CJ LogisticsCJ대한통운
000120 · KOSPI · ₩000120 · CJ대한통운
Analyst target price
Average target
₩120,000
Upside
+87.5%
Range ₩120,000 – ₩120,000 · 1 broker (latest target within 6 months)
Buy 1
Consensus target vs price, 2 years
Broker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 20 | Mirae Asset Securities | CJ Logistics (000120/Buy) Continued strategic moves for productivity innovation | Buy | ₩120,000 | New | +87.5% | −6.6% | Read ↗ |
Calculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 25 | Korea Investment & Securities | — | Cut | — | Reported by Yonhap News Agency |
| Oct 19 | — | — | Cut | — | Reported by Asia Economy |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
CJ Logistics is posting thin margins and a sharply lower share price, while its news flow centres on productivity tech and construction wins.
CJ Logistics, a Korean logistics provider spanning contract logistics, parcel delivery, global freight and construction, reported trailing twelve-month revenue of about ₩12.8T and operating income of about ₩501B to H1 2026, a 3.9% operating margin. The shares closed at ₩64,100 on 2026-10-26, down 22.4% over one year and near the 52-week low of ₩63,300. Leverage is high, with liabilities at 142.2% of equity and borrowings of about ₩2.4T against cash of about ₩257B.
What stands out
- Trailing revenue of ₩12.8T and net income of ₩223B give a 1.7% net margin, versus 4.1% operating margin in 2025 and 4.4% in 2024.
- Annual revenue grew 1.4% in 2025 after 3% in 2024, while net income fell from ₩248B in 2024 to ₩242B in 2025 and then to ₩223B on a trailing basis.
- The data lists a P/E of 6.6, P/B of 0.3 and a dividend yield of 1.2%, but the discounted cash flow model's bear case is ₩0 and its base case is ₩305K against a price of ₩64,100, so the model output is hard to interpret.
- Hanwha Investment & Securities cut its target price on 2026-10-25, citing weak third-quarter earnings expectations, while Chosun Biz described the stock as a solid defensive name.
- Recent news includes a claimed 14% productivity gain from a next-generation sorting system, a ₩315B construction order for KT Cloud's Ansan AI data center, and parcel box advertising passing 15 million units.
What to watch
- An earnings advance notice was filed on 2026-10-27, so the actual third-quarter results and the weakness analysts flagged will be the next key data point.
- Debt is high relative to equity and cash, so changes in borrowings and free cash flow (₩194B on a trailing basis) are worth tracking.
- Foreign ownership fell from 16.8% to 15.5% over about 60 days and the 20-day flows show net institutional selling, so further shifts in holder mix may matter.
Data as of Oct 26, 2026 · written 23h ago
This is not financial advice.
Also known as: CJ Logistics / CJ대한통운 / 000120 / KRX:000120
Source: KRX statistical information