View ValuationThis company is no longer activeThe company may no longer be operating, as it may be out of business. Find out why through their latest events.See Latest EventsKolon ENP 将来の成長Future 基準チェック /06Kolon ENPの収益は年間1.8%で減少すると予測されていますが、年間収益は年間3.6%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に10.1% 1.9%なると予測されています。主要情報-1.8%収益成長率-1.89%EPS成長率Chemicals 収益成長67.3%収益成長率3.6%将来の株主資本利益率10.10%アナリストカバレッジLow最終更新日26 Aug 2025今後の成長に関する最新情報Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.Price Target Changed • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.すべての更新を表示Recent updatesReported Earnings • Mar 21Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩1,094 (up from ₩1,039 in FY 2024). Revenue: ₩468.7b (down 3.6% from FY 2024). Net income: ₩41.6b (up 5.3% from FY 2024). Profit margin: 8.9% (up from 8.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩10,640, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 21% over the past three years.お知らせ • Feb 20Kolon ENP, Annual General Meeting, Mar 25, 2026Kolon ENP, Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South KoreaValuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,110, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 12% over the past three years.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.Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: ₩350 (vs ₩362 in 3Q 2024)Third quarter 2025 results: EPS: ₩350 (down from ₩362 in 3Q 2024). Revenue: ₩120.2b (down 2.1% from 3Q 2024). Net income: ₩13.3b (down 3.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩8,160, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 10% over the past three years.New Risk • Aug 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩297 (vs ₩240 in 2Q 2024)Second quarter 2025 results: EPS: ₩297 (up from ₩240 in 2Q 2024). Revenue: ₩121.7b (flat on 2Q 2024). Net income: ₩11.3b (up 24% from 2Q 2024). Profit margin: 9.3% (up from 7.6% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Aug 02Kolon ENP to Report First Half, 2025 Results on Aug 06, 2025Kolon ENP announced that they will report first half, 2025 results on Aug 06, 2025分析記事 • Apr 22There's No Escaping Kolon ENP's (KRX:138490) Muted EarningsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a buy right now compared...Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩1,039 (up from ₩863 in FY 2023). Revenue: ₩486.2b (up 6.6% from FY 2023). Net income: ₩39.5b (up 20% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 54%. Revenue is forecast to grow 6.1% 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 increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 20Kolon ENP, Annual General Meeting, Mar 26, 2025Kolon ENP, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South KoreaNew Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2011. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2011 fiscal period end). High level of non-cash earnings (127% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 14The Return Trends At Kolon ENP (KRX:138490) Look PromisingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.分析記事 • Aug 07Kolon ENP's (KRX:138490) Earnings Are Not Doing Enough For Some InvestorsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a buy right now compared...New Risk • Aug 05New 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 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩5,680, 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 25% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩8,740, 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 49% over the past three years.分析記事 • Mar 28Kolon Plastics' (KRX:138490) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Kolon Plastics, Inc.'s ( KRX:138490 ) recent earnings didn't contain any...Upcoming Dividend • Dec 20Upcoming dividend of ₩180 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).New Risk • Nov 11New 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 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change).Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩7,040, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 87% over the past three years.Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩235 (vs ₩200 in 1Q 2022)First quarter 2023 results: EPS: ₩235 (up from ₩200 in 1Q 2022). Revenue: ₩121.8b (down 1.8% from 1Q 2022). Net income: ₩8.95b (up 18% from 1Q 2022). Profit margin: 7.3% (up from 6.