View ValuationDaesung Holdings 将来の成長Future 基準チェック /06現在、 Daesung Holdings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6.3%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 updatesNew Risk • May 24New major risk - Revenue and earnings growthEarnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (₩128.4b market cap, or US$84.5m).New Risk • Apr 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (₩136.3b market cap, or US$90.2m).お知らせ • Mar 07Daesung Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026Daesung Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 86, jangchungdan-ro, jung-gu, seoul South Korea分析記事 • Nov 24Daesung Holdings' (KRX:016710) Profits May Not Reveal Underlying IssuesDaesung Holdings Co., Ltd.'s ( KRX:016710 ) robust recent earnings didn't do much to move the stock. We believe that...New Risk • Aug 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% 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.New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩139.0b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.分析記事 • Jul 11Daesung Holdings (KRX:016710) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,120, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 6x in the Gas Utilities industry in South Korea. Total loss to shareholders of 83% over the past three years.分析記事 • May 25Investors Shouldn't Be Too Comfortable With Daesung Holdings' (KRX:016710) EarningsDaesung Holdings Co., Ltd. ( KRX:016710 ) just reported some strong earnings, and the market reacted accordingly with a...お知らせ • Mar 07Daesung Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025Daesung Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025, at 11:00 Tokyo Standard Time. Location: auditorium, 85, myeongdeok-ro, jung-gu, daegu South Korea分析記事 • Nov 23We Think That There Are More Issues For Daesung Holdings (KRX:016710) Than Just Sluggish EarningsThe subdued market reaction suggests that Daesung Holdings Co., Ltd.'s ( KRX:016710 ) recent earnings didn't contain...Buy Or Sell Opportunity • Oct 23Now 21% overvaluedOver the last 90 days, the stock has fallen 4.8% to ₩7,980. The fair value is estimated to be ₩6,621, however this is not to be taken as a sell 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 47%.Buy Or Sell Opportunity • Sep 25Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to ₩7,990. The fair value is estimated to be ₩6,621, however this is not to be taken as a sell 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 47%.Buy Or Sell Opportunity • Aug 06Now 20% overvaluedOver the last 90 days, the stock has fallen 13% to ₩7,960. The fair value is estimated to be ₩6,621, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%.New Risk • Jul 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩138.4b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (₩138.4b market cap, or US$99.8m).New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).分析記事 • Mar 26There Are Some Reasons To Suggest That Daesung Holdings' (KRX:016710) Earnings Are A Poor Reflection Of ProfitabilitySolid profit numbers didn't seem to be enough to please Daesung Holdings Co., Ltd.'s ( KRX:016710 ) shareholders. Our...お知らせ • Mar 26Daesung Holdings Co., Ltd. (KOSE:A016710) announces an Equity Buyback for KRW 2,000 million worth of its shares.Daesung Holdings Co., Ltd. (KOSE:A016710) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares, pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and to improve the shareholder value. The program will expire on September 25, 2024. As of March 24, 2024, the company had no shares in treasury within scope available for dividend and under other acquisitions.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩9,558 (vs ₩225 in FY 2022)Full year 2023 results: EPS: ₩9,558 (up from ₩225 in FY 2022). Revenue: ₩1.22t (down 2.9% from FY 2022). Net income: ₩153.8b (up ₩150.2b from FY 2022). Profit margin: 13% (up from 0.3% 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 71% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩250 per share at 2.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 2.8% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (10%).Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩225 (vs ₩1,040 in FY 2021)Full year 2022 results: EPS: ₩225 (down from ₩1,040 in FY 2021). Revenue: ₩1.25t (up 34% from FY 2021). Net income: ₩3.62b (down 78% from FY 2021). Profit margin: 0.3% (down from 1.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 150% per year, which means it is well ahead of earnings.Upcoming Dividend • Dec 21Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.2%).Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Sep 07An unknown buyer agreed to acquire 3% stake in Seoul City Gas Co., Ltd. (KOSE:A017390) from Daesung Holdings Co., Ltd. (KOSE:A016710) for KRW 35.6 billion.An unknown buyer agreed to acquire 3% stake in Seoul City Gas Co., Ltd. (KOSE:A017390) from Daesung Holdings Co., Ltd. (KOSE:A016710) for KRW 35.6 billion on August 26, 2022. Transaction is expected to be closed on August 26, 2022.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than 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 ₩928 (vs ₩992 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩335.7b (down 2.3% from 1Q 2020). Net income: ₩14.9b (down 6.5% from 1Q 2020). Profit margin: 4.4% (down from 4.6% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 17Returns On Capital At Daesung Holdings (KRX:016710) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Apr 03Daesung Holdings (KRX:016710) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 21Is Daesung Holdings Co., Ltd. (KRX:016710) A Smart Choice For Dividend Investors?Today we'll take a closer look at Daesung Holdings Co., Ltd. ( KRX:016710 ) from a dividend investor's perspective...