한신공영

004960
· KRX
Analyzed 2026-08-181 days sinceGenerated by FomoLog Agent
JOMO Score
-1.18%
₩130 · per share
Report-date close → Current (2026-08-19)
₩11,050₩10,920
Days Held
1d
Price As Of
2026-08-19
Not investment adviceThis is not investment advice. FomoLog provides factual summaries and post-hoc price-change context only. Investment decisions and their outcomes are solely the responsibility of the investor.Legal Notice ↗

Price Trend

Report date → now · daily close
₩10,900₩10,950₩11,000₩11,050₩11,100Aug 18Aug 19Report date ₩11,050Current ₩10,920

Summary

Hanshin Engineering & Construction disclosed H1 2026 (cumulative, consolidated) revenue of KRW 511.3 billion (YoY -15.4%), operating profit of KRW 39.8 billion (+16.6%), and net income of KRW 31.2 billion (approx. 4.1x the KRW 7.6 billion recorded in the same period last year) on 2026-08-14. The operating margin rose 2.14%p to 7.79% from 5.65% in the same period last year; the company attributed the revenue decline to lower pre-sale income following the completion of own-account projects, and the profit increase to expanded construction-segment revenue and an improved cost ratio. Over the same period, new pre-sales proceeded, including Hanshin The Hue Megacentum in Changwon (2,016 units, pre-sale launched 2026-07-24) and Hanshin The Hue Uiwang Station (297 units, resident recruitment notice 2026-08-13). Korea Ratings Corporation maintained the BBB unsecured bond credit rating on June 19, 2026 while raising the outlook from Stable to Positive.

Price-Change Context Note

The sharp rise in H1 2026 net income reflects a base effect from the low H1 2025 figure (KRW 7.6 billion). On a five-year annual basis as well, the operating margin has trended upward, from a low of 1.13% in 2023 to 5.61% in 2025 and 7.79% in H1 2026. The debt-to-equity ratio has fallen for three consecutive years, from 227.91% in 2023 to 162.76% in H1 2026.

Key Facts

Disclosed H1 2026 (cumulative, consolidated) revenue of KRW 511.3 billion, operating profit of KRW 39.8 billion, and net income of KRW 31.2 billion (DART semi-annual report, filing no. 20260814000688, as of 2026-06-30).
The debt-to-equity ratio fell for three consecutive years, from 227.91% in 2023 to 162.76% in H1 2026 (in-house calculation based on confirmed financial data).
Korea Ratings Corporation maintained the BBB unsecured bond credit rating on June 19, 2026 while raising the outlook from Stable to Positive.
Largest shareholder Koam C&C Development Co., Ltd. has held a 36.76% stake (as of 2026-06-30) unchanged since the end of 2025, while Tiger Asset Management Discretionary Investment expanded its stake from a new 5.65% report on 2026-02-19 to 12.36% as of 2026-08-10.
Seven subsidiaries are in full capital impairment (combined approx. KRW 95.9 billion, per 2025 media reports), and as of Q1 2026, capital impairment continued to be confirmed at YJD2 and Nogok PFV.
Over the most recent 21 trading days (2026-07-20 to 2026-08-18), foreign investors net-bought 116,351 shares while retail investors net-sold 125,820 shares (alphasquare aggregation, not cross-checked against official KRX data).

Theme Relevance

#부동산개발
4/5
#건설·인프라
5/5

Full Analysis

Hanshin Engineering & Construction (004960)
KRX (KOSPI) · General Construction · Analysis date 2026-08-18 · Closing price on base date KRW 11,050

This is not investment advice. FomoLog provides factual summaries and post-hoc price-change context only. Investment decisions and their outcomes are solely the responsibility of the investor.