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩939 (up from ₩572 in FY 2021). Revenue: ₩518.1b (up 28% from FY 2021). Net income: ₩35.7b (up 64% from FY 2021). Profit margin: 6.9% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% 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 75% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩145 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).Board Change • Nov 16Less 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 Chang-Oan Woo 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.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩9,750, 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 108% over the past three years.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 116% over the past three years.Reported Earnings • May 22First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ₩200 (up from ₩136 in 1Q 2021). Revenue: ₩124.0b (up 30% from 1Q 2021). Net income: ₩7.60b (up 48% from 1Q 2021). Profit margin: 6.1% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 22% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩15,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 186% over the past three years.Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.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 Chang-Oan Woo 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 • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₩16,700, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,208 per share.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 41% share price gain to ₩9,840, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,413 per share.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩7,760, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 17% over the past three years.分析記事 • Apr 19Here's What's Concerning About Kolon Plastics' (KRX:138490) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Mar 28Kolon Plastics' (KRX:138490) Soft Earnings Are Actually Better Than They AppearThe market for Kolon Plastics, Inc.'s ( KRX:138490 ) shares didn't move much after it posted weak earnings recently. We...分析記事 • Mar 15Kolon Plastics (KRX:138490) Shareholders Have Enjoyed An Impressive 102% Share Price GainUnless you borrow money to invest, the potential losses are limited. But if you pick the right business to buy shares...分析記事 • Feb 16Kolon Plastics (KRX:138490) Is Making Moderate Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Feb 10Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 05New 90-day high: ₩6,350The company is up 63% from its price of ₩3,895 on 06 November 2020. The South Korean market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 29% over the same period.お知らせ • Feb 04Kolon Plastics, Inc. to Report Fiscal Year 2020 Results on Feb 08, 2021Kolon Plastics, Inc. announced that they will report fiscal year 2020 results on Feb 08, 2021分析記事 • Jan 20What Kind Of Shareholders Own Kolon Plastics, Inc. (KRX:138490)?If you want to know who really controls Kolon Plastics, Inc. ( KRX:138490 ), then you'll have to look at the makeup of...Is New 90 Day High Low • Jan 08New 90-day high: ₩4,810The company is up 11% from its price of ₩4,315 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period.分析記事 • Dec 24It Might Not Be A Great Idea To Buy Kolon Plastics, Inc. (KRX:138490) For Its Next DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Is New 90 Day High Low • Dec 02New 90-day high: ₩4,605The company is up 7.0% from its price of ₩4,315 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period.分析記事 • Nov 24Is Kolon Plastics (KRX:138490) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Is New 90 Day High Low • Oct 20New 90-day low: ₩4,000The company is down 8.0% from its price of ₩4,370 on 22 July 2020. The South Korean market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period.お知らせ • Aug 31Kolon Plastics, Inc. to Report First Half, 2020 Results on Aug 03, 2020Kolon Plastics, Inc. announced that they will report first half, 2020 results on Aug 03, 2020業績と収益の成長予測KOSE:A138490 - 