View ValuationKangwon Land 将来の成長Future 基準チェック /16Kangwon Land利益と収益がそれぞれ年間6.6%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.8% 7.2%なると予測されています。主要情報6.6%収益成長率7.22%EPS成長率Hospitality 収益成長13.4%収益成長率4.0%将来の株主資本利益率7.78%アナリストカバレッジGood最終更新日16 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Oct 21Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,870 to ₩1,599 per share. Revenue forecast steady at ₩1.49b. Net income forecast to shrink 0.6% next year vs 33% growth forecast for Hospitality industry in South Korea . Consensus price target of ₩21,400 unchanged from last update. Share price was steady at ₩17,280 over the past week.Major Estimate Revision • Oct 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.41b to ₩1.42b. EPS estimate increased from ₩1,761 to ₩1,945 per share. Net income forecast to shrink 9.4% next year vs 54% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩19,313 to ₩20,496. Share price rose 9.1% to ₩17,700 over the past week.Price Target Changed • Sep 11Price target increased by 7.7% to ₩19,304Up from ₩17,923, the current price target is an average from 12 analysts. New target price is 9.4% above last closing price of ₩17,650. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₩1,773 for next year compared to ₩1,681 last year.Major Estimate Revision • Jul 22Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,322 to ₩1,458. Revenue forecast steady at ₩1.41b. Net income forecast to shrink 7.8% next year vs 15% growth forecast for Hospitality industry in South Korea . Consensus price target down from ₩19,025 to ₩18,217. Share price was steady at ₩14,360 over the past week.Price Target Changed • Nov 11Price target decreased by 7.5% to ₩19,870Down from ₩21,470, the current price target is an average from 10 analysts. New target price is 31% above last closing price of ₩15,210. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₩1,528 for next year compared to ₩570 last year.Price Target Changed • Sep 20Price target decreased by 8.0% to ₩21,470Down from ₩23,336, the current price target is an average from 10 analysts. New target price is 36% above last closing price of ₩15,830. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩1,447 for next year compared to ₩570 last year.すべての更新を表示Recent updatesお知らせ • Apr 17Kangwon Land, Inc. to Report Q1, 2026 Results on Apr 30, 2026Kangwon Land, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026Upcoming Dividend • Mar 24Upcoming dividend of ₩950 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 6.5%. Within top quartile of South Korean dividend payers (3.7%). Higher than average of industry peers (2.1%).New Risk • Mar 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 32% 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 cash flows (136% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (22% net profit margin).お知らせ • Mar 04Kangwon Land, Inc., Annual General Meeting, Mar 31, 2026Kangwon Land, Inc., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: grand ballroom, 265, high1-gil, sabuk-eup, jeongseon-gun, gangwon-do, South KoreaDeclared Dividend • Mar 01Dividend reduced to ₩950Dividend of ₩950 is 19% lower than last year. Ex-date: 31st March 2026 Payment date: 24th April 2026 Dividend yield will be 5.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 3.9% over the next 2 years. However, it would need to fall by 28% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 28Kangwon Land, Inc. announces Annual dividend, payable on April 24, 2026Kangwon Land, Inc. announced Annual dividend of KRW 950.0000 per share payable on April 24, 2026, ex-date on March 31, 2026 and record date on April 01, 2026.Buy Or Sell Opportunity • Feb 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.4% to ₩18,560. The fair value is estimated to be ₩15,466, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to decline by 6.2% in the next 2 years.New Risk • Feb 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Large one-off items impacting financial results.分析記事 • Jan 27Benign Growth For Kangwon Land, Inc. (KRX:035250) Underpins Its Share PriceWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider...お知らせ • Jan 21Kangwon Land, Inc. to Report Q4, 2025 Results on Jan 28, 2026Kangwon Land, Inc. announced that they will report Q4, 2025 results on Jan 28, 2026分析記事 • Dec 18Kangwon Land (KRX:035250) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Dec 02Does Kangwon Land (KRX:035250) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • Nov 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% 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 Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Large one-off items impacting financial results.分析記事 • Oct 28Kangwon Land, Inc.'s (KRX:035250) Prospects Need A Boost To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider...Major Estimate Revision • Oct 21Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,870 to ₩1,599 per share. Revenue forecast steady at ₩1.49b. Net income forecast to shrink 0.6% next year vs 33% growth forecast for Hospitality industry in South Korea . Consensus price target of ₩21,400 unchanged from last update. Share price was steady at ₩17,280 over the past week.