Hanil Cement（A300720）株式概要韓一セメント株式会社はセメント、生コンクリート、混和剤を製造・販売している。 詳細A300720 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績2/6財務の健全性5/6配当金2/6報酬株価収益率（ 15.1 x）は、 Basic Materials業界平均（ 21.6 x）を下回っています。収益は年間25.62%増加すると予測されています リスク分析6.57%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 利益率(5.2%)は昨年より低い(10.6%) すべてのリスクチェックを見るA300720 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₩15.22k67.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue ₩1.8tEarnings ₩94.1bAdvancedSet Fair ValueView all narrativesHanil Cement Co., Ltd. 競合他社SAMPYO CementSymbol: KOSDAQ:A038500Market cap: ₩1.4tHanil HoldingsSymbol: KOSE:A003300Market cap: ₩505.9bAsia CementLtdSymbol: KOSE:A183190Market cap: ₩363.2bSungshin CementSymbol: KOSE:A004980Market cap: ₩232.1b価格と性能株価の高値、安値、推移の概要Hanil Cement過去の株価現在の株価₩15,220.0052週高値₩21,900.0052週安値₩14,920.00ベータ0.691ヶ月の変化-11.31%3ヶ月変化-18.04%1年変化-10.89%3年間の変化17.17%5年間の変化-8.59%IPOからの変化27.90%最新ニュースNew Risk • Mar 25New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Dividend yield: 5.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Minor Risk Profit margins are more than 30% lower than last year (5.2% net profit margin).分析記事 • Mar 24Hanil Cement's (KRX:300720) Weak Earnings May Only Reveal A Part Of The Whole PictureDespite Hanil Cement Co., Ltd.'s ( KRX:300720 ) recent earnings report having lackluster headline numbers, the market...Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩1,061 (down from ₩2,657 in FY 2024). Revenue: ₩1.42t (down 18% from FY 2024). Net income: ₩74.2b (down 60% from FY 2024). Profit margin: 5.2% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Basic Materials industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Feb 27Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 275, hyoryeong-ro, seocho-gu, seoul South Korea分析記事 • Feb 05These 4 Measures Indicate That Hanil Cement (KRX:300720) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).最新情報をもっと見るRecent updatesNew Risk • Mar 25New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Dividend yield: 5.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Minor Risk Profit margins are more than 30% lower than last year (5.2% net profit margin).分析記事 • Mar 24Hanil Cement's (KRX:300720) Weak Earnings May Only Reveal A Part Of The Whole PictureDespite Hanil Cement Co., Ltd.'s ( KRX:300720 ) recent earnings report having lackluster headline numbers, the market...Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩1,061 (down from ₩2,657 in FY 2024). Revenue: ₩1.42t (down 18% from FY 2024). Net income: ₩74.2b (down 60% from FY 2024). Profit margin: 5.2% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Basic Materials industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Feb 27Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 275, hyoryeong-ro, seocho-gu, seoul South Korea分析記事 • Feb 05These 4 Measures Indicate That Hanil Cement (KRX:300720) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).分析記事 • Dec 11Hanil Cement (KRX:300720) Is Looking To Continue Growing Its 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 • Nov 09Hanil Cement (KRX:300720) Has Affirmed Its Dividend Of ₩1000.00Hanil Cement Co., Ltd.'s ( KRX:300720 ) investors are due to receive a payment of ₩1000.00 per share on 8th of April...Declared Dividend • Nov 08Dividend of ₩1,000 announcedDividend of ₩1,000 is the same as last year. Ex-date: 29th December 2025 Payment date: 8th April 2026 Dividend yield will be 5.8%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 17% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.0% EPS decline seen over the last 5 years.お知らせ • Nov 07Hanil Cement Co., Ltd. announces Annual dividend, payable on April 08, 2026Hanil Cement Co., Ltd. announced Annual dividend of KRW 1000.0000 per share payable on April 08, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Sep 08Does Hanil Cement (KRX:300720) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (312% cash payout ratio). Profit margins are more than 30% lower than last year (6.1% net profit margin).お知らせ • Jul 18Hanil Cement Co., Ltd. (KOSE:A300720) agreed to acquire remaining 22.22% stake in Hanil Hyundai Cement Co., Ltd (KOSE:A006390) for KRW 81.4 billion.Hanil Cement Co., Ltd. (KOSE:A300720) agreed to acquire remaining 22.22% stake in Hanil Hyundai Cement Co., Ltd (KOSE:A006390) for KRW 81.4 billion on July 17, 2025. Hanil Cement Co., Ltd. entered into merger agreement to acquire remaining 22.22% stake in Hanil Hyundai Cement Co., Ltd on July 18, 2025. The consideration consists of issue of 1.002821 shares of Hanil Cement Co., Ltd. for every 1 share of Hanil Hyundai Cement Co., Ltd. After the completion of the merger, the combined company expects external expansion and earnings growth through the manifestation of the expected effects of the merger. In addition, it is expected to contribute to mutual synergy effects by making quick decisions through integrated management of management activities, improving management efficiency, achieving economies of scale such as purchasing and finance, complementing each other in terms of profitability, growth, and stability, and concentrating resources in future eco-friendly investments. Upon completion, Hanil Hyundai Cement will be absorbed into Hanil Cement and will be dissolved. The transaction is subject to conclusion and performance of procedures such as consent or approval or consultation or notification to the third party, listing / approval of new shares on stock exchange and subject to shareholder approval, which is expected to take place on September 19, 2025. The deal has been approved by the board of directors of Hanil Cement Co., Ltd and Hanil Hyundai Cement Co., Ltd. All necessary government approvals, authorizations have been completed. The transaction is expected to close on November 1, 2025.分析記事 • Jun 23Returns At Hanil Cement (KRX:300720) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • May 19These 4 Measures Indicate That Hanil Cement (KRX:300720) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Apr 23Here's Why Hanil Cement (KRX:300720) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Apr 09Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to ₩14,880. The fair value is estimated to be ₩18,920, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 42%.Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩2,657 (vs ₩2,457 in FY 2023)Full year 2024 results: EPS: ₩2,657 (up from ₩2,457 in FY 2023). Revenue: ₩1.74t (down 3.2% from FY 2023). Net income: ₩184.1b (up 8.2% from FY 2023). Profit margin: 11% (up from 9.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 25Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2025Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2025, at 11:00 Tokyo Standard Time. Location: auditorium, 275, hyoryeong-ro, seocho-gu, seoul South Korea分析記事 • Dec 16Hanil Cement Co., Ltd.'s (KRX:300720) Prospects Need A Boost To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider Hanil...分析記事 • Nov 14Is Now The Time To Put Hanil Cement (KRX:300720) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 21Hanil Cement Co., Ltd.'s (KRX:300720) Low P/E No Reason For ExcitementHanil Cement Co., Ltd.'s ( KRX:300720 ) price-to-earnings (or "P/E") ratio of 5.9x might make it look like a strong buy...Upcoming Dividend • Dec 20Upcoming dividend of ₩580 per share at 4.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Within top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (4.3%).Reported Earnings • Mar 23Full year 2022 earnings released: EPS: ₩1,138 (vs ₩1,179 in FY 2021)Full year 2022 results: EPS: ₩1,138. Revenue: ₩1.49t (up 17% from FY 2021). Net income: ₩78.8b (flat on FY 2021). Profit margin: 5.3% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩10,600, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 18x in the Basic Materials industry in South Korea. Total returns to shareholders of 30% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩540 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%).Upcoming Dividend • Dec 21Upcoming dividend of ₩540 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩11,700, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the Basic Materials industry in South Korea. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩16,000, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 18x in the Basic Materials industry in South Korea. Total returns to shareholders of 39% over the past three years.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₩26,000, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 20x in the Basic Materials industry in South Korea. Total returns to shareholders of 148% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩510 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 04 April 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₩19,300, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 19x in the Basic Materials industry in South Korea. Total returns to shareholders of 68% over the past three years.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩20,100, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 23x in the Basic Materials industry in South Korea. Total returns to shareholders of 54% over the past three years.