RF Materials（A327260）株式概要アールエフマテリアル株式会社は、光通信用パッケージの開発、製造、販売を韓国内外で行っています。 詳細A327260 ファンダメンタル分析スノーフレーク・スコア評価0/6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報酬今年は黒字化を達成 リスク分析KR市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るA327260 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₩94.50k2.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b115b2016201920222025202620282031Revenue ₩115.5bEarnings ₩12.7bAdvancedSet Fair ValueView all narrativesRF Materials Co., Ltd. 競合他社LX SemiconSymbol: KOSE:A108320Market cap: ₩845.7bNepesSymbol: KOSDAQ:A033640Market cap: ₩682.6bAUKSymbol: KOSE:A017900Market cap: ₩627.0bADTechnologyLtdSymbol: KOSDAQ:A200710Market cap: ₩511.2b価格と性能株価の高値、安値、推移の概要RF Materials過去の株価現在の株価₩94,500.0052週高値₩126,600.0052週安値₩5,150.00ベータ1.521ヶ月の変化-11.52%3ヶ月変化145.45%1年変化1,633.95%3年間の変化687.50%5年間の変化552.85%IPOからの変化459.17%最新ニュースお知らせ • Apr 10RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion.RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 500,000 Price\Range: KRW 56300 Discount Per Security: KRW 112.6 Transaction Features: Rights Offering分析記事 • Mar 27RF Materials' (KOSDAQ:327260) Promising Earnings May Rest On Soft FoundationsRF Materials Co., Ltd. ( KOSDAQ:327260 ) just reported some strong earnings, and the market reacted accordingly with a...お知らせ • Mar 10RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 49, sandan-ro 20beon-gil, danwon-gu, gyeonggi-do, ansan South Korea分析記事 • Jan 26RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 37% But Its Business Is Yet to Catch UpRF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have continued their recent momentum with a 37% gain in the last month...分析記事 • Dec 24RF Materials' (KOSDAQ:327260) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Dec 03RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, RF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have been powering on, with a gain of...最新情報をもっと見るRecent updatesお知らせ • Apr 10RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion.RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 500,000 Price\Range: KRW 56300 Discount Per Security: KRW 112.6 Transaction Features: Rights Offering分析記事 • Mar 27RF Materials' (KOSDAQ:327260) Promising Earnings May Rest On Soft FoundationsRF Materials Co., Ltd. ( KOSDAQ:327260 ) just reported some strong earnings, and the market reacted accordingly with a...お知らせ • Mar 10RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 49, sandan-ro 20beon-gil, danwon-gu, gyeonggi-do, ansan South Korea分析記事 • Jan 26RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 37% But Its Business Is Yet to Catch UpRF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have continued their recent momentum with a 37% gain in the last month...分析記事 • Dec 24RF Materials' (KOSDAQ:327260) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Dec 03RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, RF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have been powering on, with a gain of...分析記事 • Nov 01Here's Why RF Materials (KOSDAQ:327260) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • Oct 13New 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 11% 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 36% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩127.9b market cap, or US$89.6m).New Risk • Sep 10New 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 8.1% 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 36% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩86.8b market cap, or US$62.5m).分析記事 • Sep 08What RF Materials Co., Ltd.'s (KOSDAQ:327260) 28% Share Price Gain Is Not Telling YouRF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have continued their recent momentum with a 28% gain in the last month...分析記事 • Sep 05RF Materials (KOSDAQ:327260) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Jul 30Is RF Materials (KOSDAQ:327260) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 02There's Reason For Concern Over RF Materials Co., Ltd.'s (KOSDAQ:327260) PriceWith a median price-to-sales (or "P/S") ratio of close to 1.3x in the Semiconductor industry in Korea, you could be...New Risk • Apr 07New 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 8.6% 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 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (₩39.6b market cap, or US$27.1m).