View ValuationDaewoo Engineering & Construction 향후 성장Future 기준 점검 3/6Daewoo Engineering & Construction (는) 각각 연간 84.8% 및 8.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 83.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.4% 로 예상됩니다.핵심 정보84.8%이익 성장률83.80%EPS 성장률Construction 이익 성장35.7%매출 성장률8.4%향후 자기자본이익률11.40%애널리스트 커버리지Good마지막 업데이트25 Jun 2026최근 향후 성장 업데이트Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.Price Target Changed • Feb 28Price target increased by 10% to ₩6,993Up from ₩6,331, the current price target is an average from 14 analysts. New target price is 31% below last closing price of ₩10,140. Stock is up 199% over the past year.Price Target Changed • Jan 28Price target increased by 7.5% to ₩4,914Up from ₩4,571, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₩5,150. Stock is up 53% over the past year. The company is forecast to post earnings per share of ₩126 for next year compared to ₩570 last year.Major Estimate Revision • Aug 02Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩613 to ₩381 per share. Revenue forecast steady at ₩8.57b. Net income forecast to grow 0.2% next year vs 19% growth forecast for Construction industry in South Korea. Consensus price target of ₩4,627 unchanged from last update. Share price fell 6.5% to ₩3,665 over the past week.Major Estimate Revision • Apr 30Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ₩639 to ₩794. Revenue forecast unchanged at ₩9.18b. Net income forecast to grow 41% next year vs 14% growth forecast for Construction industry in South Korea. Consensus price target broadly unchanged at ₩4,181. Share price rose 7.6% to ₩3,530 over the past week.Major Estimate Revision • Feb 07Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩10.5b to ₩8.54b. EPS estimate fell from ₩787 to ₩715 per share. Net income forecast to shrink 9.1% next year vs 41% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,438 to ₩4,331. Share price was steady at ₩3,340 over the past week.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jun 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to ₩27,150. The fair value is estimated to be ₩21,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 158% to ₩26,200. The fair value is estimated to be ₩21,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • May 28Is It Time To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it received a lot of...공시 • Apr 25Daewoo Engineering & Construction Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026Buy Or Sell Opportunity • Mar 19Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 328% to ₩16,110. The fair value is estimated to be ₩13,138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₩2,220 loss per share (down from ₩570 profit in FY 2024). Revenue: ₩8.05t (down 23% from FY 2024). Net loss: ₩912.3b (down 490% from profit in FY 2024). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.공시 • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: art hall, 170, eulji-ro, jung-gu, seoul South KoreaBuy Or Sell Opportunity • Mar 03Now 23% undervaluedOver the last 90 days, the stock has risen 152% to ₩8,980. The fair value is estimated to be ₩11,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Feb 28Price target increased by 10% to ₩6,993Up from ₩6,331, the current price target is an average from 14 analysts. New target price is 31% below last closing price of ₩10,140. Stock is up 199% over the past year.New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).공시 • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2025 Results on Feb 09, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2025 results on Feb 09, 2026Price Target Changed • Jan 28Price target increased by 7.5% to ₩4,914Up from ₩4,571, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₩5,150. Stock is up 53% over the past year. The company is forecast to post earnings per share of ₩126 for next year compared to ₩570 last year.분석 기사 • Jan 20What Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) 34% Share Price Gain Is Not Telling YouThe Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) share price has done very well over the last month...분석 기사 • Jan 14Returns On Capital Signal Tricky Times Ahead For Daewoo Engineering & Construction (KRX:047040)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...분석 기사 • Dec 05Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Construction industry in Korea, you could be...Reported Earnings • Nov 04Third quarter 2025 earnings released: ₩123 loss per share (vs ₩92.68 profit in 3Q 2024)Third quarter 2025 results: ₩123 loss per share (down from ₩92.68 profit in 3Q 2024). Revenue: ₩1.99t (down 22% from 3Q 2024). Net loss: ₩50.6b (down 233% from profit in 3Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.분석 기사 • Sep 26Is It Too Late To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it saw significant...Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,365, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Construction industry in South Korea. Total loss to shareholders of 19% over the past three years.분석 기사 • Aug 20There May Be Some Bright Spots In Daewoo Engineering & Construction's (KRX:047040) EarningsKOSE:A047040 1 Year Share Price vs Fair Value Explore Daewoo Engineering & Construction's Fair Values from the...New Risk • Aug 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Major Estimate Revision • Aug 02Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩613 to ₩381 per share. Revenue forecast steady at ₩8.57b. Net income forecast to grow 0.2% next year vs 19% growth forecast for Construction industry in South Korea. Consensus price target of ₩4,627 unchanged from last update. Share price fell 6.5% to ₩3,665 over the past week.