View Future GrowthHanil Cement 過去の業績過去 基準チェック /26Hanil Cementは、平均年間6.6%の収益成長を遂げていますが、 Basic Materials業界の収益は、年間 減少しています。収益は、平均年間1.6% 5.8%収益成長率で 成長しています。 Hanil Cementの自己資本利益率は4.4%であり、純利益率は5.2%です。主要情報6.55%収益成長率4.66%EPS成長率Basic Materials 業界の成長24.67%収益成長率5.78%株主資本利益率4.42%ネット・マージン5.21%前回の決算情報31 Mar 2026最近の業績更新分析記事 • 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.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.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.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ₩14,650. The fair value is estimated to be ₩18,541, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 4.3% in a year. Earnings are forecast to grow by 58% in the next year.Buy Or Sell Opportunity • Jun 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to ₩14,060. The fair value is estimated to be ₩17,962, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 4.3% in a year. Earnings are forecast to grow by 58% in the next year.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.収支内訳Hanil Cement の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KOSE:A300720 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Mar 261,418,71273,897171,1842,14531 Dec 251,423,86074,200171,3842,45530 Sep 251,506,11078,039186,5822,99930 Jun 251,537,72193,138189,4702,58531 Mar 251,628,200140,255186,5322,89231 Dec 241,741,671184,052194,4382,88630 Sep 241,792,989214,367197,9892,67130 Jun 241,828,060209,547198,7782,54331 Mar 241,824,031201,472198,0122,10531 Dec 231,799,501170,155200,7601,75530 Sep 231,725,833146,040191,8371,65530 Jun 231,673,502119,947195,5131,51131 Mar 231,590,518105,643190,8951,44631 Dec 221,487,57578,793181,4281,51030 Sep 221,420,14969,106170,9821,59130 Jun 221,359,81370,864161,7681,68831 Mar 221,295,39564,563157,5141,81331 Dec 211,271,85478,642155,8262,56730 Sep 211,238,586105,169150,1982,49530 Jun 211,178,484116,041141,3812,57831 Mar 211,054,56598,527124,6252,63831 Dec 20974,28595,016112,3572,22930 Sep 20897,62467,633103,5242,15031 Dec 19946,19140,505103,2172,446質の高い収益: A300720は 高品質の収益 を持っています。利益率の向上: A300720の現在の純利益率 (5.2%)は、昨年(8.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A300720の収益は過去 5 年間で年間6.6%増加しました。成長の加速: A300720は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: A300720は過去 1 年間で収益成長率がマイナス ( -47.3% ) となったため、 Basic Materials業界平均 ( -23.7% ) と比較することが困難です。株主資本利益率高いROE: A300720の 自己資本利益率 ( 4.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/07/11 22:05終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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.
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.
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.
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.
Buy Or Sell Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ₩14,650. The fair value is estimated to be ₩18,541, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 4.3% in a year. Earnings are forecast to grow by 58% in the next year.
Buy Or Sell Opportunity • Jun 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to ₩14,060. The fair value is estimated to be ₩17,962, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 4.3% in a year. Earnings are forecast to grow by 58% in the next year.
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.