View Future GrowthDragonfly GF 過去の業績過去 基準チェック /06Dragonfly GFの収益は年間平均-22.9%の割合で減少していますが、 Entertainment業界の収益は年間 増加しています。収益は年間1.1% 42.6%割合で 増加しています。主要情報-22.94%収益成長率10.16%EPS成長率Entertainment 業界の成長12.56%収益成長率42.62%株主資本利益率-93.42%ネット・マージン-63.13%前回の決算情報31 Mar 2025最近の業績更新Reported Earnings • Mar 20Full year 2023 earnings released: ₩417 loss per share (vs ₩347 loss in FY 2022)Full year 2023 results: ₩417 loss per share (further deteriorated from ₩347 loss in FY 2022). Revenue: ₩16.6b (up 134% from FY 2022). Net loss: ₩27.7b (loss widened 92% from FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 22Full year 2022 earnings released: ₩347 loss per share (vs ₩736 loss in FY 2021)Full year 2022 results: ₩347 loss per share (improved from ₩736 loss in FY 2021). Revenue: ₩7.10b (up 13% from FY 2021). Net loss: ₩14.4b (loss narrowed 6.9% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year.Reported Earnings • Mar 19Full year 2020 earnings released: ₩508 loss per share (vs ₩359 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₩3.78b (down 38% from FY 2019). Net loss: ₩8.20b (loss widened 43% from FY 2019).すべての更新を表示Recent updatesお知らせ • Mar 17Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2026Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 80, seochojungang-ro 22-gil, seocho-gu, seoul South Koreaお知らせ • Mar 21Dragonfly GF Co., Ltd announced that it expects to receive KRW 1 billion in fundingDragonfly GF Co., Ltd announced a private placement to issue a series 20 Unsecured Convertible Bonds due March 21, 2028, for Proceeds of KRW 1000,000,000 on March 20, 2025. The transaction will include participation from Investor HK No.2 Fund. The transaction has been approved by the board of directors, restricted to a hold period and expected to close on March 21, 2025. The bonds bear a 2% Coupon rate and are 100% convertible into 912,408 shares at a conversion price of KRW 1,096 with a conversion period between March 21, 2026, to February 21, 2028.分析記事 • Mar 20Investors Aren't Entirely Convinced By Dragonfly GF Co., Ltd's (KOSDAQ:030350) RevenuesWhen close to half the companies operating in the Entertainment industry in Korea have price-to-sales ratios (or "P/S...New Risk • Mar 17New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₩13.8b (US$9.56m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 33% per year over the past 5 years. Market cap is less than US$10m (₩13.8b market cap, or US$9.56m).お知らせ • Mar 15Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2025Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 80, seochojungang-ro 22-gil, seocho-gu, seoul South Koreaお知らせ • Mar 12Dragonfly GF Co., Ltd announced that it expects to receive KRW 2.5 billion in fundingDragonfly GF Co., Ltd announced a private placement to issue 2% Series 19 Unsecured Convertible Bonds With Unregistered Interest due March 17, 2028 for gross proceeds of KRW 2,500,000,000 on March 11, 2025. The transaction will include participation from new investor HK No.2 Fund. The transaction has been approved by shareholders, restricted to a hold period and is expected to close on March 17, 2025, bears 2% coupon rate, 6% maturity rate, 100% convertible into 1,956,181 shares at a fixed conversion price of KRW 1,278 from March 17, 2026 to February 17, 2028 and matures on March 17, 2028.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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Market cap is less than US$100m (₩20.7b market cap, or US$14.4m).New Risk • Dec 09New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩7.6b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩7.6b free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 33% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩17.3b market cap, or US$12.0m).Board Change • Dec 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Dec 07New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (₩17.3b market cap, or US$12.1m).