Hyosung TNC（A298020）株式概要Hyosung TNC Corporationは、韓国内外でファイバーを製造・販売している。 詳細A298020 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1/6財務の健全性3/6配当金2/6報酬当社が推定した公正価値より82.5%で取引されている 収益は年間48.08%増加すると予測されています アナリストらは、株価が77.3%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない 2.39%の配当は利益で十分にカバーされていない 利益率(0.4%)は昨年より低い(1.4%) すべてのリスクチェックを見るA298020 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₩423.00k20.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-25b10t2016201920222025202620282031Revenue ₩10.2tEarnings ₩38.2bAdvancedSet Fair ValueView all narrativesHyosung TNC Corporation 競合他社Lake MaterialsSymbol: KOSDAQ:A281740Market cap: ₩1.3tKumho Petro ChemicalLtdSymbol: KOSE:A011780Market cap: ₩3.2tHankuk CarbonSymbol: KOSE:A017960Market cap: ₩1.9tTaekwang IndustrialSymbol: KOSE:A003240Market cap: ₩861.8b価格と性能株価の高値、安値、推移の概要Hyosung TNC過去の株価現在の株価₩423,000.0052週高値₩557,000.0052週安値₩199,000.00ベータ1.631ヶ月の変化-20.34%3ヶ月変化7.50%1年変化80.38%3年間の変化11.32%5年間の変化-40.42%IPOからの変化70.91%最新ニュースNew Risk • May 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (148% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin).Major Estimate Revision • Apr 29Consensus revenue estimates increase by 10%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩8.05b to ₩8.86b. EPS estimate increased from ₩32,194 to ₩56,034 per share. Net income forecast to grow 1,195% next year vs 61% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩560,000 to ₩643,333. Share price was steady at ₩530,000 over the past week.お知らせ • Apr 25Hyosung TNC Corporation to Report Q1, 2026 Results on Apr 27, 2026Hyosung TNC Corporation announced that they will report Q1, 2026 results at 9:00 AM, Korea Standard Time on Apr 27, 2026Price Target Changed • Apr 14Price target increased by 11% to ₩560,000Up from ₩503,333, the current price target is an average from 3 analysts. New target price is 13% above last closing price of ₩496,000. Stock is up 135% over the past year. The company is forecast to post earnings per share of ₩32,194 for next year compared to ₩2,517 last year.Reported Earnings • Mar 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩2,517 (down from ₩31,175 in FY 2024). Revenue: ₩7.69t (down 1.0% from FY 2024). Net income: ₩10.8b (down 92% from FY 2024). Profit margin: 0.1% (down from 1.7% in FY 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 87%. Revenue is forecast to grow 3.3% 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 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩322,000, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 17% over the past three years.最新情報をもっと見るRecent updatesNew Risk • May 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (148% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin).Major Estimate Revision • Apr 29Consensus revenue estimates increase by 10%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩8.05b to ₩8.86b. EPS estimate increased from ₩32,194 to ₩56,034 per share. Net income forecast to grow 1,195% next year vs 61% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩560,000 to ₩643,333. Share price was steady at ₩530,000 over the past week.お知らせ • Apr 25Hyosung TNC Corporation to Report Q1, 2026 Results on Apr 27, 2026Hyosung TNC Corporation announced that they will report Q1, 2026 results at 9:00 AM, Korea Standard Time on Apr 27, 2026Price Target Changed • Apr 14Price target increased by 11% to ₩560,000Up from ₩503,333, the current price target is an average from 3 analysts. New target price is 13% above last closing price of ₩496,000. Stock is up 135% over the past year. The company is forecast to post earnings per share of ₩32,194 for next year compared to ₩2,517 last year.Reported Earnings • Mar 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩2,517 (down from ₩31,175 in FY 2024). Revenue: ₩7.69t (down 1.0% from FY 2024). Net income: ₩10.8b (down 92% from FY 2024). Profit margin: 0.1% (down from 1.7% in FY 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 87%. Revenue is forecast to grow 3.3% 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 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩322,000, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 17% over the past three years.お知らせ • Feb 27Hyosung TNC Corporation, Annual General Meeting, Mar 19, 2026Hyosung TNC Corporation, Annual General Meeting, Mar 19, 2026, at 11:00 Tokyo Standard Time. Location: auditorium, 119, mapo-daero, mapo-gu, seoul South Korea分析記事 • Jan 28Why Investors Shouldn't Be Surprised By Hyosung TNC Corporation's (KRX:298020) 61% Share Price SurgeHyosung TNC Corporation ( KRX:298020 ) shareholders have had their patience rewarded with a 61% share price jump in the...Major Estimate Revision • Jan 23Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩22,622 to ₩19,334 per share. Revenue forecast steady at ₩7.84b. Net income forecast to grow 91% next year vs 52% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩290,000 to ₩436,667. Share price rose 26% to ₩363,000 over the past week.Major Estimate Revision • Jan 22Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩22,622 to ₩19,334 per share. Revenue forecast steady at ₩7.84b. Net income forecast to grow 91% next year vs 52% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩290,000 to ₩436,667. Share price rose 46% to ₩388,500 over the past week.New Risk • Jan 21New 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 10% 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 High level of debt (104% net debt to equity). 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 (10% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩266,000, 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 loss to shareholders of 25% over the past three years.分析記事 • Jan 12Should You Investigate Hyosung TNC Corporation (KRX:298020) At ₩237,000?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it saw a decent share price growth of...Price Target Changed • Jan 10Price target decreased by 13% to ₩290,000Down from ₩333,333, the current price target is an average from 3 analysts. New target price is 27% above last closing price of ₩229,000. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of ₩22,622 for next year compared to ₩31,175 last year.Upcoming Dividend • Dec 22Upcoming dividend of ₩10,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 02 April 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.3%).Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩1,879 (vs ₩5,256 in 3Q 2024)Third quarter 2025 results: EPS: ₩1,879 (down from ₩5,256 in 3Q 2024). Revenue: ₩2.01t (up 3.8% from 3Q 2024). Net income: ₩8.06b (down 65% from 3Q 2024). Profit margin: 0.4% (down from 1.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% 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 25% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Nov 10Hyosung TNC (KRX:298020) Is Paying Out A Dividend Of ₩10000.00Hyosung TNC Corporation ( KRX:298020 ) will pay a dividend of ₩10000.00 on the 2nd of April. This makes the dividend...Declared Dividend • Nov 08Dividend of ₩10,000 announcedDividend of ₩10,000 is the same as last year. Ex-date: 29th December 2025 Payment date: 2nd April 2026 Dividend yield will be 5.0%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 47% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 164% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Hyosung TNC Corporation announces Annual dividend, payable on April 02, 2026Hyosung TNC Corporation announced Annual dividend of KRW 10000.0000 per share payable on April 02, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩27,297 to ₩16,395 per share. Revenue forecast steady at ₩7.69b. Net income forecast to grow 92% next year vs 51% growth forecast for Chemicals industry in South Korea. Consensus price target broadly unchanged at ₩326,667. Share price fell 5.2% to ₩208,500 over the past week.Price Target Changed • Oct 01Price target decreased by 9.1% to ₩333,333Down from ₩366,667, the current price target is an average from 3 analysts. New target price is 57% above last closing price of ₩212,500. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩29,515 for next year compared to ₩31,175 last year.Price Target Changed • Aug 22Price target increased by 10% to ₩366,667Up from ₩332,500, the current price target is an average from 3 analysts. New target price is 67% above last closing price of ₩219,000. Stock is down 26% over the past year. The company is forecast to post earnings per share of ₩30,123 for next year compared to ₩31,175 last year.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩2,845 (vs ₩9,906 in 2Q 2024)Second quarter 2025 results: EPS: ₩2,845 (down from ₩9,906 in 2Q 2024). Revenue: ₩1.89t (down 4.7% from 2Q 2024). Net income: ₩12.2b (down 71% from 2Q 2024). Profit margin: 0.6% (down from 2.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% 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 fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Jul 29Is It Too Late To Consider Buying Hyosung TNC Corporation (KRX:298020)?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it saw a decent share price growth of...Price Target Changed • Jul 15Price target increased by 8.4% to ₩355,000Up from ₩327,500, the current price target is an average from 4 analysts. New target price is 35% above last closing price of ₩263,500. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₩33,363 for next year compared to ₩31,175 last year.分析記事 • Jul 02There Are Reasons To Feel Uneasy About Hyosung TNC's (KRX:298020) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Apr 28Is It Too Late To Consider Buying Hyosung TNC Corporation (KRX:298020)?While Hyosung TNC Corporation ( KRX:298020 ) might not have the largest market cap around , it saw a significant share...Price Target Changed • Apr 16Price target decreased by 14% to ₩340,000Down from ₩394,000, the current price target is an average from 4 analysts. New target price is 63% above last closing price of ₩209,000. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩33,086 for next year compared to ₩31,175 last year.Reported Earnings • Mar 13Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: ₩31,175 (up from ₩21,595 in FY 2023). Revenue: ₩7.78t (up 3.3% from FY 2023). Net income: ₩134.5b (up 44% from FY 2023). Profit margin: 1.7% (up from 1.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Feb 28Hyosung TNC Corporation, Annual General Meeting, Mar 20, 2025Hyosung TNC Corporation, Annual General Meeting, Mar 20, 2025, at 13:00 Tokyo Standard Time. Location: auditorium, 119, mapo-daero, mapo-gu, seoul South Korea分析記事 • Feb 25Does Hyosung TNC (KRX:298020) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Feb 25Now 23% undervaluedOver the last 90 days, the stock has risen 7.7% to ₩216,000. The fair value is estimated to be ₩278,901, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.New Risk • Feb 14New 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 9.6% 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 High level of debt (65% net debt to equity). 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 (9.6% average weekly change).Buy Or Sell Opportunity • Feb 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to ₩219,500. The fair value is estimated to be ₩284,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Major Estimate Revision • Feb 05Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩8.02b to ₩8.16b. EPS estimate fell from ₩36,789 to ₩33,086 per share. Net income forecast to shrink 0.7% next year vs 62% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩394,000 to ₩368,000. Share price fell 2.8% to ₩225,500 over the past week.Price Target Changed • Jan 10Price target decreased by 10% to ₩403,000Down from ₩448,000, the current price target is an average from 5 analysts. New target price is 74% above last closing price of ₩232,000. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₩31,384 for next year compared to ₩21,595 last year.Upcoming Dividend • Dec 20Upcoming dividend of ₩10,000 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 02 April 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.2%).Major Estimate Revision • Dec 17Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩37,316 to ₩31,808 per share. Revenue forecast steady at ₩7.70b. Net income forecast to grow 13% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩448,000 to ₩434,000. Share price rose 9.7% to ₩244,000 over the past week.Price Target Changed • Dec 16Price target decreased by 7.3% to ₩434,000Down from ₩468,000, the current price target is an average from 5 analysts. New target price is 77% above last closing price of ₩245,000. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩36,895 for next year compared to ₩21,595 last year.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩245,500, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Chemicals industry in South Korea. Total loss to shareholders of 47% over the past three years.分析記事 • Nov 28Not Many Are Piling Into Hyosung TNC Corporation (KRX:298020) Stock Yet As It Plummets 33%Hyosung TNC Corporation ( KRX:298020 ) shareholders that were waiting for something to happen have been dealt a blow...Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ₩214,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Chemicals industry in South Korea. Total loss to shareholders of 51% over the past three years.分析記事 • Nov 12There Are Reasons To Feel Uneasy About Hyosung TNC's (KRX:298020) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Oct 14Hyosung TNC Corporation's (KRX:298020) Business Is Yet to Catch Up With Its Share PriceThere wouldn't be many who think Hyosung TNC Corporation's ( KRX:298020 ) price-to-sales (or "P/S") ratio of 0.2x is...Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩326,000, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Chemicals industry in South Korea. Total loss to shareholders of 40% over the past three years.分析記事 • Sep 25Is There Now An Opportunity In Hyosung TNC Corporation (KRX:298020)?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it saw a decent share price growth of...Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₩9,906 (vs ₩4,376 in 2Q 2023)Second quarter 2024 results: EPS: ₩9,906 (up from ₩4,376 in 2Q 2023). Revenue: ₩1.98t (up 2.8% from 2Q 2023). Net income: ₩42.7b (up 126% from 2Q 2023). Profit margin: 2.2% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.分析記事 • Aug 12Hyosung TNC (KRX:298020) May Have Issues Allocating Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩268,000, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 63% over the past three years.