Risk factor
Resilient to price shocks
Profitability factor
Favourable analyst view
About
Kolon Industries, Inc., established in 1957 and headquartered in Seoul, South Korea, operates a diverse business portfolio encompassing industrial materials, various chemicals, films and electronic components, and a significant presence in the fashion sector. Within its industrial materials division, the company manufactures and supplies a range of specialized products. These include high-performance textile components such as polyester and hybrid tire cords, airbags, and technical yarns, alongside artificial leather and polyester spunbond nonwoven fabrics marketed under the FINON brand. Additionally, Kolon produces advanced chemical solutions like aromatic amide (Heracron) and water treatment membranes (Cleanfil-S), as well as the Ecomate-H hydrogen fuel cell membrane humidifier. The firm's films and electronic materials segment provides an array of film products, including polyester, nylon, coated, and prism films, in addition to dry film resist and essential materials for display panels, such as overcoat, encapsulation, and low-temperature solutions. Its chemical operations are responsible for the production of various resins. This includes hydrocarbon resins, phenolic resins sold as HiRENOL, epoxy resins under the HiROXY brand, polyurethane resins, and PET resins known as INOPET. Kolon's extensive fashion enterprise spans numerous brands and product categories. It offers outdoor, sports, and golf apparel through labels like KOLON SPORT, HEAD, ELORD, Jack Nicklaus, WAAC, ELORD CLUB, and HONMA. For men's casual wear, brands such as Series, Customellow, CAMBRIDGE MEMBERS, GGIO II, epigram, Henry Cottons, brentwood, and S'LOW are featured. Women's casual fashion is represented by LUCKY CHOUETTE. The company also produces footwear under SUECOMMA BONNIE, and handbags, shoes, and accessories via the COURONNE brand. Other fashion items are available through BLNKBLANC and Archivépke. Its premium fashion offerings include collaborations with Marc Jacobs, NEIL BARRETT, LOEWE, and IRO. Demonstrating a commitment to sustainability, Kolon also manages the RE;CODE brand for upcycled and redesigned clothing, alongside cosmetics under the M.CURIE label. Furthermore, Kolon Industries extends its operations to retail and logistics. It manages Common Ground, a unique container complex shopping mall, and several online platforms including Kolon Mall for fashion and lifestyle, and Jane's, which focuses on women's fashion. The company also oversees BySeries, an urban vintage multi-brand shop, an integrated online and offline logistics center, and a global sourcing platform.
Company Valuation
Considering past and projected metrics, the stock is neither 'expensive' nor 'cheap' compared to its peers. Specifically, the stock is fairly valued on P/E, neutral on EV
Target Price
The average target price of 120110.KS is 91321 and suggests 27% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to