View Future GrowthHFR 過去の業績過去 基準チェック /06HFRの収益は年間平均-10%の割合で減少していますが、 Communications業界の収益は年間 減少しています。収益は年間5.1% 2.8%割合で 減少しています。主要情報-10.04%収益成長率-8.88%EPS成長率Communications 業界の成長16.35%収益成長率-2.78%株主資本利益率-0.031%ネット・マージン-0.22%前回の決算情報31 Dec 2025最近の業績更新分析記事 • Mar 31Why HFR's (KOSDAQ:230240) Shaky Earnings Are Just The Beginning Of Its ProblemsA lackluster earnings announcement from HFR, Inc. ( KOSDAQ:230240 ) last week didn't sink the stock price. Our analysis...Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩1,029 (vs ₩301 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩58.0b (up 205% from 3Q 2020). Net income: ₩13.2b (up ₩16.8b from 3Q 2020). Profit margin: 23% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 11Third quarter 2020 earnings released: ₩301 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ₩19.0b (down 59% from 3Q 2019). Net loss: ₩3.60b (down 188% from profit in 3Q 2019).すべての更新を表示Recent updatesお知らせ • Mar 14HFR, Inc., Annual General Meeting, Mar 27, 2026HFR, Inc., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 40, geumto-ro 80beon-gil, sujeong-gu, gyeonggi-do, seongnam South Korea分析記事 • Feb 12HFR, Inc.'s (KOSDAQ:230240) 28% Share Price Surge Not Quite Adding UpHFR, Inc. ( KOSDAQ:230240 ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Jan 14Is HFR (KOSDAQ:230240) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 10HFR, Inc. (KOSDAQ:230240) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyHFR, Inc. ( KOSDAQ:230240 ) shareholders that were waiting for something to happen have been dealt a blow with a 27...New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 2.6% 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 2.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩14,690, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 15x in the Communications industry in South Korea. Total loss to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩18,110, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 16x in the Communications industry in South Korea. Total loss to shareholders of 37% over the past three years.分析記事 • Oct 15Does HFR (KOSDAQ:230240) 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...New Risk • Oct 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 7.6% 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 High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩18,160, the stock trades at a trailing P/E ratio of 64.7x. Average trailing P/E is 15x in the Communications industry in South Korea. Total loss to shareholders of 42% over the past three years.お知らせ • Sep 20An undisclosed buyer agreed to acquire 30% stake in H1 Radio Co., Ltd. from HFR, Inc. (KOSDAQ:A230240) for KRW 13.2 billion.An undisclosed buyer agreed to acquire 30% stake in H1 Radio Co., Ltd. from HFR, Inc. (KOSDAQ:A230240) for KRW 13.2 billion on September 18, 2025. As part of acquisition, 847,500 shares will be acquired. After completion, HFR, Inc will hold 64.2% stake in H1 Radio. The transaction is expected to complete on October 15, 2025.分析記事 • Sep 08Pinning Down HFR, Inc.'s (KOSDAQ:230240) P/S Is Difficult Right NowWhen close to half the companies in the Communications industry in Korea have price-to-sales ratios (or "P/S") below...分析記事 • May 23HFR, Inc.'s (KOSDAQ:230240) P/S Is On The MarkWhen close to half the companies in the Communications industry in Korea have price-to-sales ratios (or "P/S") below...お知らせ • Mar 13HFR, Inc., Annual General Meeting, Mar 27, 2025HFR, Inc., Annual General Meeting, Mar 27, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 164, yanghyeon-ro, bundang-gu, gyeonggi-do, seongnam South Korea分析記事 • Feb 22Would HFR (KOSDAQ:230240) Be Better Off With Less Debt?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 • Feb 18HFR, Inc. to Showcase Satellite and Private 5G Networking Solutions At Mwc 2025HFR, Inc. announced its participation in MWC 2025, taking place in Barcelona, Spain, from March 3 to 6, 2025. At this year's MWC showcase, HFR will introduce a new solution under the slogan "Space to Enterprise Connect". This innovative approach integrates Private 5G with low Earth orbit (LEO) satellite communications, enabling enterprises, public institutions, and government agencies to deploy and operate Private 5G networks even in areas without traditional fiber-optic infrastructure. This is made possible through HFR's my5GBox®?, which seamlessly connects to LEO satellite services. With just a power connection, businesses can access Private 5G, Wi-Fi, and IoT services anytime, anywhere. HFR is also presenting a business model designed to enhance the productivity and global competitiveness of Korean small and medium-sized enterprises (SMEs) through AI-driven digital transformation. By