Kolon Industries（A120110）株式概要韓国内外で産業資材、化学品、フィルム／電子材料、ファッション事業を展開。 詳細A120110 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より36.8%で取引されている 収益は年間44.97%増加すると予測されています アナリストらは、株価が48.6%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない 財務結果に影響を与える大きな一時的項目 2.04%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るA120110 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₩Current Price₩63.60k9.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07t2016201920222025202620282031Revenue ₩7.0tEarnings ₩72.0bAdvancedSet Fair ValueView all narrativesKolon Industries, Inc. 競合他社Kumho Petro ChemicalLtdSymbol: KOSE:A011780Market cap: ₩3.0tHyosung TNCSymbol: KOSE:A298020Market cap: ₩1.4tLake MaterialsSymbol: KOSDAQ:A281740Market cap: ₩1.1tHankuk CarbonSymbol: KOSE:A017960Market cap: ₩1.7t価格と性能株価の高値、安値、推移の概要Kolon Industries過去の株価現在の株価₩63,600.0052週高値₩104,900.0052週安値₩32,900.00ベータ0.831ヶ月の変化-10.42%3ヶ月変化-9.27%1年変化86.78%3年間の変化17.13%5年間の変化-13.11%IPOからの変化45.04%最新ニュースValuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩72,300, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩104,246 per share.分析記事 • May 29Kolon Industries' (KRX:120110) Conservative Accounting Might Explain Soft EarningsKolon Industries, Inc.'s ( KRX:120110 ) earnings announcement last week didn't impress shareholders. However, our...分析記事 • May 20Is Now The Time To Look At Buying Kolon Industries, Inc. (KRX:120110)?Kolon Industries, Inc. ( KRX:120110 ), is not the largest company out there, but it led the KOSE gainers with a...Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ₩85,700. The fair value is estimated to be ₩108,552, 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. Earnings per share has declined by 59%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.お知らせ • Apr 25Kolon Industries, Inc. to Report Q1, 2026 Results on May 08, 2026Kolon Industries, Inc. announced that they will report Q1, 2026 results on May 08, 2026Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 113% to ₩87,400. The fair value is estimated to be ₩112,097, 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. Earnings per share has declined by 60%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 423% in the next 2 years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩72,300, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩104,246 per share.分析記事 • May 29Kolon Industries' (KRX:120110) Conservative Accounting Might Explain Soft EarningsKolon Industries, Inc.'s ( KRX:120110 ) earnings announcement last week didn't impress shareholders. However, our...分析記事 • May 20Is Now The Time To Look At Buying Kolon Industries, Inc. (KRX:120110)?Kolon Industries, Inc. ( KRX:120110 ), is not the largest company out there, but it led the KOSE gainers with a...Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ₩85,700. The fair value is estimated to be ₩108,552, 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. Earnings per share has declined by 59%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.お知らせ • Apr 25Kolon Industries, Inc. to Report Q1, 2026 Results on May 08, 2026Kolon Industries, Inc. announced that they will report Q1, 2026 results on May 08, 2026Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 113% to ₩87,400. The fair value is estimated to be ₩112,097, 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. Earnings per share has declined by 60%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 423% in the next 2 years.お知らせ • Apr 03Kolon Industries, Inc. (KOSE:A120110) completed the acquisition of the remaining 33.32% stake in Kolon ENP (KOSE:A138490).Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved. The expected completion of the transaction is April 1, 2026. Kolon Industries, Inc. (KOSE:A120110) completed the acquisition of the remaining 33.32% stake in Kolon ENP (KOSE:A138490) on April 1, 2026.New Risk • Apr 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 57% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (270% payout ratio). Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).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 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: 270% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin).Upcoming Dividend • Mar 05Upcoming dividend of ₩700 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 29 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.4%).お知らせ • Feb 13Kolon Industries, Inc. to Report Q4, 2025 Results on Feb 27, 2026Kolon Industries, Inc. announced that they will report Q4, 2025 results on Feb 27, 2026Price Target Changed • Feb 12Price target increased by 14% to ₩68,000Up from ₩59,667, the current price target is an average from 2 analysts. New target price is 8.5% above last closing price of ₩62,700. Stock is up 116% over the past year. The company is forecast to post earnings per share of ₩2,410 for next year compared to ₩2,383 last year.New Risk • Feb 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 270% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin).分析記事 • Feb 03Subdued Growth No Barrier To Kolon Industries, Inc. (KRX:120110) With Shares Advancing 35%Despite an already strong run, Kolon Industries, Inc. ( KRX:120110 ) shares have been powering on, with a gain of 35...分析記事 • Jan 23Is There An Opportunity With Kolon Industries, Inc.'s (KRX:120110) 48% Undervaluation?Key Insights Kolon Industries' estimated fair value is ₩91,620 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jan 02Kolon Industries (KRX:120110) 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 • Nov 25Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion.Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved. The expected completion of the transaction is April 1, 2026.分析記事 • Nov 17Kolon Industries, Inc.'s (KRX:120110) Shares Climb 30% But Its Business Is Yet to Catch UpThe Kolon Industries, Inc. ( KRX:120110 ) share price has done very well over the last month, posting an excellent gain...Major Estimate Revision • Nov 15Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩3,817 to ₩2,272 per share. Revenue forecast steady at ₩4.99b. Net income forecast to grow 457% next year vs 49% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩57,000 to ₩59,667. Share price rose 22% to ₩42,000 over the past week.