View ValuationCS Wind 将来の成長Future 基準チェック /36CS Wind利益と収益がそれぞれ年間38.3%と5.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.9% 35.3%なると予測されています。主要情報38.3%収益成長率35.34%EPS成長率Electrical 収益成長42.6%収益成長率5.7%将来の株主資本利益率13.86%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報Price Target Changed • May 09Price target increased by 10% to ₩73,000Up from ₩66,333, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩60,500. Stock is up 42% over the past year. The company is forecast to post earnings per share of ₩4,320 for next year compared to ₩837 last year.Price Target Changed • Mar 17Price target increased by 7.4% to ₩60,500Up from ₩56,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₩58,000. Stock is up 57% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.Price Target Changed • Nov 12Price target decreased by 7.5% to ₩57,333Down from ₩62,000, the current price target is an average from 6 analysts. New target price is 30% above last closing price of ₩43,950. Stock is up 7.7% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.Price Target Changed • Aug 12Price target increased by 7.9% to ₩62,286Up from ₩57,714, the current price target is an average from 7 analysts. New target price is 37% above last closing price of ₩45,500. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩5,571 for next year compared to ₩3,434 last year.Price Target Changed • Jun 27Price target decreased by 11% to ₩57,714Down from ₩65,125, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩47,700. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of ₩5,487 for next year compared to ₩3,434 last year.Price Target Changed • Jul 05Price target decreased by 7.5% to ₩74,077Down from ₩80,077, the current price target is an average from 13 analysts. New target price is 54% above last closing price of ₩48,100. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩850 for next year compared to ₩480 last year.すべての更新を表示Recent updates分析記事 • May 20Is Now The Time To Look At Buying CS Wind Corporation (KRX:112610)?While CS Wind Corporation ( KRX:112610 ) might not have the largest market cap around , it received a lot of attention...Price Target Changed • May 09Price target increased by 10% to ₩73,000Up from ₩66,333, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩60,500. Stock is up 42% over the past year. The company is forecast to post earnings per share of ₩4,320 for next year compared to ₩837 last year.Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩60,500, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 43x in the Electrical industry in South Korea. Total loss to shareholders of 19% over the past three years.お知らせ • Apr 28CS Wind Corporation to Report Q1, 2026 Results on May 07, 2026CS Wind Corporation announced that they will report Q1, 2026 results on May 07, 2026New Risk • Apr 07New 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 13% 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: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).New Risk • Mar 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Price Target Changed • Mar 17Price target increased by 7.4% to ₩60,500Up from ₩56,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₩58,000. Stock is up 57% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩51,800, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 22x in the Electrical industry in South Korea. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩59,278 per share.Buy Or Sell Opportunity • Mar 04Now 26% undervaluedThe stock has been flat over the last 90 days, currently trading at ₩42,400. The fair value is estimated to be ₩57,349, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 92%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩49,750, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Electrical industry in South Korea. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩58,883 per share.お知らせ • Feb 24CS Wind Corporation, Annual General Meeting, Mar 26, 2026CS Wind Corporation, Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 723, eonju-ro, gangnam-gu, seoul South Korea分析記事 • Jan 08Is Now An Opportune Moment To Examine CS Wind Corporation (KRX:112610)?CS Wind Corporation ( KRX:112610 ), might not be a large cap stock, but it received a lot of attention from a...Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%).分析記事 • Dec 08CS Wind (KRX:112610) Is Paying Out A Dividend Of ₩1000.00CS Wind Corporation ( KRX:112610 ) has announced that it will pay a dividend of ₩1000.00 per share on the 16th of...分析記事 • Dec 05Investors Aren't Buying CS Wind Corporation's (KRX:112610) EarningsWith a price-to-earnings (or "P/E") ratio of 9.2x CS Wind Corporation ( KRX:112610 ) may be sending bullish signals at...分析記事 • Nov 24We Think CS Wind's (KRX:112610) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that CS Wind Corporation's ( KRX:112610 ) strong earnings didn't offer any...Price Target Changed • Nov 12Price target decreased by 7.5% to ₩57,333Down from ₩62,000, the current price target is an average from 6 analysts. New target price is 30% above last closing price of ₩43,950. Stock is up 7.7% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% 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 1.7% per year for the foreseeable future. Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 09CS Wind (KRX:112610) Is Paying Out A Dividend Of ₩1000.00CS Wind Corporation ( KRX:112610 ) will pay a dividend of ₩1000.00 on the 16th of April. The dividend yield will be...Declared Dividend • Nov 08Dividend of ₩1,000 announcedDividend of ₩1,000 is the same as last year. Ex-date: 29th December 2025 Payment date: 16th April 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 31% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07CS Wind Corporation announces Annual dividend, payable on April 16, 2026CS Wind Corporation announced Annual dividend of KRW 1000.0000 per share payable on April 16, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.お知らせ • Oct 27CS Wind Corporation to Report Nine Months, 2025 Results on Nov 07, 2025CS Wind Corporation announced that they will report nine months, 2025 results on Nov 07, 2025分析記事 • Oct 16Is There An Opportunity With CS Wind Corporation's (KRX:112610) 48% Undervaluation?Key Insights CS Wind's estimated fair value is ₩85,521 based on 2 Stage Free Cash Flow to Equity CS Wind's ₩44,700...