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12/31/2027503,60040,10040,50043,500112/31/2026490,30037,90040,90044,500112/31/2025468,68841,55925,19140,299N/A9/30/2025485,11343,69428,78340,545N/A6/30/2025487,71644,14631,93942,443N/A3/31/2025487,01441,98837,29647,270N/A12/31/2024486,21039,47332,82242,076N/A9/30/2024472,66043,47133,66944,378N/A6/30/2024462,24136,52531,41641,105N/A3/31/2024457,49233,48241,17046,410N/A12/31/2023456,19832,80541,79646,591N/A9/30/2023480,45231,97048,33351,982N/A6/30/2023500,51534,61439,24742,763N/A3/31/2023515,86437,01429,65234,125N/A12/31/2022518,07635,66728,07731,982N/A9/30/2022493,01826,59714,70618,312N/A6/30/2022465,35125,44017,39720,388N/A3/31/2022433,88224,1905,6428,310N/A12/31/2021405,27221,73312,43715,022N/A9/30/2021386,95727,08930,57333,256N/A6/30/2021358,96219,40441,75144,658N/A3/31/2021312,1839,81238,62541,384N/A12/31/2020295,1832,99336,84739,884N/A9/30/2020288,430-2,81025,37429,298N/A6/30/2020294,052-2,9458,10812,726N/A3/31/2020328,5333,36514,23419,521N/A12/31/2019330,2855,434-8,005-2,255N/A9/30/2019342,3536,546N/A-4,260N/A6/30/2019345,0638,005N/A10,958N/A3/31/2019333,8598,858N/A7,468N/A12/31/2018321,33512,295N/A34,339N/A9/30/2018298,3319,383N/A47,769N/A6/30/2018277,41016,866N/A29,049N/A3/31/2018267,21318,650N/A62,088N/A12/31/2017262,24217,495N/A42,933N/A9/30/2017252,92521,974N/A24,996N/A6/30/2017244,83117,921N/A36,572N/A3/31/2017240,93516,067N/A27,113N/A12/31/2016238,37717,642N/A38,241N/A9/30/2016243,75217,243N/A46,367N/A6/30/2016246,51414,544N/A43,279N/A3/31/2016248,72212,057N/A29,507N/A12/31/2015250,3928,946N/A24,175N/A9/30/2015246,2057,925N/A8,656N/A6/30/2015247,7177,623N/A11,172N/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: A138490の収益は今後 3 年間で減少すると予測されています (年間-1.8% )。収益対市場: A138490の収益は今後 3 年間で減少すると予測されています (年間-1.8% )。高成長収益: A138490の収益は今後 3 年間で減少すると予測されています。収益対市場: A138490の収益 ( 3.6% ) KR市場 ( 15.9% ) よりも低い成長が予測されています。高い収益成長: A138490の収益 ( 3.6% ) 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: A138490の 自己資本利益率 は、3年後には低くなると予測されています ( 10.1 %)。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2026/04/02 07:03終値2026/03/27 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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 ENP 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Sang-Hun LeeiM SecuritiesDong Ha KimKyobo Securities Co., LtdSeogwon ChoiLS Securities Co., Ltd.3 その他のアナリストを表示
Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.
Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.
Price Target Changed • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.
Reported Earnings • Mar 21Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩1,094 (up from ₩1,039 in FY 2024). Revenue: ₩468.7b (down 3.6% from FY 2024). Net income: ₩41.6b (up 5.3% from FY 2024). Profit margin: 8.9% (up from 8.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩10,640, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 21% over the past three years.
お知らせ • Feb 20Kolon ENP, Annual General Meeting, Mar 25, 2026Kolon ENP, Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South Korea
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,110, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 12% over the past three years.
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.
Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: ₩350 (vs ₩362 in 3Q 2024)Third quarter 2025 results: EPS: ₩350 (down from ₩362 in 3Q 2024). Revenue: ₩120.2b (down 2.1% from 3Q 2024). Net income: ₩13.3b (down 3.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩8,160, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 10% over the past three years.
New Risk • Aug 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩297 (vs ₩240 in 2Q 2024)Second quarter 2025 results: EPS: ₩297 (up from ₩240 in 2Q 2024). Revenue: ₩121.7b (flat on 2Q 2024). Net income: ₩11.3b (up 24% from 2Q 2024). Profit margin: 9.3% (up from 7.6% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Aug 02Kolon ENP to Report First Half, 2025 Results on Aug 06, 2025Kolon ENP announced that they will report first half, 2025 results on Aug 06, 2025
分析記事 • Apr 22There's No Escaping Kolon ENP's (KRX:138490) Muted EarningsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a buy right now compared...
Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩1,039 (up from ₩863 in FY 2023). Revenue: ₩486.2b (up 6.6% from FY 2023). Net income: ₩39.5b (up 20% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 54%. Revenue is forecast to grow 6.1% 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 increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 20Kolon ENP, Annual General Meeting, Mar 26, 2025Kolon ENP, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South Korea
New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2011. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2011 fiscal period end). High level of non-cash earnings (127% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 14The Return Trends At Kolon ENP (KRX:138490) Look PromisingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.