お知らせ • Mar 10Daesung Holdings Co., Ltd., Annual General Meeting, Mar 29, 2021Daesung Holdings Co., Ltd., Annual General Meeting, Mar 29, 2021, at 11:00 Korea Standard Time.分析記事 • Mar 08Here's Why I Think Daesung Holdings (KRX:016710) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Feb 23Are Strong Financial Prospects The Force That Is Driving The Momentum In Daesung Holdings Co., Ltd.'s KRX:016710) Stock?Daesung Holdings' (KRX:016710) stock is up by a considerable 15% over the past three months. Since the market usually...Is New 90 Day High Low • Feb 20New 90-day high: ₩28,100The company is up 15% from its price of ₩24,400 on 20 November 2020. The South Korean market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Gas Utilities industry, which is up 12% over the same period.分析記事 • Feb 10What Is The Ownership Structure Like For Daesung Holdings Co., Ltd. (KRX:016710)?Every investor in Daesung Holdings Co., Ltd. ( KRX:016710 ) should be aware of the most powerful shareholder groups...分析記事 • Jan 29If You Had Bought Daesung Holdings (KRX:016710) Shares A Year Ago You'd Have Earned 238% ReturnsWhen you buy shares in a company, there is always a risk that the price drops to zero. But if you pick the right...分析記事 • Jan 17Will Daesung Holdings (KRX:016710) Multiply In Value Going Forward?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jan 05Daesung Holdings (KRX:016710) Is Growing Earnings But Are They A Good Guide?As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Is New 90 Day High Low • Jan 04New 90-day high: ₩25,350The company is up 30% from its price of ₩19,500 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 14% over the same period.分析記事 • Dec 24Daesung Holdings Co., Ltd. (KRX:016710) Passed Our Checks, And It's About To Pay A ₩250 DividendIt looks like Daesung Holdings Co., Ltd. ( KRX:016710 ) is about to go ex-dividend in the next four days. You can...Upcoming Dividend • Dec 22Upcoming Dividend of ₩250 Per ShareWill be paid on the 22nd of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.0% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (1.8%).分析記事 • Dec 20Is It Worth Buying Daesung Holdings Co., Ltd. (KRX:016710) For Its 1.0% Dividend Yield?Dividend paying stocks like Daesung Holdings Co., Ltd. ( KRX:016710 ) tend to be popular with investors, and for good...分析記事 • Dec 08Is Daesung Holdings (KRX:016710) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Dec 07New 90-day high: ₩25,000The company is up 49% from its price of ₩16,800 on 08 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 19% over the same period.分析記事 • Nov 26Here's Why I Think Daesung Holdings (KRX:016710) Might Deserve Your Attention TodayLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Is New 90 Day High Low • Nov 10New 90-day high: ₩23,450The company is up 65% from its price of ₩14,250 on 12 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 17% over the same period.Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 15% share price gain to ₩22,500, the stock is trading at a trailing P/E ratio of 29.7x, up from the previous P/E ratio of 25.7x. This compares to an average P/E of 13x in the Gas Utilities industry in South Korea. Total returns to shareholders over the past three years are 190%.Is New 90 Day High Low • Oct 07New 90-day high: ₩19,850The company is up 48% from its price of ₩13,450 on 09 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 7.0% 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、Daesung Holdings 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:A016710 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20261,187,38616,31919,65649,040N/A12/31/20251,222,63417,15226,83555,627N/A9/30/20251,241,34225,14225,96455,611N/A6/30/20251,257,93423,68633,52665,469N/A3/31/20251,243,79530,07832,96071,175N/A12/31/20241,212,35532,11516,70755,831N/A9/30/20241,215,49325,1954,85847,515N/A6/30/20241,203,23623,0586,48846,585N/A3/31/20241,202,32115,920-12,26425,224N/A12/31/20231,216,817153,789-47,241-1,564N/A9/30/20231,292,670145,956-46,965-1,029N/A6/30/20231,319,576139,113-42,8806,645N/A3/31/20231,318,925146,838-13,95737,491N/A12/31/20221,253,1703,62026,56074,633N/A9/30/20221,117,43115,99133,59386,778N/A6/30/20221,055,43622,93923,26280,486N/A3/31/20221,014,84817,36910,07468,060N/A12/31/2021938,58516,73512,76968,160N/A9/30/2021879,7438,40023,37277,992N/A6/30/2021865,87138,72436,06688,185N/A3/31/2021876,48441,59834,69984,448N/A12/31/2020884,30342,62920,46172,565N/A9/30/2020916,77245,7497,88157,096N/A6/30/2020928,64112,185-13,61941,137N/A3/31/2020923,96512,438-3,88553,709N/A12/31/2019918,56813,462N/A56,983N/A9/30/2019920,22017,184N/A56,101N/A6/30/2019912,48819,729N/A59,098N/A3/31/2019897,69016,970N/A44,840N/A12/31/2018909,82919,534N/A56,379N/A9/30/2018898,70817,889N/A54,534N/A6/30/2018901,90418,005N/A59,028N/A3/31/2018914,78317,540N/A63,032N/A12/31/2017903,12517,002N/A63,363N/A9/30/2017869,71010,095N/A77,557N/A6/30/2017863,30412,358N/A76,304N/A3/31/2017853,79713,398N/A81,002N/A12/31/2016874,66512,011N/A62,885N/A9/30/2016913,78514,936N/A56,599N/A6/30/2016947,29513,703N/A70,833N/A3/31/2016987,50516,705N/A59,784N/A12/31/20151,055,98419,238N/A57,826N/A9/30/20151,162,35223,909N/A62,366N/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: A016710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: A016710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: A016710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: A016710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: A016710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: A016710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2026/07/14 17:50終値2026/07/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daesung Holdings Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
New Risk • May 24New major risk - Revenue and earnings growthEarnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (₩128.4b market cap, or US$84.5m).