Factual Summary

H1 2026 (cumulative, consolidated) revenue disclosed on 2026-08-14 was KRW 511.3 billion (YoY -15.4%), operating profit was KRW 39.8 billion (+16.6%), and net income was KRW 31.2 billion (approx. 4.1x the KRW 7.6 billion recorded in the same period last year). The operating margin rose 2.14%p to 7.79% from 5.65% in the same period last year. The company attributed the revenue decline to lower pre-sale income following the completion of own-account projects, and the profit increase to expanded construction-segment revenue and an improved cost-of-sales ratio (1.79%p) (Korea Specialty Construction News, 2026-08-18). Over the same period, new pre-sales proceeded, including Hanshin The Hue Megacentum in Changwon (2,016 units, pre-sale launched 2026-07-24) and Hanshin The Hue Uiwang Station (297 units, resident recruitment notice 2026-08-13), and Korea Ratings Corporation maintained the BBB unsecured bond credit rating on 2026-06-19 while raising the outlook from Stable to Positive.

Context Note on Change

The sharp rise in H1 2026 net income reflects a base effect from the low H1 2025 figure (KRW 7.6 billion). On a five-year annual basis as well, the operating margin has trended upward, from a low of 1.13% in 2023 to 5.61% in 2025 and 7.79% in H1 2026, while the debt-to-equity ratio has fallen for three consecutive years, from 227.91% in 2023 to 162.76% in H1 2026.

Business Overview

Founded on February 24, 1967, Hanshin Engineering & Construction is a general construction company organized into Building (housing, mixed-use, urban redevelopment), Civil Works (roads, railways, water/sewage, land development), Plant, and New Business (urban living housing, senior care, mixed-use development, smart cities, parking, overseas SOC) segments.

Q1 2026 Revenue
KRW 252.4 billion
Building KRW 150.9bn · Civil KRW 55.5bn · Own-account KRW 36.2bn · Other KRW 9.8bn (KIND disclosure, 2026-03-31)
Order Backlog (Contract Balance)
KRW 7.1962 trillion
Public KRW 2.0725tn · Private KRW 4.6692tn · Own-account KRW 454.5bn (2026-03-31)

5-Year Financial Trend

Annual Revenue Trend (Unit: KRW trillion)
Annual Revenue Trend1.311.221.311.491.150.5120212022202320242025H1 26 (cum.)
Base date: 12/31 each year; 2026 is H1 cumulative (6/30) · Source: DART annual/semi-annual reports (A) · Blue bar = year with YoY revenue decline (2025)
Operating Margin & Net Margin Trend (%)
Operating Margin & Net Margin Trend0%4%8%20212022202320242025H1 26
Base date: 12/31 each year; 2026 is H1 cumulative (6/30) · Source: In-house calculation based on confirmed financial data (A) · Dark line = operating margin · Light line = net margin

H1 2026 Results and Financial Stability

Revenue (Consolidated, Cumulative)
KRW 511.3 billion
YoY -15.4% (as of 2026-06-30)
Operating Profit
KRW 39.8 billion
YoY +16.6%, operating margin 7.79% (+2.14%p)
Net Income
KRW 31.2 billion
approx. 4.1x vs. KRW 7.6 billion in the same period last year
Debt-to-Equity Ratio
162.76%
Down for three consecutive years from the 2023 peak of 227.91%
Credit Rating (Unsecured Bonds)
BBB
Outlook Stable→Positive (2022-12→2026-06-19, Korea Ratings Corporation)

Peer Comparison — Mid-tier Construction Companies

PBR Comparison (x)
PBR Comparison0.150.201.290.38Hanshin E&CKyeryong Const.Kumho E&CIS Dongseo
Base date: Hanshin E&C 2026-08-18 (A, system-confirmed); three peer companies aggregated from web sources in Aug 2026 (secondary, exact base dates vary) · Dark bar = Hanshin E&C
Company2025 Revenue2025 Operating Profit2025 Net IncomePERPBR
Hanshin E&CKRW 1,149.2bnKRW 64.5bnKRW 57.9bn2.21x0.147x
Kyeryong ConstructionNot availableNot availableNot available1.8x0.2x
Kumho E&CKRW 2,017.3bnKRW 45.9bnKRW 61.8bn5.01x1.29x
IS DongseoKRW 1,234.4bnKRW 68.1bnNot available3.61x0.38x

By PBR, Hanshin E&C (0.147x) and Kyeryong Construction (0.2x) sit at a lower range than IS Dongseo (0.38x) and Kumho E&C (1.29x) (as of August 2026; peer data from secondary web aggregation).

