BGF Retail（A282330）株式概要BGF retail CO., LTD.は韓国でコンビニエンスストアの運営を行っている。 詳細A282330 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より72.7%で取引されている 収益は年間9.91%増加すると予測されています 過去5年間の収益は年間6.5%増加しました。 リスク分析リスクチェックの結果、A282330 、リスクは検出されなかった。すべてのリスクチェックを見るA282330 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW473,263 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA473,263 investors already sharing narrativesYour Fair Value₩Current Price₩133.50k14.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture011t2016201920222025202620282031Revenue ₩11.3tEarnings ₩260.1bAdvancedSet Fair ValueView all narrativesBGF Retail Co., Ltd. 競合他社GS RetailSymbol: KOSE:A007070Market cap: ₩2.2tE-MARTSymbol: KOSE:A139480Market cap: ₩2.2tDong Suh CompaniesSymbol: KOSE:A026960Market cap: ₩2.6tHyundai Green FoodSymbol: KOSE:A453340Market cap: ₩629.6b価格と性能株価の高値、安値、推移の概要BGF Retail過去の株価現在の株価₩152,100.0052週高値₩147,800.0052週安値₩101,200.00ベータ-0.161ヶ月の変化21.29%3ヶ月変化9.74%1年変化25.50%3年間の変化-9.14%5年間の変化-14.07%IPOからの変化-21.60%最新ニュースValuation Update With 7 Day Price Move • 54mInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩152,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩108,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 35% over the past three years.Reported Earnings • May 13First quarter 2026 earnings released: EPS: ₩1,696 (vs ₩773 in 1Q 2025)First quarter 2026 results: EPS: ₩1,696 (up from ₩773 in 1Q 2025). Revenue: ₩2.12t (up 5.2% from 1Q 2025). Net income: ₩29.3b (up 119% from 1Q 2025). Profit margin: 1.4% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩138,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 15% over the past three years.Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩11,303 (up from ₩11,301 in FY 2024). Revenue: ₩9.06t (up 4.2% from FY 2024). Net income: ₩195.3b (flat on FY 2024). Profit margin: 2.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩111,900, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 33% over the past three years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • 54mInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩152,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩108,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 35% over the past three years.Reported Earnings • May 13First quarter 2026 earnings released: EPS: ₩1,696 (vs ₩773 in 1Q 2025)First quarter 2026 results: EPS: ₩1,696 (up from ₩773 in 1Q 2025). Revenue: ₩2.12t (up 5.2% from 1Q 2025). Net income: ₩29.3b (up 119% from 1Q 2025). Profit margin: 1.4% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩138,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 15% over the past three years.Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩11,303 (up from ₩11,301 in FY 2024). Revenue: ₩9.06t (up 4.2% from FY 2024). Net income: ₩195.3b (flat on FY 2024). Profit margin: 2.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩111,900, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 33% over the past three years.お知らせ • Feb 27BGF Retail Co., Ltd., Annual General Meeting, Mar 26, 2026BGF Retail Co., Ltd., Annual General Meeting, Mar 26, 2026, at 08:30 Tokyo Standard Time. Location: auditorium, 405, teheran-ro, gangnam-gu, seoul South KoreaReported Earnings • Feb 13Full year 2025 earnings released: EPS: ₩11,305 (vs ₩11,301 in FY 2024)Full year 2025 results: EPS: ₩11,305 (up from ₩11,301 in FY 2024). Revenue: ₩9.06t (up 4.2% from FY 2024). Net income: ₩195.3b (flat on FY 2024). Profit margin: 2.2% (in line with FY 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.分析記事 • Feb 12BGF Retail (KRX:282330) Is Paying Out A Dividend Of ₩4100.00BGF Retail Co., Ltd. ( KRX:282330 ) will pay a dividend of ₩4100.00 on the 10th of April. This means that the annual...Declared Dividend • Feb 12Dividend of ₩4,100 announcedDividend of ₩4,100 is the same as last year. Ex-date: 26th February 2026 Payment date: 10th April 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 11BGF Retail Co., Ltd. announces Annual dividend, payable on April 10, 2026BGF Retail Co., Ltd. announced Annual dividend of KRW 4100.0000 per share payable on April 10, 2026, ex-date on February 26, 2026 and record date on February 28, 2026.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩141,800, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 17% over the past three years.