分析記事 • Sep 26Return Trends At CS Wind (KRX:112610) Aren't AppealingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩920 (vs ₩2,456 in 2Q 2024)Second quarter 2025 results: EPS: ₩920 (down from ₩2,456 in 2Q 2024). Revenue: ₩650.0b (down 24% from 2Q 2024). Net income: ₩38.1b (down 63% from 2Q 2024). Profit margin: 5.9% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in South Korea. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 12Price target increased by 7.9% to ₩62,286Up from ₩57,714, the current price target is an average from 7 analysts. New target price is 37% above last closing price of ₩45,500. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩5,571 for next year compared to ₩3,434 last year.分析記事 • Aug 09Is It Too Late To Consider Buying CS Wind Corporation (KRX:112610)?KOSE:A112610 1 Year Share Price vs Fair Value Explore CS Wind's Fair Values from the Community and select yours CS Wind...お知らせ • Jul 29CS Wind Corporation to Report First Half, 2025 Results on Aug 08, 2025CS Wind Corporation announced that they will report first half, 2025 results on Aug 08, 2025Buy Or Sell Opportunity • Jul 21Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to ₩52,000. The fair value is estimated to be ₩39,504, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 13% in the next 2 years.Buy Or Sell Opportunity • Jul 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to ₩49,400. The fair value is estimated to be ₩40,197, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 13% in the next 2 years.Price Target Changed • Jun 27Price target decreased by 11% to ₩57,714Down from ₩65,125, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩47,700. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of ₩5,487 for next year compared to ₩3,434 last year.分析記事 • Jun 18We Like These Underlying Return On Capital Trends At CS Wind (KRX:112610)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • May 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.0% 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 5.0% per year for the foreseeable future. Minor Risks High level of debt (67% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.9% average weekly change).Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩43,050, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electrical industry in South Korea. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩35,937 per share.分析記事 • May 23Estimating The Fair Value Of CS Wind Corporation (KRX:112610)Key Insights CS Wind's estimated fair value is ₩35,442 based on 2 Stage Free Cash Flow to Equity Current share price of...New Risk • May 15New 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 8.8% 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 (4.1% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.8% average weekly change).Buy Or Sell Opportunity • May 14Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ₩49,300. The fair value is estimated to be ₩36,122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩44,100, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Electrical industry in South Korea. Total loss to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,249 per share.分析記事 • May 08CS Wind Corporation (KRX:112610) Shares Fly 33% But Investors Aren't Buying For GrowthCS Wind Corporation ( KRX:112610 ) shares have had a really impressive month, gaining 33% after a shaky period...お知らせ • Apr 30CS Wind Corporation to Report Q1, 2025 Results on May 08, 2025CS Wind Corporation announced that they will report Q1, 2025 results on May 08, 2025分析記事 • Mar 11A Piece Of The Puzzle Missing From CS Wind Corporation's (KRX:112610) Share PriceIt's not a stretch to say that CS Wind Corporation's ( KRX:112610 ) price-to-earnings (or "P/E") ratio of 13.2x right...Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩35,350, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Electrical industry in South Korea. Total loss to shareholders of 42% over the past three years.お知らせ • Feb 19CS Wind Corporation, Annual General Meeting, Mar 26, 2025CS Wind Corporation, Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 723, eonju-ro, gangnam-gu, seoul South Korea分析記事 • Jan 21Here's Why CS Wind (KRX:112610) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 03Should You Think About Buying CS Wind Corporation (KRX:112610) Now?While CS Wind Corporation ( KRX:112610 ) might not have the largest market cap around , it saw a decent share price...Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 09 April 2025. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.6%).分析記事 • Nov 26Impressive Earnings May Not Tell The Whole Story For CS Wind (KRX:112610)Despite announcing strong earnings, CS Wind Corporation's ( KRX:112610 ) stock was sluggish. We think that the market...New Risk • Nov 26New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. 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 (21% accrual ratio).分析記事 • Nov 11CS Wind Corporation (KRX:112610) Shares Slammed 26% But Getting In Cheap Might Be Difficult RegardlessThe CS Wind Corporation ( KRX:112610 ) share price has fared very poorly over the last month, falling by a substantial...Valuation Update With 7 Day Price Move • Nov 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩46,850, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Electrical industry in South Korea. Total loss to shareholders of 24% over the past three years.お知らせ • Oct 29CS Wind Corporation to Report Nine Months, 2024 Results on Nov 07, 2024CS Wind Corporation announced that they will report nine months, 2024 results on Nov 07, 2024Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩56,400, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electrical industry in South Korea. Total loss to shareholders of 18% over the past three years.分析記事 • Oct 19CS Wind (KRX:112610) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩65,500, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Electrical industry in South Korea. Total loss to shareholders of 9.7% over the past three years.分析記事 • Aug 25Earnings Tell The Story For CS Wind Corporation (KRX:112610) As Its Stock Soars 27%CS Wind Corporation ( KRX:112610 ) shares have had a really impressive month, gaining 27% after a shaky period...New Risk • Aug 08New 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 9.6% 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 Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).