Daewoo Engineering & Construction（A047040）株式概要大宇建設株式会社 詳細A047040 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より9.3%で取引されている 収益は年間79.6%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない KR市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るA047040 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,349 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA485,349 investors already sharing narrativesYour Fair Value₩Current Price₩15.30k13.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-774b12t2016201920222025202620282031Revenue ₩11.8tEarnings ₩657.8bAdvancedSet Fair ValueView all narrativesDaewoo Engineering & Construction Co., Ltd. 競合他社Samsung E&ASymbol: KOSE:A028050Market cap: ₩9.3tKEPCO Engineering & Construction CompanySymbol: KOSE:A052690Market cap: ₩3.8tGS Engineering & ConstructionSymbol: KOSE:A006360Market cap: ₩2.6tHyundai Engineering & ConstructionLtdSymbol: KOSE:A000720Market cap: ₩11.9t価格と性能株価の高値、安値、推移の概要Daewoo Engineering & Construction過去の株価現在の株価₩15,300.0052週高値₩40,350.0052週安値₩3,320.00ベータ1.671ヶ月の変化-22.96%3ヶ月変化-53.35%1年変化290.31%3年間の変化253.35%5年間の変化105.37%IPOからの変化257.48%最新ニュースPrice Target Changed • Jul 22Price target increased by 7.2% to ₩19,485Up from ₩18,169, the current price target is an average from 13 analysts. New target price is 28% above last closing price of ₩15,270. Stock is up 286% over the past year. The company is forecast to post earnings per share of ₩1,190 next year compared to a net loss per share of ₩2,220 last year.Price Target Changed • Jul 13Price target decreased by 11% to ₩18,169Down from ₩20,323, the current price target is an average from 13 analysts. New target price is 14% above last closing price of ₩15,980. Stock is up 287% over the past year. The company is forecast to post earnings per share of ₩1,199 next year compared to a net loss per share of ₩2,220 last year.Buy Or Sell Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock has risen 3.9% to ₩18,030. The fair value is estimated to be ₩22,741, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jun 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to ₩27,150. The fair value is estimated to be ₩21,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 158% to ₩26,200. The fair value is estimated to be ₩21,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.最新情報をもっと見るRecent updatesPrice Target Changed • Jul 22Price target increased by 7.2% to ₩19,485Up from ₩18,169, the current price target is an average from 13 analysts. New target price is 28% above last closing price of ₩15,270. Stock is up 286% over the past year. The company is forecast to post earnings per share of ₩1,190 next year compared to a net loss per share of ₩2,220 last year.Price Target Changed • Jul 13Price target decreased by 11% to ₩18,169Down from ₩20,323, the current price target is an average from 13 analysts. New target price is 14% above last closing price of ₩15,980. Stock is up 287% over the past year. The company is forecast to post earnings per share of ₩1,199 next year compared to a net loss per share of ₩2,220 last year.Buy Or Sell Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock has risen 3.9% to ₩18,030. The fair value is estimated to be ₩22,741, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jun 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to ₩27,150. The fair value is estimated to be ₩21,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 158% to ₩26,200. The fair value is estimated to be ₩21,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.分析記事 • May 28Is It Time To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it received a lot of...お知らせ • Apr 25Daewoo Engineering & Construction Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026Buy Or Sell Opportunity • Mar 19Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 328% to ₩16,110. The fair value is estimated to be ₩13,138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₩2,220 loss per share (down from ₩570 profit in FY 2024). Revenue: ₩8.05t (down 23% from FY 2024). Net loss: ₩912.3b (down 490% from profit in FY 2024). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.お知らせ • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: art hall, 170, eulji-ro, jung-gu, seoul South KoreaBuy Or Sell Opportunity • Mar 03Now 23% undervaluedOver the last 90 days, the stock has risen 152% to ₩8,980. The fair value is estimated to be ₩11,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Feb 28Price target increased by 10% to ₩6,993Up from ₩6,331, the current price target is an average from 14 analysts. New target price is 31% below last closing price of ₩10,140. Stock is up 199% over the past year.New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2025 Results on Feb 09, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2025 results on Feb 09, 2026Price Target Changed • Jan 28Price target increased by 7.5% to ₩4,914Up from ₩4,571, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₩5,150. Stock is up 53% over the past year. The company is forecast to post earnings per share of ₩126 for next year compared to ₩570 last year.分析記事 • Jan 20What Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) 34% Share Price Gain Is Not Telling YouThe Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) share price has done very well over the last month...分析記事 • Jan 14Returns On Capital Signal Tricky Times Ahead For Daewoo Engineering & Construction (KRX:047040)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...分析記事 • Dec 05Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Construction industry in Korea, you could be...Reported Earnings • Nov 04Third quarter 2025 earnings released: ₩123 loss per share (vs ₩92.68 profit in 3Q 2024)Third quarter 2025 results: ₩123 loss per share (down from ₩92.68 profit in 3Q 2024). Revenue: ₩1.99t (down 22% from 3Q 2024). Net loss: ₩50.6b (down 233% from profit in 3Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.