1. EastAid’s H1 2025 Performance Disappoints

EastAid reported weak financial results for the first half of 2025, with revenue of ₩4.2 billion, an operating loss of ₩900 million, and a net loss of ₩1.1 billion. The losses widened compared to the same period last year, and revenue continues to decline compared to previous years.

2. Can AI Initiatives Drive Growth?

EastAid aims to enhance Zum.com’s competitiveness and attract new users by strengthening its AI-powered portal services. While the launch of AI-driven services like AI Issue Trends and AI 1-Second Summary is a positive development, it remains uncertain whether these initiatives will translate into meaningful revenue generation. Developing and scaling AI technology requires significant investment, which could further hinder profitability in the short term. Furthermore, increasing competition in the AI service market poses a threat to EastAid’s growth.

3. Asset Management Business Shows Growth but with Risks

The asset management business contributed 69.86% of EastAid’s revenue in the first half of 2025, establishing itself as a key growth driver. However, potential changes in ownership stakes and the possibility of recognizing losses from equity method investments introduce financial volatility.

4. Action Plan for Investors

EastAid is striving to secure new growth engines through AI technology, but the current financial downturn is a cause for concern among investors. The stock price is likely to decline in the short term, and a cautious investment approach is warranted until the effectiveness of the company’s mid-to-long-term growth strategy becomes apparent. Investors should closely monitor the execution of EastAid’s AI strategy, its progress in restoring financial health, and the stable growth of its asset management business.