View ValuationThis company is no longer activeThe company may no longer be operating, as it may be out of business. Find out why through their latest events.See Latest EventsKolon ENP 향후 성장Future 기준 점검 0/6Kolon ENP 의 수익은 연간 1.8% 감소할 것으로 예상되는 반면, 연간 수익은 3.6% 로 증가할 것으로 예상됩니다. EPS는 연간 1.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.1% 로 예상됩니다.핵심 정보-1.8%이익 성장률-1.89%EPS 성장률Chemicals 이익 성장66.1%매출 성장률3.6%향후 자기자본이익률10.10%애널리스트 커버리지Low마지막 업데이트26 Aug 2025최근 향후 성장 업데이트Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.Price Target Changed • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.모든 업데이트 보기Recent updatesReported Earnings • Mar 21Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩1,094 (up from ₩1,039 in FY 2024). Revenue: ₩468.7b (down 3.6% from FY 2024). Net income: ₩41.6b (up 5.3% from FY 2024). Profit margin: 8.9% (up from 8.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩10,640, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 21% over the past three years.공시 • Feb 20Kolon ENP, Annual General Meeting, Mar 25, 2026Kolon ENP, Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South KoreaValuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,110, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 12% over the past three years.공시 • Nov 25Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion.Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved. The expected completion of the transaction is April 1, 2026.Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: ₩350 (vs ₩362 in 3Q 2024)Third quarter 2025 results: EPS: ₩350 (down from ₩362 in 3Q 2024). Revenue: ₩120.2b (down 2.1% from 3Q 2024). Net income: ₩13.3b (down 3.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩8,160, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 10% over the past three years.New Risk • Aug 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩297 (vs ₩240 in 2Q 2024)Second quarter 2025 results: EPS: ₩297 (up from ₩240 in 2Q 2024). Revenue: ₩121.7b (flat on 2Q 2024). Net income: ₩11.3b (up 24% from 2Q 2024). Profit margin: 9.3% (up from 7.6% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • Aug 02Kolon ENP to Report First Half, 2025 Results on Aug 06, 2025Kolon ENP announced that they will report first half, 2025 results on Aug 06, 2025분석 기사 • Apr 22There's No Escaping Kolon ENP's (KRX:138490) Muted EarningsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a buy right now compared...Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩1,039 (up from ₩863 in FY 2023). Revenue: ₩486.2b (up 6.6% from FY 2023). Net income: ₩39.5b (up 20% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 54%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Feb 20Kolon ENP, Annual General Meeting, Mar 26, 2025Kolon ENP, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South KoreaNew Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2011. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2011 fiscal period end). High level of non-cash earnings (127% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Nov 14The Return Trends At Kolon ENP (KRX:138490) Look PromisingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.분석 기사 • Aug 07Kolon ENP's (KRX:138490) Earnings Are Not Doing Enough For Some InvestorsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a buy right now compared...New Risk • Aug 05New 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩5,680, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 25% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩8,740, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 49% over the past three years.분석 기사 • Mar 28Kolon Plastics' (KRX:138490) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Kolon Plastics, Inc.'s ( KRX:138490 ) recent earnings didn't contain any...Upcoming Dividend • Dec 20Upcoming dividend of ₩180 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).New Risk • Nov 11New 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 8.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change).Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩7,040, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 87% over the past three years.Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩235 (vs ₩200 in 1Q 2022)First quarter 2023 results: EPS: ₩235 (up from ₩200 in 1Q 2022). Revenue: ₩121.8b (down 1.8% from 1Q 2022). Net income: ₩8.95b (up 18% from 1Q 2022). Profit margin: 7.3% (up from 6.