分析記事 • Sep 26Is It Too Late To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it saw significant...Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,365, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Construction industry in South Korea. Total loss to shareholders of 19% over the past three years.分析記事 • Aug 20There May Be Some Bright Spots In Daewoo Engineering & Construction's (KRX:047040) EarningsKOSE:A047040 1 Year Share Price vs Fair Value Explore Daewoo Engineering & Construction's Fair Values from the...New Risk • Aug 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Major Estimate Revision • Aug 02Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩613 to ₩381 per share. Revenue forecast steady at ₩8.57b. Net income forecast to grow 0.2% next year vs 19% growth forecast for Construction industry in South Korea. Consensus price target of ₩4,627 unchanged from last update. Share price fell 6.5% to ₩3,665 over the past week.分析記事 • Jul 29Daewoo Engineering & Construction (KRX:047040) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Jul 02Daewoo Engineering & Construction (KRX:047040) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 23Market Cool On Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) EarningsDaewoo Engineering & Construction Co., Ltd.'s ( KRX:047040 ) price-to-earnings (or "P/E") ratio of 7.7x might make it...Reported Earnings • May 03First quarter 2025 earnings released: EPS: ₩141 (vs ₩215 in 1Q 2024)First quarter 2025 results: EPS: ₩141 (down from ₩215 in 1Q 2024). Revenue: ₩2.08t (down 17% from 1Q 2024). Net income: ₩58.0b (down 34% from 1Q 2024). Profit margin: 2.8% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.分析記事 • May 01Should You Investigate Daewoo Engineering & Construction Co., Ltd. (KRX:047040) At ₩3,545?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it saw a decent share...Major Estimate Revision • Apr 30Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ₩639 to ₩794. Revenue forecast unchanged at ₩9.18b. Net income forecast to grow 41% next year vs 14% growth forecast for Construction industry in South Korea. Consensus price target broadly unchanged at ₩4,181. Share price rose 7.6% to ₩3,530 over the past week.分析記事 • Apr 09Daewoo Engineering & Construction (KRX:047040) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Outside Director Jae Joong Kim was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 24Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩570 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩234.1b (down 54% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 170, eulji-ro, jung-gu, seoul South Korea分析記事 • Feb 11Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 5.8x Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) may be...Reported Earnings • Feb 08Full year 2024 earnings released: EPS: ₩591 (vs ₩1,245 in FY 2023)Full year 2024 results: EPS: ₩591 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩242.8b (down 53% from FY 2023). Profit margin: 2.3% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).Major Estimate Revision • Feb 07Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩10.5b to ₩8.54b. EPS estimate fell from ₩787 to ₩715 per share. Net income forecast to shrink 9.1% next year vs 41% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,438 to ₩4,331. Share price was steady at ₩3,340 over the past week.お知らせ • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2024 Results on Feb 06, 2025Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2024 results on Feb 06, 2025分析記事 • Jan 24At ₩3,370, Is It Time To Put Daewoo Engineering & Construction Co., Ltd. (KRX:047040) On Your Watch List?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it received a lot of...分析記事 • Dec 17The Returns On Capital At Daewoo Engineering & Construction (KRX:047040) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...New Risk • Dec 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.2% per year for the foreseeable future. Minor Risk High level of debt (41% net debt to equity).分析記事 • Nov 22Beyond Lackluster Earnings: Potential Concerns For Daewoo Engineering & Construction's (KRX:047040) ShareholdersAfter announcing weak earnings, Daewoo Engineering & Construction Co., Ltd.'s ( KRX:047040 ) stock was strong. While...New Risk • Nov 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (40% accrual ratio).Price Target Changed • Nov 09Price target decreased by 7.4% to ₩4,569Down from ₩4,933, the current price target is an average from 16 analysts. New target price is 23% above last closing price of ₩3,705. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₩688 for next year compared to ₩1,245 last year.お知らせ • Nov 05Daewoo Engineering & Construction Announces CEO ChangesOn November 5, 2024, Daewoo Engineering & Construction announced that Kim Bo-hyun, the current executive vice president, is set to take on the role of CEO at the upcoming board meeting scheduled for December. Kim, born in 1966, is a retired South Korean Air Force brigadier general and former fighter pilot. He joined Daewoo in 2021 as the head of the acquisition team during Jungheung Group's takeover of the company. After a year as an adviser, he took on the role of executive vice president in 2023 to oversee Daewoo's local and overseas projects. Current CEO Baek Jung-wan will continue to serve his term which ends in February 2025. The company added that Baek has played a critical role in stabilizing the management during the ownership transition period. The company also noted that this leadership transition aims to solidify its organizational structure as it anticipates challenging conditions in the construction sector next year.Major Estimate Revision • Nov 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩821 to ₩705 per share. Revenue forecast steady at ₩10.5b. Net income forecast to shrink 17% next year vs 28% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,933 to ₩4,767. Share price fell 2.2% to ₩3,540 over the past week.