NDFOS（A238090）株式概要NDFOS Co, Ltd.は韓国でテープとフィルムを製造・販売している。 詳細A238090 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より62.2%で取引されている 今年は黒字化を達成 リスク分析過去1年間で株主の希薄化は大幅に進んだ 意味のある時価総額がありません ( ₩73B )KR市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るA238090 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₩Current Price₩2.35k638.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-25b87b2016201920222025202620282031Revenue ₩35.0bEarnings ₩2.5bAdvancedSet Fair ValueView all narrativesNDFOS Co., Ltd. 競合他社Taekyung ChemicalSymbol: KOSE:A006890Market cap: ₩67.9bDSRSymbol: KOSE:A155660Market cap: ₩65.4bChin Yang IndustrySymbol: KOSE:A003780Market cap: ₩65.4bKukdong Oil & ChemicalsLtdSymbol: KOSE:A014530Market cap: ₩105.9b価格と性能株価の高値、安値、推移の概要NDFOS過去の株価現在の株価₩2,350.0052週高値₩4,150.0052週安値₩1,537.00ベータ0.541ヶ月の変化-17.69%3ヶ月変化-22.06%1年変化18.39%3年間の変化-11.82%5年間の変化-78.19%IPOからの変化-84.41%最新ニュースお知らせ • Jun 17NDFOS Co., Ltd. announced that it expects to receive KRW 20 billion in fundingNDFOS Co., Ltd. announced a private placement to issue Series 6 Unsecured Private Convertible Bonds for the proceeds of KRW 20,000,000,000 on June 17, 2026. Transaction involves participation of JK New Technology Fund No. 23 as an investor. Bond bears no interest and 4% yield to maturity. Bonds matures on June 25, 2029 and conversion price is KRW 2,633. Transaction is approved by board of directors and is expected to close by June 25, 2026. Bonds are restricted for 1 year from closing.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩2,590, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 9.0% over the past three years.Buy Or Sell Opportunity • May 27Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₩3,235. The fair value is estimated to be ₩2,463, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩2,875, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 1.1% over the past three years.New Risk • May 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩98.3b market cap, or US$66.9m).New Risk • Apr 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 31% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₩109.0b market cap, or US$73.7m).最新情報をもっと見るRecent updatesお知らせ • Jun 17NDFOS Co., Ltd. announced that it expects to receive KRW 20 billion in fundingNDFOS Co., Ltd. announced a private placement to issue Series 6 Unsecured Private Convertible Bonds for the proceeds of KRW 20,000,000,000 on June 17, 2026. Transaction involves participation of JK New Technology Fund No. 23 as an investor. Bond bears no interest and 4% yield to maturity. Bonds matures on June 25, 2029 and conversion price is KRW 2,633. Transaction is approved by board of directors and is expected to close by June 25, 2026. Bonds are restricted for 1 year from closing.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩2,590, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 9.0% over the past three years.Buy Or Sell Opportunity • May 27Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₩3,235. The fair value is estimated to be ₩2,463, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩2,875, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 1.1% over the past three years.New Risk • May 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩98.3b market cap, or US$66.9m).New Risk • Apr 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 31% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₩109.0b market cap, or US$73.7m).Buy Or Sell Opportunity • Apr 06Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 112% to ₩3,925. The fair value is estimated to be ₩3,037, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,340, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 19% over the past three years.お知らせ • Mar 25NDFOS Co., Ltd. announced that it has received KRW 11 billion in fundingOn March 24, 2026, NDFOS Co., Ltd. closed the transaction. The company issued series 5 bonds for gross proceeds of KRW 11,000,000,000. The transaction includes participation from Green Factory Fund for KRW 8,000,000,000 and Square Partners Fund for KRW 3,000,000,000. The bonds will be convertible into 3,831,417 shares at a conversion price of KRW 2,871 and conversion period is from March 24, 2027 and February 24, 2029.お知らせ • Mar 17NDFOS Co., Ltd. announced that it expects to receive KRW 15 billion in fundingNDFOS Co., Ltd. announced a private placement to issue Zero Coupon Series 5 Unregistered Interest Unsecured Private Convertible Bonds due March 24, 2029 for gross proceeds of KRW 15,000,000,000 on March 16, 2026. The transaction will include participation from new investors Green Factory Fund fpr KRW 10,000,000,000 and Square Partners Fund for KRW 5,000,000,000. The transaction has been approved by shareholders, expected to close on March 24, 2026, restricted to a hold period, 100% convertible into 5,224,660 shares at a fixed conversion price of KRW 2,871 from March 24, 2027 to February 24, 2029.お知らせ • Mar 14NDFOS Co., Ltd., Annual General Meeting, Mar 27, 2026NDFOS Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 224-7, hansam-ro, daeso-myeon, eumseong-gun, chungcheongbuk-do, South Koreaお知らせ • Mar 06NDFOS Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 999.99975 million.NDFOS Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 999.99975 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 579,710 Price\Range: KRW 1725 Transaction Features: Subsequent Direct Listing分析記事 • Nov 29NDFOS Co., Ltd.'s (KOSDAQ:238090) Shares Climb 27% But Its Business Is Yet to Catch UpNDFOS Co., Ltd. ( KOSDAQ:238090 ) shares have had a really impressive month, gaining 27% after a shaky period...分析記事 • Nov 18Here's What's Concerning About NDFOS' (KOSDAQ:238090) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Aug 13NDFOS (KOSDAQ:238090) Could Be Struggling To Allocate CapitalKOSDAQ:A238090 1 Year Share Price vs Fair Value Explore NDFOS's Fair Values from the Community and select yours What...分析記事 • Jul 07NDFOS Co., Ltd.'s (KOSDAQ:238090) Share Price Could Signal Some RiskThere wouldn't be many who think NDFOS Co., Ltd.'s ( KOSDAQ:238090 ) price-to-sales (or "P/S") ratio of 0.9x is worth a...分析記事 • Apr 01NDFOS Co., Ltd.'s (KOSDAQ:238090) Shares Climb 27% But Its Business Is Yet to Catch UpNDFOS Co., Ltd. ( KOSDAQ:238090 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...New Risk • Mar 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩52.1b market cap, or US$35.7m).お知らせ • Mar 13NDFOS Co., Ltd., Annual General Meeting, Mar 28, 2025NDFOS Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 224-7, hansam-ro, daeso-myeon, eumseong-gun, chungcheongbuk-do, South Korea分析記事 • Feb 03NDFOS Co., Ltd.'s (KOSDAQ:238090) 27% Share Price Plunge Could Signal Some RiskTo the annoyance of some shareholders, NDFOS Co., Ltd. ( KOSDAQ:238090 ) shares are down a considerable 27% in the last...New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩69.0b market cap, or US$48.0m).分析記事 • Dec 09NDFOS Co., Ltd. (KOSDAQ:238090) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, NDFOS Co., Ltd. ( KOSDAQ:238090 ) shares are down a considerable 27% in the last...New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2015. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2015 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩71.7b market cap, or US$50.4m).分析記事 • Aug 16NDFOS (KOSDAQ:238090) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 27NDFOS Co., Ltd.'s (KOSDAQ:238090) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in the Chemicals industry in Korea have price-to-sales ratios (or "P/S") below 0.7x...分析記事 • Apr 09Is NDFOS (KOSDAQ:238090) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 05NDFOS Co., Ltd.'s (KOSDAQ:238090) Share Price Could Signal Some RiskThere wouldn't be many who think NDFOS Co., Ltd.'s ( KOSDAQ:238090 ) price-to-sales (or "P/S") ratio of 1.2x is worth a...New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 6.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₩104.1b market cap, or US$80.3m).Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩4,980, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 60% over the past three years.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,840, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 52% over the past three years.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩6,300, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 52% over the past three years.お知らせ • Apr 07NDFOS Co., Ltd. announced that it has received KRW 12.999990826 billion in funding from Dae Yu Co., Ltd., Jokwang ILI Co., Ltd.On April 5, 2022, NDFOS Co., Ltd. closed the transaction.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩8,950, the stock trades at a trailing P/E ratio of 62.3x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total loss to shareholders of 42% over the past three years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩11,200, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 18x in the Chemicals industry in South Korea. Total returns to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improved over the past weekAfter last week's 34% share price gain to ₩5,880, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 21x in the Chemicals industry in South Korea. Total returns to shareholders of 106% over the past three years.