分析記事 • Dec 04Dragonfly GF Co., Ltd's (KOSDAQ:030350) Subdued P/S Might Signal An OpportunityDragonfly GF Co., Ltd's ( KOSDAQ:030350 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right...New Risk • Dec 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩7.6b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩7.6b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 33% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩14.6b market cap, or US$10.4m).Board Change • Nov 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Nov 08New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₩3.29b (US$2.35m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 34% per year over the past 5 years. Market cap is less than US$10m (₩3.29b market cap, or US$2.35m).New Risk • Sep 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩8.1b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 34% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩31.4b market cap, or US$23.4m).分析記事 • Aug 21Health Check: How Prudently Does Dragonfly GF (KOSDAQ:030350) Use Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 21The Market Lifts Dragonfly GF Co., Ltd (KOSDAQ:030350) Shares 27% But It Can Do MoreDragonfly GF Co., Ltd ( KOSDAQ:030350 ) shares have had a really impressive month, gaining 27% after a shaky period...分析記事 • Jun 14Market Cool On Dragonfly GF Co., Ltd's (KOSDAQ:030350) RevenuesWith a price-to-sales (or "P/S") ratio of 1x Dragonfly GF Co., Ltd ( KOSDAQ:030350 ) may be sending bullish signals at...分析記事 • Mar 21Does Dragonfly GF (KOSDAQ:030350) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 20Full year 2023 earnings released: ₩417 loss per share (vs ₩347 loss in FY 2022)Full year 2023 results: ₩417 loss per share (further deteriorated from ₩347 loss in FY 2022). Revenue: ₩16.6b (up 134% from FY 2022). Net loss: ₩27.7b (loss widened 92% from FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.New Risk • Dec 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 8.5% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-₩12b free cash flow). Earnings have declined by 23% per year over the past 5 years. Shareholders have been substantially diluted in the past year (68% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₩52.5b market cap, or US$40.5m).New Risk • Aug 31New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩13b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩13b free cash flow). Earnings have declined by 26% per year over the past 5 years. Shareholders have been substantially diluted in the past year (68% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (₩39.4b market cap, or US$29.8m).New Risk • Aug 23New 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 9.3% 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 Risks Earnings have declined by 30% per year over the past 5 years. Shareholders have been substantially diluted in the past year (68% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₩42.0b market cap, or US$31.3m).お知らせ • Jun 10Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 999.99984 million.Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 999.99984 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,680,672 Price\Range: KRW 595 Transaction Features: Subsequent Direct ListingReported Earnings • Mar 22Full year 2022 earnings released: ₩347 loss per share (vs ₩736 loss in FY 2021)Full year 2022 results: ₩347 loss per share (improved from ₩736 loss in FY 2021). Revenue: ₩7.10b (up 13% from FY 2021). Net loss: ₩14.4b (loss narrowed 6.9% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year.お知らせ • Feb 10Dragonfly GF Co., Ltd announced that it expects to receive KRW 7.49999993 billion in funding from Citylabs Co.,Ltd.Dragonfly GF Co., Ltd announced a private placement of 10,067,114 shares at an issue price of KRW 745 per share for a gross proceeds of KRW 7,499,999,930 on February 8, 2023. The transaction will include participation from new investor, Citylabs Co.,Ltd. for 10,067,114 shares. The company issued shares through third party allotment method. The transaction is expected to close on March 24, 2023. The transaction has been approved by the board of directors of the company.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Sep 08Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 15.99574 billion.Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 15.99574 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,119,665 Price\Range: KRW 1970 Discount Per Security: KRW 29.55 Transaction Features: Rights Offering分析記事 • Mar 19Will Dragonfly GF (KOSDAQ:030350) Spend Its Cash Wisely?Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Reported Earnings • Mar 19Full year 2020 earnings released: ₩508 loss per share (vs ₩359 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₩3.78b (down 38% from FY 2019). Net loss: ₩8.20b (loss widened 43% from FY 2019).Is New 90 Day High Low • Feb 24New 90-day low: ₩2,265The company is down 28% from its price of ₩3,140 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 18% over the same period.Is New 90 Day High Low • Jan 04New 90-day low: ₩2,465The company is down 7.0% from its price of ₩2,640 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 4.0% over the same period.お知らせ • Nov 10+ 1 more updateDragonfly GF Co., Ltd announced that it expects to receive KRW 10 billion in fundingDragonfly GF Co., Ltd (KOSDAQ:A030350) announced a private placement of 16th non-guaranteed private convertible bonds with bearer interest for gross proceeds of KRW 10,000,000,000 on November 9, 2020. The transaction will include participation from single investor BEN Global Fund. The bonds carry fixed coupon rate of 1% and yield to maturity is 1%. The bonds will mature on January 29, 2024. The bonds will be 100% converted into 3,233,107 common shares representing 16.8% of the company at a fixed conversion price of KRW 3,093 per share from January 29, 2022 to January 29, 2024. The payment date of the transaction is January 29, 2021. The transaction has been approved by the board of directors of the company. The securities issued in the transaction are subject to a lock up period of 1 year.Is New 90 Day High Low • Nov 09New 90-day high: ₩4,055The company is up 21% from its price of ₩3,365 on 11 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 7.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day low: ₩2,420The company is down 10.0% from its price of ₩2,680 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 14% over the same period.収支内訳Dragonfly GF の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KOSDAQ:A030350 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Mar 2518,387-11,60823,8802,12131 Dec 2425,627-14,05331,2642,40430 Sep 2431,601-28,12242,3082,59430 Jun 2428,791-29,73339,0662,86731 Mar 2425,563-29,13537,8202,96431 Dec 2316,618-27,65528,8112,74730 Sep 238,801-13,43414,7892,55230 Jun 238,245-13,80914,2652,26331 Mar 237,850-11,83312,0902,02331 Dec 227,097-14,43011,7031,91830 Sep 226,532-21,6279,8631,92430 Jun 227,075-19,9939,0761,79031 Mar 227,166-18,9827,9661,76631 Dec 216,297-15,4926,5391,71530 Sep 215,541-9,3485,9661,68830 Jun 214,398-8,7384,7571,76031 Mar 213,690-8,1454,1041,70931 Dec 203,777-8,1954,3641,81630 Sep 203,831-5,6293,9003,20030 Jun 204,102-5,7883,8803,50631 Mar 206,132-5,7195,5223,64731 Dec 196,081-5,7505,5303,62331 Dec 186,374-8,6886,3204,76330 Jun 179,005-1,0215,0192,73231 Mar 179,957-1,8204,9132,15631 Dec 1610,939-3004,9802,13130 Sep 1614,511-4,6093,1652,28530 Jun 1615,265-5,5303,4222,45631 Mar 1615,621-6,9083,6092,68831 Dec 1516,520-7,2663,5302,92030 Sep 1514,569-11,1106,3332,54130 Jun 1515,645-9,9496,6832,71631 Mar 1518,543-8,7596,5052,75231 Dec 1419,613-9,1936,6103,34530 Sep 1420,862-28,50710,3764,56230 Jun 1422,810-32,82213,9285,370質の高い収益: A030350は現在利益が出ていません。利益率の向上: A030350は現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A030350は利益が出ておらず、過去 5 年間で損失は年間22.9%の割合で増加しています。成長の加速: A030350の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: A030350は利益が出ていないため、過去 1 年間の収益成長をEntertainment業界 ( -7.6% ) と比較することは困難です。株主資本利益率高いROE: A030350は現在利益が出ていないため、自己資本利益率 ( -93.42% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health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2025/06/18 00:35終値2025/03/21 00:00収益2025/03/31年間収益2024/12/31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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Dragonfly GF 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。2 アナリスト機関Sang-Hun LeeiM SecuritiesKwan Soon ChoiSK Securities Co., Ltd.
Reported Earnings • Mar 20Full year 2023 earnings released: ₩417 loss per share (vs ₩347 loss in FY 2022)Full year 2023 results: ₩417 loss per share (further deteriorated from ₩347 loss in FY 2022). Revenue: ₩16.6b (up 134% from FY 2022). Net loss: ₩27.7b (loss widened 92% from FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 22Full year 2022 earnings released: ₩347 loss per share (vs ₩736 loss in FY 2021)Full year 2022 results: ₩347 loss per share (improved from ₩736 loss in FY 2021). Revenue: ₩7.10b (up 13% from FY 2021). Net loss: ₩14.4b (loss narrowed 6.9% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year.
