GO Element지오엘리먼트

GO Element's trailing profits are solid, but the share price has fallen over the past three months and sits well below its 52-week high.

GO Element is a Korean maker of thin-film deposition components and parts for semiconductors and displays, with a small home appliance unit added in 2024. Over the last twelve months to H1 2026 it reported revenue of about ₩60.9B, operating income of ₩8.0B and net income of ₩7.3B, with a 13.1% operating margin and low leverage. The stock closed at ₩7,790 on 2026-10-16, down 11.5% over three months and about 35% below its 52-week high of ₩11,920.

What stands out

• Trailing revenue of ₩60.9B is well above the 2025 full-year figure of ₩54.6B, and the operating margin of 13.1% compares with 8.1% in 2025.
• Net income of ₩7.3B in the trailing period exceeds operating income, so non-operating items may have contributed; the filings data does not break this down.
• Liabilities are 24.8% of equity and borrowings are only ₩0.3B against ₩4.5B of cash, a conservative balance sheet on these figures.
• The filed DCF model gives a base value of ₩10,878, a bear value of ₩7,268 and a bull value of ₩16,322; these are model outputs, not forecasts or targets.
• Recent filings are mostly governance and shareholder-return items: an interim dividend, a cash dividend decision, a half-year report and stock purchase option grants. No news headlines were included in the data.

What to watch

• The next filing or results release for the full-year 2026 period, to see whether the trailing margin holds.
• Dividend payment dates and the size of the cash dividend, since the current yield is 0.8%.
• Recent share price weakness: the data gives no foreign ownership, short balance or investor flow figures to explain it.