localizing its my5G®? solution in collaboration with multiple SMEs, HFR offers customized, cost-effective connectivity solutions that seamlessly integrate various applications and devices. Additionally, HFR will introduce its ongoing 5G NTN (Non-Terrestrial Network) developments, AI-RAN technology as a foundation for 6G, and C-V2X-supported RAN solutions for autonomous driving and traffic optimization. The company will showcase case studies demonstrating how Private 5G networks can be utilized within corporate facilities, to enhance network connectivity, social communication, information exchange, online collaboration, security management, automation, and unmanned operations. The showcase will also highlight successful Private 5G deployments across various industry sectors, including: healthcare, education, construction, transportation and utilities.分析記事 • Jan 17HFR, Inc.'s (KOSDAQ:230240) 29% Share Price Surge Not Quite Adding UpDespite an already strong run, HFR, Inc. ( KOSDAQ:230240 ) shares have been powering on, with a gain of 29% in the last...Upcoming Dividend • Dec 20Upcoming dividend of ₩220 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.7%).分析記事 • Nov 29Subdued Growth No Barrier To HFR, Inc. (KOSDAQ:230240) With Shares Advancing 26%Despite an already strong run, HFR, Inc. ( KOSDAQ:230240 ) shares have been powering on, with a gain of 26% in the last...お知らせ • Nov 26HFR, Inc. (KOSDAQ:A230240) announces an Equity Buyback for KRW 3,000 million worth of its shares.HFR, Inc. (KOSDAQ:A230240) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares pursuant to a contract with Samsung Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on June 2, 2025. As of November 25, 2024 the company had 183,759 shares in treasury within scope available for dividend and had 1,467 shares in treasury through other repurchase.分析記事 • Nov 13Is HFR (KOSDAQ:230240) Using Debt Sensibly?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 07Subdued Growth No Barrier To HFR, Inc. (KOSDAQ:230240) With Shares Advancing 31%Those holding HFR, Inc. ( KOSDAQ:230240 ) shares would be relieved that the share price has rebounded 31% in the last...分析記事 • Aug 05HFR, Inc.'s (KOSDAQ:230240) 37% Share Price Plunge Could Signal Some RiskThe HFR, Inc. ( KOSDAQ:230240 ) share price has fared very poorly over the last month, falling by a substantial 37...New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩116.9b (US$85.7m) This is considered a minor 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 Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (₩116.9b market cap, or US$85.7m).分析記事 • Jul 30Is HFR (KOSDAQ:230240) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 31Why HFR's (KOSDAQ:230240) Shaky Earnings Are Just The Beginning Of Its ProblemsA lackluster earnings announcement from HFR, Inc. ( KOSDAQ:230240 ) last week didn't sink the stock price. Our analysis...Buy Or Sell Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ₩15,740. The fair value is estimated to be ₩20,070, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Dec 21HFR, Inc. Introduces Smart Distribution and Storage Solutions for Agriculture Logistics Powered by Private 5GHFR, Inc. has deployed an end-to-end Private 5G network for the "Smart Agricultural Product Distribution and Storage Technology Development Project" sponsored by the Korea Communications Agency (KCA). This project aims to develop automated agricultural product sorting and packaging solutions using robotics, sensors, autonomous vehicles and 5G connectivity. These solutions offer enhanced capabilities and improved operations across multi-variety crop processing at a fresh agricultural product fulfillment and distribution center. The completion of Phase I included automatic sorting and packaging, as well as environmental control optimization throughout the Private 5G network. Phase II is under planning to promote further commercialization, additional features, and technology advancements targeted to be introduced in 2024 to 2026. HFR built this Private 5G network based on its own technologies. Performance testing and certification were conducted by an accredited testing institution last October with the KCA.New Risk • Nov 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 21% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩21,250, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 17x in the Communications industry in South Korea. Total loss to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩20,600, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 17x in the Communications industry in South Korea. Total loss to shareholders of 42% over the past three years.