View Future GrowthLOGEN 過去の業績過去 基準チェック /26LOGENの収益は年間平均-35.5%の割合で減少していますが、 Logistics業界の収益は年間 増加しています。収益は年間7.9% 5.4%割合で 増加しています。 LOGENの自己資本利益率は4.2%であり、純利益率は2.3%です。主要情報-35.51%収益成長率-34.60%EPS成長率Logistics 業界の成長34.25%収益成長率5.36%株主資本利益率4.15%ネット・マージン2.25%前回の決算情報31 Mar 2026最近の業績更新分析記事 • Nov 27We Think That There Are Some Issues For COWELL FASHIONLtd (KOSDAQ:033290) Beyond Its Promising EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) healthy profit numbers didn't contain any surprises for investors. We...分析記事 • Apr 01COWELL FASHIONLtd (KOSDAQ:033290) Strong Profits May Be Masking Some Underlying IssuesCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) robust recent earnings didn't do much to move the stock. We think this is...分析記事 • Mar 31We Think That There Are More Issues For COWELL FASHIONLtd (KOSDAQ:033290) Than Just Sluggish EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) recent weak earnings report didn't cause a big stock movement. However, we...Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ₩53.00 (vs ₩66.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩53.00 (down from ₩66.00 in 3Q 2022). Revenue: ₩259.9b (down 5.7% from 3Q 2022). Net income: ₩4.72b (down 16% from 3Q 2022). Profit margin: 1.8% (down from 2.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Dec 11We Wouldn't Rely On COWELL FASHIONLtd's (KOSDAQ:033290) Statutory Earnings As A GuideIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...すべての更新を表示Recent updatesNew Risk • May 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). Earnings have declined by 36% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩89.4b market cap, or US$59.3m).お知らせ • Mar 11LOGEN Co., Ltd., Annual General Meeting, May 22, 2026LOGEN Co., Ltd., Annual General Meeting, May 22, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 37, baekja 3-gil, yongji-myeon, jeollabuk-do, gimje South Koreaお知らせ • Mar 10Moda-InnoChips Co., Ltd. (KOSDAQ:A080420) agreed to acquire LOGEN Co., Ltd. (KOSDAQ:A033290) from Dae Myung Chemical Co., Ltd. in a reverse merger transaction for approximately KRW 150 billion.Moda-InnoChips Co., Ltd. (KOSDAQ:A080420) agreed to acquire LOGEN Co., Ltd. (KOSDAQ:A033290) from Dae Myung Chemical Co., Ltd. in a reverse merger transaction for approximately KRW 150 billion on March 9, 2026. The consideration consists of 76.38 million common equity of Moda-InnoChips Co., Ltd. at a ratio of 0.975411 per common equity of LOGEN Co., Ltd. As part of consideration, KRW 154.67 billion is paid towards common equity of LOGEN Co., Ltd. The transaction is subject to subject to Korea Fair Trade Commission approval, approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board and approval of offer by target shareholders. The transaction is expected to be completed in July 1, 2026.分析記事 • Feb 10Here's Why LOGEN (KOSDAQ:033290) Is Weighed Down By Its Debt LoadLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 27We Think That There Are Some Issues For COWELL FASHIONLtd (KOSDAQ:033290) Beyond Its Promising EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) healthy profit numbers didn't contain any surprises for investors. We...New Risk • May 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 0% The company is paying a dividend despite having no free cash flows. Dividend yield: 12% 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 (2.0x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Earnings have declined by 35% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩108.4b market cap, or US$78.2m).分析記事 • Apr 01COWELL FASHIONLtd (KOSDAQ:033290) Strong Profits May Be Masking Some Underlying IssuesCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) robust recent earnings didn't do much to move the stock. We think this is...お知らせ • Mar 18COWELL FASHION Co.,Ltd, Annual General Meeting, Mar 31, 2025COWELL FASHION Co.,Ltd, Annual General Meeting, Mar 31, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 37, baekja 3-gil, yongji-myeon, jeollabuk-do, gimje South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩2,145, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 6x in the Logistics industry in South Korea. Total loss to shareholders of 31% over the past three years.分析記事 • Nov 12Does COWELL FASHIONLtd (KOSDAQ:033290) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩2,790, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Logistics industry in South Korea. Total loss to shareholders of 13% over the past three years.分析記事 • Sep 27COWELL FASHION Co.,Ltd (KOSDAQ:033290) Doing What It Can To Lift SharesWith a median price-to-sales (or "P/S") ratio of close to 0.2x in the Logistics industry in Korea, you could be...分析記事 • Aug 07Is COWELL FASHIONLtd (KOSDAQ:033290) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩2,155, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 7x in the Logistics industry in South Korea. Total loss to shareholders of 30% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of ₩60.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 9.5%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.6%).New Risk • Apr 03New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 100% The company is paying a dividend despite having no free cash flows. Dividend yield: 8.0% 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 (2.0x net interest cover). Share price has been highly volatile over the past 3 months (23% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Paying a dividend despite having no free cash flows. Earnings have declined by 5.2% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.分析記事 • Mar 31We Think That There Are More Issues For COWELL FASHIONLtd (KOSDAQ:033290) Than Just Sluggish EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) recent weak earnings report didn't cause a big stock movement. However, we...Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 75% to ₩3,430. The fair value is estimated to be ₩4,306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has declined by 9.6%.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 58%After last week's 58% share price decline to ₩3,815, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 55% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (2.7%).Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₩6,400, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩10,780, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 107% over the past three years.Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ₩53.00 (vs ₩66.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩53.00 (down from ₩66.00 in 3Q 2022). Revenue: ₩259.9b (down 5.7% from 3Q 2022). Net income: ₩4.72b (down 16% from 3Q 2022). Profit margin: 1.8% (down from 2.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩8,460, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 56% over the past three years.New Risk • Oct 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).New Risk • Sep 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.2% net profit margin).Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩5,780, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total returns to shareholders of 4.0% over the past three years.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ₩5,010, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 13% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of ₩90.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 24 July 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (2.5%).Upcoming Dividend • Dec 21Upcoming dividend of ₩70.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).Upcoming Dividend • Jun 22Upcoming dividend of ₩60.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 23 July 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (1.9%).Upcoming Dividend • Dec 22Upcoming dividend of ₩70.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩8,990, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Luxury industry in South Korea. Total returns to shareholders of 91% over the past three years.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 32% share price gain to ₩8,440, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 53% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 29 July 2021. Trailing yield: 1.9%. Lower than top quartile of South Korean dividend payers (2.1%). Higher than average of industry peers (1.1%).分析記事 • May 02Under The Bonnet, COWELL FASHIONLtd's (KOSDAQ:033290) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...分析記事 • Apr 10Here's What You Should Know About COWELL FASHION Co.,Ltd's (KOSDAQ:033290) 0.8% Dividend YieldToday we'll take a closer look at COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ) from a dividend investor's perspective...分析記事 • Mar 28Here's Why I Think COWELL FASHIONLtd (KOSDAQ:033290) Is An Interesting StockLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Is New 90 Day High Low • Mar 16New 90-day high: ₩6,090The company is up 8.0% from a price of ₩5,650 on 16 December 2020. Underperformed the South Korean market, which is up 9.0% over the last 90 days. Lagged the Luxury industry, which is up 20% over the same period.分析記事 • Mar 14Can You Imagine How COWELL FASHIONLtd's (KOSDAQ:033290) Shareholders Feel About The 79% Share Price Increase?Stock pickers are generally looking for stocks that will outperform the broader market. And the truth is, you can make...分析記事 • Mar 01COWELL FASHION Co.,Ltd's (KOSDAQ:033290) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at COWELL FASHIONLtd's (KOSDAQ:033290) recent performance, when its stock has...分析記事 • Feb 17Is COWELL FASHION Co.,Ltd (KOSDAQ:033290) Trading At A 46% Discount?Today we will run through one way of estimating the intrinsic value of COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ) by...Is New 90 Day High Low • Feb 08New 90-day high: ₩5,990The company is up 2.0% from its price of ₩5,880 on 10 November 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩11,301 per share.