View ValuationDL Holdings 将来の成長Future 基準チェック /36DL Holdings利益と収益がそれぞれ年間46%と3.3%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6.4% 46.1%なると予測されています。主要情報46.0%収益成長率46.08%EPS成長率Chemicals 収益成長65.1%収益成長率3.3%将来の株主資本利益率6.40%アナリストカバレッジLow最終更新日10 Jun 2026今後の成長に関する最新情報Price Target Changed • Mar 20Price target increased by 40% to ₩67,000Up from ₩48,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩64,600. Stock is up 91% over the past year. The company is forecast to post a net loss per share of ₩4,930 compared to earnings per share of ₩3,654 last year.Major Estimate Revision • Jul 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.60b to ₩5.52b. EPS estimate rose from ₩1,069 to ₩1,276. Net income forecast to grow 64% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩49,000 to ₩51,500. Share price rose 11% to ₩48,750 over the past week.Major Estimate Revision • Apr 08Consensus EPS estimates increase by 200%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.91b to ₩5.63b. EPS estimate rose from ₩751 to ₩2,255. Net income forecast to shrink 43% next year vs 31% growth forecast for Chemicals industry in South Korea . Consensus price target of ₩45,000 unchanged from last update. Share price fell 9.9% to ₩29,500 over the past week.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 87%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩5.65b to ₩5.52b. EPS estimate also fell from ₩6,696 per share to ₩903 per share. Net income forecast to shrink 71% next year vs 61% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩63,500 to ₩47,500. Share price was steady at ₩31,600 over the past week.Major Estimate Revision • Jan 07Consensus EPS estimates fall by 51%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩5.57b to ₩5.46b. EPS estimate also fell from ₩1,686 per share to ₩821 per share. Net income forecast to grow 68% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩71,000 to ₩63,500. Share price rose 2.1% to ₩32,250 over the past week.Major Estimate Revision • Nov 06Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩5.82b to ₩5.57b. EPS estimate rose from ₩5,338 to ₩7,271. Net income forecast to grow 2,028% next year vs 48% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩71,000 unchanged from last update. Share price fell 6.7% to ₩36,950 over the past week.すべての更新を表示Recent updatesNew Risk • Apr 28New 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 13% 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 Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Apr 20DL Holdings CO., LTD. to Report Q1, 2026 Results on May 08, 2026DL Holdings CO., LTD. announced that they will report Q1, 2026 results on May 08, 2026New Risk • Mar 24New 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 12% 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 Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (12% average weekly change).Price Target Changed • Mar 20Price target increased by 40% to ₩67,000Up from ₩48,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩64,600. Stock is up 91% over the past year. The company is forecast to post a net loss per share of ₩4,930 compared to earnings per share of ₩3,654 last year.お知らせ • Feb 27DL Holdings CO., LTD., Annual General Meeting, Mar 26, 2026DL Holdings CO., LTD., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 165, gonghang-daero, gangseo-gu, seoul South Korea分析記事 • Jan 28Revenues Working Against DL Holdings CO., LTD.'s (KRX:000210) Share PriceWhen close to half the companies operating in the Chemicals industry in Korea have price-to-sales ratios (or "P/S...お知らせ • Jan 23DL Holdings CO., LTD. to Report Q4, 2025 Results on Feb 05, 2026DL Holdings CO., LTD. announced that they will report Q4, 2025 results on Feb 05, 2026分析記事 • Oct 29DL Holdings (KRX:000210) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 25DL Holdings CO., LTD. to Report Nine Months, 2025 Results on Nov 07, 2025DL Holdings CO., LTD. announced that they will report nine months, 2025 results on Nov 07, 2025お知らせ • Sep 25An undisclosed buyer acquired an unknown minority stake in Haenam Naesari Solar Power Co., Ltd. from DL Holdings CO., LTD. (KOSE:A000210).An undisclosed buyer acquired an unknown minority stake in Haenam Naesari Solar Power Co., Ltd. from DL Holdings CO., LTD. (KOSE:A000210) on September 23, 2025. An undisclosed buyer completed the acquisition of unknown minority stake in Haenam Naesari Solar Power Co., Ltd. from DL Holdings CO., LTD. (KOSE:A000210) on September 23, 2025.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Aug 30New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.1% average weekly change).分析記事 • Aug 13Lacklustre Performance Is Driving DL Holdings CO., LTD.'s (KRX:000210) 26% Price DropKOSE:A000210 1 Year Share Price vs Fair Value Explore DL Holdings's Fair Values from the Community and select yours DL...Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩38,850, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 38% over the past three years.Major Estimate Revision • Jul 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.60b to ₩5.52b. EPS estimate rose from ₩1,069 to ₩1,276. Net income forecast to grow 64% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩49,000 to ₩51,500. Share price rose 11% to ₩48,750 over the past week.分析記事 • Jun 11DL Holdings CO., LTD. (KRX:000210) Surges 25% Yet Its Low P/S Is No Reason For ExcitementDespite an already strong run, DL Holdings CO., LTD. ( KRX:000210 ) shares have been powering on, with a gain of 25% in...Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩45,700, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩37,250, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 37% over the past three years.お知らせ • Apr 24DL Holdings CO., LTD. to Report Q1, 2025 Results on May 09, 2025DL Holdings CO., LTD. announced that they will report Q1, 2025 results on May 09, 2025Major Estimate Revision • Apr 08Consensus EPS estimates increase by 200%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.91b to ₩5.63b. EPS estimate rose from ₩751 to ₩2,255. Net income forecast to shrink 43% next year vs 31% growth forecast for Chemicals industry in South Korea . Consensus price target of ₩45,000 unchanged from last update. Share price fell 9.9% to ₩29,500 over the past week.分析記事 • Mar 24We Think That There Are Issues Underlying DL Holdings' (KRX:000210) EarningsDL Holdings CO., LTD.'s ( KRX:000210 ) robust earnings report didn't manage to move the market for its stock. Our...お知らせ • Mar 24DL Holdings CO., LTD.(KOSE:A000210) dropped from FTSE All-World Index (USD)DL Holdings CO., LTD.(KOSE:A000210) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 21Full year 2024 earnings: Revenues exceed analyst expectationsFull year 2024 results: Revenue: ₩5.62t (up 12% from FY 2023). Net income: ₩89.4b (up ₩222.8b from FY 2023). Profit margin: 1.6% (up from net loss in FY 2023). Revenue exceeded analyst estimates by 2.8%. Revenue is forecast to grow 2.7% 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 91 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21DL Holdings CO., LTD., Annual General Meeting, Mar 25, 2025DL Holdings CO., LTD., Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: seminar room, 134, tongil-ro, jongno-gu, seoul South KoreaMajor Estimate Revision • Feb 07Consensus EPS estimates fall by 87%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩5.65b to ₩5.52b. EPS estimate also fell from ₩6,696 per share to ₩903 per share. Net income forecast to shrink 71% next year vs 61% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩63,500 to ₩47,500. Share price was steady at ₩31,600 over the past week.Major Estimate Revision • Jan 07Consensus EPS estimates fall by 51%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩5.57b to ₩5.46b. EPS estimate also fell from ₩1,686 per share to ₩821 per share. Net income forecast to grow 68% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩71,000 to ₩63,500. Share price rose 2.1% to ₩32,250 over the past week.Upcoming Dividend • Dec 20Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.2%).Declared Dividend • Nov 15Dividend of ₩1,000 announcedShareholders will receive a dividend of ₩1,000. Ex-date: 27th December 2024 Payment date: 21st April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is not covered by earnings (275% earnings payout ratio). However, it is well covered by cash flows (25% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 206% to bring the payout ratio under control. EPS is expected to grow by 459% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Nov 07DL Holdings CO., LTD.'s (KRX:000210) Share Price Could Signal Some RiskWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Korea, you could be...Major Estimate Revision • Nov 06Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩5.82b to ₩5.57b. EPS estimate rose from ₩5,338 to ₩7,271. Net income forecast to grow 2,028% next year vs 48% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩71,000 unchanged from last update. Share price fell 6.7% to ₩36,950 over the past week.お知らせ • Oct 17DL Holdings CO., LTD. to Report Q3, 2024 Results on Nov 01, 2024DL Holdings CO., LTD. announced that they will report Q3, 2024 results on Nov 01, 2024分析記事 • Sep 29Here's Why DL Holdings (KRX:000210) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 24Additional Considerations Required While Assessing DL Holdings' (KRX:000210) Strong EarningsDespite announcing strong earnings, DL Holdings CO., LTD.'s ( KRX:000210 ) stock was sluggish. Our analysis uncovered...