お知らせ • Oct 21Kangwon Land, Inc. to Report Q3, 2025 Final Results on Nov 04, 2025Kangwon Land, Inc. announced that they will report Q3, 2025 final results at 3:00 PM, Korea Standard Time on Nov 04, 2025分析記事 • Sep 17A Look At The Intrinsic Value Of Kangwon Land, Inc. (KRX:035250)Key Insights Kangwon Land's estimated fair value is ₩20,630 based on 2 Stage Free Cash Flow to Equity Kangwon Land's...分析記事 • Aug 24Weak Statutory Earnings May Not Tell The Whole Story For Kangwon Land (KRX:035250)Investors were disappointed by Kangwon Land, Inc.'s ( KRX:035250 ) latest earnings release. We did some analysis, and...分析記事 • Aug 06Kangwon Land (KRX:035250) Has A Rock Solid Balance SheetKOSE:A035250 1 Year Share Price vs Fair Value Explore Kangwon Land's Fair Values from the Community and select yours...お知らせ • Jul 21Kangwon Land, Inc. to Report Q2, 2025 Results on Jul 29, 2025Kangwon Land, Inc. announced that they will report Q2, 2025 results on Jul 29, 2025分析記事 • May 26Estimating The Intrinsic Value Of Kangwon Land, Inc. (KRX:035250)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kangwon Land fair value estimate is ₩15,607 Current share...分析記事 • May 08Kangwon Land, Inc.'s (KRX:035250) Prospects Need A Boost To Lift SharesKangwon Land, Inc.'s ( KRX:035250 ) price-to-earnings (or "P/E") ratio of 7.3x might make it look like a buy right now...お知らせ • Apr 22Kangwon Land, Inc. to Report Q1, 2025 Results on Apr 29, 2025Kangwon Land, Inc. announced that they will report Q1, 2025 results on Apr 29, 2025Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 6.9% to ₩15,660. The fair value is estimated to be ₩13,033, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are forecast to decline by 13% per annum over the same time period.Upcoming Dividend • Mar 27Upcoming dividend of ₩1,170 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 24 April 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩2,257 (up from ₩1,681 in FY 2023). Revenue: ₩1.43t (up 2.8% from FY 2023). Net income: ₩456.9b (up 34% from FY 2023). Profit margin: 32% (up from 25% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 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 increased by 70% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Mar 08Kangwon Land, Inc., Annual General Meeting, Mar 26, 2025Kangwon Land, Inc., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 265, high1-gil, sabuk-eup, jeongseon-gun, gangwon-do, South KoreaBuy Or Sell Opportunity • Feb 11Now 21% overvaluedOver the last 90 days, the stock has fallen 4.1% to ₩16,030. The fair value is estimated to be ₩13,295, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 15% per annum over the same time period.Reported Earnings • Jan 28Full year 2024 earnings released: EPS: ₩2,246 (vs ₩1,681 in FY 2023)Full year 2024 results: EPS: ₩2,246 (up from ₩1,681 in FY 2023). Revenue: ₩1.43t (up 2.8% from FY 2023). Net income: ₩455.4b (up 34% from FY 2023). Profit margin: 32% (up from 25% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.分析記事 • Jan 03Kangwon Land, Inc. (KRX:035250) Shares Could Be 26% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Kangwon Land is ₩21,964 based on 2 Stage Free Cash Flow to Equity Current...Buy Or Sell Opportunity • Nov 25Now 20% undervaluedOver the last 90 days, the stock has risen 12% to ₩17,290. The fair value is estimated to be ₩21,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.分析記事 • Nov 25Kangwon Land's (KRX:035250) Solid Earnings May Rest On Weak FoundationsKangwon Land, Inc.'s ( KRX:035250 ) healthy profit numbers didn't contain any surprises for investors. However the...分析記事 • Nov 14Some Investors May Be Worried About Kangwon Land's (KRX:035250) Returns On CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...Major Estimate Revision • Oct 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.41b to ₩1.42b. EPS estimate increased from ₩1,761 to ₩1,945 per share. Net income forecast to shrink 9.4% next year vs 54% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩19,313 to ₩20,496. Share price rose 9.1% to ₩17,700 over the past week.お知らせ • Oct 29Kangwon Land, Inc. to Report Q3, 2024 Results on Nov 14, 2024Kangwon Land, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024分析記事 • Oct 07Kangwon Land (KRX:035250) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 24Is Now The Time To Look At Buying Kangwon Land, Inc. (KRX:035250)?Kangwon Land, Inc. ( KRX:035250 ), is not the largest company out there, but it led the KOSE gainers with a relatively...Price Target Changed • Sep 11Price target increased by 7.7% to ₩19,304Up from ₩17,923, the current price target is an average from 12 analysts. New target price is 9.4% above last closing price of ₩17,650. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₩1,773 for next year compared to ₩1,681 last year.Buy Or Sell Opportunity • Aug 22Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ₩14,970. The fair value is estimated to be ₩18,734, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to decline by 26% in the next 2 years.分析記事 • Aug 20Investors Aren't Buying Kangwon Land, Inc.'s (KRX:035250) EarningsWith a price-to-earnings (or "P/E") ratio of 7.7x Kangwon Land, Inc. ( KRX:035250 ) may be sending bullish signals at...分析記事 • Jul 27Kangwon Land's (KRX:035250) Returns On Capital Not Reflecting Well On The BusinessIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Major Estimate Revision • Jul 22Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,322 to ₩1,458. Revenue forecast steady at ₩1.41b. Net income forecast to shrink 7.8% next year vs 15% growth forecast for Hospitality industry in South Korea . Consensus price target down from ₩19,025 to ₩18,217. Share price was steady at ₩14,360 over the past week.