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010040.KS$1510.00-6.67%
Fair $1510.00+0.0%

010040.KS

Korea Refractories Co., Ltd

Industrials / Specialty Industrial MachineryKSE

$1510.00

-108.00 (-6.67%)

Fairly Valued+0.0%Fair Value $1510.00Fund rank 27/100 · Data gapFallback financials|
SA 18/F
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $5.3B · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

18/100

F

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -12.5%, below the 5% threshold
Thesis & Journal · 010040.KSLocal privado en este navegador · Korea Refractories Co., Ltd
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$53.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-12.5%

↓

Gross Margin

8.8%

↓

Debt/Equity

0.20

↓
52-Week Range$1510
$1467$2490

TradingView lightweight chart

010040.KS price, volumen y niveles de valoración

Último $1,510Periodo +67.8%
Fair value: $1,510

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+4.2%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

-0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $406.34B · net income $-21.79B · FCF $5.30B

2022-FY → 2025-FY

Gross margin

8.8%-1.7% pts

Operating margin

0.7%-2.2% pts

Net margin

-5.4%-5.6% pts

FCF margin

1.3%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$406.34B$406.34B$416.01B$411.81B$358.77B
Net Income$-21.79B$-21.79B$5.51B$-14.73B$809.2M
EBITDA$-10.23B$-10.23B$18.89B$-7.34B$9.59B
EPS-607.00-607.00155.00-416.0023.00
Gross Margin8.8%8.8%10.1%8.9%10.5%
Operating Margin0.7%0.7%2.1%-1.8%2.9%
Net Margin-5.4%-5.4%1.3%-3.6%0.2%
Balance Sheet
Debt/Equity0.200.200.320.280.16
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$5.30B$5.30B$11.81B$-9.62B$-6.15B
Returns
ROE-12.5%-12.5%3.0%-7.2%0.4%
Valuation
P/E——14.23—122.39
EV/EBITDA——6.58—12.56
P/B0.310.310.430.520.45
Growth & Yield
Revenue Growth-2.3%-2.3%1.0%14.8%—
EPS Growth-491.6%-491.6%137.3%-1908.7%—
Dividend Yield4.7%4.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -30.9%

Total return

-30.9%

Start / end P/E

n/dx → n/dx

EPS bridge

155.00 → -607.00

Residual

-35.6%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term-35.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.