View ValuationCR Holdings 将来の成長Future 基準チェック /06現在、 CR Holdingsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Basic Materials 収益成長19.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 1.5% to ₩5,030. The fair value is estimated to be ₩6,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 24CR Holdings Co., LTD., Annual General Meeting, Mar 26, 2026CR Holdings Co., LTD., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 31-1, seonsojungang-gil, jinwol-myeon, jeollanam-do, gwangyang South KoreaBuy Or Sell Opportunity • Dec 29Now 22% undervaluedOver the last 90 days, the stock has risen 2.1% to ₩4,870. The fair value is estimated to be ₩6,270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Dec 22Upcoming dividend of ₩210 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 8.3%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).Reported Earnings • Nov 19Third quarter 2025 earnings released: ₩230 loss per share (vs ₩54.00 profit in 3Q 2024)Third quarter 2025 results: ₩230 loss per share (down from ₩54.00 profit in 3Q 2024). Revenue: ₩216.9b (up 7.1% from 3Q 2024). Net loss: ₩9.51b (down ₩11.7b from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Jul 22Now 20% undervaluedOver the last 90 days, the stock has risen 6.6% to ₩5,490. The fair value is estimated to be ₩6,885, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to ₩5,130. The fair value is estimated to be ₩6,452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 13Full year 2024 earnings released: ₩57.00 loss per share (vs ₩14.00 profit in FY 2023)Full year 2024 results: ₩57.00 loss per share (down from ₩14.00 profit in FY 2023). Revenue: ₩810.8b (flat on FY 2023). Net loss: ₩2.34b (down ₩2.74b from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.お知らせ • Feb 19CR Holdings Co., LTD., Annual General Meeting, Mar 20, 2025CR Holdings Co., LTD., Annual General Meeting, Mar 20, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 31-1, seonsojungang-gil, jinwol-myeon, jeollanam-do, gwangyang South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩410 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.8%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (4.3%).分析記事 • Nov 26We Think That There Are More Issues For CR Holdings (KRX:000480) Than Just Sluggish EarningsThe subdued market reaction suggests that CR Holdings Co., LTD.'s ( KRX:000480 ) recent earnings didn't contain any...分析記事 • May 27We Think That There Are More Issues For CR Holdings (KRX:000480) Than Just Sluggish EarningsCR Holdings Co., LTD.'s ( KRX:000480 ) stock wasn't much affected by its recent lackluster earnings numbers. We did...Reported Earnings • Mar 16Full year 2023 earnings released: EPS: ₩14.00 (vs ₩1,279 in FY 2022)Full year 2023 results: EPS: ₩14.00 (down from ₩1,279 in FY 2022). Revenue: ₩816.9b (up 2.4% from FY 2022). Net income: ₩404.8m (down 99% from FY 2022). Profit margin: 0% (down from 5.1% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩450 per share at 9.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 9.9%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (4.3%).New Risk • Dec 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 83% This is considered a major 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 (2.2x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 150% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Shareholders have been substantially diluted in the past year (83% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (1.1% net profit margin).Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₩8,110, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 8x in the Basic Materials industry in South Korea. Total returns to shareholders of 114% over the past three years.New Risk • Aug 27New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Share price has been highly volatile over the past 3 months (27% average weekly change). Earnings have declined by 5.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.6% net profit margin).Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩8,270, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 10x in the Basic Materials industry in South Korea. Total returns to shareholders of 136% over the past three years.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to ₩13,500, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 13x in the Building industry in South Korea. Total returns to shareholders of 109% over the past three years.Board Change • Jul 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 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.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩11,030, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 13x in the Building industry in South Korea. Total returns to shareholders of 74% over the past three years.New Risk • Jun 13New major 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 Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (12% average weekly change).Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 44%After last week's 44% share price gain to ₩12,680, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 13x in the Building industry in South Korea. Total returns to shareholders of 103% over the past three years.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩97,600, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 12x in the Building industry in South Korea. Total returns to shareholders of 59% over the past three years.Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩12,789 (vs ₩7,840 in FY 2021)Full year 2022 results: EPS: ₩12,789 (up from ₩7,840 in FY 2021). Revenue: ₩798.0b (up 6.9% from FY 2021). Net income: ₩40.9b (up 63% from FY 2021). Profit margin: 5.1% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Dec 21Upcoming dividend of ₩4,500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 5.6%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.7%).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. 4 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.お知らせ • Jun 29Chosun Refractories Co.,Ltd. (KOSE:A000480) agreed to acquire 95% stake in Insadong PFV Co., Ltd. for KRW 62.5 billion.Chosun Refractories Co.,Ltd. (KOSE:A000480) agreed to acquire 95% stake in Insadong PFV Co., Ltd. for KRW 62.5 billion on June 27, 2022. As per the terms, 1,000,000 shares will be acquired and consideration will be payable in cash. The transaction is expected to complete on September 20, 2022.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. 4 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.Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₩7,840 (down from ₩10,421 in FY 2020). Revenue: ₩746.3b (up 5.8% from FY 2020). Net income: ₩25.1b (down 25% from FY 2020). Profit margin: 3.4% (down from 4.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 22Upcoming dividend of ₩4,200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 30 March 2022. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.3%).Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩1,146 (vs ₩961 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩186.9b (up 5.7% from 3Q 2020). Net income: ₩3.67b (up 19% from 3Q 2020). Profit margin: 2.0% (up from 1.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Mar 31Be Wary Of Chosun RefractoriesLtd (KRX:000480) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩10,421 (vs ₩7,493 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩705.2b (down 6.9% from FY 2019). Net income: ₩33.6b (up 38% from FY 2019). Profit margin: 4.8% (up from 3.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Mar 16How Does Chosun Refractories Co.,Ltd. (KRX:000480) Stand Up To These Simple Dividend Safety Checks?Dividend paying stocks like Chosun Refractories Co.,Ltd. ( KRX:000480 ) tend to be popular with investors, and for good...分析記事 • Mar 01I Ran A Stock Scan For Earnings Growth And Chosun RefractoriesLtd (KRX:000480) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...お知らせ • Feb 25Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 19, 2021Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 19, 2021, at 09:00 Korea Standard Time.分析記事 • Feb 15Is There More To The Story Than Chosun RefractoriesLtd's (KRX:000480) Earnings Growth?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...分析記事 • Jan 28These 4 Measures Indicate That Chosun RefractoriesLtd (KRX:000480) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 11Do Institutions Own Chosun Refractories Co.,Ltd. (KRX:000480) Shares?The big shareholder groups in Chosun Refractories Co.,Ltd. ( KRX:000480 ) have power over the company. Insiders often...分析記事 • Dec 24Why You Might Be Interested In Chosun Refractories Co.,Ltd. (KRX:000480) For Its Upcoming DividendIt looks like Chosun Refractories Co.,Ltd. ( KRX:000480 ) is about to go ex-dividend in the next 4 days. This means...分析記事 • Dec 10Does Chosun Refractories Co.,Ltd. (KRX:000480) Have A Place In Your Dividend Portfolio?Could Chosun Refractories Co.,Ltd. ( KRX:000480 ) be an attractive dividend share to own for the long haul? Investors...Is New 90 Day High Low • Dec 07New 90-day high: ₩82,800The company is up 16% from its price of ₩71,500 on 08 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 6.0% over the same period.分析記事 • Nov 22Is Chosun RefractoriesLtd (KRX:000480) Using Capital Effectively?To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Is New 90 Day High Low • Nov 06New 90-day high: ₩74,900The company is up 2.0% from its price of ₩73,700 on 07 August 2020. The South Korean market is also up 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Building industry, which is up 7.0% over the same period.お知らせ • Sep 21Chosun Refractories Co.,Ltd.(KOSE:A000480) dropped from S&P Global BMI IndexChosun Refractories Co.,Ltd.(KOSE:A000480) dropped from S&P Global BMI Index このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、CR Holdings は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSE:A000480 - 