View ValuationBG T&A 将来の成長Future 基準チェック /06現在、 BG T&Aの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Durables 収益成長17.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩3,750, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 12x in the Consumer Durables industry in South Korea. Total returns to shareholders of 45% over the past three years.New Risk • Mar 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 8.7% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (₩49.7b market cap, or US$33.1m).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩3,150, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 9x in the Consumer Durables industry in South Korea. Total loss to shareholders of 4.5% over the past three years.お知らせ • Mar 04BG T&A Co., Annual General Meeting, Mar 30, 2026BG T&A Co., Annual General Meeting, Mar 30, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 166, gosan-ro, gyeonggi-do, gunpo South Korea分析記事 • Jan 13BG T&A Co. (KOSDAQ:046310) Stock Catapults 27% Though Its Price And Business Still Lag The MarketDespite an already strong run, BG T&A Co. ( KOSDAQ:046310 ) shares have been powering on, with a gain of 27% in the...Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩4,150, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 9x in the Consumer Durables industry in South Korea. Total returns to shareholders of 40% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 14 April 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.9%).分析記事 • Nov 19We Think You Can Look Beyond BG T&A's (KOSDAQ:046310) Lackluster EarningsShareholders appeared unconcerned with BG T&A Co.'s ( KOSDAQ:046310 ) lackluster earnings report last week. Our...Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ₩35.00 (vs ₩210 in 3Q 2024)Third quarter 2025 results: EPS: ₩35.00 (down from ₩210 in 3Q 2024). Revenue: ₩37.2b (down 14% from 3Q 2024). Net income: ₩2.21b (down 34% from 3Q 2024). Profit margin: 5.9% (down from 7.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 09BG T&A (KOSDAQ:046310) Will Pay A Dividend Of ₩100.00BG T&A Co.'s ( KOSDAQ:046310 ) investors are due to receive a payment of ₩100.00 per share on 14th of April. This means...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 14th April 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 176% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07BG T&A Co. announces Annual dividend, payable on April 14, 2026BG T&A Co. announced Annual dividend of KRW 100.0000 per share payable on April 14, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ₩35.00 (vs ₩178 in 2Q 2024)Second quarter 2025 results: EPS: ₩35.00 (down from ₩178 in 2Q 2024). Revenue: ₩38.0b (up 10% from 2Q 2024). Net income: ₩569.4m (down 80% from 2Q 2024). Profit margin: 1.5% (down from 8.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Apr 30Investors Still Aren't Entirely Convinced By BG T&A Co.'s (KOSDAQ:046310) Earnings Despite 27% Price JumpBG T&A Co. ( KOSDAQ:046310 ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Mar 13BG T&A's (KOSDAQ:046310) Soft Earnings Are Actually Better Than They AppearThe market for BG T&A Co.'s ( KOSDAQ:046310 ) shares didn't move much after it posted weak earnings recently. Our...お知らせ • Mar 08BG T&A Co., Annual General Meeting, Mar 28, 2025BG T&A Co., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 166, gosan-ro, gyeonggi-do, gunpo South Korea分析記事 • Feb 10Investors Could Be Concerned With BG T&A's (KOSDAQ:046310) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩2,600, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 10x in the Consumer Durables industry in South Korea. Total loss to shareholders of 22% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩80.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.8%).分析記事 • Dec 16BG T&A (KOSDAQ:046310) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Dec 07New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩34.3b market cap, or US$24.1m).分析記事 • Aug 06Is BG T&A (KOSDAQ:046310) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Jul 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩47.0b market cap, or US$34.0m).分析記事 • May 21Statutory Profit Doesn't Reflect How Good BG T&A's (KOSDAQ:046310) Earnings AreThe subdued stock price reaction suggests that BG T&A Co.'s ( KOSDAQ:046310 ) strong earnings didn't offer any...分析記事 • May 08Returns On Capital Are Showing Encouraging Signs At BG T&A (KOSDAQ:046310)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...お知らせ • May 01BG T&A Co. (KOSDAQ:A046310) announces an Equity Buyback for KRW 1,000 million worth of its shares.BG T&A Co. (KOSDAQ:A046310) announces a share repurchase program. Under the program, the company will repurchase will repurchase up to KRW 1,000 million worth of its common stock pursuant to a trust contract with Samsung Securities. The purpose of the program is stabilization of stock price and improvement of shareholder value through acquisition of treasury stock for contractual purposes. The program will expire on October 29, 2024. As of April 29, 2024, the company had no shares held in treasury within the range available for dividends or other acquisition.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩817 (vs ₩289 in FY 2022)Full year 2023 results: EPS: ₩817 (up from ₩289 in FY 2022). Revenue: ₩170.7b (up 16% from FY 2022). Net income: ₩13.4b (up 182% from FY 2022). Profit margin: 7.9% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩3,955, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Consumer Durables industry in South Korea. Total returns to shareholders of 36% over the past three years.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: ₩289 (vs ₩354 in FY 2021)Full year 2022 results: EPS: ₩289 (down from ₩354 in FY 2021). Revenue: ₩147.6b (down 5.7% from FY 2021). Net income: ₩4.75b (down 18% from FY 2021). Profit margin: 3.2% (down from 3.7% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩3,400, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 11x in the Consumer Durables industry in South Korea. Total returns to shareholders of 24% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₩252 (vs ₩96.00 in 3Q 2021)Third quarter 2022 results: EPS: ₩252 (up from ₩96.00 in 3Q 2021). Revenue: ₩41.5b (up 27% from 3Q 2021). Net income: ₩4.14b (up 163% from 3Q 2021). Profit margin: 10.0% (up from 4.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% 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 16Less 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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩2,245, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 10x in the Consumer Durables industry in South Korea. Total loss to shareholders of 15% over the past three years.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₩26.00 (vs ₩60.00 in 2Q 2021)Second quarter 2022 results: EPS: ₩26.00 (down from ₩60.00 in 2Q 2021). Revenue: ₩33.0b (flat on 2Q 2021). Net income: ₩423.2m (down 57% from 2Q 2021). Profit margin: 1.3% (down from 3.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩2,925, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Consumer Durables industry in South Korea. Total loss to shareholders of 1.1% over the past three years.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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₩354 (up from ₩336 loss in FY 2020). Revenue: ₩156.5b (up 18% from FY 2020). Net income: ₩5.81b (up ₩11.2b from FY 2020). Profit margin: 3.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 12% per year, which means it is well ahead of earnings.分析記事 • Apr 11BG T&A (KOSDAQ:046310) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 17Full year 2020 earnings released: ₩336 loss per share (vs ₩119 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ₩132.8b (down 15% from FY 2019). Net loss: ₩5.37b (down 394% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 94% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Feb 17Would Shareholders Who Purchased BG T&A's (KOSDAQ:046310) Stock Three Years Be Happy With The Share price Today?It is doubtless a positive to see that the BG T&A Co. ( KOSDAQ:046310 ) share price has gained some 40% in the last...分析記事 • Jan 21What Can The Trends At BG T&A (KOSDAQ:046310) Tell Us About Their Returns?What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Is New 90 Day High Low • Jan 20New 90-day high: ₩3,590The company is up 39% from its price of ₩2,580 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 35% over the same period.分析記事 • Dec 22Is BG T&A (KOSDAQ:046310) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Dec 22Upcoming Dividend of ₩50.00 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.7% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (1.1%).Is New 90 Day High Low • Dec 10New 90-day high: ₩3,370The company is up 28% from its price of ₩2,640 on 11 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 Consumer Durables industry, which is flat over the same period.Is New 90 Day High Low • Oct 29New 90-day low: ₩2,430The company is down 17% from its price of ₩2,940 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 11% over the same period.Is New 90 Day High Low • Sep 22New 90-day low: ₩2,435The company is down 13% from its price of ₩2,810 on 24 June 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 23% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、BG T&A は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSDAQ:A046310 - 