お知らせ • Oct 16J&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billionJ&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billion on October 10, 2024. A cash consideration of KRW 30 billion valued at KRW 172651 per share will be paid by J&KS Co., Ltd. As part of consideration, KRW 30 billion is paid towards common equity of Korea Infrastructure Management Co.,Ltd. The expected completion of the transaction is December 1, 2024 to December 31, 2024.お知らせ • Oct 08Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million.Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million on October 8, 2024. Industrial Bank of Korea (KOSE:A024110) completed the acquisition of remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others on October 8, 2024.分析記事 • Sep 18The Market Doesn't Like What It Sees From Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Earnings YetWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider Daewoo...分析記事 • Aug 28Daewoo Engineering & Construction (KRX:047040) Could Be Struggling To Allocate CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Aug 03Is Now An Opportune Moment To Examine Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), is not the largest company out there, but it saw a...Reported Earnings • May 02First quarter 2024 earnings released: EPS: ₩223 (vs ₩236 in 1Q 2023)First quarter 2024 results: EPS: ₩223 (down from ₩236 in 1Q 2023). Revenue: ₩2.49t (down 4.6% from 1Q 2023). Net income: ₩91.5b (down 5.7% from 1Q 2023). Profit margin: 3.7% (in line with 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.分析記事 • Mar 27Solid Earnings May Not Tell The Whole Story For Daewoo Engineering & Construction (KRX:047040)Daewoo Engineering & Construction Co., Ltd.'s ( KRX:047040 ) robust recent earnings didn't do much to move the stock...Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩1,245 (vs ₩1,227 in FY 2022)Full year 2023 results: EPS: ₩1,245 (up from ₩1,227 in FY 2022). Revenue: ₩12t (up 12% from FY 2022). Net income: ₩511.7b (up 1.5% from FY 2022). Profit margin: 4.4% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 1.9%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Mar 07Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 3x Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) may be...New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio).Major Estimate Revision • Jan 31Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩11.8b to ₩10.6b. EPS estimate also fell from ₩1,247 per share to ₩1,022 per share. Net income forecast to shrink 13% next year vs 26% growth forecast for Construction industry in South Korea . Consensus price target down from ₩5,529 to ₩5,414. Share price was steady at ₩3,945 over the past week.Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to ₩3,880. The fair value is estimated to be ₩4,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to decline by 1.6% per annum. Earnings are forecast to grow by 1.9% per annum over the same time period.Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: ₩282 (vs ₩417 in 3Q 2022)Third quarter 2023 results: EPS: ₩282 (down from ₩417 in 3Q 2022). Revenue: ₩2.99t (up 19% from 3Q 2022). Net income: ₩109.9b (down 36% from 3Q 2022). Profit margin: 3.7% (down from 6.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Major Estimate Revision • Jul 28Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩11.0b to ₩11.9b. EPS estimate increased from ₩1,058 to ₩1,260 per share. Net income forecast to grow 23% next year vs 5.0% growth forecast for Construction industry in South Korea. Consensus price target of ₩5,617 unchanged from last update. Share price was steady at ₩4,330 over the past week.Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩1,227 (up from ₩1,180 in FY 2021). Revenue: ₩10t (up 20% from FY 2021). Net income: ₩504.0b (up 4.0% from FY 2021). Profit margin: 4.8% (down from 5.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 09Price target decreased to ₩5,962Down from ₩6,443, the current price target is an average from 13 analysts. New target price is 32% above last closing price of ₩4,505. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩1,255 for next year compared to ₩1,180 last year.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ₩417 (vs ₩217 in 3Q 2021)Third quarter 2022 results: EPS: ₩417 (up from ₩217 in 3Q 2021). Revenue: ₩2.52t (up 20% from 3Q 2021). Net income: ₩171.4b (up 92% from 3Q 2021). Profit margin: 6.8% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Nov 01Price target decreased to ₩6,686Down from ₩7,243, the current price target is an average from 14 analysts. New target price is 59% above last closing price of ₩4,205. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩1,178 for next year compared to ₩1,180 last year.Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩1,039 to ₩1,181. Revenue forecast steady at ₩9.94b. Net income forecast to grow 20% next year vs 11% growth forecast for Construction industry in South Korea. Consensus price target of ₩7,243 unchanged from last update. Share price rose 6.7% to ₩4,240 over the past week.Price Target Changed • Aug 01Price target decreased to ₩7,629Down from ₩8,250, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩5,300. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩1,006 for next year compared to ₩1,180 last year.Major Estimate Revision • Jul 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,304 to ₩970. Revenue forecast unchanged from ₩9.87b at last update. Net income forecast to shrink 13% next year vs 16% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,107. Share price was steady at ₩5,250 over the past week.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,070, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Construction industry in South Korea. Total returns to shareholders of 1.4% over the past three years.Buying Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be ₩8,478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Apr 20Now 22% undervaluedOver the last 90 days, the stock is up 9.1%. The fair value is estimated to be ₩8,214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Apr 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Rin-Gon Moon is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Jan 28Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩10.5b to ₩9.59b. EPS estimate also fell from ₩1,380 per share to ₩1,067 per share. Net income forecast to shrink 6.4% next year vs 20% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,467. Share price fell 3.1% to ₩5,670 over the past week.お知らせ • Jun 26Two Participate in Preliminary Bidding for Daewoo E&CA mid-sized builder and a consortium led by a property developer submitted preliminary bids to buy a controlling stake in Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) from an investment fund under the state-run Korea Development Bank (KDB), people familiar with the matter said June 25, 2021. The bidders are Jungheung Construction and the consortium made of DS Networks Co., Ltd. and SkyLake, a leading technology private equity firm, they said. Lead manager Bank of America Merrill Lynch received the bids from the two prospective buyers for a 50.75% stake in Daewoo E&C held by KDB Investment Co., a private equity firm controlled by the state-run lender, they said. The stake up for sale in Daewoo Engineering is valued at around KRW 2 trillion (USD 1.7 billion). KDB Investment reportedly plans to pick a preferred bidder in July and complete the sale of Daewoo E&C by the end of the year. KDB Investment did not make any official comment on the bids.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩8,870, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Construction industry in South Korea. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩7,499 per share.Price Target Changed • May 03Price target increased to ₩7,856Up from ₩7,328, the current price target is an average from 16 analysts. New target price is 6.3% above last closing price of ₩7,390. Stock is up 112% over the past year.Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩691 (vs ₩508 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩8.14t (down 6.0% from FY 2019). Net income: ₩283.8b (up 36% from FY 2019). Profit margin: 3.5% (up from 2.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,300, the stock trades at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.5x. Average P/E is 11x in the Construction industry in South Korea. Total returns to shareholders over the past three years are 15%.お知らせ • Mar 03Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.Price Target Changed • Jan 30Price target raised to ₩6,656Up from ₩5,768, the current price target is an average from 17 analysts. The new target price is 13% above the current share price of ₩5,900. As of last close, the stock is up 36% over the past year.Major Estimate Revision • Jan 30Analysts increase EPS estimates to ₩998The 2021 consensus revenue estimate increased from ₩9.49b to ₩9.77b. The earnings per share estimate also received an upgrade from ₩895 to ₩998 for the same period. Net income is expected to grow by 92% next year compared to 37% growth forecast for the Construction industry in South Korea. The consensus price target increased from ₩5,768 to ₩6,656. Share price is down by 5.9% to ₩5,900 over the past week.お知らせ • Jan 26Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2020 Results on Jan 28, 2021Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2020 results on Jan 28, 2021Is New 90 Day High Low • Jan 14New 90-day high: ₩6,050The company is up 109% from its price of ₩2,900 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,862 per share.Price Target Changed • Jan 13Price target raised to ₩4,872Up from ₩4,444, the current price target is an average from 14 analysts. The new target price is 15% below the current share price of ₩5,710. As of last close, the stock is up 22% over the past year.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩5,790, the stock is trading at a trailing P/E ratio of 12.4x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 11x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 4.1%.Is New 90 Day High Low • Dec 30New 90-day high: ₩4,985The company is up 79% from its price of ₩2,785 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩7,463 per share.Is New 90 Day High Low • Dec 09New 90-day high: ₩4,300The company is up 50% from its price of ₩2,865 on 10 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,110 per share.Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 21% share price gain to ₩4,300, the stock is trading at a trailing P/E ratio of 9.2x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 15% share price gain to ₩4,070, the stock is trading at a trailing P/E ratio of 8.7x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.Is New 90 Day High Low • Nov 11New 90-day high: ₩3,610The company is up 3.0% from its price of ₩3,510 on 13 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,119 per share.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to ₩3,610, the stock is trading at a trailing P/E ratio of 8.1x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 8x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 41%.お知らせ • Aug 31Daewoo Engineering & Construction Co., Ltd. to Report Q2, 2020 Results on Jul 30, 2020Daewoo Engineering & Construction Co., Ltd. announced that they will report Q2, 2020 results on Jul 30, 2020お知らせ • Aug 06Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040).Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) in January 2020. Sang-Soo Yoo and Jin-Song Chung of Pwc Korea Ltd. acted as due diligence providers to Strike Capital Management, LLC. Strike Capital Management, LLC completed the acquisition of Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) on in January 2020.