分析記事 • Nov 12Capital Allocation Trends At Kolon Industries (KRX:120110) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩40,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 4.7% over the past three years.お知らせ • Oct 31Kolon Industries, Inc. to Report Nine Months, 2025 Results on Nov 12, 2025Kolon Industries, Inc. announced that they will report nine months, 2025 results on Nov 12, 2025分析記事 • Oct 22Should You Think About Buying Kolon Industries, Inc. (KRX:120110) Now?While Kolon Industries, Inc. ( KRX:120110 ) might not have the largest market cap around , it saw a double-digit share...分析記事 • Sep 25Why Investors Shouldn't Be Surprised By Kolon Industries, Inc.'s (KRX:120110) Low P/SKolon Industries, Inc.'s ( KRX:120110 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...Upcoming Dividend • Aug 14Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Jul 29Kolon Industries, Inc. to Report First Half, 2025 Results on Aug 08, 2025Kolon Industries, Inc. announced that they will report first half, 2025 results on Aug 08, 2025分析記事 • Jul 18Investors Could Be Concerned With Kolon Industries' (KRX:120110) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Jul 02Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩4.85b to ₩4.97b. EPS estimate increased from ₩2,990 to ₩3,817 per share. Net income forecast to grow 140% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩48,500 to ₩53,000. Share price rose 17% to ₩45,950 over the past week.Price Target Changed • Jul 01Price target increased by 9.3% to ₩53,000Up from ₩48,500, the current price target is an average from 4 analysts. New target price is 18% above last closing price of ₩44,900. Stock is up 19% over the past year. The company is forecast to post earnings per share of ₩3,817 for next year compared to ₩2,383 last year.分析記事 • Jun 24Kolon Industries, Inc.'s (KRX:120110) 31% Price Boost Is Out Of Tune With EarningsThe Kolon Industries, Inc. ( KRX:120110 ) share price has done very well over the last month, posting an excellent gain...分析記事 • Jun 24What Kolon Industries, Inc.'s (KRX:120110) 31% Share Price Gain Is Not Telling YouThe Kolon Industries, Inc. ( KRX:120110 ) share price has done very well over the last month, posting an excellent gain...New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 19% 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 (2.5x net interest cover). Earnings have declined by 19% 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 (1.1% net profit margin).Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩39,300, 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 20% over the past three years.New Risk • May 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 1.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.2% net profit margin).Board Change • Apr 23High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Outside Director Jung-Won Lee was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21Kolon Industries, Inc. to Report Q1, 2025 Results on May 08, 2025Kolon Industries, Inc. announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Feb 21Kolon Industries, Inc., Annual General Meeting, Mar 26, 2025Kolon Industries, Inc., Annual General Meeting, Mar 26, 2025, at 08:30 Tokyo Standard Time. Location: conference room, 110, magokdong-ro, gangseo-gu, seoul South Korea分析記事 • Feb 20Revenues Not Telling The Story For Kolon Industries, Inc. (KRX:120110) After Shares Rise 26%Kolon Industries, Inc. ( KRX:120110 ) shareholders have had their patience rewarded with a 26% share price jump in the...お知らせ • Feb 19Kolon Industries, Inc. to Report Q4, 2024 Results on Feb 21, 2025Kolon Industries, Inc. announced that they will report Q4, 2024 results on Feb 21, 2025Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩34,650, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 40% over the past three years.分析記事 • Feb 17Is Kolon Industries (KRX:120110) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Dec 16Is Now An Opportune Moment To Examine Kolon Industries, Inc. (KRX:120110)?Kolon Industries, Inc. ( KRX:120110 ), might not be a large cap stock, but it saw a double-digit share price rise of...Major Estimate Revision • Nov 27Consensus EPS estimates increase by 32%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,823 to ₩3,720. Revenue forecast steady at ₩4.87b. Net income forecast to grow 383% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩53,500 to ₩51,000. Share price rose 2.1% to ₩28,650 over the past week.分析記事 • Nov 25Kolon Industries' (KRX:120110) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern Kolon Industries, Inc.'s ( KRX:120110 ) shareholders over the last week. We did...Price Target Changed • Nov 11Price target decreased by 9.3% to ₩53,500Down from ₩59,000, the current price target is an average from 4 analysts. New target price is 80% above last closing price of ₩29,800. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩2,823 for next year compared to ₩1,165 last year.Major Estimate Revision • Oct 18Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩5.06b to ₩4.95b. EPS estimate also fell from ₩4,793 per share to ₩3,917 per share. Net income forecast to grow 969% next year vs 55% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩59,000 to ₩57,400. Share price fell 3.4% to ₩32,800 over the past week.分析記事 • Sep 28Here's Why Kolon Industries (KRX:120110) Is Weighed Down By Its Debt LoadWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Sep 06Kolon Industries, Inc.'s (KRX:120110) Business And Shares Still Trailing The IndustryKolon Industries, Inc.'s ( KRX:120110 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...Reported Earnings • Aug 13Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ₩1.28t (down 4.7% from 2Q 2023). Net income: ₩44.0b (up 40% from 2Q 2023). Profit margin: 3.4% (up from 2.3% in 2Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in South Korea.お知らせ • Aug 04Kolon Industries, Inc. to Report First Half, 2024 Results on Aug 09, 2024Kolon Industries, Inc. announced that they will report first half, 2024 results on Aug 09, 2024分析記事 • Jul 12What Does Kolon Industries, Inc.'s (KRX:120110) Share Price Indicate?Kolon Industries, Inc. ( KRX:120110 ), is not the largest company out there, but it saw a decent share price growth of...