program will expire on January 14, 2025. As of July 14, 2024, the company had 193,372 shares in treasury within scope available for dividend and had no shares in treasury under other acquisitions. New Risk • Jun 21
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩136.6b (US$98.2m) This is considered a minor 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 Earnings have declined by 74% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₩136.6b market cap, or US$98.2m). New Risk • Jul 27
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩120.8b (US$95.1m) This is considered a minor 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 Earnings have declined by 50% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩120.8b market cap, or US$95.1m). Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment improves as stock rises 38% After last week's 38% share price gain to ₩10,820, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 12% over the past three years. Upcoming Dividend • Dec 21
Upcoming dividend of ₩50.00 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 12 April 2023. Payout ratio is a comfortable 31% 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%). Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment improved over the past week After last week's 23% share price gain to ₩9,600, the stock trades at a trailing P/E ratio of 79.2x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total loss to shareholders of 51% over the past three years. Announcement • Oct 08
YAS Co., Ltd. (KOSDAQ:A255440) announces an Equity Buyback for KRW 5,000 million worth of its shares. YAS Co., Ltd. (KOSDAQ:A255440) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares according to the contract with Korea Investment & Securities Co., Ltd. The purpose of the program is stock price stability, employee performance rewards and shareholder value enhancement. The program will expire on April 06, 2023. As of October 6, 2022, the company had 48,180 and 0 treasury stock holdings in acquisition within the scope of allotment and through other acquisition, respectively. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₩6,880, the stock trades at a trailing P/E ratio of 56.8x. Average trailing P/E is 9x in the Semiconductor industry in South Korea. Total loss to shareholders of 73% over the past three years. Buying Opportunity • Jun 15
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be ₩13,215, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has declined by 83%. Upcoming Dividend • Dec 22
Upcoming dividend of ₩100.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.9%). Valuation Update With 7 Day Price Move • Nov 26
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₩13,000, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 18x in the Semiconductor industry in South Korea. Total loss to shareholders of 19% over the past three years. Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improved over the past week After last week's 19% share price gain to ₩13,100, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 20x in the Semiconductor industry in South Korea. Total loss to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment improved over the past week After last week's 16% share price gain to ₩19,600, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 21x in the Semiconductor industry in South Korea. Negligible returns to shareholders over past three years. Valuation Update With 7 Day Price Move • May 06
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₩15,800, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 24x in the Semiconductor industry in South Korea. Total loss to shareholders of 22% over the past three years. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improved over the past week After last week's 19% share price gain to ₩17,100, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 24x in the Semiconductor industry in South Korea. Total loss to shareholders of 27% over the past three years. Is New 90 Day High Low • Jan 07
New 90-day high: ₩14,350 The company is up 3.0% from its price of ₩13,950 on 08 October 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 40% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of ₩150 Per Share Will be paid on the 9th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.2% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (0.8%). Is New 90 Day High Low • Oct 26
New 90-day low: ₩12,600 The company is down 13% from its price of ₩14,550 on 28 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is flat over the same period. Announcement • Sep 21
YAS Co., Ltd.(KOSDAQ:A255440) dropped from S&P Global BMI Index YAS Co., Ltd.(KOSDAQ:A255440) dropped from S&P Global BMI Index