New Risk • Apr 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (₩136.3b market cap, or US$90.2m).
お知らせ • Mar 07Daesung Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026Daesung Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:00 Tokyo Standard Time. Location: conference room, 86, jangchungdan-ro, jung-gu, seoul South Korea
分析記事 • Nov 24Daesung Holdings' (KRX:016710) Profits May Not Reveal Underlying IssuesDaesung Holdings Co., Ltd.'s ( KRX:016710 ) robust recent earnings didn't do much to move the stock. We believe that...
New Risk • Aug 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% 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.
New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩139.0b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
分析記事 • Jul 11Daesung Holdings (KRX:016710) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,120, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 6x in the Gas Utilities industry in South Korea. Total loss to shareholders of 83% over the past three years.
分析記事 • May 25Investors Shouldn't Be Too Comfortable With Daesung Holdings' (KRX:016710) EarningsDaesung Holdings Co., Ltd. ( KRX:016710 ) just reported some strong earnings, and the market reacted accordingly with a...
お知らせ • Mar 07Daesung Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025Daesung Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025, at 11:00 Tokyo Standard Time. Location: auditorium, 85, myeongdeok-ro, jung-gu, daegu South Korea
分析記事 • Nov 23We Think That There Are More Issues For Daesung Holdings (KRX:016710) Than Just Sluggish EarningsThe subdued market reaction suggests that Daesung Holdings Co., Ltd.'s ( KRX:016710 ) recent earnings didn't contain...
Buy Or Sell Opportunity • Oct 23Now 21% overvaluedOver the last 90 days, the stock has fallen 4.8% to ₩7,980. The fair value is estimated to be ₩6,621, however this is not to be taken as a sell 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 47%.
Buy Or Sell Opportunity • Sep 25Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to ₩7,990. The fair value is estimated to be ₩6,621, however this is not to be taken as a sell 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 47%.
Buy Or Sell Opportunity • Aug 06Now 20% overvaluedOver the last 90 days, the stock has fallen 13% to ₩7,960. The fair value is estimated to be ₩6,621, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%.
New Risk • Jul 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩138.4b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (₩138.4b market cap, or US$99.8m).
New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
分析記事 • Mar 26There Are Some Reasons To Suggest That Daesung Holdings' (KRX:016710) Earnings Are A Poor Reflection Of ProfitabilitySolid profit numbers didn't seem to be enough to please Daesung Holdings Co., Ltd.'s ( KRX:016710 ) shareholders. Our...
お知らせ • Mar 26Daesung Holdings Co., Ltd. (KOSE:A016710) announces an Equity Buyback for KRW 2,000 million worth of its shares.Daesung Holdings Co., Ltd. (KOSE:A016710) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,000 million worth of its shares, pursuant to a contract with NH Investment & Securities Co., Ltd. The purpose of the program is to stabilize stock price and to improve the shareholder value. The program will expire on September 25, 2024. As of March 24, 2024, the company had no shares in treasury within scope available for dividend and under other acquisitions.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩9,558 (vs ₩225 in FY 2022)Full year 2023 results: EPS: ₩9,558 (up from ₩225 in FY 2022). Revenue: ₩1.22t (down 2.9% from FY 2022). Net income: ₩153.8b (up ₩150.2b from FY 2022). Profit margin: 13% (up from 0.3% 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 71% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩250 per share at 2.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 26 April 2024. Payout ratio is a comfortable 2.8% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (10%).