分析記事 • Aug 07Kolon ENP's (KRX:138490) Earnings Are Not Doing Enough For Some InvestorsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a buy right now compared...
New Risk • Aug 05New 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 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩5,680, 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 25% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩8,740, 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 49% over the past three years.
分析記事 • Mar 28Kolon Plastics' (KRX:138490) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Kolon Plastics, Inc.'s ( KRX:138490 ) recent earnings didn't contain any...
Upcoming Dividend • Dec 20Upcoming dividend of ₩180 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).
New Risk • Nov 11New 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 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change).
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩7,040, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 87% over the past three years.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩235 (vs ₩200 in 1Q 2022)First quarter 2023 results: EPS: ₩235 (up from ₩200 in 1Q 2022). Revenue: ₩121.8b (down 1.8% from 1Q 2022). Net income: ₩8.95b (up 18% from 1Q 2022). Profit margin: 7.3% (up from 6.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩939 (up from ₩572 in FY 2021). Revenue: ₩518.1b (up 28% from FY 2021). Net income: ₩35.7b (up 64% from FY 2021). Profit margin: 6.9% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% 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 75% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩145 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).
Board Change • Nov 16Less 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 Chang-Oan Woo 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.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩9,750, 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 108% over the past three years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 116% over the past three years.
Reported Earnings • May 22First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ₩200 (up from ₩136 in 1Q 2021). Revenue: ₩124.0b (up 30% from 1Q 2021). Net income: ₩7.60b (up 48% from 1Q 2021). Profit margin: 6.1% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 22% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩15,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 186% over the past three years.
Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.
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 Chang-Oan Woo 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 • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₩16,700, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,208 per share.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 41% share price gain to ₩9,840, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,413 per share.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩7,760, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 17% over the past three years.
分析記事 • Apr 19Here's What's Concerning About Kolon Plastics' (KRX:138490) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Mar 28Kolon Plastics' (KRX:138490) Soft Earnings Are Actually Better Than They AppearThe market for Kolon Plastics, Inc.'s ( KRX:138490 ) shares didn't move much after it posted weak earnings recently. We...
分析記事 • Mar 15Kolon Plastics (KRX:138490) Shareholders Have Enjoyed An Impressive 102% Share Price GainUnless you borrow money to invest, the potential losses are limited. But if you pick the right business to buy shares...
分析記事 • Feb 16Kolon Plastics (KRX:138490) Is Making Moderate Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Feb 10Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 05New 90-day high: ₩6,350The company is up 63% from its price of ₩3,895 on 06 November 2020. The South Korean market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 29% over the same period.
お知らせ • Feb 04Kolon Plastics, Inc. to Report Fiscal Year 2020 Results on Feb 08, 2021Kolon Plastics, Inc. announced that they will report fiscal year 2020 results on Feb 08, 2021
分析記事 • Jan 20What Kind Of Shareholders Own Kolon Plastics, Inc. (KRX:138490)?If you want to know who really controls Kolon Plastics, Inc. ( KRX:138490 ), then you'll have to look at the makeup of...
Is New 90 Day High Low • Jan 08New 90-day high: ₩4,810The company is up 11% from its price of ₩4,315 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period.
分析記事 • Dec 24It Might Not Be A Great Idea To Buy Kolon Plastics, Inc. (KRX:138490) For Its Next DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Is New 90 Day High Low • Dec 02New 90-day high: ₩4,605The company is up 7.0% from its price of ₩4,315 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period.
分析記事 • Nov 24Is Kolon Plastics (KRX:138490) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Is New 90 Day High Low • Oct 20New 90-day low: ₩4,000The company is down 8.0% from its price of ₩4,370 on 22 July 2020. The South Korean market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period.
お知らせ • Aug 31Kolon Plastics, Inc. to Report First Half, 2020 Results on Aug 03, 2020Kolon Plastics, Inc. announced that they will report first half, 2020 results on Aug 03, 2020