View Financial HealthChunbo 配当と自社株買い配当金 基準チェック /06Chunbo現在配当金を支払っていません。主要情報0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り0%配当成長n/a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0%最近の配当と自社株買いの更新Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 0.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 10 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%).Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 5.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 7.5% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.4%).すべての更新を表示Recent updatesMajor Estimate Revision • Apr 18Consensus estimates of losses per share improve by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩186.7m to ₩189.0m. EPS estimate increased from -₩786 per share to -₩496 per share. Chemicals industry in South Korea expected to see average net income growth of 62% next year. Consensus price target of ₩74,667 unchanged from last update. Share price rose 22% to ₩66,000 over the past week.Reported Earnings • Mar 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₩5,752 loss per share (further deteriorated from ₩2,759 loss in FY 2024). Revenue: ₩133.8b (down 7.6% from FY 2024). Net loss: ₩57.8b (loss widened 111% from FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 07Chunbo Co., Ltd., Annual General Meeting, Mar 24, 2026Chunbo Co., Ltd., Annual General Meeting, Mar 24, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 312, jungwonsaneop-ro, judeok-eup, chungcheongbuk-do, chungju South KoreaNew Risk • Mar 04New 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 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Earnings are forecast to decline by an average of 52% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to ₩40,500, the stock trades at a trailing P/E ratio of 30.7x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩62,042 per share.Buy Or Sell Opportunity • Mar 03Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₩49,000. The fair value is estimated to be ₩66,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 104% in 2 years. Earnings are forecast to decline by 132% in the next 2 years.Buy Or Sell Opportunity • Feb 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to ₩51,100. The fair value is estimated to be ₩64,568, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 104% in 2 years. Earnings are forecast to decline by 132% in the next 2 years.分析記事 • Feb 08What Does Chunbo Co., Ltd.'s (KOSDAQ:278280) Share Price Indicate?Chunbo Co., Ltd. ( KOSDAQ:278280 ), is not the largest company out there, but it received a lot of attention from a...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩61,000, the stock trades at a trailing P/E ratio of 45.3x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 75% over the past three years.分析記事 • Jan 24Is Chunbo (KOSDAQ:278280) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Jan 16Price target increased by 13% to ₩68,833Up from ₩60,857, the current price target is an average from 6 analysts. New target price is 44% above last closing price of ₩47,700. Stock is up 23% over the past year. The company is forecast to post a net loss per share of ₩636 next year compared to a net loss per share of ₩2,759 last year.New Risk • Jan 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 102% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).分析記事 • Jan 09Chunbo Co., Ltd. (KOSDAQ:278280) Shares Slammed 28% But Getting In Cheap Might Be Difficult RegardlessChunbo Co., Ltd. ( KOSDAQ:278280 ) shares have retraced a considerable 28% in the last month, reversing a fair amount...Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩68,000, the stock trades at a trailing P/E ratio of 43.2x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 71% over the past three years.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩55,300, the stock trades at a trailing P/E ratio of 39.6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 76% over the past three years.Major Estimate Revision • Nov 18Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩153.1m to ₩135.9m. Forecast losses increased from -₩346 to -₩636 per share. Chemicals industry in South Korea expected to see average net income growth of 52% next year. Consensus price target up from ₩59,143 to ₩63,000. Share price fell 15% to ₩57,000 over the past week.分析記事 • Oct 17Chunbo Co., Ltd.'s (KOSDAQ:278280) 34% Jump Shows Its Popularity With InvestorsChunbo Co., Ltd. ( KOSDAQ:278280 ) shares have continued their recent momentum with a 34% gain in the last month alone...Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 40%After last week's 40% share price gain to ₩59,600, the stock trades at a trailing P/E ratio of 42.7x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 72% over the past three years.分析記事 • Oct 16Returns On Capital Signal Tricky Times Ahead For Chunbo (KOSDAQ:278280)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...New Risk • Oct 16New 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 7.7% 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: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Earnings are forecast to decline by an average of 116% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).分析記事 • Aug 27We Like Chunbo's (KOSDAQ:278280) Earnings For More Than Just Statutory ProfitChunbo Co., Ltd.'s ( KOSDAQ:278280 ) recent earnings report didn't offer any surprises, with the shares unchanged over...New Risk • Aug 22New 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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).Major Estimate Revision • Aug 20Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩173.8m to ₩153.1m. EPS estimate increased from -₩736 to -₩678 per share. Chemicals industry in South Korea expected to see average net income growth of 35% next year. Consensus price target broadly unchanged at ₩59,143. Share price fell 8.9% to ₩44,600 over the past week.分析記事 • Jul 21Does Chunbo (KOSDAQ:278280) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 24After Leaping 30% Chunbo Co., Ltd. (KOSDAQ:278280) Shares Are Not Flying Under The RadarChunbo Co., Ltd. ( KOSDAQ:278280 ) shareholders would be excited to see that the share price has had a great month...分析記事 • May 30Returns On Capital At Chunbo (KOSDAQ:278280) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 22% per year for the foreseeable future.Major Estimate Revision • May 16Consensus EPS estimates fall by 205%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -₩259 to -₩790 per share. Revenue forecast unchanged at ₩175.4m. Chemicals industry in South Korea expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at ₩55,125. Share price rose 2.9% to ₩34,950 over the past week.Major Estimate Revision • May 02Consensus EPS estimates fall by 545%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩174.3m to ₩176.8m. Forecast EPS reduced from -₩40.19 to -₩259 per share. Chemicals industry in South Korea expected to see average net income growth of 35% next year. Consensus price target down from ₩57,875 to ₩55,375. Share price fell 3.8% to ₩35,750 over the past week.Price Target Changed • May 01Price target decreased by 9.4% to ₩55,375Down from ₩61,125, the current price target is an average from 8 analysts. New target price is 53% above last closing price of ₩36,200. Stock is down 53% over the past year. The company is forecast to post a net loss per share of ₩259 next year compared to a net loss per share of ₩2,759 last year.Major Estimate Revision • Apr 09Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩207.8m to ₩174.3m. EPS estimate unchanged from -₩40.19 per share at last update. Chemicals industry in South Korea expected to see average net income growth of 31% next year. Consensus price target down from ₩65,375 to ₩63,857. Share price fell 7.3% to ₩30,300 over the past week.Major Estimate Revision • Apr 03Consensus EPS estimates fall by 64%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩207.8m to ₩189.6m. Losses expected to increase from ₩389 per share to ₩640. Chemicals industry in South Korea expected to see average net income growth of 31% next year. Consensus price target down from ₩65,375 to ₩61,125. Share price fell 11% to ₩31,500 over the past week.Major Estimate Revision • Mar 21Consensus EPS estimates upgraded to ₩389 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩229.2m to ₩207.8m. 2025 losses expected to reduce from -₩542 to -₩389 per share. Chemicals industry in South Korea expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at ₩66,444. Share price rose 3.1% to ₩37,800 over the past week.Reported Earnings • Mar 13Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: ₩2,759 loss per share (improved from ₩4,205 loss in FY 2023). Revenue: ₩144.9b (down 21% from FY 2023). Net loss: ₩27.4b (loss narrowed 34% from FY 2023). Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 46%. Revenue is forecast to grow 47% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals 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 50 percentage points per year, which is a significant difference in performance.お知らせ • Mar 06Chunbo Co., Ltd., Annual General Meeting, Mar 20, 2025Chunbo Co., Ltd., Annual General Meeting, Mar 20, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 312, jungwonsaneop-ro, judeok-eup, chungcheongbuk-do, chungju South Koreaお知らせ • Nov 30Chunbo Co., Ltd. announced that it has received KRW 200 billion in funding from a group of investorsOn November 29, 2024 Chunbo Co., Ltd. closed the transaction.Major Estimate Revision • Nov 16Consensus EPS estimates upgraded to ₩5,074 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩173.9m to ₩157.3m. 2024 losses expected to reduce from -₩5,968 to -₩5,074 per share. Chemicals industry in South Korea expected to see average net income growth of 35% next year. Consensus price target down from ₩78,222 to ₩69,667. Share price fell 26% to ₩36,900 over the past week.分析記事 • Nov 13Why We're Not Concerned Yet About Chunbo Co., Ltd.'s (KOSDAQ:278280) 26% Share Price PlungeChunbo Co., Ltd. ( KOSDAQ:278280 ) shareholders that were waiting for something to happen have been dealt a blow with a...Major Estimate Revision • Oct 15Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩177.7m to ₩173.9m. Losses expected to increase from ₩3,404 per share to ₩5,968. Chemicals industry in South Korea expected to see average net income growth of 55% next year. Consensus price target down from ₩80,778 to ₩78,222. Share price fell 9.3% to ₩58,500 over the past week.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩181.7m to ₩175.9m. Losses expected to increase from ₩3,151 per share to ₩3,556. Chemicals industry in South Korea expected to see average net income growth of 63% next year. Consensus price target down from ₩83,000 to ₩80,778. Share price was steady at ₩58,700 over the past week.Reported Earnings • Aug 16Second quarter 2024 earnings released: ₩2,196 loss per share (vs ₩3,107 loss in 2Q 2023)Second quarter 2024 results: ₩2,196 loss per share (improved from ₩3,107 loss in 2Q 2023). Revenue: ₩35.9b (down 24% from 2Q 2023). Net loss: ₩21.8b (loss narrowed 29% from 2Q 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals 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 58 percentage points per year, which is a significant difference in performance.分析記事 • Aug 15What You Can Learn From Chunbo Co., Ltd.'s (KOSDAQ:278280) P/SChunbo Co., Ltd.'s ( KOSDAQ:278280 ) price-to-sales (or "P/S") ratio of 3.6x may look like a poor investment...分析記事 • Jul 16Would Chunbo (KOSDAQ:278280) Be Better Off With Less Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Jun 21Price target decreased by 18% to ₩98,800Down from ₩119,917, the current price target is an average from 10 analysts. New target price is 36% above last closing price of ₩72,700. Stock is down 63% over the past year. The company is forecast to post a net loss per share of ₩3,408 next year compared to a net loss per share of ₩4,205 last year.Major Estimate Revision • May 30Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩228.0m to ₩204.0m. EPS estimate unchanged from -₩3,544 per share at last update. Chemicals industry in South Korea expected to see average net income growth of 78% next year. Consensus price target down from ₩129,083 to ₩119,917. Share price fell 5.5% to ₩71,700 over the past week.Price Target Changed • May 25Price target decreased by 7.9% to ₩123,250Down from ₩133,833, the current price target is an average from 12 analysts. New target price is 70% above last closing price of ₩72,700. Stock is down 61% over the past year. The company is forecast to post a net loss per share of ₩2,724 next year compared to a net loss per share of ₩4,205 last year.分析記事 • Apr 17Is Chunbo (KOSDAQ:278280) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 15Full year 2023 earnings released: ₩4,205 loss per share (vs ₩3,763 profit in FY 2022)Full year 2023 results: ₩4,205 loss per share (down from ₩3,763 profit in FY 2022). Revenue: ₩182.7b (down 44% from FY 2022). Net loss: ₩41.8b (down 212% from profit in FY 2022). Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.New Risk • Mar 15New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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 Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 6.0% per year over the past 5 years.Price Target Changed • Feb 22Price target decreased by 8.6% to ₩143,538Down from ₩157,077, the current price target is an average from 13 analysts. New target price is 47% above last closing price of ₩97,700. Stock is down 58% over the past year. The company is forecast to post a net loss per share of ₩2,706 compared to earnings per share of ₩3,763 last year.Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 0.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 10 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%).Price Target Changed • Nov 14Price target decreased by 8.4% to ₩199,083Down from ₩217,333, the current price target is an average from 12 analysts. New target price is 102% above last closing price of ₩98,500. Stock is down 62% over the past year. The company is forecast to post a net loss per share of ₩910 compared to earnings per share of ₩3,763 last year.New Risk • Nov 06New 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 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change).Price Target Changed • Oct 24Price target decreased by 13% to ₩224,833Down from ₩258,583, the current price target is an average from 12 analysts. New target price is 102% above last closing price of ₩111,400. Stock is down 48% over the past year. The company is forecast to post earnings per share of ₩829 for next year compared to ₩3,763 last year.Price Target Changed • Sep 02Price target decreased by 7.5% to ₩275,250Down from ₩297,545, the current price target is an average from 12 analysts. New target price is 85% above last closing price of ₩148,700. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,592 for next year compared to ₩3,763 last year.Major Estimate Revision • Aug 17Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩299.0m to ₩267.7m. EPS estimate fell from ₩2,562 to ₩1,832 per share. Net income forecast to grow 17% next year vs 17% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩297,545 to ₩285,727. Share price fell 15% to ₩147,900 over the past week.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩138,500, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 11% over the past three years.Major Estimate Revision • Jul 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩320.4m to ₩312.6m. EPS estimate also fell from ₩3,330 per share to ₩2,810 per share. Net income forecast to grow 51% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩297,545 unchanged from last update. Share price rose 6.1% to ₩198,000 over the past week.Major Estimate Revision • May 02Consensus revenue estimates decrease by 27%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩432.8m to ₩317.6m. EPS estimate unchanged from ₩3,578 per share at last update. Chemicals industry in South Korea expected to see average net income growth of 23% next year. Consensus price target down from ₩326,636 to ₩317,545. Share price was steady at ₩193,700 over the past week.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₩195,000, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 200% over the past three years.Major Estimate Revision • Apr 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩407.0m to ₩432.8m. EPS estimate increased from ₩5,389 to ₩5,970 per share. Net income forecast to grow 65% next year vs 33% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩315,300 to ₩326,636. Share price rose 3.0% to ₩261,000 over the past week.Major Estimate Revision • Mar 15Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩507.9m to ₩407.5m. EPS estimate fell from ₩7,701 to ₩4,928 per share. Net income forecast to grow 39% next year vs 30% growth forecast for Chemicals industry in South Korea. Consensus price target broadly unchanged at ₩315,300. Share price fell 14% to ₩226,500 over the past week.Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 5.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).Price Target Changed • Sep 09Price target decreased to ₩360,000Down from ₩396,667, the current price target is an average from 9 analysts. New target price is 62% above last closing price of ₩222,900. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₩4,791 for next year compared to ₩4,438 last year.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩283,200, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 283% over the past three years.Reported Earnings • Mar 19Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩4,438 (up from ₩2,767 in FY 2020). Revenue: ₩271.6b (up 75% from FY 2020). Net income: ₩43.8b (up 60% from FY 2020). Profit margin: 16% (down from 18% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 45%, compared to a 19% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩262,500, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 42% over the past year.Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 7.5% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩265,500, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 72% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩137,141 per share.Price Target Changed • Aug 22Price target increased to ₩296,429Up from ₩270,714, the current price target is an average from 7 analysts. New target price is 24% above last closing price of ₩238,900. Stock is up 63% over the past year.Price Target Changed • Jul 20Price target increased to ₩266,429Up from ₩243,889, the current price target is an average from 7 analysts. New target price is 19% above last closing price of ₩223,100. Stock is up 137% over the past year.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩217,500, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 119% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩279,646 per share.Price Target Changed • Jul 08Price target increased to ₩260,714Up from ₩237,222, the current price target is an average from 8 analysts. New target price is 27% above last closing price of ₩205,500. Stock is up 106% over the past year.分析記事 • Apr 14Is Chunbo (KOSDAQ:278280) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 16Does Chunbo (KOSDAQ:278280) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Mar 11Full year 2020 earnings released: EPS ₩2,742 (vs ₩2,348 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ₩155.5b (up 15% from FY 2019). Net income: ₩27.3b (up 19% from FY 2019). Profit margin: 18% (in line with FY 2019).分析記事 • Mar 02Is It Time To Consider Buying Chunbo Co., Ltd. (KOSDAQ:278280)?While Chunbo Co., Ltd. ( KOSDAQ:278280 ) might not be the most widely known stock at the moment, it saw significant...Is New 90 Day High Low • Feb 26New 90-day low: ₩160,200The company is down 11% from its price of ₩180,300 on 27 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩139,545 per share.分析記事 • Feb 17Has Chunbo (KOSDAQ:278280) Got What It Takes To Become A Multi-Bagger?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Feb 02Should We Be Delighted With Chunbo Co., Ltd.'s (KOSDAQ:278280) ROE Of 11%?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...分析記事 • Jan 18Introducing Chunbo (KOSDAQ:278280), The Stock That Zoomed 166% In The Last YearChunbo Co., Ltd. ( KOSDAQ:278280 ) shareholders might be concerned after seeing the share price drop 10% in the last...Price Target Changed • Jan 07Price target raised to ₩204,250Up from ₩184,400, the current price target is an average from 8 analysts. The new target price is 8.1% above the current share price of ₩189,000. As of last close, the stock is up 194% over the past year.Is New 90 Day High Low • Jan 04New 90-day high: ₩191,700The company is up 13% from its price of ₩169,100 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩139,908 per share.分析記事 • Dec 31Is Chunbo Co., Ltd. (KOSDAQ:278280) Worth ₩182k Based On Its Intrinsic Value?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chunbo Co., Ltd...分析記事 • Dec 16Here's Why We Don't Think Chunbo's (KOSDAQ:278280) Statutory Earnings Reflect Its Underlying Earnings PotentialBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...Price Target Changed • Dec 15Price target raised to ₩184,400Up from ₩154,333, the current price target is an average from 11 analysts. The new target price is 7.8% above the current share price of ₩171,000. As of last close, the stock is up 215% over the past year.分析記事 • Dec 02Is Chunbo (KOSDAQ:278280) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 18Will Chunbo (KOSDAQ:278280) Multiply In Value Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Nov 03Market bids up stock over the past weekAfter last week's 18% share price gain to ₩164,400, the stock is trading at a trailing P/E ratio of 74.6x, up from the previous P/E ratio of 63.2x. This compares to an average P/E of 12x in the Chemicals industry in South Korea. Total returns to shareholders over the past year are 155%.決済の安定と成長配当データの取得安定した配当: A278280の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: A278280の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Chunbo 配当利回り対市場A278280 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 (A278280)0%市場下位25% (KR)1.0%市場トップ25% (KR)3.9%業界平均 (Chemicals)1.3%アナリスト予想 (A278280) (最長3年)0%注目すべき配当: A278280は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: A278280は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: A278280 KR市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: A278280が配当金を報告していないため、配当金の持続可能性を計算できません。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 23:15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Chunbo Co., Ltd. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Sung Hwan KimBookook Securities Co. LtdHyun-hee JungDaiwa Securities Co. Ltd.null nullDBS Bank Ltd8 その他のアナリストを表示
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 0.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 10 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%).
Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 5.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).
Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 7.5% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.4%).
Major Estimate Revision • Apr 18Consensus estimates of losses per share improve by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩186.7m to ₩189.0m. EPS estimate increased from -₩786 per share to -₩496 per share. Chemicals industry in South Korea expected to see average net income growth of 62% next year. Consensus price target of ₩74,667 unchanged from last update. Share price rose 22% to ₩66,000 over the past week.
Reported Earnings • Mar 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₩5,752 loss per share (further deteriorated from ₩2,759 loss in FY 2024). Revenue: ₩133.8b (down 7.6% from FY 2024). Net loss: ₩57.8b (loss widened 111% from FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 07Chunbo Co., Ltd., Annual General Meeting, Mar 24, 2026Chunbo Co., Ltd., Annual General Meeting, Mar 24, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 312, jungwonsaneop-ro, judeok-eup, chungcheongbuk-do, chungju South Korea
New Risk • Mar 04New 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 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Earnings are forecast to decline by an average of 52% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to ₩40,500, the stock trades at a trailing P/E ratio of 30.7x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩62,042 per share.
Buy Or Sell Opportunity • Mar 03Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₩49,000. The fair value is estimated to be ₩66,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 104% in 2 years. Earnings are forecast to decline by 132% in the next 2 years.
Buy Or Sell Opportunity • Feb 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to ₩51,100. The fair value is estimated to be ₩64,568, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 35% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 104% in 2 years. Earnings are forecast to decline by 132% in the next 2 years.
分析記事 • Feb 08What Does Chunbo Co., Ltd.'s (KOSDAQ:278280) Share Price Indicate?Chunbo Co., Ltd. ( KOSDAQ:278280 ), is not the largest company out there, but it received a lot of attention from a...
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩61,000, the stock trades at a trailing P/E ratio of 45.3x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 75% over the past three years.
分析記事 • Jan 24Is Chunbo (KOSDAQ:278280) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Jan 16Price target increased by 13% to ₩68,833Up from ₩60,857, the current price target is an average from 6 analysts. New target price is 44% above last closing price of ₩47,700. Stock is up 23% over the past year. The company is forecast to post a net loss per share of ₩636 next year compared to a net loss per share of ₩2,759 last year.
New Risk • Jan 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 102% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).
分析記事 • Jan 09Chunbo Co., Ltd. (KOSDAQ:278280) Shares Slammed 28% But Getting In Cheap Might Be Difficult RegardlessChunbo Co., Ltd. ( KOSDAQ:278280 ) shares have retraced a considerable 28% in the last month, reversing a fair amount...
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩68,000, the stock trades at a trailing P/E ratio of 43.2x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 71% over the past three years.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩55,300, the stock trades at a trailing P/E ratio of 39.6x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 76% over the past three years.
Major Estimate Revision • Nov 18Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩153.1m to ₩135.9m. Forecast losses increased from -₩346 to -₩636 per share. Chemicals industry in South Korea expected to see average net income growth of 52% next year. Consensus price target up from ₩59,143 to ₩63,000. Share price fell 15% to ₩57,000 over the past week.
分析記事 • Oct 17Chunbo Co., Ltd.'s (KOSDAQ:278280) 34% Jump Shows Its Popularity With InvestorsChunbo Co., Ltd. ( KOSDAQ:278280 ) shares have continued their recent momentum with a 34% gain in the last month alone...
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 40%After last week's 40% share price gain to ₩59,600, the stock trades at a trailing P/E ratio of 42.7x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 72% over the past three years.
分析記事 • Oct 16Returns On Capital Signal Tricky Times Ahead For Chunbo (KOSDAQ:278280)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
New Risk • Oct 16New 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 7.7% 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: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Earnings are forecast to decline by an average of 116% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
分析記事 • Aug 27We Like Chunbo's (KOSDAQ:278280) Earnings For More Than Just Statutory ProfitChunbo Co., Ltd.'s ( KOSDAQ:278280 ) recent earnings report didn't offer any surprises, with the shares unchanged over...
New Risk • Aug 22New 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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).
