Seobu T&D（A006730）株式概要Seobu T&D Co., Ltd.は韓国で観光ホテル事業を行っている。 詳細A006730 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績4/6財務の健全性1/6配当金1/6報酬当社が推定した公正価値より25%で取引されている 過去1年間で収益は154.1%増加しました アナリストらは、株価が95.9%上昇するだろうとほぼ一致している。 リスク分析今後3年間の収益は年平均26.9%減少すると予測されている。 利払いは収益で十分にカバーされない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るA006730 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW497,212 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 NarrativeBLINROAG497,212 investors already sharing narrativesYour Fair Value₩Current Price₩10.38k17.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-35b423b2016201920222025202620282031Revenue ₩422.7bEarnings ₩135.2bAdvancedSet Fair ValueView all narrativesSeobu T&D Co., Ltd. 競合他社Hanatour ServiceSymbol: KOSE:A039130Market cap: ₩508.8bGS P&LSymbol: KOSE:A499790Market cap: ₩741.9bLotte Tour DevelopmentSymbol: KOSE:A032350Market cap: ₩1.2tModetour NetworkSymbol: KOSDAQ:A080160Market cap: ₩148.9b価格と性能株価の高値、安値、推移の概要Seobu T&D過去の株価現在の株価₩10,380.0052週高値₩20,450.0052週安値₩8,220.00ベータ0.611ヶ月の変化-8.06%3ヶ月変化-20.09%1年変化4.64%3年間の変化43.08%5年間の変化40.75%IPOからの変化2,210.52%最新ニュースValuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩9,350, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.分析記事 • May 21What Does Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Share Price Indicate?While Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) might not have the largest market cap around , it received a lot of...Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,870, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.分析記事 • Mar 29Seobu T&D (KOSDAQ:006730) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩13,540, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,469 per share.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩9,350, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.分析記事 • May 21What Does Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Share Price Indicate?While Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) might not have the largest market cap around , it received a lot of...Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,870, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.分析記事 • Mar 29Seobu T&D (KOSDAQ:006730) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩13,540, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,469 per share.お知らせ • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 11, sinjeong-ro 13-gil, yangcheon-gu, seoul South Korea分析記事 • Feb 02There's Reason For Concern Over Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Massive 38% Price JumpDespite an already strong run, Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) shares have been powering on, with a gain of 38...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩17,590, the stock trades at a forward P/E ratio of 88x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,990 per share.分析記事 • Jan 14Estimating The Fair Value Of Seobu T&D Co., Ltd. (KOSDAQ:006730)Key Insights The projected fair value for Seobu T&D is ₩15,055 based on 2 Stage Free Cash Flow to Equity With ₩13,320...Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is a comfortable 4.6% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (2.1%).分析記事 • Dec 18Seobu T&D (KOSDAQ:006730) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩14,070, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,696 per share.分析記事 • Nov 29Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Price Is Right But Growth Is LackingSeobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right...New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (17% net profit margin).Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩10,790, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,541 per share.分析記事 • Nov 09Seobu T&D (KOSDAQ:006730) Has Announced A Dividend Of ₩100.00The board of Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) has announced that it will pay a dividend of ₩100.00 per share on...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 8th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 23% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Seobu T&D Co., Ltd. announces Annual dividend, payable on April 08, 2026Seobu T&D Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 08, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Sep 04Seobu T&D (KOSDAQ:006730) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 30New 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: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 44% to ₩8,350. The fair value is estimated to be ₩10,506, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩8,640, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,506 per share.Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 59% to ₩8,890. The fair value is estimated to be ₩11,259, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.分析記事 • Jun 20Investors Will Want Seobu T&D's (KOSDAQ:006730) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,660, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total loss to shareholders of 6.6% over the past three years.