Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
126600.KQ
SELLREMOVEBGFecomaterials CO., LTD. · Consumer Cyclical · South Korea · $144M · Avg Vol: $1M/d
BGFecomaterials produces specialized chemical materials, including semiconductor process chemicals. While it has exposure to the semiconductor supply chain, it lacks the scale and dominant market share of global advanced packaging leaders.
COMPANY DESCRIPTION
BGFecomaterials Co., Ltd. is a South Korean specialty chemical and advanced materials company focused on engineering plastics, eco-friendly materials, and high-performance polymer compounds. The company's products are widely used in the automotive, electronics, and industrial sectors to achieve lightweighting and environmental compliance. BGFecomaterials' competitive advantage lies in its proprietary compounding technologies, strong R&D capabilities, and strategic alignment with the global transition toward sustainable and lightweight materials.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 173.3M | 188.0M | 239.8M | 261.9M | 14.8% |
| EPS | 0.68 | -0.16 | 0.17 | 0.15 | -39.6% |
| Shares | 31.9M | 54.0M | 62.8M | 61.9M | +94.4% |
| Debt | 53.9M | 30.9M | 76.3M | 112.3M | 27.7% |
| Equity | 130.9M | 226.6M | 263.9M | 270.4M | 27.4% |
| Op CF | -6.7M | 16.0M | 8.2M | 17.7M | 5.3% |
| Inv CF | -6.5M | -47.6M | -64.2M | -75.6M | — |
| Fin CF | -11.1M | 39.8M | 53.8M | 32.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 126600.KQ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 126600.KQ | BGFecomaterials CO., LTD.(you) | $144M | 22 | SELL |
| 118990.KQ | Motrex Co., Ltd | $122M | 32 | SELL |
| 010580.KS | SMBEXEL Company | $171M | 10 | STRONG SELL |
| 012210.KQ | Sammi Metal Products Co., Ltd. | $112M | 10 | STRONG SELL |
| 004100.KS | Taeyang Metal Industrial Co., Ltd. | $65M | 24 | SELL |
| 123040.KQ | MS Autotech Co.,Ltd | $66M | 16 | STRONG SELL |
| 101360.KQ | Eco&Dream Co., Ltd. | $138M | 0 | STRONG SELL |
| 241690.KQ | UNITEKNO Co.,Ltd | $50M | 18 | STRONG SELL |
| 396300.KQ | SeA Mechanics Co., Ltd | $88M | 5 | STRONG SELL |
| 092200.KS | DAE-IL Corporation | $218M | 2 | STRONG SELL |
Peer medians: ROE 6.1% · P/E 8.0x · Gross margin 17.8%