View Future GrowthSamchullyLtd 과거 순이익 실적과거 기준 점검 4/6SamchullyLtd은 연평균 18.3%의 비율로 수입이 증가해 온 반면, Gas Utilities 산업은 수입이 6.3% 증가했습니다. 매출은 연평균 8.8%의 비율로 증가했습니다. SamchullyLtd의 자기자본이익률은 7%이고 순이익률은 2.1%입니다.핵심 정보18.28%순이익 성장률18.30%주당순이익(EPS) 성장률Gas Utilities 산업 성장률2.05%매출 성장률8.81%자기자본이익률6.98%순이익률2.11%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Mar 17Full year 2025 earnings released: EPS: ₩32,566 (vs ₩29,606 in FY 2024)Full year 2025 results: EPS: ₩32,566 (up from ₩29,606 in FY 2024). Revenue: ₩5.28t (up 3.0% from FY 2024). Net income: ₩111.5b (up 10.0% from FY 2024). Profit margin: 2.1% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.분석 기사 • Nov 21SamchullyLtd's (KRX:004690) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Samchully Co.,Ltd's ( KRX:004690 ) recent earnings didn't contain any...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩2,717 (vs ₩6,720 in 3Q 2024)Third quarter 2025 results: EPS: ₩2,717 (down from ₩6,720 in 3Q 2024). Revenue: ₩914.8b (down 4.4% from 3Q 2024). Net income: ₩9.30b (down 60% from 3Q 2024). Profit margin: 1.0% (down from 2.4% in 3Q 2024). 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 28% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩6,128 (vs ₩5,006 in 2Q 2024)Second quarter 2025 results: EPS: ₩6,128 (up from ₩5,006 in 2Q 2024). Revenue: ₩1.10t (up 11% from 2Q 2024). Net income: ₩21.0b (up 22% from 2Q 2024). Profit margin: 1.9% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.분석 기사 • May 22SamchullyLtd's (KRX:004690) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Samchully Co.,Ltd's ( KRX:004690 ) stock, leading do a rise in the share price after its...Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩29,606 (vs ₩35,116 in FY 2023)Full year 2024 results: EPS: ₩29,606 (down from ₩35,116 in FY 2023). Revenue: ₩5.12t (down 9.6% from FY 2023). Net income: ₩101.4b (down 16% from FY 2023). Profit margin: 2.0% (down from 2.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesReported Earnings • Mar 17Full year 2025 earnings released: EPS: ₩32,566 (vs ₩29,606 in FY 2024)Full year 2025 results: EPS: ₩32,566 (up from ₩29,606 in FY 2024). Revenue: ₩5.28t (up 3.0% from FY 2024). Net income: ₩111.5b (up 10.0% from FY 2024). Profit margin: 2.1% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 26th March 2026 Payment date: 1st January 1970 Dividend yield will be 2.2%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 55% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea공시 • Mar 06Samchully Co.,Ltd announces Annual dividendSamchully Co.,Ltd announced Annual dividend of KRW 3000.0000 per share, ex-date on March 26, 2026 and record date on March 27, 2026.분석 기사 • Nov 21SamchullyLtd's (KRX:004690) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Samchully Co.,Ltd's ( KRX:004690 ) recent earnings didn't contain any...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩2,717 (vs ₩6,720 in 3Q 2024)Third quarter 2025 results: EPS: ₩2,717 (down from ₩6,720 in 3Q 2024). Revenue: ₩914.8b (down 4.4% from 3Q 2024). Net income: ₩9.30b (down 60% from 3Q 2024). Profit margin: 1.0% (down from 2.4% in 3Q 2024). 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 28% per year, which means it is significantly lagging earnings.분석 기사 • Nov 10We Think SamchullyLtd (KRX:004690) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩6,128 (vs ₩5,006 in 2Q 2024)Second quarter 2025 results: EPS: ₩6,128 (up from ₩5,006 in 2Q 2024). Revenue: ₩1.10t (up 11% from 2Q 2024). Net income: ₩21.0b (up 22% from 2Q 2024). Profit margin: 1.9% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.분석 기사 • Jul 11There's No Escaping Samchully Co.,Ltd's (KRX:004690) Muted Earnings Despite A 26% Share Price RiseDespite an already strong run, Samchully Co.,Ltd ( KRX:004690 ) shares have been powering on, with a gain of 26% in the...Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩172,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 6x in the Gas Utilities industry in South Korea. Negligible returns to shareholders over past three years.