View ValuationKukdo Chemical 将来の成長Future 基準チェック /06 Kukdo Chemicalは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長64.3%収益成長率1.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日16 Jun 2026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 updatesNew Risk • Jun 17New major risk - Revenue and earnings growthEarnings have declined by 50% 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 (2.7x net interest cover). Earnings have declined by 50% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩37,300, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 21% over the past three years.分析記事 • May 28We Think That There Are Some Issues For Kukdo Chemical (KRX:007690) Beyond Its Promising EarningsKukdo Chemical Co., Ltd.'s ( KRX:007690 ) stock didn't jump after it announced some healthy earnings. We did some...New Risk • May 28New 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 Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Buy Or Sell Opportunity • Apr 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₩40,100. The fair value is estimated to be ₩33,038, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.Buy Or Sell Opportunity • Mar 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ₩36,500. The fair value is estimated to be ₩30,345, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩34,250, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 21% over the past three years.Declared Dividend • Mar 02Dividend of ₩1,300 announcedShareholders will receive a dividend of ₩1,300. Ex-date: 6th March 2026 Payment date: 27th March 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27Kukdo Chemical Co., Ltd. announces Annual dividend, payable on March 27, 2026Kukdo Chemical Co., Ltd. announced Annual dividend of KRW 1300.0000 per share payable on March 27, 2026, ex-date on March 06, 2026 and record date on March 09, 2026.お知らせ • Jan 28Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 13, 2026Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 13, 2026, at 10:00 Tokyo Standard Time. Location: conference room, geumcheon-gu, seoul South Korea分析記事 • Jan 15Kukdo Chemical (KRX:007690) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩36,600, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 9.3% over the past three years.分析記事 • Nov 24Kukdo Chemical's (KRX:007690) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Kukdo Chemical Co., Ltd.'s ( KRX:007690 ) stock hasn't moved much...分析記事 • Jul 21Kukdo Chemical Co., Ltd.'s (KRX:007690) Share Price Not Quite Adding UpThere wouldn't be many who think Kukdo Chemical Co., Ltd.'s ( KRX:007690 ) price-to-sales (or "P/S") ratio of 0.3x is...Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₩1,029 (vs ₩894 in FY 2023)Full year 2024 results: EPS: ₩1,029 (up from ₩894 in FY 2023). Revenue: ₩1.31t (flat on FY 2023). Net income: ₩8.84b (up 15% from FY 2023). Profit margin: 0.7% (up from 0.6% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Feb 28Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 07 March 2025. Payment date: 25 March 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.0%).分析記事 • Feb 17Kukdo Chemical Co., Ltd.'s (KRX:007690) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Korea, you could be...お知らせ • Jan 24Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 14, 2025Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 14, 2025, at 10:00 Tokyo Standard Time. Location: forest hall, geumcheon-gu, seoul South KoreaBuy Or Sell Opportunity • Dec 13Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to ₩28,400. The fair value is estimated to be ₩23,648, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 14Here's Why Kukdo Chemical (KRX:007690) 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 06Does Kukdo Chemical (KRX:007690) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • May 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 190% Dividend yield: 3.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 12Full year 2023 earnings released: EPS: ₩921 (vs ₩8,626 in FY 2022)Full year 2023 results: EPS: ₩921 (down from ₩8,626 in FY 2022). Revenue: ₩1.31t (down 18% from FY 2022). Net income: ₩7.70b (down 90% from FY 2022). Profit margin: 0.6% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩1,400 per share at 3.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 28 March 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩41,650, the stock trades at a trailing P/E ratio of 19.9x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 20Second quarter 2023 earnings released: EPS: ₩507 (vs ₩4,493 in 2Q 2022)Second quarter 2023 results: EPS: ₩507 (down from ₩4,493 in 2Q 2022). Revenue: ₩346.8b (down 21% from 2Q 2022). Net income: ₩4.23b (down 89% from 2Q 2022). Profit margin: 1.2% (down from 8.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩1,260 (vs ₩3,811 in 1Q 2022)First quarter 2023 results: EPS: ₩1,260 (down from ₩3,811 in 1Q 2022). Revenue: ₩343.6b (down 18% from 1Q 2022). Net income: ₩10.6b (down 68% from 1Q 2022). Profit margin: 3.1% (down from 7.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 08Full year 2022 earnings released: EPS: ₩8,626 (vs ₩21,321 in FY 2021)Full year 2022 results: EPS: ₩8,626 (down from ₩21,321 in FY 2021). Revenue: ₩1.60t (up 1.6% from FY 2021). Net income: ₩74.3b (down 53% from FY 2021). Profit margin: 4.6% (down from 10.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩2,200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.4%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Eun-Taek Lee was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Eun-Taek Lee was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 13Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: ₩21,321 (up from ₩4,381 in FY 2020). Revenue: ₩1.58t (up 39% from FY 2020). Net income: ₩157.7b (up 436% from FY 2020). Profit margin: 10.0% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 6.6% compared to a 20% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of ₩978 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.5%).Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩5,766 (vs ₩952 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩408.8b (up 43% from 3Q 2020). Net income: ₩43.6b (up ₩37.2b from 3Q 2020). Profit margin: 11% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩75,600, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 19x in the Chemicals industry in South Korea. Total returns to shareholders of 93% over the past three years.お知らせ • Aug 14Kukdo Chemical Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 94.4 billion.Kukdo Chemical Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 94.4 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,600,000 Price\Range: KRW 59000 Transaction Features: ESOP Related Offering; Rights OfferingValuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩80,000, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 20x in the Chemicals industry in South Korea. Total returns to shareholders of 53% over the past three years.お知らせ • Jun 25Kukdo Chemical Co., Ltd. (KOSE:A007690) entered into an agreement to acquire SEOKYO HEUNGUP CO., LTD. for KRW 65 billion.Kukdo Chemical Co., Ltd. (KOSE:A007690) entered into an agreement to acquire SEOKYO HEUNGUP CO., LTD. for KRW 65 billion on June 26, 2021. The first installment of KRW 1 billion will be paid by June 2021, the second payment of KRW12 billion will be paid by July 2021, the third payment of KRW 19.5 billion will be paid by January 2022 and the third payment of KRW 32.5 billon will be paid by July 2022. As a part of the agreement 0.04 million shares were acquired. As of December 31, 2020, SEOKYO HEUNGUP reported total assets of KRW 49.77 billion, total equity of KRW 22.92 billion, capital of KRW 400 million, sale of KRW 1.47 billion and net income of KRW 650.46 billion. The Kukdo Chemical board resolution was provided on June 24, 2021. The transaction is expected to be completed by July 4, 2022.Reported Earnings • May 23First quarter 2021 earnings released: EPS ₩3,659 (vs ₩1,209 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩310.9b (up 11% from 1Q 2020). Net income: ₩19.9b (up 197% from 1Q 2020). Profit margin: 6.4% (up from 2.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Apr 29Kukdo Chemical (KRX:007690) Will Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Apr 07Estimating The Fair Value Of Kukdo Chemical Co., Ltd. (KRX:007690)How far off is Kukdo Chemical Co., Ltd. ( KRX:007690 ) from its intrinsic value? Using the most recent financial data...分析記事 • Mar 23We Think Kukdo Chemical (KRX:007690) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 14Full year 2020 earnings released: EPS ₩5,376 (vs ₩6,297 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩1.13t (up 1.0% from FY 2019). Net income: ₩29.4b (down 16% from FY 2019). Profit margin: 2.6% (down from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 16% 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.Is New 90 Day High Low • Mar 11New 90-day high: ₩58,500The company is up 6.0% from its price of ₩55,000 on 11 December 2020. The South Korean market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Chemicals industry, which is up 9.0% over the same period.分析記事 • Mar 07You Have To Love Kukdo Chemical Co., Ltd.'s (KRX:007690) DividendToday we'll take a closer look at Kukdo Chemical Co., Ltd. ( KRX:007690 ) from a dividend investor's perspective...お知らせ • Feb 20Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 19, 2021Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 19, 2021, at 10:00 Korea Standard Time.分析記事 • Feb 17Should Kukdo Chemical (KRX:007690) Be Disappointed With Their 26% Profit?We believe investing is smart because history shows that stock markets go higher in the long term. But if you choose...分析記事 • Jan 29Is Kukdo Chemical Co., Ltd.'s (KRX:007690) Shareholder Ownership Skewed Towards Insiders?If you want to know who really controls Kukdo Chemical Co., Ltd. ( KRX:007690 ), then you'll have to look at the makeup...