View Future GrowthHansae 과거 순이익 실적과거 기준 점검 1/6Hansae의 수입은 연평균 -14.2%의 비율로 감소해 온 반면, Luxury 산업은 수입이 연평균 1.7% 감소했습니다. 매출은 연평균 0.6%의 비율로 증가해 왔습니다. Hansae의 자기자본이익률은 6.1%이고 순이익률은 2.3%입니다.핵심 정보-14.22%순이익 성장률-14.31%주당순이익(EPS) 성장률Luxury 산업 성장률21.63%매출 성장률0.60%자기자본이익률6.11%순이익률2.27%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩497 (vs ₩906 in 3Q 2024)Third quarter 2025 results: EPS: ₩497 (down from ₩906 in 3Q 2024). Revenue: ₩543.4b (up 1.8% from 3Q 2024). Net income: ₩19.6b (down 45% from 3Q 2024). Profit margin: 3.6% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩557 (vs ₩561 in 2Q 2024)Second quarter 2025 results: EPS: ₩557 (down from ₩561 in 2Q 2024). Revenue: ₩475.0b (up 6.0% from 2Q 2024). Net income: ₩21.9b (flat on 2Q 2024). Profit margin: 4.6% (down from 4.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Luxury industry in South Korea. 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.Reported Earnings • May 21First quarter 2025 earnings released: EPS: ₩240 (vs ₩459 in 1Q 2024)First quarter 2025 results: EPS: ₩240 (down from ₩459 in 1Q 2024). Revenue: ₩467.3b (up 14% from 1Q 2024). Net income: ₩9.44b (down 48% from 1Q 2024). Profit margin: 2.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩1,474 (down from ₩2,850 in FY 2023). Revenue: ₩1.80t (up 5.2% from FY 2023). Net income: ₩58.0b (down 48% from FY 2023). Profit margin: 3.2% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩561 (vs ₩746 in 2Q 2023)Second quarter 2024 results: EPS: ₩561 (down from ₩746 in 2Q 2023). Revenue: ₩448.0b (up 4.1% from 2Q 2023). Net income: ₩22.1b (down 25% from 2Q 2023). Profit margin: 4.9% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩459 (vs ₩611 in 1Q 2023)First quarter 2024 results: EPS: ₩459 (down from ₩611 in 1Q 2023). Revenue: ₩411.8b (flat on 1Q 2023). Net income: ₩18.1b (down 25% from 1Q 2023). Profit margin: 4.4% (down from 5.8% in 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.모든 업데이트 보기Recent updatesNew Risk • May 24New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% 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 (14% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.Major Estimate Revision • May 19Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩2.05b to ₩2.03b. EPS estimate also fell from ₩1,582 per share to ₩1,201 per share. Net income forecast to shrink 16% next year vs 21% growth forecast for Luxury industry in South Korea . Consensus price target down from ₩14,556 to ₩13,667. Share price fell 8.3% to ₩9,750 over the past week.New Risk • Apr 02New major risk - Revenue and earnings growthEarnings have declined by 11% 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 11% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.8% net profit margin).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩12,290, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Luxury industry in South Korea. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩22,493 per share.Declared Dividend • Feb 14Dividend of ₩600 announcedShareholders will receive a dividend of ₩600. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 62% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩12,990, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Luxury industry in South Korea. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩22,493 per share.공시 • Feb 07Hansae Co., Ltd., Annual General Meeting, Mar 26, 2026Hansae Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 30, eunhaeng-ro, yeongdeungpo-gu, seoul South KoreaPrice Target Changed • Jan 05Price target increased by 7.3% to ₩14,778Up from ₩13,778, the current price target is an average from 9 analysts. New target price is 13% above last closing price of ₩13,060. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of ₩1,383 for next year compared to ₩1,474 last year.분석 기사 • Dec 17Hansae (KRX:105630) Is Reinvesting At Lower Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩14,870, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Luxury industry in South Korea. Total loss to shareholders of 1.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩23,161 per share.분석 기사 • Nov 21Hansae Co., Ltd. (KRX:105630) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableHansae Co., Ltd. ( KRX:105630 ) shares have continued their recent momentum with a 26% gain in the last month alone...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩497 (vs ₩906 in 3Q 2024)Third quarter 2025 results: EPS: ₩497 (down from ₩906 in 3Q 2024). Revenue: ₩543.4b (up 1.8% from 3Q 2024). Net income: ₩19.6b (down 45% from 3Q 2024). Profit margin: 3.6% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 15Price target increased by 8.4% to ₩12,889Up from ₩11,889, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of ₩12,580. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of ₩1,264 for next year compared to ₩1,474 last year.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,990, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩17,163 per share.분석 기사 • Nov 11Does Hansae (KRX:105630) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩557 (vs ₩561 in 2Q 2024)Second quarter 2025 results: EPS: ₩557 (down from ₩561 in 2Q 2024). Revenue: ₩475.0b (up 6.0% from 2Q 2024). Net income: ₩21.9b (flat on 2Q 2024). Profit margin: 4.6% (down from 4.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Luxury industry in South Korea. 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.Price Target Changed • Aug 19Price target decreased by 10% to ₩14,125Down from ₩15,750, the current price target is an average from 8 analysts. New target price is 45% above last closing price of ₩9,730. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩991 for next year compared to ₩1,474 last year.Major Estimate Revision • Aug 16Consensus EPS estimates fall by 52%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.92b to ₩1.83b. EPS estimate also fell from ₩1,669 per share to ₩804 per share. Net income forecast to shrink 0.3% next year vs 8.0% growth forecast for Luxury industry in South Korea . Consensus price target down from ₩15,750 to ₩14,750. Share price fell 2.6% to ₩10,190 over the past week.Price Target Changed • Aug 15Price target decreased by 7.8% to ₩14,750Down from ₩16,000, the current price target is an average from 8 analysts. New target price is 45% above last closing price of ₩10,190. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩804 for next year compared to ₩1,474 last year.공시 • Jun 13Hansae Co., Ltd.(KOSE:A105630) dropped from KOSPI 200 IndexHansae Co. Ltd has been dropped from the KOSPI 200 Index.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,700, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩21,102 per share.분석 기사 • May 21Hansae Co., Ltd. (KRX:105630) Might Not Be As Mispriced As It LooksHansae Co., Ltd.'s ( KRX:105630 ) price-to-earnings (or "P/E") ratio of 8x might make it look like a buy right now...Reported Earnings • May 21First quarter 2025 earnings released: EPS: ₩240 (vs ₩459 in 1Q 2024)First quarter 2025 results: EPS: ₩240 (down from ₩459 in 1Q 2024). Revenue: ₩467.3b (up 14% from 1Q 2024). Net income: ₩9.44b (down 48% from 1Q 2024). Profit margin: 2.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • May 17Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.91b to ₩1.88b. EPS estimate also fell from ₩2,461 per share to ₩1,877 per share. Net income forecast to grow 29% next year vs 46% growth forecast for Luxury industry in South Korea. Consensus price target broadly unchanged at ₩18,250. Share price fell 4.4% to ₩10,630 over the past week.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩9,790, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Luxury industry in South Korea. Total loss to shareholders of 61% over the past three years.Reported Earnings • Mar 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩1,474 (down from ₩2,850 in FY 2023). Revenue: ₩1.80t (up 5.2% from FY 2023). Net income: ₩58.0b (down 48% from FY 2023). Profit margin: 3.2% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 12Price target decreased by 16% to ₩19,125Down from ₩22,667, the current price target is an average from 8 analysts. New target price is 48% above last closing price of ₩12,920. Stock is down 40% over the past year. The company is forecast to post earnings per share of ₩2,473 for next year compared to ₩2,850 last year.공시 • Feb 11Hansae Co., Ltd., Annual General Meeting, Mar 26, 2025Hansae Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 29, eunhaeng-ro, yeongdeungpo-gu, seoul South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (3.0%).New Risk • Dec 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 43% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. 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 (43% accrual ratio).Price Target Changed • Nov 23Price target decreased by 9.9% to ₩23,700Down from ₩26,300, the current price target is an average from 10 analysts. New target price is 68% above last closing price of ₩14,070. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩2,593 for next year compared to ₩2,850 last year.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩561 (vs ₩746 in 2Q 2023)Second quarter 2024 results: EPS: ₩561 (down from ₩746 in 2Q 2023). Revenue: ₩448.0b (up 4.1% from 2Q 2023). Net income: ₩22.1b (down 25% from 2Q 2023). Profit margin: 4.9% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩23,200, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Luxury industry in South Korea. Total returns to shareholders of 1.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩37,000 per share.Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩459 (vs ₩611 in 1Q 2023)First quarter 2024 results: EPS: ₩459 (down from ₩611 in 1Q 2023). Revenue: ₩411.8b (flat on 1Q 2023). Net income: ₩18.1b (down 25% from 1Q 2023). Profit margin: 4.4% (down from 5.8% in 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.Major Estimate Revision • May 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩3,162 to ₩3,539. Revenue forecast steady at ₩1.84b. Net income forecast to grow 26% next year vs 26% growth forecast for Luxury industry in South Korea. Consensus price target broadly unchanged at ₩29,111. Share price rose 2.3% to ₩22,300 over the past week.Reported Earnings • Mar 22Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₩2,850 (up from ₩2,182 in FY 2022). Revenue: ₩1.71t (down 23% from FY 2022). Net income: ₩112.0b (up 31% from FY 2022). Profit margin: 6.6% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.공시 • Feb 15Hansae Co., Ltd., Annual General Meeting, Mar 28, 2024Hansae Co., Ltd., Annual General Meeting, Mar 28, 2024, at 09:00 Korea Standard Time. Location: Eroom Hall, Eroom Center, 22 Uisadang-daero, Yeongdeungpo-gu, Seoul Seoul South Korea Agenda: To consider Financial Statements, Statement of Comprehensive Income, and Statement of Appropriation of Retained Earnings(draft); to consider Appointment of Inside Directors; to consider Changes in executive severance pay provisions; to consider Changes in some Articles; to consider Approval of the directors’ remuneration limit (KRW 3.5 billion).Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 10 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₩1,012 (vs ₩749 in 3Q 2022)Third quarter 2023 results: EPS: ₩1,012 (up from ₩749 in 3Q 2022). Revenue: ₩512.0b (down 13% from 3Q 2022). Net income: ₩39.9b (up 36% from 3Q 2022). Profit margin: 7.8% (up from 5.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Price Target Changed • Nov 16Price target increased by 8.7% to ₩29,625Up from ₩27,250, the current price target is an average from 8 analysts. New target price is 28% above last closing price of ₩23,200. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₩2,905 for next year compared to ₩2,182 last year.Price Target Changed • Nov 14Price target increased by 7.7% to ₩28,000Up from ₩26,000, the current price target is an average from 8 analysts. New target price is 26% above last closing price of ₩22,250. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₩2,890 for next year compared to ₩2,182 last year.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ₩746 (vs ₩625 in 2Q 2022)Second quarter 2023 results: EPS: ₩746 (up from ₩625 in 2Q 2022). Revenue: ₩430.2b (down 30% from 2Q 2022). Net income: ₩29.3b (up 19% from 2Q 2022). Profit margin: 6.8% (up from 4.0% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Price Target Changed • Aug 14Price target increased by 8.5% to ₩23,500Up from ₩21,667, the current price target is an average from 8 analysts. New target price is 7.8% above last closing price of ₩21,800. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₩2,542 for next year compared to ₩2,182 last year.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩18,760, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Luxury industry in South Korea. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩30,818 per share.Reported Earnings • May 21First quarter 2023 earnings released: EPS: ₩611 (vs ₩799 in 1Q 2022)First quarter 2023 results: EPS: ₩611 (down from ₩799 in 1Q 2022). Revenue: ₩410.8b (down 29% from 1Q 2022). Net income: ₩24.0b (down 24% from 1Q 2022). Profit margin: 5.8% (up from 5.4% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.Major Estimate Revision • May 17Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩2.09b to ₩2.11b. EPS estimate increased from ₩2,563 to ₩2,900 per share. Net income forecast to grow 15% next year vs 16% growth forecast for Luxury industry in South Korea. Consensus price target broadly unchanged at ₩21,333. Share price was steady at ₩16,720 over the past week.Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be ₩21,511, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Apr 28Now 22% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be ₩21,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩2,182 (up from ₩1,716 in FY 2021). Revenue: ₩2.20t (up 32% from FY 2021). Net income: ₩85.6b (up 27% from FY 2021). Profit margin: 3.9% (down from 4.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jan 05Now 22% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be ₩18,927, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 1.9% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: ₩749 (vs ₩68.00 loss in 3Q 2021)Third quarter 2022 results: EPS: ₩749 (up from ₩68.00 loss in 3Q 2021). Revenue: ₩588.3b (up 41% from 3Q 2021). Net income: ₩29.4b (up ₩32.1b from 3Q 2021). Profit margin: 5.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be ₩19,959, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.7% in 2 years. Earnings is forecast to grow by 69% in the next 2 years.Price Target Changed • Nov 16Price target decreased to ₩24,250Down from ₩31,750, the current price target is an average from 8 analysts. New target price is 44% above last closing price of ₩16,850. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,873 for next year compared to ₩1,716 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent 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: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be ₩19,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.7% in 2 years. Earnings is forecast to grow by 69% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₩13,400, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Luxury industry in South Korea. Total loss to shareholders of 21% over the past three years.Price Target Changed • Aug 18Price target decreased to ₩27,875Down from ₩31,750, the current price target is an average from 8 analysts. New target price is 56% above last closing price of ₩17,900. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₩2,911 for next year compared to ₩1,716 last year.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₩625 (vs ₩772 in 2Q 2021)Second quarter 2022 results: EPS: ₩625 (down from ₩772 in 2Q 2021). Revenue: ₩610.6b (up 49% from 2Q 2021). Net income: ₩24.5b (down 19% from 2Q 2021). Profit margin: 4.0% (down from 7.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.8%, compared to a 19% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 09Price target decreased to ₩33,375Down from ₩36,500, the current price target is an average from 8 analysts. New target price is 97% above last closing price of ₩16,900. Stock is down 23% over the past year. The company is forecast to post earnings per share of ₩2,681 for next year compared to ₩1,716 last year.Major Estimate Revision • May 18Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩1.94b to ₩2.04b. EPS estimate increased from ₩2,404 to ₩2,831 per share. Net income forecast to grow 68% next year vs 21% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩34,571 to ₩35,875. Share price was steady at ₩25,050 over the past week.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent 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: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩24,350, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 3.9% over the past three years.Buying Opportunity • Feb 15Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be ₩30,699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% per annum over the last 3 years. Earnings per share has grown by 92% per annum over the last 3 years.Buying Opportunity • Jan 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be ₩30,832, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% per annum over the last 3 years. Earnings per share has grown by 92% per annum over the last 3 years.Upcoming Dividend • Dec 22Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 20 April 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.4%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩24,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Luxury industry in South Korea. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩23,507 per share.Major Estimate Revision • May 18Consensus EPS estimates increase to ₩2,353The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩1.69b to ₩1.79b. EPS estimate increased from ₩1,797 to ₩2,353 per share. Net income forecast to grow 8.4% next year vs 73% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩24,556 to ₩26,667. Share price fell 6.1% to ₩25,350 over the past week.Price Target Changed • May 18Price target increased to ₩26,667Up from ₩24,556, the current price target is an average from 9 analysts. New target price is 5.2% above last closing price of ₩25,350. Stock is up 117% over the past year.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩26,150, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 36% over the past three years.분석 기사 • May 09Is Now The Time To Look At Buying Hansae Co., Ltd. (KRX:105630)?While Hansae Co., Ltd. ( KRX:105630 ) might not be the most widely known stock at the moment, it received a lot of...Is New 90 Day High Low • Mar 03New 90-day high: ₩21,150The company is up 27% from its price of ₩16,600 on 03 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,659 per share.분석 기사 • Feb 21Is Hansae (KRX:105630) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...공시 • Feb 19Hansae Co., Ltd., Annual General Meeting, Mar 30, 2021Hansae Co., Ltd., Annual General Meeting, Mar 30, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 10New 90-day high: ₩18,700The company is up 5.0% from its price of ₩17,750 on 12 November 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,788 per share.분석 기사 • Jan 31Is Hansae Co., Ltd. (KRX:105630) A Good Dividend Stock?Today we'll take a closer look at Hansae Co., Ltd. ( KRX:105630 ) from a dividend investor's perspective. Owning a...Price Target Changed • Jan 14Price target raised to ₩20,778Up from ₩18,875, the current price target is an average from 9 analysts. The new target price is 31% above the current share price of ₩15,900. As of last close, the stock is down 6.2% over the past year.분석 기사 • Jan 10What You Need To Know About Hansae Co., Ltd.'s (KRX:105630) Investor CompositionA look at the shareholders of Hansae Co., Ltd. ( KRX:105630 ) can tell us which group is most powerful. Large companies...Is New 90 Day High Low • Jan 08New 90-day low: ₩15,850The company is down 15% from its price of ₩18,700 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩16,919 per share.분석 기사 • Dec 24Do These 3 Checks Before Buying Hansae Co., Ltd. (KRX:105630) For Its Upcoming DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...분석 기사 • Dec 18Should You Investigate Hansae Co., Ltd. (KRX:105630) At ₩17,450?Hansae Co., Ltd. ( KRX:105630 ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • Dec 03Here's Why We Think Hansae's (KRX:105630) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Price Target Changed • Nov 18Price target raised to ₩19,500Up from ₩18,125, the current price target is an average from 8 analysts. The new target price is 14% above the current share price of ₩17,150. As of last close, the stock is down 3.9% over the past year.분석 기사 • Nov 18Does Hansae (KRX:105630) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Oct 07New 90-day high: ₩19,100The company is up 74% from its price of ₩10,950 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 Luxury industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩18,365 per share.매출 및 비용 세부 내역Hansae가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSE:A105630 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,941,72444,071172,154031 Dec 251,941,77757,255169,063030 Sep 251,889,81133,134166,966030 Jun 251,880,36349,259167,182031 Mar 251,853,31149,413165,275031 Dec 241,797,79658,037159,478030 Sep 241,749,37194,746152,720030 Jun 241,727,47098,900147,142031 Mar 241,709,675106,114148,542031 Dec 231,708,756112,035146,059030 Sep 231,777,67693,506146,694030 Jun 231,853,90483,026146,934031 Mar 232,034,36878,260145,453031 Dec 222,204,76185,635151,315030 Sep 222,248,994103,419150,665030 Jun 222,076,96971,360146,918031 Mar 221,877,60177,123145,307031 Dec 211,671,99767,341139,038030 Sep 211,571,81392,380138,367030 Jun 211,745,709138,344142,088031 Mar 211,726,556120,180145,037031 Dec 201,698,26287,217148,290030 Sep 201,519,68374,60524,103030 Jun 201,501,99950,24865,370031 Mar 201,539,47444,767105,451031 Dec 191,614,95958,846148,155030 Sep 191,864,961-27,007333,115030 Jun 191,807,992-24,362333,689031 Mar 191,771,413-38,868336,053031 Dec 181,712,686-50,752338,457030 Sep 181,699,6388,187329,761030 Jun 181,680,98110,334328,755031 Mar 181,688,96323,090325,274031 Dec 171,711,33343,251322,751030 Sep 171,724,98330,979322,161030 Jun 171,645,70533,394287,616031 Mar 171,574,80041,553251,745031 Dec 161,547,65546,948215,755030 Sep 161,509,78489,050186,996-99630 Jun 161,618,721103,656198,878-68331 Mar 161,624,545105,633208,092031 Dec 151,586,508103,434211,109030 Sep 151,508,54878,184199,783-5230 Jun 151,366,01060,574187,151-28양질의 수익: A105630는 고품질 수익을 보유하고 있습니다.이익 마진 증가: A105630의 현재 순 이익률 (2.3%)은 지난해 (2.7%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A105630의 수익은 지난 5년 동안 연평균 14.2% 감소했습니다.성장 가속화: A105630은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: A105630은 지난 1년 동안 수익이 감소(-10.8%)하여 Luxury 업계 평균(19.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: A105630의 자본 수익률(6.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/27 20:07종가2026/06/26 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 소스Hansae Co., Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jung Hyun YuDaishin Securities Co. Ltd.Jen Na HeyDB Financial Investment Co. Ltd.Haeni LeeEugene Investment & Securities Co Ltd.9명의 분석가 더 보기
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩497 (vs ₩906 in 3Q 2024)Third quarter 2025 results: EPS: ₩497 (down from ₩906 in 3Q 2024). Revenue: ₩543.4b (up 1.8% from 3Q 2024). Net income: ₩19.6b (down 45% from 3Q 2024). Profit margin: 3.6% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩557 (vs ₩561 in 2Q 2024)Second quarter 2025 results: EPS: ₩557 (down from ₩561 in 2Q 2024). Revenue: ₩475.0b (up 6.0% from 2Q 2024). Net income: ₩21.9b (flat on 2Q 2024). Profit margin: 4.6% (down from 4.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Luxury industry in South Korea. 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.
Reported Earnings • May 21First quarter 2025 earnings released: EPS: ₩240 (vs ₩459 in 1Q 2024)First quarter 2025 results: EPS: ₩240 (down from ₩459 in 1Q 2024). Revenue: ₩467.3b (up 14% from 1Q 2024). Net income: ₩9.44b (down 48% from 1Q 2024). Profit margin: 2.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩1,474 (down from ₩2,850 in FY 2023). Revenue: ₩1.80t (up 5.2% from FY 2023). Net income: ₩58.0b (down 48% from FY 2023). Profit margin: 3.2% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩561 (vs ₩746 in 2Q 2023)Second quarter 2024 results: EPS: ₩561 (down from ₩746 in 2Q 2023). Revenue: ₩448.0b (up 4.1% from 2Q 2023). Net income: ₩22.1b (down 25% from 2Q 2023). Profit margin: 4.9% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩459 (vs ₩611 in 1Q 2023)First quarter 2024 results: EPS: ₩459 (down from ₩611 in 1Q 2023). Revenue: ₩411.8b (flat on 1Q 2023). Net income: ₩18.1b (down 25% from 1Q 2023). Profit margin: 4.4% (down from 5.8% in 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
New Risk • May 24New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% 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 (14% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
Major Estimate Revision • May 19Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩2.05b to ₩2.03b. EPS estimate also fell from ₩1,582 per share to ₩1,201 per share. Net income forecast to shrink 16% next year vs 21% growth forecast for Luxury industry in South Korea . Consensus price target down from ₩14,556 to ₩13,667. Share price fell 8.3% to ₩9,750 over the past week.
New Risk • Apr 02New major risk - Revenue and earnings growthEarnings have declined by 11% 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 11% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.8% net profit margin).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩12,290, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Luxury industry in South Korea. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩22,493 per share.
Declared Dividend • Feb 14Dividend of ₩600 announcedShareholders will receive a dividend of ₩600. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 62% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩12,990, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Luxury industry in South Korea. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩22,493 per share.
공시 • Feb 07Hansae Co., Ltd., Annual General Meeting, Mar 26, 2026Hansae Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 30, eunhaeng-ro, yeongdeungpo-gu, seoul South Korea
Price Target Changed • Jan 05Price target increased by 7.3% to ₩14,778Up from ₩13,778, the current price target is an average from 9 analysts. New target price is 13% above last closing price of ₩13,060. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of ₩1,383 for next year compared to ₩1,474 last year.
분석 기사 • Dec 17Hansae (KRX:105630) Is Reinvesting At Lower Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩14,870, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Luxury industry in South Korea. Total loss to shareholders of 1.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩23,161 per share.
분석 기사 • Nov 21Hansae Co., Ltd. (KRX:105630) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableHansae Co., Ltd. ( KRX:105630 ) shares have continued their recent momentum with a 26% gain in the last month alone...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩497 (vs ₩906 in 3Q 2024)Third quarter 2025 results: EPS: ₩497 (down from ₩906 in 3Q 2024). Revenue: ₩543.4b (up 1.8% from 3Q 2024). Net income: ₩19.6b (down 45% from 3Q 2024). Profit margin: 3.6% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 15Price target increased by 8.4% to ₩12,889Up from ₩11,889, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of ₩12,580. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of ₩1,264 for next year compared to ₩1,474 last year.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,990, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩17,163 per share.
분석 기사 • Nov 11Does Hansae (KRX:105630) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩557 (vs ₩561 in 2Q 2024)Second quarter 2025 results: EPS: ₩557 (down from ₩561 in 2Q 2024). Revenue: ₩475.0b (up 6.0% from 2Q 2024). Net income: ₩21.9b (flat on 2Q 2024). Profit margin: 4.6% (down from 4.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Luxury industry in South Korea. 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.
Price Target Changed • Aug 19Price target decreased by 10% to ₩14,125Down from ₩15,750, the current price target is an average from 8 analysts. New target price is 45% above last closing price of ₩9,730. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩991 for next year compared to ₩1,474 last year.
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 52%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.92b to ₩1.83b. EPS estimate also fell from ₩1,669 per share to ₩804 per share. Net income forecast to shrink 0.3% next year vs 8.0% growth forecast for Luxury industry in South Korea . Consensus price target down from ₩15,750 to ₩14,750. Share price fell 2.6% to ₩10,190 over the past week.
Price Target Changed • Aug 15Price target decreased by 7.8% to ₩14,750Down from ₩16,000, the current price target is an average from 8 analysts. New target price is 45% above last closing price of ₩10,190. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩804 for next year compared to ₩1,474 last year.
공시 • Jun 13Hansae Co., Ltd.(KOSE:A105630) dropped from KOSPI 200 IndexHansae Co. Ltd has been dropped from the KOSPI 200 Index.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,700, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩21,102 per share.
분석 기사 • May 21Hansae Co., Ltd. (KRX:105630) Might Not Be As Mispriced As It LooksHansae Co., Ltd.'s ( KRX:105630 ) price-to-earnings (or "P/E") ratio of 8x might make it look like a buy right now...
Reported Earnings • May 21First quarter 2025 earnings released: EPS: ₩240 (vs ₩459 in 1Q 2024)First quarter 2025 results: EPS: ₩240 (down from ₩459 in 1Q 2024). Revenue: ₩467.3b (up 14% from 1Q 2024). Net income: ₩9.44b (down 48% from 1Q 2024). Profit margin: 2.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • May 17Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩1.91b to ₩1.88b. EPS estimate also fell from ₩2,461 per share to ₩1,877 per share. Net income forecast to grow 29% next year vs 46% growth forecast for Luxury industry in South Korea. Consensus price target broadly unchanged at ₩18,250. Share price fell 4.4% to ₩10,630 over the past week.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩9,790, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Luxury industry in South Korea. Total loss to shareholders of 61% over the past three years.
Reported Earnings • Mar 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₩1,474 (down from ₩2,850 in FY 2023). Revenue: ₩1.80t (up 5.2% from FY 2023). Net income: ₩58.0b (down 48% from FY 2023). Profit margin: 3.2% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 12Price target decreased by 16% to ₩19,125Down from ₩22,667, the current price target is an average from 8 analysts. New target price is 48% above last closing price of ₩12,920. Stock is down 40% over the past year. The company is forecast to post earnings per share of ₩2,473 for next year compared to ₩2,850 last year.
공시 • Feb 11Hansae Co., Ltd., Annual General Meeting, Mar 26, 2025Hansae Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 29, eunhaeng-ro, yeongdeungpo-gu, seoul South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (3.0%).
New Risk • Dec 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 43% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. 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 (43% accrual ratio).
Price Target Changed • Nov 23Price target decreased by 9.9% to ₩23,700Down from ₩26,300, the current price target is an average from 10 analysts. New target price is 68% above last closing price of ₩14,070. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩2,593 for next year compared to ₩2,850 last year.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩561 (vs ₩746 in 2Q 2023)Second quarter 2024 results: EPS: ₩561 (down from ₩746 in 2Q 2023). Revenue: ₩448.0b (up 4.1% from 2Q 2023). Net income: ₩22.1b (down 25% from 2Q 2023). Profit margin: 4.9% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩23,200, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Luxury industry in South Korea. Total returns to shareholders of 1.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩37,000 per share.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩459 (vs ₩611 in 1Q 2023)First quarter 2024 results: EPS: ₩459 (down from ₩611 in 1Q 2023). Revenue: ₩411.8b (flat on 1Q 2023). Net income: ₩18.1b (down 25% from 1Q 2023). Profit margin: 4.4% (down from 5.8% in 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
Major Estimate Revision • May 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩3,162 to ₩3,539. Revenue forecast steady at ₩1.84b. Net income forecast to grow 26% next year vs 26% growth forecast for Luxury industry in South Korea. Consensus price target broadly unchanged at ₩29,111. Share price rose 2.3% to ₩22,300 over the past week.