分析記事 • Feb 06COWELL FASHIONLtd (KOSDAQ:033290) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Jan 27Does COWELL FASHIONLtd (KOSDAQ:033290) Have The DNA Of A Multi-Bagger?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Jan 16Could The COWELL FASHION Co.,Ltd (KOSDAQ:033290) Ownership Structure Tell Us Something Useful?If you want to know who really controls COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ), then you'll have to look at the...Is New 90 Day High Low • Jan 05New 90-day low: ₩5,550The company is down 12% from its price of ₩6,280 on 07 October 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩11,663 per share.分析記事 • Jan 04Is COWELL FASHION Co.,Ltd (KOSDAQ:033290) A Smart Pick For Income Investors?Is COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ) a good dividend stock? How can we tell? Dividend paying companies with...分析記事 • Dec 23Does COWELL FASHIONLtd (KOSDAQ:033290) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Upcoming Dividend • Dec 22Upcoming Dividend of ₩50.00 Per ShareWill be paid on the 6th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.9% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (1.4%).Is New 90 Day High Low • Dec 15New 90-day low: ₩5,560The company is down 16% from its price of ₩6,620 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩12,565 per share.分析記事 • Dec 11We Wouldn't Rely On COWELL FASHIONLtd's (KOSDAQ:033290) Statutory Earnings As A GuideIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...分析記事 • Nov 29Should COWELL FASHIONLtd (KOSDAQ:033290) Be Disappointed With Their 83% Profit?Stock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...Is New 90 Day High Low • Nov 19New 90-day low: ₩5,720The company is down 3.0% from its price of ₩5,870 on 21 August 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩10,924 per share.収支内訳LOGEN 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KOSDAQ:A033290 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 26794,57717,89338,0451,32131 Dec 25793,16821,02538,3281,32030 Sep 25804,25821,97841,5941,01330 Jun 25796,98523,60040,4301,01331 Mar 25801,71315,67640,69578331 Dec 24808,62717,17438,5241,18130 Sep 24800,00018,99635,5611,13330 Jun 24801,55118,02338,7671,13331 Mar 24809,68818,07543,9411,23131 Dec 23808,04314,13244,8501,09330 Sep 23571,134-20,427-23,8571,24730 Jun 23650,747-15,2394,3281,24731 Mar 23737,1592,12932,8821,13431 Dec 22822,01816,07357,9381,19530 Sep 221,186,04758,834167,1291,15830 Jun 221,020,15665,303156,7591,38031 Mar 22848,97864,721152,1831,32731 Dec 21673,98063,617154,76596530 Sep 21459,47370,386151,82175730 Jun 21437,90674,167148,24175931 Mar 21432,78371,492149,37976831 Dec 20426,42171,569149,43184730 Sep 20418,24060,378140,2481,01830 Jun 20418,94554,818140,0001,02431 Mar 20408,47452,490135,3931,10331 Dec 19394,65151,388128,3991,08330 Sep 19382,00554,275126,1281,08130 Jun 19370,59953,649123,2991,06131 Mar 19351,25851,765119,16294131 Dec 18339,37650,241116,68683930 Sep 18335,45650,170122,12282030 Jun 18321,46249,186117,24086631 Mar 18311,44146,391113,55392231 Dec 17309,43744,221113,42793230 Sep 17292,08633,576108,72087030 Jun 17286,11729,542107,33283931 Mar 17264,70723,710100,01982931 Dec 16249,68820,01894,89485930 Sep 16226,10416,54683,06587830 Jun 16207,08414,05277,67195731 Mar 16208,07015,62875,0961,00431 Dec 15161,4779,56255,5001,03830 Sep 15115,3699,68332,6871,128質の高い収益: A033290には₩3.2B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: A033290の現在の純利益率 (2.3%)は、昨年(2%)よりも高くなっています。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: A033290の収益は過去 5 年間で年間35.5%減少しました。成長の加速: A033290の過去 1 年間の収益成長率 ( 14.1% ) は、5 年間の平均 ( 年間-35.5%を上回っています。収益対業界: A033290の過去 1 年間の収益成長率 ( 14.1% ) Logistics業界17%を上回りませんでした。株主資本利益率高いROE: A033290の 自己資本利益率 ( 4.2% ) 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7D1Y7D1Y7D1YTransportation 、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2026/08/07 17:04終値2026/08/07 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LOGEN 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。7 アナリスト機関Sang-Hun LeeiM SecuritiesNu Ri HaKB Securities Co., Ltd.Sung Hwan ChoiKyobo Securities Co., Ltd4 その他のアナリストを表示
分析記事 • Nov 27We Think That There Are Some Issues For COWELL FASHIONLtd (KOSDAQ:033290) Beyond Its Promising EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) healthy profit numbers didn't contain any surprises for investors. We...
分析記事 • Apr 01COWELL FASHIONLtd (KOSDAQ:033290) Strong Profits May Be Masking Some Underlying IssuesCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) robust recent earnings didn't do much to move the stock. We think this is...
分析記事 • Mar 31We Think That There Are More Issues For COWELL FASHIONLtd (KOSDAQ:033290) Than Just Sluggish EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) recent weak earnings report didn't cause a big stock movement. However, we...