お知らせ • Jul 27CS Wind Corporation announced that it expects to receive KRW 44.5524161 billion in funding from Kiwoom Securities Co., Ltd.CS Wind Corporation announced a private placement to issue Zero Coupon Bearer Interest Unsecured Private Placement New Exchangeable Bonds due July 31, 2054 for the gross proceeds of KRW 44,552,416,100 on July 25, 2024. The transaction will include participation from new investor Kiwoom Securities Co., Ltd.. The transaction has been approved by shareholders, restricted to a hold period and is expected to close on July 31, 2024. The bonds bear zero coupon rate and zero maturity rate and matures on July 31, 2054. The bonds are 100% convertible into 741,922 shares at a fixed conversion price of KRW 60,500 from August 7, 2024 to June 30, 2054.分析記事 • Jul 11CS Wind Corporation's (KRX:112610) Subdued P/S Might Signal An OpportunityIt's not a stretch to say that CS Wind Corporation's ( KRX:112610 ) price-to-sales (or "P/S") ratio of 1.1x right now...Price Target Changed • Jul 05Price target decreased by 7.5% to ₩74,077Down from ₩80,077, the current price target is an average from 13 analysts. New target price is 54% above last closing price of ₩48,100. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩850 for next year compared to ₩480 last year.New Risk • Jun 09New 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 7.6% 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 Risks Interest payments are not well covered by earnings (2.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).Major Estimate Revision • May 12Consensus EPS estimates fall by 65%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩2.71b to ₩2.75b. EPS estimate fell from ₩2,443 to ₩848 per share. Net income forecast to grow 83% next year vs 29% growth forecast for Electrical industry in South Korea. Consensus price target down from ₩80,077 to ₩76,000. Share price fell 6.8% to ₩48,200 over the past week.お知らせ • May 03CS Wind Corporation to Report Q1, 2024 Results on May 09, 2024CS Wind Corporation announced that they will report Q1, 2024 results on May 09, 2024Buy Or Sell Opportunity • Apr 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to ₩52,400. The fair value is estimated to be ₩67,086, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 38%. Revenue is forecast to grow by 117% in 2 years. Earnings are forecast to grow by 897% in the next 2 years.分析記事 • Apr 29Slowing Rates Of Return At CS Wind (KRX:112610) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Mar 25Shareholders Can Be Confident That CS Wind's (KRX:112610) Earnings Are High QualityCS Wind Corporation ( KRX:112610 ) recently posted some strong earnings, and the market responded positively. We did...Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩480 (vs ₩77.53 in FY 2022)Full year 2023 results: EPS: ₩480 (up from ₩77.53 in FY 2022). Revenue: ₩1.52t (up 11% from FY 2022). Net income: ₩19.9b (up ₩16.7b from FY 2022). Profit margin: 1.3% (up from 0.2% in FY 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electrical industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.分析記事 • Mar 17Is Now The Time To Look At Buying CS Wind Corporation (KRX:112610)?CS Wind Corporation ( KRX:112610 ), is not the largest company out there, but it saw significant share price movement...分析記事 • Mar 01CS Wind Corporation's (KRX:112610) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 53.8x CS Wind Corporation ( KRX:112610 ) may be sending very bearish...お知らせ • Feb 27CS Wind Corporation, Annual General Meeting, Mar 26, 2024CS Wind Corporation, Annual General Meeting, Mar 26, 2024, at 10:00 Korea Standard Time. Location: 1F, CS Wind HQ, 723 Eonju-ro, Gangnam-gu Seoul South Korea Agenda: To approve financial statements and consolidated financial statements for the 18th term; to approve amendments to the articles of incorporation; to consider election of directors; to consider Election of ByungYun, Lim as audit committee member; and to consider approval of Director Remuneration Limit.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩49,750, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Electrical industry in South Korea. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩97,131 per share.お知らせ • Feb 13CS Wind Corporation to Report Fiscal Year 2023 Results on Feb 19, 2024CS Wind Corporation announced that they will report fiscal year 2023 results on Feb 19, 2024Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩66,600, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Electrical industry in South Korea. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,111 per share.Major Estimate Revision • Nov 10Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.68b to ₩1.63b. EPS estimate also fell from ₩2,209 per share to ₩1,701 per share. Net income forecast to grow 284% next year vs 54% growth forecast for Electrical industry in South Korea. Consensus price target down from ₩103,091 to ₩95,273. Share price fell 3.1% to ₩45,350 over the past week.Price Target Changed • Nov 09Price target decreased by 7.6% to ₩95,273Down from ₩103,091, the current price target is an average from 11 analysts. New target price is 97% above last closing price of ₩48,450. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩2,113 for next year compared to ₩7.82 last year.New Risk • Aug 19New 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 Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: ₩498 (vs ₩162 in 2Q 2022)Second quarter 2023 results: EPS: ₩498 (up from ₩162 in 2Q 2022). Revenue: ₩415.5b (up 27% from 2Q 2022). Net income: ₩20.6b (up 206% from 2Q 2022). Profit margin: 5.0% (up from 2.1% in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electrical industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Major Estimate Revision • Aug 11Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.79b to ₩1.76b. EPS estimate also fell from ₩2,370 per share to ₩2,098 per share. Net income forecast to grow 705% next year vs 104% growth forecast for Electrical industry in South Korea. Consensus price target of ₩104,727 unchanged from last update. Share price fell 3.2% to ₩69,000 over the past week.