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S-Oil
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Shaheen Project Completion Will Improve Petrochemical And Lube Outlook
Key Takeaways The Shaheen Project and improved refining margins are expected to enhance S-Oil's competitive edge and long-term earnings growth. Rising demand and economic recovery are set to boost petrochemical and Lube business revenues, while maintaining a solid dividend policy may attract investors.
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₩73.04k
FV
14.7% undervalued
intrinsic discount
-3.07%
Revenue growth p.a.
Set Fair Value
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4 days ago
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SK Innovation
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Merger With E&S And Oil Discoveries Will Strengthen Competitive Edge In Global Energy Market
Key Takeaways Merger with SK E&S enhances competitive edge in the global energy market, potentially boosting future revenue and earnings. North American expansion in batteries and strategic initiatives in petrochemicals aim to optimize costs and improve profit margins.
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₩125.52k
FV
8.9% undervalued
intrinsic discount
3.94%
Revenue growth p.a.
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0
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4 days ago
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S-Oil
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
ESG Pressure And Renewables Trends Will Erode Refining Fundamentals
Key Takeaways The global pivot to renewables, ESG pressures, and investor sentiment threaten S-Oil's margins, financing prospects, and long-term growth. Heavy reliance on Middle Eastern crude, limited diversification, and rising regional competition heighten earnings volatility and overexposure to industry downturns.
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₩54.46k
FV
14.4% overvalued
intrinsic discount
-4.78%
Revenue growth p.a.
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0
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4 days ago
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SK Innovation
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Oil Refining Decline Will Erode Profits Even If Batteries Expand
Key Takeaways Core oil and chemical businesses face declining demand, shrinking margins, and increased costs from the global shift to renewables and tougher carbon regulations. Heavy debt and trade exposure, combined with fierce competition in batteries, threaten financial stability, growth prospects, and future returns.
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₩64.28k
FV
78.0% overvalued
intrinsic discount
-2.30%
Revenue growth p.a.
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0
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4 days ago
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S-Oil
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Asia Urbanization And Digital Transformation Will Create Cleaner Fuels
Key Takeaways The Shaheen Project and digital initiatives position S-Oil for superior profit growth, market share gains, and industry-leading cost discipline. Structural refining margin tailwinds and a strategic pivot to cleaner fuels set up S-Oil for resilient, regulation-driven top-line expansion.
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₩90.00k
FV
30.8% undervalued
intrinsic discount
8.43%
Revenue growth p.a.
Set Fair Value
0
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4 days ago
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SK Innovation
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
EV Adoption And Renewable Demand Will Drive Global Transformation
Key Takeaways Expanding advanced battery technology and customer partnerships is driving higher-margin growth, improved profitability, and positioning SK Innovation as a key player in electrification. Strategic oil discoveries, clean energy offerings, and efficiency initiatives are boosting cash flow, reducing debt, and increasing financial resilience amid the energy transition.
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₩180.00k
FV
36.4% undervalued
intrinsic discount
6.72%
Revenue growth p.a.
Set Fair Value
0
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4 days ago
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