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩225 (vs ₩1,040 in FY 2021)Full year 2022 results: EPS: ₩225 (down from ₩1,040 in FY 2021). Revenue: ₩1.25t (up 34% from FY 2021). Net income: ₩3.62b (down 78% from FY 2021). Profit margin: 0.3% (down from 1.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 150% per year, which means it is well ahead of earnings.
Upcoming Dividend • Dec 21Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.2%).
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Sep 07An unknown buyer agreed to acquire 3% stake in Seoul City Gas Co., Ltd. (KOSE:A017390) from Daesung Holdings Co., Ltd. (KOSE:A016710) for KRW 35.6 billion.An unknown buyer agreed to acquire 3% stake in Seoul City Gas Co., Ltd. (KOSE:A017390) from Daesung Holdings Co., Ltd. (KOSE:A016710) for KRW 35.6 billion on August 26, 2022. Transaction is expected to be closed on August 26, 2022.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 April 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than 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 ₩928 (vs ₩992 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩335.7b (down 2.3% from 1Q 2020). Net income: ₩14.9b (down 6.5% from 1Q 2020). Profit margin: 4.4% (down from 4.6% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 17Returns On Capital At Daesung Holdings (KRX:016710) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Apr 03Daesung Holdings (KRX:016710) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 21Is Daesung Holdings Co., Ltd. (KRX:016710) A Smart Choice For Dividend Investors?Today we'll take a closer look at Daesung Holdings Co., Ltd. ( KRX:016710 ) from a dividend investor's perspective...
お知らせ • Mar 10Daesung Holdings Co., Ltd., Annual General Meeting, Mar 29, 2021Daesung Holdings Co., Ltd., Annual General Meeting, Mar 29, 2021, at 11:00 Korea Standard Time.
分析記事 • Mar 08Here's Why I Think Daesung Holdings (KRX:016710) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Feb 23Are Strong Financial Prospects The Force That Is Driving The Momentum In Daesung Holdings Co., Ltd.'s KRX:016710) Stock?Daesung Holdings' (KRX:016710) stock is up by a considerable 15% over the past three months. Since the market usually...
Is New 90 Day High Low • Feb 20New 90-day high: ₩28,100The company is up 15% from its price of ₩24,400 on 20 November 2020. The South Korean market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Gas Utilities industry, which is up 12% over the same period.
分析記事 • Feb 10What Is The Ownership Structure Like For Daesung Holdings Co., Ltd. (KRX:016710)?Every investor in Daesung Holdings Co., Ltd. ( KRX:016710 ) should be aware of the most powerful shareholder groups...
分析記事 • Jan 29If You Had Bought Daesung Holdings (KRX:016710) Shares A Year Ago You'd Have Earned 238% ReturnsWhen you buy shares in a company, there is always a risk that the price drops to zero. But if you pick the right...
分析記事 • Jan 17Will Daesung Holdings (KRX:016710) Multiply In Value Going Forward?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jan 05Daesung Holdings (KRX:016710) Is Growing Earnings But Are They A Good Guide?As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Is New 90 Day High Low • Jan 04New 90-day high: ₩25,350The company is up 30% from its price of ₩19,500 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 14% over the same period.
分析記事 • Dec 24Daesung Holdings Co., Ltd. (KRX:016710) Passed Our Checks, And It's About To Pay A ₩250 DividendIt looks like Daesung Holdings Co., Ltd. ( KRX:016710 ) is about to go ex-dividend in the next four days. You can...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩250 Per ShareWill be paid on the 22nd of April to those who are registered shareholders by the 29th of December. The trailing yield of 1.0% is below the top quartile of South Korean dividend payers (2.6%), and is lower than industry peers (1.8%).
分析記事 • Dec 20Is It Worth Buying Daesung Holdings Co., Ltd. (KRX:016710) For Its 1.0% Dividend Yield?Dividend paying stocks like Daesung Holdings Co., Ltd. ( KRX:016710 ) tend to be popular with investors, and for good...
分析記事 • Dec 08Is Daesung Holdings (KRX:016710) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Dec 07New 90-day high: ₩25,000The company is up 49% from its price of ₩16,800 on 08 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 19% over the same period.
分析記事 • Nov 26Here's Why I Think Daesung Holdings (KRX:016710) Might Deserve Your Attention TodayLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Is New 90 Day High Low • Nov 10New 90-day high: ₩23,450The company is up 65% from its price of ₩14,250 on 12 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 17% over the same period.
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 15% share price gain to ₩22,500, the stock is trading at a trailing P/E ratio of 29.7x, up from the previous P/E ratio of 25.7x. This compares to an average P/E of 13x in the Gas Utilities industry in South Korea. Total returns to shareholders over the past three years are 190%.
Is New 90 Day High Low • Oct 07New 90-day high: ₩19,850The company is up 48% from its price of ₩13,450 on 09 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 7.0% over the same period.