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3/31/2026830,215-21,506-32,34248,073N/A12/31/2025827,752-27,409-48,39632,437N/A9/30/2025844,180-27,063-17,08547,366N/A6/30/2025829,798-15,349-31,52950,341N/A3/31/2025817,401-14,226-31,53945,207N/A12/31/2024810,832-11,287-6,72881,073N/A9/30/2024831,9981,594-62,64738,010N/A6/30/2024825,401-1,263-70,09422,367N/A3/31/2024822,1962,590-62,88841,144N/A12/31/2023816,904405-67,74128,186N/A9/30/2023792,3868,596-36,92540,631N/A6/30/2023784,49720,613-34,51026,254N/A3/31/2023792,01528,846-96,92230,012N/A12/31/2022798,04040,924-132,3749,062N/A9/30/2022791,95839,671-125,06324,312N/A6/30/2022790,81831,971-150,77538,617N/A3/31/2022764,75836,081-64,20237,777N/A12/31/2021746,29125,060-20,08254,726N/A9/30/2021729,94818,8519,86979,006N/A6/30/2021719,88918,27063,14287,557N/A3/31/2021698,90634,55550,21975,405N/A12/31/2020705,22733,56467,10094,057N/A9/30/2020712,73241,30957,58181,056N/A6/30/2020721,66447,43772,60293,934N/A3/31/2020751,21816,32373,55093,872N/A12/31/2019757,15324,353N/A80,043N/A9/30/2019766,44833,224N/A63,976N/A6/30/2019775,57946,291N/A50,778N/A3/31/2019783,01853,815N/A60,153N/A12/31/2018789,17752,737N/A60,430N/A9/30/2018740,56330,301N/A53,245N/A6/30/2018733,40119,758N/A44,275N/A3/31/2018715,79219,378N/A30,208N/A12/31/2017694,33413,726N/A28,447N/A9/30/2017727,63929,558N/A40,861N/A6/30/2017712,82124,075N/A51,464N/A3/31/2017710,41620,472N/A40,527N/A12/31/2016714,50013,554N/A49,613N/A9/30/2016709,1349,138N/A54,789N/A6/30/2016719,90110,172N/A30,560N/A3/31/2016725,510-4,188N/A48,120N/A12/31/2015728,3387,762N/A51,551N/A9/30/2015741,04717,401N/A27,171N/A6/30/2015745,34622,371N/A58,751N/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: A000480の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A000480の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A000480の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A000480の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A000480の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: A000480の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/06/26 15:07終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CR Holdings Co., LTD. 0 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。0
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 1.5% to ₩5,030. The fair value is estimated to be ₩6,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 24CR Holdings Co., LTD., Annual General Meeting, Mar 26, 2026CR Holdings Co., LTD., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 31-1, seonsojungang-gil, jinwol-myeon, jeollanam-do, gwangyang South Korea
Buy Or Sell Opportunity • Dec 29Now 22% undervaluedOver the last 90 days, the stock has risen 2.1% to ₩4,870. The fair value is estimated to be ₩6,270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Dec 22Upcoming dividend of ₩210 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 8.3%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).
Reported Earnings • Nov 19Third quarter 2025 earnings released: ₩230 loss per share (vs ₩54.00 profit in 3Q 2024)Third quarter 2025 results: ₩230 loss per share (down from ₩54.00 profit in 3Q 2024). Revenue: ₩216.9b (up 7.1% from 3Q 2024). Net loss: ₩9.51b (down ₩11.7b from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Jul 22Now 20% undervaluedOver the last 90 days, the stock has risen 6.6% to ₩5,490. The fair value is estimated to be ₩6,885, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to ₩5,130. The fair value is estimated to be ₩6,452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 13Full year 2024 earnings released: ₩57.00 loss per share (vs ₩14.00 profit in FY 2023)Full year 2024 results: ₩57.00 loss per share (down from ₩14.00 profit in FY 2023). Revenue: ₩810.8b (flat on FY 2023). Net loss: ₩2.34b (down ₩2.74b from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 19CR Holdings Co., LTD., Annual General Meeting, Mar 20, 2025CR Holdings Co., LTD., Annual General Meeting, Mar 20, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 31-1, seonsojungang-gil, jinwol-myeon, jeollanam-do, gwangyang South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩410 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.8%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (4.3%).
分析記事 • Nov 26We Think That There Are More Issues For CR Holdings (KRX:000480) Than Just Sluggish EarningsThe subdued market reaction suggests that CR Holdings Co., LTD.'s ( KRX:000480 ) recent earnings didn't contain any...
分析記事 • May 27We Think That There Are More Issues For CR Holdings (KRX:000480) Than Just Sluggish EarningsCR Holdings Co., LTD.'s ( KRX:000480 ) stock wasn't much affected by its recent lackluster earnings numbers. We did...
Reported Earnings • Mar 16Full year 2023 earnings released: EPS: ₩14.00 (vs ₩1,279 in FY 2022)Full year 2023 results: EPS: ₩14.00 (down from ₩1,279 in FY 2022). Revenue: ₩816.9b (up 2.4% from FY 2022). Net income: ₩404.8m (down 99% from FY 2022). Profit margin: 0% (down from 5.1% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩450 per share at 9.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 9.9%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (4.3%).
New Risk • Dec 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 83% This is considered a major 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 (2.2x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 150% Paying a dividend despite having no free cash flows. Earnings have declined by 11% per year over the past 5 years. Shareholders have been substantially diluted in the past year (83% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (1.1% net profit margin).
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₩8,110, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 8x in the Basic Materials industry in South Korea. Total returns to shareholders of 114% over the past three years.
New Risk • Aug 27New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Share price has been highly volatile over the past 3 months (27% average weekly change). Earnings have declined by 5.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.6% net profit margin).
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩8,270, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 10x in the Basic Materials industry in South Korea. Total returns to shareholders of 136% over the past three years.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to ₩13,500, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 13x in the Building industry in South Korea. Total returns to shareholders of 109% over the past three years.
Board Change • Jul 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 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.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩11,030, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 13x in the Building industry in South Korea. Total returns to shareholders of 74% over the past three years.
New Risk • Jun 13New major 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 Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (12% average weekly change).
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 44%After last week's 44% share price gain to ₩12,680, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 13x in the Building industry in South Korea. Total returns to shareholders of 103% over the past three years.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩97,600, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 12x in the Building industry in South Korea. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩12,789 (vs ₩7,840 in FY 2021)Full year 2022 results: EPS: ₩12,789 (up from ₩7,840 in FY 2021). Revenue: ₩798.0b (up 6.9% from FY 2021). Net income: ₩40.9b (up 63% from FY 2021). Profit margin: 5.1% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩4,500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 5.6%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.7%).
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. 4 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.
お知らせ • Jun 29Chosun Refractories Co.,Ltd. (KOSE:A000480) agreed to acquire 95% stake in Insadong PFV Co., Ltd. for KRW 62.5 billion.Chosun Refractories Co.,Ltd. (KOSE:A000480) agreed to acquire 95% stake in Insadong PFV Co., Ltd. for KRW 62.5 billion on June 27, 2022. As per the terms, 1,000,000 shares will be acquired and consideration will be payable in cash. The transaction is expected to complete on September 20, 2022.
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. 4 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.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₩7,840 (down from ₩10,421 in FY 2020). Revenue: ₩746.3b (up 5.8% from FY 2020). Net income: ₩25.1b (down 25% from FY 2020). Profit margin: 3.4% (down from 4.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 22Upcoming dividend of ₩4,200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 30 March 2022. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩1,146 (vs ₩961 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩186.9b (up 5.7% from 3Q 2020). Net income: ₩3.67b (up 19% from 3Q 2020). Profit margin: 2.0% (up from 1.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Mar 31Be Wary Of Chosun RefractoriesLtd (KRX:000480) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩10,421 (vs ₩7,493 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩705.2b (down 6.9% from FY 2019). Net income: ₩33.6b (up 38% from FY 2019). Profit margin: 4.8% (up from 3.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Mar 16How Does Chosun Refractories Co.,Ltd. (KRX:000480) Stand Up To These Simple Dividend Safety Checks?Dividend paying stocks like Chosun Refractories Co.,Ltd. ( KRX:000480 ) tend to be popular with investors, and for good...
分析記事 • Mar 01I Ran A Stock Scan For Earnings Growth And Chosun RefractoriesLtd (KRX:000480) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
お知らせ • Feb 25Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 19, 2021Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 19, 2021, at 09:00 Korea Standard Time.
分析記事 • Feb 15Is There More To The Story Than Chosun RefractoriesLtd's (KRX:000480) Earnings Growth?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
分析記事 • Jan 28These 4 Measures Indicate That Chosun RefractoriesLtd (KRX:000480) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 11Do Institutions Own Chosun Refractories Co.,Ltd. (KRX:000480) Shares?The big shareholder groups in Chosun Refractories Co.,Ltd. ( KRX:000480 ) have power over the company. Insiders often...
分析記事 • Dec 24Why You Might Be Interested In Chosun Refractories Co.,Ltd. (KRX:000480) For Its Upcoming DividendIt looks like Chosun Refractories Co.,Ltd. ( KRX:000480 ) is about to go ex-dividend in the next 4 days. This means...
分析記事 • Dec 10Does Chosun Refractories Co.,Ltd. (KRX:000480) Have A Place In Your Dividend Portfolio?Could Chosun Refractories Co.,Ltd. ( KRX:000480 ) be an attractive dividend share to own for the long haul? Investors...
Is New 90 Day High Low • Dec 07New 90-day high: ₩82,800The company is up 16% from its price of ₩71,500 on 08 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 6.0% over the same period.
分析記事 • Nov 22Is Chosun RefractoriesLtd (KRX:000480) Using Capital Effectively?To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Is New 90 Day High Low • Nov 06New 90-day high: ₩74,900The company is up 2.0% from its price of ₩73,700 on 07 August 2020. The South Korean market is also up 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Building industry, which is up 7.0% over the same period.
お知らせ • Sep 21Chosun Refractories Co.,Ltd.(KOSE:A000480) dropped from S&P Global BMI IndexChosun Refractories Co.,Ltd.(KOSE:A000480) dropped from S&P Global BMI Index