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Showing posts from August, 2018

[#KoreaStockInvestment] 20180823_GRT(KOSDAQ 900290)_IR

I visited Great Rich Technologies IR session on 23rd Aug of 2018. Bloomberg Quote Company Info I did not know much about this company before. All that I know was that they are from China and valued very low since there is mistrust issue in Korea. 1. They were trying merger Korean Company to expand their business. One of companies they were looking for manufacturer in Korea. 2. The sales were growing pretty good due to the new factory. The Operating rate of new factory is continuously growing. It will reach 71.7% in the year of 2018. 3. The Gross margin rate is decreasing, but still the numbers were still growing.The gross margin rate will develop due to will go up again since the operation rate of new factory increases. 4. Sales portion of optical adhesive film, window film are growing. 5. The depreciation cost will remain high since it includes expenses for new factory. 6. The operation margin decreases a little due the increasing R&D costs. #askajumma #Won...

[#KoreaStockInvestment] Vatech Investor Relations (2018.08.24)

August 24, 2018 2:30 pm - 3:30 pm (at Korea Investment & Securities) Vatech Sales of KRW 218.8 billion and operating profit of KRW 39.0 billion. Sales grew by KRW 40.2 billion (22.5%) and operating profit increased by KRW 9.1 billion (30.5%) Maximum annual sales and operating profit > US: Continuous high growth through premium brand, increase in sales proportion of green products > Growing Chinese market, expanding new Asian market including Japan Achieved maximum annual operating profit > OP margin improved to 17.8% > 1.1% p increase compared to the previous year (16.7%) due to the change in mix of high value-added products such as Green 18Q 2Q Results 3D portion / sales continuously expand > 3D: YoY QoQ portion and sales grow , 2D: YoY sales grow > Acquired China Green Smart sales certification (June 2018) Greater proportion of green sales in 3D > Green Category > Green = Recognition of Premium Brand (Green Membership, 10-Year Warranty...

[#KoreaRealEstate] Problem with Real Estate?

Many non-Koreans are having difficulties when they look for good rooms in Korea. Link First you need to have correct contracts both in Korean and English. But, now many real-estate agents do not provide both of them especially when you look for one or two rooms. It could make problem if you rent a room to your friends that you rented from others. Sometimes, the landlords do not give back the deposit money without any reasons. We introduce Stayes which could be useful for people who look for rooms. Stayes Don't worry, even if you do not have available rooms in Stayes. You can also ask us, and look for the available rooms through us. #askajumma #Wonderful #Stayes #K-RealEstate Our service, Foreigners Asked Questions ("FAQ") can solve these problems simply by chatting. You can just chat us through KaKaoTalk or Facebook Messenger. Have a great trip in Korea. www.faqfriend.com www.facebook.com/kimchingoo http://pf.kakao.com/_xbxhTuC

[#KoreaTransport] Booking (SRT ticket)

We will share you how you can book your SRT ticket simply. This is little article in Korea Times. THE KOREA TIMES By Lee Suh-yoon Non-Koreans are not able to purchase bullet train tickets online for the SRT because its website requires domestic credit cards and a national ID number, and does not offer an English page. The SRT, a high-speed train connecting Suseo Station in southern Seoul with major cities such as Busan and Gwangju, has been in operation since December 2016. But still it does not offer online booking services for foreign travelers. The SRT ticket-purchasing website is available only in Korean . The online payment process requires a Korean ID number and does not accept foreign credit cards . Korail, the national railroad operator with a 41 percent stake in SR, opened an English-language website at the same time it opened the Korean one. The Korail site then began accepting credit cards issued overseas starting in 2004. An SRT spokesperson admitted the website fai...

[#KoreaStockInvestment] JYP Entertaiment Investor Relations (2018.08.14)

JYP Entertaiment Investor Relations (2018.08.14 at 3 pm. in Yeouido, Korea) Company Site (Click) 1. Maintain steady growth from major artists and qualitative growth of sales > Sales: W31.5bn (+ 10.6% YoY) > Operating profit: W9bn (+ 30.9% YoY) > Net profit: W7.3bn (+ 7.6% YoY) > Rapid sales growth of music/concert and overseas sales: Music (41.2% YoY), performances (52.3% YoY), China related region (YoY +23.8%), other region (YoY +57.1%) 2. 1H Sales by Business Sectors (Previous Year -> Current Year) > Music/Sound : 7.5 billion -> 10.6 billion > Concert: 4.65 billion -> 7.09 billion > Others: 7.62 billion -> 6.7 billion (YouTube 2.0 billion in the previous full year -> 1.9 billion in the 1H of 2018) 3. 1H Sales by Region (Previous Year -> Current Year) > Domestic: 17.7 billion -> 18.9 billion > Japan: 5.33 billion -> 4.99 billion > Greater China: 2.76 billion -> 3.42 billion > Others Overseas: 2.67 ...

[#KoreaStockInvestment] SM ENTERTAIMENT GROUP EARNINGS RELEASE (2018.08.14)

SM ENTERTAIMENT GROUP EARNINGS RELEASE (2018.08.14 at 4 pm. in Yeouido, Korea) www.smentertainment.com/Overview/Introduction Bloomberg Quote 1. FY2018.2Q HIGHLIGHTS First-half consolidated sales of W235.1bn, reached the highest sales in the first half > TVXQ single tour 1 million reached > Reached highest sales due to the earnings growth in the song-selling and advertising business > Japan: 1.1 million audience in the first half of the year, YOY 70% increase > SMS C&C, expected record-high quarterly sales turnaround due to increased advertising sales 2. Major breakdown in 2H > Rapid revenue growth from global video platforms such as YouTube > Established Music Creative Partners Asia with seven domestic companies including YG, JYP, and Big Hit, and expect royalties to increase from strengthened bargaining power to YouTube > Expansion of Korean Netflix 'oksusu' contents investment, and increase in SM C&C profitability due to expansion...