Now is the time to buy the dip: Say My Name, If You, U-Sphere, the next Lisense [Oh!Ssen Letter]
Predicted impact: Low
Opinion column suggesting buying dips; no company event.
Sphere스피어
347700 · KOSDAQ · ₩347700 · 스피어
₩18,690▼ ₩1,310 (6.55%)End-of-day · Oct 26, 2026 · End-of-day prices.
Price · 1Y +114.33%
- Market cap
- ₩963B
- Enterprise value
- ₩1.2T
- P/E
- —
- P/B
- 5.9×
- Dividend yield
- 0.0%
- ROE
- −27.7%
- Net margin
- −25.6%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−67.4% from the high
₩7,050Today: ₩18,690 – ₩19,680₩57,300
Returns
- 1W−14.5%
- 1M−19.8%
- 3M+10.2%
- 6M−55.0%
- YTD+27.2%
- 1Y+110.7%
- Volume today
- 573,477
- 0.5× the 20-day average
- Traded today
- ₩11B
- Listed shares
- 51,551,362
- EPS (12 months)
- −₩879
- Earnings yield −4.7%
AI research · InitiationSphere: Revenue Jumped in 2025 but H1 2026 Net Loss and Leverage Remain ElevatedThe data shows a company whose reported scale changed sharply, with revenue of ₩177.1B on a trailing basis versus ₩2.6B in 2024, and a share price up 125.1% in a year.Read the full report →
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Why is it moving?
−6.6% on Oct 26, 2026.
Sphere disclosed an investor relations event and an amended major sales or supply contract in filings on October 27. A Chosun Biz piece on October 26 advised readers to buy the dip and listed several names, but it is commentary rather than company news.
AI summary of the news and filings linked. It can be wrong; check them.
- • Filing: Investor relations (IR) event
- • Filing: Amended: Major sales or supply contract
- • Foreign investors bought a net ₩1.3B that day
Possible reasons, not certainties. Not financial advice.
Signals
Quiet- BuzzQuietBuzz 32 of 100 (50 is a normal day for this stock).
- SentimentMixedNews: Filings are routine (an IR event and an amended contract); no clear positive or negative content is given. Community: 0 bullish, 0 bearish posts this week.
- MomentumWeak-19.8% over the last month; the price is below its 20-day average.
- News impactHigh18 news items and filings in two weeks; 1 rated high impact, 3 medium.
Signals describe activity, not recommendations. Not financial advice.
Knock-on effects
Speer signs ₩28.5B-scale special alloy supply contract
HVMMoves with SPHERE (corr 0.71); moved with SPHERE on 16 of its 17 biggest days
News about other companies that has, in the past, moved this stock too. Evidence-based, not a prediction.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 26: sell ₩637M at the close (2.2% of 20-day average trading value)
On its 39 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 3.7% of trading value and pointed the same way 32 of 39 times.
- 2× KODEX KOSDAQ150 Leverage −₩537M
- -1× KODEX KOSDAQ150 Futures Inverse −₩45M
- 2× TIGER KOSDAQ150 Leverage −₩40M
- 2× RISE KOSDAQ150 Futures Leverage −₩11M
- -1× TIGER KOSDAQ150 Futures Inverse −₩1.2M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 11 funds.
- KODEX KOSDAQ1500.4%
- KODEX KOSDAQ150 Leverage2×0.4%
- TIGER KOSDAQ1500.4%
- RISE KOSDAQ1500.4%
- ACE KOSDAQ 1500.4%
- TIGER KOSDAQ150 Leverage2×0.4%
- KIWOOM KOSDAQ1500.4%
- SOL KOSDAQ1500.4%
Estimated from the funds' index or underlying stock.
Sphere stock overview
Sphere (스피어, KRX: 347700) is listed on KOSDAQ, in the Software sector. Sphere Corporation designs and runs global supply chain management for special alloys used in the space industry, acting as a Tier-1 supply integrator that handles materials sourcing, global vendor networks, production and quality control, delivery management, and logistics for customers' space programs. Its shares closed at ₩18,690 on Oct 26, 2026, down 6.55% on the day, giving it a market value of ₩963B.
Key facts
- Market cap
- ₩963B
- Sector
- Software
- Latest price change
- −6.55%
- As of
- Oct 26, 2026
- Main business
- Sphere Corporation designs and runs global supply chain management for special alloys used in the space industry, acting as a Tier-1 supply integrator that handles materials sourcing, global vendor networks, production and quality control, delivery management, and logistics for customers' space programs.
Quick answers about Sphere
- What does Sphere do?
- Sphere Corporation designs and runs global supply chain management for special alloys used in the space industry, acting as a Tier-1 supply integrator that handles materials sourcing, global vendor networks, production and quality control, delivery management, and logistics for customers' space programs. Beyond this core business, the company also pursues special minerals and raw materials, digital AI healthcare, health functional foods, and smart medical devices.
- What is the market cap of Sphere?
- The market capitalisation of Sphere was ₩963B at the close on Oct 26, 2026.
- Who are the largest shareholders of Sphere?
- According to the latest official filings, the largest reported holders are Choi Kwang-soo (33.50%, as of May 11, 2026); Bilans New Technology Fund No. 19 (4.20%, as of Jan 14, 2026); Tema Space Innovators ETF (2.49%, as of May 31, 2026).
- When is the next earnings report from Sphere?
- Korean companies rarely announce results dates in advance. Based on when Sphere filed the same report in past years, its next 3q results is expected around Nov 14, 2026.
- Does the National Pension Service own Sphere?
- Yes. The National Pension Service held 0.83% of Sphere shares as of Dec 31, 2025.
Company profile
Sphere Corporation designs and runs global supply chain management for special alloys used in the space industry, acting as a Tier-1 supply integrator that handles materials sourcing, global vendor networks, production and quality control, delivery management, and logistics for customers' space programs. Beyond this core business, the company also pursues special minerals and raw materials, digital AI healthcare, health functional foods, and smart medical devices.
Written by AI from the company's latest annual report.
- Korean name
- 스피어
- Sector
- Software
- Themes
- AI software & services
- CEO
- 최광수
- Founded
- Sep 2012
- Listed
- Mar 2021
- Listed shares
- 51,551,362
- Fiscal year ends
- Month 12
- Website
- spherecorp.kr/
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Recent news
Youspirit Holds First Japan Fan Meeting, Sets Stage for Expansion of Fandom in Japan
Predicted impact: Low
Fan meeting in Japan is a routine entertainment event with no financial size given.
Aroarabs Considers Applying 'Ocean Sphere' to Arctic Route, Considering Introduction by Penstar
Predicted impact: Low
Only considering adoption of Ocean Sphere by Penstar; no contract size or commitment.
Recent filings
See all- Investor relations (IR) eventOct 27, 2026
- Amended: Major sales or supply contractOct 27, 2026
- Amended: Major sales or supply contractOct 19, 2026
- Amended: Major sales or supply contractOct 15, 2026
- Major sales or supply contractOct 14, 2026
Titles in Korean until English translations are added.
Also known as: Sphere / 스피어 / 347700 / KRX:347700
Source: KRX statistical information