분석 기사 • May 23Investors Still Aren't Entirely Convinced By Samchully Co.,Ltd's (KRX:004690) Earnings Despite 31% Price JumpSamchully Co.,Ltd ( KRX:004690 ) shareholders have had their patience rewarded with a 31% share price jump in the last...분석 기사 • May 22SamchullyLtd's (KRX:004690) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Samchully Co.,Ltd's ( KRX:004690 ) stock, leading do a rise in the share price after its...Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩108,800, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 4x in the Gas Utilities industry in South Korea. Total loss to shareholders of 24% over the past three years.분석 기사 • May 16SamchullyLtd's (KRX:004690) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Apr 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Large one-off items impacting financial results.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩29,606 (vs ₩35,116 in FY 2023)Full year 2024 results: EPS: ₩29,606 (down from ₩35,116 in FY 2023). Revenue: ₩5.12t (down 9.6% from FY 2023). Net income: ₩101.4b (down 16% from FY 2023). Profit margin: 2.0% (down from 2.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 27th March 2025 Payment date: 1st January 1970 Dividend yield will be 3.3%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea분석 기사 • Nov 20SamchullyLtd (KRX:004690) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...New Risk • Aug 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 10x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩5,006 (vs ₩5,355 in 2Q 2023)Second quarter 2024 results: EPS: ₩5,006 (down from ₩5,355 in 2Q 2023). Revenue: ₩990.8b (down 5.2% from 2Q 2023). Net income: ₩17.1b (down 6.5% from 2Q 2023). Profit margin: 1.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jul 18Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion.Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion on July 16, 2024. Samchully acquired 4.9 million shares for KRW 5910 per share. Samchully Co.,Ltd (KOSE:A004690) completed the acquisition of remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) on July 16, 2024.New Risk • May 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.분석 기사 • Mar 21SamchullyLtd's (KRX:004690) Profits Appear To Have Quality IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...Upcoming Dividend • Mar 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (9.9%).Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩35,116 (vs ₩14,387 in FY 2022)Full year 2023 results: EPS: ₩35,116 (up from ₩14,387 in FY 2022). Revenue: ₩5.66t (down 2.2% from FY 2022). Net income: ₩120.2b (up 144% from FY 2022). Profit margin: 2.1% (up from 0.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% 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 • Nov 17Third quarter 2023 earnings released: EPS: ₩7,238 (vs ₩3,446 in 3Q 2022)Third quarter 2023 results: EPS: ₩7,238 (up from ₩3,446 in 3Q 2022). Revenue: ₩954.0b (down 14% from 3Q 2022). Net income: ₩24.8b (up 110% from 3Q 2022). Profit margin: 2.6% (up from 1.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩118,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 12x in the Gas Utilities industry in South Korea. Total returns to shareholders of 66% over the past three years.Buying Opportunity • Apr 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 74%. The fair value is estimated to be ₩155,852, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to decline by 22% in 2 years. Earnings is forecast to grow by 71% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ₩348,500, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Gas Utilities industry in Asia. Total returns to shareholders of 436% over the past three years.Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩14,387 (down from ₩17,385 in FY 2021). Revenue: ₩5.79t (up 54% from FY 2021). Net income: ₩49.3b (down 17% from FY 2021). Profit margin: 0.9% (down from 1.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.2%).Buying Opportunity • Nov 28Now 22% undervaluedOver the last 90 days, the stock is up 82%. The fair value is estimated to be ₩485,486, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 45%.