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩26,450, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 12x in the Communications industry in South Korea. Total loss to shareholders of 9.2% over the past three years.New Risk • Jul 28New 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 8.2% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩22,500, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 13x in the Communications industry in South Korea. Total loss to shareholders of 39% over the past three years.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩20,150, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 23x in the Communications industry in Asia. Total loss to shareholders of 39% over the past three years.お知らせ • Jun 09HFR, Inc. (KOSDAQ:A230240) announces an Equity Buyback for KRW 4,100 million worth of its shares.HFR, Inc. (KOSDAQ:A230240) announces a share repurchase program. Under the program, the company will repurchase up to KRW 4,100 million worth of its shares pursuant to a contract with Samsung Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on December 11, 2023. As of June 7, 2023 the company had 49,000 shares in treasury within scope available for dividend and had 1,467 shares in treasury through other repurchase.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩29,050, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Communications industry in South Korea. Total returns to shareholders of 5.5% over the past three years.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩30,050, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Communications industry in South Korea. Total returns to shareholders of 13% over the past three years.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩36,650, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the Communications industry in Asia. Total returns to shareholders of 37% over the past three years.Major Estimate Revision • Aug 19Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩286.7m to ₩311.0m. EPS estimate increased from ₩2,529 to ₩3,270 per share. Net income forecast to grow 62% next year vs 44% growth forecast for Communications industry in South Korea. Consensus price target down from ₩50,000 to ₩48,000. Share price rose 5.7% to ₩36,350 over the past week.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩27,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Communications industry in Asia. Total returns to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩26,700, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 22% over the past three years.Price Target Changed • Apr 27Price target increased to ₩50,000Up from ₩41,000, the current price target is provided by 1 analyst. New target price is 47% above last closing price of ₩33,950. Stock is up 60% over the past year. The company is forecast to post earnings per share of ₩2,516 for next year compared to ₩1,441 last year.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 26% share price gain to ₩39,000, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 197% over the past three years.Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩1,029 (vs ₩301 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩58.0b (up 205% from 3Q 2020). Net income: ₩13.2b (up ₩16.8b from 3Q 2020). Profit margin: 23% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 23New 90-day low: ₩25,250The company is down 11% from its price of ₩28,300 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 5.0% over the same period.分析記事 • Feb 09A Look At HFR's (KOSDAQ:230240) Share Price ReturnsInvestors can approximate the average market return by buying an index fund. When you buy individual stocks, you can...Is New 90 Day High Low • Feb 01New 90-day low: ₩26,850The company is down 5.0% from its price of ₩28,150 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 17% over the same period.分析記事 • Nov 25Could The HFR, Inc. (KOSDAQ:230240) Ownership Structure Tell Us Something Useful?If you want to know who really controls HFR, Inc. (KOSDAQ:230240), then you'll have to look at the makeup of its share...Reported Earnings • Nov 11Third quarter 2020 earnings released: ₩301 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ₩19.0b (down 59% from 3Q 2019). Net loss: ₩3.60b (down 188% from profit in 3Q 2019).Is New 90 Day High Low • Oct 19New 90-day low: ₩28,400The company is down 23% from its price of ₩37,100 on 21 July 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩168,971 per share.