Major Estimate Revision • Aug 20Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩173.8m to ₩153.1m. EPS estimate increased from -₩736 to -₩678 per share. Chemicals industry in South Korea expected to see average net income growth of 35% next year. Consensus price target broadly unchanged at ₩59,143. Share price fell 8.9% to ₩44,600 over the past week.
分析記事 • Jul 21Does Chunbo (KOSDAQ:278280) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 24After Leaping 30% Chunbo Co., Ltd. (KOSDAQ:278280) Shares Are Not Flying Under The RadarChunbo Co., Ltd. ( KOSDAQ:278280 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • May 30Returns On Capital At Chunbo (KOSDAQ:278280) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 22% per year for the foreseeable future.
Major Estimate Revision • May 16Consensus EPS estimates fall by 205%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -₩259 to -₩790 per share. Revenue forecast unchanged at ₩175.4m. Chemicals industry in South Korea expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at ₩55,125. Share price rose 2.9% to ₩34,950 over the past week.
Major Estimate Revision • May 02Consensus EPS estimates fall by 545%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩174.3m to ₩176.8m. Forecast EPS reduced from -₩40.19 to -₩259 per share. Chemicals industry in South Korea expected to see average net income growth of 35% next year. Consensus price target down from ₩57,875 to ₩55,375. Share price fell 3.8% to ₩35,750 over the past week.
Price Target Changed • May 01Price target decreased by 9.4% to ₩55,375Down from ₩61,125, the current price target is an average from 8 analysts. New target price is 53% above last closing price of ₩36,200. Stock is down 53% over the past year. The company is forecast to post a net loss per share of ₩259 next year compared to a net loss per share of ₩2,759 last year.
Major Estimate Revision • Apr 09Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩207.8m to ₩174.3m. EPS estimate unchanged from -₩40.19 per share at last update. Chemicals industry in South Korea expected to see average net income growth of 31% next year. Consensus price target down from ₩65,375 to ₩63,857. Share price fell 7.3% to ₩30,300 over the past week.
Major Estimate Revision • Apr 03Consensus EPS estimates fall by 64%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩207.8m to ₩189.6m. Losses expected to increase from ₩389 per share to ₩640. Chemicals industry in South Korea expected to see average net income growth of 31% next year. Consensus price target down from ₩65,375 to ₩61,125. Share price fell 11% to ₩31,500 over the past week.
Major Estimate Revision • Mar 21Consensus EPS estimates upgraded to ₩389 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩229.2m to ₩207.8m. 2025 losses expected to reduce from -₩542 to -₩389 per share. Chemicals industry in South Korea expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at ₩66,444. Share price rose 3.1% to ₩37,800 over the past week.
Reported Earnings • Mar 13Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: ₩2,759 loss per share (improved from ₩4,205 loss in FY 2023). Revenue: ₩144.9b (down 21% from FY 2023). Net loss: ₩27.4b (loss narrowed 34% from FY 2023). Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 46%. Revenue is forecast to grow 47% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals 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 50 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 06Chunbo Co., Ltd., Annual General Meeting, Mar 20, 2025Chunbo Co., Ltd., Annual General Meeting, Mar 20, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 312, jungwonsaneop-ro, judeok-eup, chungcheongbuk-do, chungju South Korea
お知らせ • Nov 30Chunbo Co., Ltd. announced that it has received KRW 200 billion in funding from a group of investorsOn November 29, 2024 Chunbo Co., Ltd. closed the transaction.
Major Estimate Revision • Nov 16Consensus EPS estimates upgraded to ₩5,074 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩173.9m to ₩157.3m. 2024 losses expected to reduce from -₩5,968 to -₩5,074 per share. Chemicals industry in South Korea expected to see average net income growth of 35% next year. Consensus price target down from ₩78,222 to ₩69,667. Share price fell 26% to ₩36,900 over the past week.
分析記事 • Nov 13Why We're Not Concerned Yet About Chunbo Co., Ltd.'s (KOSDAQ:278280) 26% Share Price PlungeChunbo Co., Ltd. ( KOSDAQ:278280 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Major Estimate Revision • Oct 15Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩177.7m to ₩173.9m. Losses expected to increase from ₩3,404 per share to ₩5,968. Chemicals industry in South Korea expected to see average net income growth of 55% next year. Consensus price target down from ₩80,778 to ₩78,222. Share price fell 9.3% to ₩58,500 over the past week.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩181.7m to ₩175.9m. Losses expected to increase from ₩3,151 per share to ₩3,556. Chemicals industry in South Korea expected to see average net income growth of 63% next year. Consensus price target down from ₩83,000 to ₩80,778. Share price was steady at ₩58,700 over the past week.