分析記事 • Mar 19Does RF Materials (KOSDAQ:327260) 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...お知らせ • Mar 13RF Materials Co., Ltd., Annual General Meeting, Mar 27, 2025RF Materials Co., Ltd., Annual General Meeting, Mar 27, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 49, sandan-ro 20beon-gil, danwon-gu, gyeonggi-do, ansan South KoreaNew Risk • Feb 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 9.7% 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 9.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.7% average weekly change). Market cap is less than US$100m (₩51.9b market cap, or US$35.7m).分析記事 • Jan 20RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 28% But Its Business Is Yet to Catch UpRF Materials Co., Ltd. ( KOSDAQ:327260 ) shareholders are no doubt pleased to see that the share price has bounced 28...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 (₩40.5b market cap, or US$28.2m).New Risk • Dec 09New 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 8.8% 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 9.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (₩35.2b market cap, or US$24.5m).分析記事 • Dec 06RF Materials Co., Ltd.'s (KOSDAQ:327260) Popularity With Investors Under Threat As Stock Sinks 26%RF Materials Co., Ltd. ( KOSDAQ:327260 ) shareholders that were waiting for something to happen have been dealt a blow...New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 9.5% 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 9.5% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩44.4b market cap, or US$31.9m).分析記事 • Nov 21Health Check: How Prudently Does RF Materials (KOSDAQ:327260) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 16RF Materials Co., Ltd.'s (KOSDAQ:327260) 26% Share Price Plunge Could Signal Some RiskRF Materials Co., Ltd. ( KOSDAQ:327260 ) shareholders won't be pleased to see that the share price has had a very rough...分析記事 • Jul 31Is RF Materials (KOSDAQ:327260) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Jul 15New 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 8.4% 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: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₩93.2b market cap, or US$67.5m).分析記事 • May 30Subdued Growth No Barrier To RF Materials Co., Ltd. (KOSDAQ:327260) With Shares Advancing 27%RF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have had a really impressive month, gaining 27% after a shaky period...お知らせ • Apr 09Kyobo 12 Special Purpose Acquisition Company (KOSDAQ:A421800) agreed to acquire an unknown stake in RF Systems Co., Ltd.Kyobo 12 Special Purpose Acquisition Company (KOSDAQ:A421800) agreed to acquire an unknown stake in RF Systems Co., Ltd. on April 8, 2024. When the merger of RF Systems Co., Ltd. and Kyobo 12 Special Purpose Acquisition Company is completed, RF Systems Co., Ltd. becomes the surviving corporation, Kyobo 12 Special Purpose Acquisition Company becomes a defunct corporation, and RF Systems Co., Ltd., the surviving corporation.Reported Earnings • Mar 26Full year 2023 earnings released: ₩80.00 loss per share (vs ₩411 profit in FY 2022)Full year 2023 results: ₩80.00 loss per share (down from ₩411 profit in FY 2022). Revenue: ₩47.9b (down 5.0% from FY 2022). Net loss: ₩668.8m (down 120% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%).New Risk • Nov 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 5.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (₩85.1b market cap, or US$65.5m).New Risk • Nov 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (₩85.8b market cap, or US$64.3m).Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩11,480, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 13% over the past three years.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩15,400, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 44% over the past three years.Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩411 (vs ₩230 loss in FY 2021)Full year 2022 results: EPS: ₩411 (up from ₩230 loss in FY 2021). Revenue: ₩50.4b (up 34% from FY 2021). Net income: ₩3.34b (up ₩4.25b from FY 2021). Profit margin: 6.