分析記事 • Jan 11Should You Be Impressed By Kukdo Chemical's (KRX:007690) Returns on Capital?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Dec 24Here's What We Like About Kukdo Chemical's (KRX:007690) Upcoming DividendReaders hoping to buy Kukdo Chemical Co., Ltd. ( KRX:007690 ) for its dividend will need to make their move shortly, as...分析記事 • Dec 17Here's Why Kukdo Chemical (KRX:007690) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Is New 90 Day High Low • Dec 17New 90-day high: ₩58,200The company is up 24% from its price of ₩46,850 on 18 September 2020. The South Korean market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period.Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 21% share price gain to ₩54,900, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 7.8x. This compares to an average P/E of 15x in the Chemicals industry in South Korea. Total return to shareholders over the past three years is a loss of 10%.分析記事 • Nov 30What Makes Kukdo Chemical Co., Ltd. (KRX:007690) A Great Dividend Stock?Today we'll take a closer look at Kukdo Chemical Co., Ltd. (KRX:007690) from a dividend investor's perspective. Owning...Is New 90 Day High Low • Nov 27New 90-day high: ₩49,900The company is up 29% from its price of ₩38,700 on 28 August 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.業績と収益の成長予測KOSE:A007690 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,606,600N/AN/AN/A112/31/20271,614,000N/AN/AN/A112/31/20261,666,600N/AN/AN/A13/31/20261,490,37217,597-57,545-19,078N/A12/31/20251,395,55621,798-33,7529,037N/A9/30/20251,348,77725,33619,83878,417N/A6/30/20251,334,41418,94130,66796,611N/A3/31/20251,328,74415,422-9,61681,750N/A12/31/20241,305,7758,841-47,55054,552N/A9/30/20241,285,043-182-96,315-3,772N/A6/30/20241,260,519-3,207-88,8774,242N/A3/31/20241,264,319-3,837-6,79273,172N/A12/31/20231,311,7767,70327,426114,309N/A9/30/20231,362,885-969126,058226,272N/A6/30/20231,434,10317,451109,971219,272N/A3/31/20231,528,80552,03830,764153,529N/A12/31/20221,601,77474,323-9,669113,466N/A9/30/20221,661,345119,514-57,53767,160N/A6/30/20221,683,286148,281-66,58650,969N/A3/31/20221,682,756170,705-102,6656,100N/A12/31/20211,577,112157,700-117,044-25,930N/A9/30/20211,434,861130,417-137,642-74,152N/A6/30/20211,311,14593,214-88,162-32,925N/A3/31/20211,162,10442,64230,36773,687N/A12/31/20201,132,66029,42942,42379,027N/A9/30/20201,151,57432,39942,52585,691N/A6/30/20201,135,43934,26828,45172,140N/A3/31/20201,108,45433,024-6,37339,155N/A12/31/20191,121,44935,050N/A87,934N/A9/30/20191,138,81833,300N/A85,214N/A6/30/20191,194,08336,055N/A37,341N/A3/31/20191,255,25440,225N/A18,036N/A12/31/20181,280,61644,994N/A-12,148N/A9/30/20181,267,77548,634N/A-43,175N/A6/30/20181,218,33751,288N/A-4,624N/A3/31/20181,152,30749,013N/A16,257N/A12/31/20171,075,98141,083N/A30,129N/A9/30/20171,000,05334,849N/A66,406N/A6/30/2017953,70223,205N/A50,695N/A3/31/2017955,34319,506N/A41,307N/A12/31/2016952,63326,090N/A56,400N/A9/30/2016969,69233,784N/A60,817N/A6/30/2016999,51846,947N/A59,397N/A3/31/20161,008,00155,966N/A60,523N/A12/31/20151,011,87855,888N/A67,353N/A9/30/20151,018,49649,384N/A27,591N/A6/30/20151,003,84237,701N/A30,010N/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: A007690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: A007690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: A007690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: A007690の収益 ( 1.8% ) KR市場 ( 17.8% ) よりも低い成長が予測されています。高い収益成長: A007690の収益 ( 1.8% ) 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: A007690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2026/06/28 00:26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Kukdo Chemical 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。6 アナリスト機関Dongwook LeeiM SecuritiesDaeyong ParkKB Securities Co., Ltd.Eung-Ju LeeMirae Asset Securities Co., Ltd.3 その他のアナリストを表示
New Risk • Jun 17New major risk - Revenue and earnings growthEarnings have declined by 50% 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 (2.7x net interest cover). Earnings have declined by 50% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩37,300, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 21% over the past three years.
分析記事 • May 28We Think That There Are Some Issues For Kukdo Chemical (KRX:007690) Beyond Its Promising EarningsKukdo Chemical Co., Ltd.'s ( KRX:007690 ) stock didn't jump after it announced some healthy earnings. We did some...
New Risk • May 28New 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 Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Buy Or Sell Opportunity • Apr 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₩40,100. The fair value is estimated to be ₩33,038, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
Buy Or Sell Opportunity • Mar 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ₩36,500. The fair value is estimated to be ₩30,345, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩34,250, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 21% over the past three years.