Reported Earnings • Aug 16Second quarter 2024 earnings released: ₩2,196 loss per share (vs ₩3,107 loss in 2Q 2023)Second quarter 2024 results: ₩2,196 loss per share (improved from ₩3,107 loss in 2Q 2023). Revenue: ₩35.9b (down 24% from 2Q 2023). Net loss: ₩21.8b (loss narrowed 29% from 2Q 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals 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 58 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 15What You Can Learn From Chunbo Co., Ltd.'s (KOSDAQ:278280) P/SChunbo Co., Ltd.'s ( KOSDAQ:278280 ) price-to-sales (or "P/S") ratio of 3.6x may look like a poor investment...
分析記事 • Jul 16Would Chunbo (KOSDAQ:278280) Be Better Off With Less Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Jun 21Price target decreased by 18% to ₩98,800Down from ₩119,917, the current price target is an average from 10 analysts. New target price is 36% above last closing price of ₩72,700. Stock is down 63% over the past year. The company is forecast to post a net loss per share of ₩3,408 next year compared to a net loss per share of ₩4,205 last year.
Major Estimate Revision • May 30Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩228.0m to ₩204.0m. EPS estimate unchanged from -₩3,544 per share at last update. Chemicals industry in South Korea expected to see average net income growth of 78% next year. Consensus price target down from ₩129,083 to ₩119,917. Share price fell 5.5% to ₩71,700 over the past week.
Price Target Changed • May 25Price target decreased by 7.9% to ₩123,250Down from ₩133,833, the current price target is an average from 12 analysts. New target price is 70% above last closing price of ₩72,700. Stock is down 61% over the past year. The company is forecast to post a net loss per share of ₩2,724 next year compared to a net loss per share of ₩4,205 last year.
分析記事 • Apr 17Is Chunbo (KOSDAQ:278280) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 15Full year 2023 earnings released: ₩4,205 loss per share (vs ₩3,763 profit in FY 2022)Full year 2023 results: ₩4,205 loss per share (down from ₩3,763 profit in FY 2022). Revenue: ₩182.7b (down 44% from FY 2022). Net loss: ₩41.8b (down 212% from profit in FY 2022). Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
New Risk • Mar 15New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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 Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 6.0% per year over the past 5 years.
Price Target Changed • Feb 22Price target decreased by 8.6% to ₩143,538Down from ₩157,077, the current price target is an average from 13 analysts. New target price is 47% above last closing price of ₩97,700. Stock is down 58% over the past year. The company is forecast to post a net loss per share of ₩2,706 compared to earnings per share of ₩3,763 last year.
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 0.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 10 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.8%).
Price Target Changed • Nov 14Price target decreased by 8.4% to ₩199,083Down from ₩217,333, the current price target is an average from 12 analysts. New target price is 102% above last closing price of ₩98,500. Stock is down 62% over the past year. The company is forecast to post a net loss per share of ₩910 compared to earnings per share of ₩3,763 last year.
New Risk • Nov 06New 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 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change).
Price Target Changed • Oct 24Price target decreased by 13% to ₩224,833Down from ₩258,583, the current price target is an average from 12 analysts. New target price is 102% above last closing price of ₩111,400. Stock is down 48% over the past year. The company is forecast to post earnings per share of ₩829 for next year compared to ₩3,763 last year.
Price Target Changed • Sep 02Price target decreased by 7.5% to ₩275,250Down from ₩297,545, the current price target is an average from 12 analysts. New target price is 85% above last closing price of ₩148,700. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,592 for next year compared to ₩3,763 last year.
Major Estimate Revision • Aug 17Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩299.0m to ₩267.7m. EPS estimate fell from ₩2,562 to ₩1,832 per share. Net income forecast to grow 17% next year vs 17% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩297,545 to ₩285,727. Share price fell 15% to ₩147,900 over the past week.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩138,500, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 11% over the past three years.
Major Estimate Revision • Jul 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩320.4m to ₩312.6m. EPS estimate also fell from ₩3,330 per share to ₩2,810 per share. Net income forecast to grow 51% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩297,545 unchanged from last update. Share price rose 6.1% to ₩198,000 over the past week.
Major Estimate Revision • May 02Consensus revenue estimates decrease by 27%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩432.8m to ₩317.6m. EPS estimate unchanged from ₩3,578 per share at last update. Chemicals industry in South Korea expected to see average net income growth of 23% next year. Consensus price target down from ₩326,636 to ₩317,545. Share price was steady at ₩193,700 over the past week.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₩195,000, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 200% over the past three years.
Major Estimate Revision • Apr 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩407.0m to ₩432.8m. EPS estimate increased from ₩5,389 to ₩5,970 per share. Net income forecast to grow 65% next year vs 33% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩315,300 to ₩326,636. Share price rose 3.0% to ₩261,000 over the past week.
Major Estimate Revision • Mar 15Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩507.9m to ₩407.5m. EPS estimate fell from ₩7,701 to ₩4,928 per share. Net income forecast to grow 39% next year vs 30% growth forecast for Chemicals industry in South Korea. Consensus price target broadly unchanged at ₩315,300. Share price fell 14% to ₩226,500 over the past week.
Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 5.3% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).
Price Target Changed • Sep 09Price target decreased to ₩360,000Down from ₩396,667, the current price target is an average from 9 analysts. New target price is 62% above last closing price of ₩222,900. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₩4,791 for next year compared to ₩4,438 last year.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩283,200, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 283% over the past three years.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩4,438 (up from ₩2,767 in FY 2020). Revenue: ₩271.6b (up 75% from FY 2020). Net income: ₩43.8b (up 60% from FY 2020). Profit margin: 16% (down from 18% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 45%, compared to a 19% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩262,500, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 42% over the past year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 7.5% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩265,500, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 72% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩137,141 per share.
Price Target Changed • Aug 22Price target increased to ₩296,429Up from ₩270,714, the current price target is an average from 7 analysts. New target price is 24% above last closing price of ₩238,900. Stock is up 63% over the past year.
Price Target Changed • Jul 20Price target increased to ₩266,429Up from ₩243,889, the current price target is an average from 7 analysts. New target price is 19% above last closing price of ₩223,100. Stock is up 137% over the past year.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩217,500, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 119% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩279,646 per share.
Price Target Changed • Jul 08Price target increased to ₩260,714Up from ₩237,222, the current price target is an average from 8 analysts. New target price is 27% above last closing price of ₩205,500. Stock is up 106% over the past year.
分析記事 • Apr 14Is Chunbo (KOSDAQ:278280) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 16Does Chunbo (KOSDAQ:278280) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Mar 11Full year 2020 earnings released: EPS ₩2,742 (vs ₩2,348 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ₩155.5b (up 15% from FY 2019). Net income: ₩27.3b (up 19% from FY 2019). Profit margin: 18% (in line with FY 2019).
分析記事 • Mar 02Is It Time To Consider Buying Chunbo Co., Ltd. (KOSDAQ:278280)?While Chunbo Co., Ltd. ( KOSDAQ:278280 ) might not be the most widely known stock at the moment, it saw significant...
Is New 90 Day High Low • Feb 26New 90-day low: ₩160,200The company is down 11% from its price of ₩180,300 on 27 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩139,545 per share.
分析記事 • Feb 17Has Chunbo (KOSDAQ:278280) Got What It Takes To Become A Multi-Bagger?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Feb 02Should We Be Delighted With Chunbo Co., Ltd.'s (KOSDAQ:278280) ROE Of 11%?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
分析記事 • Jan 18Introducing Chunbo (KOSDAQ:278280), The Stock That Zoomed 166% In The Last YearChunbo Co., Ltd. ( KOSDAQ:278280 ) shareholders might be concerned after seeing the share price drop 10% in the last...
Price Target Changed • Jan 07Price target raised to ₩204,250Up from ₩184,400, the current price target is an average from 8 analysts. The new target price is 8.1% above the current share price of ₩189,000. As of last close, the stock is up 194% over the past year.
Is New 90 Day High Low • Jan 04New 90-day high: ₩191,700The company is up 13% from its price of ₩169,100 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩139,908 per share.
分析記事 • Dec 31Is Chunbo Co., Ltd. (KOSDAQ:278280) Worth ₩182k Based On Its Intrinsic Value?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chunbo Co., Ltd...
分析記事 • Dec 16Here's Why We Don't Think Chunbo's (KOSDAQ:278280) Statutory Earnings Reflect Its Underlying Earnings PotentialBroadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
Price Target Changed • Dec 15Price target raised to ₩184,400Up from ₩154,333, the current price target is an average from 11 analysts. The new target price is 7.8% above the current share price of ₩171,000. As of last close, the stock is up 215% over the past year.
分析記事 • Dec 02Is Chunbo (KOSDAQ:278280) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 18Will Chunbo (KOSDAQ:278280) Multiply In Value Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Nov 03Market bids up stock over the past weekAfter last week's 18% share price gain to ₩164,400, the stock is trading at a trailing P/E ratio of 74.6x, up from the previous P/E ratio of 63.2x. This compares to an average P/E of 12x in the Chemicals industry in South Korea. Total returns to shareholders over the past year are 155%.