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩11,350, the stock trades at a trailing P/E ratio of 73.6x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total loss to shareholders of 2.8% over the past year.お知らせ • Jun 17RF Materials Co., Ltd. announced that it expects to receive KRW 10 billion in fundingRF Materials Co., Ltd. announced a private placement of series 5 Non-guaranteed Private convertible bonds with Bearer Type Interest Part for gross proceeds of KRW 10,000,000,000 on June 15, 2022. The transaction will include participation from NH eBest, Senior Manager, New Technology Fund No. 1 for KRW 5,000,000,000, SKS IB New Materials and New Technology Fund No. 1 for KRW 3,000,000,000, NH Absolute Return General Private Equity Trust No. 1 for KRW 1,500,000,000 and NH Absolute KOSDAQ Venture Mezzanine Alpha General Private Equity Trust No. 1 for KRW 500,000,000. The bonds do not carry any interest. The maturity date of the bonds is June 17, 2025. The bonds are fully convertible at a fixed conversion price of KRW 12,463 per share into 802,375 common shares from June 17, 2023 to May 17, 2025. The payment date and the subscription date of the bonds is June 17, 2022. The transaction was approved by the board of directors of the company.分析記事 • Feb 17What Percentage Of Metal-Life Co., Ltd. (KOSDAQ:327260) Shares Do Insiders Own?The big shareholder groups in Metal-Life Co., Ltd. ( KOSDAQ:327260 ) have power over the company. Insiders often own a...Is New 90 Day High Low • Feb 01New 90-day high: ₩37,400The company is up 115% from its price of ₩17,400 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 43% over the same period.Is New 90 Day High Low • Jan 13New 90-day high: ₩30,700The company is up 74% from its price of ₩17,650 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 37% over the same period.分析記事 • Dec 24Metal-Life's(KOSDAQ:327260) Share Price Is Down 28% Over The Past Year.Metal-Life Co., Ltd. ( KOSDAQ:327260 ) shareholders will doubtless be very grateful to see the share price up 38% in...Is New 90 Day High Low • Dec 15New 90-day high: ₩21,300The company is up 3.0% from its price of ₩20,650 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period.お知らせ • Oct 06Metal-Life Co., Ltd. announced that it has received KRW 5 billion in funding from SK Securities Co., Ltd., NH Investment & Securities Co., Ltd., Investment ArmOn October 5, 2020, Metal-Life Co., Ltd. (KOSDAQ:A327260) closed the transaction.お知らせ • Sep 29Metal-Life Co., Ltd. announced that it expects to receive KRW 5 billion in funding from SK Securities Co., Ltd., NH Investment & Securities Co., Ltd., Investment ArmMetal-Life Co., Ltd. (KOSDAQ:A327260) announced a private placement of series 4th unregistered coupon nonguaranteed private convertible bonds for gross proceeds of KRW 5,000,000,000 on September 5, 2020. The transaction will include participation from new investors NH Investment & Securities Co., Ltd., Investment Arm for KRW 2,000,000,000, SK Securities Co., Ltd. (KOSE:A001510) for KRW 3,000,000,000. The bonds are zero coupon bonds with a maturity date of April 5, 2024. The bonds are convertible into 250,000 common shares at a conversion price of KRW 250,000 per share. The conversion period will start on October 5, 2021 and end on March 5, 2024. The subscription and payment date of the transaction is October 5, 2020. The transaction has been approved by the board of directors of the company.株主還元A327260KR SemiconductorKR 市場7D-19.7%-11.8%-8.2%1Y1,633.9%585.2%159.6%株主還元を見る業界別リターン: A327260過去 1 年間で585.2 % の収益を上げたKR Semiconductor業界を上回りました。リターン対市場: A327260過去 1 年間で159.6 % の収益を上げたKR市場を上回りました。価格変動Is A327260's price volatile compared to industry and market?A327260 volatilityA327260 Average Weekly Movement21.2%Semiconductor Industry Average Movement13.7%Market Average Movement9.3%10% most volatile stocks in KR Market16.5%10% least volatile stocks in KR Market4.9%安定した株価: A327260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: A327260の 週次ボラティリティ は、過去 1 年間で15%から21%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト200487Dongwoo Namwww.rf-materials.comアールエフマテリアル株式会社は、光通信用パッケージの開発、製造、販売を韓国内外で行っています。