SemCNS Co Ltd
SemCNS Co Ltd is a South Korean technology company specializing in the design and manufacturing of electronic equipment and parts, primarily serving the technology equipment sector.
Business. SemCNS Co Ltd (252990.KQ) is a technology equipment company operating in the electronic equipment and parts industry. The firm generates revenue through the sale of products, though specific operating segments and geographic breakdowns are not disclosed. The company is listed under the ticker 252990.KQ. Headquarters location details are not provided in the available data.
At a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
SemCNS Co Ltd (252990.KQ) is a technology equipment company operating in the electronic equipment and parts industry. The firm generates revenue through the sale of products, though specific operating segments and geographic breakdowns are not disclosed. The company is listed under the ticker 252990.KQ. Headquarters location details are not provided in the available data.
SemCNS maintains a strong liquidity position with a current ratio of 3.0, indicating the company can cover its short-term liabilities three times over. However, the company's free cash flow is negative at -1,358,993,160 KRW, which suggests that capital expenditures are outpacing operating cash flow. The price-to-book ratio of 5.85 indicates that the market is valuing the company's equity at a premium relative to its book value.
In terms of profitability, SemCNS has a return on equity (ROE) of 1.49% and a return on assets (ROA) of 0.95%, which are below the typical thresholds for high-performing technology firms. The company's operating margin, calculated as operating income divided by revenue, is 22.5%, which is in line with the industry median for electronic equipment and parts.
The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no significant geographic diversification reported. This concentration may expose the company to higher risk if demand in its primary market fluctuates.
Looking at growth, SemCNS's revenue in the latest period was 13,530,137,310 KRW, which is a significant increase from the previous period's actual revenue of 77,985,000,000 KRW, indicating a strong growth trajectory. Analysts have estimated a mean revenue of 110,700,000,000 KRW for the upcoming period, suggesting continued growth expectations.
The company's risk assessment indicates a medium liquidity risk, primarily due to a negative net cash position after accounting for total debt. The dilution risk is assessed as low, with no significant dilution potential reported in the basic shares outstanding.
Recent events include the publication of the latest financial results, which show a net income of 2,150,620,910 KRW and a gross profit of 6,068,304,280 KRW. No recent earnings call transcripts or significant regulatory filings have been disclosed in the provided data.
- SemCNS has a strong liquidity position with a current ratio of 3.0.
- The company's ROE and ROA are below typical thresholds for high-performing technology firms.
- Revenue is concentrated in a single business segment with no significant geographic diversification.
- The company is experiencing strong revenue growth, with a significant increase from the previous period.
- The company faces a medium liquidity risk due to a negative net cash position after total debt.
- "margin_outlook_rationale": "Operating margin is expected to remain stable due to consistent gross profit and revenue growth.",
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue KRW 27.17B, +72,5% YoY.
- ▍Revenue KRW 27.17B, +72,5% YoY
Revenue KRW 22.68B, +72,6% YoY; Operating income +383,8% YoY.
- ▍Revenue KRW 22.68B, +72,6% YoY
- ▍Operating income +383,8% YoY
- ▍Net income +355,0% YoY
- ▍Free cash flow +221,6% YoY
- ▍Net margin 23.5%
Revenue KRW 20.83B, +32,3% YoY; Operating income +75,7% YoY.
- ▍Revenue KRW 20.83B, +32,3% YoY
- ▍Operating income +75,7% YoY
- ▍Net income +110,8% YoY
- ▍Free cash flow +106,2% YoY
- ▍Net margin 25.6%
Revenue KRW 18.72B, +38,3% YoY; Operating income +13,5% YoY.
- ▍Revenue KRW 18.72B, +38,3% YoY
- ▍Operating income +13,5% YoY
- ▍Net income +49,5% YoY
- ▍Free cash flow +160,8% YoY
- ▍Net margin 17.2%
Revenue KRW 15.76B; Operating income KRW 1.43B.
- ▍Revenue KRW 15.76B
- ▍Operating income KRW 1.43B
- ▍Net margin 7.5%
Revenue KRW 13.14B; Operating income -KRW 1.53B.
- ▍Revenue KRW 13.14B
- ▍Operating income -KRW 1.53B
- ▍Net margin -15.9%
Revenue KRW 15.74B; Operating income KRW 3.09B.
- ▍Revenue KRW 15.74B
- ▍Operating income KRW 3.09B
- ▍Net margin 16.1%
Revenue KRW 13.53B; Operating income KRW 3.04B.
- ▍Revenue KRW 13.53B
- ▍Operating income KRW 3.04B
- ▍Net margin 15.9%
Revenue KRW 77.99B, +46,3% YoY; Operating income +182,0% YoY.
- ▍Revenue KRW 77.99B, +46,3% YoY
- ▍Operating income +182,0% YoY
- ▍Net income +354,0% YoY
- ▍Free cash flow +195,7% YoY
- ▍Net margin 19.3%
Revenue KRW 53.32B, +72,3% YoY; Operating income +278,6% YoY.
- ▍Revenue KRW 53.32B, +72,3% YoY
- ▍Operating income +278,6% YoY
- ▍Net income +353,2% YoY
- ▍Free cash flow +81,6% YoY
- ▍Net margin 6.2%
Revenue KRW 50.12B, +5,3% YoY; Operating income +9,3% YoY.
- ▍Revenue KRW 50.12B, +5,3% YoY
- ▍Operating income +9,3% YoY
- ▍Net income +27,1% YoY
- ▍Free cash flow +152,5% YoY
- ▍Net margin 30.2%
Revenue KRW 47.57B; Operating income KRW 13.63B.
- ▍Revenue KRW 47.57B
- ▍Operating income KRW 13.63B
- ▍Net margin 25.0%
Valuation TTM
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 525,00 |
| Revenue | —no estimate | —no estimate | 110,7B KRW |
| Operating income | —no estimate | —no estimate | 30,2B KRW |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Earningsmarket_price / (net_income / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- SemCNS Co Ltd Market data — financials · 2026-05-26
- SemCNS Co Ltd Market data — analyst estimates · 2026-05-26