株主還元A047040KR ConstructionKR 市場7D1.0%7.3%-2.3%1Y290.3%52.6%97.1%株主還元を見る業界別リターン: A047040過去 1 年間で52.6 % の収益を上げたKR Construction業界を上回りました。リターン対市場: A047040過去 1 年間で97.1 % の収益を上げたKR市場を上回りました。価格変動Is A047040's price volatile compared to industry and market?A047040 volatilityA047040 Average Weekly Movement14.2%Construction Industry Average Movement10.5%Market Average Movement9.5%10% most volatile stocks in KR Market17.1%10% least volatile stocks in KR Market5.0%安定した株価: A047040の株価は、 KR市場と比較して過去 3 か月間で変動しています。時間の経過による変動: A047040の weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてKRの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19733,483Bohyun Kimwww.daewooenc.com大宇建設は韓国内外でエンジニアリングと建設事業に従事している。同社は、高速道路、道路、橋、鉄道、地下鉄、港湾、埋立施設、環境、レジャー・プロジェクトなどの土木インフラ・プロジェクトを建設している。また、アパート、ワンルーム・マンション、都市型ライフスタイル・ハウス、都市型住宅、複合商業施設、タウンハウス、別荘、非住宅施設などの住宅プロジェクトも建設し、再開発、建て替え、リフォーム・サービスも提供している。また、LNG、石油・ガス、石油精製・石油化学、発電所、原子力発電などのプラント施設の建設や関連事業も行っている。さらに、国内外のエネルギー、インフラ、新都市建設プロジェクト、オフィスビル、ホテル、展示会、スポーツ施設、マンション、教育・研究・医療施設などの建築事業、不動産、IPP、PPPなどの国内外の投資開発事業、鉄骨・PC事業、道路・サービスエリアの運営、不動産賃貸・ホテル事業などを行っている。同社は1973年に設立され、韓国ソウルに本社を置いている。もっと見るDaewoo Engineering & Construction Co., Ltd. 基礎のまとめDaewoo Engineering & Construction の収益と売上を時価総額と比較するとどうか。A047040 基礎統計学時価総額₩6.21t収益（TTM）-₩773.88b売上高(TTM)₩7.93t0.8xP/Sレシオ-8.0xPER（株価収益率A047040 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A047040 損益計算書（TTM）収益₩7.93t売上原価₩7.58t売上総利益₩351.21bその他の費用₩1.13t収益-₩773.88b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-1.91kグロス・マージン4.43%純利益率-9.76%有利子負債／自己資本比率111.8%A047040 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/25 18:33終値2026/07/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daewoo Engineering & Construction Co., Ltd. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Jay YooBofA Global ResearchSteve ChungCLSATae-Hwan LeeDaishin Securities Co. Ltd.26 その他のアナリストを表示
Price Target Changed • Jul 22Price target increased by 7.2% to ₩19,485Up from ₩18,169, the current price target is an average from 13 analysts. New target price is 28% above last closing price of ₩15,270. Stock is up 286% over the past year. The company is forecast to post earnings per share of ₩1,190 next year compared to a net loss per share of ₩2,220 last year.
Price Target Changed • Jul 13Price target decreased by 11% to ₩18,169Down from ₩20,323, the current price target is an average from 13 analysts. New target price is 14% above last closing price of ₩15,980. Stock is up 287% over the past year. The company is forecast to post earnings per share of ₩1,199 next year compared to a net loss per share of ₩2,220 last year.
Buy Or Sell Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock has risen 3.9% to ₩18,030. The fair value is estimated to be ₩22,741, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jun 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to ₩27,150. The fair value is estimated to be ₩21,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.
Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 158% to ₩26,200. The fair value is estimated to be ₩21,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Jul 22Price target increased by 7.2% to ₩19,485Up from ₩18,169, the current price target is an average from 13 analysts. New target price is 28% above last closing price of ₩15,270. Stock is up 286% over the past year. The company is forecast to post earnings per share of ₩1,190 next year compared to a net loss per share of ₩2,220 last year.
Price Target Changed • Jul 13Price target decreased by 11% to ₩18,169Down from ₩20,323, the current price target is an average from 13 analysts. New target price is 14% above last closing price of ₩15,980. Stock is up 287% over the past year. The company is forecast to post earnings per share of ₩1,199 next year compared to a net loss per share of ₩2,220 last year.
Buy Or Sell Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock has risen 3.9% to ₩18,030. The fair value is estimated to be ₩22,741, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jun 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to ₩27,150. The fair value is estimated to be ₩21,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.
Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 158% to ₩26,200. The fair value is estimated to be ₩21,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • May 28Is It Time To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it received a lot of...
お知らせ • Apr 25Daewoo Engineering & Construction Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
Buy Or Sell Opportunity • Mar 19Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 328% to ₩16,110. The fair value is estimated to be ₩13,138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₩2,220 loss per share (down from ₩570 profit in FY 2024). Revenue: ₩8.05t (down 23% from FY 2024). Net loss: ₩912.3b (down 490% from profit in FY 2024). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: art hall, 170, eulji-ro, jung-gu, seoul South Korea
Buy Or Sell Opportunity • Mar 03Now 23% undervaluedOver the last 90 days, the stock has risen 152% to ₩8,980. The fair value is estimated to be ₩11,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Feb 28Price target increased by 10% to ₩6,993Up from ₩6,331, the current price target is an average from 14 analysts. New target price is 31% below last closing price of ₩10,140. Stock is up 199% over the past year.
New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2025 Results on Feb 09, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2025 results on Feb 09, 2026
Price Target Changed • Jan 28Price target increased by 7.5% to ₩4,914Up from ₩4,571, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₩5,150. Stock is up 53% over the past year. The company is forecast to post earnings per share of ₩126 for next year compared to ₩570 last year.