Declared Dividend • Mar 02Dividend of ₩1,300 announcedShareholders will receive a dividend of ₩1,300. Ex-date: 6th March 2026 Payment date: 27th March 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27Kukdo Chemical Co., Ltd. announces Annual dividend, payable on March 27, 2026Kukdo Chemical Co., Ltd. announced Annual dividend of KRW 1300.0000 per share payable on March 27, 2026, ex-date on March 06, 2026 and record date on March 09, 2026.
お知らせ • Jan 28Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 13, 2026Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 13, 2026, at 10:00 Tokyo Standard Time. Location: conference room, geumcheon-gu, seoul South Korea
分析記事 • Jan 15Kukdo Chemical (KRX:007690) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩36,600, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total loss to shareholders of 9.3% over the past three years.
分析記事 • Nov 24Kukdo Chemical's (KRX:007690) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Kukdo Chemical Co., Ltd.'s ( KRX:007690 ) stock hasn't moved much...
分析記事 • Jul 21Kukdo Chemical Co., Ltd.'s (KRX:007690) Share Price Not Quite Adding UpThere wouldn't be many who think Kukdo Chemical Co., Ltd.'s ( KRX:007690 ) price-to-sales (or "P/S") ratio of 0.3x is...
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₩1,029 (vs ₩894 in FY 2023)Full year 2024 results: EPS: ₩1,029 (up from ₩894 in FY 2023). Revenue: ₩1.31t (flat on FY 2023). Net income: ₩8.84b (up 15% from FY 2023). Profit margin: 0.7% (up from 0.6% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Feb 28Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 07 March 2025. Payment date: 25 March 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.0%).
分析記事 • Feb 17Kukdo Chemical Co., Ltd.'s (KRX:007690) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Korea, you could be...
お知らせ • Jan 24Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 14, 2025Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 14, 2025, at 10:00 Tokyo Standard Time. Location: forest hall, geumcheon-gu, seoul South Korea
Buy Or Sell Opportunity • Dec 13Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to ₩28,400. The fair value is estimated to be ₩23,648, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 14Here's Why Kukdo Chemical (KRX:007690) 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 06Does Kukdo Chemical (KRX:007690) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • May 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 190% Dividend yield: 3.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: ₩921 (vs ₩8,626 in FY 2022)Full year 2023 results: EPS: ₩921 (down from ₩8,626 in FY 2022). Revenue: ₩1.31t (down 18% from FY 2022). Net income: ₩7.70b (down 90% from FY 2022). Profit margin: 0.6% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩1,400 per share at 3.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 28 March 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩41,650, the stock trades at a trailing P/E ratio of 19.9x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 20Second quarter 2023 earnings released: EPS: ₩507 (vs ₩4,493 in 2Q 2022)Second quarter 2023 results: EPS: ₩507 (down from ₩4,493 in 2Q 2022). Revenue: ₩346.8b (down 21% from 2Q 2022). Net income: ₩4.23b (down 89% from 2Q 2022). Profit margin: 1.2% (down from 8.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩1,260 (vs ₩3,811 in 1Q 2022)First quarter 2023 results: EPS: ₩1,260 (down from ₩3,811 in 1Q 2022). Revenue: ₩343.6b (down 18% from 1Q 2022). Net income: ₩10.6b (down 68% from 1Q 2022). Profit margin: 3.1% (down from 7.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: ₩8,626 (vs ₩21,321 in FY 2021)Full year 2022 results: EPS: ₩8,626 (down from ₩21,321 in FY 2021). Revenue: ₩1.60t (up 1.6% from FY 2021). Net income: ₩74.3b (down 53% from FY 2021). Profit margin: 4.6% (down from 10.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩2,200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.4%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Eun-Taek Lee was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Eun-Taek Lee was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 13Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: ₩21,321 (up from ₩4,381 in FY 2020). Revenue: ₩1.58t (up 39% from FY 2020). Net income: ₩157.7b (up 436% from FY 2020). Profit margin: 10.0% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 6.6% compared to a 20% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of ₩978 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 5.2% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩5,766 (vs ₩952 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩408.8b (up 43% from 3Q 2020). Net income: ₩43.6b (up ₩37.2b from 3Q 2020). Profit margin: 11% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩75,600, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 19x in the Chemicals industry in South Korea. Total returns to shareholders of 93% over the past three years.