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals 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 42% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩939 (up from ₩572 in FY 2021). Revenue: ₩518.1b (up 28% from FY 2021). Net income: ₩35.7b (up 64% from FY 2021). Profit margin: 6.9% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩145 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Chang-Oan Woo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩9,750, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 108% over the past three years.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 116% over the past three years.Reported Earnings • May 22First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ₩200 (up from ₩136 in 1Q 2021). Revenue: ₩124.0b (up 30% from 1Q 2021). Net income: ₩7.60b (up 48% from 1Q 2021). Profit margin: 6.1% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 22% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩15,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 186% over the past three years.Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Chang-Oan Woo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₩16,700, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,208 per share.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 41% share price gain to ₩9,840, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,413 per share.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩7,760, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 17% over the past three years.분석 기사 • Apr 19Here's What's Concerning About Kolon Plastics' (KRX:138490) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...분석 기사 • Mar 28Kolon Plastics' (KRX:138490) Soft Earnings Are Actually Better Than They AppearThe market for Kolon Plastics, Inc.'s ( KRX:138490 ) shares didn't move much after it posted weak earnings recently. We...분석 기사 • Mar 15Kolon Plastics (KRX:138490) Shareholders Have Enjoyed An Impressive 102% Share Price GainUnless you borrow money to invest, the potential losses are limited. But if you pick the right business to buy shares...분석 기사 • Feb 16Kolon Plastics (KRX:138490) Is Making Moderate Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Feb 10Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 05New 90-day high: ₩6,350The company is up 63% from its price of ₩3,895 on 06 November 2020. The South Korean market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 29% over the same period.공시 • Feb 04Kolon Plastics, Inc. to Report Fiscal Year 2020 Results on Feb 08, 2021Kolon Plastics, Inc. announced that they will report fiscal year 2020 results on Feb 08, 2021분석 기사 • Jan 20What Kind Of Shareholders Own Kolon Plastics, Inc. (KRX:138490)?If you want to know who really controls Kolon Plastics, Inc. ( KRX:138490 ), then you'll have to look at the makeup of...Is New 90 Day High Low • Jan 08New 90-day high: ₩4,810The company is up 11% from its price of ₩4,315 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 Chemicals industry, which is up 28% over the same period.분석 기사 • Dec 24It Might Not Be A Great Idea To Buy Kolon Plastics, Inc. (KRX:138490) For Its Next DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...Is New 90 Day High Low • Dec 02New 90-day high: ₩4,605The company is up 7.0% from its price of ₩4,315 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period.분석 기사 • Nov 24Is Kolon Plastics (KRX:138490) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Is New 90 Day High Low • Oct 20New 90-day low: ₩4,000The company is down 8.0% from its price of ₩4,370 on 22 July 2020. The South Korean market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period.공시 • Aug 31Kolon Plastics, Inc. to Report First Half, 2020 Results on Aug 03, 2020Kolon Plastics, Inc. announced that they will report first half, 2020 results on Aug 03, 2020이익 및 매출 성장 예측KOSE:A138490 - 애널리스트 향후 추정치 및 과거 재무 데이터 (KRW Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2027503,60040,10040,50043,500112/31/2026490,30037,90040,90044,500112/31/2025468,68841,55925,19140,299N/A9/30/2025485,11343,69428,78340,545N/A6/30/2025487,71644,14631,93942,443N/A3/31/2025487,01441,98837,29647,270N/A12/31/2024486,21039,47332,82242,076N/A9/30/2024472,66043,47133,66944,378N/A6/30/2024462,24136,52531,41641,105N/A3/31/2024457,49233,48241,17046,410N/A12/31/2023456,19832,80541,79646,591N/A9/30/2023480,45231,97048,33351,982N/A6/30/2023500,51534,61439,24742,763N/A3/31/2023515,86437,01429,65234,125N/A12/31/2022518,07635,66728,07731,982N/A9/30/2022493,01826,59714,70618,312N/A6/30/2022465,35125,44017,39720,388N/A3/31/2022433,88224,1905,6428,310N/A12/31/2021405,27221,73312,43715,022N/A9/30/2021386,95727,08930,57333,256N/A6/30/2021358,96219,40441,75144,658N/A3/31/2021312,1839,81238,62541,384N/A12/31/2