View Financial HealthModetour Network 配当と自社株買い配当金 基準チェック /36Modetour Network配当を支払う会社であり、現在の利回りは2.45%で、収益によって十分にカバーされています。主要情報2.5%配当利回り0.02%バイバック利回り総株主利回り2.5%将来の配当利回り2.5%配当成長-4.1%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向35%最近の配当と自社株買いの更新お知らせ • Apr 05Modetour Network Inc. (KOSDAQ:A080160) announces an Equity Buyback for KRW 5,000 million worth of its shares.MODETOUR NETWORK Inc. (KOSDAQ:A080160) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares pursuant to a contract with Mirae Asset Daewoo Securities Co. Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The plan will be valid up to April 3, 2025. As of April 3, 2024, the company had 1,245,599 shares in treasury within scope available for dividend and 3,322 shares in treasury through other repurchase.Upcoming Dividend • Dec 22Upcoming Dividend of ₩120 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.6% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (2.6%).すべての更新を表示Recent updatesReported Earnings • Mar 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩508 (down from ₩705 in FY 2024). Revenue: ₩210.4b (down 16% from FY 2024). Net income: ₩8.81b (down 28% from FY 2024). Profit margin: 4.2% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Mar 13Modetour Network Inc., Annual General Meeting, Mar 27, 2026Modetour Network Inc., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 16, eulji-ro, jung-gu, seoul South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩11,100, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total loss to shareholders of 40% over the past three years.New Risk • Feb 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change).Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩12,840, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total loss to shareholders of 33% over the past three years.Major Estimate Revision • Sep 12Consensus EPS estimates increase by 60%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩244.6m to ₩255.6m. EPS estimate increased from ₩829 to ₩1,325 per share. Net income forecast to grow 74% next year vs 31% growth forecast for Hospitality industry in South Korea. Consensus price target up from ₩12,500 to ₩14,500. Share price rose 8.6% to ₩12,920 over the past week.分析記事 • Jul 28Investors Interested In Modetour Network Inc.'s (KOSDAQ:080160) EarningsWith a price-to-earnings (or "P/E") ratio of 19.3x Modetour Network Inc. ( KOSDAQ:080160 ) may be sending bearish...分析記事 • Jun 02Modetour Network (KOSDAQ:080160) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,160, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total loss to shareholders of 51% over the past three years.Reported Earnings • Mar 15Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩685 (up from ₩263 in FY 2023). Revenue: ₩251.6b (up 41% from FY 2023). Net income: ₩12.0b (up 162% from FY 2023). Profit margin: 4.8% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 103%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 06Modetour Network Inc., Annual General Meeting, Mar 21, 2025Modetour Network Inc., Annual General Meeting, Mar 21, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 16, eulji-ro, jung-gu, seoul South KoreaMajor Estimate Revision • Jan 15Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩236.4m to ₩254.6m. EPS estimate fell from ₩343 to ₩307 per share. Net income forecast to grow 787% next year vs 70% growth forecast for Hospitality industry in South Korea. Consensus price target of ₩14,000 unchanged from last update. Share price was steady at ₩9,930 over the past week.Price Target Changed • Dec 24Price target decreased by 17% to ₩14,000Down from ₩16,833, the current price target is an average from 2 analysts. New target price is 40% above last closing price of ₩9,990. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩343 for next year compared to ₩263 last year.New Risk • Dec 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 2.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (220% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).分析記事 • Nov 04The Returns At Modetour Network (KOSDAQ:080160) Aren't GrowingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Major Estimate Revision • Oct 09Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩259.9m to ₩236.4m. EPS estimate also fell from ₩491 per share to ₩343 per share. Net income forecast to grow 565% next year vs 54% growth forecast for Hospitality industry in South Korea. Consensus price target down from ₩16,833 to ₩16,000. Share price was steady at ₩10,350 over the past week.Price Target Changed • Jul 29Price target decreased by 10% to ₩17,667Down from ₩19,667, the current price target is an average from 3 analysts. New target price is 38% above last closing price of ₩12,780. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₩985 for next year compared to ₩263 last year.Major Estimate Revision • May 21Consensus revenue estimates increase by 14%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩261.1m to ₩297.0m. EPS estimate increased from ₩887 to ₩969 per share. Net income forecast to grow 301% next year vs 24% growth forecast for Hospitality industry in South Korea. Consensus price target of ₩18,500 unchanged from last update. Share price fell 3.1% to ₩15,760 over the past week.