RFおよびマイクロ波、光通信、レーザーモジュール用パッケージ、セラミックパッケージおよび基板、HTCC多層セラミック技術、ファイバー結合ダイオードレーザー、シングルバーダイオードレーザー、ダイオードレーザーバースタックなどのレーザーモジュールを提供。アールエフ・マテリアルズ株式会社は、レーザーモジュール、自動車、医療、X線、航空宇宙分野にサービスを提供している。同社は以前はメタルライフ株式会社として知られていたが、2021年3月にRFマテリアル株式会社に社名を変更した。RFマテリアル社は2004年に設立され、韓国安山市を拠点としている。もっと見るRF Materials Co., Ltd. 基礎のまとめRF Materials の収益と売上を時価総額と比較するとどうか。A327260 基礎統計学時価総額₩779.42b収益（TTM）₩7.06b売上高(TTM)₩64.08b110.4xPER（株価収益率12.2xP/SレシオA327260 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A327260 損益計算書（TTM）収益₩64.08b売上原価₩46.25b売上総利益₩17.84bその他の費用₩10.77b収益₩7.06b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）856.28グロス・マージン27.83%純利益率11.02%有利子負債／自己資本比率16.3%A327260 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2026/05/20 07:27終値2026/05/20 00:00収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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RF Materials 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。3 アナリスト機関null nullDBS Bank LtdHyun Dong LeeNH Investment & Securities Co., Ltd.Yeong-Min KoShinhan Investment Corp.
お知らせ • Apr 10RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion.RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 500,000 Price\Range: KRW 56300 Discount Per Security: KRW 112.6 Transaction Features: Rights Offering
分析記事 • Mar 27RF Materials' (KOSDAQ:327260) Promising Earnings May Rest On Soft FoundationsRF Materials Co., Ltd. ( KOSDAQ:327260 ) just reported some strong earnings, and the market reacted accordingly with a...
お知らせ • Mar 10RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 49, sandan-ro 20beon-gil, danwon-gu, gyeonggi-do, ansan South Korea
分析記事 • Jan 26RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 37% But Its Business Is Yet to Catch UpRF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have continued their recent momentum with a 37% gain in the last month...
分析記事 • Dec 24RF Materials' (KOSDAQ:327260) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Dec 03RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, RF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have been powering on, with a gain of...
お知らせ • Apr 10RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion.RF Materials Co., Ltd. has filed a Follow-on Equity Offering in the amount of KRW 28.15 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 500,000 Price\Range: KRW 56300 Discount Per Security: KRW 112.6 Transaction Features: Rights Offering
分析記事 • Mar 27RF Materials' (KOSDAQ:327260) Promising Earnings May Rest On Soft FoundationsRF Materials Co., Ltd. ( KOSDAQ:327260 ) just reported some strong earnings, and the market reacted accordingly with a...
お知らせ • Mar 10RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026RF Materials Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:30 Tokyo Standard Time. Location: conference room, 49, sandan-ro 20beon-gil, danwon-gu, gyeonggi-do, ansan South Korea
分析記事 • Jan 26RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 37% But Its Business Is Yet to Catch UpRF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have continued their recent momentum with a 37% gain in the last month...
分析記事 • Dec 24RF Materials' (KOSDAQ:327260) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Dec 03RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, RF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have been powering on, with a gain of...
分析記事 • Nov 01Here's Why RF Materials (KOSDAQ:327260) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • Oct 13New 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 11% 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 Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 36% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩127.9b market cap, or US$89.6m).
New Risk • Sep 10New 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 8.1% 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 36% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₩86.8b market cap, or US$62.5m).
分析記事 • Sep 08What RF Materials Co., Ltd.'s (KOSDAQ:327260) 28% Share Price Gain Is Not Telling YouRF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have continued their recent momentum with a 28% gain in the last month...