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12/31/2025148,9224,22916,22418,230N/A9/30/2025152,9739,91618,26820,231N/A6/30/2025158,94811,07414,04815,637N/A3/31/2025155,47913,40419,97421,053N/A12/31/2024152,49313,25322,62623,535N/A9/30/2024153,35110,79928,03728,959N/A6/30/2024156,37111,00729,24930,219N/A3/31/2024166,44510,28721,55723,693N/A12/31/2023170,73413,41411,07313,726N/A9/30/2023166,3659,61614,42516,946N/A6/30/2023161,67810,17616,65619,037N/A3/31/2023150,1338,42115,53116,760N/A12/31/2022147,6034,7519,96110,676N/A9/30/2022157,8026,762156910N/A6/30/2022148,9814,199-2,258-1,295N/A3/31/2022148,9604,762-1,569-464N/A12/31/2021156,4635,8141901,706N/A9/30/2021143,62961,4643,029N/A6/30/2021139,927-1,029-4,614-3,147N/A3/31/2021133,906-2,790-7,913-6,442N/A12/31/2020132,777-5,370-8,074-7,038N/A9/30/2020143,685-1,160-5931,163N/A6/30/2020147,177665,9208,371N/A3/31/2020163,43374824,03727,446N/A12/31/2019155,6301,82636,06740,131N/A9/30/2019134,0672,046N/A27,770N/A6/30/2019131,7201,016N/A27,125N/A3/31/2019118,0172,792N/A11,529N/A12/31/2018112,2184,615N/A8,350N/A9/30/2018123,7326,800N/A7,497N/A6/30/2018119,4887,294N/A-2,300N/A3/31/2018111,5476,698N/A-2,179N/A12/31/2017101,9992,894N/A-8,654N/A9/30/201782,917712N/A-9,504N/A6/30/201770,407-1,457N/A-3,205N/A3/31/201765,028-2,257N/A164N/A12/31/201660,217-1,917N/A4,055N/A9/30/201661,588-459N/A6,357N/A6/30/201680,5751,332N/A10,165N/A3/31/201686,109-1,548N/A4,219N/A12/31/201592,585-2,134N/A-2,167N/A9/30/2015101,081-1,185N/A-1,865N/A6/30/201595,467-1,592N/A-6,488N/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: A046310の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A046310の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A046310の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A046310の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A046310の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: A046310の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/21 23:33終値2026/05/21 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BG T&A Co. 0 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。0
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩3,750, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 12x in the Consumer Durables industry in South Korea. Total returns to shareholders of 45% over the past three years.
New Risk • Mar 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 8.7% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (₩49.7b market cap, or US$33.1m).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩3,150, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 9x in the Consumer Durables industry in South Korea. Total loss to shareholders of 4.5% over the past three years.
お知らせ • Mar 04BG T&A Co., Annual General Meeting, Mar 30, 2026BG T&A Co., Annual General Meeting, Mar 30, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 166, gosan-ro, gyeonggi-do, gunpo South Korea
分析記事 • Jan 13BG T&A Co. (KOSDAQ:046310) Stock Catapults 27% Though Its Price And Business Still Lag The MarketDespite an already strong run, BG T&A Co. ( KOSDAQ:046310 ) shares have been powering on, with a gain of 27% in the...
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩4,150, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 9x in the Consumer Durables industry in South Korea. Total returns to shareholders of 40% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 14 April 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.9%).
分析記事 • Nov 19We Think You Can Look Beyond BG T&A's (KOSDAQ:046310) Lackluster EarningsShareholders appeared unconcerned with BG T&A Co.'s ( KOSDAQ:046310 ) lackluster earnings report last week. Our...
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ₩35.00 (vs ₩210 in 3Q 2024)Third quarter 2025 results: EPS: ₩35.00 (down from ₩210 in 3Q 2024). Revenue: ₩37.2b (down 14% from 3Q 2024). Net income: ₩2.21b (down 34% from 3Q 2024). Profit margin: 5.9% (down from 7.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 09BG T&A (KOSDAQ:046310) Will Pay A Dividend Of ₩100.00BG T&A Co.'s ( KOSDAQ:046310 ) investors are due to receive a payment of ₩100.00 per share on 14th of April. This means...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 14th April 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 176% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07BG T&A Co. announces Annual dividend, payable on April 14, 2026BG T&A Co. announced Annual dividend of KRW 100.0000 per share payable on April 14, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ₩35.00 (vs ₩178 in 2Q 2024)Second quarter 2025 results: EPS: ₩35.00 (down from ₩178 in 2Q 2024). Revenue: ₩38.0b (up 10% from 2Q 2024). Net income: ₩569.4m (down 80% from 2Q 2024). Profit margin: 1.5% (down from 8.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Apr 30Investors Still Aren't Entirely Convinced By BG T&A Co.'s (KOSDAQ:046310) Earnings Despite 27% Price JumpBG T&A Co. ( KOSDAQ:046310 ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Mar 13BG T&A's (KOSDAQ:046310) Soft Earnings Are Actually Better Than They AppearThe market for BG T&A Co.'s ( KOSDAQ:046310 ) shares didn't move much after it posted weak earnings recently. Our...
お知らせ • Mar 08BG T&A Co., Annual General Meeting, Mar 28, 2025BG T&A Co., Annual General Meeting, Mar 28, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 166, gosan-ro, gyeonggi-do, gunpo South Korea
分析記事 • Feb 10Investors Could Be Concerned With BG T&A's (KOSDAQ:046310) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩2,600, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 10x in the Consumer Durables industry in South Korea. Total loss to shareholders of 22% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩80.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.8%).