お知らせ • Apr 05Modetour Network Inc. (KOSDAQ:A080160) announces an Equity Buyback for KRW 5,000 million worth of its shares.MODETOUR NETWORK Inc. (KOSDAQ:A080160) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares pursuant to a contract with Mirae Asset Daewoo Securities Co. Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The plan will be valid up to April 3, 2025. As of April 3, 2024, the company had 1,245,599 shares in treasury within scope available for dividend and 3,322 shares in treasury through other repurchase.分析記事 • Mar 21We Think Modetour Network's (KOSDAQ:080160) Robust Earnings Are ConservativeModetour Network Inc. ( KOSDAQ:080160 ) just reported healthy earnings but the stock price didn't move much. We think...Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₩263 (up from ₩1,391 loss in FY 2022). Revenue: ₩178.6b (up ₩149.1b from FY 2022). Net income: ₩4.57b (up ₩28.7b from FY 2022). Profit margin: 2.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Dec 30Price target decreased by 19% to ₩16,000Down from ₩19,667, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩15,240. Stock is down 11% over the past year. The company posted a net loss per share of ₩1,270 last year.Price Target Changed • Aug 22Price target decreased by 8.5% to ₩19,667Down from ₩21,500, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ₩16,590. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of ₩449 next year compared to a net loss per share of ₩1,270 last year.Major Estimate Revision • Jan 20Consensus revenue estimates increase by 13%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ₩39.2m to ₩44.1m. Forecast losses expected to reduce from -₩1,034 to -₩1,012 per share. Hospitality industry in South Korea expected to see average net income growth of 227% next year. Consensus price target up from ₩21,500 to ₩27,500. Share price rose 14% to ₩21,350 over the past week.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩20,900, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 29% over the past three years.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. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Oct 18Price target decreased to ₩25,750Down from ₩28,286, the current price target is an average from 5 analysts. New target price is 57% above last closing price of ₩16,450. Stock is down 36% over the past year. The company is forecast to post a net loss per share of ₩1,251 compared to earnings per share of ₩1,076 last year.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩18,150, the stock trades at a trailing P/E ratio of 19.1x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩25,426 per share.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩15,950, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 8x in the Hospitality industry in South Korea. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩23,192 per share.Price Target Changed • Apr 27Price target increased to ₩31,000Up from ₩28,286, the current price target is an average from 3 analysts. New target price is 38% above last closing price of ₩22,500. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of ₩8.33 for next year compared to ₩1,076 last year.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. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Mar 16Price target increased to ₩30,667Up from ₩28,286, the current price target is an average from 3 analysts. New target price is 31% above last closing price of ₩23,400. Stock is down 2.3% over the past year. The company is forecast to post a net loss per share of ₩1,000 next year compared to a net loss per share of ₩3,703 last year.Major Estimate Revision • Jul 24Consensus revenue estimates fall to ₩44.0mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ₩51.3m to ₩44.0m. Forecast losses increased from -₩768 to -₩905 per share. Hospitality industry in South Korea expected to see average net income growth of 80% next year. Consensus price target of ₩31,571 unchanged from last update. Share price was steady at ₩24,600 over the past week.Major Estimate Revision • Jun 19Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ₩50.3m to ₩55.4m. EPS estimate reaffirmed at -₩630 per share. Hospitality industry in South Korea expected to see average net income growth of 89% next year. Consensus price target up from ₩28,286 to ₩31,571. Share price was steady at ₩28,900 over the past week.Major Estimate Revision • Jun 05Consensus EPS estimates fall to -₩630The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩51.3m to ₩50.3m. Losses expected to increase from -₩483 to -₩630. Hospitality industry in South Korea expected to see average net income growth of 93% next year. Consensus price target up from ₩25,374 to ₩27,429. Share price rose 9.4% to ₩29,550 over the past week.分析記事 • Apr 12Is Modetour Network Inc.'s (KOSDAQ:080160) 0.6% Dividend Sustainable?Could Modetour Network Inc. ( KOSDAQ:080160 ) be an attractive dividend share to own for the long haul? Investors are...分析記事 • Mar 15At ₩24,600, Is It Time To Put Modetour Network Inc. (KOSDAQ:080160) On Your Watch List?Modetour Network Inc. ( KOSDAQ:080160 ), might not be a large cap stock, but it saw a significant share price rise of...