分析記事 • Jul 28Hyosung TNC (KRX:298020) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 22Little Excitement Around Hyosung TNC Corporation's (KRX:298020) RevenuesHyosung TNC Corporation's ( KRX:298020 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...分析記事 • May 21Hyosung TNC's (KRX:298020) Solid Earnings Have Been Accounted For ConservativelyHyosung TNC Corporation ( KRX:298020 ) announced a healthy earnings result recently, and the market rewarded it with a...Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩10,575 (vs ₩7,400 in 1Q 2023)First quarter 2024 results: EPS: ₩10,575 (up from ₩7,400 in 1Q 2023). Revenue: ₩1.88t (up 1.0% from 1Q 2023). Net income: ₩45.6b (up 43% from 1Q 2023). Profit margin: 2.4% (up from 1.7% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Major Estimate Revision • May 05Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩7.55b to ₩7.70b. EPS estimate increased from ₩36,129 to ₩40,851 per share. Net income forecast to grow 89% next year vs 24% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩461,667 to ₩476,667. Share price rose 5.1% to ₩372,500 over the past week.分析記事 • May 02Some Investors May Be Worried About Hyosung TNC's (KRX:298020) 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...分析記事 • Apr 18We Think Hyosung TNC (KRX:298020) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 12Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: ₩21,595 (up from ₩2,686 in FY 2022). Revenue: ₩7.53t (down 15% from FY 2022). Net income: ₩93.2b (up ₩81.6b from FY 2022). Profit margin: 1.2% (up from 0.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ₩283,500. The fair value is estimated to be ₩354,751, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 177% in the next 2 years.Major Estimate Revision • Jan 30Consensus EPS estimates fall by 32%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩46,149 to ₩31,552 per share. Revenue forecast steady at ₩7.75b. Net income forecast to grow 74% next year vs 73% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩461,667 unchanged from last update. Share price fell 4.1% to ₩306,500 over the past week.Buy Or Sell Opportunity • Jan 25Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ₩327,500. The fair value is estimated to be ₩272,773, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 231% in the next 2 years.Upcoming Dividend • Dec 20Upcoming dividend of ₩10,000 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 04 April 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩2,577 (vs ₩21,962 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩2,577 (up from ₩21,962 loss in 3Q 2022). Revenue: ₩1.97t (down 9.1% from 3Q 2022). Net income: ₩11.1b (up ₩105.9b from 3Q 2022). Profit margin: 0.6% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.3% 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 fallen by 36% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Price Target Changed • Oct 18Price target decreased by 8.7% to ₩475,000Down from ₩520,000, the current price target is an average from 4 analysts. New target price is 53% above last closing price of ₩311,000. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of ₩41,359 for next year compared to ₩2,686 last year.Price Target Changed • Oct 06Price target decreased by 9.3% to ₩486,667Down from ₩536,667, the current price target is an average from 3 analysts. New target price is 51% above last closing price of ₩321,500. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₩41,359 for next year compared to ₩2,686 last year.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: ₩2,686 (vs ₩178,503 in FY 2021)Full year 2022 results: EPS: ₩2,686 (down from ₩178,503 in FY 2021). Revenue: ₩8.88t (up 3.3% from FY 2021). Net income: ₩11.6b (down 99% from FY 2021). Profit margin: 0.1% (down from 9.0% in FY 2021). Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Chemicals industry in South Korea are expected to grow by 15%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 03Price target increased by 13% to ₩510,000Up from ₩450,000, the current price target is provided by 1 analyst. New target price is 18% above last closing price of ₩431,000. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of ₩1,614 for next year compared to ₩178,503 last year.Upcoming Dividend • Dec 21Upcoming dividend of ₩50,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 05 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 15%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.4%).Major Estimate Revision • Dec 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩2,638 to ₩1,614 per share. Revenue forecast steady at ₩9.21b. Net income forecast to shrink 9.4% next year vs 25% growth forecast for Chemicals industry in South Korea . Consensus price target up from ₩415,000 to ₩450,000. Share price rose 4.7% to ₩368,500 over the past week.Price Target Changed • Nov 16Price target decreased to ₩426,667Down from ₩460,000, the current price target is an average from 3 analysts. New target price is 18% above last closing price of ₩362,500. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₩2,638 for next year compared to ₩178,503 last year.お知らせ • Sep 29Hyosung TNC Announces Success in Developing and Using Nylon for Liner Material of Hydrogen Vehicle Fuel Tanks with its Own TechnologyHyosung TNC announced on the 7th that it has succeeded in developing and using nylon for the liner material of hydrogen vehicle fuel tanks with its own technology. Hyosung TNC's nylon material is superior to conventional metal and high-density polyethylene (HDPE) liner materials in terms of lightweight, gas barrier, and impact resistance. The nylon liner material developed by Hyosung TNC is 70% lighter than metal and 50% lighter than HDPE and gas barrier property that prevents leakage of hydrogen gas is also 30% higher than metal and 50% higher than HDPE. Metal liner is heavy and has a high risk of brittleness when exposed to hydrogen for a long period of time, whereas nylon liner has low hydrogen absorption and air permeability, so there is no risk of being brittleness. HDPE liners are used as high-pressure containers at 400bar levels, but cannot withstand the 700bar pressure required by typical hydrogen electric vehicles. In addition, the hydrogen container liner must be able to withstand rapidly changing temperature fluctuation caused by frequent charging and discharging of hydrogen and the nylon liner has excellent impact resistance against to it from -40 to 85 degrees Celsius. The success of this development is significant in that it has laid the foundation for Hyosung TNC to enter the nylon liner market, which has been monopolized by foreign companies, for the first time as a domestic company. The nylon liner is expected to contribute to the completion of Hyosung's hydrogen value chain. Hyosung TNC's nylon-applied hydrogen container passed the hydrogen container international quality standard (UN/ECE R134) in June 2022, and has been equipped with function, quality and technical perfection as a liner material. It is also planned to conduct commercial tests in cooperation with hydrogen fuel tank manufacturers and automakers. Hyosung TNC is planning to expand the application of nylon as a liner material from tube trailers of commercial trucks to CNG and hydrogen vessels sailing the seas around the world, such as Antarctica and the Equator, by enhancing the impact and heat resistance range from -60 to 90 degrees Celsius. In addition, as Hyosung TNC developed the world's first recycled nylon fiber technology from recycled fishing nets discarded in the sea, it plans to expand the eco-friendly plastic material market by applying recycled nylon to a liner material in the future.