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩3,446 (vs ₩2,174 in 3Q 2021)Third quarter 2022 results: EPS: ₩3,446 (up from ₩2,174 in 3Q 2021). Revenue: ₩1.10t (up 71% from 3Q 2021). Net income: ₩11.8b (up 59% from 3Q 2021). Profit margin: 1.1% (down from 1.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩260,500, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 26x in the Gas Utilities industry in South Korea. Total returns to shareholders of 244% over the past three years.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩182,000, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 29x in the Gas Utilities industry in South Korea. Total returns to shareholders of 116% over the past three years.Reported Earnings • May 19First quarter 2022 earnings released: EPS: ₩15,942 (vs ₩16,716 in 1Q 2021)First quarter 2022 results: EPS: ₩15,942 (down from ₩16,716 in 1Q 2021). Revenue: ₩1.75t (up 46% from 1Q 2021). Net income: ₩54.6b (down 4.6% from 1Q 2021). Profit margin: 3.1% (down from 4.8% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩141,500, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 31x in the Gas Utilities industry in South Korea. Total returns to shareholders of 71% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (4.5%).Reported Earnings • May 23First quarter 2021 earnings released: EPS ₩16,716 (vs ₩8,837 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩1.20t (up 2.8% from 1Q 2020). Net income: ₩57.2b (up 85% from 1Q 2020). Profit margin: 4.8% (up from 2.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.분석 기사 • May 04Slowing Rates Of Return At SamchullyLtd (KRX:004690) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Apr 16Should You Buy Samchully Co.,Ltd (KRX:004690) For Its Dividend?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...분석 기사 • Mar 29SamchullyLtd (KRX:004690) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 12Do Institutions Own Samchully Co.,Ltd (KRX:004690) Shares?The big shareholder groups in Samchully Co.,Ltd ( KRX:004690 ) have power over the company. Institutions will often...공시 • Mar 12Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.분석 기사 • Feb 22Should You Use SamchullyLtd's (KRX:004690) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...분석 기사 • Feb 07Reflecting on SamchullyLtd's (KRX:004690) Share Price Returns Over The Last Three YearsMany investors define successful investing as beating the market average over the long term. But if you try your hand...분석 기사 • Jan 23Our Take On The Returns On Capital At SamchullyLtd (KRX:004690)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Jan 08Is Samchully Co.,Ltd (KRX:004690) The Right Choice For A Smart Dividend Investor?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...분석 기사 • Dec 24Dividend Investors: Don't Be Too Quick To Buy Samchully Co.,Ltd (KRX:004690) For Its Upcoming DividendReaders hoping to buy Samchully Co.,Ltd ( KRX:004690 ) for its dividend will need to make their move shortly, as the...Upcoming Dividend • Dec 22Upcoming Dividend of ₩3,000 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.7% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.8%).분석 기사 • Dec 14SamchullyLtd (KRX:004690) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Nov 23New 90-day high: ₩82,600The company is up 9.0% from its price of ₩75,500 on 25 August 2020. The South Korean market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Gas Utilities industry, which is up 19% over the same period.매출 및 비용 세부 내역SamchullyLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSE:A004690 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Dec 255,275,461111,506310,37240030 Sep 255,246,34599,769312,50948030 Jun 255,288,359113,475302,91341431 Mar 255,179,005109,631300,75337731 Dec 245,120,527101,372290,43328230 Sep 245,232,311110,033281,47023930 Jun 245,229,438111,805273,24619331 Mar 245,284,002113,002262,00618231 Dec 235,664,041120,239260,36919130 Sep 236,036,04882,205251,95017830 Jun 236,185,20769,224250,72118531 Mar 236,174,89374,977249,22318531 Dec 225,789,10549,262241,87628130 Sep 225,094,21879,481234,41331630 Jun 224,635,01475,124225,01130831 