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 ₩6,400, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total loss to shareholders of 3.1% over the past three years. Announcement • Feb 10
PJ Electronics Co., Ltd., Annual General Meeting, Mar 24, 2026 PJ Electronics Co., Ltd., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 22, samjak-ro, gyeonggi-do, bucheon South Korea New Risk • Jan 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 9.5% 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 (9.5% average weekly change). Market cap is less than US$100m (₩109.2b market cap, or US$75.5m). Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to ₩7,280, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total loss to shareholders of 12% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of ₩180 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 April 2026. Trailing yield: 3.2%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.9%). Reported Earnings • Nov 20
Third quarter 2025 earnings released Third quarter 2025 results: Revenue: ₩45.4b (up 16% from 3Q 2024). Net income: ₩2.46b (up 109% from 3Q 2024). Profit margin: 5.4% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Declared Dividend • Nov 08
Dividend of ₩180 announced Dividend of ₩180 is the same as last year. Ex-date: 29th December 2025 Payment date: 27th April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 0.9%. Sustainability & Growth The dividend has increased by an average of 8.5% per year over the past 4 years. However, payments have been volatile during that time. Announcement • Nov 07
PJ Electronics Co., Ltd. announces Annual dividend, payable on April 27, 2026 PJ Electronics Co., Ltd. announced Annual dividend of KRW 180.0000 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 • Aug 19
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩5,170, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 14x in the Electronic industry in South Korea. Total loss to shareholders of 20% over the past three years. Announcement • Feb 13
PJ Electronics Co., Ltd., Annual General Meeting, Mar 26, 2025 PJ Electronics Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 22, samjak-ro, gyeonggi-do, bucheon South Korea Upcoming Dividend • Dec 20
Upcoming dividend of ₩120 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 18 April 2025. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.0%). Declared Dividend • Nov 28
Dividend of ₩120 announced Shareholders will receive a dividend of ₩120. Ex-date: 27th December 2024 Payment date: 18th April 2025 Dividend yield will be 2.6%, which is higher than the industry average of 0.9%. Sustainability & Growth The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩4,290, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 11x in the Electronic industry in South Korea. Total loss to shareholders of 44% over the past three years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩100.00 per share at 1.5% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 19 April 2024. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.9%). New Risk • Nov 19
New major risk - Revenue and earnings growth Earnings have declined by 0.02% 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 0.02% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (₩91.4b market cap, or US$70.6m). Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩7,140, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 16x in the Electronic industry in South Korea. Total returns to shareholders of 32% over the past three years. Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩7,190, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 17x in the Electronic industry in South Korea. Total returns to shareholders of 66% over the past three years. Valuation Update With 7 Day Price Move • Jan 02
Investor sentiment improved over the past week After last week's 26% share price gain to ₩7,290, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 10x in the Electronic industry in South Korea. Total returns to shareholders of 52% over the past three years. Upcoming Dividend • Dec 21
Inaugural dividend of ₩130 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 14 April 2023. This is the first dividend for PJ Electronics since going public. The average dividend yield among industry peers is 1.0%. 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. 4 experienced directors. No highly experienced directors. 1 independent director (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: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improved over the past week After last week's 18% share price gain to ₩7,680, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 14x in the Electronic industry in South Korea. Total returns to shareholders of 67% 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. 4 experienced directors. No highly experienced directors. 1 independent director (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: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₩8,220, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 18x in the Electronic industry in South Korea. Total returns to shareholders of 93% over the past three years. Upcoming Dividend • Dec 22
Inaugural dividend of ₩100.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 14 April 2022. The company is not currently making a profit and is not cash flow positive. This is the first dividend for PJ Electronics since going public. The average dividend yield among industry peers is 0.4%. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improved over the past week After last week's 27% share price gain to ₩10,100, the stock trades at a trailing P/E ratio of 21.1x. Average trailing P/E is 21x in the Electronic industry in South Korea. Total returns to shareholders of 126% 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 17% share price gain to ₩8,690, the stock trades at a trailing P/E ratio of 30.8x, up from the previous P/E ratio of 26.4x. Average P/E is 28x in the Electronic industry in South Korea. Total returns to shareholders over the past three years are 86%. Is New 90 Day High Low • Mar 12
New 90-day high: ₩7,880 The company is up 17% from its price of ₩6,750 on 11 December 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period. Announcement • Feb 16
PJ Electronics Co., Ltd., Annual General Meeting, Mar 29, 2021 PJ Electronics Co., Ltd., Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time. Is New 90 Day High Low • Jan 21
New 90-day high: ₩7,150 The company is up 24% from its price of ₩5,770 on 23 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 48% over the same period. Is New 90 Day High Low • Jan 05
New 90-day high: ₩6,820 The company is up 21% from its price of ₩5,650 on 07 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 Electronic industry, which is up 30% over the same period. Upcoming Dividend • Dec 22
Upcoming Dividend of ₩140 Per Share Will be paid on the 14th of April to those who are registered shareholders by the 29th of December. The company last paid an ordinary dividend in April 2010. The average dividend yield among industry peers is 0.5%. Is New 90 Day High Low • Dec 10
New 90-day high: ₩6,710 The company is up 18% from its price of ₩5,700 on 11 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period. Is New 90 Day High Low • Nov 13
New 90-day high: ₩6,290 The company is up 26% from its price of ₩5,000 on 14 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.