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩235,500, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 22x in the Basic Materials industry in South Korea. Total returns to shareholders of 81% over the past three years.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩198,500, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 27x in the Basic Materials industry in South Korea. Total returns to shareholders of 89% over the past three years.Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩170,500, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 28x in the Basic Materials industry in South Korea. Total returns to shareholders of 110% over the past year.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₩168,000, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 27x in the Basic Materials industry in South Korea. Total returns to shareholders of 185% over the past year.お知らせ • Feb 26Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2021Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 25New 90-day high: ₩119,500The company is up 30% from its price of ₩92,100 on 27 November 2020. The South Korean market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 56% over the same period.Is New 90 Day High Low • Jan 21New 90-day high: ₩112,500The company is up 36% from its price of ₩82,900 on 23 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 40% over the same period.分析記事 • Dec 23Can You Imagine How Hanil Cement's (KRX:300720) Shareholders Feel About The 12% Share Price Increase?On average, over time, stock markets tend to rise higher. This makes investing attractive. But if you choose that path...Upcoming Dividend • Dec 22First Dividend Is ₩4,700 Per ShareWill be paid on the 3rd of April to those who are registered shareholders by the 29th of December. This is the first dividend for Hanil Cement since going public. The average dividend yield among industry peers is 2.4%.Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 18% share price gain to ₩109,000, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 31x in the Basic Materials industry in South Korea. Total returns to shareholders over the past year are 23%.分析記事 • Dec 02Should You Be Worried About Hanil Cement's (KRX:300720) Returns On Capital?Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Is New 90 Day High Low • Nov 16New 90-day high: ₩88,400The company is up 5.0% from its price of ₩84,100 on 18 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 8.0% over the same period.株主還元A300720KR Basic MaterialsKR 市場7D-9.8%-10.2%-8.2%1Y-10.9%11.1%159.6%株主還元を見る業界別リターン: A300720過去 1 年間で11.1 % の収益を上げたKR Basic Materials業界を下回りました。リターン対市場: A300720は、過去 1 年間で159.6 % のリターンを上げたKR市場を下回りました。価格変動Is A300720's price volatile compared to industry and market?A300720 volatilityA300720 Average Weekly Movement5.3%Basic Materials Industry Average Movement7.4%Market Average Movement9.3%10% most volatile stocks in KR Market16.5%10% least volatile stocks in KR Market4.9%安定した株価: A300720 、 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: A300720の 週次ボラティリティ ( 5% ) 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1961658Geun-Sik Jeonwww.hanilcement.comハニルセメント株式会社は、セメント、生コンクリート、混和剤を製造・販売している。同社は建設現場向けのハニルレミコン、レミターブランドのドライモルタル製品を提供している。また、製品の輸出も行っている。同社は1961年に設立され、本社は韓国のソウルにある。もっと見るHanil Cement Co., Ltd. 基礎のまとめHanil Cement の収益と売上を時価総額と比較するとどうか。A300720 基礎統計学時価総額₩1.12t収益（TTM）₩74.20b売上高(TTM)₩1.42t15.1xPER（株価収益率0.8xP/SレシオA300720 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A300720 損益計算書（TTM）収益₩1.42t売上原価₩1.10t売上総利益₩320.22bその他の費用₩246.02b収益₩74.20b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）1.01kグロス・マージン22.49%純利益率5.21%有利子負債／自己資本比率40.4%A300720 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6.6%現在の配当利回り94%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2026/05/21 00:39終値2026/05/21 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Hanil Cement Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Donghyun ShinHyundai Motor Securities Co. Ltd.Jiwoo LeeShinhan Investment Corp.
New Risk • Mar 25New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Dividend yield: 5.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Minor Risk Profit margins are more than 30% lower than last year (5.2% net profit margin).
分析記事 • Mar 24Hanil Cement's (KRX:300720) Weak Earnings May Only Reveal A Part Of The Whole PictureDespite Hanil Cement Co., Ltd.'s ( KRX:300720 ) recent earnings report having lackluster headline numbers, the market...
Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩1,061 (down from ₩2,657 in FY 2024). Revenue: ₩1.42t (down 18% from FY 2024). Net income: ₩74.2b (down 60% from FY 2024). Profit margin: 5.2% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Basic Materials industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Feb 27Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 275, hyoryeong-ro, seocho-gu, seoul South Korea
分析記事 • Feb 05These 4 Measures Indicate That Hanil Cement (KRX:300720) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).
New Risk • Mar 25New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Dividend yield: 5.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Dividend per share is over 10x cash flows per share. Minor Risk Profit margins are more than 30% lower than last year (5.2% net profit margin).
分析記事 • Mar 24Hanil Cement's (KRX:300720) Weak Earnings May Only Reveal A Part Of The Whole PictureDespite Hanil Cement Co., Ltd.'s ( KRX:300720 ) recent earnings report having lackluster headline numbers, the market...
Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₩1,061 (down from ₩2,657 in FY 2024). Revenue: ₩1.42t (down 18% from FY 2024). Net income: ₩74.2b (down 60% from FY 2024). Profit margin: 5.2% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Basic Materials industry in Asia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Feb 27Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026Hanil Cement Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 275, hyoryeong-ro, seocho-gu, seoul South Korea
分析記事 • Feb 05These 4 Measures Indicate That Hanil Cement (KRX:300720) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Dec 22Upcoming dividend of ₩1,000 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).
分析記事 • Dec 11Hanil Cement (KRX:300720) Is Looking To Continue Growing Its 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 • Nov 09Hanil Cement (KRX:300720) Has Affirmed Its Dividend Of ₩1000.00Hanil Cement Co., Ltd.'s ( KRX:300720 ) investors are due to receive a payment of ₩1000.00 per share on 8th of April...
Declared Dividend • Nov 08Dividend of ₩1,000 announcedDividend of ₩1,000 is the same as last year. Ex-date: 29th December 2025 Payment date: 8th April 2026 Dividend yield will be 5.8%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 17% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.0% EPS decline seen over the last 5 years.
お知らせ • Nov 07Hanil Cement Co., Ltd. announces Annual dividend, payable on April 08, 2026Hanil Cement Co., Ltd. announced Annual dividend of KRW 1000.0000 per share payable on April 08, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Sep 08Does Hanil Cement (KRX:300720) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (312% cash payout ratio). Profit margins are more than 30% lower than last year (6.1% net profit margin).
お知らせ • Jul 18Hanil Cement Co., Ltd. (KOSE:A300720) agreed to acquire remaining 22.22% stake in Hanil Hyundai Cement Co., Ltd (KOSE:A006390) for KRW 81.4 billion.Hanil Cement Co., Ltd. (KOSE:A300720) agreed to acquire remaining 22.22% stake in Hanil Hyundai Cement Co., Ltd (KOSE:A006390) for KRW 81.4 billion on July 17, 2025. Hanil Cement Co., Ltd. entered into merger agreement to acquire remaining 22.22% stake in Hanil Hyundai Cement Co., Ltd on July 18, 2025. The consideration consists of issue of 1.002821 shares of Hanil Cement Co., Ltd. for every 1 share of Hanil Hyundai Cement Co., Ltd. After the completion of the merger, the combined company expects external expansion and earnings growth through the manifestation of the expected effects of the merger. In addition, it is expected to contribute to mutual synergy effects by making quick decisions through integrated management of management activities, improving management efficiency, achieving economies of scale such as purchasing and finance, complementing each other in terms of profitability, growth, and stability, and concentrating resources in future eco-friendly investments. Upon completion, Hanil Hyundai Cement will be absorbed into Hanil Cement and will be dissolved. The transaction is subject to conclusion and performance of procedures such as consent or approval or consultation or notification to the third party, listing / approval of new shares on stock exchange and subject to shareholder approval, which is expected to take place on September 19, 2025. The deal has been approved by the board of directors of Hanil Cement Co., Ltd and Hanil Hyundai Cement Co., Ltd. All necessary government approvals, authorizations have been completed. The transaction is expected to close on November 1, 2025.