Mar 224,322,03656,879220,44829331 Dec 213,769,31159,528220,89617730 Sep 213,374,68672,551213,48011230 Jun 213,248,12054,900208,63210431 Mar 213,242,18152,408205,1289831 Dec 203,208,03226,083201,3099130 Sep 203,344,66811,212198,89510330 Jun 203,397,29812,963199,98713731 Mar 203,337,06014,603200,71514431 Dec 193,461,62738,302196,94516330 Sep 193,562,12738,100202,68815930 Jun 193,540,58145,534200,72111831 Mar 193,528,15642,127196,65311431 Dec 183,456,21737,793196,0839430 Sep 183,361,66828,370195,51810730 Jun 183,336,50020,957193,62712531 Mar 183,336,67820,531192,46412731 Dec 173,295,09813,982188,33412530 Sep 173,236,71541,156180,98347530 Jun 173,171,26739,235177,47145031 Mar 173,066,33939,298174,42852831 Dec 163,060,05935,430169,56659230 Sep 163,146,45014,294171,4109730 Jun 163,228,94113,092166,13517331 Mar 163,366,88516,732170,44264831 Dec 153,667,87236,949172,95961230 Sep 153,819,99223,856174,13970830 Jun 153,836,03729,057176,019792양질의 수익: A004690는 고품질 수익을 보유하고 있습니다.이익 마진 증가: A004690의 현재 순 이익률 (2.1%)은 지난해 (2%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A004690의 수익은 지난 5년 동안 연평균 18.3% 증가했습니다.성장 가속화: 지난 1년간 A004690 의 수익 증가율(10%)은 5년 평균(연간 18.3%)보다 낮습니다.수익 대 산업: A004690의 지난 1년 수익 증가율(10%)은 Gas Utilities 업계의 8.8%를 상회했습니다.자기자본이익률높은 ROE: A004690의 자본 수익률(7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YUtilities 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 03:11종가2026/05/20 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 소스Samchully Co.,Ltd는 9명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jiyoon ShinDAOL Investment & Securities Co., Ltd.Byung Hwa HanEugene Investment & Securities Co Ltd.Sung Hyun HwangEugene Investment & Securities Co Ltd.6명의 분석가 더 보기
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: ₩32,566 (vs ₩29,606 in FY 2024)Full year 2025 results: EPS: ₩32,566 (up from ₩29,606 in FY 2024). Revenue: ₩5.28t (up 3.0% from FY 2024). Net income: ₩111.5b (up 10.0% from FY 2024). Profit margin: 2.1% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 21SamchullyLtd's (KRX:004690) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Samchully Co.,Ltd's ( KRX:004690 ) recent earnings didn't contain any...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩2,717 (vs ₩6,720 in 3Q 2024)Third quarter 2025 results: EPS: ₩2,717 (down from ₩6,720 in 3Q 2024). Revenue: ₩914.8b (down 4.4% from 3Q 2024). Net income: ₩9.30b (down 60% from 3Q 2024). Profit margin: 1.0% (down from 2.4% in 3Q 2024). 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 28% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩6,128 (vs ₩5,006 in 2Q 2024)Second quarter 2025 results: EPS: ₩6,128 (up from ₩5,006 in 2Q 2024). Revenue: ₩1.10t (up 11% from 2Q 2024). Net income: ₩21.0b (up 22% from 2Q 2024). Profit margin: 1.9% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
분석 기사 • May 22SamchullyLtd's (KRX:004690) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Samchully Co.,Ltd's ( KRX:004690 ) stock, leading do a rise in the share price after its...
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩29,606 (vs ₩35,116 in FY 2023)Full year 2024 results: EPS: ₩29,606 (down from ₩35,116 in FY 2023). Revenue: ₩5.12t (down 9.6% from FY 2023). Net income: ₩101.4b (down 16% from FY 2023). Profit margin: 2.0% (down from 2.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 17Full year 2025 earnings released: EPS: ₩32,566 (vs ₩29,606 in FY 2024)Full year 2025 results: EPS: ₩32,566 (up from ₩29,606 in FY 2024). Revenue: ₩5.28t (up 3.0% from FY 2024). Net income: ₩111.5b (up 10.0% from FY 2024). Profit margin: 2.1% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 26th March 2026 Payment date: 1st January 1970 Dividend yield will be 2.2%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 55% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026Samchully Co.,Ltd, Annual General Meeting, Mar 20, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea
공시 • Mar 06Samchully Co.,Ltd announces Annual dividendSamchully Co.,Ltd announced Annual dividend of KRW 3000.0000 per share, ex-date on March 26, 2026 and record date on March 27, 2026.