分析記事 • Jan 20What Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) 34% Share Price Gain Is Not Telling YouThe Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) share price has done very well over the last month...
分析記事 • Jan 14Returns On Capital Signal Tricky Times Ahead For Daewoo Engineering & Construction (KRX:047040)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 • Dec 05Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Construction industry in Korea, you could be...
Reported Earnings • Nov 04Third quarter 2025 earnings released: ₩123 loss per share (vs ₩92.68 profit in 3Q 2024)Third quarter 2025 results: ₩123 loss per share (down from ₩92.68 profit in 3Q 2024). Revenue: ₩1.99t (down 22% from 3Q 2024). Net loss: ₩50.6b (down 233% from profit in 3Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 26Is It Too Late To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it saw significant...
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,365, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Construction industry in South Korea. Total loss to shareholders of 19% over the past three years.
分析記事 • Aug 20There May Be Some Bright Spots In Daewoo Engineering & Construction's (KRX:047040) EarningsKOSE:A047040 1 Year Share Price vs Fair Value Explore Daewoo Engineering & Construction's Fair Values from the...
New Risk • Aug 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Major Estimate Revision • Aug 02Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩613 to ₩381 per share. Revenue forecast steady at ₩8.57b. Net income forecast to grow 0.2% next year vs 19% growth forecast for Construction industry in South Korea. Consensus price target of ₩4,627 unchanged from last update. Share price fell 6.5% to ₩3,665 over the past week.
分析記事 • Jul 29Daewoo Engineering & Construction (KRX:047040) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Jul 02Daewoo Engineering & Construction (KRX:047040) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 23Market Cool On Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) EarningsDaewoo Engineering & Construction Co., Ltd.'s ( KRX:047040 ) price-to-earnings (or "P/E") ratio of 7.7x might make it...
Reported Earnings • May 03First quarter 2025 earnings released: EPS: ₩141 (vs ₩215 in 1Q 2024)First quarter 2025 results: EPS: ₩141 (down from ₩215 in 1Q 2024). Revenue: ₩2.08t (down 17% from 1Q 2024). Net income: ₩58.0b (down 34% from 1Q 2024). Profit margin: 2.8% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.
分析記事 • May 01Should You Investigate Daewoo Engineering & Construction Co., Ltd. (KRX:047040) At ₩3,545?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it saw a decent share...
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ₩639 to ₩794. Revenue forecast unchanged at ₩9.18b. Net income forecast to grow 41% next year vs 14% growth forecast for Construction industry in South Korea. Consensus price target broadly unchanged at ₩4,181. Share price rose 7.6% to ₩3,530 over the past week.
分析記事 • Apr 09Daewoo Engineering & Construction (KRX:047040) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Outside Director Jae Joong Kim was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 24Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩570 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩234.1b (down 54% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 170, eulji-ro, jung-gu, seoul South Korea
分析記事 • Feb 11Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 5.8x Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) may be...
Reported Earnings • Feb 08Full year 2024 earnings released: EPS: ₩591 (vs ₩1,245 in FY 2023)Full year 2024 results: EPS: ₩591 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩242.8b (down 53% from FY 2023). Profit margin: 2.3% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).
Major Estimate Revision • Feb 07Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩10.5b to ₩8.54b. EPS estimate fell from ₩787 to ₩715 per share. Net income forecast to shrink 9.1% next year vs 41% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,438 to ₩4,331. Share price was steady at ₩3,340 over the past week.
お知らせ • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2024 Results on Feb 06, 2025Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2024 results on Feb 06, 2025
分析記事 • Jan 24At ₩3,370, Is It Time To Put Daewoo Engineering & Construction Co., Ltd. (KRX:047040) On Your Watch List?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it received a lot of...
分析記事 • Dec 17The Returns On Capital At Daewoo Engineering & Construction (KRX:047040) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
New Risk • Dec 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.2% per year for the foreseeable future. Minor Risk High level of debt (41% net debt to equity).
分析記事 • Nov 22Beyond Lackluster Earnings: Potential Concerns For Daewoo Engineering & Construction's (KRX:047040) ShareholdersAfter announcing weak earnings, Daewoo Engineering & Construction Co., Ltd.'s ( KRX:047040 ) stock was strong. While...
New Risk • Nov 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (40% accrual ratio).
Price Target Changed • Nov 09Price target decreased by 7.4% to ₩4,569Down from ₩4,933, the current price target is an average from 16 analysts. New target price is 23% above last closing price of ₩3,705. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₩688 for next year compared to ₩1,245 last year.
お知らせ • Nov 05Daewoo Engineering & Construction Announces CEO ChangesOn November 5, 2024, Daewoo Engineering & Construction announced that Kim Bo-hyun, the current executive vice president, is set to take on the role of CEO at the upcoming board meeting scheduled for December. Kim, born in 1966, is a retired South Korean Air Force brigadier general and former fighter pilot. He joined Daewoo in 2021 as the head of the acquisition team during Jungheung Group's takeover of the company. After a year as an adviser, he took on the role of executive vice president in 2023 to oversee Daewoo's local and overseas projects. Current CEO Baek Jung-wan will continue to serve his term which ends in February 2025. The company added that Baek has played a critical role in stabilizing the management during the ownership transition period. The company also noted that this leadership transition aims to solidify its organizational structure as it anticipates challenging conditions in the construction sector next year.