収支内訳HFR 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:A230240 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Dec 25141,983-30921,8344,42830 Sep 25152,274-2421,8175,17530 Jun 25158,7543,63521,6665,19931 Mar 25152,583-10,78421,4475,32431 Dec 24157,094-18,55922,3365,35330 Sep 24157,676-22,11023,5025,50430 Jun 24159,425-23,17922,8825,33131 Mar 24158,652-10,22621,6614,71731 Dec 23164,1841,84420,3144,49530 Sep 23202,0569,09121,1483,97730 Jun 23295,40750,54722,9804,13531 Mar 23357,73468,31423,5224,82831 Dec 22366,28368,29322,3265,14530 Sep 22363,09377,59919,9084,55630 Jun 22294,13150,92616,4764,69531 Mar 22236,44129,26315,4684,43431 Dec 21206,35718,55614,8493,98430 Sep 21153,609-6,73915,1784,99030 Jun 21114,625-23,53015,9175,17031 Mar 2197,429-29,20015,8906,07231 Dec 2092,071-27,80115,7616,18930 Sep 20105,889-16,45916,7485,23530 Jun 20133,063-8,74416,4934,86331 Mar 20150,57224616,1273,26131 Dec 19156,6631,03616,7063,11230 Sep 19156,8994,88114,7362,54530 Jun 19140,955-1,16814,2253,31731 Mar 19140,24363812,6223,23131 Dec 18134,99543013,1373,21231 Dec 17130,7943,21312,5052,15531 Dec 1565,5173,9187,290573質の高い収益: A230240は現在利益が出ていません。利益率の向上: A230240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: A230240は利益が出ておらず、過去 5 年間で損失は年間10%の割合で増加しています。成長の加速: A230240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: A230240は利益が出ていないため、過去 1 年間の収益成長をCommunications業界 ( -13.9% ) と比較することは困難です。株主資本利益率高いROE: A230240は現在利益が出ていないため、自己資本利益率 ( -0.031% ) 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7D1Y7D1Y7D1YTech 、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2026/05/09 08:14終値2026/05/08 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HFR, Inc. 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。4 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.Kim Dong HaHanwha Investment & Securities Co., Ltd.Sang-Hun LeeiM Securities1 その他のアナリストを表示
分析記事 • Mar 31Why HFR's (KOSDAQ:230240) Shaky Earnings Are Just The Beginning Of Its ProblemsA lackluster earnings announcement from HFR, Inc. ( KOSDAQ:230240 ) last week didn't sink the stock price. Our analysis...
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩1,029 (vs ₩301 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩58.0b (up 205% from 3Q 2020). Net income: ₩13.2b (up ₩16.8b from 3Q 2020). Profit margin: 23% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 11Third quarter 2020 earnings released: ₩301 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ₩19.0b (down 59% from 3Q 2019). Net loss: ₩3.60b (down 188% from profit in 3Q 2019).
お知らせ • Mar 14HFR, Inc., Annual General Meeting, Mar 27, 2026HFR, Inc., Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 40, geumto-ro 80beon-gil, sujeong-gu, gyeonggi-do, seongnam South Korea
分析記事 • Feb 12HFR, Inc.'s (KOSDAQ:230240) 28% Share Price Surge Not Quite Adding UpHFR, Inc. ( KOSDAQ:230240 ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Jan 14Is HFR (KOSDAQ:230240) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 10HFR, Inc. (KOSDAQ:230240) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyHFR, Inc. ( KOSDAQ:230240 ) shareholders that were waiting for something to happen have been dealt a blow with a 27...
New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 2.6% 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 2.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩14,690, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 15x in the Communications industry in South Korea. Total loss to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩18,110, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 16x in the Communications industry in South Korea. Total loss to shareholders of 37% over the past three years.
分析記事 • Oct 15Does HFR (KOSDAQ:230240) 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...
New Risk • Oct 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 7.6% 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 High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩18,160, the stock trades at a trailing P/E ratio of 64.7x. Average trailing P/E is 15x in the Communications industry in South Korea. Total loss to shareholders of 42% over the past three years.
お知らせ • Sep 20An undisclosed buyer agreed to acquire 30% stake in H1 Radio Co., Ltd. from HFR, Inc. (KOSDAQ:A230240) for KRW 13.2 billion.An undisclosed buyer agreed to acquire 30% stake in H1 Radio Co., Ltd. from HFR, Inc. (KOSDAQ:A230240) for KRW 13.2 billion on September 18, 2025. As part of acquisition, 847,500 shares will be acquired. After completion, HFR, Inc will hold 64.2% stake in H1 Radio. The transaction is expected to complete on October 15, 2025.
分析記事 • Sep 08Pinning Down HFR, Inc.'s (KOSDAQ:230240) P/S Is Difficult Right NowWhen close to half the companies in the Communications industry in Korea have price-to-sales ratios (or "P/S") below...
分析記事 • May 23HFR, Inc.'s (KOSDAQ:230240) P/S Is On The MarkWhen close to half the companies in the Communications industry in Korea have price-to-sales ratios (or "P/S") below...