분석 기사 • Jul 29Daewoo Engineering & Construction (KRX:047040) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • May 03First quarter 2025 earnings released: EPS: ₩141 (vs ₩215 in 1Q 2024)First quarter 2025 results: EPS: ₩141 (down from ₩215 in 1Q 2024). Revenue: ₩2.08t (down 17% from 1Q 2024). Net income: ₩58.0b (down 34% from 1Q 2024). Profit margin: 2.8% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.Major Estimate Revision • Apr 30Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ₩639 to ₩794. Revenue forecast unchanged at ₩9.18b. Net income forecast to grow 41% next year vs 14% growth forecast for Construction industry in South Korea. Consensus price target broadly unchanged at ₩4,181. Share price rose 7.6% to ₩3,530 over the past week.Board Change • Apr 01Insufficient 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. Independent Outside Director Jae Joong Kim was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 24Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩570 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩234.1b (down 54% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.공시 • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 170, eulji-ro, jung-gu, seoul South KoreaReported Earnings • Feb 08Full year 2024 earnings released: EPS: ₩591 (vs ₩1,245 in FY 2023)Full year 2024 results: EPS: ₩591 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩242.8b (down 53% from FY 2023). Profit margin: 2.3% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 4.4% 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: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).Major Estimate Revision • Feb 07Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩10.5b to ₩8.54b. EPS estimate fell from ₩787 to ₩715 per share. Net income forecast to shrink 9.1% next year vs 41% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,438 to ₩4,331. Share price was steady at ₩3,340 over the past week.공시 • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2024 Results on Feb 06, 2025Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2024 results on Feb 06, 2025New Risk • Dec 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 5.2% per year for the foreseeable future. Minor Risk High level of debt (41% net debt to equity).New Risk • Nov 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (40% accrual ratio).Price Target Changed • Nov 09Price target decreased by 7.4% to ₩4,569Down from ₩4,933, the current price target is an average from 16 analysts. New target price is 23% above last closing price of ₩3,705. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₩688 for next year compared to ₩1,245 last year.공시 • Nov 05Daewoo Engineering & Construction Announces CEO ChangesOn November 5, 2024, Daewoo Engineering & Construction announced that Kim Bo-hyun, the current executive vice president, is set to take on the role of CEO at the upcoming board meeting scheduled for December. Kim, born in 1966, is a retired South Korean Air Force brigadier general and former fighter pilot. He joined Daewoo in 2021 as the head of the acquisition team during Jungheung Group's takeover of the company. After a year as an adviser, he took on the role of executive vice president in 2023 to oversee Daewoo's local and overseas projects. Current CEO Baek Jung-wan will continue to serve his term which ends in February 2025. The company added that Baek has played a critical role in stabilizing the management during the ownership transition period. The company also noted that this leadership transition aims to solidify its organizational structure as it anticipates challenging conditions in the construction sector next year.Major Estimate Revision • Nov 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩821 to ₩705 per share. Revenue forecast steady at ₩10.5b. Net income forecast to shrink 17% next year vs 28% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,933 to ₩4,767. Share price fell 2.2% to ₩3,540 over the past week.공시 • Oct 16J&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billionJ&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billion on October 10, 2024. A cash consideration of KRW 30 billion valued at KRW 172651 per share will be paid by J&KS Co., Ltd. As part of consideration, KRW 30 billion is paid towards common equity of Korea Infrastructure Management Co.,Ltd. The expected completion of the transaction is December 1, 2024 to December 31, 2024.공시 • Oct 08Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million.Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million on October 8, 2024. Industrial Bank of Korea (KOSE:A024110) completed the acquisition of remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others on October 8, 2024.Reported Earnings • May 02First quarter 2024 earnings released: EPS: ₩223 (vs ₩236 in 1Q 2023)First quarter 2024 results: EPS: ₩223 (down from ₩236 in 1Q 2023). Revenue: ₩2.49t (down 4.6% from 1Q 2023). Net income: ₩91.5b (down 5.7% from 1Q 2023). Profit margin: 3.7% (in line with 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩1,245 (vs ₩1,227 in FY 2022)Full year 2023 results: EPS: ₩1,245 (up from ₩1,227 in FY 2022). Revenue: ₩12t (up 12% from FY 2022). Net income: ₩511.7b (up 1.5% from FY 2022). Profit margin: 4.4% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 1.9%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio).Major Estimate Revision • Jan 31Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩11.8b to ₩10.6b. EPS estimate also fell from ₩1,247 per share to ₩1,022 per share. Net income forecast to shrink 13% next year vs 26% growth forecast for Construction industry in South Korea . Consensus price target down from ₩5,529 to ₩5,414. Share price was steady at ₩3,945 over the past week.Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to ₩3,880. The fair value is estimated to be ₩4,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to decline by 1.6% per annum. Earnings are forecast to grow by 1.9% per annum over the same time period.Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: ₩282 (vs ₩417 in 3Q 2022)Third quarter 2023 results: EPS: ₩282 (down from ₩417 in 3Q 2022). Revenue: ₩2.99t (up 19% from 3Q 2022). Net income: ₩109.9b (down 36% from 3Q 2022). Profit margin: 3.7% (down from 6.