View ValuationCJ Logistics 将来の成長Future 基準チェック /16CJ Logistics利益と収益がそれぞれ年間11.6%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7% 12.6%なると予測されています。主要情報11.6%収益成長率12.63%EPS成長率Logistics 収益成長14.5%収益成長率3.6%将来の株主資本利益率6.98%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報Price Target Changed • May 17Price target decreased by 9.0% to ₩135,429Down from ₩148,857, the current price target is an average from 14 analysts. New target price is 47% above last closing price of ₩92,400. Stock is up 16% over the past year. The company is forecast to post earnings per share of ₩11,576 for next year compared to ₩11,347 last year.Major Estimate Revision • May 16Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩12.9b to ₩13.0b. EPS estimate fell from ₩13,110 to ₩11,576 per share. Net income forecast to grow 13% next year vs 18% growth forecast for Logistics industry in South Korea. Consensus price target down from ₩145,032 to ₩135,429. Share price fell 8.2% to ₩92,400 over the past week.Major Estimate Revision • Feb 11Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ₩13,273 to ₩14,656. Revenue forecast steady at ₩12.9b. Net income forecast to grow 26% next year vs 22% growth forecast for Logistics industry in South Korea. Consensus price target up from ₩117,540 to ₩127,467. Share price rose 41% to ₩146,100 over the past week.Price Target Changed • Feb 11Price target increased by 8.4% to ₩124,133Up from ₩114,467, the current price target is an average from 15 analysts. New target price is 15% below last closing price of ₩146,100. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₩10,728 for next year compared to ₩12,088 last year.Price Target Changed • May 21Price target decreased by 7.4% to ₩111,462Down from ₩120,333, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩77,600. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₩10,843 for next year compared to ₩12,088 last year.Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩12,270 to ₩10,679 per share. Revenue forecast steady at ₩12.6b. Net income forecast to shrink 2.4% next year vs 16% growth forecast for Logistics industry in South Korea . Consensus price target down from ₩120,333 to ₩113,000. Share price fell 4.5% to ₩79,300 over the past week.すべての更新を表示Recent updatesPrice Target Changed • May 17Price target decreased by 9.0% to ₩135,429Down from ₩148,857, the current price target is an average from 14 analysts. New target price is 47% above last closing price of ₩92,400. Stock is up 16% over the past year. The company is forecast to post earnings per share of ₩11,576 for next year compared to ₩11,347 last year.Major Estimate Revision • May 16Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩12.9b to ₩13.0b. EPS estimate fell from ₩13,110 to ₩11,576 per share. Net income forecast to grow 13% next year vs 18% growth forecast for Logistics industry in South Korea. Consensus price target down from ₩145,032 to ₩135,429. Share price fell 8.2% to ₩92,400 over the past week.お知らせ • May 01CJ Logistics Corporation to Report Q1, 2026 Results on May 13, 2026CJ Logistics Corporation announced that they will report Q1, 2026 results on May 13, 2026お知らせ • Apr 02CJ Logistics Corporation (KOSE:A000120) agreed to acquire remaining 49.10% stake in Gemadept Logistics Holding Co Ltd from Gemadept Corporation (HOSE:GMD).CJ Logistics Corporation (KOSE:A000120) agreed to acquire remaining 49.10% stake in Gemadept Logistics Holding Co Ltd from Gemadept Corporation (HOSE:GMD) on April 1, 2026. Upon completion, CJ Logistics Corporation will own 100% stake in Gemadept Logistics Holding Co Ltd.Reported Earnings • Mar 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩11,347 (down from ₩12,088 in FY 2024). Revenue: ₩12t (up 1.4% from FY 2024). Net income: ₩242.1b (down 2.6% from FY 2024). Profit margin: 2.0% (down from 2.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.6%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Mar 11CJ Logistics Corporation, Annual General Meeting, Mar 24, 2026CJ Logistics Corporation, Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: onlyone hall, 7, jong-ro 5-gil, jongno-gu, seoul South KoreaValuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩110,500, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Logistics industry in Asia. Total returns to shareholders of 38% over the past three years.分析記事 • Feb 11CJ Logistics (KRX:000120) Has Announced A Dividend Of ₩800.00The board of CJ Logistics Corporation ( KRX:000120 ) has announced that it will pay a dividend of ₩800.00 per share on...Declared Dividend • Feb 11Dividend of ₩800 announcedDividend of ₩800 is the same as last year. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 0.5%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Feb 11Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ₩13,273 to ₩14,656. Revenue forecast steady at ₩12.9b. Net income forecast to grow 26% next year vs 22% growth forecast for Logistics industry in South Korea. Consensus price target up from ₩117,540 to ₩127,467. Share price rose 41% to ₩146,100 over the past week.Price Target Changed • Feb 11Price target increased by 8.4% to ₩124,133Up from ₩114,467, the current price target is an average from 15 analysts. New target price is 15% below last closing price of ₩146,100. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₩10,728 for next year compared to ₩12,088 last year.