1. What Happened? Caregen’s Investment Caution Notice

On September 23, 2025, Caregen received a notice indicating a potential designation as an investment caution issue due to unusual stock price surges in a short period. This suggests potential short-term stock price volatility and the need for investors to proceed with caution.

2. Why Did This Happen? Background and Analysis

Since May, Caregen’s stock price has been on an upward trend, accompanied by increased trading volume. This rapid price fluctuation is considered the primary reason for the investment caution notice. However, with a slight decrease in Q2 2025 earnings compared to the same period last year, a thorough evaluation of potential overheating relative to fundamentals is necessary.

3. What’s Next? Impact and Outlook

  • Short-term Impact: Weakened investor sentiment, increased stock price volatility, higher possibility of profit-taking.
  • Mid- to Long-term Impact: Potential for stock price recovery if fundamentals improve and new businesses show tangible results. Conversely, continued poor performance could lead to further price declines.

4. What Should Investors Do? Action Plan

  • Short-term Investors: Be mindful of increased volatility, focus on observation rather than short-term trading.
  • Mid- to Long-term Investors: Continuously monitor fundamental changes, including new business performance, R&D achievements, and earnings improvement.

5. Caregen’s Fundamental Analysis

  • Positive Factors: Solid financial health, stable growth in core businesses (professional therapy, cosmeceuticals), new businesses with high growth potential (health functional foods, new drug pipeline).
  • Negative Factors: Slowdown in Q2 2025 earnings, potential weakening of export competitiveness due to the declining USD/KRW exchange rate.