Shinsegae신세계
004170 · KOSPI · ₩004170 · 신세계
Analyst target price
Average target
₩518,333
Upside
+111.6%
Range ₩380,000 – ₩645,000 · 3 brokers (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 27 | Heungkuk Securities | [Retail/Trading/Holdings] Shinsegae - Top beneficiary of premium consumption | — | — | — | 0.0% | Read ↗ | |
| Oct 14 | Heungkuk Securities | [Distribution/Holdings/Trading] Shinsegae - Estimates cut, contrarian view needed | — | — | — | −14.9% | Read ↗ | |
| Oct 7 | Kyobo Securities | 3Q26 Preview: Growth trend remains valid | Buy | ₩645,000 | Maintained | +163.3% | −23.3% | Read ↗ |
All 7 broker reports on Shinsegae, not just the latest 3, with Pro.
Unlock with ProCalculated 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 26 | Heungkuk Securities | ₩380,000 | Cut | — | Reported by Chosun Biz |
| Oct 15 | Korea Investment & Securities | ₩530,000 | Cut | — | Reported by Chosun Biz |
| Oct 15 | — | — | Cut | — | Reported by Asia Economy |
| Oct 14 | Daishin Securities | — | Cut | — | Reported by The Korea Economic Daily |
| Oct 13 | Heungkuk Securities | — | Cut | — | Reported by The Korea Economic Daily |
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.
Shinsegae's trailing earnings are thin and its share price has fallen sharply over three months, though it remains profitable at the operating level.
Shinsegae reported trailing twelve-month revenue of about ₩7.2T and operating income of about ₩637B to H1 2026, with net income of about ₩169B and a 2.3% net margin. Its balance sheet carries heavy borrowings of about ₩4.2T against cash of about ₩930B, and the share price closed at ₩245,000 on 26 October 2026, down 52.6% over three months but up 37.5% over one year.
What stands out
- Operating margin of 8.9% on a trailing basis is up from 6.9% in 2025, while annual net income fell to about ₩14B in 2025 from ₩108B in 2024.
- Liabilities are about 121% of equity and ROE is 3.5%, so returns on the capital base are modest.
- Valuation looks low on the numbers given: P/E of 13.7, P/B of 0.4 and a 2.1% dividend yield, though the year-end 2025 P/E of 167 reflects weak 2025 earnings.
- Foreign ownership rose to 31.7% from 27.8% over about 60 days, while institutions and retail were net sellers over the last 20 days.
- Recent headlines are mainly about Chipotle opening a second Korean store at the Gangnam department store and a brokerage cutting its target price to ₩380,000; the filings list includes preliminary earnings releases on 9 and 8 October 2026.
What to watch
- Full results and any further preliminary earnings disclosures, given the swing between 2025 weak net income and the stronger trailing operating profit.
- Net flows from foreign and institutional investors, and whether the share price holds well below its 52-week high of ₩792,000.
- Debt levels relative to cash, since borrowings are about 4.5 times cash and the data gives no interest cost detail.
Data as of Oct 26, 2026 · written 9h ago
This is not financial advice.
Also known as: Shinsegae / 신세계 / 004170 / KRX:004170
Source: KRX statistical information