お知らせ • Feb 10CJ Logistics Corporation announces Annual dividendCJ Logistics Corporation announced Annual dividend of KRW 800.0000 per share, ex-date on March 30, 2026 and record date on March 31, 2026.分析記事 • Feb 09CJ Logistics Corporation's (KRX:000120) Shares Bounce 25% But Its Business Still Trails The MarketThe CJ Logistics Corporation ( KRX:000120 ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩118,300, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Logistics industry in Asia. Total returns to shareholders of 39% over the past three years.お知らせ • Jan 30CJ Logistics Corporation to Report Fiscal Year 2025 Final Results on Feb 10, 2026CJ Logistics Corporation announced that they will report fiscal year 2025 final results at 3:00 PM, Korea Standard Time on Feb 10, 2026分析記事 • Dec 07We Think CJ Logistics (KRX:000120) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩95,200, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Logistics industry in Asia. Total returns to shareholders of 7.1% over the past three years.分析記事 • Nov 11CJ Logistics Corporation (KRX:000120) Looks Inexpensive But Perhaps Not Attractive EnoughWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider CJ...お知らせ • Oct 31CJ Logistics Corporation to Report Q3, 2025 Results on Nov 07, 2025CJ Logistics Corporation announced that they will report Q3, 2025 results on Nov 07, 2025分析記事 • Jul 29Is CJ Logistics Corporation (KRX:000120) Trading At A 48% Discount?Key Insights CJ Logistics' estimated fair value is ₩170,825 based on 2 Stage Free Cash Flow to Equity CJ Logistics...分析記事 • Jul 08CJ Logistics Corporation's (KRX:000120) Earnings Are Not Doing Enough For Some InvestorsCJ Logistics Corporation's ( KRX:000120 ) price-to-earnings (or "P/E") ratio of 8x might make it look like a buy right...お知らせ • May 28CJ Logistics Corporation (KOSE:A000120) acquired an additional minority stake in CJ Darcl Logistics Limited.CJ Logistics Corporation (KOSE:A000120) acquired an additional minority stake in CJ Darcl Logistics Limited on May 27, 2025. The transaction comprises both primary and secondary components, reinforcing CJ Logistics Corporation’s long-term strategic commitment to the Indian logistics sector. The additional capital will support CJ Darcl’s efforts to expand its presence across India and scale operations in multimodal infrastructure, including terminals, modern warehousing, digital supply chain systems, and alternative fuel platforms. On completion of primary and secondary investment, CJ Logistics Corporation has increased its stake from 50% to 56% stake in CJ Darcl Logistics Limited for $32 million. The remaining 44% in CJ Darcl Logistics Limited continues to be held by the founding Darcl promoters and their affiliates. CJ Logistics Corporation (KOSE:A000120) completed the acquisition of an additional minority stake in CJ Darcl Logistics Limited on May 27, 2025.Price Target Changed • May 21Price target decreased by 7.4% to ₩111,462Down from ₩120,333, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩77,600. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₩10,843 for next year compared to ₩12,088 last year.Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩12,270 to ₩10,679 per share. Revenue forecast steady at ₩12.6b. Net income forecast to shrink 2.4% next year vs 16% growth forecast for Logistics industry in South Korea . Consensus price target down from ₩120,333 to ₩113,000. Share price fell 4.5% to ₩79,300 over the past week.お知らせ • Apr 26CJ Logistics Corporation to Report Q1, 2025 Results on May 13, 2025CJ Logistics Corporation announced that they will report Q1, 2025 results on May 13, 2025Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩12,088 (up from ₩10,357 in FY 2023). Revenue: ₩12t (up 3.0% from FY 2023). Net income: ₩248.5b (up 11% from FY 2023). Profit margin: 2.1% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Mar 11CJ Logistics Corporation's (KRX:000120) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider CJ...お知らせ • Mar 07CJ Logistics Corporation, Annual General Meeting, Mar 25, 2025CJ Logistics Corporation, Annual General Meeting, Mar 25, 2025, at 09:01 Tokyo Standard Time. Location: onlyone hall, 7, jong-ro 5-gil, jongno-gu, seoul South KoreaValuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩94,300, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Logistics industry in Asia. Total loss to shareholders of 23% over the past three years.お知らせ • Jan 26CJ Logistics Corporation to Report Fiscal Year 2024 Results on Feb 11, 2025CJ Logistics Corporation announced that they will report fiscal year 2024 results on Feb 11, 2025分析記事 • Dec 20These 4 Measures Indicate That CJ Logistics (KRX:000120) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 20Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₩2,672 (up from ₩2,385 in 3Q 2023). Revenue: ₩2.98t (up 1.3% from 3Q 2023). Net income: ₩54.8b (up 5.2% from 3Q 2023). Profit margin: 1.8% (in line with 3Q 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia. 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 16% per year, which means it is significantly lagging earnings.お知らせ • Oct 29CJ Logistics Corporation to Report Nine Months, 2024 Results on Nov 08, 2024CJ Logistics Corporation announced that they will report nine months, 2024 results on Nov 08, 2024分析記事 • Sep 30Are Investors Undervaluing CJ Logistics Corporation (KRX:000120) By 29%?Key Insights Using the 2 Stage Free Cash Flow to Equity, CJ Logistics fair value estimate is ₩131,356 CJ Logistics is...