View ValuationSeobu T&D 将来の成長Future 基準チェック /06Seobu T&Dの収益は年間25.8%で減少すると予測されていますが、年間収益は年間11.4%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に3.6% 26.6%なると予測されています。主要情報-25.8%収益成長率-26.62%EPS成長率Hospitality 収益成長13.5%収益成長率11.4%将来の株主資本利益率3.60%アナリストカバレッジLow最終更新日17 May 2026今後の成長に関する最新情報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.すべての更新を表示Recent updates分析記事 • 13hWhat 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.業績と収益の成長予測KOSDAQ:A006730 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028353,75041,050199,433263,950212/31/2027323,66744,733195,500200,150312/31/2026304,90032,500287,800287,800112/31/2025248,33079,218-104,442106,128N/A9/30/2025225,16568,278-95,44971,545N/A6/30/2025200,07233,199-104,55064,031N/A3/31/2025192,23433,93947,55264,452N/A12/31/2024180,94734,37846,42762,886N/A9/30/2024178,740144,04247,63360,014N/A6/30/2024177,211144,368-13,55953,945N/A3/31/2024174,920140,292-17,22050,517N/A12/31/2023169,162138,341-19,27849,339N/A9/30/2023159,71015,265-13,34150,366N/A6/30/2023151,69616,71541,03249,471N/A3/31/2023144,14118,11235,57843,800N/A12/31/2022135,28116,69931,42738,690N/A9/30/2022126,55050,76713,99921,464N/A6/30/2022114,76144,9099,19814,853N/A3/31/2022104,30742,6224,32510,081N/A12/31/202196,73340,248-10,6878,260N/A9/30/202189,315-30,841-28,378-10,278N/A6/30/202188,263-31,070-23,229-4,890N/A3/31/202182,320-34,920-38,320-7,464N/A12/31/202084,757-34,682-26,506-9,605N/A9/30/202098,216-13,843-35,97523,003N/A6/30/2020109,128-8,910-31,07427,603N/A3/31/2020122,617-2,230-17,36630,768N/A12/31/2019127,93747-16,76837,599N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A006730の収益は今後 3 年間で減少すると予測されています (年間-25.8% )。収益対市場: A006730の収益は今後 3 年間で減少すると予測されています (年間-25.8% )。高成長収益: A006730の収益は今後 3 年間で減少すると予測されています。収益対市場: A006730の収益 ( 11.4% ) KR市場 ( 15.5% ) よりも低い成長が予測されています。高い収益成長: A006730の収益 ( 11.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A006730の 自己資本利益率 は、3年後には低くなると予測されています ( 3.6 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:37終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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。10 アナリスト機関null nullDBS Bank LtdYong Hyun ChoiKB Securities Co., Ltd.Hazell LeeNH Investment & Securities Co., Ltd.7 その他のアナリストを表示
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 • 13hWhat 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.