分析記事 • Feb 03Earnings Working Against BGF Retail Co., Ltd.'s (KRX:282330) Share PriceWith a price-to-earnings (or "P/E") ratio of 11.2x BGF Retail Co., Ltd. ( KRX:282330 ) may be sending bullish signals...分析記事 • Dec 29Does BGF Retail (KRX:282330) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Nov 27We Like The Quality Of BGF Retail's (KRX:282330) EarningsBGF Retail Co., Ltd.'s ( KRX:282330 ) solid earnings announcement recently didn't do much to the stock price. We did...Reported Earnings • Nov 20Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₩4,591 (up from ₩4,044 in 3Q 2024). Revenue: ₩2.46t (up 5.9% from 3Q 2024). Net income: ₩79.3b (up 14% from 3Q 2024). Profit margin: 3.2% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 20Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₩3,057 (down from ₩3,386 in 2Q 2024). Revenue: ₩2.29t (up 4.0% from 2Q 2024). Net income: ₩52.8b (down 9.7% from 2Q 2024). Profit margin: 2.3% (down from 2.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Jul 27BGF retail (KRX:282330) Might Be Having Difficulty Using Its Capital EffectivelyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Jul 09BGF retail (KRX:282330) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 20There's Reason For Concern Over BGF retail CO., LTD.'s (KRX:282330) Massive 25% Price JumpBGF retail CO., LTD. ( KRX:282330 ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩124,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 23% over the past three years.分析記事 • May 28BGF retail's (KRX:282330) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by BGF retail CO., LTD. ( KRX:282330 ). However, our analysis...お知らせ • May 01BGF retail CO., LTD. to Report Q1, 2025 Results on May 08, 2025BGF retail CO., LTD. announced that they will report Q1, 2025 results on May 08, 2025Reported Earnings • Mar 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩11,301 (down from ₩11,337 in FY 2023). Revenue: ₩8.70t (up 6.2% from FY 2023). Net income: ₩195.2b (flat on FY 2023). Profit margin: 2.2% (down from 2.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Mar 07BGF retail CO., LTD., Annual General Meeting, Mar 26, 2025BGF retail CO., LTD., Annual General Meeting, Mar 26, 2025, at 08:30 Tokyo Standard Time. Location: auditorium, 405, teheran-ro, gangnam-gu, seoul South KoreaReported Earnings • Feb 12Full year 2024 earnings released: EPS: ₩11,300 (vs ₩11,337 in FY 2023)Full year 2024 results: EPS: ₩11,300 (down from ₩11,337 in FY 2023). Revenue: ₩8.70t (up 6.2% from FY 2023). Net income: ₩195.2b (flat on FY 2023). Profit margin: 2.2% (down from 2.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Nov 26BGF retail's (KRX:282330) Conservative Accounting Might Explain Soft EarningsBGF retail CO., LTD.'s ( KRX:282330 ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ₩2.33t (up 5.4% from 3Q 2023). Net income: ₩69.9b (flat on 3Q 2023). Profit margin: 3.0% (down from 3.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.分析記事 • Nov 10BGF retail's (KRX:282330) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Sep 30Is BGF retail (KRX:282330) 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...分析記事 • Aug 21BGF retail CO., LTD.'s (KRX:282330) Share Price Is Matching Sentiment Around Its EarningsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 13x, you may consider BGF...分析記事 • Jun 19Does BGF retail (KRX:282330) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jun 15BGF retail CO., LTD. (KOSE:A282330) agreed to acquire BGFnetworks Corporation from BGF Co., Ltd. (KOSE:A027410) for KRW 72.3 billion.BGF retail CO., LTD. (KOSE:A282330) agreed to acquire BGFnetworks Corporation from BGF Co., Ltd. (KOSE:A027410) for KRW 72.3 billion on June 13, 2024. For the period ending December 31, 2023, BGFnetworks Corporation reported total revenue of KRW 87.06 billion and net income of KRW 8.41 billion. As of December 31, 2023, BGFnetworks Corporation reported total debt of KRW 47.44 billion, total assets of KRW 88.02 billion and total common equity of KRW 40.58 billion. The expected completion of the transaction is July 1, 2024.分析記事 • May 21Be Wary Of BGF retail (KRX:282330) And Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...