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ₩53.00 (vs ₩66.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩53.00 (down from ₩66.00 in 3Q 2022). Revenue: ₩259.9b (down 5.7% from 3Q 2022). Net income: ₩4.72b (down 16% from 3Q 2022). Profit margin: 1.8% (down from 2.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Dec 11We Wouldn't Rely On COWELL FASHIONLtd's (KOSDAQ:033290) Statutory Earnings As A GuideIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
New Risk • May 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). Earnings have declined by 36% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩89.4b market cap, or US$59.3m).
お知らせ • Mar 11LOGEN Co., Ltd., Annual General Meeting, May 22, 2026LOGEN Co., Ltd., Annual General Meeting, May 22, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 37, baekja 3-gil, yongji-myeon, jeollabuk-do, gimje South Korea
お知らせ • Mar 10Moda-InnoChips Co., Ltd. (KOSDAQ:A080420) agreed to acquire LOGEN Co., Ltd. (KOSDAQ:A033290) from Dae Myung Chemical Co., Ltd. in a reverse merger transaction for approximately KRW 150 billion.Moda-InnoChips Co., Ltd. (KOSDAQ:A080420) agreed to acquire LOGEN Co., Ltd. (KOSDAQ:A033290) from Dae Myung Chemical Co., Ltd. in a reverse merger transaction for approximately KRW 150 billion on March 9, 2026. The consideration consists of 76.38 million common equity of Moda-InnoChips Co., Ltd. at a ratio of 0.975411 per common equity of LOGEN Co., Ltd. As part of consideration, KRW 154.67 billion is paid towards common equity of LOGEN Co., Ltd. The transaction is subject to subject to Korea Fair Trade Commission approval, approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board and approval of offer by target shareholders. The transaction is expected to be completed in July 1, 2026.
分析記事 • Feb 10Here's Why LOGEN (KOSDAQ:033290) Is Weighed Down By Its Debt LoadLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 27We Think That There Are Some Issues For COWELL FASHIONLtd (KOSDAQ:033290) Beyond Its Promising EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) healthy profit numbers didn't contain any surprises for investors. We...
New Risk • May 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 0% The company is paying a dividend despite having no free cash flows. Dividend yield: 12% 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 (2.0x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Earnings have declined by 35% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₩108.4b market cap, or US$78.2m).
分析記事 • Apr 01COWELL FASHIONLtd (KOSDAQ:033290) Strong Profits May Be Masking Some Underlying IssuesCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) robust recent earnings didn't do much to move the stock. We think this is...
お知らせ • Mar 18COWELL FASHION Co.,Ltd, Annual General Meeting, Mar 31, 2025COWELL FASHION Co.,Ltd, Annual General Meeting, Mar 31, 2025, at 10:00 Tokyo Standard Time. Location: conference room, 37, baekja 3-gil, yongji-myeon, jeollabuk-do, gimje South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 14 April 2025. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩2,145, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 6x in the Logistics industry in South Korea. Total loss to shareholders of 31% over the past three years.
分析記事 • Nov 12Does COWELL FASHIONLtd (KOSDAQ:033290) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩2,790, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Logistics industry in South Korea. Total loss to shareholders of 13% over the past three years.
分析記事 • Sep 27COWELL FASHION Co.,Ltd (KOSDAQ:033290) Doing What It Can To Lift SharesWith a median price-to-sales (or "P/S") ratio of close to 0.2x in the Logistics industry in Korea, you could be...
分析記事 • Aug 07Is COWELL FASHIONLtd (KOSDAQ:033290) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩2,155, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 7x in the Logistics industry in South Korea. Total loss to shareholders of 30% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of ₩60.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 9.5%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (2.6%).
New Risk • Apr 03New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 100% The company is paying a dividend despite having no free cash flows. Dividend yield: 8.0% 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 (2.0x net interest cover). Share price has been highly volatile over the past 3 months (23% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Paying a dividend despite having no free cash flows. Earnings have declined by 5.2% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
分析記事 • Mar 31We Think That There Are More Issues For COWELL FASHIONLtd (KOSDAQ:033290) Than Just Sluggish EarningsCOWELL FASHION Co.,Ltd's ( KOSDAQ:033290 ) recent weak earnings report didn't cause a big stock movement. However, we...
Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 75% to ₩3,430. The fair value is estimated to be ₩4,306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has declined by 9.6%.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 58%After last week's 58% share price decline to ₩3,815, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 55% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (2.7%).
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₩6,400, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩10,780, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 107% over the past three years.