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ₩6,010 (vs ₩54,639 in 2Q 2021)Second quarter 2022 results: EPS: ₩6,010 (down from ₩54,639 in 2Q 2021). Revenue: ₩2.56t (up 20% from 2Q 2021). Net income: ₩25.9b (down 89% from 2Q 2021). Profit margin: 1.0% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 3.7% compared to a 24% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 05Price target decreased to ₩515,000Down from ₩660,000, the current price target is an average from 4 analysts. New target price is 60% above last closing price of ₩322,000. Stock is down 63% over the past year. The company is forecast to post earnings per share of ₩53,924 for next year compared to ₩178,503 last year.Major Estimate Revision • Aug 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩9.36b to ₩9.86b. EPS estimate fell from ₩80,951 to ₩53,924 per share. Net income forecast to shrink 64% next year vs 11% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩660,000 to ₩632,000. Share price was steady at ₩318,500 over the past week.Price Target Changed • Jul 07Price target decreased to ₩660,000Down from ₩736,000, the current price target is an average from 5 analysts. New target price is 99% above last closing price of ₩331,500. Stock is down 63% over the past year. The company is forecast to post earnings per share of ₩80,951 for next year compared to ₩178,503 last year.Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩178,503 (up from ₩31,698 in FY 2020). Revenue: ₩8.60t (up 67% from FY 2020). Net income: ₩770.4b (up 463% from FY 2020). Profit margin: 9.0% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is expected to shrink by 1.8% 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 98% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 30Price target decreased to ₩896,667Down from ₩1,005,000, the current price target is an average from 5 analysts. New target price is 116% above last closing price of ₩416,000. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₩204,922 for next year compared to ₩31,698 last year.Major Estimate Revision • Jan 28Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩8.46b to ₩7.78b. EPS estimate also fell from ₩153,525 per share to ₩104,613 per share. Net income forecast to shrink 20% next year vs 36% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩1,005,000 to ₩978,833. Share price fell 13% to ₩416,000 over the past week.Price Target Changed • Jan 27Price target decreased to ₩978,833Down from ₩1,075,500, the current price target is an average from 6 analysts. New target price is 136% above last closing price of ₩415,500. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₩204,922 for next year compared to ₩31,698 last year.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩415,500, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 154% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩5,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 04 April 2022. Payout ratio is a comfortable 3.1% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩597,000, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 240% over the past three years.Major Estimate Revision • Aug 03Consensus revenue estimates increase to ₩7.87bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from ₩7.06b to ₩7.87b. EPS estimate increased from ₩153,175 to ₩189,131 per share. Net income forecast to grow 200% next year vs 43% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩1,068,667 to ₩1,108,857. Share price was steady at ₩867,000 over the past week.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩834,000, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 601% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩1,028,781 per share.Price Target Changed • May 06Price target increased to ₩834,250Up from ₩709,500, the current price target is an average from 4 analysts. New target price is 9.3% above last closing price of ₩763,000. Stock is up 467% over the past year.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₩700,000, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 503% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩590,350 per share.分析記事 • Apr 14When Should You Buy Hyosung TNC Corporation (KRX:298020)?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it received a lot of attention from a...Major Estimate Revision • Mar 27Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ₩6.54b to ₩6.45b. EPS estimate rose from ₩77,414 to ₩90,756. Net income forecast to grow 187% next year vs 49% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩531,000 to ₩606,000. Share price rose 12% to ₩611,000 over the past week.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₩553,000, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 472% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩553,213 per share.分析記事 • Mar 17Introducing Hyosung TNC (KRX:298020), The Stock That Soared 419% In The Last YearActive investing isn't easy, but for those that do it, the aim is to find the best companies to buy, and to profit...Reported Earnings • Mar 13Full year 2020 earnings released: EPS ₩31,698 (vs ₩21,569 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩5.16t (down 14% from FY 2019). Net income: ₩136.8b (up 47% from FY 2019). Profit margin: 2.7% (up from 1.6% in FY 2019). The increase in margin was driven by lower expenses.Is New 90 Day High Low • Mar 12New 90-day high: ₩483,000The company is up 153% from its price of ₩191,000 on 11 December 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩470,617 per share.分析記事 • Mar 02A Look At The Intrinsic Value Of Hyosung TNC Corporation (KRX:298020)How far off is Hyosung TNC Corporation ( KRX:298020 ) from its intrinsic value? Using the most recent financial data...お知らせ • Feb 25Hyosung TNC Corporation, Annual General Meeting, Mar 18, 2021Hyosung TNC Corporation, Annual General Meeting, Mar 18, 2021, at 14:00 Korea Standard Time. Location: Auditorium, B1F, Hyosung Building, 119 Mapo-daer (Gongdeok-dong), Mapo-gu Seoul South Korea Agenda: To consider approval of financial statements; to consider partial amendment to the articles of incorporation; to consider appointment of directors; and to consider approval of the compensation limit for directors.分析記事 • Feb 17Do Hyosung TNC's (KRX:298020) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 60% share price gain to ₩479,000, the stock is trading at a trailing P/E ratio of 24.2x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 17x in the Luxury industry in South Korea. Total returns to shareholders over the past year are 172%.分析記事 • Feb 03Why Hyosung TNC Corporation (KRX:298020) Is A Dividend RockstarToday we'll take a closer look at Hyosung TNC Corporation ( KRX:298020 ) from a dividend investor's perspective. Owning...Is New 90 Day High Low • Jan 27New 90-day high: ₩295,500The company is up 102% from its price of ₩146,000 on 29 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩481,481 per share.Price Target Changed • Jan 20Price target raised to ₩303,250Up from ₩245,750, the current price target is an average from 4 analysts. The new target price is 9.9% above the current share price of ₩276,000. As of last close, the stock is up 62% over the past year.