분석 기사 • Nov 21SamchullyLtd's (KRX:004690) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Samchully Co.,Ltd's ( KRX:004690 ) recent earnings didn't contain any...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ₩2,717 (vs ₩6,720 in 3Q 2024)Third quarter 2025 results: EPS: ₩2,717 (down from ₩6,720 in 3Q 2024). Revenue: ₩914.8b (down 4.4% from 3Q 2024). Net income: ₩9.30b (down 60% from 3Q 2024). Profit margin: 1.0% (down from 2.4% in 3Q 2024). 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 28% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 10We Think SamchullyLtd (KRX:004690) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩6,128 (vs ₩5,006 in 2Q 2024)Second quarter 2025 results: EPS: ₩6,128 (up from ₩5,006 in 2Q 2024). Revenue: ₩1.10t (up 11% from 2Q 2024). Net income: ₩21.0b (up 22% from 2Q 2024). Profit margin: 1.9% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 11There's No Escaping Samchully Co.,Ltd's (KRX:004690) Muted Earnings Despite A 26% Share Price RiseDespite an already strong run, Samchully Co.,Ltd ( KRX:004690 ) shares have been powering on, with a gain of 26% in the...
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩172,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 6x in the Gas Utilities industry in South Korea. Negligible returns to shareholders over past three years.
분석 기사 • May 23Investors Still Aren't Entirely Convinced By Samchully Co.,Ltd's (KRX:004690) Earnings Despite 31% Price JumpSamchully Co.,Ltd ( KRX:004690 ) shareholders have had their patience rewarded with a 31% share price jump in the last...
분석 기사 • May 22SamchullyLtd's (KRX:004690) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Samchully Co.,Ltd's ( KRX:004690 ) stock, leading do a rise in the share price after its...
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩108,800, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 4x in the Gas Utilities industry in South Korea. Total loss to shareholders of 24% over the past three years.
분석 기사 • May 16SamchullyLtd's (KRX:004690) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Apr 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Large one-off items impacting financial results.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: ₩29,606 (vs ₩35,116 in FY 2023)Full year 2024 results: EPS: ₩29,606 (down from ₩35,116 in FY 2023). Revenue: ₩5.12t (down 9.6% from FY 2023). Net income: ₩101.4b (down 16% from FY 2023). Profit margin: 2.0% (down from 2.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 08Dividend of ₩3,000 announcedDividend of ₩3,000 is the same as last year. Ex-date: 27th March 2025 Payment date: 1st January 1970 Dividend yield will be 3.3%, which is lower than the industry average of 9.7%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Mar 07Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025Samchully Co.,Ltd, Annual General Meeting, Mar 21, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 42, gukjegeumyung-ro 6-gil, yeongdeungpo-gu, seoul South Korea
분석 기사 • Nov 20SamchullyLtd (KRX:004690) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...
New Risk • Aug 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 10x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩5,006 (vs ₩5,355 in 2Q 2023)Second quarter 2024 results: EPS: ₩5,006 (down from ₩5,355 in 2Q 2023). Revenue: ₩990.8b (down 5.2% from 2Q 2023). Net income: ₩17.1b (down 6.5% from 2Q 2023). Profit margin: 1.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jul 18Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion.Samchully Co.,Ltd (KOSE:A004690) acquired remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) for KRW 28.9 billion on July 16, 2024. Samchully acquired 4.9 million shares for KRW 5910 per share. Samchully Co.,Ltd (KOSE:A004690) completed the acquisition of remaining 49% stake in Human Community Energy System from Korea District Heating Corp. (KOSE:A071320) on July 16, 2024.
New Risk • May 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
분석 기사 • Mar 21SamchullyLtd's (KRX:004690) Profits Appear To Have Quality IssuesThe recent earnings posted by Samchully Co.,Ltd ( KRX:004690 ) were solid, but the stock didn't move as much as we...
Upcoming Dividend • Mar 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (9.9%).
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₩35,116 (vs ₩14,387 in FY 2022)Full year 2023 results: EPS: ₩35,116 (up from ₩14,387 in FY 2022). Revenue: ₩5.66t (down 2.2% from FY 2022). Net income: ₩120.2b (up 144% from FY 2022). Profit margin: 2.1% (up from 0.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% 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 • Nov 17Third quarter 2023 earnings released: EPS: ₩7,238 (vs ₩3,446 in 3Q 2022)Third quarter 2023 results: EPS: ₩7,238 (up from ₩3,446 in 3Q 2022). Revenue: ₩954.0b (down 14% from 3Q 2022). Net income: ₩24.8b (up 110% from 3Q 2022). Profit margin: 2.6% (up from 1.1% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩118,700, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 12x in the Gas Utilities industry in South Korea. Total returns to shareholders of 66% over the past three years.