お知らせ • Jul 17Kangwon Land, Inc. to Report Q2, 2024 Results on Jul 19, 2024Kangwon Land, Inc. announced that they will report Q2, 2024 results on Jul 19, 2024分析記事 • May 29Calculating The Intrinsic Value Of Kangwon Land, Inc. (KRX:035250)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kangwon Land fair value estimate is ₩16,808 Current share...Reported Earnings • May 11First quarter 2024 earnings released: EPS: ₩458 (vs ₩501 in 1Q 2023)First quarter 2024 results: EPS: ₩458 (down from ₩501 in 1Q 2023). Revenue: ₩368.4b (up 2.9% from 1Q 2023). Net income: ₩92.9b (down 8.5% from 1Q 2023). Profit margin: 25% (down from 28% in 1Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Apr 28Kangwon Land, Inc. to Report Q1, 2024 Results on May 08, 2024Kangwon Land, Inc. announced that they will report Q1, 2024 results on May 08, 2024分析記事 • Apr 12Kangwon Land, Inc. (KRX:035250) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 8.9x Kangwon Land, Inc. ( KRX:035250 ) may be sending bullish signals at...分析記事 • Mar 27Kangwon Land's (KRX:035250) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Kangwon Land, Inc.'s ( KRX:035250 ) stock hasn't moved much. Our...Reported Earnings • Mar 26Full year 2023 earnings released: EPS: ₩1,681 (vs ₩570 in FY 2022)Full year 2023 results: EPS: ₩1,681 (up from ₩570 in FY 2022). Revenue: ₩1.39t (up 9.3% from FY 2022). Net income: ₩340.9b (up 195% from FY 2022). Profit margin: 25% (up from 9.1% in FY 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.分析記事 • Mar 13Kangwon Land (KRX:035250) Could Be Struggling To Allocate CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...お知らせ • Mar 12Kangwon Land, Inc., Annual General Meeting, Mar 28, 2024Kangwon Land, Inc., Annual General Meeting, Mar 28, 2024, at 10:00 Korea Standard Time. Location: Grand Ballroom(4F), Convention Tower, High1 Grand Hotel, 265, High1-gil, Sabuk-eup Jeongseon-gun, Gangwon-do Gangwan-do South Korea Agenda: To consider approval of financial statements(including the statement of appropriation of retained earnings) for the 25th period(2023. 1. 1. ~ 2023. 12. 31.) and consolidated financial statements; to consider Approval of remuneration limits for directors; to consider Changes in some Articles; to consider Changes in business objectives to include new business; to consider Change in the dividend record date; to consider Changes arising from the introduction of an electronic voting system; to consider Changes in the method of appointing the chairperson of the general shareholders’ meeting.お知らせ • Feb 01Kangwon Land, Inc. to Report Fiscal Year 2023 Results on Feb 07, 2024Kangwon Land, Inc. announced that they will report fiscal year 2023 results on Feb 07, 2024Upcoming Dividend • Dec 20Upcoming dividend of ₩350 per share at 2.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (2.1%).New Risk • Nov 12New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 27% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Price Target Changed • Nov 11Price target decreased by 7.5% to ₩19,870Down from ₩21,470, the current price target is an average from 10 analysts. New target price is 31% above last closing price of ₩15,210. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₩1,528 for next year compared to ₩570 last year.お知らせ • Nov 02Kangwon Land, Inc. to Report Q3, 2023 Results on Nov 08, 2023Kangwon Land, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023Price Target Changed • Sep 20Price target decreased by 8.0% to ₩21,470Down from ₩23,336, the current price target is an average from 10 analysts. New target price is 36% above last closing price of ₩15,830. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩1,447 for next year compared to ₩570 last year.New Risk • Aug 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ₩441 (vs ₩185 in 2Q 2022)Second quarter 2023 results: EPS: ₩441 (up from ₩185 in 2Q 2022). Revenue: ₩331.1b (up 6.3% from 2Q 2022). Net income: ₩89.5b (up 138% from 2Q 2022). Profit margin: 27% (up from 12% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 08Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.51b to ₩1.46b. EPS estimate rose from ₩1,423 to ₩1,582. Net income forecast to grow 41% next year vs 33% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩24,155. Share price was steady at ₩16,070 over the past week.Price Target Changed • Jul 14Price target decreased by 8.1% to ₩25,300Down from ₩27,518, the current price target is an average from 11 analysts. New target price is 48% above last closing price of ₩17,120. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₩1,432 for next year compared to ₩570 last year.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩1.26b to ₩1.31b. EPS estimate fell from ₩895 to ₩758 per share. Net income forecast to grow 505% next year vs 26% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩33,277. Share price rose 2.5% to ₩24,150 over the past week.Major Estimate Revision • Nov 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩1.26b to ₩1.30b. EPS estimate fell from ₩895 to ₩763 per share. Net income forecast to grow 508% next year vs 16% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩33,277. Share price was steady at ₩23,700 over the past week.Major Estimate Revision • Aug 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,015 to ₩898 per share. Revenue forecast steady at ₩1.30b. Net income forecast to grow 843% next year vs 88% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩33,964. Share price was steady at ₩25,900 over the past week.Major Estimate Revision • Aug 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,016 to ₩866 per share. Revenue forecast steady at ₩1.28b. Net income forecast to grow 815% next year vs 88% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩34,236. Share price was steady at ₩25,900 over the past week.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ₩52.00 loss per share (up from ₩1,361 loss in FY 2020). Revenue: ₩788.4b (up 65% from FY 2020). Net loss: ₩10.6b (loss narrowed 96% from FY 2020). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 61%, compared to a 120% growth forecast for the restaurants industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 14Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ₩52.28 loss per share (up from ₩1,361 loss in FY 2020). Revenue: ₩788.4b (up 65% from FY 2020). Net loss: ₩10.6b (loss narrowed 96% from FY 2020). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 54%, compared to a 168% growth forecast for the restaurants industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Reported Earnings • May 25First quarter 2021 earnings released: ₩202 loss per share (vs ₩770 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: ₩97.4b (down 59% from 1Q 2020). Net loss: ₩40.9b (loss narrowed 74% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 26Full year 2020 earnings released: ₩1,361 loss per share (vs ₩1,651 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ₩478.6b (down 69% from FY 2019). Net loss: ₩275.9b (down 182% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.分析記事 • Mar 11Is Kangwon Land, Inc. (KRX:035250) Worth ₩26k Based On Its Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Kangwon Land, Inc. ( KRX:035250 ) by projecting...お知らせ • Mar 10Kangwon Land, Inc., Annual General Meeting, Mar 30, 2021Kangwon Land, Inc., Annual General Meeting, Mar 30, 2021, at 15:00 Korea Standard Time.Is New 90 Day High Low • Mar 04New 90-day high: ₩26,100The company is up 11% from its price of ₩23,550 on 04 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩19,022 per share.分析記事 • Feb 11Should You Buy Kangwon Land, Inc. (KRX:035250) For Its Dividend?Is Kangwon Land, Inc. ( KRX:035250 ) a good dividend stock? How can we tell? Dividend paying companies with growing...お知らせ • Feb 10Kangwon Land, Inc. to Report Q4, 2020 Results on Feb 15, 2021Kangwon Land, Inc. announced that they will report Q4, 2020 results on Feb 15, 2021Is New 90 Day High Low • Jan 08New 90-day high: ₩24,000The company is up 10.0% from its price of ₩21,800 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩53,449 per share.分析記事 • Jan 07What You Need To Know About Kangwon Land, Inc.'s (KRX:035250) Investor CompositionEvery investor in Kangwon Land, Inc. ( KRX:035250 ) should be aware of the most powerful shareholder groups. Large...Upcoming Dividend • Dec 22Upcoming Dividend of ₩900 Per ShareWill be paid on the 29th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.9% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (2.6%).Is New 90 Day High Low • Dec 11New 90-day high: ₩23,950The company is up 13% from its price of ₩21,150 on 11 September 2020. The South Korean market is also up 13% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩54,744 per share.分析記事 • Dec 03Kangwon Land's (KRX:035250) Stock Price Has Reduced 40% In The Past Five YearsWhile not a mind-blowing move, it is good to see that the Kangwon Land, Inc. ( KRX:035250 ) share price has gained 14...Is New 90 Day High Low • Nov 25New 90-day high: ₩23,900The company is up 14% from its price of ₩20,900 on 28 August 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 up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩46,681 per share.お知らせ • Nov 07Kangwon Land, Inc. to Report Q3, 2020 Results on Nov 10, 2020Kangwon Land, Inc. announced that they will report Q3, 2020 results on Nov 10, 2020お知らせ • Aug 09Kangwon Land, Inc. to Report Q2, 2020 Results on Aug 11, 2020Kangwon Land, Inc. announced that they will report Q2, 2020 results on Aug 11, 2020業績と収益の成長予測KOSE:A035250 - 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12/31/20281,653,864352,030290,614347,6881112/31/20271,539,777323,549258,243343,4601412/31/20261,496,316315,86179,000275,357143/31/20261,489,340283,23736,229170,774N/A12/31/20251,476,727318,192172,871294,468N/A9/30/20251,455,901362,696203,665364,818N/A6/30/20251,447,671340,505326,093446,929N/A3/31/20251,424,800438,681305,076425,387N/A12/31/20241,426,863456,895368,095487,049N/A9/30/20241,407,604418,436231,763333,219N/A6/30/20241,405,648401,686242,945360,341N/A3/31/20241,398,822332,197277,666365,052N/A12/31/20231,388,572340,899266,888337,849N/A9/30/20231,397,952276,380362,923410,889N/A6/30/20231,421,564276,947350,364382,924N/A3/31/20231,401,959222,998431,575461,726N/A12/31/20221,270,686115,617390,088420,172N/A9/30/20221,178,08195,395337,860383,450N/A6/30/20221,025,75541,114227,456268,170N/A3/31/2022917,84924,475237,283267,952N/A12/31/2021788,433-10,567167,919210,874N/A9/30/2021677,618-32,893-47,927-22,554N/A6/30/2021508,989-94,164-314,394-263,370N/A3/31/2021340,007-160,632-704