お知らせ • Jul 12CS Wind Corporation (KOSE:A112610) agreed to acquire Bladt Industries A/S from Nordic Capital VII, L.P. managed by Nordic Capital for approximately KRW 26.9 billion.CS Wind Corporation (KOSE:A112610) agreed to acquire Bladt Industries A/S from Nordic Capital VII, L.P. managed by Nordic Capital for approximately KRW 26.9 billion on July 7, 2023. CS Wind Corporation board of directors passed the resolution. The transaction is expected to be completed on November 1, 2023.Major Estimate Revision • May 15Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.70b to ₩1.72b. EPS estimate increased from ₩1,992 to ₩2,264 per share. Net income forecast to grow 21,693% next year vs 63% growth forecast for Electrical industry in South Korea. Consensus price target up from ₩90,375 to ₩93,000. Share price rose 7.5% to ₩78,400 over the past week.Major Estimate Revision • May 11Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.70b to ₩1.81b. EPS estimate increased from ₩1,992 to ₩2,565 per share. Net income forecast to grow 21,233% next year vs 60% growth forecast for Electrical industry in South Korea. Consensus price target broadly unchanged at ₩90,625. Share price rose 5.9% to ₩79,200 over the past week.Price Target Changed • Jan 03Price target increased to ₩86,750Up from ₩80,286, the current price target is an average from 8 analysts. New target price is 29% above last closing price of ₩67,500. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of ₩783 for next year compared to ₩1,598 last year.Upcoming Dividend • Dec 21Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 05 April 2023. The company is paying out more than 100% of its profits and is paying out 91% of its cash flow. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (0.9%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Sung-su Kim was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 10Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.52b to ₩1.44b. EPS estimate also fell from ₩1,069 per share to ₩826 per share. Net income forecast to grow 314% next year vs 99% growth forecast for Electrical industry in South Korea. Consensus price target broadly unchanged at ₩79,714. Share price rose 7.7% to ₩67,100 over the past week.Major Estimate Revision • Aug 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩940 to ₩1,087. Revenue forecast steady at ₩1.51b. Net income forecast to grow 81% next year vs 59% growth forecast for Electrical industry in South Korea. Consensus price target broadly unchanged at ₩76,667. Share price was steady at ₩64,500 over the past week.Major Estimate Revision • Aug 16Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.60b to ₩1.50b. EPS estimate also fell from ₩1,748 per share to ₩940 per share. Net income forecast to grow 81% next year vs 59% growth forecast for Electrical industry in South Korea. Consensus price target of ₩75,833 unchanged from last update. Share price rose 6.2% to ₩65,100 over the past week.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩55,500, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Electrical industry in South Korea. Total returns to shareholders of 280% over the past three years.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩59,700, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Electrical industry in South Korea. Total returns to shareholders of 207% over the past three years.Major Estimate Revision • Jun 13Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩1.64b to ₩1.61b. EPS estimate rose from ₩1,318 to ₩1,609. Net income forecast to grow 110% next year vs 57% growth forecast for Electrical industry in South Korea. Consensus price target down from ₩84,800 to ₩74,800. Share price fell 8.6% to ₩53,100 over the past week.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Mar 11Price target decreased to ₩91,667Down from ₩98,667, the current price target is an average from 6 analysts. New target price is 39% above last closing price of ₩65,800. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of ₩1,906 for next year compared to ₩946 last year.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to ₩46,000, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in South Korea. Total returns to shareholders of 262% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩75,591 per share.Upcoming Dividend • Dec 22Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 April 2022. Payout ratio is on the higher end at 91% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.8%).Major Estimate Revision • Aug 11Consensus EPS estimates fall to ₩1,959The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩1.22b to ₩1.21b. EPS estimate also fell from ₩2,279 to ₩1,959. Net income forecast to grow 107% next year vs 107% growth forecast for Electrical industry in South Korea. Consensus price target of ₩104,900 unchanged from last update. Share price was steady at ₩79,900 over the past week.お知らせ • Jun 04CS Wind Corporation (KOSE:A112610) agreed to acquire Vestas Towers America, Inc. from Vestas America Holding, Inc. for approximately KRW 170 billion.CS Wind Corporation (KOSE:A112610) agreed to acquire Vestas Towers America, Inc. from Vestas America Holding, Inc. for approximately KRW 170 billion on June 3, 2021. The consideration will be paid in cash CS Wind Corporation will acquire 0.010854 million shares of Vestas Towers America, Inc. Payment expected period is July 1, 2021. Funding method will be to use of capital increase funds. Vestas Towers America, In reported total assets of KRW 238.196 billion, total equity of KRW 48.234 billion, sale of KRW 340.964 billion and Net loss of 17.411 billion for December 30, 2020. The board has resolved the transaction. The transaction is expected to complete on July 1, 2021.