分析記事 • May 03BGF retail CO., LTD.'s (KRX:282330) Price Is Out Of Tune With EarningsThere wouldn't be many who think BGF retail CO., LTD.'s ( KRX:282330 ) price-to-earnings (or "P/E") ratio of 11.7x is...Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩129,600, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 11% over the past three years.分析記事 • Mar 20BGF retail's (KRX:282330) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by the solid earnings posted by BGF retail CO., LTD. ( KRX:282330 ) recently. We have...Reported Earnings • Mar 16Full year 2023 earnings released: EPS: ₩11,337 (vs ₩11,203 in FY 2022)Full year 2023 results: EPS: ₩11,337 (up from ₩11,203 in FY 2022). Revenue: ₩8.19t (up 7.6% from FY 2022). Net income: ₩195.8b (up 1.2% from FY 2022). Profit margin: 2.4% (down from 2.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 11Now 21% overvaluedOver the last 90 days, the stock has fallen 4.8% to ₩129,500. The fair value is estimated to be ₩107,391, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.分析記事 • Feb 29Are BGF retail CO., LTD. (KRX:282330) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for BGF retail is ₩107,391 based on Dividend Discount Model BGF retail is...お知らせ • Feb 01BGF retail CO., LTD. to Report Fiscal Year 2023 Results on Feb 07, 2024BGF retail CO., LTD. announced that they will report fiscal year 2023 results on Feb 07, 2024Upcoming Dividend • Dec 20Upcoming dividend of ₩4,100 per share at 3.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.8%).Price Target Changed • Dec 01Price target decreased by 7.2% to ₩204,476Down from ₩220,368, the current price target is an average from 21 analysts. New target price is 49% above last closing price of ₩136,900. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₩11,636 for next year compared to ₩11,203 last year.Reported Earnings • Mar 19Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: ₩11,203 (up from ₩8,547 in FY 2021). Revenue: ₩7.62t (up 12% from FY 2021). Net income: ₩193.5b (up 31% from FY 2021). Profit margin: 2.5% (up from 2.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Dec 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.6%).Reported Earnings • Mar 16Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₩8,547 (up from ₩7,103 in FY 2020). Revenue: ₩6.78t (up 9.7% from FY 2020). Net income: ₩147.6b (up 20% from FY 2020). Profit margin: 2.2% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 6.7%, compared to a 13% growth forecast for the retail industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Dec 22Upcoming dividend of ₩2,400 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 14 April 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩179,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Consumer Retailing industry in Asia. Total loss to shareholders of 1.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩289,379 per share.分析記事 • Mar 24Is BGF retail (KRX:282330) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩7,103 (vs ₩8,763 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩6.18t (up 4.0% from FY 2019). Net income: ₩122.7b (down 19% from FY 2019). Profit margin: 2.0% (down from 2.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Mar 10Is BGF retail CO., LTD. (KRX:282330) A Great Dividend Stock?Dividend paying stocks like BGF retail CO., LTD. ( KRX:282330 ) tend to be popular with investors, and for good reason...お知らせ • Mar 05BGF retail CO., LTD., Annual General Meeting, Mar 25, 2021BGF retail CO., LTD., Annual General Meeting, Mar 25, 2021, at 08:30 Korea Standard Time.分析記事 • Feb 17Returns On Capital At BGF retail (KRX:282330) Paint An Interesting PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Feb 11New 90-day high: ₩170,500The company is up 25% from its price of ₩136,500 on 13 November 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩170,620 per share.分析記事 • Feb 03Here's Why We Think BGF retail's (KRX:282330) Statutory Earnings Might Be ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...お知らせ • Feb 02BGF retail CO., LTD. to Report Fiscal Year 2020 Results on Feb 09, 2021BGF retail CO., LTD. announced that they will report fiscal year 2020 results on Feb 09, 2021分析記事 • Jan 20Is BGF retail CO., LTD.'s (KRX:282330) ROE Of 19% Impressive?