株主還元A298020KR ChemicalsKR 市場7D-3.9%-0.4%4.6%1Y80.4%66.1%186.7%株主還元を見る業界別リターン: A298020過去 1 年間で66.1 % 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: A298020は、過去 1 年間で186.7 % のリターンを上げたKR市場を下回りました。価格変動Is A298020's price volatile compared to industry and market?A298020 volatilityA298020 Average Weekly Movement11.9%Chemicals Industry Average Movement9.8%Market Average Movement9.4%10% most volatile stocks in KR Market16.6%10% least volatile stocks in KR Market4.9%安定した株価: A298020 、 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: A298020の 週次ボラティリティ ( 12% ) 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19571,203Chi-Hyung Kimwww.hyosungtnc.comヒョソンTNCコーポレーションは韓国内外で繊維を製造・販売している。クレオラのブランド名で繊維産業用スパンデックス、極細デニール糸、ボンディング糸、高強力糸、中空糸、クールタッチ糸、高光沢糸、遠赤外線糸などのナイロン繊維フィラメント、リサイクル可能なナイロン、綿再生ポリエステル糸、クールタッチ糸、防臭糸、発熱糸、潜在捲縮糸、遠赤外線糸、再生ポリエステル繊維などのポリエステル糸製品を提供している。また、一般衣料、ワークウェア、産業用繊維、およびナイロン2WAYスパンデックス、ポリエステル2WAYスパンデックス、マルチプルマイクロデニール繊維、コットンユニオン生地、ポリエステル生地からなる染色製品も提供している。さらに、鉄鋼、化学品、LED市場との取引分野でのマーケティング・サービスも提供している。さらに、同社はソウル首都圏で、浮体式構造物であるソム・セビットと冷蔵・冷凍倉庫を運営している。ヒョソンTNCコーポレーションは1957年に設立され、韓国ソウルに本社を置く。もっと見るHyosung TNC Corporation 基礎のまとめHyosung TNC の収益と売上を時価総額と比較するとどうか。A298020 基礎統計学時価総額₩1.82t収益（TTM）₩29.27b売上高(TTM)₩7.84t62.0xPER（株価収益率0.2xP/SレシオA298020 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A298020 損益計算書（TTM）収益₩7.84t売上原価₩7.19t売上総利益₩644.47bその他の費用₩615.20b収益₩29.27b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）6.82kグロス・マージン8.22%純利益率0.37%有利子負債／自己資本比率115.2%A298020 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2.4%現在の配当利回り148%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2026/05/22 08:22終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Hyosung TNC Corporation 3 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。5 アナリスト機関Sang-won HanDaishin Securities Co. Ltd.Hee Cheol LeeDAOL Investment & Securities Co., Ltd.Yu-Jin JeoniM Securities2 その他のアナリストを表示
New Risk • May 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (148% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin).
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 10%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩8.05b to ₩8.86b. EPS estimate increased from ₩32,194 to ₩56,034 per share. Net income forecast to grow 1,195% next year vs 61% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩560,000 to ₩643,333. Share price was steady at ₩530,000 over the past week.
お知らせ • Apr 25Hyosung TNC Corporation to Report Q1, 2026 Results on Apr 27, 2026Hyosung TNC Corporation announced that they will report Q1, 2026 results at 9:00 AM, Korea Standard Time on Apr 27, 2026
Price Target Changed • Apr 14Price target increased by 11% to ₩560,000Up from ₩503,333, the current price target is an average from 3 analysts. New target price is 13% above last closing price of ₩496,000. Stock is up 135% over the past year. The company is forecast to post earnings per share of ₩32,194 for next year compared to ₩2,517 last year.
Reported Earnings • Mar 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩2,517 (down from ₩31,175 in FY 2024). Revenue: ₩7.69t (down 1.0% from FY 2024). Net income: ₩10.8b (down 92% from FY 2024). Profit margin: 0.1% (down from 1.7% in FY 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 87%. Revenue is forecast to grow 3.3% 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 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩322,000, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 17% over the past three years.
New Risk • May 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (148% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin).
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 10%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩8.05b to ₩8.86b. EPS estimate increased from ₩32,194 to ₩56,034 per share. Net income forecast to grow 1,195% next year vs 61% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩560,000 to ₩643,333. Share price was steady at ₩530,000 over the past week.
お知らせ • Apr 25Hyosung TNC Corporation to Report Q1, 2026 Results on Apr 27, 2026Hyosung TNC Corporation announced that they will report Q1, 2026 results at 9:00 AM, Korea Standard Time on Apr 27, 2026
Price Target Changed • Apr 14Price target increased by 11% to ₩560,000Up from ₩503,333, the current price target is an average from 3 analysts. New target price is 13% above last closing price of ₩496,000. Stock is up 135% over the past year. The company is forecast to post earnings per share of ₩32,194 for next year compared to ₩2,517 last year.
Reported Earnings • Mar 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩2,517 (down from ₩31,175 in FY 2024). Revenue: ₩7.69t (down 1.0% from FY 2024). Net income: ₩10.8b (down 92% from FY 2024). Profit margin: 0.1% (down from 1.7% in FY 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 87%. Revenue is forecast to grow 3.3% 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 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₩322,000, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 17% over the past three years.
お知らせ • Feb 27Hyosung TNC Corporation, Annual General Meeting, Mar 19, 2026Hyosung TNC Corporation, Annual General Meeting, Mar 19, 2026, at 11:00 Tokyo Standard Time. Location: auditorium, 119, mapo-daero, mapo-gu, seoul South Korea
分析記事 • Jan 28Why Investors Shouldn't Be Surprised By Hyosung TNC Corporation's (KRX:298020) 61% Share Price SurgeHyosung TNC Corporation ( KRX:298020 ) shareholders have had their patience rewarded with a 61% share price jump in the...
Major Estimate Revision • Jan 23Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩22,622 to ₩19,334 per share. Revenue forecast steady at ₩7.84b. Net income forecast to grow 91% next year vs 52% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩290,000 to ₩436,667. Share price rose 26% to ₩363,000 over the past week.
Major Estimate Revision • Jan 22Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩22,622 to ₩19,334 per share. Revenue forecast steady at ₩7.84b. Net income forecast to grow 91% next year vs 52% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩290,000 to ₩436,667. Share price rose 46% to ₩388,500 over the past week.
New Risk • Jan 21New 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 10% 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 High level of debt (104% net debt to equity). 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 (10% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩266,000, 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 loss to shareholders of 25% over the past three years.
分析記事 • Jan 12Should You Investigate Hyosung TNC Corporation (KRX:298020) At ₩237,000?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it saw a decent share price growth of...
Price Target Changed • Jan 10Price target decreased by 13% to ₩290,000Down from ₩333,333, the current price target is an average from 3 analysts. New target price is 27% above last closing price of ₩229,000. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of ₩22,622 for next year compared to ₩31,175 last year.
Upcoming Dividend • Dec 22Upcoming dividend of ₩10,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 02 April 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (1.3%).