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 3.4%. 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 9% per year, which means it is significantly lagging earnings growth.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. This is currently the only risk that has been identified for the company.Major Estimate Revision • Jul 28Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩11.0b to ₩11.9b. EPS estimate increased from ₩1,058 to ₩1,260 per share. Net income forecast to grow 23% next year vs 5.0% growth forecast for Construction industry in South Korea. Consensus price target of ₩5,617 unchanged from last update. Share price was steady at ₩4,330 over the past week.Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩1,227 (up from ₩1,180 in FY 2021). Revenue: ₩10t (up 20% from FY 2021). Net income: ₩504.0b (up 4.0% from FY 2021). Profit margin: 4.8% (down from 5.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 09Price target decreased to ₩5,962Down from ₩6,443, the current price target is an average from 13 analysts. New target price is 32% above last closing price of ₩4,505. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩1,255 for next year compared to ₩1,180 last year.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ₩417 (vs ₩217 in 3Q 2021)Third quarter 2022 results: EPS: ₩417 (up from ₩217 in 3Q 2021). Revenue: ₩2.52t (up 20% from 3Q 2021). Net income: ₩171.4b (up 92% from 3Q 2021). Profit margin: 6.8% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Nov 01Price target decreased to ₩6,686Down from ₩7,243, the current price target is an average from 14 analysts. New target price is 59% above last closing price of ₩4,205. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩1,178 for next year compared to ₩1,180 last year.Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩1,039 to ₩1,181. Revenue forecast steady at ₩9.94b. Net income forecast to grow 20% next year vs 11% growth forecast for Construction industry in South Korea. Consensus price target of ₩7,243 unchanged from last update. Share price rose 6.7% to ₩4,240 over the past week.Price Target Changed • Aug 01Price target decreased to ₩7,629Down from ₩8,250, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩5,300. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩1,006 for next year compared to ₩1,180 last year.Major Estimate Revision • Jul 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,304 to ₩970. Revenue forecast unchanged from ₩9.87b at last update. Net income forecast to shrink 13% next year vs 16% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,107. Share price was steady at ₩5,250 over the past week.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,070, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Construction industry in South Korea. Total returns to shareholders of 1.4% over the past three years.Buying Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be ₩8,478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Apr 20Now 22% undervaluedOver the last 90 days, the stock is up 9.1%. The fair value is estimated to be ₩8,214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Apr 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Rin-Gon Moon is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Jan 28Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩10.5b to ₩9.59b. EPS estimate also fell from ₩1,380 per share to ₩1,067 per share. Net income forecast to shrink 6.4% next year vs 20% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,467. Share price fell 3.1% to ₩5,670 over the past week.공시 • Jun 26Two Participate in Preliminary Bidding for Daewoo E&CA mid-sized builder and a consortium led by a property developer submitted preliminary bids to buy a controlling stake in Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) from an investment fund under the state-run Korea Development Bank (KDB), people familiar with the matter said June 25, 2021. The bidders are Jungheung Construction and the consortium made of DS Networks Co., Ltd. and SkyLake, a leading technology private equity firm, they said. Lead manager Bank of America Merrill Lynch received the bids from the two prospective buyers for a 50.75% stake in Daewoo E&C held by KDB Investment Co., a private equity firm controlled by the state-run lender, they said. The stake up for sale in Daewoo Engineering is valued at around KRW 2 trillion (USD 1.7 billion). KDB Investment reportedly plans to pick a preferred bidder in July and complete the sale of Daewoo E&C by the end of the year. KDB Investment did not make any official comment on the bids.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩8,870, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Construction industry in South Korea. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩7,499 per share.Price Target Changed • May 03Price target increased to ₩7,856Up from ₩7,328, the current price target is an average from 16 analysts. New target price is 6.3% above last closing price of ₩7,390. Stock is up 112% over the past year.Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩691 (vs ₩508 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩8.14t (down 6.0% from FY 2019). Net income: ₩283.8b (up 36% from FY 2019). Profit margin: 3.5% (up from 2.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,300, the stock trades at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.5x. Average P/E is 11x in the Construction industry in South Korea. Total returns to shareholders over the past three years are 15%.