分析記事 • Feb 25Is There An Opportunity With Modetour Network Inc.'s (KOSDAQ:080160) 21% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Modetour Network Inc...Major Estimate Revision • Feb 24Analysts update estimatesThe 2021 consensus revenue estimate was lowered from ₩124.2m to ₩96.8m. Earning per share (EPS) estimate was unchanged from the last update at -₩408. The Hospitality industry in South Korea is expected to see an average net income growth of 46% next year. The consensus price target of ₩26,167 was unchanged from the last update. Share price is up 2.8% to ₩23,800 over the past week.分析記事 • Feb 07Modetour Network (KOSDAQ:080160) Is Carrying A Fair Bit Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Jan 23Price target raised to ₩18,167Up from ₩16,167, the current price target is an average from 7 analysts. The new target price is 24% below the current share price of ₩23,950. As of last close, the stock is up 48% over the past year.Is New 90 Day High Low • Jan 12New 90-day high: ₩22,750The company is up 73% from its price of ₩13,150 on 14 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩46,167 per share.分析記事 • Jan 10Should Modetour Network Inc. (KOSDAQ:080160) Be Part Of Your Income Portfolio?Is Modetour Network Inc. ( KOSDAQ:080160 ) a good dividend stock? How can we tell? Dividend paying companies with...Upcoming Dividend • Dec 22Upcoming Dividend of ₩120 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.6% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (2.6%).分析記事 • Dec 14What Percentage Of Modetour Network Inc. (KOSDAQ:080160) Shares Do Insiders Own?A look at the shareholders of Modetour Network Inc. ( KOSDAQ:080160 ) can tell us which group is most powerful. Large...分析記事 • Nov 26Calculating The Intrinsic Value Of MODETOUR NETWORK Inc. (KOSDAQ:080160)How far off is MODETOUR NETWORK Inc. (KOSDAQ:080160) from its intrinsic value? Using the most recent financial data...Is New 90 Day High Low • Nov 04New 90-day high: ₩14,450The company is up 29% from its price of ₩11,200 on 06 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩16,641 per share.Is New 90 Day High Low • Oct 12New 90-day high: ₩13,900The company is up 38% from its price of ₩10,100 on 14 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,182 per share.決済の安定と成長配当データの取得安定した配当: A080160は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: A080160は7年間のみ配当金を支払っており、それ以降は支払額が減少しています。配当利回り対市場Modetour Network 配当利回り対市場A080160 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (A080160)2.5%市場下位25% (KR)1.0%市場トップ25% (KR)3.9%業界平均 (Hospitality)2.3%アナリスト予想 (A080160) (最長3年)2.5%注目すべき配当: A080160の配当金 ( 2.45% ) はKR市場の配当金支払者の下位 25% ( 1.05% ) よりも高くなっています。高配当: A080160の配当金 ( 2.45% ) はKR市場の配当金支払者の上位 25% ( 3.88% ) と比較すると低いです。株主への利益配当収益カバレッジ: A080160の 配当性向 ( 35.3% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: A080160は低い 現金配当性向 ( 15.9% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YKR 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 09:15終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Modetour Network Inc. 1 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Hyeryeong KimCGS InternationalJong Kyung ChoiDAOL Investment & Securities Co., Ltd.Seung-Woo LeeEugene Investment & Securities Co Ltd.7 その他のアナリストを表示
お知らせ • Apr 05Modetour Network Inc. (KOSDAQ:A080160) announces an Equity Buyback for KRW 5,000 million worth of its shares.MODETOUR NETWORK Inc. (KOSDAQ:A080160) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares pursuant to a contract with Mirae Asset Daewoo Securities Co. Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The plan will be valid up to April 3, 2025. As of April 3, 2024, the company had 1,245,599 shares in treasury within scope available for dividend and 3,322 shares in treasury through other repurchase.
Upcoming Dividend • Dec 22Upcoming Dividend of ₩120 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.6% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (2.6%).
Reported Earnings • Mar 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩508 (down from ₩705 in FY 2024). Revenue: ₩210.4b (down 16% from FY 2024). Net income: ₩8.81b (down 28% from FY 2024). Profit margin: 4.2% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13Modetour Network Inc., Annual General Meeting, Mar 27, 2026Modetour Network Inc., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 16, eulji-ro, jung-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩11,100, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total loss to shareholders of 40% over the past three years.
New Risk • Feb 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change).
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩12,840, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total loss to shareholders of 33% over the past three years.
Major Estimate Revision • Sep 12Consensus EPS estimates increase by 60%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩244.6m to ₩255.6m. EPS estimate increased from ₩829 to ₩1,325 per share. Net income forecast to grow 74% next year vs 31% growth forecast for Hospitality industry in South Korea. Consensus price target up from ₩12,500 to ₩14,500. Share price rose 8.6% to ₩12,920 over the past week.