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...Is New 90 Day High Low • Jan 13New 90-day high: ₩147,500The company is up 23% from its price of ₩120,000 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩165,943 per share.分析記事 • Jan 07Would Shareholders Who Purchased BGF retail's (KRX:282330) Stock Three Years Be Happy With The Share price Today?BGF retail CO., LTD. ( KRX:282330 ) shareholders should be happy to see the share price up 11% in the last quarter. But...分析記事 • Dec 25BGF retail CO., LTD. (KRX:282330) Stock Goes Ex-Dividend In Just Three DaysRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see BGF retail...分析記事 • Dec 23Calculating The Intrinsic Value Of BGF retail CO., LTD. (KRX:282330)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of BGF retail CO., LTD...Upcoming Dividend • Dec 22Upcoming Dividend of ₩2,700 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 29th of December. The trailing yield of 2.0% is below the top quartile of South Korean dividend payers (2.6%), but is in line with industry peers (1.9%).分析記事 • Dec 08What Kind Of Investors Own Most Of BGF retail CO., LTD. (KRX:282330)?If you want to know who really controls BGF retail CO., LTD. ( KRX:282330 ), then you'll have to look at the makeup of...分析記事 • Nov 25Would BGF retail CO., LTD. (KRX:282330) Be Valuable To Income Investors?Could BGF retail CO., LTD. (KRX:282330) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Nov 11New 90-day high: ₩141,000The company is up 6.0% from its price of ₩132,500 on 13 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Retailing industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩154,363 per share.Is New 90 Day High Low • Oct 21New 90-day high: ₩136,000The company is up 7.0% from its price of ₩127,000 on 23 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Retailing industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩152,924 per share.お知らせ • Aug 31BGF retail CO., LTD. to Report First Half, 2020 Results on Aug 06, 2020BGF retail CO., LTD. announced that they will report first half, 2020 results on Aug 06, 2020株主還元A282330KR Consumer RetailingKR 市場7D21.7%5.1%13.4%1Y25.5%4.8%85.2%株主還元を見る業界別リターン: A282330過去 1 年間で4.8 % の収益を上げたKR Consumer Retailing業界を上回りました。リターン対市場: A282330は、過去 1 年間で85.2 % のリターンを上げたKR市場を下回りました。価格変動Is A282330's price volatile compared to industry and market?A282330 volatilityA282330 Average Weekly Movement7.3%Consumer Retailing Industry Average Movement7.2%Market Average Movement9.9%10% most volatile stocks in KR Market17.7%10% least volatile stocks in KR Market5.1%安定した株価: A282330 、 KR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: A282330の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19902,585Sueng-Bae Minwww.bgfretail.comBGF retail CO., LTD.は韓国でコンビニエンスストアの運営を行っている。同社は、コンビニエンスストア、フランチャイズ店、配送センター、運営施設としての什器・備品を通じて、生鮮食品、コンビニエンス食品、加工食品、食品素材、乳製品、アルコール飲料、非アルコール飲料、日用品・生活必需品、趣味・レジャー用品、セキュリティ・ソリューション、たばこ、サービス商品を提供している。また、子会社を通じ、物流・倉庫業、食品製造・流通業、運輸業、業務請負・委託ソリューションも手掛けている。BGFリテール株式会社は1990年に設立され、韓国ソウルに本社を置く。もっと見るBGF Retail Co., Ltd. 基礎のまとめBGF Retail の収益と売上を時価総額と比較するとどうか。A282330 基礎統計学時価総額₩2.31t収益（TTM）₩211.19b売上高(TTM)₩9.17t12.4xPER（株価収益率0.3xP/SレシオA282330 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A282330 損益計算書（TTM）収益₩9.17t売上原価₩7.47t売上総利益₩1.70tその他の費用₩1.48t収益₩211.19b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）12.23kグロス・マージン18.50%純利益率2.30%有利子負債／自己資本比率1.5%A282330 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り34%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 08:32終値2026/08/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BGF Retail Co., Ltd. 19 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。26 アナリスト機関A-Hyung ChoBofA Global ResearchHyeryeong KimCGS InternationalPaul HwangCitigroup Inc23 その他のアナリストを表示
Valuation Update With 7 Day Price Move • 54mInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩152,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩108,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 35% over the past three years.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: ₩1,696 (vs ₩773 in 1Q 2025)First quarter 2026 results: EPS: ₩1,696 (up from ₩773 in 1Q 2025). Revenue: ₩2.12t (up 5.2% from 1Q 2025). Net income: ₩29.3b (up 119% from 1Q 2025). Profit margin: 1.4% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩138,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 15% over the past three years.
Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩11,303 (up from ₩11,301 in FY 2024). Revenue: ₩9.06t (up 4.2% from FY 2024). Net income: ₩195.3b (flat on FY 2024). Profit margin: 2.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩111,900, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • 54mInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩152,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩108,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 35% over the past three years.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: ₩1,696 (vs ₩773 in 1Q 2025)First quarter 2026 results: EPS: ₩1,696 (up from ₩773 in 1Q 2025). Revenue: ₩2.12t (up 5.2% from 1Q 2025). Net income: ₩29.3b (up 119% from 1Q 2025). Profit margin: 1.4% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩138,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 15% over the past three years.
Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩11,303 (up from ₩11,301 in FY 2024). Revenue: ₩9.06t (up 4.2% from FY 2024). Net income: ₩195.3b (flat on FY 2024). Profit margin: 2.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩111,900, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 33% over the past three years.
お知らせ • Feb 27BGF Retail Co., Ltd., Annual General Meeting, Mar 26, 2026BGF Retail Co., Ltd., Annual General Meeting, Mar 26, 2026, at 08:30 Tokyo Standard Time. Location: auditorium, 405, teheran-ro, gangnam-gu, seoul South Korea
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: ₩11,305 (vs ₩11,301 in FY 2024)Full year 2025 results: EPS: ₩11,305 (up from ₩11,301 in FY 2024). Revenue: ₩9.06t (up 4.2% from FY 2024). Net income: ₩195.3b (flat on FY 2024). Profit margin: 2.2% (in line with FY 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
分析記事 • Feb 12BGF Retail (KRX:282330) Is Paying Out A Dividend Of ₩4100.00BGF Retail Co., Ltd. ( KRX:282330 ) will pay a dividend of ₩4100.00 on the 10th of April. This means that the annual...
Declared Dividend • Feb 12Dividend of ₩4,100 announcedDividend of ₩4,100 is the same as last year. Ex-date: 26th February 2026 Payment date: 10th April 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 11BGF Retail Co., Ltd. announces Annual dividend, payable on April 10, 2026BGF Retail Co., Ltd. announced Annual dividend of KRW 4100.0000 per share payable on April 10, 2026, ex-date on February 26, 2026 and record date on February 28, 2026.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩141,800, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 17% over the past three years.
分析記事 • Feb 03Earnings Working Against BGF Retail Co., Ltd.'s (KRX:282330) Share PriceWith a price-to-earnings (or "P/E") ratio of 11.2x BGF Retail Co., Ltd. ( KRX:282330 ) may be sending bullish signals...
分析記事 • Dec 29Does BGF Retail (KRX:282330) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Nov 27We Like The Quality Of BGF Retail's (KRX:282330) EarningsBGF Retail Co., Ltd.'s ( KRX:282330 ) solid earnings announcement recently didn't do much to the stock price. We did...
Reported Earnings • Nov 20Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₩4,591 (up from ₩4,044 in 3Q 2024). Revenue: ₩2.46t (up 5.9% from 3Q 2024). Net income: ₩79.3b (up 14% from 3Q 2024). Profit margin: 3.2% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 20Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₩3,057 (down from ₩3,386 in 2Q 2024). Revenue: ₩2.29t (up 4.0% from 2Q 2024). Net income: ₩52.8b (down 9.7% from 2Q 2024). Profit margin: 2.3% (down from 2.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Jul 27BGF retail (KRX:282330) Might Be Having Difficulty Using Its Capital EffectivelyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Jul 09BGF retail (KRX:282330) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 20There's Reason For Concern Over BGF retail CO., LTD.'s (KRX:282330) Massive 25% Price JumpBGF retail CO., LTD. ( KRX:282330 ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩124,100, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 23% over the past three years.
分析記事 • May 28BGF retail's (KRX:282330) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by BGF retail CO., LTD. ( KRX:282330 ). However, our analysis...
