Hotel Shilla's Earnings Set to Recover on Exit From Incheon Airport's DFS License -- Market Talk

Dow Jones

Sep 19, 2025

0525 GMT - Hotel Shilla's earnings are poised to recover long term on its exit from Incheon Airport's 'DF1 section' duty-free store license, Nomura's Siwoo Kim says, noting the company's announcement this week. The South Korean company concluded that losses over the remaining contract period would exceed the termination penalty, the analyst says in a research report. The luxury hotel operator is likely to fully suspend its airport DFS operations in 1Q 2026. Nomura lifts its 2026 operating margin forecast for Hotel Shilla to 6.6% from 2.9% due to the shut-down of the loss-making operations. The brokerage raises the stock's rating to buy from neutral and its target price to KRW72,000.00 from KRW49,000.00. Shares are 3.0% higher at KRW54,600.00. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

September 19, 2025 01:25 ET (05:25 GMT)

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The South Korean company concluded that losses over the remaining contract period would exceed the termination penalty, the analyst says in a research report. The luxury hotel operator is likely to fully suspend its airport DFS operations in 1Q 2026. Nomura lifts its 2026 operating margin forecast for Hotel Shilla to 6.6% from 2.9% due to the shut-down of the loss-making operations. The brokerage raises the stock's rating to buy from neutral and its target price to KRW72,000.00 from KRW49,000.00. Shares are 3.0% higher at KRW54,600.00. 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The South Korean company concluded that losses over the remaining contract period would exceed the termination penalty, the analyst says in a research report. The luxury hotel operator is likely to fully suspend its airport DFS operations in 1Q 2026. Nomura lifts its 2026 operating margin forecast for Hotel Shilla to 6.6% from 2.9% due to the shut-down of the loss-making operations. The brokerage raises the stock's rating to buy from neutral and its target price to KRW72,000.00 from KRW49,000.00. Shares are 3.0% higher at KRW54,600.00. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 19, 2025 01:25 ET (05:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DFS","symbol_name":"发现金融","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2568231074","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2568231074","pubTimestamp":1758259500,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0525 GMT - Hotel Shilla's earnings are poised to recover long term on its exit from Incheon Airport's 'DF1 section' duty-free store license, Nomura's Siwoo Kim says, noting the company's announcement this week. The South Korean company concluded that losses over the remaining contract period would exceed the termination penalty, the analyst says in a research report. The luxury hotel operator is likely to fully suspend its airport DFS operations in 1Q 2026. Nomura lifts its 2026 operating margin forecast for Hotel Shilla to 6.6% from 2.9% due to the shut-down of the loss-making operations. The brokerage raises the stock's rating to buy from neutral and its target price to KRW72,000.00 from KRW49,000.00. Shares are 3.0% higher at KRW54,600.00. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"DFS":"发现金融"},"translate_title":"新罗酒店退出仁川机场DFS许可证后盈利将恢复——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DFS":1.5},"content_text":"0525 GMT - Hotel Shilla's earnings are poised to recover long term on its exit from Incheon Airport's 'DF1 section' duty-free store license, Nomura's Siwoo Kim says, noting the company's announcement this week. The South Korean company concluded that losses over the remaining contract period would exceed the termination penalty, the analyst says in a research report. The luxury hotel operator is likely to fully suspend its airport DFS operations in 1Q 2026. Nomura lifts its 2026 operating margin forecast for Hotel Shilla to 6.6% from 2.9% due to the shut-down of the loss-making operations. The brokerage raises the stock's rating to buy from neutral and its target price to KRW72,000.00 from KRW49,000.00. Shares are 3.0% higher at KRW54,600.00. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 19, 2025 01:25 ET (05:25 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}