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩1,879 (vs ₩5,256 in 3Q 2024)Third quarter 2025 results: EPS: ₩1,879 (down from ₩5,256 in 3Q 2024). Revenue: ₩2.01t (up 3.8% from 3Q 2024). Net income: ₩8.06b (down 65% from 3Q 2024). Profit margin: 0.4% (down from 1.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% 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 25% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Nov 10Hyosung TNC (KRX:298020) Is Paying Out A Dividend Of ₩10000.00Hyosung TNC Corporation ( KRX:298020 ) will pay a dividend of ₩10000.00 on the 2nd of April. This makes the dividend...
Declared Dividend • Nov 08Dividend of ₩10,000 announcedDividend of ₩10,000 is the same as last year. Ex-date: 29th December 2025 Payment date: 2nd April 2026 Dividend yield will be 5.0%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 47% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 164% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Hyosung TNC Corporation announces Annual dividend, payable on April 02, 2026Hyosung TNC Corporation announced Annual dividend of KRW 10000.0000 per share payable on April 02, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩27,297 to ₩16,395 per share. Revenue forecast steady at ₩7.69b. Net income forecast to grow 92% next year vs 51% growth forecast for Chemicals industry in South Korea. Consensus price target broadly unchanged at ₩326,667. Share price fell 5.2% to ₩208,500 over the past week.
Price Target Changed • Oct 01Price target decreased by 9.1% to ₩333,333Down from ₩366,667, the current price target is an average from 3 analysts. New target price is 57% above last closing price of ₩212,500. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩29,515 for next year compared to ₩31,175 last year.
Price Target Changed • Aug 22Price target increased by 10% to ₩366,667Up from ₩332,500, the current price target is an average from 3 analysts. New target price is 67% above last closing price of ₩219,000. Stock is down 26% over the past year. The company is forecast to post earnings per share of ₩30,123 for next year compared to ₩31,175 last year.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩2,845 (vs ₩9,906 in 2Q 2024)Second quarter 2025 results: EPS: ₩2,845 (down from ₩9,906 in 2Q 2024). Revenue: ₩1.89t (down 4.7% from 2Q 2024). Net income: ₩12.2b (down 71% from 2Q 2024). Profit margin: 0.6% (down from 2.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% 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 fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 29Is It Too Late To Consider Buying Hyosung TNC Corporation (KRX:298020)?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it saw a decent share price growth of...
Price Target Changed • Jul 15Price target increased by 8.4% to ₩355,000Up from ₩327,500, the current price target is an average from 4 analysts. New target price is 35% above last closing price of ₩263,500. Stock is down 25% over the past year. The company is forecast to post earnings per share of ₩33,363 for next year compared to ₩31,175 last year.
分析記事 • Jul 02There Are Reasons To Feel Uneasy About Hyosung TNC's (KRX:298020) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • Apr 28Is It Too Late To Consider Buying Hyosung TNC Corporation (KRX:298020)?While Hyosung TNC Corporation ( KRX:298020 ) might not have the largest market cap around , it saw a significant share...
Price Target Changed • Apr 16Price target decreased by 14% to ₩340,000Down from ₩394,000, the current price target is an average from 4 analysts. New target price is 63% above last closing price of ₩209,000. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₩33,086 for next year compared to ₩31,175 last year.
Reported Earnings • Mar 13Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: ₩31,175 (up from ₩21,595 in FY 2023). Revenue: ₩7.78t (up 3.3% from FY 2023). Net income: ₩134.5b (up 44% from FY 2023). Profit margin: 1.7% (up from 1.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 28Hyosung TNC Corporation, Annual General Meeting, Mar 20, 2025Hyosung TNC Corporation, Annual General Meeting, Mar 20, 2025, at 13:00 Tokyo Standard Time. Location: auditorium, 119, mapo-daero, mapo-gu, seoul South Korea
分析記事 • Feb 25Does Hyosung TNC (KRX:298020) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Feb 25Now 23% undervaluedOver the last 90 days, the stock has risen 7.7% to ₩216,000. The fair value is estimated to be ₩278,901, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
New Risk • Feb 14New 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 9.6% 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 High level of debt (65% net debt to equity). 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 (9.6% average weekly change).
Buy Or Sell Opportunity • Feb 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to ₩219,500. The fair value is estimated to be ₩284,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 86%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Major Estimate Revision • Feb 05Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩8.02b to ₩8.16b. EPS estimate fell from ₩36,789 to ₩33,086 per share. Net income forecast to shrink 0.7% next year vs 62% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩394,000 to ₩368,000. Share price fell 2.8% to ₩225,500 over the past week.
Price Target Changed • Jan 10Price target decreased by 10% to ₩403,000Down from ₩448,000, the current price target is an average from 5 analysts. New target price is 74% above last closing price of ₩232,000. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₩31,384 for next year compared to ₩21,595 last year.
Upcoming Dividend • Dec 20Upcoming dividend of ₩10,000 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 02 April 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.2%).
Major Estimate Revision • Dec 17Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩37,316 to ₩31,808 per share. Revenue forecast steady at ₩7.70b. Net income forecast to grow 13% next year vs 64% growth forecast for Chemicals industry in South Korea. Consensus price target down from ₩448,000 to ₩434,000. Share price rose 9.7% to ₩244,000 over the past week.
Price Target Changed • Dec 16Price target decreased by 7.3% to ₩434,000Down from ₩468,000, the current price target is an average from 5 analysts. New target price is 77% above last closing price of ₩245,000. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₩36,895 for next year compared to ₩21,595 last year.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩245,500, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Chemicals industry in South Korea. Total loss to shareholders of 47% over the past three years.
分析記事 • Nov 28Not Many Are Piling Into Hyosung TNC Corporation (KRX:298020) Stock Yet As It Plummets 33%Hyosung TNC Corporation ( KRX:298020 ) shareholders that were waiting for something to happen have been dealt a blow...
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ₩214,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Chemicals industry in South Korea. Total loss to shareholders of 51% over the past three years.
分析記事 • Nov 12There Are Reasons To Feel Uneasy About Hyosung TNC's (KRX:298020) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Oct 14Hyosung TNC Corporation's (KRX:298020) Business Is Yet to Catch Up With Its Share PriceThere wouldn't be many who think Hyosung TNC Corporation's ( KRX:298020 ) price-to-sales (or "P/S") ratio of 0.2x is...
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩326,000, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Chemicals industry in South Korea. Total loss to shareholders of 40% over the past three years.
分析記事 • Sep 25Is There Now An Opportunity In Hyosung TNC Corporation (KRX:298020)?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it saw a decent share price growth of...