分析記事 • Aug 16Benign Growth For CJ Logistics Corporation (KRX:000120) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 8.9x CJ Logistics Corporation ( KRX:000120 ) may be sending bullish...お知らせ • Aug 07CJ Logistics Corporation to Report Q2, 2024 Results on Aug 09, 2024CJ Logistics Corporation announced that they will report Q2, 2024 results on Aug 09, 2024分析記事 • Jul 24CJ Logistics (KRX:000120) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 14An Intrinsic Calculation For CJ Logistics Corporation (KRX:000120) Suggests It's 44% UndervaluedKey Insights The projected fair value for CJ Logistics is ₩176,685 based on 2 Stage Free Cash Flow to Equity CJ...New Risk • May 25New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.お知らせ • May 01CJ Logistics Corporation to Report Q1, 2024 Results on May 10, 2024CJ Logistics Corporation announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Apr 11CJ Logistics (KRX:000120) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Feb 14Price target increased by 10% to ₩154,333Up from ₩139,750, the current price target is an average from 12 analysts. New target price is 10% above last closing price of ₩139,800. Stock is up 67% over the past year. The company is forecast to post earnings per share of ₩9,709 for next year compared to ₩8,190 last year.Price Target Changed • Feb 09Price target increased by 9.8% to ₩143,917Up from ₩131,091, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₩139,100. Stock is up 60% over the past year. The company is forecast to post earnings per share of ₩9,709 for next year compared to ₩8,190 last year.お知らせ • Jan 27CJ Logistics Corporation to Report Q4, 2023 Results on Feb 07, 2024CJ Logistics Corporation announced that they will report Q4, 2023 results on Feb 07, 2024Price Target Changed • Dec 16Price target increased by 9.9% to ₩124,636Up from ₩113,364, the current price target is an average from 11 analysts. New target price is 5.4% above last closing price of ₩118,200. Stock is up 29% over the past year. The company is forecast to post earnings per share of ₩9,700 for next year compared to ₩8,190 last year.Price Target Changed • Dec 09Price target increased by 8.7% to ₩117,818Up from ₩108,364, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₩118,600. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₩9,735 for next year compared to ₩8,190 last year.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩91,900, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry in Asia. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩66,530 per share.Price Target Changed • Oct 28Price target decreased by 8.0% to ₩107,000Down from ₩116,364, the current price target is an average from 11 analysts. New target price is 44% above last closing price of ₩74,400. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₩9,551 for next year compared to ₩8,190 last year.Buying Opportunity • Aug 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₩101,806, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.3%. The fair value is estimated to be ₩88,956, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Reported Earnings • May 21First quarter 2023 earnings released: EPS: ₩2,009 (vs ₩1,129 in 1Q 2022)First quarter 2023 results: EPS: ₩2,009 (up from ₩1,129 in 1Q 2022). Revenue: ₩2.81t (down 1.7% from 1Q 2022). Net income: ₩44.6b (up 65% from 1Q 2022). Profit margin: 1.6% (up from 0.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩8,190 (up from ₩1,841 in FY 2021). Revenue: ₩12t (up 6.9% from FY 2021). Net income: ₩181.6b (up 232% from FY 2021). Profit margin: 1.5% (up from 0.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Major Estimate Revision • Feb 10Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩10,485 to ₩9,104 per share. Revenue forecast steady at ₩12.9b. Net income forecast to shrink 2.7% next year vs 18% growth forecast for Logistics industry in South Korea . Consensus price target broadly unchanged at ₩126,833. Share price fell 5.1% to ₩87,200 over the past week.Reported Earnings • Nov 20Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₩2,595 (up from ₩1,620 in 3Q 2021). Revenue: ₩3.11t (up 9.4% from 3Q 2021). Net income: ₩56.3b (up 53% from 3Q 2021). Profit margin: 1.8% (up from 1.3% in 3Q 2021). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Mee-Sok Yeo is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Price Target Changed • Nov 09Price target decreased to ₩144,167Down from ₩158,000, the current price target is an average from 12 analysts. New target price is 63% above last closing price of ₩88,500. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩9,118 for next year compared to ₩1,841 last year.お知らせ • Oct 25CJ Logistics Corporation to Report Q3, 2022 Results on Nov 08, 2022CJ Logistics Corporation announced that they will report Q3, 2022 results on Nov 08, 2022Reported Earnings • Aug 21Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: ₩2,859 (up from ₩2,824 loss in 2Q 2021). Revenue: ₩3.14t (up 14% from 2Q 2021). Net income: ₩61.5b (up ₩113.4b from 2Q 2021). Profit margin: 2.0% (up from net loss in 2Q 2021). Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the next year, revenue is forecast to grow 5.0%, compared to a 15% growth forecast for the Logistics industry in South Korea. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 11Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩11.8b to ₩12.3b. EPS estimate increased from ₩7,701 to ₩9,413 per share. Net income forecast to grow 486% next year vs 22% growth forecast for Transportation industry in South Korea. Consensus price target broadly unchanged at ₩174,429. Share price rose 4.1% to ₩127,000 over the past week.Board Change • Apr 27No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Mee-Sok Yeo is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩8,809 to ₩7,057 per share. Revenue forecast steady at ₩11.8b. Net income forecast to grow 1,058% next year vs 12% growth forecast for Transportation industry in South Korea. Consensus price target broadly unchanged at ₩191,063. Share price was steady at ₩123,500 over the past week.Major Estimate Revision • Jan 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₩2,677 to ₩2,318 per share. Revenue forecast steady at ₩11.2b. Net income forecast to grow 1,290% next year vs 5.2% growth forecast for Transportation industry in South Korea. Consensus price target broadly unchanged at ₩194,188. Share price fell 5.6% to ₩117,000 over the past week.Reported Earnings • Aug 23Second quarter 2021 earnings released: ₩2,824 loss per share (vs ₩1,594 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: ₩2.75t (up 3.7% from 2Q 2020). Net loss: ₩51.8b (down 255% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 20First quarter 2021 earnings released: EPS ₩416 (vs ₩620 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ₩2.69t (up 7.0% from 1Q 2020). Net income: ₩12.8b (down 19% from 1Q 2020). Profit margin: 0.5% (down from 0.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 04Calculating The Intrinsic Value Of CJ Logistics Corporation (KRX:000120)In this article we are going to estimate the intrinsic value of CJ Logistics Corporation ( KRX:000120 ) by taking the...Reported Earnings • Mar 25Full year 2020 earnings released: EPS ₩5,683 (vs ₩1,349 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩11t (up 3.5% from FY 2019). Net income: ₩123.0b (up 210% from FY 2019). Profit margin: 1.1% (up from 0.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year.分析記事 • Mar 14These 4 Measures Indicate That CJ Logistics (KRX:000120) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Mar 10CJ Logistics Corporation, Annual General Meeting, Mar 29, 2021CJ Logistics Corporation, Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time.分析記事 • Feb 17Should CJ Logistics (KRX:000120) Be Disappointed With Their 31% Profit?Vanguard founder Jack Bogle helped spearhead the low-cost index fund, putting average returns within reach of every...分析記事 • Feb 04Is There More To The Story Than CJ Logistics' (KRX:000120) Earnings Growth?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...Is New 90 Day High Low • Feb 03New 90-day high: ₩189,500The company is up 14% from its price of ₩166,000 on 05 November 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Transportation 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 ₩206,384 per share.お知らせ • Jan 27CJ Logistics Corporation to Report Q4, 2020 Results on Feb 08, 2021CJ Logistics Corporation announced that they will report Q4, 2020 results on Feb 08, 2021分析記事 • Jan 22Are Institutions Heavily Invested In CJ Logistics Corporation's (KRX:000120) Shares?If you want to know who really controls CJ Logistics Corporation ( KRX:000120 ), then you'll have to look at the makeup...分析記事 • Jan 09CJ Logistics Corporation's (KRX:000120) Stock is Soaring But Financials Seem Inconsistent: Will The Uptrend Continue?CJ Logistics' (KRX:000120) stock is up by a considerable 7.1% over the past month. But the company's key financial...分析記事 • Dec 27Calculating The Fair Value Of CJ Logistics Corporation (KRX:000120)Does the December share price for CJ Logistics Corporation ( KRX:000120 ) reflect what it's really worth? Today, we...分析記事 • Dec 14Is CJ Logistics (KRX:000120) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 01What Do The Returns On Capital At CJ Logistics (KRX:000120) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Nov 18CJ Logistics' (KRX:000120) Stock Price Has Reduced 15% In The Past Five YearsWhile it may not be enough for some shareholders, we think it is good to see the CJ Logistics Corporation (KRX:000120...お知らせ • Oct 28CJ Logistics Corporation to Report Q3, 2020 Results on Nov 06, 2020CJ Logistics Corporation announced that they will report Q3, 2020 results on Nov 06, 2020Is New 90 Day High Low • Oct 07New 90-day high: ₩183,000The company is up 10.0% from its price of ₩166,000 on 09 July 2020. The South Korean market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Transportation industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩255,365 per share.お知らせ • Jul 25CJ Logistics Corporation to Report Q2, 2020 Results on Aug 07, 2020CJ Logistics Corporation announced that they will report Q2, 2020 results on Aug 07, 2020業績と収益の成長予測KOSE:A000120 - 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12/31/202814,063,867345,246436,580919,9131012/31/202713,527,758316,860437,071868,4331412/31/202613,010,122256,466324,933841,936133/31/202612,506,613225,087326,200954,641N/A12/31/202512,284,652226,309293,263902,360N/A9/30/202512,267,941244,087385,775899,466N/A6/30/202512,177,147227,849380,539718,262N/A3/31/202512,187,921227,686334,616605,869N/A12/31/202412,116,761241,096370,625606,203N/A9/30/202412,016,992212,427423,708638,292N/A6/30/202411,978,250209,728544,829766,823N/A3/31/202411,881,500211,220564,860833,793N/A12/31/202311,767,894206,578529,712836,600N/A9/30/202311,730,726169,153578,161925,825N/A6/30/202311,907,077173,285497,898857,706N/A3/31/202312,081,580180,949515,007842,809N/A12/31/202212,130,713163,351318,842622,939N/A9/30/202212,164,635183,726123,097397,380N/A6/30/202211,897,702164,285144,594405,374N/A3/31/202211,508,00250,933-14,267236,769N/A12/31/202111,343,65236,70985,280344,143N/A9/30/202111,127,59411,40864,015336,301N/A6/30/202111,055,60616,785250,670543,510N/A3/31/202110,958,369102,039433,584734,968N/A12/31/202010,781,127104,997236,509572,348N/A9/30/202010,765,594111,301707,5781,036,210N/A6/30/202010,612,89775,151345,198734,695N/A3/31/202010,497,74555,280184,147607,613N/A12/31/201910,415,10924,490N/A850,275N/A9/30/201910,104,53516,021N/A287,504N/A6/30/20199,901,17810,420N/A260,165N/A3/31/20199,650,9412,108N/A160,795N/A12/31/20189,219,68051,290N/A61,839N/A9/30/20188,638,94951,294N/A127,110N/A6/30/20188,093,70660,123N/A128,074N/A3/31/20187,516,93277,168N/A141,754N/A12/31/20177,110,39146,774N/A246,413N/A9/30/20176,808,83044,866N/A250,521N/A6/30/20176,425,93032,927N/A2,866N/A3/31/20176,231,65335,873N/A189,205N/A12/31/20166,081,94655,791N/A208,405N/A9/30/20165,786,92266,737N/A162,735N/A6/30/20165,566,71991,882N/A281,055N/A3/31/20165,319,68874,599N/A166,176N/A12/31/20155,055,76660,177N/A171,874N/A9/30/20154,948,81279,992N/A322,714N/A6/30/20154,812,96773,542N/A412,377N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A000120の予測収益成長率 (年間11.6% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A000120の収益 ( 11.6% ) KR市場 ( 32.9% ) よりも低い成長が予測されています。高成長収益: A000120の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A000120の収益 ( 3.6% ) KR市場 ( 16.3% ) よりも低い成長が予測されています。高い収益成長: A000120の収益 ( 3.6% ) 20%よりも低い成長が予測されています。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: A000120の 自己資本利益率 は、3年後には低くなると予測されています ( 7 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 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2026/06/11 21:49終値2026/06/11 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CJ Logistics Corporation 14 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。22 アナリスト機関Incheol YuCitigroup IncPaul HwangCitigroup IncJihyang HyunCLSA19 その他のアナリストを表示
Price Target Changed • May 17Price target decreased by 9.0% to ₩135,429Down from ₩148,857, the current price target is an average from 14 analysts. New target price is 47% above last closing price of ₩92,400. Stock is up 16% over the past year. The company is forecast to post earnings per share of ₩11,576 for next year compared to ₩11,347 last year.
Major Estimate Revision • May 16Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩12.9b to ₩13.0b. EPS estimate fell from ₩13,110 to ₩11,576 per share. Net income forecast to grow 13% next year vs 18% growth forecast for Logistics industry in South Korea. Consensus price target down from ₩145,032 to ₩135,429. Share price fell 8.2% to ₩92,400 over the past week.
Major Estimate Revision • Feb 11Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ₩13,273 to ₩14,656. Revenue forecast steady at ₩12.9b. Net income forecast to grow 26% next year vs 22% growth forecast for Logistics industry in South Korea. Consensus price target up from ₩117,540 to ₩127,467. Share price rose 41% to ₩146,100 over the past week.
Price Target Changed • Feb 11Price target increased by 8.4% to ₩124,133Up from ₩114,467, the current price target is an average from 15 analysts. New target price is 15% below last closing price of ₩146,100. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₩10,728 for next year compared to ₩12,088 last year.
Price Target Changed • May 21Price target decreased by 7.4% to ₩111,462Down from ₩120,333, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩77,600. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₩10,843 for next year compared to ₩12,088 last year.
Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩12,270 to ₩10,679 per share. Revenue forecast steady at ₩12.6b. Net income forecast to shrink 2.4% next year vs 16% growth forecast for Logistics industry in South Korea . Consensus price target down from ₩120,333 to ₩113,000. Share price fell 4.5% to ₩79,300 over the past week.
Price Target Changed • May 17Price target decreased by 9.0% to ₩135,429Down from ₩148,857, the current price target is an average from 14 analysts. New target price is 47% above last closing price of ₩92,400. Stock is up 16% over the past year. The company is forecast to post earnings per share of ₩11,576 for next year compared to ₩11,347 last year.
Major Estimate Revision • May 16Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from ₩12.9b to ₩13.0b. EPS estimate fell from ₩13,110 to ₩11,576 per share. Net income forecast to grow 13% next year vs 18% growth forecast for Logistics industry in South Korea. Consensus price target down from ₩145,032 to ₩135,429. Share price fell 8.2% to ₩92,400 over the past week.
お知らせ • May 01CJ Logistics Corporation to Report Q1, 2026 Results on May 13, 2026CJ Logistics Corporation announced that they will report Q1, 2026 results on May 13, 2026
お知らせ • Apr 02CJ Logistics Corporation (KOSE:A000120) agreed to acquire remaining 49.10% stake in Gemadept Logistics Holding Co Ltd from Gemadept Corporation (HOSE:GMD).CJ Logistics Corporation (KOSE:A000120) agreed to acquire remaining 49.10% stake in Gemadept Logistics Holding Co Ltd from Gemadept Corporation (HOSE:GMD) on April 1, 2026. Upon completion, CJ Logistics Corporation will own 100% stake in Gemadept Logistics Holding Co Ltd.
