1. What Happened?
On July 21, 2025, Aekyung Chemical disposed of 3,347 treasury shares. The purpose was to deliver shares following the exercise of stock options.
2. Why the Disposal?
This disposal is due to employees exercising their stock options and shouldn’t be interpreted as a negative signal for the company’s value. It can be seen positively, boosting employee motivation and contributing to long-term growth.
3. Impact on Stock Price?
The disposal’s small scale means the direct impact on the stock price is expected to be limited. However, investors should pay attention to the weak Q1 2025 results (revenue of KRW 370 billion, net loss of KRW 14 billion). A thorough analysis is needed, considering seasonal factors, rising raw material prices, the rising KRW/EUR exchange rate, and the slowdown in China’s economic growth.
4. Investor Action Plan
Focus on Aekyung Chemical’s fundamentals rather than short-term price volatility. Monitor the performance of new eco-friendly businesses, the progress of the Aekyung Jungbu Country Club sale, and the effectiveness of the quarterly dividend policy. Keep a close eye on raw material prices and exchange rate fluctuations.