What Happened?: KRW 16.5B PC Construction Contract Awarded

Samil CNS has secured a PC construction contract with Hyundai Asan for the Orion Jincheon new factory. The contract is worth KRW 16.5 billion, representing 7.45% of Samil CNS’s revenue. The contract period is from September 22, 2025, to June 30, 2027.

Why It Matters: Strengthening Fundamentals and Growth Momentum

This contract is expected to directly contribute to increasing sales in Samil CNS’s concrete business division and further strengthen the positive fundamental improvement trend shown in the first half of 2025 report. The PC construction method aligns with smart construction trends and is expected to positively impact the company’s profitability. The collaboration with Hyundai Asan also increases the likelihood of further contract opportunities in the future.

What’s Next?: Stock Outlook and Investment Strategies

This contract is likely to have a positive impact on the stock price in the short term. However, external factors such as the construction market, interest rates, and raw material prices should be considered. In the long term, continuous growth is expected through the growth of the wind power business and stable expansion of the PC business. Investors should consider these factors comprehensively when making investment decisions.

Investor Action Plan

  • Short-term investors: Consider investment strategies that utilize short-term stock price momentum. However, be aware of changes in market conditions.
  • Long-term investors: Focus on the company’s fundamental improvement and growth potential, and consider long-term investments.
  • All investors: Continuous monitoring of external factors such as construction market conditions and interest rate fluctuations is necessary.