CJ Logistics, KR7000120006

Hana cuts target for CJ Logistics stock to KRW 100,000

Published on 10/20/2026 at 03:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached KRW 3.38 trillion, up 10.90 percent year over year. CJ Logistics stock posted KRW 102 billion in operating profit.

Analyst view and operating base

Hana Securities cut its CJ Logistics target to KRW 100,000 on October 20, 2026.
Second-quarter revenue reached KRW 3.38 trillion, up 10.90 percent year over year.
The company faces a September 2027 deadline for canceling 12 percent of treasury shares.

CJ Logistics, KR7000120006, Illustration mit AI erstellt.

CJ Logistics (ISIN KR7000120006) became the subject of a sharper earnings debate after Hana Securities cut its target from KRW 120,000 to KRW 100,000 on October 20, 2026, as Asiae reported. The firm kept its Buy rating while expecting third-quarter results to fall short of consensus.

Target cut reflects near-term earnings

Hana Securities estimates third-quarter revenue of KRW 3.154 trillion, up 3.00 percent year over year, and operating profit of KRW 112.8 billion, down 24.00 percent. Both estimates are below consensus, according to Asiae.

The target reduction is 16.67 percent from KRW 120,000 to KRW 100,000. Hana Securities nevertheless expects parcel volume to increase 2.00 percent year over year and sees a return to growth from 2027.

What does the margin outlook mean?

The latest reported base remains stronger than the near-term forecast. In the second quarter of 2026, revenue reached KRW 3.38 trillion, up 10.90 percent year over year, while operating profit was KRW 102 billion at a 3.00 percent margin, according to ATS View. For investors, the key issue is whether parcel growth and contract logistics wins can offset weaker global operations.

Three dated signals for investors

On June 30, 2026, CJ Logistics reported second-quarter revenue of KRW 3.38 trillion and operating profit of KRW 102 billion, as ATS View summarized the DART accounts. On September 21, 2026, the company was reported as removed from the FTSE All-World Index by MarketScreener. On October 20, 2026, Hana Securities cut its target to KRW 100,000 while maintaining its Buy rating, according to Asiae.

Next date is September 2027

The next specifically dated corporate milestone is the September 2027 deadline for canceling 12.00 percent of treasury shares. Hana Securities also pointed to price increases and operating leverage from 2027 as longer-term factors, according to Asiae.

Stock closes at KRW 71,800

CJ Logistics closed at KRW 71,800 on the Korea Exchange on October 19, 2026. The dated close puts the analyst target of KRW 100,000 39.28 percent above the share price, but the current debate centers on profit timing rather than the long-term delivery network.