020295,1832,99336,84739,884N/A9/30/2020288,430-2,81025,37429,298N/A6/30/2020294,052-2,9458,10812,726N/A3/31/2020328,5333,36514,23419,521N/A12/31/2019330,2855,434-8,005-2,255N/A9/30/2019342,3536,546N/A-4,260N/A6/30/2019345,0638,005N/A10,958N/A3/31/2019333,8598,858N/A7,468N/A12/31/2018321,33512,295N/A34,339N/A9/30/2018298,3319,383N/A47,769N/A6/30/2018277,41016,866N/A29,049N/A3/31/2018267,21318,650N/A62,088N/A12/31/2017262,24217,495N/A42,933N/A9/30/2017252,92521,974N/A24,996N/A6/30/2017244,83117,921N/A36,572N/A3/31/2017240,93516,067N/A27,113N/A12/31/2016238,37717,642N/A38,241N/A9/30/2016243,75217,243N/A46,367N/A6/30/2016246,51414,544N/A43,279N/A3/31/2016248,72212,057N/A29,507N/A12/31/2015250,3928,946N/A24,175N/A9/30/2015246,2057,925N/A8,656N/A6/30/2015247,7177,623N/A11,172N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A138490 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.8%).수익 vs 시장: A138490 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.8%).고성장 수익: A138490 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: A138490 의 수익(연간 3.6%)이 KR 시장(연간 16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: A138490 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A138490의 자본 수익률은 3년 후 10.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/04/02 07:05종가2026/03/27 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 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 소스Kolon ENP는 6명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sang-Hun LeeiM SecuritiesDong Ha KimKyobo Securities Co., LtdSeogwon ChoiLS Securities Co., Ltd.3명의 분석가 더 보기
Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.
Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.
Price Target Changed • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.
Reported Earnings • Mar 21Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩1,094 (up from ₩1,039 in FY 2024). Revenue: ₩468.7b (down 3.6% from FY 2024). Net income: ₩41.6b (up 5.3% from FY 2024). Profit margin: 8.9% (up from 8.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩10,640, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 21% over the past three years.
공시 • Feb 20Kolon ENP, Annual General Meeting, Mar 25, 2026Kolon ENP, Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South Korea
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩10,110, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 12% over the past three years.
공시 • Nov 25Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion.Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved. The expected completion of the transaction is April 1, 2026.
Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: ₩350 (vs ₩362 in 3Q 2024)Third quarter 2025 results: EPS: ₩350 (down from ₩362 in 3Q 2024). Revenue: ₩120.2b (down 2.1% from 3Q 2024). Net income: ₩13.3b (down 3.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩8,160, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 10% over the past three years.
New Risk • Aug 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩297 (vs ₩240 in 2Q 2024)Second quarter 2025 results: EPS: ₩297 (up from ₩240 in 2Q 2024). Revenue: ₩121.7b (flat on 2Q 2024). Net income: ₩11.3b (up 24% from 2Q 2024). Profit margin: 9.3% (up from 7.6% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • Aug 02Kolon ENP to Report First Half, 2025 Results on Aug 06, 2025Kolon ENP announced that they will report first half, 2025 results on Aug 06, 2025
분석 기사 • Apr 22There's No Escaping Kolon ENP's (KRX:138490) Muted EarningsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a buy right now compared...
Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₩1,039 (up from ₩863 in FY 2023). Revenue: ₩486.2b (up 6.6% from FY 2023). Net income: ₩39.5b (up 20% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 54%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Feb 20Kolon ENP, Annual General Meeting, Mar 26, 2025Kolon ENP, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South Korea
New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2011. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2011 fiscal period end). High level of non-cash earnings (127% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Nov 14The Return Trends At Kolon ENP (KRX:138490) Look PromisingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Major Estimate Revision • Aug 30Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week.
분석 기사 • Aug 07Kolon ENP's (KRX:138490) Earnings Are Not Doing Enough For Some InvestorsKolon ENP's ( KRX:138490 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a buy right now compared...