Buying Opportunity • Apr 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 74%. The fair value is estimated to be ₩155,852, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to decline by 22% in 2 years. Earnings is forecast to grow by 71% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ₩348,500, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Gas Utilities industry in Asia. Total returns to shareholders of 436% over the past three years.
Reported Earnings • Mar 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₩14,387 (down from ₩17,385 in FY 2021). Revenue: ₩5.79t (up 54% from FY 2021). Net income: ₩49.3b (down 17% from FY 2021). Profit margin: 0.9% (down from 1.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 10 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (3.2%).
Buying Opportunity • Nov 28Now 22% undervaluedOver the last 90 days, the stock is up 82%. The fair value is estimated to be ₩485,486, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 45%.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₩3,446 (vs ₩2,174 in 3Q 2021)Third quarter 2022 results: EPS: ₩3,446 (up from ₩2,174 in 3Q 2021). Revenue: ₩1.10t (up 71% from 3Q 2021). Net income: ₩11.8b (up 59% from 3Q 2021). Profit margin: 1.1% (down from 1.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩260,500, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 26x in the Gas Utilities industry in South Korea. Total returns to shareholders of 244% over the past three years.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩182,000, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 29x in the Gas Utilities industry in South Korea. Total returns to shareholders of 116% over the past three years.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: ₩15,942 (vs ₩16,716 in 1Q 2021)First quarter 2022 results: EPS: ₩15,942 (down from ₩16,716 in 1Q 2021). Revenue: ₩1.75t (up 46% from 1Q 2021). Net income: ₩54.6b (down 4.6% from 1Q 2021). Profit margin: 3.1% (down from 4.8% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩141,500, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 31x in the Gas Utilities industry in South Korea. Total returns to shareholders of 71% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩3,000 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (4.5%).
Reported Earnings • May 23First quarter 2021 earnings released: EPS ₩16,716 (vs ₩8,837 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₩1.20t (up 2.8% from 1Q 2020). Net income: ₩57.2b (up 85% from 1Q 2020). Profit margin: 4.8% (up from 2.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
분석 기사 • May 04Slowing Rates Of Return At SamchullyLtd (KRX:004690) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Apr 16Should You Buy Samchully Co.,Ltd (KRX:004690) For Its Dividend?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...
분석 기사 • Mar 29SamchullyLtd (KRX:004690) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 12Do Institutions Own Samchully Co.,Ltd (KRX:004690) Shares?The big shareholder groups in Samchully Co.,Ltd ( KRX:004690 ) have power over the company. Institutions will often...
공시 • Mar 12Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021Samchully Co.,Ltd, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.
분석 기사 • Feb 22Should You Use SamchullyLtd's (KRX:004690) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
분석 기사 • Feb 07Reflecting on SamchullyLtd's (KRX:004690) Share Price Returns Over The Last Three YearsMany investors define successful investing as beating the market average over the long term. But if you try your hand...
분석 기사 • Jan 23Our Take On The Returns On Capital At SamchullyLtd (KRX:004690)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Jan 08Is Samchully Co.,Ltd (KRX:004690) The Right Choice For A Smart Dividend Investor?Could Samchully Co.,Ltd ( KRX:004690 ) be an attractive dividend share to own for the long haul? Investors are often...
분석 기사 • Dec 24Dividend Investors: Don't Be Too Quick To Buy Samchully Co.,Ltd (KRX:004690) For Its Upcoming DividendReaders hoping to buy Samchully Co.,Ltd ( KRX:004690 ) for its dividend will need to make their move shortly, as the...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩3,000 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 29th of December. The trailing yield of 3.7% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.8%).
분석 기사 • Dec 14SamchullyLtd (KRX:004690) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Nov 23New 90-day high: ₩82,600The company is up 9.0% from its price of ₩75,500 on 25 August 2020. The South Korean market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Gas Utilities industry, which is up 19% over the same period.