,460-642,152N/A12/31/2020478,579-275,860-715,395-655,676N/A9/30/2020720,094-189,907-413,466-327,093N/A6/30/20201,049,009-20,405-248,025-170,951N/A3/31/20201,378,63976,097124,968209,542N/A12/31/20191,520,080334,658N/A407,869N/A9/30/20191,499,111301,087N/A293,175N/A6/30/20191,462,657265,709N/A460,341N/A3/31/20191,437,096309,323N/A365,685N/A12/31/20181,438,059297,326N/A363,919N/A9/30/20181,471,169356,666N/A384,105N/A6/30/20181,482,875382,407N/A460,946N/A3/31/20181,517,065398,278N/A483,537N/A12/31/20171,547,772437,615N/A463,050N/A9/30/20171,572,821422,976N/A588,221N/A6/30/20171,630,151428,306N/A413,879N/A3/31/20171,669,076441,565N/A480,598N/A12/31/20161,696,533454,590N/A596,487N/A9/30/20161,692,393483,808N/A574,716N/A6/30/20161,667,778478,439N/A606,389N/A3/31/20161,644,856452,102N/A650,065N/A12/31/20151,633,717441,645N/A574,982N/A9/30/20151,601,447396,038N/A578,481N/A6/30/20151,581,927382,536N/A568,506N/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: A035250の予測収益成長率 (年間6.6% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A035250の収益 ( 6.6% ) KR市場 ( 34.9% ) よりも低い成長が予測されています。高成長収益: A035250の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A035250の収益 ( 4% ) KR市場 ( 17.8% ) よりも低い成長が予測されています。高い収益成長: A035250の収益 ( 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: A035250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 ( 7.8 %)。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2026/06/27 04:20終値2026/06/26 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Kangwon Land, Inc. 14 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。31 アナリスト機関Seyon ParkBarclaysJi Woo OhCGS InternationalTak-Hei ChauCitigroup Inc28 その他のアナリストを表示
Major Estimate Revision • Oct 21Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,870 to ₩1,599 per share. Revenue forecast steady at ₩1.49b. Net income forecast to shrink 0.6% next year vs 33% growth forecast for Hospitality industry in South Korea . Consensus price target of ₩21,400 unchanged from last update. Share price was steady at ₩17,280 over the past week.
Major Estimate Revision • Oct 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.41b to ₩1.42b. EPS estimate increased from ₩1,761 to ₩1,945 per share. Net income forecast to shrink 9.4% next year vs 54% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩19,313 to ₩20,496. Share price rose 9.1% to ₩17,700 over the past week.
Price Target Changed • Sep 11Price target increased by 7.7% to ₩19,304Up from ₩17,923, the current price target is an average from 12 analysts. New target price is 9.4% above last closing price of ₩17,650. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₩1,773 for next year compared to ₩1,681 last year.
Major Estimate Revision • Jul 22Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,322 to ₩1,458. Revenue forecast steady at ₩1.41b. Net income forecast to shrink 7.8% next year vs 15% growth forecast for Hospitality industry in South Korea . Consensus price target down from ₩19,025 to ₩18,217. Share price was steady at ₩14,360 over the past week.
Price Target Changed • Nov 11Price target decreased by 7.5% to ₩19,870Down from ₩21,470, the current price target is an average from 10 analysts. New target price is 31% above last closing price of ₩15,210. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₩1,528 for next year compared to ₩570 last year.
Price Target Changed • Sep 20Price target decreased by 8.0% to ₩21,470Down from ₩23,336, the current price target is an average from 10 analysts. New target price is 36% above last closing price of ₩15,830. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩1,447 for next year compared to ₩570 last year.
お知らせ • Apr 17Kangwon Land, Inc. to Report Q1, 2026 Results on Apr 30, 2026Kangwon Land, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026
Upcoming Dividend • Mar 24Upcoming dividend of ₩950 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 6.5%. Within top quartile of South Korean dividend payers (3.7%). Higher than average of industry peers (2.1%).
New Risk • Mar 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 32% 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 cash flows (136% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (22% net profit margin).
お知らせ • Mar 04Kangwon Land, Inc., Annual General Meeting, Mar 31, 2026Kangwon Land, Inc., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: grand ballroom, 265, high1-gil, sabuk-eup, jeongseon-gun, gangwon-do, South Korea
Declared Dividend • Mar 01Dividend reduced to ₩950Dividend of ₩950 is 19% lower than last year. Ex-date: 31st March 2026 Payment date: 24th April 2026 Dividend yield will be 5.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 3.9% over the next 2 years. However, it would need to fall by 28% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 28Kangwon Land, Inc. announces Annual dividend, payable on April 24, 2026Kangwon Land, Inc. announced Annual dividend of KRW 950.0000 per share payable on April 24, 2026, ex-date on March 31, 2026 and record date on April 01, 2026.
Buy Or Sell Opportunity • Feb 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.4% to ₩18,560. The fair value is estimated to be ₩15,466, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to decline by 6.2% in the next 2 years.
New Risk • Feb 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Large one-off items impacting financial results.