分析記事 • Aug 06Subdued Growth No Barrier To DL Holdings CO., LTD.'s (KRX:000210) PriceIt's not a stretch to say that DL Holdings CO., LTD.'s ( KRX:000210 ) price-to-sales (or "P/S") ratio of 0.2x right now...お知らせ • Jul 16DL Holdings CO., LTD. to Report Q2, 2024 Results on Aug 01, 2024DL Holdings CO., LTD. announced that they will report Q2, 2024 results on Aug 01, 2024分析記事 • May 21DL Holdings (KRX:000210) Has No Shortage Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 18There's Reason For Concern Over DL Holdings CO., LTD.'s (KRX:000210) PriceThere wouldn't be many who think DL Holdings CO., LTD.'s ( KRX:000210 ) price-to-sales (or "P/S") ratio of 0.2x is...お知らせ • Apr 17DL Holdings CO., LTD. to Report Q1, 2024 Results on May 02, 2024DL Holdings CO., LTD. announced that they will report Q1, 2024 results on May 02, 2024Reported Earnings • Mar 19Full year 2023 earnings released: ₩5,905 loss per share (vs ₩3,079 profit in FY 2022)Full year 2023 results: ₩5,905 loss per share (down from ₩3,079 profit in FY 2022). Revenue: ₩5.02t (down 3.0% from FY 2022). Net loss: ₩133.4b (down 291% from profit in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% 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 63 percentage points per year, which is a significant difference in performance.New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 34% 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 (0.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 34% per year over the past 5 years.お知らせ • Mar 09DL Holdings CO., LTD., Annual General Meeting, Mar 22, 2024DL Holdings CO., LTD., Annual General Meeting, Mar 22, 2024, at 09:01 Korea Standard Time. Location: 134, Tongil-ro, Jongno-gu, Seoul (Pyeong-dong) Seminar Hall at 3F D Tower Donuimun Seoul South Korea Agenda: To consider Approval of the 77th financial statement and consolidated financial statement; To consider Appointment of directors ; To consider Appointment of Non-executive director Shin Hyun-sik; To consider Appointment of outside director Lee Yoon-jung; To consider Appointment of outside director Kim Yong-rae.お知らせ • Jan 16DL Holdings CO., LTD. to Report Fiscal Year 2023 Results on Feb 07, 2024DL Holdings CO., LTD. announced that they will report fiscal year 2023 results on Feb 07, 2024Upcoming Dividend • Dec 20Upcoming dividend of ₩1,000 per share at 2.0% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 33% 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 (1.2x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 33% per year over the past 5 years.Price Target Changed • Sep 26Price target decreased by 9.5% to ₩71,500Down from ₩79,000, the current price target is an average from 2 analysts. New target price is 71% above last closing price of ₩41,700. Stock is down 34% over the past year. The company posted earnings per share of ₩2,994 last year.Reported Earnings • May 20First quarter 2023 earnings released: ₩1,271 loss per share (vs ₩4,346 profit in 1Q 2022)First quarter 2023 results: ₩1,271 loss per share (down from ₩4,346 profit in 1Q 2022). Revenue: ₩1.29t (up 46% from 1Q 2022). Net loss: ₩28.7b (down 129% from profit in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 06Price target decreased by 7.2% to ₩84,000Down from ₩90,500, the current price target is an average from 2 analysts. New target price is 62% above last closing price of ₩51,800. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₩29,731 for next year compared to ₩2,679 last year.Upcoming Dividend • Dec 21Upcoming dividend of ₩1,900 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (3.2%).Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Major Estimate Revision • Jul 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩5.08b to ₩5.18b. EPS estimate fell from ₩23,767 to ₩12,961 per share. Net income forecast to shrink 44% next year vs 16% growth forecast for Construction industry in South Korea . Consensus price target of ₩91,500 unchanged from last update. Share price was steady at ₩65,000 over the past week.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩70,200, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 6x in the Construction industry in South Korea. Total returns to shareholders of 170% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩75,509 per share.Reported Earnings • May 22First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: ₩883.1b (up 73% from 1Q 2021). Net income: ₩98.3b (down 52% from 1Q 2021). Profit margin: 11% (down from 40% in 1Q 2021). Revenue exceeded analyst estimates by 37%. Over the next year, revenue is forecast to grow 66%, compared to a 16% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 35% per year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩1,300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₩22,340 (vs ₩1,406 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₩581.2b (up 62% from 2Q 2020). Net income: ₩449.9b (up ₩395.6b from 2Q 2020). Profit margin: 77% (up from 15% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 26% per year.Price Target Changed • May 15Price target decreased to ₩219,536Down from ₩259,248, the current price target is an average from 10 analysts. New target price is 158% above last closing price of ₩85,100. Stock is down 53% over the past year.