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Companies Real Estate 123890.KS
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123890.KS KRX Diversified REITs

123890.Ks

$2 300,00
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KRW
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
281,4B KRW
P/E
EV / Rev
Div yield
6,61 %
Op margin
16,8 %
ROE
4,6 %
Net margin
24,2 %
Debt / equity
0,54
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Real Estate sector, specifically classified under Diversified REITs, though its specific business activity remains unclassified in the available data.

Business. CGN Mining Co Ltd (123890.KS) is a diversified real estate investment trust listed on the Korea Exchange. The company operates within the Real Estate sector, specifically focusing on diversified REITs activities. It generates revenue primarily through rental income from its property holdings. Specific details regarding operating segments or geographic concentrations are not available.

Classification85 %
SectorReal Estate
Industry groupDiversified REITs
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target3 600,00

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
3 600,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
4,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 123890.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate · THIS SECTOR−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 123890.KS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    CGN Mining Co Ltd (123890.KS) is a diversified real estate investment trust listed on the Korea Exchange. The company operates within the Real Estate sector, specifically focusing on diversified REITs activities. It generates revenue primarily through rental income from its property holdings. Specific details regarding operating segments or geographic concentrations are not available.

    Classification85 %
    SectorReal Estate
    Industry groupDiversified REITs
    AI synthesis
    GENERATED

    The company maintains a capital structure characterized by significant leverage, with long-term debt of 587.25 billion KRW against total equity of 1,083.33 billion KRW, resulting in a debt-to-equity ratio of 0.54. Liquidity is assessed as medium risk, driven by a negative net cash position after subtracting total debt from cash and equivalents of 109.25 billion KRW. The balance sheet shows total assets of 1,738.21 billion KRW and total liabilities of 654.89 billion KRW.

    Profitability metrics indicate modest returns, with a return on equity of 4.56% and a return on assets of 2.84%. The company generated net income of 49.38 billion KRW on revenue of 204.29 billion KRW, yielding an operating income of 34.23 billion KRW. The valuation snapshot reflects a price-to-earnings ratio of 5.45 and a price-to-book ratio of 0.25, suggesting the market prices the equity at a significant discount to its book value.

    Key takeaways
    • The company trades at a deep discount to book value (P/B 0.25) and earnings (P/E 5.45).
    • Leverage is moderate with a debt-to-equity ratio of 0.54, but net cash is negative.
    • Returns are modest, with ROE at 4.56% and ROA at 2.84%.
    • Dilution risk is low, with no difference between basic and diluted share counts.
    • Specific business activities and segment data are unavailable, limiting operational analysis.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $2 300,00
    Market cap
    $269.21B
    Enterprise value
    $747.21B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    3.7x
    P / B
    0.2x
    P / Tangible book
    0.2x
    Tangible book
    $1.08T
    Net cash
    -$478.01B
    Current ratio
    Debt / equity
    0.5
    ROA
    2.8%
    ROE
    4.6%
    Cash conversion
    412.0%
    CapEx / revenue
    -0.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    383,50
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-20 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate383,50
    Revenueno estimateno estimate182,5B KRW
    Operating incomeno estimateno estimate48,5B KRW
    Full-year consensus mean (period as reported by source) · consensus in KRW. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy0
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price target$3 600,00 · Median $3 600,00
    Low $3 600,00High $3 600,00
    Operating income · consensus48,5B KRW
    EPS surprise
    +5,3 %
    reported vs consensus · beat
    Revenue surprise
    +2,3 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$3 600,00
    Mean$3 600,00
    Median$3 600,00
    High$3 600,00
    Spot$2 300,00
    +56.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin16,8 %Below median
    Net Margin24,2 %Below median
    ROE4,6 %Above median
    Capex / Rev-0,0 %Above P75
    D/E0,54Below median
    Cash Conv4,12Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Ev To Revenue
      enterprise_value / revenue
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Return On Equity
      net_income / total_equity
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Korea Asset In Trust Co Ltd Market data — financials · 2026-07-28
    • reconciler_enqueue (reconciler) on 123890.KS · 2026-07-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    123890.KSCanonical
    KRX · KRW

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    What changed

    no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)

    • Narrative— → —medium
    • Business summary— → —medium
    • Conclusion— → —medium
    • Key takeaways— → —medium
    vs prior analysis 62 days ago
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage