View ValuationSamchullyLtd 将来の成長Future 基準チェック /06現在、 SamchullyLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Gas Utilities 収益成長5.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Mar 17Full year 2025 earnings released: EPS: ₩32,566 (vs ₩29,606 in FY 2024)Full year 2025 results: EPS: ₩32,566 (up from ₩29,606 in FY 2024). Revenue: ₩5.28t (up 3.0% from FY 2024). Net income: ₩111.5b (up 10.0% from FY 2024). Profit margin: 2.1% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 26th March 2026 Payment date: 1st January 1970 Dividend yield will be 2.2%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 55% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Koreaお知らせ • Mar 06Samchully Co.,Ltd announces Annual dividendSamchully Co.,Ltd announced Annual dividend of KRW 3000.0000 per share, ex-date on March 26, 2026 and record date on March 27, 2026.分析記事 • Nov 21SamchullyLtd's (KRX:004690) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Samchully Co.,Ltd's ( KRX:004690 ) recent earnings didn't contain any...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩2,717 (vs ₩6,720 in 3Q 2024)Third quarter 2025 results: EPS: ₩2,717 (down from ₩6,720 in 3Q 2024). Revenue: ₩914.8b (down 4.4% from 3Q 2024). Net income: ₩9.30b (down 60% from 3Q 2024). Profit margin: 1.0% (down from 2.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.分析記事 • Nov 10We Think SamchullyLtd (KRX:004690) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩6,128 (vs ₩5,006 in 2Q 2024)Second quarter 2025 results: EPS: ₩6,128 (up from ₩5,006 in 2Q 2024). Revenue: ₩1.10t (up 11% from 2Q 2024). Net income: ₩21.0b (up 22% from 2Q 2024). Profit margin: 1.9% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.分析記事 • Jul 11There's No Escaping Samchully Co.,Ltd's (KRX:004690) Muted Earnings Despite A 26% Share Price RiseDespite an already strong run, Samchully Co.,Ltd ( KRX:004690 ) shares have been powering on, with a gain of 26% in the...Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩172,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 6x in the Gas Utilities industry in South Korea. Negligible returns to shareholders over past three years.分析記事 • May 23Investors Still Aren't Entirely Convinced By Samchully Co.,Ltd's (KRX:004690) Earnings Despite 31% Price JumpSamchully Co.,Ltd ( KRX:004690 ) shareholders have had their patience rewarded with a 31% share price jump in the last...分析記事 • May 22SamchullyLtd's (KRX:004690) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Samchully Co.,Ltd's ( KRX:004690 ) stock, leading do a rise in the share price after its...Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩108,800, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 4x in the Gas Utilities industry in South Korea. Total loss to shareholders of 24% over the past three years.分析記事 • May 16SamchullyLtd's (KRX:004690) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Apr 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩29,606 (vs ₩35,116 in FY 2023)Full year 2024 results: EPS: ₩29,606 (down from ₩35,116 in FY 2023). Revenue: ₩5.12t (down 9.6% from FY 2023). Net income: ₩101.4b (down 16% from FY 2023). Profit margin: 2.0% (down from 2.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 27th March 2025 Payment date: 1st January 1970 Dividend yield will be 3.3%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea分析記事 • Nov 20SamchullyLtd (KRX:004690) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...New Risk • Aug 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 10x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩5,006 (vs ₩5,355 in 2Q 2023)Second quarter 2024 results: EPS: ₩5,006 (down from ₩5,355 in 2Q 2023). Revenue: ₩990.8b (down 5.2% from 2Q 2023). Net income: ₩17.1b (down 6.5% from 2Q 2023). Profit margin: 1.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 18Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion.Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion on July 16, 2024. Samchully acquired 4.9 million shares for KRW 5910 per share. Samchully Co.,Ltd (KOSE:A004690) completed the acquisition of remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) on July 16, 2024.New Risk • May 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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. This is currently the only risk that has been identified for the company.分析記事 • Mar 21SamchullyLtd's (KRX:004690) Profits Appear To Have Quality IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...Upcoming Dividend • Mar 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (9.9%).Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩35,116 (vs ₩14,387 in FY 2022)Full year 2023 results: EPS: ₩35,116 (up from ₩14,387 in FY 2022). Revenue: ₩5.66t (down 2.2% from FY 2022). Net income: ₩120.2b (up 144% from FY 2022). Profit margin: 2.1% (up from 0.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₩7,238 (vs ₩3,446 in 3Q 2022)Third quarter 2023 results: EPS: ₩7,238 (up from ₩3,446 in 3Q 2022). Revenue: ₩954.0b (down 14% from 3Q 2022). Net income: ₩24.8b (up 110% from 3Q 2022). Profit margin: 2.6% (up from 1.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩118,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 12x in the Gas Utilities industry in South Korea. Total returns to shareholders of 66% over the past three years.Buying Opportunity • Apr 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 74%. The fair value is estimated to be ₩155,852, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to decline by 22% in 2 years. Earnings is forecast to grow by 71% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ₩348,500, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Gas Utilities industry in Asia. Total returns to shareholders of 436% over the past three years.Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩14,387 (down from ₩17,385 in FY 2021). Revenue: ₩5.79t (up 54% from FY 2021). Net income: ₩49.3b (down 17% from FY 2021). Profit margin: 0.9% (down from 1.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.2%).Buying Opportunity • Nov 28Now 22% undervaluedOver the last 90 days, the stock is up 82%. The fair value is estimated to be ₩485,486, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 45%.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩3,446 (vs ₩2,174 in 3Q 2021)Third quarter 2022 results: EPS: ₩3,446 (up from ₩2,174 in 3Q 2021). Revenue: ₩1.10t (up 71% from 3Q 2021). Net income: ₩11.8b (up 59% from 3Q 2021). Profit margin: 1.1% (down from 1.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩260,500, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 26x in the Gas Utilities industry in South Korea. Total returns to shareholders of 244% over the past three years.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩182,000, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 29x in the Gas Utilities industry in South Korea. Total returns to shareholders of 116% over the past three years.Reported Earnings • May 19First quarter 2022 earnings released: EPS: ₩15,942 (vs ₩16,716 in 1Q 2021)First quarter 2022 results: EPS: ₩15,942 (down from ₩16,716 in 1Q 2021). Revenue: ₩1.75t (up 46% from 1Q 2021). Net income: ₩54.6b (down 4.6% from 1Q 2021). Profit margin: 3.1% (down from 4.8% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩141,500, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 31x in the Gas Utilities industry in South Korea. Total returns to shareholders of 71% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (4.5%).Reported Earnings • May 23First quarter 2021 earnings released: EPS ₩16,716 (vs ₩8,837 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩1.20t (up 2.8% from 1Q 2020). Net income: ₩57.2b (up 85% from 1Q 2020). Profit margin: 4.8% (up from 2.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • May 04Slowing Rates Of Return At SamchullyLtd (KRX:004690) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Apr 16Should You Buy Samchully Co.,Ltd (KRX:004690) For Its Dividend?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Mar 29SamchullyLtd (KRX:004690) 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 • Mar 12Do Institutions Own Samchully Co.,Ltd (KRX:004690) Shares?The big shareholder groups in Samchully Co.,Ltd ( KRX:004690 ) have power over the company. Institutions will often...お知らせ • Mar 12Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.分析記事 • Feb 22Should You Use SamchullyLtd's (KRX:004690) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...分析記事 • Feb 07Reflecting on SamchullyLtd's (KRX:004690) Share Price Returns Over The Last Three YearsMany investors define successful investing as beating the market average over the long term. But if you try your hand...分析記事 • Jan 23Our Take On The Returns On Capital At SamchullyLtd (KRX:004690)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 • Jan 08Is Samchully Co.,Ltd (KRX:004690) The Right Choice For A Smart Dividend Investor?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Dec 24Dividend Investors: Don't Be Too Quick To Buy Samchully Co.,Ltd (KRX:004690) For Its Upcoming DividendReaders hoping to buy Samchully Co.,Ltd ( KRX:004690 ) for its dividend will need to make their move shortly, as the...Upcoming Dividend • Dec 22Upcoming Dividend of ₩3,000 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.7% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.8%).分析記事 • Dec 14SamchullyLtd (KRX:004690) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Nov 23New 90-day high: ₩82,600The company is up 9.0% from its price of ₩75,500 on 25 August 2020. The South Korean market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Gas Utilities industry, which is up 19% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、SamchullyLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSE:A004690 - 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12/31/20255,275,461111,506183,412306,467N/A9/30/20255,246,34599,76922,703187,373N/A6/30/20255,288,359113,47597,838236,087N/A3/31/20255,179,005109,631122,711282,588N/A12/31/20245,120,527101,37237,413210,549N/A9/30/20245,232,311110,033178,328310,088N/A6/30/20245,229,438111,805112,865252,990N/A3/31/20245,284,002113,00246,891158,439N/A12/31/20235,664,041120,239-4,421110,186N/A9/30/20236,036,04882,205-15,742103,439N/A6/30/20236,185,20769,22497,897228,281N/A3/31/20236,174,89374,977130,644307,493N/A12/31/20225,789,10549,262184,357368,129N/A9/30/20225,094,21879,481181,766364,519N/A6/30/20224,635,01475,124130,172301,228N/A3/31/20224,322,03656,879268,862396,863N/A12/31/20213,769,31159,528216,946340,892N/A9/30/20213,374,68672,551168,998353,880N/A6/30/20213,248,12054,90086,982243,527N/A3/31/20213,242,18152,40825,907204,064N/A12/31/20203,208,03226,083-68,782100,271N/A9/30/20203,344,66811,21219,433128,719N/A6/30/20203,397,29812,96368,121219,421N/A3/31/20203,337,06014,603102,486244,231N/A12/31/20193,461,62738,302173,848317,060N/A9/30/20193,562,12738,100N/A262,622N/A6/30/20193,540,58145,534N/A223,565N/A3/31/20193,528,15642,127N/A149,070N/A12/31/20183,456,21737,793N/A125,020N/A9/30/20183,361,66828,370N/A123,963N/A6/30/20183,336,50020,957N/A179,135N/A3/31/20183,336,67820,531N/A203,688N/A12/31/20173,295,09813,982N/A100,148N/A9/30/20173,236,71541,156N/A227,699N/A6/30/20173,171,26739,235N/A193,133N/A3/31/20173,066,33939,298N/A162,481N/A12/31/20163,060,05935,430N/A329,879N/A9/30/20163,146,45014,294N/A355,636N/A6/30/20163,228,94113,092N/A375,571N/A3/31/20163,366,88516,732N/A392,519N/A12/31/20153,667,87236,949N/A194,007N/A9/30/20153,819,99223,856N/A67,764N/A6/30/20153,836,03729,057N/A-269,556N/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: A004690の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A004690の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A004690の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A004690の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A004690の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A004690の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 15:01終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Samchully 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。9 アナリスト機関Jiyoon ShinDAOL Investment & Securities Co., Ltd.Byung Hwa HanEugene Investment & Securities Co Ltd.Sung Hyun HwangEugene Investment & Securities Co Ltd.6 その他のアナリストを表示
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: ₩32,566 (vs ₩29,606 in FY 2024)Full year 2025 results: EPS: ₩32,566 (up from ₩29,606 in FY 2024). Revenue: ₩5.28t (up 3.0% from FY 2024). Net income: ₩111.5b (up 10.0% from FY 2024). Profit margin: 2.1% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 26th March 2026 Payment date: 1st January 1970 Dividend yield will be 2.2%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 55% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea
お知らせ • Mar 06Samchully Co.,Ltd announces Annual dividendSamchully Co.,Ltd announced Annual dividend of KRW 3000.0000 per share, ex-date on March 26, 2026 and record date on March 27, 2026.
分析記事 • Nov 21SamchullyLtd's (KRX:004690) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Samchully Co.,Ltd's ( KRX:004690 ) recent earnings didn't contain any...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩2,717 (vs ₩6,720 in 3Q 2024)Third quarter 2025 results: EPS: ₩2,717 (down from ₩6,720 in 3Q 2024). Revenue: ₩914.8b (down 4.4% from 3Q 2024). Net income: ₩9.30b (down 60% from 3Q 2024). Profit margin: 1.0% (down from 2.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
分析記事 • Nov 10We Think SamchullyLtd (KRX:004690) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩6,128 (vs ₩5,006 in 2Q 2024)Second quarter 2025 results: EPS: ₩6,128 (up from ₩5,006 in 2Q 2024). Revenue: ₩1.10t (up 11% from 2Q 2024). Net income: ₩21.0b (up 22% from 2Q 2024). Profit margin: 1.9% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
分析記事 • Jul 11There's No Escaping Samchully Co.,Ltd's (KRX:004690) Muted Earnings Despite A 26% Share Price RiseDespite an already strong run, Samchully Co.,Ltd ( KRX:004690 ) shares have been powering on, with a gain of 26% in the...
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩172,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 6x in the Gas Utilities industry in South Korea. Negligible returns to shareholders over past three years.
分析記事 • May 23Investors Still Aren't Entirely Convinced By Samchully Co.,Ltd's (KRX:004690) Earnings Despite 31% Price JumpSamchully Co.,Ltd ( KRX:004690 ) shareholders have had their patience rewarded with a 31% share price jump in the last...
分析記事 • May 22SamchullyLtd's (KRX:004690) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Samchully Co.,Ltd's ( KRX:004690 ) stock, leading do a rise in the share price after its...
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩108,800, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 4x in the Gas Utilities industry in South Korea. Total loss to shareholders of 24% over the past three years.
分析記事 • May 16SamchullyLtd's (KRX:004690) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Apr 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩29,606 (vs ₩35,116 in FY 2023)Full year 2024 results: EPS: ₩29,606 (down from ₩35,116 in FY 2023). Revenue: ₩5.12t (down 9.6% from FY 2023). Net income: ₩101.4b (down 16% from FY 2023). Profit margin: 2.0% (down from 2.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 27th March 2025 Payment date: 1st January 1970 Dividend yield will be 3.3%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea
分析記事 • Nov 20SamchullyLtd (KRX:004690) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...
New Risk • Aug 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 10x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩5,006 (vs ₩5,355 in 2Q 2023)Second quarter 2024 results: EPS: ₩5,006 (down from ₩5,355 in 2Q 2023). Revenue: ₩990.8b (down 5.2% from 2Q 2023). Net income: ₩17.1b (down 6.5% from 2Q 2023). Profit margin: 1.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 18Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion.Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion on July 16, 2024. Samchully acquired 4.9 million shares for KRW 5910 per share. Samchully Co.,Ltd (KOSE:A004690) completed the acquisition of remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) on July 16, 2024.
New Risk • May 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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. This is currently the only risk that has been identified for the company.
分析記事 • Mar 21SamchullyLtd's (KRX:004690) Profits Appear To Have Quality IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...
Upcoming Dividend • Mar 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (9.9%).
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩35,116 (vs ₩14,387 in FY 2022)Full year 2023 results: EPS: ₩35,116 (up from ₩14,387 in FY 2022). Revenue: ₩5.66t (down 2.2% from FY 2022). Net income: ₩120.2b (up 144% from FY 2022). Profit margin: 2.1% (up from 0.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₩7,238 (vs ₩3,446 in 3Q 2022)Third quarter 2023 results: EPS: ₩7,238 (up from ₩3,446 in 3Q 2022). Revenue: ₩954.0b (down 14% from 3Q 2022). Net income: ₩24.8b (up 110% from 3Q 2022). Profit margin: 2.6% (up from 1.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩118,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 12x in the Gas Utilities industry in South Korea. Total returns to shareholders of 66% over the past three years.
Buying Opportunity • Apr 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 74%. The fair value is estimated to be ₩155,852, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to decline by 22% in 2 years. Earnings is forecast to grow by 71% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ₩348,500, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Gas Utilities industry in Asia. Total returns to shareholders of 436% over the past three years.
Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩14,387 (down from ₩17,385 in FY 2021). Revenue: ₩5.79t (up 54% from FY 2021). Net income: ₩49.3b (down 17% from FY 2021). Profit margin: 0.9% (down from 1.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.2%).
Buying Opportunity • Nov 28Now 22% undervaluedOver the last 90 days, the stock is up 82%. The fair value is estimated to be ₩485,486, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 45%.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩3,446 (vs ₩2,174 in 3Q 2021)Third quarter 2022 results: EPS: ₩3,446 (up from ₩2,174 in 3Q 2021). Revenue: ₩1.10t (up 71% from 3Q 2021). Net income: ₩11.8b (up 59% from 3Q 2021). Profit margin: 1.1% (down from 1.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩260,500, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 26x in the Gas Utilities industry in South Korea. Total returns to shareholders of 244% over the past three years.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩182,000, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 29x in the Gas Utilities industry in South Korea. Total returns to shareholders of 116% over the past three years.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: ₩15,942 (vs ₩16,716 in 1Q 2021)First quarter 2022 results: EPS: ₩15,942 (down from ₩16,716 in 1Q 2021). Revenue: ₩1.75t (up 46% from 1Q 2021). Net income: ₩54.6b (down 4.6% from 1Q 2021). Profit margin: 3.1% (down from 4.8% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩141,500, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 31x in the Gas Utilities industry in South Korea. Total returns to shareholders of 71% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (4.5%).
Reported Earnings • May 23First quarter 2021 earnings released: EPS ₩16,716 (vs ₩8,837 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩1.20t (up 2.8% from 1Q 2020). Net income: ₩57.2b (up 85% from 1Q 2020). Profit margin: 4.8% (up from 2.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • May 04Slowing Rates Of Return At SamchullyLtd (KRX:004690) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Apr 16Should You Buy Samchully Co.,Ltd (KRX:004690) For Its Dividend?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Mar 29SamchullyLtd (KRX:004690) 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 • Mar 12Do Institutions Own Samchully Co.,Ltd (KRX:004690) Shares?The big shareholder groups in Samchully Co.,Ltd ( KRX:004690 ) have power over the company. Institutions will often...
お知らせ • Mar 12Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.
分析記事 • Feb 22Should You Use SamchullyLtd's (KRX:004690) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
分析記事 • Feb 07Reflecting on SamchullyLtd's (KRX:004690) Share Price Returns Over The Last Three YearsMany investors define successful investing as beating the market average over the long term. But if you try your hand...
分析記事 • Jan 23Our Take On The Returns On Capital At SamchullyLtd (KRX:004690)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 • Jan 08Is Samchully Co.,Ltd (KRX:004690) The Right Choice For A Smart Dividend Investor?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Dec 24Dividend Investors: Don't Be Too Quick To Buy Samchully Co.,Ltd (KRX:004690) For Its Upcoming DividendReaders hoping to buy Samchully Co.,Ltd ( KRX:004690 ) for its dividend will need to make their move shortly, as the...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩3,000 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.7% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.8%).
分析記事 • Dec 14SamchullyLtd (KRX:004690) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Nov 23New 90-day high: ₩82,600The company is up 9.0% from its price of ₩75,500 on 25 August 2020. The South Korean market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Gas Utilities industry, which is up 19% over the same period.