View Future GrowthRF Materials 過去の業績過去 基準チェック /36RF Materialsは、平均年間15.5%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間1.7% 11.8%収益成長率で 成長しています。 RF Materialsの自己資本利益率は14.1%であり、純利益率は12.7%です。主要情報15.49%収益成長率16.16%EPS成長率Semiconductor 業界の成長23.50%収益成長率11.79%株主資本利益率14.08%ネット・マージン12.72%前回の決算情報31 Mar 2026最近の業績更新分析記事 • 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...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.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.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩78,600, the stock trades at a trailing P/E ratio of 70.5x. Average trailing P/E is 27x in the Semiconductor industry in South Korea. Total returns to shareholders of 574% over the past three years.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.収支内訳RF Materials 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:A327260 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 2672,3029,1986,5353,56831 Dec 2564,0847,0626,2653,23430 Sep 2557,832656,6593,27430 Jun 2550,954-2,4226,5603,18831 Mar 2545,776-4,2196,2483,35131 Dec 2444,497-4,7936,4853,45430 Sep 2443,330-1,9855,9283,36030 Jun 2444,750-2,4536,1113,43431 Mar 2446,423-1,1656,2313,44731 Dec 2347,912-6696,2803,26730 Sep 2350,2932236,4843,27730 Jun 2353,5012,2076,2343,06031 Mar 2352,7233,6146,0412,79931 Dec 2250,4423,3456,0222,69130 Sep 2244,7812,2175,4852,49330 Jun 2241,3341,2655,2692,47131 Mar 2239,607-5794,7692,35031 Dec 2137,771-9024,1602,29430 Sep 2137,235-7913,9331,87530 Jun 2130,659-9363,2091,47031 Mar 2123,389-1,1482,7411,15131 Dec 2018,213-6102,34474131 Dec 1916,2111,1982,332642質の高い収益: A327260は 高品質の収益 を持っています。利益率の向上: A327260過去に利益を上げました。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: A327260過去 5 年間で収益を上げており、収益は年間15.5%増加しています。成長の加速: A327260は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: A327260昨年収益を上げたため、昨年の収益成長をSemiconductor業界 ( 27.1% ) と比較することは困難です。株主資本利益率高いROE: A327260の 自己資本利益率 ( 14.1% ) は 低い とみなされます。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7D1Y7D1Y7D1YSemiconductors 、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2026/06/22 06:53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.
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...
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.
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 • May 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩78,600, the stock trades at a trailing P/E ratio of 70.5x. Average trailing P/E is 27x in the Semiconductor industry in South Korea. Total returns to shareholders of 574% over the past three years.
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.