Valuation Metrics

PER (FY2025 Basis)
2.21x
Market cap / FY2025 net income, as of 2026-08-18
PBR (H1 2026-End Basis)
0.147x
Market cap / total equity at H1 2026-end
EPS (FY2025)
KRW 5,001
FY2025 net income / shares outstanding
BPS (H1 2026-End)
KRW 75,341
Total equity at H1 2026-end / shares outstanding
Dividend Yield
1.36%
FY2025 DPS KRW 150 / closing price on 2026-08-18

Trading Flow by Investor Type

Cumulative Net Buying by Investor Type (2026-07-20 to 2026-08-18, 21 trading days, unit: thousand shares)
Cumulative Net Buying by Investor Type+116.4-3.3-125.8ForeignInstitutionalRetail
Base period 2026-07-20 to 2026-08-18 · Source: alphasquare.co.kr (secondary, not cross-checked against official KRX data) · Red bar = net buying · Blue bar = net selling
Short-Selling Ratio (Same-Day)
0.56%
Share of trading value, as of 2026-08-18
Short Interest Ratio
0.64%
As of 2026-08-13
Foreign Ownership Ratio
4.58%
Estimated as of 2026-08-18 (snapshot)

Governance and Capital Structure

Koam C&C Development Co., Ltd. (Largest Shareholder)
36.76%
Tiger Asset Management Discretionary Investment (2026-02-19)
5.65%
Tiger Asset Management Discretionary Investment (2026-08-10)
12.36%
Largest shareholder stake as of 2026-06-30 (semi-annual report) · Tiger Asset Management stake as of each large-holding disclosure filing date · Source: DART

The largest shareholder of Koam C&C Development Co., Ltd. is Chairman Choi Yong-sun, as stated in DART's executive disclosures; since Koam C&C Development itself does not file periodic reports, Choi's exact stake is not available. The largest shareholder's stake has not changed since 2025-12-31.

Filing DateOwnership RatioReporting Reason
2026-02-195.65%New report of 5%+ ownership
2026-04-098.31%Change report of 1%+ stake
2026-06-1010.27%Change report of 1%+ stake
2026-08-1012.36%Change report of 1%+ stake
NamePositionRegistration TypeRelationship to Largest Shareholder
Choi Mun-gyuVice Chairman (CEO)Inside DirectorRelated party of largest shareholder
Jeon Jae-sikPresident (CEO)Inside Director-
Kim Kyung-sooExecutive DirectorInside Director-
Baek Mun-ilIndependent DirectorIndependent Director-
Park Jong-oIndependent DirectorIndependent Director-
Lee Kang-moAuditorAuditor-

Macro and Industry Environment

FactorCurrent Value (Base Date)Impact Direction
Bank of Korea Base Rate2.75% (raised 2026-07-16)Negative
Top-5 Bank Mortgage Add-on Rate3.27% (June 2026, up from 3.05% in January)Negative
Nationwide Unsold Housing Units67,464 units (end of June 2026, +3.4% MoM)Negative
Real Estate PF Exposure (All Financial Sectors)KRW 177.9 trillion (end of Sept 2025, -KRW 8.7tn QoQ)Positive
August 13 Real Estate & Housing Supply MeasuresExpanded household loan quota, KRW 48tn PF support (announced 2026-08-13)Positive
Rebar Distribution PriceDomestic KRW 860,000-870,000/ton (early July 2026)Negative
Base date noted per row · Source: Bank of Korea, Financial Services Commission, media reports compiled

Risk Factors

Capital Impairment

Seven subsidiaries are in full capital impairment (combined approx. KRW 95.9 billion, per media report dated 2025-09-02, equal to 12.2% of consolidated total equity), and as of Q1 2026, capital impairment continued to be confirmed at YJD2 (total equity -KRW 16.4bn) and Nogok PFV (total equity -KRW 27.9bn).