お知らせ • Mar 13HFR, Inc., Annual General Meeting, Mar 27, 2025HFR, Inc., Annual General Meeting, Mar 27, 2025, at 09:01 Tokyo Standard Time. Location: auditorium, 164, yanghyeon-ro, bundang-gu, gyeonggi-do, seongnam South Korea
分析記事 • Feb 22Would HFR (KOSDAQ:230240) Be Better Off With Less Debt?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 • Feb 18HFR, Inc. to Showcase Satellite and Private 5G Networking Solutions At Mwc 2025HFR, Inc. announced its participation in MWC 2025, taking place in Barcelona, Spain, from March 3 to 6, 2025. At this year's MWC showcase, HFR will introduce a new solution under the slogan "Space to Enterprise Connect". This innovative approach integrates Private 5G with low Earth orbit (LEO) satellite communications, enabling enterprises, public institutions, and government agencies to deploy and operate Private 5G networks even in areas without traditional fiber-optic infrastructure. This is made possible through HFR's my5GBox®?, which seamlessly connects to LEO satellite services. With just a power connection, businesses can access Private 5G, Wi-Fi, and IoT services anytime, anywhere. HFR is also presenting a business model designed to enhance the productivity and global competitiveness of Korean small and medium-sized enterprises (SMEs) through AI-driven digital transformation. By localizing its my5G®? solution in collaboration with multiple SMEs, HFR offers customized, cost-effective connectivity solutions that seamlessly integrate various applications and devices. Additionally, HFR will introduce its ongoing 5G NTN (Non-Terrestrial Network) developments, AI-RAN technology as a foundation for 6G, and C-V2X-supported RAN solutions for autonomous driving and traffic optimization. The company will showcase case studies demonstrating how Private 5G networks can be utilized within corporate facilities, to enhance network connectivity, social communication, information exchange, online collaboration, security management, automation, and unmanned operations. The showcase will also highlight successful Private 5G deployments across various industry sectors, including: healthcare, education, construction, transportation and utilities.
分析記事 • Jan 17HFR, Inc.'s (KOSDAQ:230240) 29% Share Price Surge Not Quite Adding UpDespite an already strong run, HFR, Inc. ( KOSDAQ:230240 ) shares have been powering on, with a gain of 29% in the last...
Upcoming Dividend • Dec 20Upcoming dividend of ₩220 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.7%).
分析記事 • Nov 29Subdued Growth No Barrier To HFR, Inc. (KOSDAQ:230240) With Shares Advancing 26%Despite an already strong run, HFR, Inc. ( KOSDAQ:230240 ) shares have been powering on, with a gain of 26% in the last...
お知らせ • Nov 26HFR, Inc. (KOSDAQ:A230240) announces an Equity Buyback for KRW 3,000 million worth of its shares.HFR, Inc. (KOSDAQ:A230240) announces a share repurchase program. Under the program, the company will repurchase up to KRW 3,000 million worth of its shares pursuant to a contract with Samsung Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on June 2, 2025. As of November 25, 2024 the company had 183,759 shares in treasury within scope available for dividend and had 1,467 shares in treasury through other repurchase.
分析記事 • Nov 13Is HFR (KOSDAQ:230240) Using Debt Sensibly?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Oct 07Subdued Growth No Barrier To HFR, Inc. (KOSDAQ:230240) With Shares Advancing 31%Those holding HFR, Inc. ( KOSDAQ:230240 ) shares would be relieved that the share price has rebounded 31% in the last...
分析記事 • Aug 05HFR, Inc.'s (KOSDAQ:230240) 37% Share Price Plunge Could Signal Some RiskThe HFR, Inc. ( KOSDAQ:230240 ) share price has fared very poorly over the last month, falling by a substantial 37...
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₩116.9b (US$85.7m) This is considered a minor 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 Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (₩116.9b market cap, or US$85.7m).
分析記事 • Jul 30Is HFR (KOSDAQ:230240) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 31Why HFR's (KOSDAQ:230240) Shaky Earnings Are Just The Beginning Of Its ProblemsA lackluster earnings announcement from HFR, Inc. ( KOSDAQ:230240 ) last week didn't sink the stock price. Our analysis...