分析記事 • Jan 27Benign Growth For Kangwon Land, Inc. (KRX:035250) Underpins Its Share PriceWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
お知らせ • Jan 21Kangwon Land, Inc. to Report Q4, 2025 Results on Jan 28, 2026Kangwon Land, Inc. announced that they will report Q4, 2025 results on Jan 28, 2026
分析記事 • Dec 18Kangwon Land (KRX:035250) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 02Does Kangwon Land (KRX:035250) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • Nov 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% 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 Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Large one-off items impacting financial results.
分析記事 • Oct 28Kangwon Land, Inc.'s (KRX:035250) Prospects Need A Boost To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
Major Estimate Revision • Oct 21Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,870 to ₩1,599 per share. Revenue forecast steady at ₩1.49b. Net income forecast to shrink 0.6% next year vs 33% growth forecast for Hospitality industry in South Korea . Consensus price target of ₩21,400 unchanged from last update. Share price was steady at ₩17,280 over the past week.
お知らせ • Oct 21Kangwon Land, Inc. to Report Q3, 2025 Final Results on Nov 04, 2025Kangwon Land, Inc. announced that they will report Q3, 2025 final results at 3:00 PM, Korea Standard Time on Nov 04, 2025
分析記事 • Sep 17A Look At The Intrinsic Value Of Kangwon Land, Inc. (KRX:035250)Key Insights Kangwon Land's estimated fair value is ₩20,630 based on 2 Stage Free Cash Flow to Equity Kangwon Land's...
分析記事 • Aug 24Weak Statutory Earnings May Not Tell The Whole Story For Kangwon Land (KRX:035250)Investors were disappointed by Kangwon Land, Inc.'s ( KRX:035250 ) latest earnings release. We did some analysis, and...
分析記事 • Aug 06Kangwon Land (KRX:035250) Has A Rock Solid Balance SheetKOSE:A035250 1 Year Share Price vs Fair Value Explore Kangwon Land's Fair Values from the Community and select yours...
お知らせ • Jul 21Kangwon Land, Inc. to Report Q2, 2025 Results on Jul 29, 2025Kangwon Land, Inc. announced that they will report Q2, 2025 results on Jul 29, 2025
分析記事 • May 26Estimating The Intrinsic Value Of Kangwon Land, Inc. (KRX:035250)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kangwon Land fair value estimate is ₩15,607 Current share...
分析記事 • May 08Kangwon Land, Inc.'s (KRX:035250) Prospects Need A Boost To Lift SharesKangwon Land, Inc.'s ( KRX:035250 ) price-to-earnings (or "P/E") ratio of 7.3x might make it look like a buy right now...
お知らせ • Apr 22Kangwon Land, Inc. to Report Q1, 2025 Results on Apr 29, 2025Kangwon Land, Inc. announced that they will report Q1, 2025 results on Apr 29, 2025
Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 6.9% to ₩15,660. The fair value is estimated to be ₩13,033, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are forecast to decline by 13% per annum over the same time period.
Upcoming Dividend • Mar 27Upcoming dividend of ₩1,170 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 24 April 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩2,257 (up from ₩1,681 in FY 2023). Revenue: ₩1.43t (up 2.8% from FY 2023). Net income: ₩456.9b (up 34% from FY 2023). Profit margin: 32% (up from 25% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 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 increased by 70% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Mar 08Kangwon Land, Inc., Annual General Meeting, Mar 26, 2025Kangwon Land, Inc., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 265, high1-gil, sabuk-eup, jeongseon-gun, gangwon-do, South Korea
Buy Or Sell Opportunity • Feb 11Now 21% overvaluedOver the last 90 days, the stock has fallen 4.1% to ₩16,030. The fair value is estimated to be ₩13,295, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 15% per annum over the same time period.
Reported Earnings • Jan 28Full year 2024 earnings released: EPS: ₩2,246 (vs ₩1,681 in FY 2023)Full year 2024 results: EPS: ₩2,246 (up from ₩1,681 in FY 2023). Revenue: ₩1.43t (up 2.8% from FY 2023). Net income: ₩455.4b (up 34% from FY 2023). Profit margin: 32% (up from 25% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
分析記事 • Jan 03Kangwon Land, Inc. (KRX:035250) Shares Could Be 26% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Kangwon Land is ₩21,964 based on 2 Stage Free Cash Flow to Equity Current...
Buy Or Sell Opportunity • Nov 25Now 20% undervaluedOver the last 90 days, the stock has risen 12% to ₩17,290. The fair value is estimated to be ₩21,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.
分析記事 • Nov 25Kangwon Land's (KRX:035250) Solid Earnings May Rest On Weak FoundationsKangwon Land, Inc.'s ( KRX:035250 ) healthy profit numbers didn't contain any surprises for investors. However the...
分析記事 • Nov 14Some Investors May Be Worried About Kangwon Land's (KRX:035250) Returns On CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...
Major Estimate Revision • Oct 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩1.41b to ₩1.42b. EPS estimate increased from ₩1,761 to ₩1,945 per share. Net income forecast to shrink 9.4% next year vs 54% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩19,313 to ₩20,496. Share price rose 9.1% to ₩17,700 over the past week.
お知らせ • Oct 29Kangwon Land, Inc. to Report Q3, 2024 Results on Nov 14, 2024Kangwon Land, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
分析記事 • Oct 07Kangwon Land (KRX:035250) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 24Is Now The Time To Look At Buying Kangwon Land, Inc. (KRX:035250)?Kangwon Land, Inc. ( KRX:035250 ), is not the largest company out there, but it led the KOSE gainers with a relatively...