分析記事 • May 21Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Shares Not Telling The Full StoryThere wouldn't be many who think Seobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 12.5x is...New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 82% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).New Risk • Mar 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 54% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 54% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 167, sinjeong-ro, yangcheon-gu, seoul South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (2.5%).Buy Or Sell Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₩5,060. The fair value is estimated to be ₩6,436, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Nov 20Seobu T&D's (KOSDAQ:006730) Promising Earnings May Rest On Soft FoundationsSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...分析記事 • Nov 14Seobu T&D (KOSDAQ:006730) Has A Somewhat Strained 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 • Mar 28Impressive Earnings May Not Tell The Whole Story For Seobu T&D (KOSDAQ:006730)Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. We did some digging, and we...Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 17 April 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.1%).Reported Earnings • Nov 19Third quarter 2023 earnings released: ₩39.00 loss per share (vs ₩15.00 loss in 3Q 2022)Third quarter 2023 results: ₩39.00 loss per share (further deteriorated from ₩15.00 loss in 3Q 2022). Revenue: ₩43.4b (up 23% from 3Q 2022). Net loss: ₩2.32b (loss widened 167% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩287 (vs ₩692 in FY 2021)Full year 2022 results: EPS: ₩287 (down from ₩692 in FY 2021). Revenue: ₩135.3b (up 40% from FY 2021). Net income: ₩16.7b (down 59% from FY 2021). Profit margin: 12% (down from 42% in FY 2021). Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.1%).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.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.Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 21 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.1%).Reported Earnings • May 23First quarter 2021 earnings released: ₩150 loss per share (vs ₩144 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ₩19.2b (down 11% from 1Q 2020). Net loss: ₩8.55b (loss widened 2.8% from 1Q 2020).Is New 90 Day High Low • Jan 21New 90-day high: ₩8,690The company is up 43% from its price of ₩6,069 on 23 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period.Is New 90 Day High Low • Jan 06New 90-day high: ₩7,790The company is up 26% from its price of ₩6,167 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 10New 90-day high: ₩7,130The company is up 7.0% from its price of ₩6,670 on 11 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.Is New 90 Day High Low • Nov 20New 90-day high: ₩6,880The company is up 5.0% from its price of ₩6,540 on 21 August 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: ₩6,080The company is down 16% from its price of ₩7,220 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 Specialty Retail industry, which is up 2.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day low: ₩6,120The company is down 6.0% from its price of ₩6,500 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 3.0% over the same period.株主還元A006730KR HospitalityKR 市場7D-0.4%10.4%-3.6%1Y4.6%-9.8%148.4%株主還元を見る業界別リターン: A006730過去 1 年間で-9.8 % の収益を上げたKR Hospitality業界を上回りました。リターン対市場: A006730は、過去 1 年間で148.4 % のリターンを上げたKR市場を下回りました。価格変動Is A006730's price volatile compared to industry and market?A006730 volatilityA006730 Average Weekly Movement9.7%Hospitality Industry Average Movement6.6%Market Average Movement9.3%10% most volatile stocks in KR Market16.5%10% least volatile stocks in KR Market4.9%安定した株価: A006730 、 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: A006730の 週次ボラティリティ ( 10% ) 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1979n/aMan-Ho Seungwww.seobutnd.comSeobu T&D Co., Ltd.は韓国で観光ホテル事業を行っている。また、総合ショッピングモール運営、物流施設運営、石油販売、不動産賃貸事業も行っている。旧社名は西部トラックターミナル（株）で、2010年に西部T&D（株）に社名変更した。Seobu T&D Co., Ltd.は1979年に設立され、本社は韓国ソウルにある。もっと見るSeobu T&D Co., Ltd. 基礎のまとめSeobu T&D の収益と売上を時価総額と比較するとどうか。A006730 基礎統計学時価総額₩650.72b収益（TTM）₩86.35b売上高(TTM)₩269.84b7.7xPER（株価収益率2.4xP/SレシオA006730 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A006730 損益計算書（TTM）収益₩269.84b売上原価₩132.90b売上総利益₩136.94bその他の費用₩50.60b収益₩86.35b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.36kグロス・マージン50.75%純利益率32.00%有利子負債／自己資本比率99.1%A006730 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1.0%現在の配当利回り7%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2026/07/06 14:43終値2026/07/06 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Seobu T&D Co., Ltd. 3 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。11 アナリスト機関null nullDBS Bank LtdSang-Hun LeeiM SecuritiesYong Hyun ChoiKB Securities Co., Ltd.8 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩9,350, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.
分析記事 • May 21What Does Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Share Price Indicate?While Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) might not have the largest market cap around , it received a lot of...
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,870, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.
分析記事 • Mar 29Seobu T&D (KOSDAQ:006730) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩13,540, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,469 per share.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩9,350, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.