業績と収益の成長予測KOSE:A112610 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,365,786219,650250,400336,700612/31/20273,391,518239,200230,550352,120712/31/20262,914,674178,220295,333394,250712/31/20252,931,64934,701434,512527,706N/A9/30/20252,821,437198,958532,615656,286N/A6/30/20253,029,889216,170234,956387,864N/A3/31/20253,237,717279,821124,053310,258N/A12/31/20243,072,529142,294-152,53449,067N/A9/30/20242,773,671104,319-229,883-15,128N/A6/30/20242,348,70150,281-182,23724,057N/A3/31/20241,906,391-30,881-301,546-102,749N/A12/31/20231,520,16219,381-81,157110,836N/A9/30/20231,560,63642,583-127,86026,897N/A6/30/20231,503,27129,717-207,372-71,600N/A3/31/20231,415,28815,856-87,02222,534N/A12/31/20221,374,8933,21550,349150,825N/A9/30/20221,421,94214,53327,683140,260N/A6/30/20221,312,77418,57461,472171,790N/A3/31/20221,263,87334,270-3,791106,292N/A12/31/20211,195,03667,361-199,998-105,391N/A9/30/20211,007,94344,540-186,094-119,160N/A6/30/20211,067,29454,870-155,550-43,018N/A3/31/20211,029,26546,700-163,017-40,781N/A12/31/2020969,06730,867-86,56923,988N/A9/30/2020893,43552,353-103,80137,456N/A6/30/2020806,29542,223-97,8076,684N/A3/31/2020805,33032,979-45,59536,559N/A12/31/2019799,39131,908-2,66885,675N/A9/30/2019766,85112,309N/A74,287N/A6/30/2019726,44413,785N/A55,199N/A3/31/2019597,23716,415N/A1,335N/A12/31/2018502,2085,924N/A-20,529N/A9/30/2018392,59217,043N/A42,823N/A6/30/2018353,81924,310N/A10,342N/A3/31/2018325,70927,812N/A-379N/A12/31/2017312,22738,947N/A-3,078N/A9/30/2017331,1288,432N/A11,842N/A6/30/2017275,907-18,134N/A56,094N/A3/31/2017302,987-17,717N/A56,468N/A12/31/2016311,218-17,270N/A48,828N/A9/30/2016290,46215,315N/A3,626N/A6/30/2016312,99522,818N/A-53,854N/A3/31/2016276,79322,132N/A-48,349N/A12/31/2015297,14321,364N/A-19,850N/A9/30/2015322,73128,932N/A-10,340N/A6/30/2015321,92641,195N/A25,631N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A112610の予測収益成長率 (年間38.3% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A112610の収益 ( 38.3% ) はKR市場 ( 29.6% ) よりも速いペースで成長すると予測されています。高成長収益: A112610の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: A112610の収益 ( 5.7% ) KR市場 ( 16.8% ) よりも低い成長が予測されています。高い収益成長: A112610の収益 ( 5.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A112610の 自己資本利益率 は、3年後には低くなると予測されています ( 13.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/27 16:40終値2026/05/27 00:00収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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CS Wind Corporation 7 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。13 アナリスト機関P. K. ParkCGS InternationalKyung-rae HanDaishin Securities Co. Ltd.Byung Hwa HanEugene Investment & Securities Co Ltd.10 その他のアナリストを表示
Price Target Changed • May 09Price target increased by 10% to ₩73,000Up from ₩66,333, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩60,500. Stock is up 42% over the past year. The company is forecast to post earnings per share of ₩4,320 for next year compared to ₩837 last year.
Price Target Changed • Mar 17Price target increased by 7.4% to ₩60,500Up from ₩56,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₩58,000. Stock is up 57% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.
Price Target Changed • Nov 12Price target decreased by 7.5% to ₩57,333Down from ₩62,000, the current price target is an average from 6 analysts. New target price is 30% above last closing price of ₩43,950. Stock is up 7.7% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.
Price Target Changed • Aug 12Price target increased by 7.9% to ₩62,286Up from ₩57,714, the current price target is an average from 7 analysts. New target price is 37% above last closing price of ₩45,500. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩5,571 for next year compared to ₩3,434 last year.
Price Target Changed • Jun 27Price target decreased by 11% to ₩57,714Down from ₩65,125, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩47,700. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of ₩5,487 for next year compared to ₩3,434 last year.
Price Target Changed • Jul 05Price target decreased by 7.5% to ₩74,077Down from ₩80,077, the current price target is an average from 13 analysts. New target price is 54% above last closing price of ₩48,100. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩850 for next year compared to ₩480 last year.
分析記事 • May 20Is Now The Time To Look At Buying CS Wind Corporation (KRX:112610)?While CS Wind Corporation ( KRX:112610 ) might not have the largest market cap around , it received a lot of attention...
Price Target Changed • May 09Price target increased by 10% to ₩73,000Up from ₩66,333, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩60,500. Stock is up 42% over the past year. The company is forecast to post earnings per share of ₩4,320 for next year compared to ₩837 last year.
Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩60,500, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 43x in the Electrical industry in South Korea. Total loss to shareholders of 19% over the past three years.
お知らせ • Apr 28CS Wind Corporation to Report Q1, 2026 Results on May 07, 2026CS Wind Corporation announced that they will report Q1, 2026 results on May 07, 2026
New Risk • Apr 07New 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 13% 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: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
New Risk • Mar 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Price Target Changed • Mar 17Price target increased by 7.4% to ₩60,500Up from ₩56,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₩58,000. Stock is up 57% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩51,800, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 22x in the Electrical industry in South Korea. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩59,278 per share.
Buy Or Sell Opportunity • Mar 04Now 26% undervaluedThe stock has been flat over the last 90 days, currently trading at ₩42,400. The fair value is estimated to be ₩57,349, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 92%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩49,750, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Electrical industry in South Korea. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩58,883 per share.
お知らせ • Feb 24CS Wind Corporation, Annual General Meeting, Mar 26, 2026CS Wind Corporation, Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 723, eonju-ro, gangnam-gu, seoul South Korea
分析記事 • Jan 08Is Now An Opportune Moment To Examine CS Wind Corporation (KRX:112610)?CS Wind Corporation ( KRX:112610 ), might not be a large cap stock, but it received a lot of attention from a...
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%).
分析記事 • Dec 08CS Wind (KRX:112610) Is Paying Out A Dividend Of ₩1000.00CS Wind Corporation ( KRX:112610 ) has announced that it will pay a dividend of ₩1000.00 per share on the 16th of...
分析記事 • Dec 05Investors Aren't Buying CS Wind Corporation's (KRX:112610) EarningsWith a price-to-earnings (or "P/E") ratio of 9.2x CS Wind Corporation ( KRX:112610 ) may be sending bullish signals at...
分析記事 • Nov 24We Think CS Wind's (KRX:112610) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that CS Wind Corporation's ( KRX:112610 ) strong earnings didn't offer any...