New Risk • Aug 05New 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩5,680, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 25% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₩8,740, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 49% over the past three years.
분석 기사 • Mar 28Kolon Plastics' (KRX:138490) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Kolon Plastics, Inc.'s ( KRX:138490 ) recent earnings didn't contain any...
Upcoming Dividend • Dec 20Upcoming dividend of ₩180 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%).
New Risk • Nov 11New 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 8.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change).
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩7,040, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 87% over the past three years.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: ₩235 (vs ₩200 in 1Q 2022)First quarter 2023 results: EPS: ₩235 (up from ₩200 in 1Q 2022). Revenue: ₩121.8b (down 1.8% from 1Q 2022). Net income: ₩8.95b (up 18% from 1Q 2022). Profit margin: 7.3% (up from 6.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals 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 42% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ₩939 (up from ₩572 in FY 2021). Revenue: ₩518.1b (up 28% from FY 2021). Net income: ₩35.7b (up 64% from FY 2021). Profit margin: 6.9% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩145 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Chang-Oan Woo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩9,750, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 108% over the past three years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 116% over the past three years.
Reported Earnings • May 22First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ₩200 (up from ₩136 in 1Q 2021). Revenue: ₩124.0b (up 30% from 1Q 2021). Net income: ₩7.60b (up 48% from 1Q 2021). Profit margin: 6.1% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 22% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩15,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 186% over the past three years.
Price Target Changed • Apr 27Price target increased to ₩16,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Chang-Oan Woo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jan 20Price target increased to ₩11,000Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₩16,700, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,208 per share.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 41% share price gain to ₩9,840, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,413 per share.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩7,760, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 17% over the past three years.
분석 기사 • Apr 19Here's What's Concerning About Kolon Plastics' (KRX:138490) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
분석 기사 • Mar 28Kolon Plastics' (KRX:138490) Soft Earnings Are Actually Better Than They AppearThe market for Kolon Plastics, Inc.'s ( KRX:138490 ) shares didn't move much after it posted weak earnings recently. We...
분석 기사 • Mar 15Kolon Plastics (KRX:138490) Shareholders Have Enjoyed An Impressive 102% Share Price GainUnless you borrow money to invest, the potential losses are limited. But if you pick the right business to buy shares...
분석 기사 • Feb 16Kolon Plastics (KRX:138490) Is Making Moderate Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Feb 10Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 05New 90-day high: ₩6,350The company is up 63% from its price of ₩3,895 on 06 November 2020. The South Korean market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 29% over the same period.
공시 • Feb 04Kolon Plastics, Inc. to Report Fiscal Year 2020 Results on Feb 08, 2021Kolon Plastics, Inc. announced that they will report fiscal year 2020 results on Feb 08, 2021
분석 기사 • Jan 20What Kind Of Shareholders Own Kolon Plastics, Inc. (KRX:138490)?If you want to know who really controls Kolon Plastics, Inc. ( KRX:138490 ), then you'll have to look at the makeup of...
Is New 90 Day High Low • Jan 08New 90-day high: ₩4,810The company is up 11% from its price of ₩4,315 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 Chemicals industry, which is up 28% over the same period.
분석 기사 • Dec 24It Might Not Be A Great Idea To Buy Kolon Plastics, Inc. (KRX:138490) For Its Next DividendSome investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Is New 90 Day High Low • Dec 02New 90-day high: ₩4,605The company is up 7.0% from its price of ₩4,315 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period.
분석 기사 • Nov 24Is Kolon Plastics (KRX:138490) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Is New 90 Day High Low • Oct 20New 90-day low: ₩4,000The company is down 8.0% from its price of ₩4,370 on 22 July 2020. The South Korean market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period.
공시 • Aug 31Kolon Plastics, Inc. to Report First Half, 2020 Results on Aug 03, 2020Kolon Plastics, Inc. announced that they will report first half, 2020 results on Aug 03, 2020