分析記事 • May 21Here's Why Kolon Industries (KRX:120110) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • May 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Board Change • May 12High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Won Duk Lee was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30Kolon Industries, Inc. to Report Q1, 2024 Results on May 09, 2024Kolon Industries, Inc. announced that they will report Q1, 2024 results on May 09, 2024分析記事 • Mar 28Investors Can Find Comfort In Kolon Industries' (KRX:120110) Earnings QualityShareholders appeared unconcerned with Kolon Industries, Inc.'s ( KRX:120110 ) lackluster earnings report last week. We...Major Estimate Revision • Mar 06Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩5,070 to ₩3,997 per share. Revenue forecast steady at ₩5.24b. Net income forecast to grow 99% next year vs 52% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩61,200 to ₩59,600. Share price fell 8.1% to ₩37,000 over the past week.お知らせ • Mar 01Kolon Industries, Inc., Annual General Meeting, Mar 28, 2024Kolon Industries, Inc., Annual General Meeting, Mar 28, 2024, at 09:01 Korea Standard Time. Location: Magok-dong) 110, Magokdong-ro, Gangseo-gu, Seoul, Multipurpose Hall at 2F of Kolon One & Only Tower Seoul South Korea Agenda: To consider the Approval of the 14th period(January 1~December 31, 2023) financial statement; Changes in the Articles; to consider the Appointment of directors (2 inside directors, 1 outside director); to consider the Appointment of an outside director becoming a member of the audit committee; to consider the Approval of the directors' compensation limit; to consider the Approval of changes in executive severance pay.お知らせ • Feb 22Kolon Industries, Inc. to Report Fiscal Year 2023 Results on Feb 27, 2024Kolon Industries, Inc. announced that they will report fiscal year 2023 results on Feb 27, 2024Upcoming Dividend • Dec 20Upcoming dividend of ₩1,300 per share at 2.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).Major Estimate Revision • Nov 29Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ₩2,719 to ₩3,265. Revenue forecast steady at ₩5.11b. Net income forecast to grow 120% next year vs 118% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩64,250 to ₩62,600. Share price was steady at ₩43,150 over the past week.New Risk • Nov 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Major Estimate Revision • Nov 11Consensus EPS estimates fall by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩5.19b to ₩5.13b. EPS estimate also fell from ₩4,498 per share to ₩2,873 per share. Net income forecast to grow 30% next year vs 72% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩68,750 to ₩64,250. Share price fell 9.0% to ₩41,450 over the past week.お知らせ • Nov 01Kolon Industries, Inc. to Report Q3, 2023 Results on Nov 08, 2023Kolon Industries, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ₩1,345 (vs ₩1,112 in 2Q 2022)Second quarter 2023 results: EPS: ₩1,345 (up from ₩1,112 in 2Q 2022). Revenue: ₩1.35t (down 3.0% from 2Q 2022). Net income: ₩37.0b (up 12% from 2Q 2022). Profit margin: 2.7% (up from 2.4% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Aug 01Kolon Industries, Inc. to Report Q2, 2023 Results on Aug 07, 2023Kolon Industries, Inc. announced that they will report Q2, 2023 results on Aug 07, 2023Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩55,300, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 86% over the past three years.Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩5,848 (down from ₩7,031 in FY 2021). Revenue: ₩5.37t (up 15% from FY 2021). Net income: ₩177.2b (down 16% from FY 2021). Profit margin: 3.3% (down from 4.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 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 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 20Kolon Industries, Inc. to Report Q4, 2022 Results on Feb 27, 2023Kolon Industries, Inc. announced that they will report Q4, 2022 results on Feb 27, 2023お知らせ • Jan 12Kolon Industries Inc. Targets the European Market with Eco-Friendly Products Through World-Wide Platform, 'DOMOTEX Hannover 2023'Kolon Industries Inc. exhibits its polyester spunbond textile (brand name: FINON) at 'DOMOTEX Hannover 2023' in Germany from 12-15 January (local time). The company plans to speed up the implementation of global marketing strategy in the European market through this world wide opportunity. 'Domotex Hannover 2023' is a world leading trade fair for carpets and floor coverings. Exhibitors and trade show attendees introduce and exchange information about the latest trends in the global flooring industry. It has been held every year since it was first held in Hannover, Germany in 1989 and more than 730 exhibitors from 50 nations are participating this year. The South Korean textile maker has been exhibiting in DOMOTEX Hannover every year since 2011. This time, the company is focusing on networks and enhancing partnerships with customers by presenting the newly launched eco-friendly PET spunbond line-up, the brand name "FINON ECO". In particular, the company was the only non-woven textile manufacturer to participate in 'THE GREEN COLLECTION', a special eco-friendly product exhibition of DOMOTEX Hannover. "FINON ECO" has been proven to be effective in sustainability by obtaining the GRS (Global Recycle Standard) and EPD (Environmental Product Declaration) certificates. Polyester spunbond is a non-woven fabric that is bonded after being spun in the form of filaments. It is widely used as carpet backing, media filters, construction, civil engineering materials and more. Kolon Industries Inc. was the first synthetic textile manufacturing company in South Korea and started the spunbond business in 1985. It has developed its own technologies to supply high quality products with excellent mechanical properties and durability to customers worldwide.Price Target Changed • Dec 29Price target decreased to ₩73,333Down from ₩81,000, the current price target is an average from 3 analysts. New target price is 78% above last closing price of ₩41,150. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩6,876 for next year compared to ₩6,444 last year.Upcoming Dividend • Dec 21Upcoming dividend of ₩1,300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 27 April 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.4%).Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Standing Director Hee Gon Eun was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Jun 04Price target decreased to ₩88,000Down from ₩98,400, the current price target is an average from 4 analysts. New target price is 28% above last closing price of ₩68,600. Stock is up 9.4% over the past year. The company is forecast to post earnings per share of ₩8,062 for next year compared to ₩6,444 last year.Major Estimate Revision • May 06Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩5.13b to ₩5.43b. EPS estimate increased from ₩6,796 to ₩8,456 per share. Net income forecast to grow 0.3% next year vs 2.3% decline forecast for Chemicals industry in South Korea. Consensus price target up from ₩97,400 to ₩99,400. Share price rose 11% to ₩69,000 over the past week.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Ki Yong Bae was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Mar 03Price target decreased to ₩92,500Down from ₩100,333, the current price target is an average from 6 analysts. New target price is 51% above last closing price of ₩61,100. Stock is up 12% over the past year. The company is forecast to post earnings per share of ₩8,300 for next year compared to ₩6,078 last year.Major Estimate Revision • Mar 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩4.81b to ₩5.08b. EPS estimate fell from ₩7,310 to ₩6,415 per share. Net income forecast to grow 26% next year vs 28% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩100,333 to ₩95,833. Share price fell 4.7% to ₩58,600 over the past week.Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 27 April 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.4%).Price Target Changed • Nov 11Price target increased to ₩97,000Up from ₩89,833, the current price target is an average from 7 analysts. New target price is 23% above last closing price of ₩78,600. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₩8,324 for next year compared to ₩6,078 last year.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₩89,300, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩138,717 per share.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩94,900, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩105,927 per share.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩83,500, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩105,265 per share.Major Estimate Revision • Aug 06Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩6,778 to ₩7,745. Revenue forecast steady at ₩4.63b. Net income forecast to grow 277% next year vs 72% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩85,667 to ₩89,833. Share price fell 3.1% to ₩78,400 over the past week.Major Estimate Revision • May 07Consensus EPS estimates increase to ₩6,153The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩4.54b to ₩4.60b. EPS estimate increased from ₩5,179 to ₩6,153 per share. Net income forecast to shrink 8.0% next year vs 88% growth forecast for Chemicals industry in South Korea . Consensus price target up from ₩76,200 to ₩79,200. Share price rose 7.1% to ₩64,800 over the past week.Price Target Changed • Apr 25Price target increased to ₩76,200Up from ₩69,667, the current price target is an average from 5 analysts. New target price is 19% above last closing price of ₩64,100. Stock is up 121% over the past year.Price Target Changed • Mar 19Price target increased to ₩67,500Up from ₩62,167, the current price target is an average from 6 analysts. New target price is 19% above last closing price of ₩56,600. Stock is up 141% over the past year.分析記事 • Mar 15What You Need To Know About Kolon Industries, Inc.'s (KRX:120110) Investor CompositionIf you want to know who really controls Kolon Industries, Inc. ( KRX:120110 ), then you'll have to look at the makeup...分析記事 • Feb 28Is Kolon Industries (KRX:120110) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Feb 28Analysts increase EPS estimates to ₩4,255The 2021 consensus revenue estimate increased from ₩4.29b to ₩4.64b. The earnings per share estimate also received an upgrade from ₩3,566 to ₩4,255 for the same period. Net income is expected to shrink by 3.1% next year compared to 51% growth forecast for the Chemicals industry in South Korea . The consensus price target increased from ₩59,333 to ₩62,167. Share price is up 3.8% to ₩55,000 over the past week.Is New 90 Day High Low • Feb 10New 90-day high: ₩55,900The company is up 46% from its price of ₩38,200 on 12 November 2020. The South Korean market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩34,214 per share.分析記事 • Feb 09Kolon Industries, Inc.'s (KRX:120110) 1.7% Dividend Yield Looks Pretty InterestingIs Kolon Industries, Inc. ( KRX:120110 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Price Target Changed • Feb 03Price target raised to ₩54,333Up from ₩46,417, the current price target is an average from 6 analysts. The new target price is close to the current share price of ₩53,300. As of last close, the stock is up 26% over the past year.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩53,300, 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 17x in the Chemicals industry in South Korea. Total return to shareholders over the past three years is a loss of 24%.分析記事 • Jan 25A Look At The Intrinsic Value Of Kolon Industries, Inc. (KRX:120110)How far off is Kolon Industries, Inc. ( KRX:120110 ) from its intrinsic value? Using the most recent financial data...Is New 90 Day High Low • Jan 25New 90-day high: ₩45,500The company is up 24% from its price of ₩36,600 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 Chemicals industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩39,004 per share.分析記事 • Jan 10Should You Rely On Kolon Industries's (KRX:120110) Earnings Growth?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...Is New 90 Day High Low • Jan 06New 90-day high: ₩42,150The company is up 10.0% from its price of ₩38,200 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩38,591 per share.分析記事 • Dec 24Be Sure To Check Out Kolon Industries, Inc. (KRX:120110) Before It Goes Ex-DividendIt looks like Kolon Industries, Inc. ( KRX:120110 ) is about to go ex-dividend in the next 3 days. This means that...株主還元A120110KR ChemicalsKR 市場7D-13.8%3.5%15.6%1Y86.8%39.3%185.0%株主還元を見る業界別リターン: A120110過去 1 年間で39.3 % の収益を上げたKR Chemicals業界を上回りました。リターン対市場: A120110は、過去 1 年間で185 % のリターンを上げたKR市場を下回りました。