Silicon 2실리콘투
257720 · KOSDAQ · ₩257720 · 실리콘투
Broker reports
Calculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 26 | — | — | Cut | — | Reported by The Financial News |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
Silicon 2 is still growing fast and profitable, but its share price has fallen about 25% in a month as analysts cut earnings expectations.
Silicon 2 is a K-Beauty distributor selling Korean beauty brands to consumers and retailers in about 175 countries. Trailing revenue to H1 2026 was ₩1.35T with a 18.7% operating margin, and the shares closed at ₩29,200 on 2026-10-26, at the bottom of their 52-week range. Recent news points to weaker-than-expected Q3 earnings expectations and expanding US store distribution.
What stands out
- Revenue grew 61.4% in 2025 to ₩1.12T after 101.7% growth in 2024, though growth has slowed from those levels.
- Operating margin has eased from 19.9% in 2024 to 18.4% in 2025, and trailing operating income is ₩253B.
- The stock is down 34.4% over one year and 24.6% over one month, and sits at its 52-week low of ₩29,200.
- Foreign ownership rose from 7.3% to 11.6% over the past 60 days, while foreign investors net sold about ₩19B over the last 20 days.
- News reports say target prices were cut after Q3 earnings expectations were lowered, and the company is expanding US retail stores in competition with Olive Young.
What to watch
- Q3 results against lowered expectations, which news reports say may fall short of forecasts.
- Pending filings: a buyback trust contract was signed on 2026-10-19, and a redeemable convertible preferred share issuance was completed in September.
- Trailing free cash flow is ₩10.8B versus net income of ₩221B, and borrowings of ₩68B against cash of ₩82B; the data does not explain the gap.
Data as of Oct 26, 2026 · written 16h ago
This is not financial advice.
Also known as: Silicon 2 / 실리콘투 / 257720 / KRX:257720
Source: KRX statistical information