1. Sajo Oyang’s H1 2025 Performance: What Happened?

Sajo Oyang recorded sales of KRW 203.71 billion, operating profit of KRW 5.9 billion, and net profit of KRW 7 billion in H1 2025, marking a return to profitability. The robust growth of the food manufacturing division drove the performance, while the marine division continued to struggle.

2. Key Business Segment Analysis: Why These Results?

  • Food Manufacturing: Strong domestic sales of processed foods led to KRW 154.456 billion in revenue, a 2.04% increase year-on-year.
  • Marine: Reduced tuna catches and sluggish exports to Japan resulted in KRW 47.636 billion in revenue, a 27.5% decrease year-on-year.

3. Macroeconomic Impact and Future Outlook: What’s Next?

Rising raw material prices and exchange rate volatility could negatively impact Sajo Oyang’s profitability. However, the trend of interest rate cuts is expected to improve investment sentiment.

4. Action Plan for Investors: How to Invest?

In the short term, upward momentum in stock prices is expected due to turnaround expectations. However, in the medium to long term, it is crucial to monitor the marine division’s risk management and the company’s ability to respond to macroeconomic variables. Carefully analyze the sustainability of the food division’s growth and the potential for recovery in the marine division before making investment decisions.