Contingent Liabilities

Provision for litigation losses increased 81.5% from KRW 3.9 billion in the prior period to KRW 7.1 billion, and net borrowings rose by KRW 39.2 billion, from KRW 521.3 billion to KRW 560.5 billion (per report dated 2026-06-10).

Credit Rating

Korea Ratings Corporation maintained the BBB unsecured bond credit rating on 2026-06-19 while raising the outlook from Stable to Positive.

Safety Record

A two-month business suspension order related to a 2019 fatal accident at a Gijang-gun, Busan site took effect following confirmation on appeal on 2025-12-17, and the suspension period ended before the base date. Zero serious accidents were reported from 2021 through April 2026.

Recent Pre-sales and Order Awards

DateDetails
2026-02-03Signed construction contract for Hoewon District 2 Housing Redevelopment Project (Changwon), contract value KRW 603.92 billion
2026-04-28Signed contract for Gwangju Sangmu District–Cheomdan Industrial Complex road construction, Section 1, KRW 32.38 billion
2026-05-19Groundbreaking ceremony for Hanshin The Hue Megacentum, Changwon
2026-07-24Model house opening and pre-sale launch for Hanshin The Hue Megacentum, Changwon (2,016 units)
2026-07-29First-priority subscription for Hanshin The Hue Megacentum, Changwon averaged 7.66:1 (676 units offered, 5,178 applications received)
2026-08-13Resident recruitment notice for Hanshin The Hue Uiwang Station (297 units)
2026-08-14Model house opening for Hanshin The Hue Uiwang Station · Disclosure of H1 2026 semi-annual report
Source: Compiled from The Korea Economic Daily, Newsis, Incheon Ilbo, Businesskorea, and others (secondary)

Theme Relevance

Construction & Infrastructure
5
As of Q1 2026, the public sector accounted for KRW 2.0725 trillion of the total order backlog of KRW 7.1962 trillion, with confirmed public infrastructure orders including GTX-B Section 2, the Gangnam deep-tunnel drainage system, and the Chuncheon–Sokcho railway (KIND disclosure, as of 2026-03-31).
Real Estate Development
4
In July-August 2026, the company advanced new housing pre-sale projects including Hanshin The Hue Megacentum in Changwon (2,016 units, pre-sale launched 2026-07-24) and Hanshin The Hue Uiwang Station (297 units, resident recruitment notice 2026-08-13) (compiled from The Korea Economic Daily and Incheon Ilbo, as of 2026-08-13).

Fact Highlights

H1 2026 (cumulative, consolidated) revenue KRW 511.3 billion, operating profit KRW 39.8 billion, net income KRW 31.2 billion (DART semi-annual report, 2026-06-30)
Debt-to-equity ratio down for three consecutive years, from 227.91% in 2023 to 162.76% in H1 2026
Korea Ratings Corporation maintained BBB credit rating and raised the outlook from Stable to Positive on 2026-06-19
Largest shareholder Koam C&C Development Co., Ltd. holds 36.76% (as of 2026-06-30, unchanged); Tiger Asset Management Discretionary Investment expanded its stake to 12.36% (as of 2026-08-10)
Seven subsidiaries remain in full capital impairment (combined approx. KRW 95.9 billion, per 2025 media report)
Over the most recent 21 trading days (2026-07-20 to 2026-08-18), foreign investors net-bought 116,351 shares and retail investors net-sold 125,820 shares (secondary source)

Generated by FomoLog Agent · Data sources: Korea Exchange · NASDAQ · DART · SEC EDGAR