Buy Or Sell Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ₩15,740. The fair value is estimated to be ₩20,070, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Dec 21HFR, Inc. Introduces Smart Distribution and Storage Solutions for Agriculture Logistics Powered by Private 5GHFR, Inc. has deployed an end-to-end Private 5G network for the "Smart Agricultural Product Distribution and Storage Technology Development Project" sponsored by the Korea Communications Agency (KCA). This project aims to develop automated agricultural product sorting and packaging solutions using robotics, sensors, autonomous vehicles and 5G connectivity. These solutions offer enhanced capabilities and improved operations across multi-variety crop processing at a fresh agricultural product fulfillment and distribution center. The completion of Phase I included automatic sorting and packaging, as well as environmental control optimization throughout the Private 5G network. Phase II is under planning to promote further commercialization, additional features, and technology advancements targeted to be introduced in 2024 to 2026. HFR built this Private 5G network based on its own technologies. Performance testing and certification were conducted by an accredited testing institution last October with the KCA.
New Risk • Nov 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 21% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩21,250, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 17x in the Communications industry in South Korea. Total loss to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩20,600, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 17x in the Communications industry in South Korea. Total loss to shareholders of 42% over the past three years.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₩26,450, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 12x in the Communications industry in South Korea. Total loss to shareholders of 9.2% over the past three years.
New Risk • Jul 28New 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 8.2% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩22,500, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 13x in the Communications industry in South Korea. Total loss to shareholders of 39% over the past three years.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩20,150, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 23x in the Communications industry in Asia. Total loss to shareholders of 39% over the past three years.
お知らせ • Jun 09HFR, Inc. (KOSDAQ:A230240) announces an Equity Buyback for KRW 4,100 million worth of its shares.HFR, Inc. (KOSDAQ:A230240) announces a share repurchase program. Under the program, the company will repurchase up to KRW 4,100 million worth of its shares pursuant to a contract with Samsung Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will expire on December 11, 2023. As of June 7, 2023 the company had 49,000 shares in treasury within scope available for dividend and had 1,467 shares in treasury through other repurchase.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩29,050, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Communications industry in South Korea. Total returns to shareholders of 5.5% over the past three years.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩30,050, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Communications industry in South Korea. Total returns to shareholders of 13% over the past three years.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩36,650, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the Communications industry in Asia. Total returns to shareholders of 37% over the past three years.
Major Estimate Revision • Aug 19Consensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₩286.7m to ₩311.0m. EPS estimate increased from ₩2,529 to ₩3,270 per share. Net income forecast to grow 62% next year vs 44% growth forecast for Communications industry in South Korea. Consensus price target down from ₩50,000 to ₩48,000. Share price rose 5.7% to ₩36,350 over the past week.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩27,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Communications industry in Asia. Total returns to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₩26,700, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 22% over the past three years.
Price Target Changed • Apr 27Price target increased to ₩50,000Up from ₩41,000, the current price target is provided by 1 analyst. New target price is 47% above last closing price of ₩33,950. Stock is up 60% over the past year. The company is forecast to post earnings per share of ₩2,516 for next year compared to ₩1,441 last year.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 26% share price gain to ₩39,000, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 197% over the past three years.
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩1,029 (vs ₩301 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩58.0b (up 205% from 3Q 2020). Net income: ₩13.2b (up ₩16.8b from 3Q 2020). Profit margin: 23% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 23New 90-day low: ₩25,250The company is down 11% from its price of ₩28,300 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 5.0% over the same period.
分析記事 • Feb 09A Look At HFR's (KOSDAQ:230240) Share Price ReturnsInvestors can approximate the average market return by buying an index fund. When you buy individual stocks, you can...
Is New 90 Day High Low • Feb 01New 90-day low: ₩26,850The company is down 5.0% from its price of ₩28,150 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 17% over the same period.
分析記事 • Nov 25Could The HFR, Inc. (KOSDAQ:230240) Ownership Structure Tell Us Something Useful?If you want to know who really controls HFR, Inc. (KOSDAQ:230240), then you'll have to look at the makeup of its share...
Reported Earnings • Nov 11Third quarter 2020 earnings released: ₩301 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ₩19.0b (down 59% from 3Q 2019). Net loss: ₩3.60b (down 188% from profit in 3Q 2019).
Is New 90 Day High Low • Oct 19New 90-day low: ₩28,400The company is down 23% from its price of ₩37,100 on 21 July 2020. The South Korean market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₩168,971 per share.