お知らせ • Aug 14Kukdo Chemical Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 94.4 billion.Kukdo Chemical Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 94.4 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,600,000 Price\Range: KRW 59000 Transaction Features: ESOP Related Offering; Rights Offering
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩80,000, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 20x in the Chemicals industry in South Korea. Total returns to shareholders of 53% over the past three years.
お知らせ • Jun 25Kukdo Chemical Co., Ltd. (KOSE:A007690) entered into an agreement to acquire SEOKYO HEUNGUP CO., LTD. for KRW 65 billion.Kukdo Chemical Co., Ltd. (KOSE:A007690) entered into an agreement to acquire SEOKYO HEUNGUP CO., LTD. for KRW 65 billion on June 26, 2021. The first installment of KRW 1 billion will be paid by June 2021, the second payment of KRW12 billion will be paid by July 2021, the third payment of KRW 19.5 billion will be paid by January 2022 and the third payment of KRW 32.5 billon will be paid by July 2022. As a part of the agreement 0.04 million shares were acquired. As of December 31, 2020, SEOKYO HEUNGUP reported total assets of KRW 49.77 billion, total equity of KRW 22.92 billion, capital of KRW 400 million, sale of KRW 1.47 billion and net income of KRW 650.46 billion. The Kukdo Chemical board resolution was provided on June 24, 2021. The transaction is expected to be completed by July 4, 2022.
Reported Earnings • May 23First quarter 2021 earnings released: EPS ₩3,659 (vs ₩1,209 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩310.9b (up 11% from 1Q 2020). Net income: ₩19.9b (up 197% from 1Q 2020). Profit margin: 6.4% (up from 2.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Apr 29Kukdo Chemical (KRX:007690) Will Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Apr 07Estimating The Fair Value Of Kukdo Chemical Co., Ltd. (KRX:007690)How far off is Kukdo Chemical Co., Ltd. ( KRX:007690 ) from its intrinsic value? Using the most recent financial data...
分析記事 • Mar 23We Think Kukdo Chemical (KRX:007690) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 14Full year 2020 earnings released: EPS ₩5,376 (vs ₩6,297 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₩1.13t (up 1.0% from FY 2019). Net income: ₩29.4b (down 16% from FY 2019). Profit margin: 2.6% (down from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 16% 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.
Is New 90 Day High Low • Mar 11New 90-day high: ₩58,500The company is up 6.0% from its price of ₩55,000 on 11 December 2020. The South Korean market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Chemicals industry, which is up 9.0% over the same period.
分析記事 • Mar 07You Have To Love Kukdo Chemical Co., Ltd.'s (KRX:007690) DividendToday we'll take a closer look at Kukdo Chemical Co., Ltd. ( KRX:007690 ) from a dividend investor's perspective...
お知らせ • Feb 20Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 19, 2021Kukdo Chemical Co., Ltd., Annual General Meeting, Mar 19, 2021, at 10:00 Korea Standard Time.
分析記事 • Feb 17Should Kukdo Chemical (KRX:007690) Be Disappointed With Their 26% Profit?We believe investing is smart because history shows that stock markets go higher in the long term. But if you choose...
分析記事 • Jan 29Is Kukdo Chemical Co., Ltd.'s (KRX:007690) Shareholder Ownership Skewed Towards Insiders?If you want to know who really controls Kukdo Chemical Co., Ltd. ( KRX:007690 ), then you'll have to look at the makeup...
分析記事 • Jan 11Should You Be Impressed By Kukdo Chemical's (KRX:007690) Returns on Capital?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Dec 24Here's What We Like About Kukdo Chemical's (KRX:007690) Upcoming DividendReaders hoping to buy Kukdo Chemical Co., Ltd. ( KRX:007690 ) for its dividend will need to make their move shortly, as...
分析記事 • Dec 17Here's Why Kukdo Chemical (KRX:007690) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Is New 90 Day High Low • Dec 17New 90-day high: ₩58,200The company is up 24% from its price of ₩46,850 on 18 September 2020. The South Korean market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period.
Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 21% share price gain to ₩54,900, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 7.8x. This compares to an average P/E of 15x in the Chemicals industry in South Korea. Total return to shareholders over the past three years is a loss of 10%.
分析記事 • Nov 30What Makes Kukdo Chemical Co., Ltd. (KRX:007690) A Great Dividend Stock?Today we'll take a closer look at Kukdo Chemical Co., Ltd. (KRX:007690) from a dividend investor's perspective. Owning...
Is New 90 Day High Low • Nov 27New 90-day high: ₩49,900The company is up 29% from its price of ₩38,700 on 28 August 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.