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ₩53.00 (vs ₩66.00 in 3Q 2022)Third quarter 2023 results: EPS: ₩53.00 (down from ₩66.00 in 3Q 2022). Revenue: ₩259.9b (down 5.7% from 3Q 2022). Net income: ₩4.72b (down 16% from 3Q 2022). Profit margin: 1.8% (down from 2.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩8,460, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 8x in the Luxury industry in South Korea. Total returns to shareholders of 56% over the past three years.
New Risk • Oct 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).
New Risk • Sep 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.2% net profit margin).
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩5,780, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total returns to shareholders of 4.0% over the past three years.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ₩5,010, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 13% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of ₩90.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 24 July 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (2.5%).
Upcoming Dividend • Dec 21Upcoming dividend of ₩70.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 07 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).
Upcoming Dividend • Jun 22Upcoming dividend of ₩60.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 23 July 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (1.9%).
Upcoming Dividend • Dec 22Upcoming dividend of ₩70.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩8,990, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Luxury industry in South Korea. Total returns to shareholders of 91% over the past three years.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 32% share price gain to ₩8,440, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 53% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 29 July 2021. Trailing yield: 1.9%. Lower than top quartile of South Korean dividend payers (2.1%). Higher than average of industry peers (1.1%).
分析記事 • May 02Under The Bonnet, COWELL FASHIONLtd's (KOSDAQ:033290) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Apr 10Here's What You Should Know About COWELL FASHION Co.,Ltd's (KOSDAQ:033290) 0.8% Dividend YieldToday we'll take a closer look at COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ) from a dividend investor's perspective...
分析記事 • Mar 28Here's Why I Think COWELL FASHIONLtd (KOSDAQ:033290) Is An Interesting StockLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Is New 90 Day High Low • Mar 16New 90-day high: ₩6,090The company is up 8.0% from a price of ₩5,650 on 16 December 2020. Underperformed the South Korean market, which is up 9.0% over the last 90 days. Lagged the Luxury industry, which is up 20% over the same period.
分析記事 • Mar 14Can You Imagine How COWELL FASHIONLtd's (KOSDAQ:033290) Shareholders Feel About The 79% Share Price Increase?Stock pickers are generally looking for stocks that will outperform the broader market. And the truth is, you can make...
分析記事 • Mar 01COWELL FASHION Co.,Ltd's (KOSDAQ:033290) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at COWELL FASHIONLtd's (KOSDAQ:033290) recent performance, when its stock has...
分析記事 • Feb 17Is COWELL FASHION Co.,Ltd (KOSDAQ:033290) Trading At A 46% Discount?Today we will run through one way of estimating the intrinsic value of COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ) by...
Is New 90 Day High Low • Feb 08New 90-day high: ₩5,990The company is up 2.0% from its price of ₩5,880 on 10 November 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩11,301 per share.
分析記事 • Feb 06COWELL FASHIONLtd (KOSDAQ:033290) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Jan 27Does COWELL FASHIONLtd (KOSDAQ:033290) Have The DNA Of A Multi-Bagger?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Jan 16Could The COWELL FASHION Co.,Ltd (KOSDAQ:033290) Ownership Structure Tell Us Something Useful?If you want to know who really controls COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ), then you'll have to look at the...
Is New 90 Day High Low • Jan 05New 90-day low: ₩5,550The company is down 12% from its price of ₩6,280 on 07 October 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩11,663 per share.
分析記事 • Jan 04Is COWELL FASHION Co.,Ltd (KOSDAQ:033290) A Smart Pick For Income Investors?Is COWELL FASHION Co.,Ltd ( KOSDAQ:033290 ) a good dividend stock? How can we tell? Dividend paying companies with...
分析記事 • Dec 23Does COWELL FASHIONLtd (KOSDAQ:033290) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩50.00 Per ShareWill be paid on the 6th of April to those who are registered shareholders by the 29th of December. The trailing yield of 0.9% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (1.4%).
Is New 90 Day High Low • Dec 15New 90-day low: ₩5,560The company is down 16% from its price of ₩6,620 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩12,565 per share.
分析記事 • Dec 11We Wouldn't Rely On COWELL FASHIONLtd's (KOSDAQ:033290) Statutory Earnings As A GuideIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
分析記事 • Nov 29Should COWELL FASHIONLtd (KOSDAQ:033290) Be Disappointed With Their 83% Profit?Stock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...
Is New 90 Day High Low • Nov 19New 90-day low: ₩5,720The company is down 3.0% from its price of ₩5,870 on 21 August 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩10,924 per share.