分析記事 • Apr 28Is DL HoldingsLtd (KRX:000210) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Mar 31Price target decreased to ₩238,872Down from ₩257,201, the current price target is an average from 17 analysts. New target price is 173% above last closing price of ₩87,500. Stock is down 43% over the past year.Reported Earnings • Mar 24Full year 2020 earnings released: ₩1,208 loss per share (vs ₩5,059 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: ₩1.57t (down 5.7% from FY 2019). Net loss: ₩46.6b (down 124% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 21% per year.分析記事 • Mar 16DL HoldingsLtd (KRX:000210) Has Compensated Shareholders With A 289% Return On Their InvestmentIt's possible to achieve returns close to the market-weighted average return by buying an index fund. But if you pick...分析記事 • Feb 18The Attractive Combination That Could Earn DL Holdings Co.,Ltd. (KRX:000210) A Place In Your Dividend PortfolioIs DL Holdings Co.,Ltd. ( KRX:000210 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 33% share price gain to ₩85,300, the stock is trading at a trailing P/E ratio of 2.1x, up from the previous P/E ratio of 1.6x. This compares to an average P/E of 11x in the Construction industry in South Korea. Total returns to shareholders over the past three years are 395%.分析記事 • Jan 28Here's What DL Co., Ltd.'s (KRX:000210) Shareholder Ownership Structure Looks LikeThe big shareholder groups in DL Co., Ltd. ( KRX:000210 ) have power over the company. Generally speaking, as a company...Major Estimate Revision • Jan 28Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from ₩48,261 to ₩54,143. No change was made to the revenue estimate which at the last update was ₩10.3b. Net income is expected to grow by 11% next year compared to 37% growth forecast for the Construction industry in South Korea. The consensus price target increased from ₩255,060 to ₩256,676. Share price is down by 66% to ₩63,900 over the past week.Price Target Changed • Jan 26Price target lowered to ₩215,501Down from ₩255,060, the current price target is an average from 20 analysts. The new target price is 207% above the current share price of ₩70,100. As of last close, the stock is down 63% over the past year.Is New 90 Day High Low • Jan 25New 90-day low: ₩74,600The company is down 8.0% from its price of ₩81,300 on 27 October 2020. The South Korean market is up 33% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩180,264 per share.分析記事 • Dec 24Daelim Industrial (KRX:000210) Could Be A Buy For Its Upcoming DividendRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Daelim...分析記事 • Dec 07Daelim Industrial (KRX:000210) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS ₩5,070The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₩2.22t (up 5.3% from 3Q 2019). Net income: ₩195.7b (up 23% from 3Q 2019). Profit margin: 8.8% (up from 7.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Sep 24New 90-day low: ₩78,200The company is down 5.0% from its price of ₩82,700 on 25 June 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩138,673 per share.業績と収益の成長予測KOSE:A000210 - 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12/31/20285,882,000342,000582,000719,000112/31/20275,838,000284,000582,000715,000112/31/20265,959,000329,300502,000651,00013/31/20265,222,910-51,347489,395709,638N/A12/31/20255,326,721-81,532277,233514,913N/A9/30/20255,393,103-22,725210,292535,311N/A6/30/20255,427,468-24,483135,163491,616N/A3/31/20255,597,83043,269161,239536,734N/A12/31/20245,615,36889,366169,785557,104N/A9/30/20245,565,71263,400-120,847346,961N/A6/30/20245,407,8077790,489581,171N/A3/31/20245,134,557-82,138-71,508492,135N/A12/31/20235,017,816-133,445-301,595325,036N/A9/30/20235,101,638-126,644-286,106212,200N/A6/30/20235,326,972-112,002-490,01810,559N/A3/31/20235,577,959-57,310-336,623137,624N/A12/31/20225,173,70769,709-146,457227,911N/A9/30/20224,487,778-104,939-116,322224,260N/A6/30/20223,620,56323,148-121,696132,357N/A3/31/20222,731,984500,551-86,83176,677N/A12/31/20212,358,775607,116155,439300,778N/A9/30/20212,144,354604,147843,9341,029,824N/A6/30/20211,912,998578,320859,8661,092,411N/A3/31/20211,690,197182,720579,400855,165N/A12/31/20201,566,149-46,6321,068,5131,366,185N/A9/30/2020-4,006,678-222,050815,6691,120,381N/A6/30/2020-2,288,264-128,3671,027,4191,285,334N/A3/31/2020-232,393-48,0931,007,8231