分析記事 • Jul 28Investors Interested In Modetour Network Inc.'s (KOSDAQ:080160) EarningsWith a price-to-earnings (or "P/E") ratio of 19.3x Modetour Network Inc. ( KOSDAQ:080160 ) may be sending bearish...
分析記事 • Jun 02Modetour Network (KOSDAQ:080160) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,160, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total loss to shareholders of 51% over the past three years.
Reported Earnings • Mar 15Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩685 (up from ₩263 in FY 2023). Revenue: ₩251.6b (up 41% from FY 2023). Net income: ₩12.0b (up 162% from FY 2023). Profit margin: 4.8% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 103%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 06Modetour Network Inc., Annual General Meeting, Mar 21, 2025Modetour Network Inc., Annual General Meeting, Mar 21, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 16, eulji-ro, jung-gu, seoul South Korea
Major Estimate Revision • Jan 15Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩236.4m to ₩254.6m. EPS estimate fell from ₩343 to ₩307 per share. Net income forecast to grow 787% next year vs 70% growth forecast for Hospitality industry in South Korea. Consensus price target of ₩14,000 unchanged from last update. Share price was steady at ₩9,930 over the past week.
Price Target Changed • Dec 24Price target decreased by 17% to ₩14,000Down from ₩16,833, the current price target is an average from 2 analysts. New target price is 40% above last closing price of ₩9,990. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩343 for next year compared to ₩263 last year.
New Risk • Dec 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 2.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (220% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
分析記事 • Nov 04The Returns At Modetour Network (KOSDAQ:080160) Aren't GrowingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Major Estimate Revision • Oct 09Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩259.9m to ₩236.4m. EPS estimate also fell from ₩491 per share to ₩343 per share. Net income forecast to grow 565% next year vs 54% growth forecast for Hospitality industry in South Korea. Consensus price target down from ₩16,833 to ₩16,000. Share price was steady at ₩10,350 over the past week.
Price Target Changed • Jul 29Price target decreased by 10% to ₩17,667Down from ₩19,667, the current price target is an average from 3 analysts. New target price is 38% above last closing price of ₩12,780. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₩985 for next year compared to ₩263 last year.
Major Estimate Revision • May 21Consensus revenue estimates increase by 14%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩261.1m to ₩297.0m. EPS estimate increased from ₩887 to ₩969 per share. Net income forecast to grow 301% next year vs 24% growth forecast for Hospitality industry in South Korea. Consensus price target of ₩18,500 unchanged from last update. Share price fell 3.1% to ₩15,760 over the past week.
お知らせ • Apr 05Modetour Network Inc. (KOSDAQ:A080160) announces an Equity Buyback for KRW 5,000 million worth of its shares.MODETOUR NETWORK Inc. (KOSDAQ:A080160) announces a share repurchase program. Under the program, the company will repurchase up to KRW 5,000 million worth of its shares pursuant to a contract with Mirae Asset Daewoo Securities Co. Ltd. The purpose of the program is to improve shareholder value and to stabilize the stock price. The plan will be valid up to April 3, 2025. As of April 3, 2024, the company had 1,245,599 shares in treasury within scope available for dividend and 3,322 shares in treasury through other repurchase.
分析記事 • Mar 21We Think Modetour Network's (KOSDAQ:080160) Robust Earnings Are ConservativeModetour Network Inc. ( KOSDAQ:080160 ) just reported healthy earnings but the stock price didn't move much. We think...
Reported Earnings • Mar 19Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₩263 (up from ₩1,391 loss in FY 2022). Revenue: ₩178.6b (up ₩149.1b from FY 2022). Net income: ₩4.57b (up ₩28.7b from FY 2022). Profit margin: 2.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Dec 30Price target decreased by 19% to ₩16,000Down from ₩19,667, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩15,240. Stock is down 11% over the past year. The company posted a net loss per share of ₩1,270 last year.
Price Target Changed • Aug 22Price target decreased by 8.5% to ₩19,667Down from ₩21,500, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ₩16,590. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of ₩449 next year compared to a net loss per share of ₩1,270 last year.
Major Estimate Revision • Jan 20Consensus revenue estimates increase by 13%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ₩39.2m to ₩44.1m. Forecast losses expected to reduce from -₩1,034 to -₩1,012 per share. Hospitality industry in South Korea expected to see average net income growth of 227% next year. Consensus price target up from ₩21,500 to ₩27,500. Share price rose 14% to ₩21,350 over the past week.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩20,900, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 29% over the past three years.
