MetaFlex Acquires 2 Billion Won CB in Satoshi Holdings and CB Conversion Price Adjustment Causes Potential 11.5% Dilution


  • MetaFlex, as the largest shareholder of Satoshi Holdings, reported changes in its stake following a new 2 billion won convertible bond acquisition on July 15, 2026, and a downward adjustment of conversion prices for existing CBs held by special relations.
  • The issuer executed a 5:1 stock merger, reducing total voting shares from 26.02 million to 5.20 million, proportionally decreasing the number of shares held.
  • MetaFlex acquired 438,020 CB shares using its own funds of 2 billion won. Additionally, the conversion price of existing CBs was lowered from 8,790 won to 7,590 won, increasing potential conversion shares for special relations by approximately 162,000 shares.
  • Special relation Kim Da-woon left due to resignation, reducing the number of special relations to five and affecting the calculation of holding ratios.
  • The increase in CB holdings by the largest shareholder raises potential dilution risk upon conversion if the stock price rises, which may pressure existing shareholder value.
  • [AI Summary]MetaFlex's 2 billion won CB acquisition aims to strengthen its control, but combined with the conversion price adjustment, potential dilution of 11.5% of outstanding shares raises concerns for existing shareholders. While the use of internal funds shows financial stability, the dilution risk may outweigh short-term price momentum.

KOSDAQ Filing Information


  • Report on Large Shareholding (General)
  • Company: Satoshi Holdings (223310)
  • Submission: MetaFlex

  • Shares: 5,204,642
  • Price: 3,945 KRW
  • Market Cap: 20.5 B KRW