Reported Earnings • Mar 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₩11,347 (down from ₩12,088 in FY 2024). Revenue: ₩12t (up 1.4% from FY 2024). Net income: ₩242.1b (down 2.6% from FY 2024). Profit margin: 2.0% (down from 2.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.6%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Mar 11CJ Logistics Corporation, Annual General Meeting, Mar 24, 2026CJ Logistics Corporation, Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: onlyone hall, 7, jong-ro 5-gil, jongno-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩110,500, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Logistics industry in Asia. Total returns to shareholders of 38% over the past three years.
分析記事 • Feb 11CJ Logistics (KRX:000120) Has Announced A Dividend Of ₩800.00The board of CJ Logistics Corporation ( KRX:000120 ) has announced that it will pay a dividend of ₩800.00 per share on...
Declared Dividend • Feb 11Dividend of ₩800 announcedDividend of ₩800 is the same as last year. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 0.5%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Feb 11Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ₩13,273 to ₩14,656. Revenue forecast steady at ₩12.9b. Net income forecast to grow 26% next year vs 22% growth forecast for Logistics industry in South Korea. Consensus price target up from ₩117,540 to ₩127,467. Share price rose 41% to ₩146,100 over the past week.
Price Target Changed • Feb 11Price target increased by 8.4% to ₩124,133Up from ₩114,467, the current price target is an average from 15 analysts. New target price is 15% below last closing price of ₩146,100. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₩10,728 for next year compared to ₩12,088 last year.
お知らせ • Feb 10CJ Logistics Corporation announces Annual dividendCJ Logistics Corporation announced Annual dividend of KRW 800.0000 per share, ex-date on March 30, 2026 and record date on March 31, 2026.
分析記事 • Feb 09CJ Logistics Corporation's (KRX:000120) Shares Bounce 25% But Its Business Still Trails The MarketThe CJ Logistics Corporation ( KRX:000120 ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩118,300, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Logistics industry in Asia. Total returns to shareholders of 39% over the past three years.
お知らせ • Jan 30CJ Logistics Corporation to Report Fiscal Year 2025 Final Results on Feb 10, 2026CJ Logistics Corporation announced that they will report fiscal year 2025 final results at 3:00 PM, Korea Standard Time on Feb 10, 2026
分析記事 • Dec 07We Think CJ Logistics (KRX:000120) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩95,200, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Logistics industry in Asia. Total returns to shareholders of 7.1% over the past three years.
分析記事 • Nov 11CJ Logistics Corporation (KRX:000120) Looks Inexpensive But Perhaps Not Attractive EnoughWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider CJ...
お知らせ • Oct 31CJ Logistics Corporation to Report Q3, 2025 Results on Nov 07, 2025CJ Logistics Corporation announced that they will report Q3, 2025 results on Nov 07, 2025
分析記事 • Jul 29Is CJ Logistics Corporation (KRX:000120) Trading At A 48% Discount?Key Insights CJ Logistics' estimated fair value is ₩170,825 based on 2 Stage Free Cash Flow to Equity CJ Logistics...
分析記事 • Jul 08CJ Logistics Corporation's (KRX:000120) Earnings Are Not Doing Enough For Some InvestorsCJ Logistics Corporation's ( KRX:000120 ) price-to-earnings (or "P/E") ratio of 8x might make it look like a buy right...
お知らせ • May 28CJ Logistics Corporation (KOSE:A000120) acquired an additional minority stake in CJ Darcl Logistics Limited.CJ Logistics Corporation (KOSE:A000120) acquired an additional minority stake in CJ Darcl Logistics Limited on May 27, 2025. The transaction comprises both primary and secondary components, reinforcing CJ Logistics Corporation’s long-term strategic commitment to the Indian logistics sector. The additional capital will support CJ Darcl’s efforts to expand its presence across India and scale operations in multimodal infrastructure, including terminals, modern warehousing, digital supply chain systems, and alternative fuel platforms. On completion of primary and secondary investment, CJ Logistics Corporation has increased its stake from 50% to 56% stake in CJ Darcl Logistics Limited for $32 million. The remaining 44% in CJ Darcl Logistics Limited continues to be held by the founding Darcl promoters and their affiliates. CJ Logistics Corporation (KOSE:A000120) completed the acquisition of an additional minority stake in CJ Darcl Logistics Limited on May 27, 2025.
Price Target Changed • May 21Price target decreased by 7.4% to ₩111,462Down from ₩120,333, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩77,600. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₩10,843 for next year compared to ₩12,088 last year.
Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩12,270 to ₩10,679 per share. Revenue forecast steady at ₩12.6b. Net income forecast to shrink 2.4% next year vs 16% growth forecast for Logistics industry in South Korea . Consensus price target down from ₩120,333 to ₩113,000. Share price fell 4.5% to ₩79,300 over the past week.
お知らせ • Apr 26CJ Logistics Corporation to Report Q1, 2025 Results on May 13, 2025CJ Logistics Corporation announced that they will report Q1, 2025 results on May 13, 2025
Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩12,088 (up from ₩10,357 in FY 2023). Revenue: ₩12t (up 3.0% from FY 2023). Net income: ₩248.5b (up 11% from FY 2023). Profit margin: 2.1% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Mar 11CJ Logistics Corporation's (KRX:000120) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 12x, you may consider CJ...
お知らせ • Mar 07CJ Logistics Corporation, Annual General Meeting, Mar 25, 2025CJ Logistics Corporation, Annual General Meeting, Mar 25, 2025, at 09:01 Tokyo Standard Time. Location: onlyone hall, 7, jong-ro 5-gil, jongno-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩94,300, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Logistics industry in Asia. Total loss to shareholders of 23% over the past three years.