Price Target Changed • Sep 11Price target increased by 7.7% to ₩19,304Up from ₩17,923, the current price target is an average from 12 analysts. New target price is 9.4% above last closing price of ₩17,650. Stock is up 10% over the past year. The company is forecast to post earnings per share of ₩1,773 for next year compared to ₩1,681 last year.
Buy Or Sell Opportunity • Aug 22Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ₩14,970. The fair value is estimated to be ₩18,734, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to decline by 26% in the next 2 years.
分析記事 • Aug 20Investors Aren't Buying Kangwon Land, Inc.'s (KRX:035250) EarningsWith a price-to-earnings (or "P/E") ratio of 7.7x Kangwon Land, Inc. ( KRX:035250 ) may be sending bullish signals at...
分析記事 • Jul 27Kangwon Land's (KRX:035250) Returns On Capital Not Reflecting Well On The BusinessIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Major Estimate Revision • Jul 22Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩1,322 to ₩1,458. Revenue forecast steady at ₩1.41b. Net income forecast to shrink 7.8% next year vs 15% growth forecast for Hospitality industry in South Korea . Consensus price target down from ₩19,025 to ₩18,217. Share price was steady at ₩14,360 over the past week.
お知らせ • Jul 17Kangwon Land, Inc. to Report Q2, 2024 Results on Jul 19, 2024Kangwon Land, Inc. announced that they will report Q2, 2024 results on Jul 19, 2024
分析記事 • May 29Calculating The Intrinsic Value Of Kangwon Land, Inc. (KRX:035250)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kangwon Land fair value estimate is ₩16,808 Current share...
Reported Earnings • May 11First quarter 2024 earnings released: EPS: ₩458 (vs ₩501 in 1Q 2023)First quarter 2024 results: EPS: ₩458 (down from ₩501 in 1Q 2023). Revenue: ₩368.4b (up 2.9% from 1Q 2023). Net income: ₩92.9b (down 8.5% from 1Q 2023). Profit margin: 25% (down from 28% in 1Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28Kangwon Land, Inc. to Report Q1, 2024 Results on May 08, 2024Kangwon Land, Inc. announced that they will report Q1, 2024 results on May 08, 2024
分析記事 • Apr 12Kangwon Land, Inc. (KRX:035250) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 8.9x Kangwon Land, Inc. ( KRX:035250 ) may be sending bullish signals at...
分析記事 • Mar 27Kangwon Land's (KRX:035250) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Kangwon Land, Inc.'s ( KRX:035250 ) stock hasn't moved much. Our...
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: ₩1,681 (vs ₩570 in FY 2022)Full year 2023 results: EPS: ₩1,681 (up from ₩570 in FY 2022). Revenue: ₩1.39t (up 9.3% from FY 2022). Net income: ₩340.9b (up 195% from FY 2022). Profit margin: 25% (up from 9.1% in FY 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
分析記事 • Mar 13Kangwon Land (KRX:035250) Could Be Struggling To Allocate CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
お知らせ • Mar 12Kangwon Land, Inc., Annual General Meeting, Mar 28, 2024Kangwon Land, Inc., Annual General Meeting, Mar 28, 2024, at 10:00 Korea Standard Time. Location: Grand Ballroom(4F), Convention Tower, High1 Grand Hotel, 265, High1-gil, Sabuk-eup Jeongseon-gun, Gangwon-do Gangwan-do South Korea Agenda: To consider approval of financial statements(including the statement of appropriation of retained earnings) for the 25th period(2023. 1. 1. ~ 2023. 12. 31.) and consolidated financial statements; to consider Approval of remuneration limits for directors; to consider Changes in some Articles; to consider Changes in business objectives to include new business; to consider Change in the dividend record date; to consider Changes arising from the introduction of an electronic voting system; to consider Changes in the method of appointing the chairperson of the general shareholders’ meeting.
お知らせ • Feb 01Kangwon Land, Inc. to Report Fiscal Year 2023 Results on Feb 07, 2024Kangwon Land, Inc. announced that they will report fiscal year 2023 results on Feb 07, 2024
Upcoming Dividend • Dec 20Upcoming dividend of ₩350 per share at 2.1% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (2.1%).
New Risk • Nov 12New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 27% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Price Target Changed • Nov 11Price target decreased by 7.5% to ₩19,870Down from ₩21,470, the current price target is an average from 10 analysts. New target price is 31% above last closing price of ₩15,210. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₩1,528 for next year compared to ₩570 last year.
お知らせ • Nov 02Kangwon Land, Inc. to Report Q3, 2023 Results on Nov 08, 2023Kangwon Land, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023
Price Target Changed • Sep 20Price target decreased by 8.0% to ₩21,470Down from ₩23,336, the current price target is an average from 10 analysts. New target price is 36% above last closing price of ₩15,830. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩1,447 for next year compared to ₩570 last year.