Reported Earnings • Mar 19Full year 2020 earnings released: ₩508 loss per share (vs ₩359 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₩3.78b (down 38% from FY 2019). Net loss: ₩8.20b (loss widened 43% from FY 2019).
お知らせ • Mar 17Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2026Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 80, seochojungang-ro 22-gil, seocho-gu, seoul South Korea
お知らせ • Mar 21Dragonfly GF Co., Ltd announced that it expects to receive KRW 1 billion in fundingDragonfly GF Co., Ltd announced a private placement to issue a series 20 Unsecured Convertible Bonds due March 21, 2028, for Proceeds of KRW 1000,000,000 on March 20, 2025. The transaction will include participation from Investor HK No.2 Fund. The transaction has been approved by the board of directors, restricted to a hold period and expected to close on March 21, 2025. The bonds bear a 2% Coupon rate and are 100% convertible into 912,408 shares at a conversion price of KRW 1,096 with a conversion period between March 21, 2026, to February 21, 2028.
分析記事 • Mar 20Investors Aren't Entirely Convinced By Dragonfly GF Co., Ltd's (KOSDAQ:030350) RevenuesWhen close to half the companies operating in the Entertainment industry in Korea have price-to-sales ratios (or "P/S...
New Risk • Mar 17New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₩13.8b (US$9.56m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 33% per year over the past 5 years. Market cap is less than US$10m (₩13.8b market cap, or US$9.56m).
お知らせ • Mar 15Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2025Dragonfly GF Co., Ltd, Annual General Meeting, Mar 31, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 80, seochojungang-ro 22-gil, seocho-gu, seoul South Korea
お知らせ • Mar 12Dragonfly GF Co., Ltd announced that it expects to receive KRW 2.5 billion in fundingDragonfly GF Co., Ltd announced a private placement to issue 2% Series 19 Unsecured Convertible Bonds With Unregistered Interest due March 17, 2028 for gross proceeds of KRW 2,500,000,000 on March 11, 2025. The transaction will include participation from new investor HK No.2 Fund. The transaction has been approved by shareholders, restricted to a hold period and is expected to close on March 17, 2025, bears 2% coupon rate, 6% maturity rate, 100% convertible into 1,956,181 shares at a fixed conversion price of KRW 1,278 from March 17, 2026 to February 17, 2028 and matures on March 17, 2028.
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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Market cap is less than US$100m (₩20.7b market cap, or US$14.4m).
New Risk • Dec 09New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩7.6b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩7.6b free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 33% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩17.3b market cap, or US$12.0m).
Board Change • Dec 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Dec 07New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (₩17.3b market cap, or US$12.1m).
分析記事 • Dec 04Dragonfly GF Co., Ltd's (KOSDAQ:030350) Subdued P/S Might Signal An OpportunityDragonfly GF Co., Ltd's ( KOSDAQ:030350 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right...
New Risk • Dec 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩7.6b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩7.6b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 33% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩14.6b market cap, or US$10.4m).
Board Change • Nov 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Nov 08New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₩3.29b (US$2.35m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 34% per year over the past 5 years. Market cap is less than US$10m (₩3.29b market cap, or US$2.35m).
New Risk • Sep 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩8.1b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 34% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩31.4b market cap, or US$23.4m).
分析記事 • Aug 21Health Check: How Prudently Does Dragonfly GF (KOSDAQ:030350) Use Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 21The Market Lifts Dragonfly GF Co., Ltd (KOSDAQ:030350) Shares 27% But It Can Do MoreDragonfly GF Co., Ltd ( KOSDAQ:030350 ) shares have had a really impressive month, gaining 27% after a shaky period...
分析記事 • Jun 14Market Cool On Dragonfly GF Co., Ltd's (KOSDAQ:030350) RevenuesWith a price-to-sales (or "P/S") ratio of 1x Dragonfly GF Co., Ltd ( KOSDAQ:030350 ) may be sending bullish signals at...
