코웰패션 033290

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코웰패션(A033290) | Snapshot | 기업정보 | Company Guide

- 패션사업 부문 인적분할 등에 강세 4,200원(+6.73%) - 2023.07.28
  ▷전일 장 마감 후 패션사업 부문을 인적분할하여 분할 신설회사 폰드그룹 주식회사를 
  설립키로 결정(분할비율:분할존속회사:분할신설회사 = 0.6345328:0.3654672, 
  분할기일:2023-12-28, 상장예정일:2024-02-02) 공시.
  ▷존속회사에는 전자사업 부문과 자회사 로젠택배가 남고 분할 신설법인(가칭 폰드그룹)은 
  패션사업을 담당할 예정. 인적분할은 오는 12월 임시 주주총회를 거쳐 12월28일 최종 확정될 
  예정으로 신설회사는 한국거래소 심사를 받은 후 내년 2월2일 상장할 계획임.
  ▷이와 관련, 동사 관계자는 "인적분할을 통해 신설회사는 기존 저평가 됐던 패션사업의 
  가치를 제고하고 브랜드의 해외진출 및 확장을 계획 중"이라며 "존속회사는 부동산, 전자사업, 
  택배사업으로 특화해 전자부품 사업과 택배사업의 성장성에 대해 제대로 평가받을 수 
  있을 것"이라고 밝힘. 
  이어 "동사는 최대주주가 이미 지주회사로 지배구조가 공고한 상태"라며 "이번 인적분할의 
  목적이 사업부문의 핵심역량가치 부각과 사업경쟁력 강화인 만큼 지분율 변동으로 인한 
  지분가치 훼손은 없을 것"이라고 설명. 
- 자체 브랜드를 통한 해외 매출 본격화될 전망 Not Rated 현재주가(5.15) 4,600원 -
  하나대투 - 2023.05.16 2013년 0월 0일 (hanaw.com)
- 지난해 영업이익 창사 이래 최고치 경신 등에 급등 4,805원(+9.95%) - 2023.02.16
  ▷지난해 실적 발표. 22년 연결기준 매출액 1.19조원(전년대비 +77.01%), 
  영업이익 1,034.28억원(전년대비 +11.96%), 순이익 673.85억원(전년대비 +3.38%). 
  22년4분기 연결기준 매출액 3,443.10억원(전년동기대비 +2.07%), 
  영업이익 251.94억원(전년동기대비 -7.42%), 순이익 236.45억원(전년동기대비 +32.53%).
  ▷이와 관련, 동사는 지난해 경기불황에도 불구하고 신규브랜드 런칭 및 기존 브랜드 
  판매호조에 힘입어 전년대비 매출이 증가했으며, 연결 영업이익이 1000억원을 돌파하면서 
  창사 이래 최고치를 경신했다고 밝힘. 
- 견고한 본업 성장세. 21.4Q 컨센서스 부합 전망 매수 (유지) 목표주가 12,000원
  현재가 (2/7) 8,490원 - IBK투자 - 2022.02.08 analysis.downpdf (hankyung.com)
- 2Q20 Review: 패션 부문 매출액 YoY + 11.3%, 영업이익 YoY + 10.2% Buy (maintain) 
  T/P 8,000원 주가 6,050원 - 이베스트증권 - 2020.07.29
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=567065
 - 꾸준한 실적 성장 대비 저렴한 주가 BUY(Reinitiate) 주가(5/21): 5,690원 목표주가: 8,000원 -
   키움증권 - 2020.05.22
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=561254
- 코로나 수혜를 업고 성수기를 맞이한다! 매수(유지)｜T.P 7,500 원(유지) 
  현재주가(20/04/13) 4,935 원 -  SK증권 - 2020.04.14
  http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=557067
- ‘코로나 19’ 사태의 직·간접적인 수혜를 예상한다! 매수(유지)｜T.P 7,500 원(하향)
  주가(20/03/10) 5,120 원-SK증권 - 2020.03.11
  http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=553515
- 리레이팅 구간 진입, 보여줄 것이 무궁무진하다 BUY I TP(12M): 9,200원(상향) 
  CP(4월12일): 7,170원 - 하나대투 - 2019.04.15 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=520698
- 영리한 비즈니스 모델, 소비 불황기 더욱 빛을 발할 것 BUY(신규) I TP(12M): 7,400원(신규) 
  CP(3월11일): 5,550원 - 하나대투 - 2019.03.12 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=516667
- 꾸준한 성장세 지속 BUY(Maintain) 목표주가: 7,300원 주가(2/8): 4,890원 - 
  키움증권 - 2019.02.11 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=512671
- 불황에 강한 비즈니스 모델을 보유했다! KQ｜매수(신규편입)｜T.P 7,400 원(신규편입)
  주가(18/12/26) 4,430 원 -SK증권 - 2018.12.27
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=506815
- 패션사업부의 가파른 성장세가 돋보였던 실적 Not Rated 현재가 (18/11/02) 5,100원 -
  키움증권 - 2018.11.05 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=499839
- 돋보였던 패션부문 실적, 단단한 흐름 지속! BUY I TP(12M): 7,900원 I CP(11월 02일): 5,100원 -
  하나대투 - 2018.11.05
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=499870
- 펀더멘털 여전히 좋음, 오를 때가 되었다! BUY I TP(12M): 7,900원 I CP(10월 19일): 5,050원 -
  하나대투 - 2018.10.21
https://www.hanaw.com/download/research/FileServer/WEB/info/small_cap/2018/10/21/181022_CWfashion_1.pdf
- 이렇게 성장하는 의류주가 있나요? Not Rated 현재가 (18/09/18) 5,120원 - 
  키움증권 - 2018.09.19 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=493987
- 채널 및 카테고리 다각화 효과 결실 2분기부터 BUY I TP(12M): 6,800원 
  CP(3월27일): 4,755원 - 하나대투 - 2018.03.28
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2018/03/27/Cowell_1QPre_180328.pdf
- 4Q17 Re: 눈높이가 높았을 뿐 독보적 호실적은 분명 BUY I TP(12M): 6,800원
  CP(2월13일): 5,180원- 하나대투 - 2018.02.14
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=465158
- 롱패딩 열풍에 4분기 실적도 훈풍 BUY I TP(12M): 6,800원(상향) I CP(11월27일): 5,510원 -
  하나대투 - 2017.11.28
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=454411
- 3Q17 Re: 오해 받은 호실적 BUY I TP(12M): 6,300원(하향) I CP(11월6일): 4,700원 - 
  하나대투 - 2017.11.06
ttps://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2017/11/06/Cowell3QReview171107.pdf

- 2Q17 Re: 어닝 서프라이즈 시현 TP(12M): 6,000원(상향) I CP(8월1일): 4,175원 -
  하나대투 - 2017.08.02
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=438064  
- 2Q17 Review: 3분기 연속 사상 최대 영업이익 달성 Not rated - 한국투자 - 2017.08.02  
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=438173