分析記事 • Dec 16BG T&A (KOSDAQ:046310) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Dec 07New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩34.3b market cap, or US$24.1m).
分析記事 • Aug 06Is BG T&A (KOSDAQ:046310) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Jul 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩47.0b market cap, or US$34.0m).
分析記事 • May 21Statutory Profit Doesn't Reflect How Good BG T&A's (KOSDAQ:046310) Earnings AreThe subdued stock price reaction suggests that BG T&A Co.'s ( KOSDAQ:046310 ) strong earnings didn't offer any...
分析記事 • May 08Returns On Capital Are Showing Encouraging Signs At BG T&A (KOSDAQ:046310)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
お知らせ • May 01BG T&A Co. (KOSDAQ:A046310) announces an Equity Buyback for KRW 1,000 million worth of its shares.BG T&A Co. (KOSDAQ:A046310) announces a share repurchase program. Under the program, the company will repurchase will repurchase up to KRW 1,000 million worth of its common stock pursuant to a trust contract with Samsung Securities. The purpose of the program is stabilization of stock price and improvement of shareholder value through acquisition of treasury stock for contractual purposes. The program will expire on October 29, 2024. As of April 29, 2024, the company had no shares held in treasury within the range available for dividends or other acquisition.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩817 (vs ₩289 in FY 2022)Full year 2023 results: EPS: ₩817 (up from ₩289 in FY 2022). Revenue: ₩170.7b (up 16% from FY 2022). Net income: ₩13.4b (up 182% from FY 2022). Profit margin: 7.9% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩3,955, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Consumer Durables industry in South Korea. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: ₩289 (vs ₩354 in FY 2021)Full year 2022 results: EPS: ₩289 (down from ₩354 in FY 2021). Revenue: ₩147.6b (down 5.7% from FY 2021). Net income: ₩4.75b (down 18% from FY 2021). Profit margin: 3.2% (down from 3.7% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩3,400, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 11x in the Consumer Durables industry in South Korea. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₩252 (vs ₩96.00 in 3Q 2021)Third quarter 2022 results: EPS: ₩252 (up from ₩96.00 in 3Q 2021). Revenue: ₩41.5b (up 27% from 3Q 2021). Net income: ₩4.14b (up 163% from 3Q 2021). Profit margin: 10.0% (up from 4.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% 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 16Less 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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩2,245, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 10x in the Consumer Durables industry in South Korea. Total loss to shareholders of 15% over the past three years.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₩26.00 (vs ₩60.00 in 2Q 2021)Second quarter 2022 results: EPS: ₩26.00 (down from ₩60.00 in 2Q 2021). Revenue: ₩33.0b (flat on 2Q 2021). Net income: ₩423.2m (down 57% from 2Q 2021). Profit margin: 1.3% (down from 3.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩2,925, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Consumer Durables industry in South Korea. Total loss to shareholders of 1.1% over the past three years.
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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₩354 (up from ₩336 loss in FY 2020). Revenue: ₩156.5b (up 18% from FY 2020). Net income: ₩5.81b (up ₩11.2b from FY 2020). Profit margin: 3.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 12% per year, which means it is well ahead of earnings.
分析記事 • Apr 11BG T&A (KOSDAQ:046310) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 17Full year 2020 earnings released: ₩336 loss per share (vs ₩119 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ₩132.8b (down 15% from FY 2019). Net loss: ₩5.37b (down 394% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 94% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 17Would Shareholders Who Purchased BG T&A's (KOSDAQ:046310) Stock Three Years Be Happy With The Share price Today?It is doubtless a positive to see that the BG T&A Co. ( KOSDAQ:046310 ) share price has gained some 40% in the last...
分析記事 • Jan 21What Can The Trends At BG T&A (KOSDAQ:046310) Tell Us About Their Returns?What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Is New 90 Day High Low • Jan 20New 90-day high: ₩3,590The company is up 39% from its price of ₩2,580 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 35% over the same period.
分析記事 • Dec 22Is BG T&A (KOSDAQ:046310) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩50.00 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.7% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (1.1%).
Is New 90 Day High Low • Dec 10New 90-day high: ₩3,370The company is up 28% from its price of ₩2,640 on 11 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 Consumer Durables industry, which is flat over the same period.
Is New 90 Day High Low • Oct 29New 90-day low: ₩2,430The company is down 17% from its price of ₩2,940 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 11% over the same period.
Is New 90 Day High Low • Sep 22New 90-day low: ₩2,435The company is down 13% from its price of ₩2,810 on 24 June 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 23% over the same period.