価格変動Is A120110's price volatile compared to industry and market?A120110 volatilityA120110 Average Weekly Movement10.7%Chemicals Industry Average Movement8.8%Market Average Movement8.8%10% most volatile stocks in KR Market16.1%10% least volatile stocks in KR Market4.5%安定した株価: A120110 、 KR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: A120110の 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19573,956Sung Huhwww.kolonindustries.com韓国内外で産業資材、化学品、フィルム・電子材料、ファッション事業を展開。同社は、ポリエステルおよびハイブリッドタイヤコード、エアバッグ、テクニカルヤーン、芳香族ポリアミド繊維、人工皮革、Fininブランドのスパンボンド不織布、メンブレン加湿器、高分子電解質膜、メンブレン電極アセンブリ、ベントコンポーネントなどの産業資材を生産・販売している。また、ポリエステル、ナイロン、バリア、メタライズド、プリズム、ドライ、透明ポリイミドフィルム、パネル材料も提供している。さらに、炭化水素樹脂、フェノール樹脂、エポキシ樹脂、ポリウレタン樹脂、PET樹脂も提供している。さらに、アウトドアウェア、スポーツウェア、ゴルフウェア、メンズウェア、レディスウェア、キッズウェア、ライフスタイル製品、アクセサリー、ワークウェア、ユニセックス製品、プレミアム製品、化粧品も提供している。さらに、オン・オフの小売店も運営している。は1957 年に設立され、本社は韓国のソウルにある。もっと見るKolon Industries, Inc. 基礎のまとめKolon Industries の収益と売上を時価総額と比較するとどうか。A120110 基礎統計学時価総額₩2.05t収益（TTM）₩50.41b売上高(TTM)₩4.88t41.3xPER（株価収益率0.4xP/SレシオA120110 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A120110 損益計算書（TTM）収益₩4.88t売上原価₩3.57t売上総利益₩1.31tその他の費用₩1.26t収益₩50.41b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.54kグロス・マージン26.83%純利益率1.03%有利子負債／自己資本比率59.6%A120110 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.0%現在の配当利回り159%配当性向View Valuation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2026/06/19 10:12終値2026/06/19 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Kolon Industries, Inc. 4 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。15 アナリスト機関P. K. ParkCGS InternationalBelinda MooreCGS InternationalKenneth ShinCLSA12 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩72,300, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩104,246 per share.
分析記事 • May 29Kolon Industries' (KRX:120110) Conservative Accounting Might Explain Soft EarningsKolon Industries, Inc.'s ( KRX:120110 ) earnings announcement last week didn't impress shareholders. However, our...
分析記事 • May 20Is Now The Time To Look At Buying Kolon Industries, Inc. (KRX:120110)?Kolon Industries, Inc. ( KRX:120110 ), is not the largest company out there, but it led the KOSE gainers with a...
Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ₩85,700. The fair value is estimated to be ₩108,552, 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. Earnings per share has declined by 59%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.
お知らせ • Apr 25Kolon Industries, Inc. to Report Q1, 2026 Results on May 08, 2026Kolon Industries, Inc. announced that they will report Q1, 2026 results on May 08, 2026
Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 113% to ₩87,400. The fair value is estimated to be ₩112,097, 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. Earnings per share has declined by 60%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 423% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩72,300, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩104,246 per share.
分析記事 • May 29Kolon Industries' (KRX:120110) Conservative Accounting Might Explain Soft EarningsKolon Industries, Inc.'s ( KRX:120110 ) earnings announcement last week didn't impress shareholders. However, our...
分析記事 • May 20Is Now The Time To Look At Buying Kolon Industries, Inc. (KRX:120110)?Kolon Industries, Inc. ( KRX:120110 ), is not the largest company out there, but it led the KOSE gainers with a...
Buy Or Sell Opportunity • May 12Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ₩85,700. The fair value is estimated to be ₩108,552, 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. Earnings per share has declined by 59%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.
お知らせ • Apr 25Kolon Industries, Inc. to Report Q1, 2026 Results on May 08, 2026Kolon Industries, Inc. announced that they will report Q1, 2026 results on May 08, 2026
Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 113% to ₩87,400. The fair value is estimated to be ₩112,097, 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. Earnings per share has declined by 60%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 423% in the next 2 years.
お知らせ • Apr 03Kolon Industries, Inc. (KOSE:A120110) completed the acquisition of the remaining 33.32% stake in Kolon ENP (KOSE:A138490).Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved. The expected completion of the transaction is April 1, 2026. Kolon Industries, Inc. (KOSE:A120110) completed the acquisition of the remaining 33.32% stake in Kolon ENP (KOSE:A138490) on April 1, 2026.
New Risk • Apr 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 57% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (270% payout ratio). Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
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 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: 270% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin).
Upcoming Dividend • Mar 05Upcoming dividend of ₩700 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 29 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (1.4%).
お知らせ • Feb 13Kolon Industries, Inc. to Report Q4, 2025 Results on Feb 27, 2026Kolon Industries, Inc. announced that they will report Q4, 2025 results on Feb 27, 2026
Price Target Changed • Feb 12Price target increased by 14% to ₩68,000Up from ₩59,667, the current price target is an average from 2 analysts. New target price is 8.5% above last closing price of ₩62,700. Stock is up 116% over the past year. The company is forecast to post earnings per share of ₩2,410 for next year compared to ₩2,383 last year.
New Risk • Feb 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 270% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Profit margins are more than 30% lower than last year (0.3% net profit margin).
分析記事 • Feb 03Subdued Growth No Barrier To Kolon Industries, Inc. (KRX:120110) With Shares Advancing 35%Despite an already strong run, Kolon Industries, Inc. ( KRX:120110 ) shares have been powering on, with a gain of 35...
分析記事 • Jan 23Is There An Opportunity With Kolon Industries, Inc.'s (KRX:120110) 48% Undervaluation?Key Insights Kolon Industries' estimated fair value is ₩91,620 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Jan 02Kolon Industries (KRX:120110) 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 • Nov 25Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion.Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved. The expected completion of the transaction is April 1, 2026.
