View ValuationChosun RefractoriesLtd 将来の成長Future 基準チェック /06現在、 Chosun RefractoriesLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Basic Materials 収益成長19.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • 15hChosun RefractoriesLtd's (KRX:462520) Performance Is Even Better Than Its Earnings SuggestChosun Refractories Co.,Ltd.'s ( KRX:462520 ) strong earnings report was rewarded with a positive stock price move. Our...お知らせ • Feb 24Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 26, 2026Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 32, jungdong-ro, jeollanam-do, gwangyang South KoreaUpcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 11%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).Reported Earnings • Nov 20Third quarter 2025 earnings released: ₩109 loss per share (vs ₩789 loss in 3Q 2024)Third quarter 2025 results: ₩109 loss per share (improved from ₩789 loss in 3Q 2024). Revenue: ₩135.5b (up 13% from 3Q 2024). Net loss: ₩1.28b (loss narrowed 86% from 3Q 2024).New Risk • Oct 17New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 13x earnings per share. Cash payout ratio: 119% Dividend yield: 11% 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 13x earnings per share. Cash payout ratio: 119% Revenue has declined by 2.9% over the past year. Minor Risks Less than 3 years of financial data is available. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).Reported Earnings • Aug 20Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: ₩397. Net income: ₩4.70b (up ₩4.70b from 2Q 2024).New Risk • May 21New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.5% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Risks Interest payments are not well covered by earnings (3.0x net interest cover). Revenue has declined by 7.1% over the past year. Minor Risks Less than 3 years of financial data is available. Paying a dividend despite being loss-making.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩145.0b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Revenue has declined by 10% over the past year. Minor Risks Less than 3 years of financial data is available. Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (₩145.0b market cap, or US$99.1m).お知らせ • Feb 19Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 20, 2025Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 20, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 32, jungdong-ro, jeollanam-do, gwangyang South KoreaNew Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Short dividend paying track record (less than a year of continuous dividend payments).New Risk • Jul 17New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 4.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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 Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (34% accrual ratio). Minor Risks Less than 3 years of financial data is available. Short dividend paying track record (less than a year of continuous dividend payments).Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩21,350, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Basic Materials industry in South Korea.Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩19,410, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 10x in the Basic Materials industry in South Korea.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩21,550, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 9x in the Basic Materials industry in South Korea.分析記事 • Mar 21Concerns Surrounding Chosun RefractoriesLtd's (KRX:462520) PerformanceChosun Refractories Co.,Ltd.'s ( KRX:462520 ) healthy profit numbers didn't contain any surprises for investors. We...New Risk • Aug 08New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Shares are highly illiquid. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Chosun RefractoriesLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSE:A462520 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026533,1146,34818,75037,539N/A12/31/2025532,0332,223-3,94616,577N/A9/30/2025522,937-8,0944,87422,876N/A6/30/2025514,37288215,91429,608N/A3/31/2025505,427-1,4918,47024,003N/A12/31/2024500,64047138,23752,683N/A12/31/2023558,73447,167-12,0906,154N/Aアナリストによる今後の成長予測収入対貯蓄率: A462520の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A462520の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A462520の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A462520の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A462520の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A462520の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 16:14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Chosun Refractories Co.,Ltd. 0 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。0
分析記事 • 15hChosun RefractoriesLtd's (KRX:462520) Performance Is Even Better Than Its Earnings SuggestChosun Refractories Co.,Ltd.'s ( KRX:462520 ) strong earnings report was rewarded with a positive stock price move. Our...
お知らせ • Feb 24Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 26, 2026Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 32, jungdong-ro, jeollanam-do, gwangyang South Korea
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 11%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.6%).
Reported Earnings • Nov 20Third quarter 2025 earnings released: ₩109 loss per share (vs ₩789 loss in 3Q 2024)Third quarter 2025 results: ₩109 loss per share (improved from ₩789 loss in 3Q 2024). Revenue: ₩135.5b (up 13% from 3Q 2024). Net loss: ₩1.28b (loss narrowed 86% from 3Q 2024).
New Risk • Oct 17New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 13x earnings per share. Cash payout ratio: 119% Dividend yield: 11% 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 13x earnings per share. Cash payout ratio: 119% Revenue has declined by 2.9% over the past year. Minor Risks Less than 3 years of financial data is available. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).
Reported Earnings • Aug 20Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: ₩397. Net income: ₩4.70b (up ₩4.70b from 2Q 2024).
New Risk • May 21New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.5% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Risks Interest payments are not well covered by earnings (3.0x net interest cover). Revenue has declined by 7.1% over the past year. Minor Risks Less than 3 years of financial data is available. Paying a dividend despite being loss-making.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩145.0b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Revenue has declined by 10% over the past year. Minor Risks Less than 3 years of financial data is available. Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (₩145.0b market cap, or US$99.1m).
お知らせ • Feb 19Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 20, 2025Chosun Refractories Co.,Ltd., Annual General Meeting, Mar 20, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 32, jungdong-ro, jeollanam-do, gwangyang South Korea
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Short dividend paying track record (less than a year of continuous dividend payments).
New Risk • Jul 17New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 4.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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 Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (34% accrual ratio). Minor Risks Less than 3 years of financial data is available. Short dividend paying track record (less than a year of continuous dividend payments).
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩21,350, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Basic Materials industry in South Korea.
Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩19,410, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 10x in the Basic Materials industry in South Korea.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₩21,550, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 9x in the Basic Materials industry in South Korea.
分析記事 • Mar 21Concerns Surrounding Chosun RefractoriesLtd's (KRX:462520) PerformanceChosun Refractories Co.,Ltd.'s ( KRX:462520 ) healthy profit numbers didn't contain any surprises for investors. We...
New Risk • Aug 08New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Shares are highly illiquid.