공시 • Mar 03Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.Price Target Changed • Jan 30Price target raised to ₩6,656Up from ₩5,768, the current price target is an average from 17 analysts. The new target price is 13% above the current share price of ₩5,900. As of last close, the stock is up 36% over the past year.Major Estimate Revision • Jan 30Analysts increase EPS estimates to ₩998The 2021 consensus revenue estimate increased from ₩9.49b to ₩9.77b. The earnings per share estimate also received an upgrade from ₩895 to ₩998 for the same period. Net income is expected to grow by 92% next year compared to 37% growth forecast for the Construction industry in South Korea. The consensus price target increased from ₩5,768 to ₩6,656. Share price is down by 5.9% to ₩5,900 over the past week.공시 • Jan 26Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2020 Results on Jan 28, 2021Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2020 results on Jan 28, 2021Is New 90 Day High Low • Jan 14New 90-day high: ₩6,050The company is up 109% from its price of ₩2,900 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,862 per share.Price Target Changed • Jan 13Price target raised to ₩4,872Up from ₩4,444, the current price target is an average from 14 analysts. The new target price is 15% below the current share price of ₩5,710. As of last close, the stock is up 22% over the past year.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩5,790, the stock is trading at a trailing P/E ratio of 12.4x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 11x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 4.1%.Is New 90 Day High Low • Dec 30New 90-day high: ₩4,985The company is up 79% from its price of ₩2,785 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩7,463 per share.Is New 90 Day High Low • Dec 09New 90-day high: ₩4,300The company is up 50% from its price of ₩2,865 on 10 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 Construction industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,110 per share.Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 21% share price gain to ₩4,300, the stock is trading at a trailing P/E ratio of 9.2x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 15% share price gain to ₩4,070, the stock is trading at a trailing P/E ratio of 8.7x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.Is New 90 Day High Low • Nov 11New 90-day high: ₩3,610The company is up 3.0% from its price of ₩3,510 on 13 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 Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,119 per share.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to ₩3,610, the stock is trading at a trailing P/E ratio of 8.1x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 8x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 41%.공시 • Aug 31Daewoo Engineering & Construction Co., Ltd. to Report Q2, 2020 Results on Jul 30, 2020Daewoo Engineering & Construction Co., Ltd. announced that they will report Q2, 2020 results on Jul 30, 2020공시 • Aug 06Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040).Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) in January 2020. Sang-Soo Yoo and Jin-Song Chung of Pwc Korea Ltd. acted as due diligence providers to Strike Capital Management, LLC. Strike Capital Management, LLC completed the acquisition of Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) on in January 2020.이익 및 매출 성장 예측KOSE:A047040 - 애널리스트 향후 추정치 및 과거 재무 데이터 (KRW Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202810,085,901580,300516,500562,733712/31/20278,770,605441,090400,857471,0751312/31/20268,064,663494,140350,840285,420143/31/20267,929,369-773,87729,418124,007N/A12/31/20258,054,627-912,264352,475462,905N/A9/30/20258,987,593-27,731-98,02725,477N/A6/30/20259,544,79463,721-137,39715,236N/A3/31/202510,092,941201,678-838,489-745,211N/A12/31/202410,503,609234,094-1,363,767-1,283,524N/A9/30/202410,634,795327,792-1,775,891-1,674,303N/A6/30/202411,077,091398,236-1,240,424-1,165,710N/A3/31/202411,527,021503,012-1,258,557-1,168,325N/A12/31/202311,647,801511,710-936,313-832,826N/A9/30/202312,077,958515,398-927,910-829,342N/A6/30/202311,608,361578,244-1,368,024-1,271,602N/A3/31/202310,777,849427,577-439,324-345,276N/A12/31/202210,419,213504,007-525,965-423,144N/A9/30/20229,649,610502,188326,572431,260N/A6/30/20229,229,221419,986624,525726,186N/A3/31/20228,995,726510,249778,056868,065N/A12/31/20218,685,208484,6851,685,0641,746,845N/A9/30/20218,537,877489,1691,316,5021,345,648N/A6/30/20218,334,026456,3581,442,8201,462,199N/A3/31/20218,089,842369,8691,001,1821,015,824N/A12/31/20208,136,706283,811390,502408,383N/A9/30/20208,154,597192,524176,299185,992N/A6/30/20208,339,182183,727-164,341-151,773N/A3/31/20208,606,805214,050155,184166,797N/A12/31/20198,651,852208,615N/A-309,746N/A9/30/20198,602,822218,476N/A30,788N/A6/30/20199,250,469238,821N/A5,144N/A3/31/20199,983,543243,562N/A-230,605N/A12/31/201810,605,494298,686N/A176,191N/A9/30/201811,259,833113,307N/A-209,637N/A6/30/201811,629,370134,890N/A-131,174N/A3/31/201811,779,521178,395N/A-65,715N/A12/31/201711,766,840258,937N/A337,413N/A9/30/201711,564,593-438,108N/A904,944N/A6/30/201711,272,624-459,441N/A908,357N/A3/31/201711,187,181-536,719N/A888,325N/A12/31/201611,105,930-735,847N/A358,834N/A9/30/201610,946,83599,813N/A164,109N/A6/30/201610,706,11052,567N/A472,837N/A3/31/201610,255,07478,216N/A482,515N/A12/31/20159,889,965105,903N/A685,042N/A9/30/201510,014,182156,222N/A478,263N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A047040 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.1%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: A047040 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: A047040 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: A047040 의 수익(연간 8.4%)이 KR 시장(연간 17.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: A047040 의 수익(연간 8.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A047040의 자본 수익률은 3년 후 11.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/06 08:15종가2026/07/06 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Daewoo Engineering & Construction Co., Ltd.는 29명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jay YooBofA Global ResearchSteve ChungCLSATae-Hwan LeeDaishin Securities Co. Ltd.26명의 분석가 더 보기
Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.
Price Target Changed • Feb 28Price target increased by 10% to ₩6,993Up from ₩6,331, the current price target is an average from 14 analysts. New target price is 31% below last closing price of ₩10,140. Stock is up 199% over the past year.
Price Target Changed • Jan 28Price target increased by 7.5% to ₩4,914Up from ₩4,571, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₩5,150. Stock is up 53% over the past year. The company is forecast to post earnings per share of ₩126 for next year compared to ₩570 last year.
Major Estimate Revision • Aug 02Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩613 to ₩381 per share. Revenue forecast steady at ₩8.57b. Net income forecast to grow 0.2% next year vs 19% growth forecast for Construction industry in South Korea. Consensus price target of ₩4,627 unchanged from last update. Share price fell 6.5% to ₩3,665 over the past week.
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ₩639 to ₩794. Revenue forecast unchanged at ₩9.18b. Net income forecast to grow 41% next year vs 14% growth forecast for Construction industry in South Korea. Consensus price target broadly unchanged at ₩4,181. Share price rose 7.6% to ₩3,530 over the past week.
Major Estimate Revision • Feb 07Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩10.5b to ₩8.54b. EPS estimate fell from ₩787 to ₩715 per share. Net income forecast to shrink 9.1% next year vs 41% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,438 to ₩4,331. Share price was steady at ₩3,340 over the past week.
Buy Or Sell Opportunity • Jun 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to ₩27,150. The fair value is estimated to be ₩21,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Jun 06Price target increased by 13% to ₩21,400Up from ₩19,008, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₩21,750. Stock is up 380% over the past year. The company is forecast to post earnings per share of ₩1,164 next year compared to a net loss per share of ₩2,220 last year.
Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 158% to ₩26,200. The fair value is estimated to be ₩21,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • May 28Is It Time To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it received a lot of...
공시 • Apr 25Daewoo Engineering & Construction Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
Buy Or Sell Opportunity • Mar 19Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 328% to ₩16,110. The fair value is estimated to be ₩13,138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₩2,220 loss per share (down from ₩570 profit in FY 2024). Revenue: ₩8.05t (down 23% from FY 2024). Net loss: ₩912.3b (down 490% from profit in FY 2024). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
공시 • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: art hall, 170, eulji-ro, jung-gu, seoul South Korea
Buy Or Sell Opportunity • Mar 03Now 23% undervaluedOver the last 90 days, the stock has risen 152% to ₩8,980. The fair value is estimated to be ₩11,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Feb 28Price target increased by 10% to ₩6,993Up from ₩6,331, the current price target is an average from 14 analysts. New target price is 31% below last closing price of ₩10,140. Stock is up 199% over the past year.
New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
공시 • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2025 Results on Feb 09, 2026Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2025 results on Feb 09, 2026
Price Target Changed • Jan 28Price target increased by 7.5% to ₩4,914Up from ₩4,571, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₩5,150. Stock is up 53% over the past year. The company is forecast to post earnings per share of ₩126 for next year compared to ₩570 last year.
분석 기사 • Jan 20What Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) 34% Share Price Gain Is Not Telling YouThe Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ) share price has done very well over the last month...
분석 기사 • Jan 14Returns On Capital Signal Tricky Times Ahead For Daewoo Engineering & Construction (KRX:047040)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
분석 기사 • Dec 05Daewoo Engineering & Construction Co., Ltd.'s (KRX:047040) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Construction industry in Korea, you could be...
Reported Earnings • Nov 04Third quarter 2025 earnings released: ₩123 loss per share (vs ₩92.68 profit in 3Q 2024)Third quarter 2025 results: ₩123 loss per share (down from ₩92.68 profit in 3Q 2024). Revenue: ₩1.99t (down 22% from 3Q 2024). Net loss: ₩50.6b (down 233% from profit in 3Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
분석 기사 • Sep 26Is It Too Late To Consider Buying Daewoo Engineering & Construction Co., Ltd. (KRX:047040)?Daewoo Engineering & Construction Co., Ltd. ( KRX:047040 ), might not be a large cap stock, but it saw significant...
