Why did Soosung Asset Management divest its Oheim & Company shares?

Soosung Asset Management exercised its call option on privately placed convertible bonds (CBs), selling 354,485 shares of Oheim & Company in an off-market transaction. This reduced their stake from 6.24% to 4.16%. Typically, large-scale selling by institutional investors can put short-term downward pressure on stock prices.

Impact on Stock Price: Short-term decline vs. Long-term growth

While a short-term price drop is possible, the direct impact on Oheim & Company’s fundamentals in the long term is limited. The influx of funds from the call option exercise could actually be positive for financial soundness. The growth of new businesses like “Irop” and the brand expansion strategy are expected to maintain long-term growth momentum.

What should investors do? Key Investment Points

  • Q2 2025 and beyond earnings improvement: Future earnings announcements should be monitored to confirm continued growth.
  • Management changes and litigation risks: Constant monitoring is necessary.
  • Macroeconomic factors: The impact of external factors such as exchange rates, interest rates, and international oil prices should be considered.

More accurate investment decisions can be made through additional financial information and market analysis.