Major Estimate Revision • Nov 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩821 to ₩705 per share. Revenue forecast steady at ₩10.5b. Net income forecast to shrink 17% next year vs 28% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,933 to ₩4,767. Share price fell 2.2% to ₩3,540 over the past week.
お知らせ • Oct 16J&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billionJ&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billion on October 10, 2024. A cash consideration of KRW 30 billion valued at KRW 172651 per share will be paid by J&KS Co., Ltd. As part of consideration, KRW 30 billion is paid towards common equity of Korea Infrastructure Management Co.,Ltd. The expected completion of the transaction is December 1, 2024 to December 31, 2024.
お知らせ • Oct 08Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million.Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million on October 8, 2024. Industrial Bank of Korea (KOSE:A024110) completed the acquisition of remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others on October 8, 2024.
分析記事 • Sep 18The Market Doesn't Like What It Sees From Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Earnings YetWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider Daewoo...
分析記事 • Aug 28Daewoo Engineering & Construction (KRX:047040) Could Be Struggling To Allocate CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Aug 03Is Now An Opportune Moment To Examine Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), is not the largest company out there, but it saw a...
Reported Earnings • May 02First quarter 2024 earnings released: EPS: ₩223 (vs ₩236 in 1Q 2023)First quarter 2024 results: EPS: ₩223 (down from ₩236 in 1Q 2023). Revenue: ₩2.49t (down 4.6% from 1Q 2023). Net income: ₩91.5b (down 5.7% from 1Q 2023). Profit margin: 3.7% (in line with 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
分析記事 • Mar 27Solid Earnings May Not Tell The Whole Story For Daewoo Engineering & Construction (KRX:047040)Daewoo Engineering & Construction Co., Ltd.'s ( KRX:047040 ) robust recent earnings didn't do much to move the stock...
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩1,245 (vs ₩1,227 in FY 2022)Full year 2023 results: EPS: ₩1,245 (up from ₩1,227 in FY 2022). Revenue: ₩12t (up 12% from FY 2022). Net income: ₩511.7b (up 1.5% from FY 2022). Profit margin: 4.4% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 1.9%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Mar 07Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 3x Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) may be...
New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio).
Major Estimate Revision • Jan 31Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩11.8b to ₩10.6b. EPS estimate also fell from ₩1,247 per share to ₩1,022 per share. Net income forecast to shrink 13% next year vs 26% growth forecast for Construction industry in South Korea . Consensus price target down from ₩5,529 to ₩5,414. Share price was steady at ₩3,945 over the past week.
Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to ₩3,880. The fair value is estimated to be ₩4,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to decline by 1.6% per annum. Earnings are forecast to grow by 1.9% per annum over the same time period.
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: ₩282 (vs ₩417 in 3Q 2022)Third quarter 2023 results: EPS: ₩282 (down from ₩417 in 3Q 2022). Revenue: ₩2.99t (up 19% from 3Q 2022). Net income: ₩109.9b (down 36% from 3Q 2022). Profit margin: 3.7% (down from 6.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Jul 28Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩11.0b to ₩11.9b. EPS estimate increased from ₩1,058 to ₩1,260 per share. Net income forecast to grow 23% next year vs 5.0% growth forecast for Construction industry in South Korea. Consensus price target of ₩5,617 unchanged from last update. Share price was steady at ₩4,330 over the past week.
Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩1,227 (up from ₩1,180 in FY 2021). Revenue: ₩10t (up 20% from FY 2021). Net income: ₩504.0b (up 4.0% from FY 2021). Profit margin: 4.8% (down from 5.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 09Price target decreased to ₩5,962Down from ₩6,443, the current price target is an average from 13 analysts. New target price is 32% above last closing price of ₩4,505. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩1,255 for next year compared to ₩1,180 last year.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ₩417 (vs ₩217 in 3Q 2021)Third quarter 2022 results: EPS: ₩417 (up from ₩217 in 3Q 2021). Revenue: ₩2.52t (up 20% from 3Q 2021). Net income: ₩171.4b (up 92% from 3Q 2021). Profit margin: 6.8% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Nov 01Price target decreased to ₩6,686Down from ₩7,243, the current price target is an average from 14 analysts. New target price is 59% above last closing price of ₩4,205. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩1,178 for next year compared to ₩1,180 last year.
Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩1,039 to ₩1,181. Revenue forecast steady at ₩9.94b. Net income forecast to grow 20% next year vs 11% growth forecast for Construction industry in South Korea. Consensus price target of ₩7,243 unchanged from last update. Share price rose 6.7% to ₩4,240 over the past week.
