以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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KT&G (033780.KS)
10 atoms · 跨 1 天 · 首见 2026-04-28 · 最近 2026-04-28
三色: 🟦 fact 5 · 🟥 take 5 · stance ▲5/▼0/◆0
来源: X 10
时态: fresh:9 · aging:1
标签: 好数字:9 · 好观点:1
叙事 (narrative) (1)
- 2026-04-28
[老化中] · price inelasticity due to no substitute
the engineers literally cannot decline, because there is no substitute
tags: 好观点 · → daily
value: direction=positive · date=current
预测 (forecast) (4)
- 2026-04-28 · projected EBITDA margin after price hike
group EBITDA margin from 28% to 34%
tags: 好数字 · → daily
value: qty=34% · date=post-hike
- 2026-04-28 · incremental operating profit from 15% price hike
₩370B of incremental operating profit from one SKU repricing
tags: 好数字 · → daily
value: qty=₩370B · date=post-hike
- 2026-04-28 · EPS growth from two price hikes
two hikes in eighteen months which gets you 25% EPS growth
tags: 好数字 · → daily
value: qty=25% · date=in 18 months
- 2026-04-28 · forward PE multiple projection
multiple goes from 9× to 22× before consensus catches up
tags: 好数字 · → daily
value: qty=22× · date=post-consensus catch-up
事实 (fact) (5)
- 2026-04-28 · ESSE Change 1mg gross margin
ESSE Change runs ~38% gross margin
tags: 好数字 · → daily
value: qty=38% · date=current
- 2026-04-28 · group average gross margin
52% group average
tags: 好数字 · → daily
value: qty=52% · date=current
- 2026-04-28 · group EBITDA margin
group EBITDA margin from 28% to 34%
tags: 好数字 · → daily
value: qty=28% · date=current
- 2026-04-28 · revenue
On ₩6.1T of revenue
tags: 好数字 · → daily
value: qty=₩6.1T · date=current
- 2026-04-28 · market cap
₩9.8T market cap
tags: 好数字 · → daily
value: qty=₩9.8T · date=current
时间轴 (近 20)
- 2026-04-28 ·
fact · ESSE Change 1mg gross margin · → daily
- 2026-04-28 ·
fact · group average gross margin · → daily
- 2026-04-28 ·
fact · group EBITDA margin · → daily
- 2026-04-28 ·
forecast · projected EBITDA margin after price hike · → daily
- 2026-04-28 ·
fact · revenue · → daily
- 2026-04-28 ·
fact · market cap · → daily
- 2026-04-28 ·
forecast · incremental operating profit from 15% price hike · → daily
- 2026-04-28 ·
forecast · EPS growth from two price hikes · → daily
- 2026-04-28 ·
forecast · forward PE multiple projection · → daily
- 2026-04-28 ·
narrative · price inelasticity due to no substitute · → daily
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