Reported Earnings • Mar 22Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₩2,850 (up from ₩2,182 in FY 2022). Revenue: ₩1.71t (down 23% from FY 2022). Net income: ₩112.0b (up 31% from FY 2022). Profit margin: 6.6% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
공시 • Feb 15Hansae Co., Ltd., Annual General Meeting, Mar 28, 2024Hansae Co., Ltd., Annual General Meeting, Mar 28, 2024, at 09:00 Korea Standard Time. Location: Eroom Hall, Eroom Center, 22 Uisadang-daero, Yeongdeungpo-gu, Seoul Seoul South Korea Agenda: To consider Financial Statements, Statement of Comprehensive Income, and Statement of Appropriation of Retained Earnings(draft); to consider Appointment of Inside Directors; to consider Changes in executive severance pay provisions; to consider Changes in some Articles; to consider Approval of the directors’ remuneration limit (KRW 3.5 billion).
Upcoming Dividend • Dec 20Upcoming dividend of ₩500 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 10 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₩1,012 (vs ₩749 in 3Q 2022)Third quarter 2023 results: EPS: ₩1,012 (up from ₩749 in 3Q 2022). Revenue: ₩512.0b (down 13% from 3Q 2022). Net income: ₩39.9b (up 36% from 3Q 2022). Profit margin: 7.8% (up from 5.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Price Target Changed • Nov 16Price target increased by 8.7% to ₩29,625Up from ₩27,250, the current price target is an average from 8 analysts. New target price is 28% above last closing price of ₩23,200. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₩2,905 for next year compared to ₩2,182 last year.
Price Target Changed • Nov 14Price target increased by 7.7% to ₩28,000Up from ₩26,000, the current price target is an average from 8 analysts. New target price is 26% above last closing price of ₩22,250. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₩2,890 for next year compared to ₩2,182 last year.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ₩746 (vs ₩625 in 2Q 2022)Second quarter 2023 results: EPS: ₩746 (up from ₩625 in 2Q 2022). Revenue: ₩430.2b (down 30% from 2Q 2022). Net income: ₩29.3b (up 19% from 2Q 2022). Profit margin: 6.8% (up from 4.0% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 14Price target increased by 8.5% to ₩23,500Up from ₩21,667, the current price target is an average from 8 analysts. New target price is 7.8% above last closing price of ₩21,800. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₩2,542 for next year compared to ₩2,182 last year.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩18,760, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Luxury industry in South Korea. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩30,818 per share.
Reported Earnings • May 21First quarter 2023 earnings released: EPS: ₩611 (vs ₩799 in 1Q 2022)First quarter 2023 results: EPS: ₩611 (down from ₩799 in 1Q 2022). Revenue: ₩410.8b (down 29% from 1Q 2022). Net income: ₩24.0b (down 24% from 1Q 2022). Profit margin: 5.8% (up from 5.4% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
Major Estimate Revision • May 17Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ₩2.09b to ₩2.11b. EPS estimate increased from ₩2,563 to ₩2,900 per share. Net income forecast to grow 15% next year vs 16% growth forecast for Luxury industry in South Korea. Consensus price target broadly unchanged at ₩21,333. Share price was steady at ₩16,720 over the past week.
Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be ₩21,511, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Apr 28Now 22% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be ₩21,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩2,182 (up from ₩1,716 in FY 2021). Revenue: ₩2.20t (up 32% from FY 2021). Net income: ₩85.6b (up 27% from FY 2021). Profit margin: 3.9% (down from 4.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jan 05Now 22% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be ₩18,927, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 1.9% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (2.1%).
Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: ₩749 (vs ₩68.00 loss in 3Q 2021)Third quarter 2022 results: EPS: ₩749 (up from ₩68.00 loss in 3Q 2021). Revenue: ₩588.3b (up 41% from 3Q 2021). Net income: ₩29.4b (up ₩32.1b from 3Q 2021). Profit margin: 5.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be ₩19,959, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.7% in 2 years. Earnings is forecast to grow by 69% in the next 2 years.
Price Target Changed • Nov 16Price target decreased to ₩24,250Down from ₩31,750, the current price target is an average from 8 analysts. New target price is 44% above last closing price of ₩16,850. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,873 for next year compared to ₩1,716 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent 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: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be ₩19,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.7% in 2 years. Earnings is forecast to grow by 69% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₩13,400, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Luxury industry in South Korea. Total loss to shareholders of 21% over the past three years.
Price Target Changed • Aug 18Price target decreased to ₩27,875Down from ₩31,750, the current price target is an average from 8 analysts. New target price is 56% above last closing price of ₩17,900. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₩2,911 for next year compared to ₩1,716 last year.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₩625 (vs ₩772 in 2Q 2021)Second quarter 2022 results: EPS: ₩625 (down from ₩772 in 2Q 2021). Revenue: ₩610.6b (up 49% from 2Q 2021). Net income: ₩24.5b (down 19% from 2Q 2021). Profit margin: 4.0% (down from 7.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.8%, compared to a 19% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 09Price target decreased to ₩33,375Down from ₩36,500, the current price target is an average from 8 analysts. New target price is 97% above last closing price of ₩16,900. Stock is down 23% over the past year. The company is forecast to post earnings per share of ₩2,681 for next year compared to ₩1,716 last year.
Major Estimate Revision • May 18Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩1.94b to ₩2.04b. EPS estimate increased from ₩2,404 to ₩2,831 per share. Net income forecast to grow 68% next year vs 21% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩34,571 to ₩35,875. Share price was steady at ₩25,050 over the past week.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent 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: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩24,350, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Luxury industry in South Korea. Total loss to shareholders of 3.9% over the past three years.
Buying Opportunity • Feb 15Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be ₩30,699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% per annum over the last 3 years. Earnings per share has grown by 92% per annum over the last 3 years.
Buying Opportunity • Jan 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be ₩30,832, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% per annum over the last 3 years. Earnings per share has grown by 92% per annum over the last 3 years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩500 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 20 April 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.4%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩24,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Luxury industry in South Korea. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩23,507 per share.
Major Estimate Revision • May 18Consensus EPS estimates increase to ₩2,353The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩1.69b to ₩1.79b. EPS estimate increased from ₩1,797 to ₩2,353 per share. Net income forecast to grow 8.4% next year vs 73% growth forecast for Luxury industry in South Korea. Consensus price target up from ₩24,556 to ₩26,667. Share price fell 6.1% to ₩25,350 over the past week.
Price Target Changed • May 18Price target increased to ₩26,667Up from ₩24,556, the current price target is an average from 9 analysts. New target price is 5.2% above last closing price of ₩25,350. Stock is up 117% over the past year.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩26,150, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Luxury industry in South Korea. Total returns to shareholders of 36% over the past three years.
분석 기사 • May 09Is Now The Time To Look At Buying Hansae Co., Ltd. (KRX:105630)?While Hansae Co., Ltd. ( KRX:105630 ) might not be the most widely known stock at the moment, it received a lot of...
Is New 90 Day High Low • Mar 03New 90-day high: ₩21,150The company is up 27% from its price of ₩16,600 on 03 December 2020. The South Korean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,659 per share.
분석 기사 • Feb 21Is Hansae (KRX:105630) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
공시 • Feb 19Hansae Co., Ltd., Annual General Meeting, Mar 30, 2021Hansae Co., Ltd., Annual General Meeting, Mar 30, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 10New 90-day high: ₩18,700The company is up 5.0% from its price of ₩17,750 on 12 November 2020. The South Korean market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩4,788 per share.
분석 기사 • Jan 31Is Hansae Co., Ltd. (KRX:105630) A Good Dividend Stock?Today we'll take a closer look at Hansae Co., Ltd. ( KRX:105630 ) from a dividend investor's perspective. Owning a...
Price Target Changed • Jan 14Price target raised to ₩20,778Up from ₩18,875, the current price target is an average from 9 analysts. The new target price is 31% above the current share price of ₩15,900. As of last close, the stock is down 6.2% over the past year.
분석 기사 • Jan 10What You Need To Know About Hansae Co., Ltd.'s (KRX:105630) Investor CompositionA look at the shareholders of Hansae Co., Ltd. ( KRX:105630 ) can tell us which group is most powerful. Large companies...
Is New 90 Day High Low • Jan 08New 90-day low: ₩15,850The company is down 15% from its price of ₩18,700 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩16,919 per share.
분석 기사 • Dec 24Do These 3 Checks Before Buying Hansae Co., Ltd. (KRX:105630) For Its Upcoming DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
분석 기사 • Dec 18Should You Investigate Hansae Co., Ltd. (KRX:105630) At ₩17,450?Hansae Co., Ltd. ( KRX:105630 ), is not the largest company out there, but it received a lot of attention from a...
분석 기사 • Dec 03Here's Why We Think Hansae's (KRX:105630) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Price Target Changed • Nov 18Price target raised to ₩19,500Up from ₩18,125, the current price target is an average from 8 analysts. The new target price is 14% above the current share price of ₩17,150. As of last close, the stock is down 3.9% over the past year.
분석 기사 • Nov 18Does Hansae (KRX:105630) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Oct 07New 90-day high: ₩19,100The company is up 74% from its price of ₩10,950 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 Luxury industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩18,365 per share.