分析記事 • May 21What Does Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Share Price Indicate?While Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) might not have the largest market cap around , it received a lot of...
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,870, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.
分析記事 • Mar 29Seobu T&D (KOSDAQ:006730) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩13,540, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,469 per share.
お知らせ • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 11, sinjeong-ro 13-gil, yangcheon-gu, seoul South Korea
分析記事 • Feb 02There's Reason For Concern Over Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Massive 38% Price JumpDespite an already strong run, Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) shares have been powering on, with a gain of 38...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩17,590, the stock trades at a forward P/E ratio of 88x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,990 per share.
分析記事 • Jan 14Estimating The Fair Value Of Seobu T&D Co., Ltd. (KOSDAQ:006730)Key Insights The projected fair value for Seobu T&D is ₩15,055 based on 2 Stage Free Cash Flow to Equity With ₩13,320...
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is a comfortable 4.6% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (2.1%).
分析記事 • Dec 18Seobu T&D (KOSDAQ:006730) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩14,070, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,696 per share.
分析記事 • Nov 29Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Price Is Right But Growth Is LackingSeobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right...
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (17% net profit margin).
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩10,790, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,541 per share.
分析記事 • Nov 09Seobu T&D (KOSDAQ:006730) Has Announced A Dividend Of ₩100.00The board of Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) has announced that it will pay a dividend of ₩100.00 per share on...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 8th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 23% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Seobu T&D Co., Ltd. announces Annual dividend, payable on April 08, 2026Seobu T&D Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 08, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Sep 04Seobu T&D (KOSDAQ:006730) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 30New 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: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).
Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 44% to ₩8,350. The fair value is estimated to be ₩10,506, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩8,640, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,506 per share.
Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 59% to ₩8,890. The fair value is estimated to be ₩11,259, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.
分析記事 • Jun 20Investors Will Want Seobu T&D's (KOSDAQ:006730) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,660, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total loss to shareholders of 6.6% over the past three years.
分析記事 • May 21Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Shares Not Telling The Full StoryThere wouldn't be many who think Seobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 12.5x is...
New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 82% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 54% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 54% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 167, sinjeong-ro, yangcheon-gu, seoul South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (2.5%).
Buy Or Sell Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₩5,060. The fair value is estimated to be ₩6,436, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Nov 20Seobu T&D's (KOSDAQ:006730) Promising Earnings May Rest On Soft FoundationsSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
分析記事 • Nov 14Seobu T&D (KOSDAQ:006730) Has A Somewhat Strained 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 • Mar 28Impressive Earnings May Not Tell The Whole Story For Seobu T&D (KOSDAQ:006730)Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 17 April 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.1%).
Reported Earnings • Nov 19Third quarter 2023 earnings released: ₩39.00 loss per share (vs ₩15.00 loss in 3Q 2022)Third quarter 2023 results: ₩39.00 loss per share (further deteriorated from ₩15.00 loss in 3Q 2022). Revenue: ₩43.4b (up 23% from 3Q 2022). Net loss: ₩2.32b (loss widened 167% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩287 (vs ₩692 in FY 2021)Full year 2022 results: EPS: ₩287 (down from ₩692 in FY 2021). Revenue: ₩135.3b (up 40% from FY 2021). Net income: ₩16.7b (down 59% from FY 2021). Profit margin: 12% (down from 42% in FY 2021). Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.1%).
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.
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.
Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 21 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.1%).
Reported Earnings • May 23First quarter 2021 earnings released: ₩150 loss per share (vs ₩144 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ₩19.2b (down 11% from 1Q 2020). Net loss: ₩8.55b (loss widened 2.8% from 1Q 2020).
Is New 90 Day High Low • Jan 21New 90-day high: ₩8,690The company is up 43% from its price of ₩6,069 on 23 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period.
Is New 90 Day High Low • Jan 06New 90-day high: ₩7,790The company is up 26% from its price of ₩6,167 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 10New 90-day high: ₩7,130The company is up 7.0% from its price of ₩6,670 on 11 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Nov 20New 90-day high: ₩6,880The company is up 5.0% from its price of ₩6,540 on 21 August 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: ₩6,080The company is down 16% from its price of ₩7,220 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 Specialty Retail industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: ₩6,120The company is down 6.0% from its price of ₩6,500 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 3.0% over the same period.