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. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Oct 18Price target decreased to ₩25,750Down from ₩28,286, the current price target is an average from 5 analysts. New target price is 57% above last closing price of ₩16,450. Stock is down 36% over the past year. The company is forecast to post a net loss per share of ₩1,251 compared to earnings per share of ₩1,076 last year.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩18,150, the stock trades at a trailing P/E ratio of 19.1x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩25,426 per share.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩15,950, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 8x in the Hospitality industry in South Korea. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩23,192 per share.
Price Target Changed • Apr 27Price target increased to ₩31,000Up from ₩28,286, the current price target is an average from 3 analysts. New target price is 38% above last closing price of ₩22,500. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of ₩8.33 for next year compared to ₩1,076 last year.
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. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Mar 16Price target increased to ₩30,667Up from ₩28,286, the current price target is an average from 3 analysts. New target price is 31% above last closing price of ₩23,400. Stock is down 2.3% over the past year. The company is forecast to post a net loss per share of ₩1,000 next year compared to a net loss per share of ₩3,703 last year.
Major Estimate Revision • Jul 24Consensus revenue estimates fall to ₩44.0mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ₩51.3m to ₩44.0m. Forecast losses increased from -₩768 to -₩905 per share. Hospitality industry in South Korea expected to see average net income growth of 80% next year. Consensus price target of ₩31,571 unchanged from last update. Share price was steady at ₩24,600 over the past week.
Major Estimate Revision • Jun 19Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ₩50.3m to ₩55.4m. EPS estimate reaffirmed at -₩630 per share. Hospitality industry in South Korea expected to see average net income growth of 89% next year. Consensus price target up from ₩28,286 to ₩31,571. Share price was steady at ₩28,900 over the past week.
Major Estimate Revision • Jun 05Consensus EPS estimates fall to -₩630The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₩51.3m to ₩50.3m. Losses expected to increase from -₩483 to -₩630. Hospitality industry in South Korea expected to see average net income growth of 93% next year. Consensus price target up from ₩25,374 to ₩27,429. Share price rose 9.4% to ₩29,550 over the past week.
分析記事 • Apr 12Is Modetour Network Inc.'s (KOSDAQ:080160) 0.6% Dividend Sustainable?Could Modetour Network Inc. ( KOSDAQ:080160 ) be an attractive dividend share to own for the long haul? Investors are...
分析記事 • Mar 15At ₩24,600, Is It Time To Put Modetour Network Inc. (KOSDAQ:080160) On Your Watch List?Modetour Network Inc. ( KOSDAQ:080160 ), might not be a large cap stock, but it saw a significant share price rise of...
分析記事 • Feb 25Is There An Opportunity With Modetour Network Inc.'s (KOSDAQ:080160) 21% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Modetour Network Inc...
Major Estimate Revision • Feb 24Analysts update estimatesThe 2021 consensus revenue estimate was lowered from ₩124.2m to ₩96.8m. Earning per share (EPS) estimate was unchanged from the last update at -₩408. The Hospitality industry in South Korea is expected to see an average net income growth of 46% next year. The consensus price target of ₩26,167 was unchanged from the last update. Share price is up 2.8% to ₩23,800 over the past week.
分析記事 • Feb 07Modetour Network (KOSDAQ:080160) Is Carrying A Fair Bit Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Jan 23Price target raised to ₩18,167Up from ₩16,167, the current price target is an average from 7 analysts. The new target price is 24% below the current share price of ₩23,950. As of last close, the stock is up 48% over the past year.
Is New 90 Day High Low • Jan 12New 90-day high: ₩22,750The company is up 73% from its price of ₩13,150 on 14 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩46,167 per share.
分析記事 • Jan 10Should Modetour Network Inc. (KOSDAQ:080160) Be Part Of Your Income Portfolio?Is Modetour Network Inc. ( KOSDAQ:080160 ) a good dividend stock? How can we tell? Dividend paying companies with...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩120 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.6% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (2.6%).
分析記事 • Dec 14What Percentage Of Modetour Network Inc. (KOSDAQ:080160) Shares Do Insiders Own?A look at the shareholders of Modetour Network Inc. ( KOSDAQ:080160 ) can tell us which group is most powerful. Large...
分析記事 • Nov 26Calculating The Intrinsic Value Of MODETOUR NETWORK Inc. (KOSDAQ:080160)How far off is MODETOUR NETWORK Inc. (KOSDAQ:080160) from its intrinsic value? Using the most recent financial data...
Is New 90 Day High Low • Nov 04New 90-day high: ₩14,450The company is up 29% from its price of ₩11,200 on 06 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩16,641 per share.
Is New 90 Day High Low • Oct 12New 90-day high: ₩13,900The company is up 38% from its price of ₩10,100 on 14 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,182 per share.