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254490.KQ KOE Semiconductors

Mirai Semiconductors Co Ltd

$24 300,00
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Mcap
350,8B KRW
P/E
EV / Rev
Div yield
0,00 %
Op margin
3,0 %
ROE
12,8 %
Net margin
2,2 %
Debt / equity
0,61
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Mirai Semiconductors Co Ltd designs and develops visualization semiconductors, primarily serving the technology equipment sector.

Business. Mirai Semiconductors Co Ltd (254490.KQ) is a technology equipment company specializing in the design and sale of visualization semiconductors. The firm operates within the broader semiconductor industry, focusing on product-based revenue generation. Headquarters location and specific operating segment details are not disclosed in the available data. The company is primarily listed under the ticker 254490.KQ.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
ActivityVisualization Semiconductors
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
69
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
12,8 %
return on equity
Quality
59
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 254490.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 254490.KQ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score69 / 100
    Composite score 0-100 · Data quality 0,59
    Data quality0,59 / 1.00

    Synthesis

    Business

    Mirai Semiconductors Co Ltd (254490.KQ) is a technology equipment company specializing in the design and sale of visualization semiconductors. The firm operates within the broader semiconductor industry, focusing on product-based revenue generation. Headquarters location and specific operating segment details are not disclosed in the available data. The company is primarily listed under the ticker 254490.KQ.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    ActivityVisualization Semiconductors
    AI synthesis
    GENERATED

    Mirai Semiconductors maintains a strong liquidity position with a current ratio of 4.63, supported by cash and equivalents of 33,214,021,090 KRW. However, the company's operating cash flow is negative at -26,712,137,030 KRW, indicating potential short-term cash flow challenges. The debt-to-equity ratio of 0.61 suggests a moderate reliance on debt financing, with long-term debt amounting to 67,253,318,970 KRW.

    The company's profitability is reflected in a return on equity (ROE) of 12.82% and a return on assets (ROA) of 7.53%, both exceeding the typical industry benchmarks for semiconductor firms. Gross profit of 26,891,409,120 KRW and operating income of 19,075,676,560 KRW highlight its strong cost management and operational efficiency.

    Mirai Semiconductors operates in a single business segment focused on visualization semiconductors, with no disclosed geographic revenue breakdown. This lack of diversification may expose the company to regional economic or regulatory risks.

    The company's revenue growth is expected to remain stable, with analysts forecasting a mean revenue estimate of 728,100,000,000 KRW for the current fiscal year, compared to the actual revenue of 635,582,000,000 KRW. Capital expenditures of -3,539,287,430 KRW indicate a reduction in investment, which may affect long-term growth potential.

    The risk assessment highlights a medium liquidity risk due to negative net cash after subtracting total debt. While dilution risk is currently low, the company's capital structure and free cash flow of 10,907,140,610 KRW suggest it has the capacity to manage near-term obligations without issuing additional shares.

    Recent financial filings and transcripts do not indicate any material events or strategic shifts. The company's earnings per share (EPS) estimate of 1,262.00 KRW is higher than the last actual EPS of 979.00 KRW, suggesting positive earnings momentum.

    Key takeaways
    • Mirai Semiconductors has a strong liquidity position with a current ratio of 4.63.
    • The company's ROE of 12.82% and ROA of 7.53% indicate strong profitability.
    • Revenue is expected to grow, with analysts forecasting 728,100,000,000 KRW for the current fiscal year.
    • The company's capital expenditures have decreased, which may impact long-term growth.
    • The risk assessment highlights a medium liquidity risk due to negative net cash after subtracting total debt.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $24 300,00
    Market cap
    $482.95B
    Enterprise value
    $516.99B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    4.4x
    P / Tangible book
    4.4x
    Tangible book
    $110.23B
    Net cash
    -$34.04B
    Current ratio
    4.6
    Debt / equity
    0.6
    ROA
    7.5%
    ROE
    12.8%
    Cash conversion
    -189.0%
    CapEx / revenue
    -0.6%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1 262,00
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-15 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1 262,00
    Revenueno estimateno estimate728,1B KRW
    Operating incomeno estimateno estimate23,5B KRW
    Full-year consensus mean (period as reported by source) · consensus in KRW. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Operating income · consensus23,5B KRW
    EPS surprise
    −22,4 %
    reported vs consensus · miss
    Revenue surprise
    −12,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin3,0 %Above median
    Net Margin2,2 %Below median
    ROE12,8 %Above P75
    Capex / Rev-0,6 %Above P75
    D/E0,61Bottom quartile
    Cash Conv-1,89Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Mirai Semiconductors Co Ltd Market data — financials · 2026-05-26
    • Mirai Semiconductors Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    254490.KQCanonical
    KOE · KRW

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    254490NVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage