View ValuationSeobu T&D 향후 성장Future 기준 점검 0/6Seobu T&D 의 수익은 연간 25.8% 감소할 것으로 예상되는 반면, 연간 수익은 11.4% 로 증가할 것으로 예상됩니다. EPS는 연간 26.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.6% 로 예상됩니다.핵심 정보-25.8%이익 성장률-26.62%EPS 성장률Hospitality 이익 성장15.3%매출 성장률11.4%향후 자기자본이익률3.60%애널리스트 커버리지Low마지막 업데이트17 May 2026최근 향후 성장 업데이트Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.모든 업데이트 보기Recent updates분석 기사 • 1hWhat Does Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Share Price Indicate?While Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) might not have the largest market cap around , it received a lot of...Valuation Update With 7 Day Price Move • 14hInvestor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,870, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.분석 기사 • Mar 29Seobu T&D (KOSDAQ:006730) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩13,540, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,469 per share.공시 • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 11, sinjeong-ro 13-gil, yangcheon-gu, seoul South Korea분석 기사 • Feb 02There's Reason For Concern Over Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Massive 38% Price JumpDespite an already strong run, Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) shares have been powering on, with a gain of 38...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩17,590, the stock trades at a forward P/E ratio of 88x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,990 per share.분석 기사 • Jan 14Estimating The Fair Value Of Seobu T&D Co., Ltd. (KOSDAQ:006730)Key Insights The projected fair value for Seobu T&D is ₩15,055 based on 2 Stage Free Cash Flow to Equity With ₩13,320...Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is a comfortable 4.6% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (2.1%).분석 기사 • Dec 18Seobu T&D (KOSDAQ:006730) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩14,070, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,696 per share.분석 기사 • Nov 29Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Price Is Right But Growth Is LackingSeobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right...New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.7% 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 Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (17% net profit margin).Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩10,790, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,541 per share.분석 기사 • Nov 09Seobu T&D (KOSDAQ:006730) Has Announced A Dividend Of ₩100.00The board of Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) has announced that it will pay a dividend of ₩100.00 per share on...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 8th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (26% 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 23% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 07Seobu T&D Co., Ltd. announces Annual dividend, payable on April 08, 2026Seobu T&D Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 08, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.분석 기사 • Sep 04Seobu T&D (KOSDAQ:006730) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 30New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.New Risk • Aug 19New 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 8.0% 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 Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 44% to ₩8,350. The fair value is estimated to be ₩10,506, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩8,640, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,506 per share.Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 59% to ₩8,890. The fair value is estimated to be ₩11,259, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.분석 기사 • Jun 20Investors Will Want Seobu T&D's (KOSDAQ:006730) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,660, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total loss to shareholders of 6.6% over the past three years.분석 기사 • May 21Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Shares Not Telling The Full StoryThere wouldn't be many who think Seobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 12.5x is...New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 82% 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 Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).New Risk • Mar 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 54% 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 Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 54% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.공시 • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 167, sinjeong-ro, yangcheon-gu, seoul South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (2.5%).Buy Or Sell Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₩5,060. The fair value is estimated to be ₩6,436, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • Nov 20Seobu T&D's (KOSDAQ:006730) Promising Earnings May Rest On Soft FoundationsSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...분석 기사 • Nov 14Seobu T&D (KOSDAQ:006730) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Mar 28Impressive Earnings May Not Tell The Whole Story For Seobu T&D (KOSDAQ:006730)Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. We did some digging, and we...Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 17 April 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.1%).Reported Earnings • Nov 19Third quarter 2023 earnings released: ₩39.00 loss per share (vs ₩15.00 loss in 3Q 2022)Third quarter 2023 results: ₩39.00 loss per share (further deteriorated from ₩15.00 loss in 3Q 2022). Revenue: ₩43.4b (up 23% from 3Q 2022). Net loss: ₩2.32b (loss widened 167% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩287 (vs ₩692 in FY 2021)Full year 2022 results: EPS: ₩287 (down from ₩692 in FY 2021). Revenue: ₩135.3b (up 40% from FY 2021). Net income: ₩16.7b (down 59% from FY 2021). Profit margin: 12% (down from 42% in FY 2021). Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.1%).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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 21 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.1%).Reported Earnings • May 23First quarter 2021 earnings released: ₩150 loss per share (vs ₩144 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ₩19.2b (down 11% from 1Q 2020). Net loss: ₩8.55b (loss widened 2.8% from 1Q 2020).Is New 90 Day High Low • Jan 21New 90-day high: ₩8,690The company is up 43% from its price of ₩6,069 on 23 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 Specialty Retail industry, which is up 11% over the same period.Is New 90 Day High Low • Jan 06New 90-day high: ₩7,790The company is up 26% from its price of ₩6,167 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 10New 90-day high: ₩7,130The company is up 7.0% from its price of ₩6,670 on 11 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.Is New 90 Day High Low • Nov 20New 90-day high: ₩6,880The company is up 5.0% from its price of ₩6,540 on 21 August 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: ₩6,080The company is down 16% from its price of ₩7,220 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 2.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day low: ₩6,120The company is down 6.0% from its price of ₩6,500 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 3.0% over the same period.이익 및 매출 성장 예측KOSDAQ:A006730 - 애널리스트 향후 추정치 및 과거 재무 데이터 (KRW Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028353,75041,050199,433263,950212/31/2027323,66744,733195,500200,150312/31/2026304,90032,500287,800287,800112/31/2025248,33079,218-104,442106,128N/A9/30/2025225,16568,278-95,44971,545N/A6/30/2025200,07233,199-104,55064,031N/A3/31/2025192,23433,93947,55264,452N/A12/31/2024180,94734,37846,42762,886N/A9/30/2024178,740144,04247,63360,014N/A6/30/2024177,211144,368-13,55953,945N/A3/31/2024174,920140,292-17,22050,517N/A12/31/2023169,162138,341-19,27849,339N/A9/30/2023159,71015,265-13,34150,366N/A6/30/2023151,69616,71541,03249,471N/A3/31/2023144,14118,11235,57843,800N/A12/31/2022135,28116,69931,42738,690N/A9/30/2022126,55050,76713,99921,464N/A6/30/2022114,76144,9099,19814,853N/A3/31/2022104,30742,6224,32510,081N/A12/31/202196,73340,248-10,6878,260N/A9/30/202189,315-30,841-28,378-10,278N/A6/30/202188,263-31,070-23,229-4,890N/A3/31/202182,320-34,920-38,320-7,464N/A12/31/202084,757-34,682-26,506-9,605N/A9/30/202098,216-13,843-35,97523,003N/A6/30/2020109,128-8,910-31,07427,603N/A3/31/2020122,617-2,230-17,36630,768N/A12/31/2019127,93747-16,76837,599N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A006730 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -25.8%).수익 vs 시장: A006730 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -25.8%).고성장 수익: A006730 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: A006730 의 수익(연간 11.4%)이 KR 시장(연간 15.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: A006730 의 수익(연간 11.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A006730의 자본 수익률은 3년 후 3.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 19:26종가2026/05/21 00:00수익2025/12/31연간 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Seobu T&D Co., Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDBS Bank LtdYong Hyun ChoiKB Securities Co., Ltd.Hazell LeeNH Investment & Securities Co., Ltd.7명의 분석가 더 보기
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.
분석 기사 • 1hWhat Does Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Share Price Indicate?While Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) might not have the largest market cap around , it received a lot of...
Valuation Update With 7 Day Price Move • 14hInvestor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩11,870, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,249 per share.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₩300.4m to ₩295.3m. EPS estimate also fell from ₩770 per share to ₩652 per share. Net income forecast to shrink 47% next year vs 31% growth forecast for Hospitality industry in South Korea . Consensus price target up from ₩18,000 to ₩20,333. Share price was steady at ₩13,620 over the past week.
분석 기사 • Mar 29Seobu T&D (KOSDAQ:006730) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩13,540, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 13x in the Hospitality industry in South Korea. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,469 per share.
공시 • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 11, sinjeong-ro 13-gil, yangcheon-gu, seoul South Korea
분석 기사 • Feb 02There's Reason For Concern Over Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Massive 38% Price JumpDespite an already strong run, Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) shares have been powering on, with a gain of 38...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩17,590, the stock trades at a forward P/E ratio of 88x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,990 per share.
분석 기사 • Jan 14Estimating The Fair Value Of Seobu T&D Co., Ltd. (KOSDAQ:006730)Key Insights The projected fair value for Seobu T&D is ₩15,055 based on 2 Stage Free Cash Flow to Equity With ₩13,320...