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₩9,906 (vs ₩4,376 in 2Q 2023)Second quarter 2024 results: EPS: ₩9,906 (up from ₩4,376 in 2Q 2023). Revenue: ₩1.98t (up 2.8% from 2Q 2023). Net income: ₩42.7b (up 126% from 2Q 2023). Profit margin: 2.2% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 12Hyosung TNC (KRX:298020) May Have Issues Allocating Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩268,000, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 63% over the past three years.
分析記事 • Jul 28Hyosung TNC (KRX:298020) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 22Little Excitement Around Hyosung TNC Corporation's (KRX:298020) RevenuesHyosung TNC Corporation's ( KRX:298020 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...
分析記事 • May 21Hyosung TNC's (KRX:298020) Solid Earnings Have Been Accounted For ConservativelyHyosung TNC Corporation ( KRX:298020 ) announced a healthy earnings result recently, and the market rewarded it with a...
Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩10,575 (vs ₩7,400 in 1Q 2023)First quarter 2024 results: EPS: ₩10,575 (up from ₩7,400 in 1Q 2023). Revenue: ₩1.88t (up 1.0% from 1Q 2023). Net income: ₩45.6b (up 43% from 1Q 2023). Profit margin: 2.4% (up from 1.7% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • May 05Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ₩7.55b to ₩7.70b. EPS estimate increased from ₩36,129 to ₩40,851 per share. Net income forecast to grow 89% next year vs 24% growth forecast for Chemicals industry in South Korea. Consensus price target up from ₩461,667 to ₩476,667. Share price rose 5.1% to ₩372,500 over the past week.
分析記事 • May 02Some Investors May Be Worried About Hyosung TNC's (KRX:298020) 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...
分析記事 • Apr 18We Think Hyosung TNC (KRX:298020) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 12Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: ₩21,595 (up from ₩2,686 in FY 2022). Revenue: ₩7.53t (down 15% from FY 2022). Net income: ₩93.2b (up ₩81.6b from FY 2022). Profit margin: 1.2% (up from 0.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ₩283,500. The fair value is estimated to be ₩354,751, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 177% in the next 2 years.
Major Estimate Revision • Jan 30Consensus EPS estimates fall by 32%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩46,149 to ₩31,552 per share. Revenue forecast steady at ₩7.75b. Net income forecast to grow 74% next year vs 73% growth forecast for Chemicals industry in South Korea. Consensus price target of ₩461,667 unchanged from last update. Share price fell 4.1% to ₩306,500 over the past week.
Buy Or Sell Opportunity • Jan 25Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ₩327,500. The fair value is estimated to be ₩272,773, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 231% in the next 2 years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩10,000 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 04 April 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩2,577 (vs ₩21,962 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩2,577 (up from ₩21,962 loss in 3Q 2022). Revenue: ₩1.97t (down 9.1% from 3Q 2022). Net income: ₩11.1b (up ₩105.9b from 3Q 2022). Profit margin: 0.6% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.3% 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 fallen by 36% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 18Price target decreased by 8.7% to ₩475,000Down from ₩520,000, the current price target is an average from 4 analysts. New target price is 53% above last closing price of ₩311,000. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of ₩41,359 for next year compared to ₩2,686 last year.
Price Target Changed • Oct 06Price target decreased by 9.3% to ₩486,667Down from ₩536,667, the current price target is an average from 3 analysts. New target price is 51% above last closing price of ₩321,500. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₩41,359 for next year compared to ₩2,686 last year.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: ₩2,686 (vs ₩178,503 in FY 2021)Full year 2022 results: EPS: ₩2,686 (down from ₩178,503 in FY 2021). Revenue: ₩8.88t (up 3.3% from FY 2021). Net income: ₩11.6b (down 99% from FY 2021). Profit margin: 0.1% (down from 9.0% in FY 2021). Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Chemicals industry in South Korea are expected to grow by 15%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 03Price target increased by 13% to ₩510,000Up from ₩450,000, the current price target is provided by 1 analyst. New target price is 18% above last closing price of ₩431,000. Stock is up 0.9% over the past year. The company is forecast to post earnings per share of ₩1,614 for next year compared to ₩178,503 last year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩50,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 05 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 15%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.4%).
Major Estimate Revision • Dec 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩2,638 to ₩1,614 per share. Revenue forecast steady at ₩9.21b. Net income forecast to shrink 9.4% next year vs 25% growth forecast for Chemicals industry in South Korea . Consensus price target up from ₩415,000 to ₩450,000. Share price rose 4.7% to ₩368,500 over the past week.
Price Target Changed • Nov 16Price target decreased to ₩426,667Down from ₩460,000, the current price target is an average from 3 analysts. New target price is 18% above last closing price of ₩362,500. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₩2,638 for next year compared to ₩178,503 last year.
お知らせ • Sep 29Hyosung TNC Announces Success in Developing and Using Nylon for Liner Material of Hydrogen Vehicle Fuel Tanks with its Own TechnologyHyosung TNC announced on the 7th that it has succeeded in developing and using nylon for the liner material of hydrogen vehicle fuel tanks with its own technology. Hyosung TNC's nylon material is superior to conventional metal and high-density polyethylene (HDPE) liner materials in terms of lightweight, gas barrier, and impact resistance. The nylon liner material developed by Hyosung TNC is 70% lighter than metal and 50% lighter than HDPE and gas barrier property that prevents leakage of hydrogen gas is also 30% higher than metal and 50% higher than HDPE. Metal liner is heavy and has a high risk of brittleness when exposed to hydrogen for a long period of time, whereas nylon liner has low hydrogen absorption and air permeability, so there is no risk of being brittleness. HDPE liners are used as high-pressure containers at 400bar levels, but cannot withstand the 700bar pressure required by typical hydrogen electric vehicles. In addition, the hydrogen container liner must be able to withstand rapidly changing temperature fluctuation caused by frequent charging and discharging of hydrogen and the nylon liner has excellent impact resistance against to it from -40 to 85 degrees Celsius. The success of this development is significant in that it has laid the foundation for Hyosung TNC to enter the nylon liner market, which has been monopolized by foreign companies, for the first time as a domestic company. The nylon liner is expected to contribute to the completion of Hyosung's hydrogen value chain. Hyosung TNC's nylon-applied hydrogen container passed the hydrogen container international quality standard (UN/ECE R134) in June 2022, and has been equipped with function, quality and technical perfection as a liner material. It is also planned to conduct commercial tests in cooperation with hydrogen fuel tank manufacturers and automakers. Hyosung TNC is planning to expand the application of nylon as a liner material from tube trailers of commercial trucks to CNG and hydrogen vessels sailing the seas around the world, such as Antarctica and the Equator, by enhancing the impact and heat resistance range from -60 to 90 degrees Celsius. In addition, as Hyosung TNC developed the world's first recycled nylon fiber technology from recycled fishing nets discarded in the sea, it plans to expand the eco-friendly plastic material market by applying recycled nylon to a liner material in the future.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ₩6,010 (vs ₩54,639 in 2Q 2021)Second quarter 2022 results: EPS: ₩6,010 (down from ₩54,639 in 2Q 2021). Revenue: ₩2.56t (up 20% from 2Q 2021). Net income: ₩25.9b (down 89% from 2Q 2021). Profit margin: 1.0% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 3.7% compared to a 24% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 05Price target decreased to ₩515,000Down from ₩660,000, the current price target is an average from 4 analysts. New target price is 60% above last closing price of ₩322,000. Stock is down 63% over the past year. The company is forecast to post earnings per share of ₩53,924 for next year compared to ₩178,503 last year.