分析記事 • Mar 16Update: NDFOS (KOSDAQ:238090) Stock Gained 53% In The Last Three YearsSome NDFOS Co., Ltd. ( KOSDAQ:238090 ) shareholders are probably rather concerned to see the share price fall 33% over...Is New 90 Day High Low • Mar 05New 90-day low: ₩4,305The company is down 33% from its price of ₩6,440 on 04 December 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.分析記事 • Feb 17Is NDFOS (KOSDAQ:238090) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Is New 90 Day High Low • Jan 28New 90-day low: ₩4,855The company is down 34% from its price of ₩7,400 on 30 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 34% over the same period.分析記事 • Jan 27Here's Why NDFOS's (KOSDAQ:238090) Statutory Earnings Are Arguably Too ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...Is New 90 Day High Low • Jan 12New 90-day low: ₩5,360The company is down 42% from its price of ₩9,230 on 14 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 33% over the same period.分析記事 • Jan 06What Do The Returns On Capital At NDFOS (KOSDAQ:238090) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Dec 28New 90-day low: ₩5,570The company is down 32% from its price of ₩8,240 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period.分析記事 • Dec 16NDFOS Co., Ltd.'s (KOSDAQ:238090) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at NDFOS' (KOSDAQ:238090) recent performance, when its stock has declined 25...分析記事 • Nov 25If You Had Bought NDFOS (KOSDAQ:238090) Shares Three Years Ago You'd Have Earned 101% ReturnsNDFOS Co., Ltd. (KOSDAQ:238090) shareholders might be concerned after seeing the share price drop 14% in the last...Is New 90 Day High Low • Oct 13New 90-day high: ₩9,700The company is up 181% from its price of ₩3,455 on 15 July 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period.株主還元A238090KR ChemicalsKR 市場7D-7.8%-4.3%10.0%1Y18.4%33.1%179.9%株主還元を見る業界別リターン: A238090過去 1 年間で33.1 % の収益を上げたKR Chemicals業界を下回りました。リターン対市場: A238090は、過去 1 年間で179.9 % のリターンを上げたKR市場を下回りました。価格変動Is A238090's price volatile compared to industry and market?A238090 volatilityA238090 Average Weekly Movement13.1%Chemicals Industry Average Movement8.9%Market Average Movement8.8%10% most volatile stocks in KR Market16.2%10% least volatile stocks in KR Market4.5%安定した株価: A238090の株価は、 KR市場と比較して過去 3 か月間で変動しています。時間の経過による変動: A238090の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてKRの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2010103n/awww.ndfos.comNDFOS Co., Ltd.は韓国でテープやフィルムを製造・販売している。携帯電話をはじめ、カム、有機ELテレビ、タブレットPC、電子書籍スマートウォッチ、ノートPC、ワイヤレスイヤホン、AIスピーカーなどのデバイスに使用される粘着テープや、自動車、建築、塗装、フロントガラス保護などの業界で使用されるフィルムを提供している。また、バイオ診断キットの開発、ワイヤレス通信ソリューションの提供も行っている。同社は2010年に設立され、韓国の殷城郡に本社を置いている。もっと見るNDFOS Co., Ltd. 基礎のまとめNDFOS の収益と売上を時価総額と比較するとどうか。A238090 基礎統計学時価総額₩73.09b収益（TTM）₩3.43b売上高(TTM)₩48.54b20.4xPER（株価収益率1.4xP/SレシオA238090 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A238090 損益計算書（TTM）収益₩48.54b売上原価₩32.51b売上総利益₩16.03bその他の費用₩12.61b収益₩3.43b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）115.30グロス・マージン33.03%純利益率7.06%有利子負債／自己資本比率12.6%A238090 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/22 02:23終値2026/06/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NDFOS Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.Se Hoon SohnNH Investment & Securities Co., Ltd.Joon HaShinhan Investment Corp.2 その他のアナリストを表示
お知らせ • Jun 17NDFOS Co., Ltd. announced that it expects to receive KRW 20 billion in fundingNDFOS Co., Ltd. announced a private placement to issue Series 6 Unsecured Private Convertible Bonds for the proceeds of KRW 20,000,000,000 on June 17, 2026. Transaction involves participation of JK New Technology Fund No. 23 as an investor. Bond bears no interest and 4% yield to maturity. Bonds matures on June 25, 2029 and conversion price is KRW 2,633. Transaction is approved by board of directors and is expected to close by June 25, 2026. Bonds are restricted for 1 year from closing.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩2,590, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 9.0% over the past three years.
Buy Or Sell Opportunity • May 27Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₩3,235. The fair value is estimated to be ₩2,463, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩2,875, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 1.1% over the past three years.
New Risk • May 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩98.3b market cap, or US$66.9m).
New Risk • Apr 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 31% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₩109.0b market cap, or US$73.7m).
お知らせ • Jun 17NDFOS Co., Ltd. announced that it expects to receive KRW 20 billion in fundingNDFOS Co., Ltd. announced a private placement to issue Series 6 Unsecured Private Convertible Bonds for the proceeds of KRW 20,000,000,000 on June 17, 2026. Transaction involves participation of JK New Technology Fund No. 23 as an investor. Bond bears no interest and 4% yield to maturity. Bonds matures on June 25, 2029 and conversion price is KRW 2,633. Transaction is approved by board of directors and is expected to close by June 25, 2026. Bonds are restricted for 1 year from closing.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₩2,590, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 9.0% over the past three years.
Buy Or Sell Opportunity • May 27Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₩3,235. The fair value is estimated to be ₩2,463, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩2,875, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 1.1% over the past three years.
New Risk • May 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (₩98.3b market cap, or US$66.9m).
New Risk • Apr 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 31% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (31% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₩109.0b market cap, or US$73.7m).
Buy Or Sell Opportunity • Apr 06Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 112% to ₩3,925. The fair value is estimated to be ₩3,037, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,340, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 19% over the past three years.
お知らせ • Mar 25NDFOS Co., Ltd. announced that it has received KRW 11 billion in fundingOn March 24, 2026, NDFOS Co., Ltd. closed the transaction. The company issued series 5 bonds for gross proceeds of KRW 11,000,000,000. The transaction includes participation from Green Factory Fund for KRW 8,000,000,000 and Square Partners Fund for KRW 3,000,000,000. The bonds will be convertible into 3,831,417 shares at a conversion price of KRW 2,871 and conversion period is from March 24, 2027 and February 24, 2029.
お知らせ • Mar 17NDFOS Co., Ltd. announced that it expects to receive KRW 15 billion in fundingNDFOS Co., Ltd. announced a private placement to issue Zero Coupon Series 5 Unregistered Interest Unsecured Private Convertible Bonds due March 24, 2029 for gross proceeds of KRW 15,000,000,000 on March 16, 2026. The transaction will include participation from new investors Green Factory Fund fpr KRW 10,000,000,000 and Square Partners Fund for KRW 5,000,000,000. The transaction has been approved by shareholders, expected to close on March 24, 2026, restricted to a hold period, 100% convertible into 5,224,660 shares at a fixed conversion price of KRW 2,871 from March 24, 2027 to February 24, 2029.
お知らせ • Mar 14NDFOS Co., Ltd., Annual General Meeting, Mar 27, 2026NDFOS Co., Ltd., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 224-7, hansam-ro, daeso-myeon, eumseong-gun, chungcheongbuk-do, South Korea
お知らせ • Mar 06NDFOS Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 999.99975 million.NDFOS Co., Ltd. has completed a Follow-on Equity Offering in the amount of KRW 999.99975 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 579,710 Price\Range: KRW 1725 Transaction Features: Subsequent Direct Listing
分析記事 • Nov 29NDFOS Co., Ltd.'s (KOSDAQ:238090) Shares Climb 27% But Its Business Is Yet to Catch UpNDFOS Co., Ltd. ( KOSDAQ:238090 ) shares have had a really impressive month, gaining 27% after a shaky period...
分析記事 • Nov 18Here's What's Concerning About NDFOS' (KOSDAQ:238090) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Aug 13NDFOS (KOSDAQ:238090) Could Be Struggling To Allocate CapitalKOSDAQ:A238090 1 Year Share Price vs Fair Value Explore NDFOS's Fair Values from the Community and select yours What...
分析記事 • Jul 07NDFOS Co., Ltd.'s (KOSDAQ:238090) Share Price Could Signal Some RiskThere wouldn't be many who think NDFOS Co., Ltd.'s ( KOSDAQ:238090 ) price-to-sales (or "P/S") ratio of 0.9x is worth a...
分析記事 • Apr 01NDFOS Co., Ltd.'s (KOSDAQ:238090) Shares Climb 27% But Its Business Is Yet to Catch UpNDFOS Co., Ltd. ( KOSDAQ:238090 ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
New Risk • Mar 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩52.1b market cap, or US$35.7m).