,213,631N/A12/31/20191,660,433195,336N/A952,208N/A9/30/20199,530,260519,530N/A691,031N/A6/30/20199,884,437541,228N/A844,390N/A3/31/201910,427,109621,421N/A1,175,511N/A12/31/201810,984,485646,383N/A1,104,522N/A9/30/201811,547,528600,130N/A1,306,695N/A6/30/201812,510,932707,985N/A547,514N/A3/31/201812,660,240595,390N/A460,402N/A12/31/201712,335,536490,493N/A437,640N/A9/30/201711,623,765555,336N/A113,734N/A6/30/201710,653,921369,496N/A317,486N/A3/31/201710,111,420381,689N/A279,853N/A12/31/20169,853,770265,303N/A146,996N/A9/30/20169,973,460254,324N/A520,165N/A6/30/20169,915,325221,593N/A379,221N/A3/31/20169,749,204178,310N/A533,999N/A12/31/20159,513,673206,768N/A384,858N/A9/30/20159,369,989-168,419N/A6,430N/A6/30/20159,061,134-408,761N/A420,899N/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: A000210は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.1% ) よりも高い成長率であると考えられます。収益対市場: A000210今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: A000210今後 3 年以内に収益を上げることが予想されます。収益対市場: A000210の収益 ( 3.3% ) KR市場 ( 17.2% ) よりも低い成長が予測されています。高い収益成長: A000210の収益 ( 3.3% ) 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: A000210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 ( 6.4 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/06/25 20:07終値2026/06/25 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DL Holdings CO., LTD. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Jay YooBofA Global ResearchK. LeeCGS InternationalSteve ChungCLSA17 その他のアナリストを表示
Price Target Changed • Mar 20Price target increased by 40% to ₩67,000Up from ₩48,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩64,600. Stock is up 91% over the past year. The company is forecast to post a net loss per share of ₩4,930 compared to earnings per share of ₩3,654 last year.
Major Estimate Revision • Jul 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.60b to ₩5.52b. EPS estimate rose from ₩1,069 to ₩1,276. Net income forecast to grow 64% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩49,000 to ₩51,500. Share price rose 11% to ₩48,750 over the past week.
Major Estimate Revision • Apr 08Consensus EPS estimates increase by 200%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.91b to ₩5.63b. EPS estimate rose from ₩751 to ₩2,255. Net income forecast to shrink 43% next year vs 31% growth forecast for Chemicals industry in South Korea . Consensus price target of ₩45,000 unchanged from last update. Share price fell 9.9% to ₩29,500 over the past week.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 87%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩5.65b to ₩5.52b. EPS estimate also fell from ₩6,696 per share to ₩903 per share. Net income forecast to shrink 71% next year vs 61% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩63,500 to ₩47,500. Share price was steady at ₩31,600 over the past week.
Major Estimate Revision • Jan 07Consensus EPS estimates fall by 51%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩5.57b to ₩5.46b. EPS estimate also fell from ₩1,686 per share to ₩821 per share. Net income forecast to grow 68% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩71,000 to ₩63,500. Share price rose 2.1% to ₩32,250 over the past week.
Major Estimate Revision • Nov 06Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩5.82b to ₩5.57b. EPS estimate rose from ₩5,338 to ₩7,271. Net income forecast to grow 2,028% next year vs 48% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩71,000 unchanged from last update. Share price fell 6.7% to ₩36,950 over the past week.
New Risk • Apr 28New 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 13% 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 Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Apr 20DL Holdings CO., LTD. to Report Q1, 2026 Results on May 08, 2026DL Holdings CO., LTD. announced that they will report Q1, 2026 results on May 08, 2026
New Risk • Mar 24New 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 12% 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 Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (12% average weekly change).
Price Target Changed • Mar 20Price target increased by 40% to ₩67,000Up from ₩48,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩64,600. Stock is up 91% over the past year. The company is forecast to post a net loss per share of ₩4,930 compared to earnings per share of ₩3,654 last year.
お知らせ • Feb 27DL Holdings CO., LTD., Annual General Meeting, Mar 26, 2026DL Holdings CO., LTD., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 165, gonghang-daero, gangseo-gu, seoul South Korea
分析記事 • Jan 28Revenues Working Against DL Holdings CO., LTD.'s (KRX:000210) Share PriceWhen close to half the companies operating in the Chemicals industry in Korea have price-to-sales ratios (or "P/S...