お知らせ • May 01BGF retail CO., LTD. to Report Q1, 2025 Results on May 08, 2025BGF retail CO., LTD. announced that they will report Q1, 2025 results on May 08, 2025
Reported Earnings • Mar 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩11,301 (down from ₩11,337 in FY 2023). Revenue: ₩8.70t (up 6.2% from FY 2023). Net income: ₩195.2b (flat on FY 2023). Profit margin: 2.2% (down from 2.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Mar 07BGF retail CO., LTD., Annual General Meeting, Mar 26, 2025BGF retail CO., LTD., Annual General Meeting, Mar 26, 2025, at 08:30 Tokyo Standard Time. Location: auditorium, 405, teheran-ro, gangnam-gu, seoul South Korea
Reported Earnings • Feb 12Full year 2024 earnings released: EPS: ₩11,300 (vs ₩11,337 in FY 2023)Full year 2024 results: EPS: ₩11,300 (down from ₩11,337 in FY 2023). Revenue: ₩8.70t (up 6.2% from FY 2023). Net income: ₩195.2b (flat on FY 2023). Profit margin: 2.2% (down from 2.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Nov 26BGF retail's (KRX:282330) Conservative Accounting Might Explain Soft EarningsBGF retail CO., LTD.'s ( KRX:282330 ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ₩2.33t (up 5.4% from 3Q 2023). Net income: ₩69.9b (flat on 3Q 2023). Profit margin: 3.0% (down from 3.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
分析記事 • Nov 10BGF retail's (KRX:282330) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • Sep 30Is BGF retail (KRX:282330) 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...
分析記事 • Aug 21BGF retail CO., LTD.'s (KRX:282330) Share Price Is Matching Sentiment Around Its EarningsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 13x, you may consider BGF...
分析記事 • Jun 19Does BGF retail (KRX:282330) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jun 15BGF retail CO., LTD. (KOSE:A282330) agreed to acquire BGFnetworks Corporation from BGF Co., Ltd. (KOSE:A027410) for KRW 72.3 billion.BGF retail CO., LTD. (KOSE:A282330) agreed to acquire BGFnetworks Corporation from BGF Co., Ltd. (KOSE:A027410) for KRW 72.3 billion on June 13, 2024. For the period ending December 31, 2023, BGFnetworks Corporation reported total revenue of KRW 87.06 billion and net income of KRW 8.41 billion. As of December 31, 2023, BGFnetworks Corporation reported total debt of KRW 47.44 billion, total assets of KRW 88.02 billion and total common equity of KRW 40.58 billion. The expected completion of the transaction is July 1, 2024.
分析記事 • May 21Be Wary Of BGF retail (KRX:282330) And Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • May 03BGF retail CO., LTD.'s (KRX:282330) Price Is Out Of Tune With EarningsThere wouldn't be many who think BGF retail CO., LTD.'s ( KRX:282330 ) price-to-earnings (or "P/E") ratio of 11.7x is...
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩129,600, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Consumer Retailing industry in South Korea. Total loss to shareholders of 11% over the past three years.
分析記事 • Mar 20BGF retail's (KRX:282330) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by the solid earnings posted by BGF retail CO., LTD. ( KRX:282330 ) recently. We have...
Reported Earnings • Mar 16Full year 2023 earnings released: EPS: ₩11,337 (vs ₩11,203 in FY 2022)Full year 2023 results: EPS: ₩11,337 (up from ₩11,203 in FY 2022). Revenue: ₩8.19t (up 7.6% from FY 2022). Net income: ₩195.8b (up 1.2% from FY 2022). Profit margin: 2.4% (down from 2.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 11Now 21% overvaluedOver the last 90 days, the stock has fallen 4.8% to ₩129,500. The fair value is estimated to be ₩107,391, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
分析記事 • Feb 29Are BGF retail CO., LTD. (KRX:282330) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for BGF retail is ₩107,391 based on Dividend Discount Model BGF retail is...
お知らせ • Feb 01BGF retail CO., LTD. to Report Fiscal Year 2023 Results on Feb 07, 2024BGF retail CO., LTD. announced that they will report fiscal year 2023 results on Feb 07, 2024
Upcoming Dividend • Dec 20Upcoming dividend of ₩4,100 per share at 3.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.8%).