Major Estimate Revision • Aug 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₩9.36b to ₩9.86b. EPS estimate fell from ₩80,951 to ₩53,924 per share. Net income forecast to shrink 64% next year vs 11% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩660,000 to ₩632,000. Share price was steady at ₩318,500 over the past week.
Price Target Changed • Jul 07Price target decreased to ₩660,000Down from ₩736,000, the current price target is an average from 5 analysts. New target price is 99% above last closing price of ₩331,500. Stock is down 63% over the past year. The company is forecast to post earnings per share of ₩80,951 for next year compared to ₩178,503 last year.
Reported Earnings • Mar 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ₩178,503 (up from ₩31,698 in FY 2020). Revenue: ₩8.60t (up 67% from FY 2020). Net income: ₩770.4b (up 463% from FY 2020). Profit margin: 9.0% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is expected to shrink by 1.8% 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 98% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 30Price target decreased to ₩896,667Down from ₩1,005,000, the current price target is an average from 5 analysts. New target price is 116% above last closing price of ₩416,000. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₩204,922 for next year compared to ₩31,698 last year.
Major Estimate Revision • Jan 28Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩8.46b to ₩7.78b. EPS estimate also fell from ₩153,525 per share to ₩104,613 per share. Net income forecast to shrink 20% next year vs 36% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩1,005,000 to ₩978,833. Share price fell 13% to ₩416,000 over the past week.
Price Target Changed • Jan 27Price target decreased to ₩978,833Down from ₩1,075,500, the current price target is an average from 6 analysts. New target price is 136% above last closing price of ₩415,500. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₩204,922 for next year compared to ₩31,698 last year.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩415,500, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 154% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩5,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 04 April 2022. Payout ratio is a comfortable 3.1% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩597,000, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 240% over the past three years.
Major Estimate Revision • Aug 03Consensus revenue estimates increase to ₩7.87bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from ₩7.06b to ₩7.87b. EPS estimate increased from ₩153,175 to ₩189,131 per share. Net income forecast to grow 200% next year vs 43% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩1,068,667 to ₩1,108,857. Share price was steady at ₩867,000 over the past week.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩834,000, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 601% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩1,028,781 per share.
Price Target Changed • May 06Price target increased to ₩834,250Up from ₩709,500, the current price target is an average from 4 analysts. New target price is 9.3% above last closing price of ₩763,000. Stock is up 467% over the past year.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₩700,000, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 503% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩590,350 per share.
分析記事 • Apr 14When Should You Buy Hyosung TNC Corporation (KRX:298020)?Hyosung TNC Corporation ( KRX:298020 ), is not the largest company out there, but it received a lot of attention from a...
Major Estimate Revision • Mar 27Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ₩6.54b to ₩6.45b. EPS estimate rose from ₩77,414 to ₩90,756. Net income forecast to grow 187% next year vs 49% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩531,000 to ₩606,000. Share price rose 12% to ₩611,000 over the past week.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₩553,000, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 472% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩553,213 per share.
分析記事 • Mar 17Introducing Hyosung TNC (KRX:298020), The Stock That Soared 419% In The Last YearActive investing isn't easy, but for those that do it, the aim is to find the best companies to buy, and to profit...
Reported Earnings • Mar 13Full year 2020 earnings released: EPS ₩31,698 (vs ₩21,569 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩5.16t (down 14% from FY 2019). Net income: ₩136.8b (up 47% from FY 2019). Profit margin: 2.7% (up from 1.6% in FY 2019). The increase in margin was driven by lower expenses.
Is New 90 Day High Low • Mar 12New 90-day high: ₩483,000The company is up 153% from its price of ₩191,000 on 11 December 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩470,617 per share.
分析記事 • Mar 02A Look At The Intrinsic Value Of Hyosung TNC Corporation (KRX:298020)How far off is Hyosung TNC Corporation ( KRX:298020 ) from its intrinsic value? Using the most recent financial data...
お知らせ • Feb 25Hyosung TNC Corporation, Annual General Meeting, Mar 18, 2021Hyosung TNC Corporation, Annual General Meeting, Mar 18, 2021, at 14:00 Korea Standard Time. Location: Auditorium, B1F, Hyosung Building, 119 Mapo-daer (Gongdeok-dong), Mapo-gu Seoul South Korea Agenda: To consider approval of financial statements; to consider partial amendment to the articles of incorporation; to consider appointment of directors; and to consider approval of the compensation limit for directors.
分析記事 • Feb 17Do Hyosung TNC's (KRX:298020) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 60% share price gain to ₩479,000, the stock is trading at a trailing P/E ratio of 24.2x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 17x in the Luxury industry in South Korea. Total returns to shareholders over the past year are 172%.
分析記事 • Feb 03Why Hyosung TNC Corporation (KRX:298020) Is A Dividend RockstarToday we'll take a closer look at Hyosung TNC Corporation ( KRX:298020 ) from a dividend investor's perspective. Owning...
Is New 90 Day High Low • Jan 27New 90-day high: ₩295,500The company is up 102% from its price of ₩146,000 on 29 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩481,481 per share.
Price Target Changed • Jan 20Price target raised to ₩303,250Up from ₩245,750, the current price target is an average from 4 analysts. The new target price is 9.9% above the current share price of ₩276,000. As of last close, the stock is up 62% over the past year.