New Risk • Aug 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ₩441 (vs ₩185 in 2Q 2022)Second quarter 2023 results: EPS: ₩441 (up from ₩185 in 2Q 2022). Revenue: ₩331.1b (up 6.3% from 2Q 2022). Net income: ₩89.5b (up 138% from 2Q 2022). Profit margin: 27% (up from 12% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 08Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩1.51b to ₩1.46b. EPS estimate rose from ₩1,423 to ₩1,582. Net income forecast to grow 41% next year vs 33% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩24,155. Share price was steady at ₩16,070 over the past week.
Price Target Changed • Jul 14Price target decreased by 8.1% to ₩25,300Down from ₩27,518, the current price target is an average from 11 analysts. New target price is 48% above last closing price of ₩17,120. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₩1,432 for next year compared to ₩570 last year.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩1.26b to ₩1.31b. EPS estimate fell from ₩895 to ₩758 per share. Net income forecast to grow 505% next year vs 26% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩33,277. Share price rose 2.5% to ₩24,150 over the past week.
Major Estimate Revision • Nov 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩1.26b to ₩1.30b. EPS estimate fell from ₩895 to ₩763 per share. Net income forecast to grow 508% next year vs 16% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩33,277. Share price was steady at ₩23,700 over the past week.
Major Estimate Revision • Aug 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,015 to ₩898 per share. Revenue forecast steady at ₩1.30b. Net income forecast to grow 843% next year vs 88% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩33,964. Share price was steady at ₩25,900 over the past week.
Major Estimate Revision • Aug 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,016 to ₩866 per share. Revenue forecast steady at ₩1.28b. Net income forecast to grow 815% next year vs 88% growth forecast for Hospitality industry in South Korea. Consensus price target broadly unchanged at ₩34,236. Share price was steady at ₩25,900 over the past week.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ₩52.00 loss per share (up from ₩1,361 loss in FY 2020). Revenue: ₩788.4b (up 65% from FY 2020). Net loss: ₩10.6b (loss narrowed 96% from FY 2020). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 61%, compared to a 120% growth forecast for the restaurants industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 14Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ₩52.28 loss per share (up from ₩1,361 loss in FY 2020). Revenue: ₩788.4b (up 65% from FY 2020). Net loss: ₩10.6b (loss narrowed 96% from FY 2020). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 54%, compared to a 168% growth forecast for the restaurants industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 25First quarter 2021 earnings released: ₩202 loss per share (vs ₩770 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: ₩97.4b (down 59% from 1Q 2020). Net loss: ₩40.9b (loss narrowed 74% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 26Full year 2020 earnings released: ₩1,361 loss per share (vs ₩1,651 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ₩478.6b (down 69% from FY 2019). Net loss: ₩275.9b (down 182% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 11Is Kangwon Land, Inc. (KRX:035250) Worth ₩26k Based On Its Intrinsic Value?Today we will run through one way of estimating the intrinsic value of Kangwon Land, Inc. ( KRX:035250 ) by projecting...
お知らせ • Mar 10Kangwon Land, Inc., Annual General Meeting, Mar 30, 2021Kangwon Land, Inc., Annual General Meeting, Mar 30, 2021, at 15:00 Korea Standard Time.
Is New 90 Day High Low • Mar 04New 90-day high: ₩26,100The company is up 11% from its price of ₩23,550 on 04 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩19,022 per share.
分析記事 • Feb 11Should You Buy Kangwon Land, Inc. (KRX:035250) For Its Dividend?Is Kangwon Land, Inc. ( KRX:035250 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
お知らせ • Feb 10Kangwon Land, Inc. to Report Q4, 2020 Results on Feb 15, 2021Kangwon Land, Inc. announced that they will report Q4, 2020 results on Feb 15, 2021
Is New 90 Day High Low • Jan 08New 90-day high: ₩24,000The company is up 10.0% from its price of ₩21,800 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩53,449 per share.
分析記事 • Jan 07What You Need To Know About Kangwon Land, Inc.'s (KRX:035250) Investor CompositionEvery investor in Kangwon Land, Inc. ( KRX:035250 ) should be aware of the most powerful shareholder groups. Large...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩900 Per ShareWill be paid on the 29th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.9% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (2.6%).
Is New 90 Day High Low • Dec 11New 90-day high: ₩23,950The company is up 13% from its price of ₩21,150 on 11 September 2020. The South Korean market is also up 13% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩54,744 per share.
分析記事 • Dec 03Kangwon Land's (KRX:035250) Stock Price Has Reduced 40% In The Past Five YearsWhile not a mind-blowing move, it is good to see that the Kangwon Land, Inc. ( KRX:035250 ) share price has gained 14...
Is New 90 Day High Low • Nov 25New 90-day high: ₩23,900The company is up 14% from its price of ₩20,900 on 28 August 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 up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩46,681 per share.
お知らせ • Nov 07Kangwon Land, Inc. to Report Q3, 2020 Results on Nov 10, 2020Kangwon Land, Inc. announced that they will report Q3, 2020 results on Nov 10, 2020
お知らせ • Aug 09Kangwon Land, Inc. to Report Q2, 2020 Results on Aug 11, 2020Kangwon Land, Inc. announced that they will report Q2, 2020 results on Aug 11, 2020