Price Target Changed • Aug 01Price target decreased to ₩7,629Down from ₩8,250, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩5,300. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩1,006 for next year compared to ₩1,180 last year.
Major Estimate Revision • Jul 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,304 to ₩970. Revenue forecast unchanged from ₩9.87b at last update. Net income forecast to shrink 13% next year vs 16% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,107. Share price was steady at ₩5,250 over the past week.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,070, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Construction industry in South Korea. Total returns to shareholders of 1.4% over the past three years.
Buying Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be ₩8,478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Apr 20Now 22% undervaluedOver the last 90 days, the stock is up 9.1%. The fair value is estimated to be ₩8,214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Apr 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Rin-Gon Moon is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Jan 28Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩10.5b to ₩9.59b. EPS estimate also fell from ₩1,380 per share to ₩1,067 per share. Net income forecast to shrink 6.4% next year vs 20% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,467. Share price fell 3.1% to ₩5,670 over the past week.
お知らせ • Jun 26Two Participate in Preliminary Bidding for Daewoo E&CA mid-sized builder and a consortium led by a property developer submitted preliminary bids to buy a controlling stake in Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) from an investment fund under the state-run Korea Development Bank (KDB), people familiar with the matter said June 25, 2021. The bidders are Jungheung Construction and the consortium made of DS Networks Co., Ltd. and SkyLake, a leading technology private equity firm, they said. Lead manager Bank of America Merrill Lynch received the bids from the two prospective buyers for a 50.75% stake in Daewoo E&C held by KDB Investment Co., a private equity firm controlled by the state-run lender, they said. The stake up for sale in Daewoo Engineering is valued at around KRW 2 trillion (USD 1.7 billion). KDB Investment reportedly plans to pick a preferred bidder in July and complete the sale of Daewoo E&C by the end of the year. KDB Investment did not make any official comment on the bids.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩8,870, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Construction industry in South Korea. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩7,499 per share.
Price Target Changed • May 03Price target increased to ₩7,856Up from ₩7,328, the current price target is an average from 16 analysts. New target price is 6.3% above last closing price of ₩7,390. Stock is up 112% over the past year.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩691 (vs ₩508 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩8.14t (down 6.0% from FY 2019). Net income: ₩283.8b (up 36% from FY 2019). Profit margin: 3.5% (up from 2.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,300, the stock trades at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.5x. Average P/E is 11x in the Construction industry in South Korea. Total returns to shareholders over the past three years are 15%.
お知らせ • Mar 03Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.
Price Target Changed • Jan 30Price target raised to ₩6,656Up from ₩5,768, the current price target is an average from 17 analysts. The new target price is 13% above the current share price of ₩5,900. As of last close, the stock is up 36% over the past year.
Major Estimate Revision • Jan 30Analysts increase EPS estimates to ₩998The 2021 consensus revenue estimate increased from ₩9.49b to ₩9.77b. The earnings per share estimate also received an upgrade from ₩895 to ₩998 for the same period. Net income is expected to grow by 92% next year compared to 37% growth forecast for the Construction industry in South Korea. The consensus price target increased from ₩5,768 to ₩6,656. Share price is down by 5.9% to ₩5,900 over the past week.
お知らせ • Jan 26Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2020 Results on Jan 28, 2021Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2020 results on Jan 28, 2021
Is New 90 Day High Low • Jan 14New 90-day high: ₩6,050The company is up 109% from its price of ₩2,900 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,862 per share.
Price Target Changed • Jan 13Price target raised to ₩4,872Up from ₩4,444, the current price target is an average from 14 analysts. The new target price is 15% below the current share price of ₩5,710. As of last close, the stock is up 22% over the past year.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩5,790, the stock is trading at a trailing P/E ratio of 12.4x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 11x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 4.1%.
Is New 90 Day High Low • Dec 30New 90-day high: ₩4,985The company is up 79% from its price of ₩2,785 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩7,463 per share.
Is New 90 Day High Low • Dec 09New 90-day high: ₩4,300The company is up 50% from its price of ₩2,865 on 10 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,110 per share.
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 21% share price gain to ₩4,300, the stock is trading at a trailing P/E ratio of 9.2x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.
Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 15% share price gain to ₩4,070, the stock is trading at a trailing P/E ratio of 8.7x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.
Is New 90 Day High Low • Nov 11New 90-day high: ₩3,610The company is up 3.0% from its price of ₩3,510 on 13 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,119 per share.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to ₩3,610, the stock is trading at a trailing P/E ratio of 8.1x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 8x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 41%.
お知らせ • Aug 31Daewoo Engineering & Construction Co., Ltd. to Report Q2, 2020 Results on Jul 30, 2020Daewoo Engineering & Construction Co., Ltd. announced that they will report Q2, 2020 results on Jul 30, 2020
お知らせ • Aug 06Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040).Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) in January 2020. Sang-Soo Yoo and Jin-Song Chung of Pwc Korea Ltd. acted as due diligence providers to Strike Capital Management, LLC. Strike Capital Management, LLC completed the acquisition of Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) on in January 2020.