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,365, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Construction industry in South Korea. Total loss to shareholders of 19% over the past three years.
분석 기사 • Aug 20There May Be Some Bright Spots In Daewoo Engineering & Construction's (KRX:047040) EarningsKOSE:A047040 1 Year Share Price vs Fair Value Explore Daewoo Engineering & Construction's Fair Values from the...
New Risk • Aug 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Major Estimate Revision • Aug 02Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩613 to ₩381 per share. Revenue forecast steady at ₩8.57b. Net income forecast to grow 0.2% next year vs 19% growth forecast for Construction industry in South Korea. Consensus price target of ₩4,627 unchanged from last update. Share price fell 6.5% to ₩3,665 over the past week.
분석 기사 • Jul 29Daewoo Engineering & Construction (KRX:047040) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • May 03First quarter 2025 earnings released: EPS: ₩141 (vs ₩215 in 1Q 2024)First quarter 2025 results: EPS: ₩141 (down from ₩215 in 1Q 2024). Revenue: ₩2.08t (down 17% from 1Q 2024). Net income: ₩58.0b (down 34% from 1Q 2024). Profit margin: 2.8% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from ₩639 to ₩794. Revenue forecast unchanged at ₩9.18b. Net income forecast to grow 41% next year vs 14% growth forecast for Construction industry in South Korea. Consensus price target broadly unchanged at ₩4,181. Share price rose 7.6% to ₩3,530 over the past week.
Board Change • Apr 01Insufficient 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. Independent Outside Director Jae Joong Kim was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 24Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)Daewoo Engineering & Construction Co., Ltd.(KOSE:A047040) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩570 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩234.1b (down 54% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
공시 • Mar 06Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 170, eulji-ro, jung-gu, seoul South Korea
Reported Earnings • Feb 08Full year 2024 earnings released: EPS: ₩591 (vs ₩1,245 in FY 2023)Full year 2024 results: EPS: ₩591 (down from ₩1,245 in FY 2023). Revenue: ₩11t (down 9.8% from FY 2023). Net income: ₩242.8b (down 53% from FY 2023). Profit margin: 2.3% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Construction industry in South Korea are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 16% per year.
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 4.4% 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: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).
Major Estimate Revision • Feb 07Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩10.5b to ₩8.54b. EPS estimate fell from ₩787 to ₩715 per share. Net income forecast to shrink 9.1% next year vs 41% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,438 to ₩4,331. Share price was steady at ₩3,340 over the past week.
공시 • Feb 05Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2024 Results on Feb 06, 2025Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2024 results on Feb 06, 2025
New Risk • Dec 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 5.2% per year for the foreseeable future. Minor Risk High level of debt (41% net debt to equity).
New Risk • Nov 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (40% accrual ratio).
Price Target Changed • Nov 09Price target decreased by 7.4% to ₩4,569Down from ₩4,933, the current price target is an average from 16 analysts. New target price is 23% above last closing price of ₩3,705. Stock is down 11% over the past year. The company is forecast to post earnings per share of ₩688 for next year compared to ₩1,245 last year.
공시 • Nov 05Daewoo Engineering & Construction Announces CEO ChangesOn November 5, 2024, Daewoo Engineering & Construction announced that Kim Bo-hyun, the current executive vice president, is set to take on the role of CEO at the upcoming board meeting scheduled for December. Kim, born in 1966, is a retired South Korean Air Force brigadier general and former fighter pilot. He joined Daewoo in 2021 as the head of the acquisition team during Jungheung Group's takeover of the company. After a year as an adviser, he took on the role of executive vice president in 2023 to oversee Daewoo's local and overseas projects. Current CEO Baek Jung-wan will continue to serve his term which ends in February 2025. The company added that Baek has played a critical role in stabilizing the management during the ownership transition period. The company also noted that this leadership transition aims to solidify its organizational structure as it anticipates challenging conditions in the construction sector next year.
Major Estimate Revision • Nov 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩821 to ₩705 per share. Revenue forecast steady at ₩10.5b. Net income forecast to shrink 17% next year vs 28% growth forecast for Construction industry in South Korea . Consensus price target down from ₩4,933 to ₩4,767. Share price fell 2.2% to ₩3,540 over the past week.
공시 • Oct 16J&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billionJ&KS Co., Ltd agreed to acquire 41.35% stake in Korea Infrastructure Management Co.,Ltd. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) for KRW 30 billion on October 10, 2024. A cash consideration of KRW 30 billion valued at KRW 172651 per share will be paid by J&KS Co., Ltd. As part of consideration, KRW 30 billion is paid towards common equity of Korea Infrastructure Management Co.,Ltd. The expected completion of the transaction is December 1, 2024 to December 31, 2024.
공시 • Oct 08Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million.Industrial Bank of Korea (KOSE:A024110) acquired remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others for KRW 18.9 million on October 8, 2024. Industrial Bank of Korea (KOSE:A024110) completed the acquisition of remaining 70% stake in Cheonmasan Tunnel Corp. from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040), Korea Infrastructure Management Co.,Ltd. and others on October 8, 2024.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: ₩223 (vs ₩236 in 1Q 2023)First quarter 2024 results: EPS: ₩223 (down from ₩236 in 1Q 2023). Revenue: ₩2.49t (down 4.6% from 1Q 2023). Net income: ₩91.5b (down 5.7% from 1Q 2023). Profit margin: 3.7% (in line with 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: ₩1,245 (vs ₩1,227 in FY 2022)Full year 2023 results: EPS: ₩1,245 (up from ₩1,227 in FY 2022). Revenue: ₩12t (up 12% from FY 2022). Net income: ₩511.7b (up 1.5% from FY 2022). Profit margin: 4.4% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 1.9%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio).
Major Estimate Revision • Jan 31Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩11.8b to ₩10.6b. EPS estimate also fell from ₩1,247 per share to ₩1,022 per share. Net income forecast to shrink 13% next year vs 26% growth forecast for Construction industry in South Korea . Consensus price target down from ₩5,529 to ₩5,414. Share price was steady at ₩3,945 over the past week.
Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to ₩3,880. The fair value is estimated to be ₩4,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to decline by 1.6% per annum. Earnings are forecast to grow by 1.9% per annum over the same time period.
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: ₩282 (vs ₩417 in 3Q 2022)Third quarter 2023 results: EPS: ₩282 (down from ₩417 in 3Q 2022). Revenue: ₩2.99t (up 19% from 3Q 2022). Net income: ₩109.9b (down 36% from 3Q 2022). Profit margin: 3.7% (down from 6.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Construction industry in South Korea are expected to grow by 3.4%. 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 9% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Jul 28Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩11.0b to ₩11.9b. EPS estimate increased from ₩1,058 to ₩1,260 per share. Net income forecast to grow 23% next year vs 5.0% growth forecast for Construction industry in South Korea. Consensus price target of ₩5,617 unchanged from last update. Share price was steady at ₩4,330 over the past week.
Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩1,227 (up from ₩1,180 in FY 2021). Revenue: ₩10t (up 20% from FY 2021). Net income: ₩504.0b (up 4.0% from FY 2021). Profit margin: 4.8% (down from 5.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 09Price target decreased to ₩5,962Down from ₩6,443, the current price target is an average from 13 analysts. New target price is 32% above last closing price of ₩4,505. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₩1,255 for next year compared to ₩1,180 last year.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ₩417 (vs ₩217 in 3Q 2021)Third quarter 2022 results: EPS: ₩417 (up from ₩217 in 3Q 2021). Revenue: ₩2.52t (up 20% from 3Q 2021). Net income: ₩171.4b (up 92% from 3Q 2021). Profit margin: 6.8% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in South Korea. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Nov 01Price target decreased to ₩6,686Down from ₩7,243, the current price target is an average from 14 analysts. New target price is 59% above last closing price of ₩4,205. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩1,178 for next year compared to ₩1,180 last year.
Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ₩1,039 to ₩1,181. Revenue forecast steady at ₩9.94b. Net income forecast to grow 20% next year vs 11% growth forecast for Construction industry in South Korea. Consensus price target of ₩7,243 unchanged from last update. Share price rose 6.7% to ₩4,240 over the past week.
Price Target Changed • Aug 01Price target decreased to ₩7,629Down from ₩8,250, the current price target is an average from 13 analysts. New target price is 44% above last closing price of ₩5,300. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₩1,006 for next year compared to ₩1,180 last year.
Major Estimate Revision • Jul 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₩1,304 to ₩970. Revenue forecast unchanged from ₩9.87b at last update. Net income forecast to shrink 13% next year vs 16% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,107. Share price was steady at ₩5,250 over the past week.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,070, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Construction industry in South Korea. Total returns to shareholders of 1.4% over the past three years.
Buying Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be ₩8,478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Gwang-Lim Youn is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Apr 20Now 22% undervaluedOver the last 90 days, the stock is up 9.1%. The fair value is estimated to be ₩8,214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Apr 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Outside Director Rin-Gon Moon is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Jan 28Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩10.5b to ₩9.59b. EPS estimate also fell from ₩1,380 per share to ₩1,067 per share. Net income forecast to shrink 6.4% next year vs 20% growth forecast for Construction industry in South Korea . Consensus price target broadly unchanged at ₩8,467. Share price fell 3.1% to ₩5,670 over the past week.