分析記事 • Mar 21Does Dragonfly GF (KOSDAQ:030350) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 20Full year 2023 earnings released: ₩417 loss per share (vs ₩347 loss in FY 2022)Full year 2023 results: ₩417 loss per share (further deteriorated from ₩347 loss in FY 2022). Revenue: ₩16.6b (up 134% from FY 2022). Net loss: ₩27.7b (loss widened 92% from FY 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
New Risk • Dec 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 8.5% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-₩12b free cash flow). Earnings have declined by 23% per year over the past 5 years. Shareholders have been substantially diluted in the past year (68% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₩52.5b market cap, or US$40.5m).
New Risk • Aug 31New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩13b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩13b free cash flow). Earnings have declined by 26% per year over the past 5 years. Shareholders have been substantially diluted in the past year (68% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (₩39.4b market cap, or US$29.8m).
New Risk • Aug 23New 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 9.3% 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 Risks Earnings have declined by 30% per year over the past 5 years. Shareholders have been substantially diluted in the past year (68% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (₩42.0b market cap, or US$31.3m).
お知らせ • Jun 10Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 999.99984 million.Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 999.99984 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,680,672 Price\Range: KRW 595 Transaction Features: Subsequent Direct Listing
Reported Earnings • Mar 22Full year 2022 earnings released: ₩347 loss per share (vs ₩736 loss in FY 2021)Full year 2022 results: ₩347 loss per share (improved from ₩736 loss in FY 2021). Revenue: ₩7.10b (up 13% from FY 2021). Net loss: ₩14.4b (loss narrowed 6.9% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year.
お知らせ • Feb 10Dragonfly GF Co., Ltd announced that it expects to receive KRW 7.49999993 billion in funding from Citylabs Co.,Ltd.Dragonfly GF Co., Ltd announced a private placement of 10,067,114 shares at an issue price of KRW 745 per share for a gross proceeds of KRW 7,499,999,930 on February 8, 2023. The transaction will include participation from new investor, Citylabs Co.,Ltd. for 10,067,114 shares. The company issued shares through third party allotment method. The transaction is expected to close on March 24, 2023. The transaction has been approved by the board of directors of the company.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Sep 08Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 15.99574 billion.Dragonfly GF Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 15.99574 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,119,665 Price\Range: KRW 1970 Discount Per Security: KRW 29.55 Transaction Features: Rights Offering
分析記事 • Mar 19Will Dragonfly GF (KOSDAQ:030350) Spend Its Cash Wisely?Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Reported Earnings • Mar 19Full year 2020 earnings released: ₩508 loss per share (vs ₩359 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₩3.78b (down 38% from FY 2019). Net loss: ₩8.20b (loss widened 43% from FY 2019).
Is New 90 Day High Low • Feb 24New 90-day low: ₩2,265The company is down 28% from its price of ₩3,140 on 26 November 2020. The South Korean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 18% over the same period.
Is New 90 Day High Low • Jan 04New 90-day low: ₩2,465The company is down 7.0% from its price of ₩2,640 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 4.0% over the same period.
お知らせ • Nov 10+ 1 more updateDragonfly GF Co., Ltd announced that it expects to receive KRW 10 billion in fundingDragonfly GF Co., Ltd (KOSDAQ:A030350) announced a private placement of 16th non-guaranteed private convertible bonds with bearer interest for gross proceeds of KRW 10,000,000,000 on November 9, 2020. The transaction will include participation from single investor BEN Global Fund. The bonds carry fixed coupon rate of 1% and yield to maturity is 1%. The bonds will mature on January 29, 2024. The bonds will be 100% converted into 3,233,107 common shares representing 16.8% of the company at a fixed conversion price of KRW 3,093 per share from January 29, 2022 to January 29, 2024. The payment date of the transaction is January 29, 2021. The transaction has been approved by the board of directors of the company. The securities issued in the transaction are subject to a lock up period of 1 year.
Is New 90 Day High Low • Nov 09New 90-day high: ₩4,055The company is up 21% from its price of ₩3,365 on 11 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 7.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: ₩2,420The company is down 10.0% from its price of ₩2,680 on 26 June 2020. The South Korean market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 14% over the same period.