お知らせ • Jan 23DL Holdings CO., LTD. to Report Q4, 2025 Results on Feb 05, 2026DL Holdings CO., LTD. announced that they will report Q4, 2025 results on Feb 05, 2026
分析記事 • Oct 29DL Holdings (KRX:000210) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 25DL Holdings CO., LTD. to Report Nine Months, 2025 Results on Nov 07, 2025DL Holdings CO., LTD. announced that they will report nine months, 2025 results on Nov 07, 2025
お知らせ • Sep 25An undisclosed buyer acquired an unknown minority stake in Haenam Naesari Solar Power Co., Ltd. from DL Holdings CO., LTD. (KOSE:A000210).An undisclosed buyer acquired an unknown minority stake in Haenam Naesari Solar Power Co., Ltd. from DL Holdings CO., LTD. (KOSE:A000210) on September 23, 2025. An undisclosed buyer completed the acquisition of unknown minority stake in Haenam Naesari Solar Power Co., Ltd. from DL Holdings CO., LTD. (KOSE:A000210) on September 23, 2025.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Aug 30New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.1% average weekly change).
分析記事 • Aug 13Lacklustre Performance Is Driving DL Holdings CO., LTD.'s (KRX:000210) 26% Price DropKOSE:A000210 1 Year Share Price vs Fair Value Explore DL Holdings's Fair Values from the Community and select yours DL...
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩38,850, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 38% over the past three years.
Major Estimate Revision • Jul 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.60b to ₩5.52b. EPS estimate rose from ₩1,069 to ₩1,276. Net income forecast to grow 64% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩49,000 to ₩51,500. Share price rose 11% to ₩48,750 over the past week.
分析記事 • Jun 11DL Holdings CO., LTD. (KRX:000210) Surges 25% Yet Its Low P/S Is No Reason For ExcitementDespite an already strong run, DL Holdings CO., LTD. ( KRX:000210 ) shares have been powering on, with a gain of 25% in...
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩45,700, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩37,250, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 37% over the past three years.
お知らせ • Apr 24DL Holdings CO., LTD. to Report Q1, 2025 Results on May 09, 2025DL Holdings CO., LTD. announced that they will report Q1, 2025 results on May 09, 2025
Major Estimate Revision • Apr 08Consensus EPS estimates increase by 200%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from ₩5.91b to ₩5.63b. EPS estimate rose from ₩751 to ₩2,255. Net income forecast to shrink 43% next year vs 31% growth forecast for Chemicals industry in South Korea . Consensus price target of ₩45,000 unchanged from last update. Share price fell 9.9% to ₩29,500 over the past week.
分析記事 • Mar 24We Think That There Are Issues Underlying DL Holdings' (KRX:000210) EarningsDL Holdings CO., LTD.'s ( KRX:000210 ) robust earnings report didn't manage to move the market for its stock. Our...
お知らせ • Mar 24DL Holdings CO., LTD.(KOSE:A000210) dropped from FTSE All-World Index (USD)DL Holdings CO., LTD.(KOSE:A000210) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 21Full year 2024 earnings: Revenues exceed analyst expectationsFull year 2024 results: Revenue: ₩5.62t (up 12% from FY 2023). Net income: ₩89.4b (up ₩222.8b from FY 2023). Profit margin: 1.6% (up from net loss in FY 2023). Revenue exceeded analyst estimates by 2.8%. Revenue is forecast to grow 2.7% 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 91 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21DL Holdings CO., LTD., Annual General Meeting, Mar 25, 2025DL Holdings CO., LTD., Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: seminar room, 134, tongil-ro, jongno-gu, seoul South Korea
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 87%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩5.65b to ₩5.52b. EPS estimate also fell from ₩6,696 per share to ₩903 per share. Net income forecast to shrink 71% next year vs 61% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩63,500 to ₩47,500. Share price was steady at ₩31,600 over the past week.
Major Estimate Revision • Jan 07Consensus EPS estimates fall by 51%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩5.57b to ₩5.46b. EPS estimate also fell from ₩1,686 per share to ₩821 per share. Net income forecast to grow 68% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩71,000 to ₩63,500. Share price rose 2.1% to ₩32,250 over the past week.
Upcoming Dividend • Dec 20Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.2%).