分析記事 • Nov 17Kolon Industries, Inc.'s (KRX:120110) Shares Climb 30% But Its Business Is Yet to Catch UpThe Kolon Industries, Inc. ( KRX:120110 ) share price has done very well over the last month, posting an excellent gain...
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩3,817 to ₩2,272 per share. Revenue forecast steady at ₩4.99b. Net income forecast to grow 457% next year vs 49% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩57,000 to ₩59,667. Share price rose 22% to ₩42,000 over the past week.
分析記事 • Nov 12Capital Allocation Trends At Kolon Industries (KRX:120110) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩40,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 4.7% over the past three years.
お知らせ • Oct 31Kolon Industries, Inc. to Report Nine Months, 2025 Results on Nov 12, 2025Kolon Industries, Inc. announced that they will report nine months, 2025 results on Nov 12, 2025
分析記事 • Oct 22Should You Think About Buying Kolon Industries, Inc. (KRX:120110) Now?While Kolon Industries, Inc. ( KRX:120110 ) might not have the largest market cap around , it saw a double-digit share...
分析記事 • Sep 25Why Investors Shouldn't Be Surprised By Kolon Industries, Inc.'s (KRX:120110) Low P/SKolon Industries, Inc.'s ( KRX:120110 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...
Upcoming Dividend • Aug 14Upcoming dividend of ₩600 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Jul 29Kolon Industries, Inc. to Report First Half, 2025 Results on Aug 08, 2025Kolon Industries, Inc. announced that they will report first half, 2025 results on Aug 08, 2025
分析記事 • Jul 18Investors Could Be Concerned With Kolon Industries' (KRX:120110) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Jul 02Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ₩4.85b to ₩4.97b. EPS estimate increased from ₩2,990 to ₩3,817 per share. Net income forecast to grow 140% next year vs 38% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩48,500 to ₩53,000. Share price rose 17% to ₩45,950 over the past week.
Price Target Changed • Jul 01Price target increased by 9.3% to ₩53,000Up from ₩48,500, the current price target is an average from 4 analysts. New target price is 18% above last closing price of ₩44,900. Stock is up 19% over the past year. The company is forecast to post earnings per share of ₩3,817 for next year compared to ₩2,383 last year.
分析記事 • Jun 24Kolon Industries, Inc.'s (KRX:120110) 31% Price Boost Is Out Of Tune With EarningsThe Kolon Industries, Inc. ( KRX:120110 ) share price has done very well over the last month, posting an excellent gain...
分析記事 • Jun 24What Kolon Industries, Inc.'s (KRX:120110) 31% Share Price Gain Is Not Telling YouThe Kolon Industries, Inc. ( KRX:120110 ) share price has done very well over the last month, posting an excellent gain...
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 19% 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 (2.5x net interest cover). Earnings have declined by 19% 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 (1.1% net profit margin).
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩39,300, 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 20% over the past three years.
New Risk • May 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 1.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Board Change • Apr 23High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Outside Director Jung-Won Lee was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21Kolon Industries, Inc. to Report Q1, 2025 Results on May 08, 2025Kolon Industries, Inc. announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Feb 21Kolon Industries, Inc., Annual General Meeting, Mar 26, 2025Kolon Industries, Inc., Annual General Meeting, Mar 26, 2025, at 08:30 Tokyo Standard Time. Location: conference room, 110, magokdong-ro, gangseo-gu, seoul South Korea
分析記事 • Feb 20Revenues Not Telling The Story For Kolon Industries, Inc. (KRX:120110) After Shares Rise 26%Kolon Industries, Inc. ( KRX:120110 ) shareholders have had their patience rewarded with a 26% share price jump in the...
お知らせ • Feb 19Kolon Industries, Inc. to Report Q4, 2024 Results on Feb 21, 2025Kolon Industries, Inc. announced that they will report Q4, 2024 results on Feb 21, 2025
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩34,650, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 40% over the past three years.
分析記事 • Feb 17Is Kolon Industries (KRX:120110) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Dec 16Is Now An Opportune Moment To Examine Kolon Industries, Inc. (KRX:120110)?Kolon Industries, Inc. ( KRX:120110 ), might not be a large cap stock, but it saw a double-digit share price rise of...
Major Estimate Revision • Nov 27Consensus EPS estimates increase by 32%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩2,823 to ₩3,720. Revenue forecast steady at ₩4.87b. Net income forecast to grow 383% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩53,500 to ₩51,000. Share price rose 2.1% to ₩28,650 over the past week.
分析記事 • Nov 25Kolon Industries' (KRX:120110) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern Kolon Industries, Inc.'s ( KRX:120110 ) shareholders over the last week. We did...
Price Target Changed • Nov 11Price target decreased by 9.3% to ₩53,500Down from ₩59,000, the current price target is an average from 4 analysts. New target price is 80% above last closing price of ₩29,800. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩2,823 for next year compared to ₩1,165 last year.
Major Estimate Revision • Oct 18Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩5.06b to ₩4.95b. EPS estimate also fell from ₩4,793 per share to ₩3,917 per share. Net income forecast to grow 969% next year vs 55% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩59,000 to ₩57,400. Share price fell 3.4% to ₩32,800 over the past week.
分析記事 • Sep 28Here's Why Kolon Industries (KRX:120110) Is Weighed Down By Its Debt LoadWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Sep 06Kolon Industries, Inc.'s (KRX:120110) Business And Shares Still Trailing The IndustryKolon Industries, Inc.'s ( KRX:120110 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...