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 08 April 2026. Payout ratio is a comfortable 4.6% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Lower than average of industry peers (2.1%).
분석 기사 • Dec 18Seobu T&D (KOSDAQ:006730) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩14,070, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,696 per share.
분석 기사 • Nov 29Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Price Is Right But Growth Is LackingSeobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right...
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.7% 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 Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (17% net profit margin).
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩10,790, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Hospitality industry in South Korea. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,541 per share.
분석 기사 • Nov 09Seobu T&D (KOSDAQ:006730) Has Announced A Dividend Of ₩100.00The board of Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) has announced that it will pay a dividend of ₩100.00 per share on...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 8th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (26% 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 23% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 07Seobu T&D Co., Ltd. announces Annual dividend, payable on April 08, 2026Seobu T&D Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 08, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
분석 기사 • Sep 04Seobu T&D (KOSDAQ:006730) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 30New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
New Risk • Aug 19New 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 8.0% 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 Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).
Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 44% to ₩8,350. The fair value is estimated to be ₩10,506, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩8,640, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 12x in the Hospitality industry in South Korea. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩10,506 per share.
Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 59% to ₩8,890. The fair value is estimated to be ₩11,259, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.
분석 기사 • Jun 20Investors Will Want Seobu T&D's (KOSDAQ:006730) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩7,660, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 10x in the Hospitality industry in South Korea. Total loss to shareholders of 6.6% over the past three years.
분석 기사 • May 21Seobu T&D Co., Ltd.'s (KOSDAQ:006730) Shares Not Telling The Full StoryThere wouldn't be many who think Seobu T&D Co., Ltd.'s ( KOSDAQ:006730 ) price-to-earnings (or "P/E") ratio of 12.5x is...
New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 82% 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 Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 54% 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 Interest payments are not well covered by earnings (1.0x net interest cover). Earnings are forecast to decline by an average of 54% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
공시 • Feb 21Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025Seobu T&D Co., Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 167, sinjeong-ro, yangcheon-gu, seoul South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (2.5%).
Buy Or Sell Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₩5,060. The fair value is estimated to be ₩6,436, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • Nov 20Seobu T&D's (KOSDAQ:006730) Promising Earnings May Rest On Soft FoundationsSeobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
분석 기사 • Nov 14Seobu T&D (KOSDAQ:006730) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Mar 28Impressive Earnings May Not Tell The Whole Story For Seobu T&D (KOSDAQ:006730)Seobu T&D Co., Ltd. ( KOSDAQ:006730 ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 17 April 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.1%).
Reported Earnings • Nov 19Third quarter 2023 earnings released: ₩39.00 loss per share (vs ₩15.00 loss in 3Q 2022)Third quarter 2023 results: ₩39.00 loss per share (further deteriorated from ₩15.00 loss in 3Q 2022). Revenue: ₩43.4b (up 23% from 3Q 2022). Net loss: ₩2.32b (loss widened 167% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩287 (vs ₩692 in FY 2021)Full year 2022 results: EPS: ₩287 (down from ₩692 in FY 2021). Revenue: ₩135.3b (up 40% from FY 2021). Net income: ₩16.7b (down 59% from FY 2021). Profit margin: 12% (down from 42% in FY 2021). Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Hospitality industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.1%).
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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.
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. 7 experienced directors. No highly experienced directors. 2 independent directors (5 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.
Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 21 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.1%).
Reported Earnings • May 23First quarter 2021 earnings released: ₩150 loss per share (vs ₩144 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ₩19.2b (down 11% from 1Q 2020). Net loss: ₩8.55b (loss widened 2.8% from 1Q 2020).
Is New 90 Day High Low • Jan 21New 90-day high: ₩8,690The company is up 43% from its price of ₩6,069 on 23 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 Specialty Retail industry, which is up 11% over the same period.
Is New 90 Day High Low • Jan 06New 90-day high: ₩7,790The company is up 26% from its price of ₩6,167 on 08 October 2020. The South Korean market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 10New 90-day high: ₩7,130The company is up 7.0% from its price of ₩6,670 on 11 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Nov 20New 90-day high: ₩6,880The company is up 5.0% from its price of ₩6,540 on 21 August 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: ₩6,080The company is down 16% from its price of ₩7,220 on 31 July 2020. The South Korean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: ₩6,120The company is down 6.0% from its price of ₩6,500 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 3.0% over the same period.