分析記事 • Sep 05RF Materials (KOSDAQ:327260) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Jul 30Is RF Materials (KOSDAQ:327260) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jun 02There's Reason For Concern Over RF Materials Co., Ltd.'s (KOSDAQ:327260) PriceWith a median price-to-sales (or "P/S") ratio of close to 1.3x in the Semiconductor industry in Korea, you could be...
New Risk • Apr 07New 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 8.6% 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 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (₩39.6b market cap, or US$27.1m).
分析記事 • Mar 19Does RF Materials (KOSDAQ:327260) 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...
お知らせ • Mar 13RF Materials Co., Ltd., Annual General Meeting, Mar 27, 2025RF Materials Co., Ltd., Annual General Meeting, Mar 27, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 49, sandan-ro 20beon-gil, danwon-gu, gyeonggi-do, ansan South Korea
New Risk • Feb 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 9.7% 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 9.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.7% average weekly change). Market cap is less than US$100m (₩51.9b market cap, or US$35.7m).
分析記事 • Jan 20RF Materials Co., Ltd.'s (KOSDAQ:327260) Shares Climb 28% But Its Business Is Yet to Catch UpRF Materials Co., Ltd. ( KOSDAQ:327260 ) shareholders are no doubt pleased to see that the share price has bounced 28...
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 (₩40.5b market cap, or US$28.2m).
New Risk • Dec 09New 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 8.8% 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 9.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (₩35.2b market cap, or US$24.5m).
分析記事 • Dec 06RF Materials Co., Ltd.'s (KOSDAQ:327260) Popularity With Investors Under Threat As Stock Sinks 26%RF Materials Co., Ltd. ( KOSDAQ:327260 ) shareholders that were waiting for something to happen have been dealt a blow...
New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 9.5% 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 9.5% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩44.4b market cap, or US$31.9m).
分析記事 • Nov 21Health Check: How Prudently Does RF Materials (KOSDAQ:327260) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 16RF Materials Co., Ltd.'s (KOSDAQ:327260) 26% Share Price Plunge Could Signal Some RiskRF Materials Co., Ltd. ( KOSDAQ:327260 ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 • Jul 31Is RF Materials (KOSDAQ:327260) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Jul 15New 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 8.4% 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: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₩93.2b market cap, or US$67.5m).
分析記事 • May 30Subdued Growth No Barrier To RF Materials Co., Ltd. (KOSDAQ:327260) With Shares Advancing 27%RF Materials Co., Ltd. ( KOSDAQ:327260 ) shares have had a really impressive month, gaining 27% after a shaky period...
お知らせ • Apr 09Kyobo 12 Special Purpose Acquisition Company (KOSDAQ:A421800) agreed to acquire an unknown stake in RF Systems Co., Ltd.Kyobo 12 Special Purpose Acquisition Company (KOSDAQ:A421800) agreed to acquire an unknown stake in RF Systems Co., Ltd. on April 8, 2024. When the merger of RF Systems Co., Ltd. and Kyobo 12 Special Purpose Acquisition Company is completed, RF Systems Co., Ltd. becomes the surviving corporation, Kyobo 12 Special Purpose Acquisition Company becomes a defunct corporation, and RF Systems Co., Ltd., the surviving corporation.
Reported Earnings • Mar 26Full year 2023 earnings released: ₩80.00 loss per share (vs ₩411 profit in FY 2022)Full year 2023 results: ₩80.00 loss per share (down from ₩411 profit in FY 2022). Revenue: ₩47.9b (down 5.0% from FY 2022). Net loss: ₩668.8m (down 120% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%).
New Risk • Nov 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 5.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (₩85.1b market cap, or US$65.5m).
New Risk • Nov 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (₩85.8b market cap, or US$64.3m).
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩11,480, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 13% over the past three years.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩15,400, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 44% over the past three years.