Declared Dividend • Nov 15Dividend of ₩1,000 announcedShareholders will receive a dividend of ₩1,000. Ex-date: 27th December 2024 Payment date: 21st April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is not covered by earnings (275% earnings payout ratio). However, it is well covered by cash flows (25% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 206% to bring the payout ratio under control. EPS is expected to grow by 459% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Nov 07DL Holdings CO., LTD.'s (KRX:000210) Share Price Could Signal Some RiskWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Korea, you could be...
Major Estimate Revision • Nov 06Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩5.82b to ₩5.57b. EPS estimate rose from ₩5,338 to ₩7,271. Net income forecast to grow 2,028% next year vs 48% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩71,000 unchanged from last update. Share price fell 6.7% to ₩36,950 over the past week.
お知らせ • Oct 17DL Holdings CO., LTD. to Report Q3, 2024 Results on Nov 01, 2024DL Holdings CO., LTD. announced that they will report Q3, 2024 results on Nov 01, 2024
分析記事 • Sep 29Here's Why DL Holdings (KRX:000210) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Aug 24Additional Considerations Required While Assessing DL Holdings' (KRX:000210) Strong EarningsDespite announcing strong earnings, DL Holdings CO., LTD.'s ( KRX:000210 ) stock was sluggish. Our analysis uncovered...
分析記事 • Aug 06Subdued Growth No Barrier To DL Holdings CO., LTD.'s (KRX:000210) PriceIt's not a stretch to say that DL Holdings CO., LTD.'s ( KRX:000210 ) price-to-sales (or "P/S") ratio of 0.2x right now...
お知らせ • Jul 16DL Holdings CO., LTD. to Report Q2, 2024 Results on Aug 01, 2024DL Holdings CO., LTD. announced that they will report Q2, 2024 results on Aug 01, 2024
分析記事 • May 21DL Holdings (KRX:000210) Has No Shortage Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 18There's Reason For Concern Over DL Holdings CO., LTD.'s (KRX:000210) PriceThere wouldn't be many who think DL Holdings CO., LTD.'s ( KRX:000210 ) price-to-sales (or "P/S") ratio of 0.2x is...
お知らせ • Apr 17DL Holdings CO., LTD. to Report Q1, 2024 Results on May 02, 2024DL Holdings CO., LTD. announced that they will report Q1, 2024 results on May 02, 2024
Reported Earnings • Mar 19Full year 2023 earnings released: ₩5,905 loss per share (vs ₩3,079 profit in FY 2022)Full year 2023 results: ₩5,905 loss per share (down from ₩3,079 profit in FY 2022). Revenue: ₩5.02t (down 3.0% from FY 2022). Net loss: ₩133.4b (down 291% from profit in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% 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 63 percentage points per year, which is a significant difference in performance.
New Risk • Mar 19New major risk - Revenue and earnings growthEarnings have declined by 34% 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 (0.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 34% per year over the past 5 years.
お知らせ • Mar 09DL Holdings CO., LTD., Annual General Meeting, Mar 22, 2024DL Holdings CO., LTD., Annual General Meeting, Mar 22, 2024, at 09:01 Korea Standard Time. Location: 134, Tongil-ro, Jongno-gu, Seoul (Pyeong-dong) Seminar Hall at 3F D Tower Donuimun Seoul South Korea Agenda: To consider Approval of the 77th financial statement and consolidated financial statement; To consider Appointment of directors ; To consider Appointment of Non-executive director Shin Hyun-sik; To consider Appointment of outside director Lee Yoon-jung; To consider Appointment of outside director Kim Yong-rae.
お知らせ • Jan 16DL Holdings CO., LTD. to Report Fiscal Year 2023 Results on Feb 07, 2024DL Holdings CO., LTD. announced that they will report fiscal year 2023 results on Feb 07, 2024
Upcoming Dividend • Dec 20Upcoming dividend of ₩1,000 per share at 2.0% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 33% 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 (1.2x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 33% per year over the past 5 years.
Price Target Changed • Sep 26Price target decreased by 9.5% to ₩71,500Down from ₩79,000, the current price target is an average from 2 analysts. New target price is 71% above last closing price of ₩41,700. Stock is down 34% over the past year. The company posted earnings per share of ₩2,994 last year.