Price Target Changed • Dec 01Price target decreased by 7.2% to ₩204,476Down from ₩220,368, the current price target is an average from 21 analysts. New target price is 49% above last closing price of ₩136,900. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₩11,636 for next year compared to ₩11,203 last year.
Reported Earnings • Mar 19Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: ₩11,203 (up from ₩8,547 in FY 2021). Revenue: ₩7.62t (up 12% from FY 2021). Net income: ₩193.5b (up 31% from FY 2021). Profit margin: 2.5% (up from 2.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.6%).
Reported Earnings • Mar 16Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₩8,547 (up from ₩7,103 in FY 2020). Revenue: ₩6.78t (up 9.7% from FY 2020). Net income: ₩147.6b (up 20% from FY 2020). Profit margin: 2.2% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 6.7%, compared to a 13% growth forecast for the retail industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩2,400 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 14 April 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩179,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Consumer Retailing industry in Asia. Total loss to shareholders of 1.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩289,379 per share.
分析記事 • Mar 24Is BGF retail (KRX:282330) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩7,103 (vs ₩8,763 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩6.18t (up 4.0% from FY 2019). Net income: ₩122.7b (down 19% from FY 2019). Profit margin: 2.0% (down from 2.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Mar 10Is BGF retail CO., LTD. (KRX:282330) A Great Dividend Stock?Dividend paying stocks like BGF retail CO., LTD. ( KRX:282330 ) tend to be popular with investors, and for good reason...
お知らせ • Mar 05BGF retail CO., LTD., Annual General Meeting, Mar 25, 2021BGF retail CO., LTD., Annual General Meeting, Mar 25, 2021, at 08:30 Korea Standard Time.
分析記事 • Feb 17Returns On Capital At BGF retail (KRX:282330) Paint An Interesting PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Feb 11New 90-day high: ₩170,500The company is up 25% from its price of ₩136,500 on 13 November 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩170,620 per share.
分析記事 • Feb 03Here's Why We Think BGF retail's (KRX:282330) Statutory Earnings Might Be ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
お知らせ • Feb 02BGF retail CO., LTD. to Report Fiscal Year 2020 Results on Feb 09, 2021BGF retail CO., LTD. announced that they will report fiscal year 2020 results on Feb 09, 2021
分析記事 • Jan 20Is BGF retail CO., LTD.'s (KRX:282330) ROE Of 19% Impressive?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Is New 90 Day High Low • Jan 13New 90-day high: ₩147,500The company is up 23% from its price of ₩120,000 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩165,943 per share.
分析記事 • Jan 07Would Shareholders Who Purchased BGF retail's (KRX:282330) Stock Three Years Be Happy With The Share price Today?BGF retail CO., LTD. ( KRX:282330 ) shareholders should be happy to see the share price up 11% in the last quarter. But...
分析記事 • Dec 25BGF retail CO., LTD. (KRX:282330) Stock Goes Ex-Dividend In Just Three DaysRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see BGF retail...
分析記事 • Dec 23Calculating The Intrinsic Value Of BGF retail CO., LTD. (KRX:282330)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of BGF retail CO., LTD...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩2,700 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 29th of December. The trailing yield of 2.0% is below the top quartile of South Korean dividend payers (2.6%), but is in line with industry peers (1.9%).
分析記事 • Dec 08What Kind Of Investors Own Most Of BGF retail CO., LTD. (KRX:282330)?If you want to know who really controls BGF retail CO., LTD. ( KRX:282330 ), then you'll have to look at the makeup of...
分析記事 • Nov 25Would BGF retail CO., LTD. (KRX:282330) Be Valuable To Income Investors?Could BGF retail CO., LTD. (KRX:282330) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Nov 11New 90-day high: ₩141,000The company is up 6.0% from its price of ₩132,500 on 13 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Retailing industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩154,363 per share.
Is New 90 Day High Low • Oct 21New 90-day high: ₩136,000The company is up 7.0% from its price of ₩127,000 on 23 July 2020. The South Korean market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Retailing industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩152,924 per share.
お知らせ • Aug 31BGF retail CO., LTD. to Report First Half, 2020 Results on Aug 06, 2020BGF retail CO., LTD. announced that they will report first half, 2020 results on Aug 06, 2020