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩411 (vs ₩230 loss in FY 2021)Full year 2022 results: EPS: ₩411 (up from ₩230 loss in FY 2021). Revenue: ₩50.4b (up 34% from FY 2021). Net income: ₩3.34b (up ₩4.25b from FY 2021). Profit margin: 6.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩11,350, the stock trades at a trailing P/E ratio of 73.6x. Average trailing P/E is 10x in the Semiconductor industry in South Korea. Total loss to shareholders of 2.8% over the past year.
お知らせ • Jun 17RF Materials Co., Ltd. announced that it expects to receive KRW 10 billion in fundingRF Materials Co., Ltd. announced a private placement of series 5 Non-guaranteed Private convertible bonds with Bearer Type Interest Part for gross proceeds of KRW 10,000,000,000 on June 15, 2022. The transaction will include participation from NH eBest, Senior Manager, New Technology Fund No. 1 for KRW 5,000,000,000, SKS IB New Materials and New Technology Fund No. 1 for KRW 3,000,000,000, NH Absolute Return General Private Equity Trust No. 1 for KRW 1,500,000,000 and NH Absolute KOSDAQ Venture Mezzanine Alpha General Private Equity Trust No. 1 for KRW 500,000,000. The bonds do not carry any interest. The maturity date of the bonds is June 17, 2025. The bonds are fully convertible at a fixed conversion price of KRW 12,463 per share into 802,375 common shares from June 17, 2023 to May 17, 2025. The payment date and the subscription date of the bonds is June 17, 2022. The transaction was approved by the board of directors of the company.
分析記事 • Feb 17What Percentage Of Metal-Life Co., Ltd. (KOSDAQ:327260) Shares Do Insiders Own?The big shareholder groups in Metal-Life Co., Ltd. ( KOSDAQ:327260 ) have power over the company. Insiders often own a...
Is New 90 Day High Low • Feb 01New 90-day high: ₩37,400The company is up 115% from its price of ₩17,400 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 43% over the same period.
Is New 90 Day High Low • Jan 13New 90-day high: ₩30,700The company is up 74% from its price of ₩17,650 on 15 October 2020. The South Korean market is up 29% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 37% over the same period.
分析記事 • Dec 24Metal-Life's(KOSDAQ:327260) Share Price Is Down 28% Over The Past Year.Metal-Life Co., Ltd. ( KOSDAQ:327260 ) shareholders will doubtless be very grateful to see the share price up 38% in...
Is New 90 Day High Low • Dec 15New 90-day high: ₩21,300The company is up 3.0% from its price of ₩20,650 on 16 September 2020. The South Korean market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period.
お知らせ • Oct 06Metal-Life Co., Ltd. announced that it has received KRW 5 billion in funding from SK Securities Co., Ltd., NH Investment & Securities Co., Ltd., Investment ArmOn October 5, 2020, Metal-Life Co., Ltd. (KOSDAQ:A327260) closed the transaction.
お知らせ • Sep 29Metal-Life Co., Ltd. announced that it expects to receive KRW 5 billion in funding from SK Securities Co., Ltd., NH Investment & Securities Co., Ltd., Investment ArmMetal-Life Co., Ltd. (KOSDAQ:A327260) announced a private placement of series 4th unregistered coupon nonguaranteed private convertible bonds for gross proceeds of KRW 5,000,000,000 on September 5, 2020. The transaction will include participation from new investors NH Investment & Securities Co., Ltd., Investment Arm for KRW 2,000,000,000, SK Securities Co., Ltd. (KOSE:A001510) for KRW 3,000,000,000. The bonds are zero coupon bonds with a maturity date of April 5, 2024. The bonds are convertible into 250,000 common shares at a conversion price of KRW 250,000 per share. The conversion period will start on October 5, 2021 and end on March 5, 2024. The subscription and payment date of the transaction is October 5, 2020. The transaction has been approved by the board of directors of the company.