공시 • Jun 26Two Participate in Preliminary Bidding for Daewoo E&CA mid-sized builder and a consortium led by a property developer submitted preliminary bids to buy a controlling stake in Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) from an investment fund under the state-run Korea Development Bank (KDB), people familiar with the matter said June 25, 2021. The bidders are Jungheung Construction and the consortium made of DS Networks Co., Ltd. and SkyLake, a leading technology private equity firm, they said. Lead manager Bank of America Merrill Lynch received the bids from the two prospective buyers for a 50.75% stake in Daewoo E&C held by KDB Investment Co., a private equity firm controlled by the state-run lender, they said. The stake up for sale in Daewoo Engineering is valued at around KRW 2 trillion (USD 1.7 billion). KDB Investment reportedly plans to pick a preferred bidder in July and complete the sale of Daewoo E&C by the end of the year. KDB Investment did not make any official comment on the bids.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩8,870, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Construction industry in South Korea. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩7,499 per share.
Price Target Changed • May 03Price target increased to ₩7,856Up from ₩7,328, the current price target is an average from 16 analysts. New target price is 6.3% above last closing price of ₩7,390. Stock is up 112% over the past year.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩691 (vs ₩508 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩8.14t (down 6.0% from FY 2019). Net income: ₩283.8b (up 36% from FY 2019). Profit margin: 3.5% (up from 2.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,300, the stock trades at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.5x. Average P/E is 11x in the Construction industry in South Korea. Total returns to shareholders over the past three years are 15%.
공시 • Mar 03Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021Daewoo Engineering & Construction Co., Ltd., Annual General Meeting, Mar 26, 2021, at 09:00 Korea Standard Time.
Price Target Changed • Jan 30Price target raised to ₩6,656Up from ₩5,768, the current price target is an average from 17 analysts. The new target price is 13% above the current share price of ₩5,900. As of last close, the stock is up 36% over the past year.
Major Estimate Revision • Jan 30Analysts increase EPS estimates to ₩998The 2021 consensus revenue estimate increased from ₩9.49b to ₩9.77b. The earnings per share estimate also received an upgrade from ₩895 to ₩998 for the same period. Net income is expected to grow by 92% next year compared to 37% growth forecast for the Construction industry in South Korea. The consensus price target increased from ₩5,768 to ₩6,656. Share price is down by 5.9% to ₩5,900 over the past week.
공시 • Jan 26Daewoo Engineering & Construction Co., Ltd. to Report Fiscal Year 2020 Results on Jan 28, 2021Daewoo Engineering & Construction Co., Ltd. announced that they will report fiscal year 2020 results on Jan 28, 2021
Is New 90 Day High Low • Jan 14New 90-day high: ₩6,050The company is up 109% from its price of ₩2,900 on 16 October 2020. The South Korean market is up 31% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,862 per share.
Price Target Changed • Jan 13Price target raised to ₩4,872Up from ₩4,444, the current price target is an average from 14 analysts. The new target price is 15% below the current share price of ₩5,710. As of last close, the stock is up 22% over the past year.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩5,790, the stock is trading at a trailing P/E ratio of 12.4x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 11x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 4.1%.
Is New 90 Day High Low • Dec 30New 90-day high: ₩4,985The company is up 79% from its price of ₩2,785 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩7,463 per share.
Is New 90 Day High Low • Dec 09New 90-day high: ₩4,300The company is up 50% from its price of ₩2,865 on 10 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 Construction industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,110 per share.
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 21% share price gain to ₩4,300, the stock is trading at a trailing P/E ratio of 9.2x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.
Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 15% share price gain to ₩4,070, the stock is trading at a trailing P/E ratio of 8.7x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 9x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 26%.
Is New 90 Day High Low • Nov 11New 90-day high: ₩3,610The company is up 3.0% from its price of ₩3,510 on 13 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 Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩6,119 per share.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to ₩3,610, the stock is trading at a trailing P/E ratio of 8.1x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 8x in the Construction industry in South Korea. Total return to shareholders over the past three years is a loss of 41%.
공시 • Aug 31Daewoo Engineering & Construction Co., Ltd. to Report Q2, 2020 Results on Jul 30, 2020Daewoo Engineering & Construction Co., Ltd. announced that they will report Q2, 2020 results on Jul 30, 2020
공시 • Aug 06Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040).Strike Capital Management, LLC acquired Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) in January 2020. Sang-Soo Yoo and Jin-Song Chung of Pwc Korea Ltd. acted as due diligence providers to Strike Capital Management, LLC. Strike Capital Management, LLC completed the acquisition of Paganica Country Club from Daewoo Engineering & Construction Co., Ltd. (KOSE:A047040) on in January 2020.