Miri Capital Increases Stake in Gabia: What Happened?

On September 18, 2025, Miri Capital Management LLC increased its stake in Gabia from 17.19% to 18.24%, a 1.05% increase. While stated as a general investment, the market is interpreting this move in various ways.

Gabia’s Current Situation

Gabia shows stable growth in its IT infrastructure business, including cloud, IDC, and IX. The acquisition of CSAP certification is expected to boost its entry into the public cloud market. However, the recent slowdown in sales and operating profit growth, and decrease in liquidity, are points to consider when investing.

Impact of the Increased Stake on Gabia’s Stock Price

  • Positive Impact: Increased stake by an institutional investor can act as a positive momentum for stock prices. Miri Capital’s investment can be interpreted as a positive signal for Gabia’s growth potential.
  • Potential Risks: There is a possibility of increased short-term stock price volatility. Also, considering Miri Capital’s investment objective is ‘general investment,’ future stake changes should be considered.

What Should Investors Do?

  • Short-term Investment: If you anticipate a short-term stock price increase, you might consider buying, but be mindful of volatility. It is important to monitor Miri Capital’s future moves.
  • Long-term Investment: Make investment decisions after comprehensively analyzing Gabia’s fundamentals, financial soundness, and market environment. Continuously monitor the growth of the cloud market and changes in the competitive landscape.

※ This report is not an investment recommendation, and the responsibility for investment lies with the investor.