Reported Earnings • May 20First quarter 2023 earnings released: ₩1,271 loss per share (vs ₩4,346 profit in 1Q 2022)First quarter 2023 results: ₩1,271 loss per share (down from ₩4,346 profit in 1Q 2022). Revenue: ₩1.29t (up 46% from 1Q 2022). Net loss: ₩28.7b (down 129% from profit in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 06Price target decreased by 7.2% to ₩84,000Down from ₩90,500, the current price target is an average from 2 analysts. New target price is 62% above last closing price of ₩51,800. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₩29,731 for next year compared to ₩2,679 last year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩1,900 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (3.2%).
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Major Estimate Revision • Jul 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩5.08b to ₩5.18b. EPS estimate fell from ₩23,767 to ₩12,961 per share. Net income forecast to shrink 44% next year vs 16% growth forecast for Construction industry in South Korea . Consensus price target of ₩91,500 unchanged from last update. Share price was steady at ₩65,000 over the past week.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩70,200, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 6x in the Construction industry in South Korea. Total returns to shareholders of 170% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩75,509 per share.
Reported Earnings • May 22First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: ₩883.1b (up 73% from 1Q 2021). Net income: ₩98.3b (down 52% from 1Q 2021). Profit margin: 11% (down from 40% in 1Q 2021). Revenue exceeded analyst estimates by 37%. Over the next year, revenue is forecast to grow 66%, compared to a 16% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 35% per year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,300 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₩22,340 (vs ₩1,406 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₩581.2b (up 62% from 2Q 2020). Net income: ₩449.9b (up ₩395.6b from 2Q 2020). Profit margin: 77% (up from 15% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 26% per year.
Price Target Changed • May 15Price target decreased to ₩219,536Down from ₩259,248, the current price target is an average from 10 analysts. New target price is 158% above last closing price of ₩85,100. Stock is down 53% over the past year.
分析記事 • Apr 28Is DL HoldingsLtd (KRX:000210) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Mar 31Price target decreased to ₩238,872Down from ₩257,201, the current price target is an average from 17 analysts. New target price is 173% above last closing price of ₩87,500. Stock is down 43% over the past year.
Reported Earnings • Mar 24Full year 2020 earnings released: ₩1,208 loss per share (vs ₩5,059 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: ₩1.57t (down 5.7% from FY 2019). Net loss: ₩46.6b (down 124% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 21% per year.
分析記事 • Mar 16DL HoldingsLtd (KRX:000210) Has Compensated Shareholders With A 289% Return On Their InvestmentIt's possible to achieve returns close to the market-weighted average return by buying an index fund. But if you pick...
分析記事 • Feb 18The Attractive Combination That Could Earn DL Holdings Co.,Ltd. (KRX:000210) A Place In Your Dividend PortfolioIs DL Holdings Co.,Ltd. ( KRX:000210 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 33% share price gain to ₩85,300, the stock is trading at a trailing P/E ratio of 2.1x, up from the previous P/E ratio of 1.6x. This compares to an average P/E of 11x in the Construction industry in South Korea. Total returns to shareholders over the past three years are 395%.
分析記事 • Jan 28Here's What DL Co., Ltd.'s (KRX:000210) Shareholder Ownership Structure Looks LikeThe big shareholder groups in DL Co., Ltd. ( KRX:000210 ) have power over the company. Generally speaking, as a company...
Major Estimate Revision • Jan 28Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from ₩48,261 to ₩54,143. No change was made to the revenue estimate which at the last update was ₩10.3b. Net income is expected to grow by 11% next year compared to 37% growth forecast for the Construction industry in South Korea. The consensus price target increased from ₩255,060 to ₩256,676. Share price is down by 66% to ₩63,900 over the past week.
Price Target Changed • Jan 26Price target lowered to ₩215,501Down from ₩255,060, the current price target is an average from 20 analysts. The new target price is 207% above the current share price of ₩70,100. As of last close, the stock is down 63% over the past year.
Is New 90 Day High Low • Jan 25New 90-day low: ₩74,600The company is down 8.0% from its price of ₩81,300 on 27 October 2020. The South Korean market is up 33% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩180,264 per share.
分析記事 • Dec 24Daelim Industrial (KRX:000210) Could Be A Buy For Its Upcoming DividendRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Daelim...
分析記事 • Dec 07Daelim Industrial (KRX:000210) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS ₩5,070The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₩2.22t (up 5.3% from 3Q 2019). Net income: ₩195.7b (up 23% from 3Q 2019). Profit margin: 8.8% (up from 7.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Sep 24New 90-day low: ₩78,200The company is down 5.0% from its price of ₩82,700 on 25 June 2020. The South Korean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩138,673 per share.