お知らせ • Jan 26CJ Logistics Corporation to Report Fiscal Year 2024 Results on Feb 11, 2025CJ Logistics Corporation announced that they will report fiscal year 2024 results on Feb 11, 2025
分析記事 • Dec 20These 4 Measures Indicate That CJ Logistics (KRX:000120) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 20Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₩2,672 (up from ₩2,385 in 3Q 2023). Revenue: ₩2.98t (up 1.3% from 3Q 2023). Net income: ₩54.8b (up 5.2% from 3Q 2023). Profit margin: 1.8% (in line with 3Q 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia. 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 16% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29CJ Logistics Corporation to Report Nine Months, 2024 Results on Nov 08, 2024CJ Logistics Corporation announced that they will report nine months, 2024 results on Nov 08, 2024
分析記事 • Sep 30Are Investors Undervaluing CJ Logistics Corporation (KRX:000120) By 29%?Key Insights Using the 2 Stage Free Cash Flow to Equity, CJ Logistics fair value estimate is ₩131,356 CJ Logistics is...
分析記事 • Aug 16Benign Growth For CJ Logistics Corporation (KRX:000120) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 8.9x CJ Logistics Corporation ( KRX:000120 ) may be sending bullish...
お知らせ • Aug 07CJ Logistics Corporation to Report Q2, 2024 Results on Aug 09, 2024CJ Logistics Corporation announced that they will report Q2, 2024 results on Aug 09, 2024
分析記事 • Jul 24CJ Logistics (KRX:000120) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jun 14An Intrinsic Calculation For CJ Logistics Corporation (KRX:000120) Suggests It's 44% UndervaluedKey Insights The projected fair value for CJ Logistics is ₩176,685 based on 2 Stage Free Cash Flow to Equity CJ...
New Risk • May 25New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
お知らせ • May 01CJ Logistics Corporation to Report Q1, 2024 Results on May 10, 2024CJ Logistics Corporation announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Apr 11CJ Logistics (KRX:000120) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Feb 14Price target increased by 10% to ₩154,333Up from ₩139,750, the current price target is an average from 12 analysts. New target price is 10% above last closing price of ₩139,800. Stock is up 67% over the past year. The company is forecast to post earnings per share of ₩9,709 for next year compared to ₩8,190 last year.
Price Target Changed • Feb 09Price target increased by 9.8% to ₩143,917Up from ₩131,091, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₩139,100. Stock is up 60% over the past year. The company is forecast to post earnings per share of ₩9,709 for next year compared to ₩8,190 last year.
お知らせ • Jan 27CJ Logistics Corporation to Report Q4, 2023 Results on Feb 07, 2024CJ Logistics Corporation announced that they will report Q4, 2023 results on Feb 07, 2024
Price Target Changed • Dec 16Price target increased by 9.9% to ₩124,636Up from ₩113,364, the current price target is an average from 11 analysts. New target price is 5.4% above last closing price of ₩118,200. Stock is up 29% over the past year. The company is forecast to post earnings per share of ₩9,700 for next year compared to ₩8,190 last year.
Price Target Changed • Dec 09Price target increased by 8.7% to ₩117,818Up from ₩108,364, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₩118,600. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₩9,735 for next year compared to ₩8,190 last year.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩91,900, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry in Asia. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩66,530 per share.
Price Target Changed • Oct 28Price target decreased by 8.0% to ₩107,000Down from ₩116,364, the current price target is an average from 11 analysts. New target price is 44% above last closing price of ₩74,400. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₩9,551 for next year compared to ₩8,190 last year.
Buying Opportunity • Aug 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₩101,806, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.
Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.3%. The fair value is estimated to be ₩88,956, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Reported Earnings • May 21First quarter 2023 earnings released: EPS: ₩2,009 (vs ₩1,129 in 1Q 2022)First quarter 2023 results: EPS: ₩2,009 (up from ₩1,129 in 1Q 2022). Revenue: ₩2.81t (down 1.7% from 1Q 2022). Net income: ₩44.6b (up 65% from 1Q 2022). Profit margin: 1.6% (up from 0.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩8,190 (up from ₩1,841 in FY 2021). Revenue: ₩12t (up 6.9% from FY 2021). Net income: ₩181.6b (up 232% from FY 2021). Profit margin: 1.5% (up from 0.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Feb 10Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₩10,485 to ₩9,104 per share. Revenue forecast steady at ₩12.9b. Net income forecast to shrink 2.7% next year vs 18% growth forecast for Logistics industry in South Korea . Consensus price target broadly unchanged at ₩126,833. Share price fell 5.1% to ₩87,200 over the past week.
Reported Earnings • Nov 20Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₩2,595 (up from ₩1,620 in 3Q 2021). Revenue: ₩3.11t (up 9.4% from 3Q 2021). Net income: ₩56.3b (up 53% from 3Q 2021). Profit margin: 1.8% (up from 1.3% in 3Q 2021). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Mee-Sok Yeo is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Price Target Changed • Nov 09Price target decreased to ₩144,167Down from ₩158,000, the current price target is an average from 12 analysts. New target price is 63% above last closing price of ₩88,500. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩9,118 for next year compared to ₩1,841 last year.
お知らせ • Oct 25CJ Logistics Corporation to Report Q3, 2022 Results on Nov 08, 2022CJ Logistics Corporation announced that they will report Q3, 2022 results on Nov 08, 2022
Reported Earnings • Aug 21Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: ₩2,859 (up from ₩2,824 loss in 2Q 2021). Revenue: ₩3.14t (up 14% from 2Q 2021). Net income: ₩61.5b (up ₩113.4b from 2Q 2021). Profit margin: 2.0% (up from net loss in 2Q 2021). Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the next year, revenue is forecast to grow 5.0%, compared to a 15% growth forecast for the Logistics industry in South Korea. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 11Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩11.8b to ₩12.3b. EPS estimate increased from ₩7,701 to ₩9,413 per share. Net income forecast to grow 486% next year vs 22% growth forecast for Transportation industry in South Korea. Consensus price target broadly unchanged at ₩174,429. Share price rose 4.1% to ₩127,000 over the past week.
Board Change • Apr 27No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Mee-Sok Yeo is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩8,809 to ₩7,057 per share. Revenue forecast steady at ₩11.8b. Net income forecast to grow 1,058% next year vs 12% growth forecast for Transportation industry in South Korea. Consensus price target broadly unchanged at ₩191,063. Share price was steady at ₩123,500 over the past week.
Major Estimate Revision • Jan 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₩2,677 to ₩2,318 per share. Revenue forecast steady at ₩11.2b. Net income forecast to grow 1,290% next year vs 5.2% growth forecast for Transportation industry in South Korea. Consensus price target broadly unchanged at ₩194,188. Share price fell 5.6% to ₩117,000 over the past week.
Reported Earnings • Aug 23Second quarter 2021 earnings released: ₩2,824 loss per share (vs ₩1,594 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: ₩2.75t (up 3.7% from 2Q 2020). Net loss: ₩51.8b (down 255% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 20First quarter 2021 earnings released: EPS ₩416 (vs ₩620 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ₩2.69t (up 7.0% from 1Q 2020). Net income: ₩12.8b (down 19% from 1Q 2020). Profit margin: 0.5% (down from 0.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 04Calculating The Intrinsic Value Of CJ Logistics Corporation (KRX:000120)In this article we are going to estimate the intrinsic value of CJ Logistics Corporation ( KRX:000120 ) by taking the...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS ₩5,683 (vs ₩1,349 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩11t (up 3.5% from FY 2019). Net income: ₩123.0b (up 210% from FY 2019). Profit margin: 1.1% (up from 0.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year.
分析記事 • Mar 14These 4 Measures Indicate That CJ Logistics (KRX:000120) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Mar 10CJ Logistics Corporation, Annual General Meeting, Mar 29, 2021CJ Logistics Corporation, Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time.
分析記事 • Feb 17Should CJ Logistics (KRX:000120) Be Disappointed With Their 31% Profit?Vanguard founder Jack Bogle helped spearhead the low-cost index fund, putting average returns within reach of every...
分析記事 • Feb 04Is There More To The Story Than CJ Logistics' (KRX:000120) Earnings Growth?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
Is New 90 Day High Low • Feb 03New 90-day high: ₩189,500The company is up 14% from its price of ₩166,000 on 05 November 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Transportation 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 ₩206,384 per share.
お知らせ • Jan 27CJ Logistics Corporation to Report Q4, 2020 Results on Feb 08, 2021CJ Logistics Corporation announced that they will report Q4, 2020 results on Feb 08, 2021
分析記事 • Jan 22Are Institutions Heavily Invested In CJ Logistics Corporation's (KRX:000120) Shares?If you want to know who really controls CJ Logistics Corporation ( KRX:000120 ), then you'll have to look at the makeup...
分析記事 • Jan 09CJ Logistics Corporation's (KRX:000120) Stock is Soaring But Financials Seem Inconsistent: Will The Uptrend Continue?CJ Logistics' (KRX:000120) stock is up by a considerable 7.1% over the past month. But the company's key financial...
分析記事 • Dec 27Calculating The Fair Value Of CJ Logistics Corporation (KRX:000120)Does the December share price for CJ Logistics Corporation ( KRX:000120 ) reflect what it's really worth? Today, we...
分析記事 • Dec 14Is CJ Logistics (KRX:000120) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 01What Do The Returns On Capital At CJ Logistics (KRX:000120) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Nov 18CJ Logistics' (KRX:000120) Stock Price Has Reduced 15% In The Past Five YearsWhile it may not be enough for some shareholders, we think it is good to see the CJ Logistics Corporation (KRX:000120...
お知らせ • Oct 28CJ Logistics Corporation to Report Q3, 2020 Results on Nov 06, 2020CJ Logistics Corporation announced that they will report Q3, 2020 results on Nov 06, 2020
Is New 90 Day High Low • Oct 07New 90-day high: ₩183,000The company is up 10.0% from its price of ₩166,000 on 09 July 2020. The South Korean market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Transportation industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩255,365 per share.
お知らせ • Jul 25CJ Logistics Corporation to Report Q2, 2020 Results on Aug 07, 2020CJ Logistics Corporation announced that they will report Q2, 2020 results on Aug 07, 2020