お知らせ • Mar 13NDFOS Co., Ltd., Annual General Meeting, Mar 28, 2025NDFOS Co., Ltd., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 224-7, hansam-ro, daeso-myeon, eumseong-gun, chungcheongbuk-do, South Korea
分析記事 • Feb 03NDFOS Co., Ltd.'s (KOSDAQ:238090) 27% Share Price Plunge Could Signal Some RiskTo the annoyance of some shareholders, NDFOS Co., Ltd. ( KOSDAQ:238090 ) shares are down a considerable 27% in the last...
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₩69.0b market cap, or US$48.0m).
分析記事 • Dec 09NDFOS Co., Ltd. (KOSDAQ:238090) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, NDFOS Co., Ltd. ( KOSDAQ:238090 ) shares are down a considerable 27% in the last...
New Risk • Dec 07New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2015. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2015 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩71.7b market cap, or US$50.4m).
分析記事 • Aug 16NDFOS (KOSDAQ:238090) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jun 27NDFOS Co., Ltd.'s (KOSDAQ:238090) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in the Chemicals industry in Korea have price-to-sales ratios (or "P/S") below 0.7x...
分析記事 • Apr 09Is NDFOS (KOSDAQ:238090) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 05NDFOS Co., Ltd.'s (KOSDAQ:238090) Share Price Could Signal Some RiskThere wouldn't be many who think NDFOS Co., Ltd.'s ( KOSDAQ:238090 ) price-to-sales (or "P/S") ratio of 1.2x is worth a...
New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 6.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₩104.1b market cap, or US$80.3m).
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩4,980, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 12x in the Chemicals industry in South Korea. Total loss to shareholders of 60% over the past three years.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩6,840, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 13x in the Chemicals industry in South Korea. Total loss to shareholders of 52% over the past three years.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩6,300, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 14x in the Chemicals industry in South Korea. Total loss to shareholders of 52% over the past three years.
お知らせ • Apr 07NDFOS Co., Ltd. announced that it has received KRW 12.999990826 billion in funding from Dae Yu Co., Ltd., Jokwang ILI Co., Ltd.On April 5, 2022, NDFOS Co., Ltd. closed the transaction.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩8,950, the stock trades at a trailing P/E ratio of 62.3x. Average trailing P/E is 16x in the Chemicals industry in South Korea. Total loss to shareholders of 42% over the past three years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩11,200, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 18x in the Chemicals industry in South Korea. Total returns to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improved over the past weekAfter last week's 34% share price gain to ₩5,880, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 21x in the Chemicals industry in South Korea. Total returns to shareholders of 106% over the past three years.
分析記事 • Mar 16Update: NDFOS (KOSDAQ:238090) Stock Gained 53% In The Last Three YearsSome NDFOS Co., Ltd. ( KOSDAQ:238090 ) shareholders are probably rather concerned to see the share price fall 33% over...
Is New 90 Day High Low • Mar 05New 90-day low: ₩4,305The company is down 33% from its price of ₩6,440 on 04 December 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
分析記事 • Feb 17Is NDFOS (KOSDAQ:238090) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Is New 90 Day High Low • Jan 28New 90-day low: ₩4,855The company is down 34% from its price of ₩7,400 on 30 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 34% over the same period.
分析記事 • Jan 27Here's Why NDFOS's (KOSDAQ:238090) Statutory Earnings Are Arguably Too ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
Is New 90 Day High Low • Jan 12New 90-day low: ₩5,360The company is down 42% from its price of ₩9,230 on 14 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 33% over the same period.
分析記事 • Jan 06What Do The Returns On Capital At NDFOS (KOSDAQ:238090) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Dec 28New 90-day low: ₩5,570The company is down 32% from its price of ₩8,240 on 29 September 2020. The South Korean market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period.
分析記事 • Dec 16NDFOS Co., Ltd.'s (KOSDAQ:238090) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?It is hard to get excited after looking at NDFOS' (KOSDAQ:238090) recent performance, when its stock has declined 25...
分析記事 • Nov 25If You Had Bought NDFOS (KOSDAQ:238090) Shares Three Years Ago You'd Have Earned 101% ReturnsNDFOS Co., Ltd. (KOSDAQ:238090) shareholders might be concerned after seeing the share price drop 14% in the last...
Is New 90 Day High Low • Oct 13New 90-day high: ₩9,700The company is up 181% from its price of ₩3,455 on 15 July 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period.