Price Target Changed • Nov 12Price target decreased by 7.5% to ₩57,333Down from ₩62,000, the current price target is an average from 6 analysts. New target price is 30% above last closing price of ₩43,950. Stock is up 7.7% over the past year. The company is forecast to post earnings per share of ₩4,907 for next year compared to ₩3,434 last year.
New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% 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 1.7% per year for the foreseeable future. Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 09CS Wind (KRX:112610) Is Paying Out A Dividend Of ₩1000.00CS Wind Corporation ( KRX:112610 ) will pay a dividend of ₩1000.00 on the 16th of April. The dividend yield will be...
Declared Dividend • Nov 08Dividend of ₩1,000 announcedDividend of ₩1,000 is the same as last year. Ex-date: 29th December 2025 Payment date: 16th April 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 31% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07CS Wind Corporation announces Annual dividend, payable on April 16, 2026CS Wind Corporation announced Annual dividend of KRW 1000.0000 per share payable on April 16, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
お知らせ • Oct 27CS Wind Corporation to Report Nine Months, 2025 Results on Nov 07, 2025CS Wind Corporation announced that they will report nine months, 2025 results on Nov 07, 2025
分析記事 • Oct 16Is There An Opportunity With CS Wind Corporation's (KRX:112610) 48% Undervaluation?Key Insights CS Wind's estimated fair value is ₩85,521 based on 2 Stage Free Cash Flow to Equity CS Wind's ₩44,700...
分析記事 • Sep 26Return Trends At CS Wind (KRX:112610) Aren't AppealingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩920 (vs ₩2,456 in 2Q 2024)Second quarter 2025 results: EPS: ₩920 (down from ₩2,456 in 2Q 2024). Revenue: ₩650.0b (down 24% from 2Q 2024). Net income: ₩38.1b (down 63% from 2Q 2024). Profit margin: 5.9% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in South Korea. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 12Price target increased by 7.9% to ₩62,286Up from ₩57,714, the current price target is an average from 7 analysts. New target price is 37% above last closing price of ₩45,500. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩5,571 for next year compared to ₩3,434 last year.
分析記事 • Aug 09Is It Too Late To Consider Buying CS Wind Corporation (KRX:112610)?KOSE:A112610 1 Year Share Price vs Fair Value Explore CS Wind's Fair Values from the Community and select yours CS Wind...
お知らせ • Jul 29CS Wind Corporation to Report First Half, 2025 Results on Aug 08, 2025CS Wind Corporation announced that they will report first half, 2025 results on Aug 08, 2025
Buy Or Sell Opportunity • Jul 21Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to ₩52,000. The fair value is estimated to be ₩39,504, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 13% in the next 2 years.
Buy Or Sell Opportunity • Jul 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to ₩49,400. The fair value is estimated to be ₩40,197, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 13% in the next 2 years.
Price Target Changed • Jun 27Price target decreased by 11% to ₩57,714Down from ₩65,125, the current price target is an average from 7 analysts. New target price is 21% above last closing price of ₩47,700. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of ₩5,487 for next year compared to ₩3,434 last year.
分析記事 • Jun 18We Like These Underlying Return On Capital Trends At CS Wind (KRX:112610)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • May 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.0% 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 5.0% per year for the foreseeable future. Minor Risks High level of debt (67% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.9% average weekly change).
Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩43,050, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electrical industry in South Korea. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩35,937 per share.
分析記事 • May 23Estimating The Fair Value Of CS Wind Corporation (KRX:112610)Key Insights CS Wind's estimated fair value is ₩35,442 based on 2 Stage Free Cash Flow to Equity Current share price of...
New Risk • May 15New 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 8.8% 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 (4.1% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.8% average weekly change).
Buy Or Sell Opportunity • May 14Now 36% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ₩49,300. The fair value is estimated to be ₩36,122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩44,100, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Electrical industry in South Korea. Total loss to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,249 per share.
分析記事 • May 08CS Wind Corporation (KRX:112610) Shares Fly 33% But Investors Aren't Buying For GrowthCS Wind Corporation ( KRX:112610 ) shares have had a really impressive month, gaining 33% after a shaky period...
お知らせ • Apr 30CS Wind Corporation to Report Q1, 2025 Results on May 08, 2025CS Wind Corporation announced that they will report Q1, 2025 results on May 08, 2025
分析記事 • Mar 11A Piece Of The Puzzle Missing From CS Wind Corporation's (KRX:112610) Share PriceIt's not a stretch to say that CS Wind Corporation's ( KRX:112610 ) price-to-earnings (or "P/E") ratio of 13.2x right...
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩35,350, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Electrical industry in South Korea. Total loss to shareholders of 42% over the past three years.
お知らせ • Feb 19CS Wind Corporation, Annual General Meeting, Mar 26, 2025CS Wind Corporation, Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 723, eonju-ro, gangnam-gu, seoul South Korea
分析記事 • Jan 21Here's Why CS Wind (KRX:112610) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 03Should You Think About Buying CS Wind Corporation (KRX:112610) Now?While CS Wind Corporation ( KRX:112610 ) might not have the largest market cap around , it saw a decent share price...
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 09 April 2025. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.6%).
分析記事 • Nov 26Impressive Earnings May Not Tell The Whole Story For CS Wind (KRX:112610)Despite announcing strong earnings, CS Wind Corporation's ( KRX:112610 ) stock was sluggish. We think that the market...
New Risk • Nov 26New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. 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 (21% accrual ratio).
分析記事 • Nov 11CS Wind Corporation (KRX:112610) Shares Slammed 26% But Getting In Cheap Might Be Difficult RegardlessThe CS Wind Corporation ( KRX:112610 ) share price has fared very poorly over the last month, falling by a substantial...
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩46,850, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Electrical industry in South Korea. Total loss to shareholders of 24% over the past three years.
お知らせ • Oct 29CS Wind Corporation to Report Nine Months, 2024 Results on Nov 07, 2024CS Wind Corporation announced that they will report nine months, 2024 results on Nov 07, 2024
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩56,400, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electrical industry in South Korea. Total loss to shareholders of 18% over the past three years.
分析記事 • Oct 19CS Wind (KRX:112610) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩65,500, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Electrical industry in South Korea. Total loss to shareholders of 9.7% over the past three years.
分析記事 • Aug 25Earnings Tell The Story For CS Wind Corporation (KRX:112610) As Its Stock Soars 27%CS Wind Corporation ( KRX:112610 ) shares have had a really impressive month, gaining 27% after a shaky period...
New Risk • Aug 08New 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 9.6% 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 Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
お知らせ • Jul 27CS Wind Corporation announced that it expects to receive KRW 44.5524161 billion in funding from Kiwoom Securities Co., Ltd.CS Wind Corporation announced a private placement to issue Zero Coupon Bearer Interest Unsecured Private Placement New Exchangeable Bonds due July 31, 2054 for the gross proceeds of KRW 44,552,416,100 on July 25, 2024. The transaction will include participation from new investor Kiwoom Securities Co., Ltd.. The transaction has been approved by shareholders, restricted to a hold period and is expected to close on July 31, 2024. The bonds bear zero coupon rate and zero maturity rate and matures on July 31, 2054. The bonds are 100% convertible into 741,922 shares at a fixed conversion price of KRW 60,500 from August 7, 2024 to June 30, 2054.
分析記事 • Jul 11CS Wind Corporation's (KRX:112610) Subdued P/S Might Signal An OpportunityIt's not a stretch to say that CS Wind Corporation's ( KRX:112610 ) price-to-sales (or "P/S") ratio of 1.1x right now...
Price Target Changed • Jul 05Price target decreased by 7.5% to ₩74,077Down from ₩80,077, the current price target is an average from 13 analysts. New target price is 54% above last closing price of ₩48,100. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩850 for next year compared to ₩480 last year.
New Risk • Jun 09New 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 7.6% 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 Risks Interest payments are not well covered by earnings (2.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
Major Estimate Revision • May 12Consensus EPS estimates fall by 65%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩2.71b to ₩2.75b. EPS estimate fell from ₩2,443 to ₩848 per share. Net income forecast to grow 83% next year vs 29% growth forecast for Electrical industry in South Korea. Consensus price target down from ₩80,077 to ₩76,000. Share price fell 6.8% to ₩48,200 over the past week.
お知らせ • May 03CS Wind Corporation to Report Q1, 2024 Results on May 09, 2024CS Wind Corporation announced that they will report Q1, 2024 results on May 09, 2024
Buy Or Sell Opportunity • Apr 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to ₩52,400. The fair value is estimated to be ₩67,086, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 38%. Revenue is forecast to grow by 117% in 2 years. Earnings are forecast to grow by 897% in the next 2 years.
分析記事 • Apr 29Slowing Rates Of Return At CS Wind (KRX:112610) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Mar 25Shareholders Can Be Confident That CS Wind's (KRX:112610) Earnings Are High QualityCS Wind Corporation ( KRX:112610 ) recently posted some strong earnings, and the market responded positively. We did...
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩480 (vs ₩77.53 in FY 2022)Full year 2023 results: EPS: ₩480 (up from ₩77.53 in FY 2022). Revenue: ₩1.52t (up 11% from FY 2022). Net income: ₩19.9b (up ₩16.7b from FY 2022). Profit margin: 1.3% (up from 0.2% in FY 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electrical industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 17Is Now The Time To Look At Buying CS Wind Corporation (KRX:112610)?CS Wind Corporation ( KRX:112610 ), is not the largest company out there, but it saw significant share price movement...
分析記事 • Mar 01CS Wind Corporation's (KRX:112610) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 53.8x CS Wind Corporation ( KRX:112610 ) may be sending very bearish...
お知らせ • Feb 27CS Wind Corporation, Annual General Meeting, Mar 26, 2024CS Wind Corporation, Annual General Meeting, Mar 26, 2024, at 10:00 Korea Standard Time. Location: 1F, CS Wind HQ, 723 Eonju-ro, Gangnam-gu Seoul South Korea Agenda: To approve financial statements and consolidated financial statements for the 18th term; to approve amendments to the articles of incorporation; to consider election of directors; to consider Election of ByungYun, Lim as audit committee member; and to consider approval of Director Remuneration Limit.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩49,750, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Electrical industry in South Korea. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩97,131 per share.
お知らせ • Feb 13CS Wind Corporation to Report Fiscal Year 2023 Results on Feb 19, 2024CS Wind Corporation announced that they will report fiscal year 2023 results on Feb 19, 2024
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩66,600, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Electrical industry in South Korea. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,111 per share.
Major Estimate Revision • Nov 10Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.68b to ₩1.63b. EPS estimate also fell from ₩2,209 per share to ₩1,701 per share. Net income forecast to grow 284% next year vs 54% growth forecast for Electrical industry in South Korea. Consensus price target down from ₩103,091 to ₩95,273. Share price fell 3.1% to ₩45,350 over the past week.
Price Target Changed • Nov 09Price target decreased by 7.6% to ₩95,273Down from ₩103,091, the current price target is an average from 11 analysts. New target price is 97% above last closing price of ₩48,450. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩2,113 for next year compared to ₩7.82 last year.