Reported Earnings • Aug 13Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ₩1.28t (down 4.7% from 2Q 2023). Net income: ₩44.0b (up 40% from 2Q 2023). Profit margin: 3.4% (up from 2.3% in 2Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in South Korea.
お知らせ • Aug 04Kolon Industries, Inc. to Report First Half, 2024 Results on Aug 09, 2024Kolon Industries, Inc. announced that they will report first half, 2024 results on Aug 09, 2024
分析記事 • Jul 12What Does Kolon Industries, Inc.'s (KRX:120110) Share Price Indicate?Kolon Industries, Inc. ( KRX:120110 ), is not the largest company out there, but it saw a decent share price growth of...
分析記事 • May 21Here's Why Kolon Industries (KRX:120110) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • May 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Board Change • May 12High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Won Duk Lee was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30Kolon Industries, Inc. to Report Q1, 2024 Results on May 09, 2024Kolon Industries, Inc. announced that they will report Q1, 2024 results on May 09, 2024
分析記事 • Mar 28Investors Can Find Comfort In Kolon Industries' (KRX:120110) Earnings QualityShareholders appeared unconcerned with Kolon Industries, Inc.'s ( KRX:120110 ) lackluster earnings report last week. We...
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩5,070 to ₩3,997 per share. Revenue forecast steady at ₩5.24b. Net income forecast to grow 99% next year vs 52% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩61,200 to ₩59,600. Share price fell 8.1% to ₩37,000 over the past week.
お知らせ • Mar 01Kolon Industries, Inc., Annual General Meeting, Mar 28, 2024Kolon Industries, Inc., Annual General Meeting, Mar 28, 2024, at 09:01 Korea Standard Time. Location: Magok-dong) 110, Magokdong-ro, Gangseo-gu, Seoul, Multipurpose Hall at 2F of Kolon One & Only Tower Seoul South Korea Agenda: To consider the Approval of the 14th period(January 1~December 31, 2023) financial statement; Changes in the Articles; to consider the Appointment of directors (2 inside directors, 1 outside director); to consider the Appointment of an outside director becoming a member of the audit committee; to consider the Approval of the directors' compensation limit; to consider the Approval of changes in executive severance pay.
お知らせ • Feb 22Kolon Industries, Inc. to Report Fiscal Year 2023 Results on Feb 27, 2024Kolon Industries, Inc. announced that they will report fiscal year 2023 results on Feb 27, 2024
Upcoming Dividend • Dec 20Upcoming dividend of ₩1,300 per share at 2.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).
Major Estimate Revision • Nov 29Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ₩2,719 to ₩3,265. Revenue forecast steady at ₩5.11b. Net income forecast to grow 120% next year vs 118% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩64,250 to ₩62,600. Share price was steady at ₩43,150 over the past week.
New Risk • Nov 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩5.19b to ₩5.13b. EPS estimate also fell from ₩4,498 per share to ₩2,873 per share. Net income forecast to grow 30% next year vs 72% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩68,750 to ₩64,250. Share price fell 9.0% to ₩41,450 over the past week.
お知らせ • Nov 01Kolon Industries, Inc. to Report Q3, 2023 Results on Nov 08, 2023Kolon Industries, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ₩1,345 (vs ₩1,112 in 2Q 2022)Second quarter 2023 results: EPS: ₩1,345 (up from ₩1,112 in 2Q 2022). Revenue: ₩1.35t (down 3.0% from 2Q 2022). Net income: ₩37.0b (up 12% from 2Q 2022). Profit margin: 2.7% (up from 2.4% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Aug 01Kolon Industries, Inc. to Report Q2, 2023 Results on Aug 07, 2023Kolon Industries, Inc. announced that they will report Q2, 2023 results on Aug 07, 2023
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₩55,300, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩5,848 (down from ₩7,031 in FY 2021). Revenue: ₩5.37t (up 15% from FY 2021). Net income: ₩177.2b (down 16% from FY 2021). Profit margin: 3.3% (down from 4.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 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 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 20Kolon Industries, Inc. to Report Q4, 2022 Results on Feb 27, 2023Kolon Industries, Inc. announced that they will report Q4, 2022 results on Feb 27, 2023
お知らせ • Jan 12Kolon Industries Inc. Targets the European Market with Eco-Friendly Products Through World-Wide Platform, 'DOMOTEX Hannover 2023'Kolon Industries Inc. exhibits its polyester spunbond textile (brand name: FINON) at 'DOMOTEX Hannover 2023' in Germany from 12-15 January (local time). The company plans to speed up the implementation of global marketing strategy in the European market through this world wide opportunity. 'Domotex Hannover 2023' is a world leading trade fair for carpets and floor coverings. Exhibitors and trade show attendees introduce and exchange information about the latest trends in the global flooring industry. It has been held every year since it was first held in Hannover, Germany in 1989 and more than 730 exhibitors from 50 nations are participating this year. The South Korean textile maker has been exhibiting in DOMOTEX Hannover every year since 2011. This time, the company is focusing on networks and enhancing partnerships with customers by presenting the newly launched eco-friendly PET spunbond line-up, the brand name "FINON ECO". In particular, the company was the only non-woven textile manufacturer to participate in 'THE GREEN COLLECTION', a special eco-friendly product exhibition of DOMOTEX Hannover. "FINON ECO" has been proven to be effective in sustainability by obtaining the GRS (Global Recycle Standard) and EPD (Environmental Product Declaration) certificates. Polyester spunbond is a non-woven fabric that is bonded after being spun in the form of filaments. It is widely used as carpet backing, media filters, construction, civil engineering materials and more. Kolon Industries Inc. was the first synthetic textile manufacturing company in South Korea and started the spunbond business in 1985. It has developed its own technologies to supply high quality products with excellent mechanical properties and durability to customers worldwide.