分析記事 • Jun 23Returns At Hanil Cement (KRX:300720) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • May 19These 4 Measures Indicate That Hanil Cement (KRX:300720) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Apr 23Here's Why Hanil Cement (KRX:300720) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Apr 09Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to ₩14,880. The fair value is estimated to be ₩18,920, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 42%.
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩2,657 (vs ₩2,457 in FY 2023)Full year 2024 results: EPS: ₩2,657 (up from ₩2,457 in FY 2023). Revenue: ₩1.74t (down 3.2% from FY 2023). Net income: ₩184.1b (up 8.2% from FY 2023). Profit margin: 11% (up from 9.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2025Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2025, at 11:00 Tokyo Standard Time. Location: auditorium, 275, hyoryeong-ro, seocho-gu, seoul South Korea
分析記事 • Dec 16Hanil Cement Co., Ltd.'s (KRX:300720) Prospects Need A Boost To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider Hanil...
分析記事 • Nov 14Is Now The Time To Put Hanil Cement (KRX:300720) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • May 21Hanil Cement Co., Ltd.'s (KRX:300720) Low P/E No Reason For ExcitementHanil Cement Co., Ltd.'s ( KRX:300720 ) price-to-earnings (or "P/E") ratio of 5.9x might make it look like a strong buy...
Upcoming Dividend • Dec 20Upcoming dividend of ₩580 per share at 4.4% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 08 April 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Within top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (4.3%).
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: ₩1,138 (vs ₩1,179 in FY 2021)Full year 2022 results: EPS: ₩1,138. Revenue: ₩1.49t (up 17% from FY 2021). Net income: ₩78.8b (flat on FY 2021). Profit margin: 5.3% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩10,600, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 18x in the Basic Materials industry in South Korea. Total returns to shareholders of 30% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩540 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%).
Upcoming Dividend • Dec 21Upcoming dividend of ₩540 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩11,700, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the Basic Materials industry in South Korea. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩16,000, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 18x in the Basic Materials industry in South Korea. Total returns to shareholders of 39% over the past three years.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₩26,000, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 20x in the Basic Materials industry in South Korea. Total returns to shareholders of 148% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩510 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 04 April 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₩19,300, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 19x in the Basic Materials industry in South Korea. Total returns to shareholders of 68% over the past three years.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩20,100, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 23x in the Basic Materials industry in South Korea. Total returns to shareholders of 54% over the past three years.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩235,500, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 22x in the Basic Materials industry in South Korea. Total returns to shareholders of 81% over the past three years.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩198,500, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 27x in the Basic Materials industry in South Korea. Total returns to shareholders of 89% over the past three years.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩170,500, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 28x in the Basic Materials industry in South Korea. Total returns to shareholders of 110% over the past year.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₩168,000, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 27x in the Basic Materials industry in South Korea. Total returns to shareholders of 185% over the past year.
お知らせ • Feb 26Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2021Hanil Cement Co., Ltd., Annual General Meeting, Mar 25, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 25New 90-day high: ₩119,500The company is up 30% from its price of ₩92,100 on 27 November 2020. The South Korean market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 56% over the same period.
Is New 90 Day High Low • Jan 21New 90-day high: ₩112,500The company is up 36% from its price of ₩82,900 on 23 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 40% over the same period.
分析記事 • Dec 23Can You Imagine How Hanil Cement's (KRX:300720) Shareholders Feel About The 12% Share Price Increase?On average, over time, stock markets tend to rise higher. This makes investing attractive. But if you choose that path...
Upcoming Dividend • Dec 22First Dividend Is ₩4,700 Per ShareWill be paid on the 3rd of April to those who are registered shareholders by the 29th of December. This is the first dividend for Hanil Cement since going public. The average dividend yield among industry peers is 2.4%.
Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 18% share price gain to ₩109,000, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 31x in the Basic Materials industry in South Korea. Total returns to shareholders over the past year are 23%.
分析記事 • Dec 02Should You Be Worried About Hanil Cement's (KRX:300720) Returns On Capital?Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Is New 90 Day High Low • Nov 16New 90-day high: ₩88,400The company is up 5.0% from its price of ₩84,100 on 18 August 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 8.0% over the same period.