New Risk • Aug 19New 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 Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: ₩498 (vs ₩162 in 2Q 2022)Second quarter 2023 results: EPS: ₩498 (up from ₩162 in 2Q 2022). Revenue: ₩415.5b (up 27% from 2Q 2022). Net income: ₩20.6b (up 206% from 2Q 2022). Profit margin: 5.0% (up from 2.1% in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electrical industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Major Estimate Revision • Aug 11Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩1.79b to ₩1.76b. EPS estimate also fell from ₩2,370 per share to ₩2,098 per share. Net income forecast to grow 705% next year vs 104% growth forecast for Electrical industry in South Korea. Consensus price target of ₩104,727 unchanged from last update. Share price fell 3.2% to ₩69,000 over the past week.
お知らせ • Jul 12CS Wind Corporation (KOSE:A112610) agreed to acquire Bladt Industries A/S from Nordic Capital VII, L.P. managed by Nordic Capital for approximately KRW 26.9 billion.CS Wind Corporation (KOSE:A112610) agreed to acquire Bladt Industries A/S from Nordic Capital VII, L.P. managed by Nordic Capital for approximately KRW 26.9 billion on July 7, 2023. CS Wind Corporation board of directors passed the resolution. The transaction is expected to be completed on November 1, 2023.
Major Estimate Revision • May 15Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.70b to ₩1.72b. EPS estimate increased from ₩1,992 to ₩2,264 per share. Net income forecast to grow 21,693% next year vs 63% growth forecast for Electrical industry in South Korea. Consensus price target up from ₩90,375 to ₩93,000. Share price rose 7.5% to ₩78,400 over the past week.
Major Estimate Revision • May 11Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩1.70b to ₩1.81b. EPS estimate increased from ₩1,992 to ₩2,565 per share. Net income forecast to grow 21,233% next year vs 60% growth forecast for Electrical industry in South Korea. Consensus price target broadly unchanged at ₩90,625. Share price rose 5.9% to ₩79,200 over the past week.
Price Target Changed • Jan 03Price target increased to ₩86,750Up from ₩80,286, the current price target is an average from 8 analysts. New target price is 29% above last closing price of ₩67,500. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of ₩783 for next year compared to ₩1,598 last year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 05 April 2023. The company is paying out more than 100% of its profits and is paying out 91% of its cash flow. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (0.9%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Sung-su Kim was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 10Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.52b to ₩1.44b. EPS estimate also fell from ₩1,069 per share to ₩826 per share. Net income forecast to grow 314% next year vs 99% growth forecast for Electrical industry in South Korea. Consensus price target broadly unchanged at ₩79,714. Share price rose 7.7% to ₩67,100 over the past week.
Major Estimate Revision • Aug 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩940 to ₩1,087. Revenue forecast steady at ₩1.51b. Net income forecast to grow 81% next year vs 59% growth forecast for Electrical industry in South Korea. Consensus price target broadly unchanged at ₩76,667. Share price was steady at ₩64,500 over the past week.
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.60b to ₩1.50b. EPS estimate also fell from ₩1,748 per share to ₩940 per share. Net income forecast to grow 81% next year vs 59% growth forecast for Electrical industry in South Korea. Consensus price target of ₩75,833 unchanged from last update. Share price rose 6.2% to ₩65,100 over the past week.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩55,500, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Electrical industry in South Korea. Total returns to shareholders of 280% over the past three years.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩59,700, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Electrical industry in South Korea. Total returns to shareholders of 207% over the past three years.
Major Estimate Revision • Jun 13Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩1.64b to ₩1.61b. EPS estimate rose from ₩1,318 to ₩1,609. Net income forecast to grow 110% next year vs 57% growth forecast for Electrical industry in South Korea. Consensus price target down from ₩84,800 to ₩74,800. Share price fell 8.6% to ₩53,100 over the past week.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Mar 11Price target decreased to ₩91,667Down from ₩98,667, the current price target is an average from 6 analysts. New target price is 39% above last closing price of ₩65,800. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of ₩1,906 for next year compared to ₩946 last year.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to ₩46,000, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in South Korea. Total returns to shareholders of 262% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩75,591 per share.
Upcoming Dividend • Dec 22Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 April 2022. Payout ratio is on the higher end at 91% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.8%).
Major Estimate Revision • Aug 11Consensus EPS estimates fall to ₩1,959The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩1.22b to ₩1.21b. EPS estimate also fell from ₩2,279 to ₩1,959. Net income forecast to grow 107% next year vs 107% growth forecast for Electrical industry in South Korea. Consensus price target of ₩104,900 unchanged from last update. Share price was steady at ₩79,900 over the past week.
お知らせ • Jun 04CS Wind Corporation (KOSE:A112610) agreed to acquire Vestas Towers America, Inc. from Vestas America Holding, Inc. for approximately KRW 170 billion.CS Wind Corporation (KOSE:A112610) agreed to acquire Vestas Towers America, Inc. from Vestas America Holding, Inc. for approximately KRW 170 billion on June 3, 2021. The consideration will be paid in cash CS Wind Corporation will acquire 0.010854 million shares of Vestas Towers America, Inc. Payment expected period is July 1, 2021. Funding method will be to use of capital increase funds. Vestas Towers America, In reported total assets of KRW 238.196 billion, total equity of KRW 48.234 billion, sale of KRW 340.964 billion and Net loss of 17.411 billion for December 30, 2020. The board has resolved the transaction. The transaction is expected to complete on July 1, 2021.