Price Target Changed • Dec 29Price target decreased to ₩73,333Down from ₩81,000, the current price target is an average from 3 analysts. New target price is 78% above last closing price of ₩41,150. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩6,876 for next year compared to ₩6,444 last year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩1,300 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 27 April 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.4%).
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Standing Director Hee Gon Eun was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jun 04Price target decreased to ₩88,000Down from ₩98,400, the current price target is an average from 4 analysts. New target price is 28% above last closing price of ₩68,600. Stock is up 9.4% over the past year. The company is forecast to post earnings per share of ₩8,062 for next year compared to ₩6,444 last year.
Major Estimate Revision • May 06Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩5.13b to ₩5.43b. EPS estimate increased from ₩6,796 to ₩8,456 per share. Net income forecast to grow 0.3% next year vs 2.3% decline forecast for Chemicals industry in South Korea. Consensus price target up from ₩97,400 to ₩99,400. Share price rose 11% to ₩69,000 over the past week.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Ki Yong Bae was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Mar 03Price target decreased to ₩92,500Down from ₩100,333, the current price target is an average from 6 analysts. New target price is 51% above last closing price of ₩61,100. Stock is up 12% over the past year. The company is forecast to post earnings per share of ₩8,300 for next year compared to ₩6,078 last year.
Major Estimate Revision • Mar 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩4.81b to ₩5.08b. EPS estimate fell from ₩7,310 to ₩6,415 per share. Net income forecast to grow 26% next year vs 28% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩100,333 to ₩95,833. Share price fell 4.7% to ₩58,600 over the past week.
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 27 April 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.4%).
Price Target Changed • Nov 11Price target increased to ₩97,000Up from ₩89,833, the current price target is an average from 7 analysts. New target price is 23% above last closing price of ₩78,600. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₩8,324 for next year compared to ₩6,078 last year.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₩89,300, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩138,717 per share.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩94,900, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩105,927 per share.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩83,500, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩105,265 per share.
Major Estimate Revision • Aug 06Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₩6,778 to ₩7,745. Revenue forecast steady at ₩4.63b. Net income forecast to grow 277% next year vs 72% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩85,667 to ₩89,833. Share price fell 3.1% to ₩78,400 over the past week.
Major Estimate Revision • May 07Consensus EPS estimates increase to ₩6,153The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩4.54b to ₩4.60b. EPS estimate increased from ₩5,179 to ₩6,153 per share. Net income forecast to shrink 8.0% next year vs 88% growth forecast for Chemicals industry in South Korea . Consensus price target up from ₩76,200 to ₩79,200. Share price rose 7.1% to ₩64,800 over the past week.
Price Target Changed • Apr 25Price target increased to ₩76,200Up from ₩69,667, the current price target is an average from 5 analysts. New target price is 19% above last closing price of ₩64,100. Stock is up 121% over the past year.
Price Target Changed • Mar 19Price target increased to ₩67,500Up from ₩62,167, the current price target is an average from 6 analysts. New target price is 19% above last closing price of ₩56,600. Stock is up 141% over the past year.
分析記事 • Mar 15What You Need To Know About Kolon Industries, Inc.'s (KRX:120110) Investor CompositionIf you want to know who really controls Kolon Industries, Inc. ( KRX:120110 ), then you'll have to look at the makeup...
分析記事 • Feb 28Is Kolon Industries (KRX:120110) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Feb 28Analysts increase EPS estimates to ₩4,255The 2021 consensus revenue estimate increased from ₩4.29b to ₩4.64b. The earnings per share estimate also received an upgrade from ₩3,566 to ₩4,255 for the same period. Net income is expected to shrink by 3.1% next year compared to 51% growth forecast for the Chemicals industry in South Korea . The consensus price target increased from ₩59,333 to ₩62,167. Share price is up 3.8% to ₩55,000 over the past week.
Is New 90 Day High Low • Feb 10New 90-day high: ₩55,900The company is up 46% from its price of ₩38,200 on 12 November 2020. The South Korean market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩34,214 per share.
分析記事 • Feb 09Kolon Industries, Inc.'s (KRX:120110) 1.7% Dividend Yield Looks Pretty InterestingIs Kolon Industries, Inc. ( KRX:120110 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Price Target Changed • Feb 03Price target raised to ₩54,333Up from ₩46,417, the current price target is an average from 6 analysts. The new target price is close to the current share price of ₩53,300. As of last close, the stock is up 26% over the past year.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩53,300, 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 17x in the Chemicals industry in South Korea. Total return to shareholders over the past three years is a loss of 24%.
分析記事 • Jan 25A Look At The Intrinsic Value Of Kolon Industries, Inc. (KRX:120110)How far off is Kolon Industries, Inc. ( KRX:120110 ) from its intrinsic value? Using the most recent financial data...
Is New 90 Day High Low • Jan 25New 90-day high: ₩45,500The company is up 24% from its price of ₩36,600 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 Chemicals industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩39,004 per share.
分析記事 • Jan 10Should You Rely On Kolon Industries's (KRX:120110) Earnings Growth?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
Is New 90 Day High Low • Jan 06New 90-day high: ₩42,150The company is up 10.0% from its price of ₩38,200 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩38,591 per share.
分析記事 • Dec 24Be Sure To Check Out Kolon Industries, Inc. (KRX:120110) Before It Goes Ex-DividendIt looks like Kolon Industries, Inc. ( KRX:120110 ) is about to go ex-dividend in the next 3 days. This means that...
