1. What Happened? HDC Hyundai Development Holds IR

On September 2, 2025, HDC Hyundai Development held an IR session as part of its participation in the KB Securities Korea Conference. The company communicated its current status and future strategies to investors through presentations on key management updates and a Q&A session. They emphasized efforts to enhance transparency following the previous correction disclosure of their business report.

2. Why Does it Matter? The Need to Address Poor Performance and Financial Risks

HDC Hyundai Development recorded losses in both 2023 and 2024, and its debt-to-equity ratio continues to rise. This IR presented a crucial opportunity to address investor concerns by explaining the reasons for the poor performance and outlining plans for financial restructuring.

3. What Should Investors Do? Investment Strategy Analysis

  • Positive Factors: Management’s commitment to a turnaround, efforts to improve business transparency.
  • Negative Factors: Continued poor performance, high debt-to-equity ratio, unstable market environment.
  • Investment Strategy: Short-term investment should be approached with caution. A mid-to-long-term perspective is recommended, with investment decisions based on monitoring financial restructuring and performance recovery. Continuous monitoring of the implementation of the plans presented in the IR is crucial.

4. Investor Action Plan

Investors should thoroughly review the IR materials and subsequent disclosures, continuously tracking changes in the company’s fundamentals. Particular attention should be paid to the company’s response to construction cost management, new order strategies, and financial restructuring plans.