Employees: 383
Size Kona I (052400.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $290M, the 475th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩33,950 on 6 Nov 2026.
Performance Over six months the shares fell 45.4%, against -26.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 19 in its peer set.
Growth Revenue grew 15.9% over the last twelve months (peer median +15.0%); the operating margin is 29.4% (peer median 5.2%).
Valuation It trades at 1.2× enterprise value to sales against a peer median of 2.1× (5th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -38 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.4 points above its cost of capital (6.7% WACC).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩323B | ₩309B | ₩236B | ₩280B | ₩242B |
| Revenue growth | — | +31% | -16% | +16% | — |
| Gross profit | n/a | ₩145B | ₩90.8B | ₩105B | ₩115B |
| EBITDA | n/a | ₩100B | ₩44.6B | ₩42.2B | ₩53.4B |
| Net income | ₩77.4B | ₩74.6B | ₩30.3B | ₩29.2B | ₩34.3B |
| Free cash flow | n/a | ₩127B | ₩16.8B | -₩31.6B | -₩672B |
| Capital expenditure | n/a | ₩24.8B | ₩21.7B | ₩35.1B | ₩14.9B |
| Total debt | n/a | ₩46.0B | ₩47.7B | ₩42.3B | ₩25.0B |
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Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 052400.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.0% | -29.5% | 2nd highest of 21 |
| 6-month return | -45.4% | -26.0% | 3rd lowest of 19 |
| Distance from 52-week high | -53.2% | -52.8% | 11th highest of 21 |
| Revenue growth (TTM) | +15.9% | +15.0% | 9th highest of 20 |
| Operating margin | 29.4% | 5.2% | 3rd highest of 20 |
| EV / Sales | 1.2× | 2.1× | 5th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | -20.6% | 13.7% | least demanding of 12 |
| Growth delivered (Del g) | +17.5% | +6.4% | 3rd highest of 12 |
| Hurdle (Req g minus delivered) | -38.2 pp | +7.3 pp | least demanding of 12 |
| ROIC minus cost of capital | +20.4 pp | -0.6 pp | 3rd highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kona I 052400.KS | South Korea | $290M | -45% | +16% | 29% | 1.2× | -20.6% | +17.5% |
| P-DUKE Technology 8109.TWO | Taiwan | $288M | -3% | +25% | 36% | 4.2× | -6.5% | +7.5% |
| BE Epitaxy Semiconductor Technology 7415.TWO | Taiwan | $284M | n/a | n/a | n/a | n/a | n/a | n/a |
| Holtek Semiconductor 6202.TW | Taiwan | $297M | -26% | +15% | 10% | 2.1× | 7.4% | -11.3% |
| FocalTech Systems 3545.TW | Taiwan | $301M | -15% | -21% | -4% | 0.4× | -17.5% | -2.8% |
| e-Ray Technology 7932.TWO | Taiwan | $302M | n/a | +68% | 6% | 12.0× | n/a | n/a |
| Alltek Technology 3209.TW | Taiwan | $303M | -21% | +22% | 3% | 0.2× | n/a | n/a |
| SEALSQ LAES | United States | $305M | -55% | +145% | -215% | n/a | n/a | n/a |
| LX Semicon 108320.KS | South Korea | $274M | -63% | -13% | 3% | 0.2× | -11.0% | +7.1% |
| OKins Electronics 080580.KS | South Korea | $273M | -18% | +35% | 17% | 3.6× | n/a | n/a |
| Laser Tek Taiwan 6207.TWO | Taiwan | $263M | +37% | -7% | 5% | 7.2× | 51.8% | -1.8% |
| Auk 017900.KS | South Korea | $258M | -31% | -1% | 0% | 1.9× | n/a | n/a |
| Lightron Fiber-optic Devices 069540.KS | South Korea | $256M | -39% | +5% | -54% | 12.8× | n/a | n/a |
| Websol Energy System WEBELSOLAR.NS | India | $330M | -37% | +97% | 31% | 2.1× | 9.2% | +46.9% |
| Eris Technology 3675.TWO | Taiwan | $332M | -8% | +15% | 16% | 3.6× | 20.8% | +11.4% |
| Weltrend Semiconductor 2436.TW | Taiwan | $333M | -26% | +19% | 8% | 2.1× | 13.7% | +6.4% |
| Wuxi Hodgen Technology 300279.SZ | China | $335M | -37% | -14% | 5% | 1.3× | 14.6% | +1.7% |
| APAC Opto Electronics 4908.TWO | Taiwan | $341M | -42% | +4% | 21% | 10.9× | 32.8% | +1.9% |
| Jiangsu Smartwin Electronics Technology 301106.SZ | China | $345M | -37% | +7% | 2% | 2.0× | n/a | n/a |
| Goldkey Technology 3135.TW | Taiwan | $345M | -18% | +217% | 18% | 0.9× | n/a | n/a |
| Actron Technology 8255.TWO | Taiwan | $347M | -24% | -4% | 5% | 1.5× | 14.6% | +21.4% |