1. SOSLAB Announces ₩43 Billion Convertible Bond Issuance

On August 1, 2025, SOSLAB announced its decision to issue ₩43 billion in convertible bonds (CBs). The issuance method is private placement, with major investors including 2022 Samsung SBI ESG Fund and Korea Investment & Securities.

2. Why the CB Issuance?

The disclosed information doesn’t specify the exact purpose of the funds. Typically, funds raised through CB issuance are used for R&D investments, facility investments, securing human resources, and other growth drivers. While SOSLAB is also expected to utilize the funds for similar purposes, further information is needed to confirm the exact allocation.

3. Investment Opportunity or Red Flag?

  • Positive Aspects: Investments from prominent institutions like Samsung SBI ESG Fund and Korea Investment & Securities suggest a positive outlook on SOSLAB’s growth potential. The ₩43 billion influx can improve financial soundness and contribute to securing future growth drivers.
  • Negative Aspects: The significant gap between the stock price (₩23) at the time of issuance and the conversion price (₩10,857) poses a risk of share dilution for existing shareholders if conversion occurs without a corresponding stock price increase. The lack of transparency regarding the use of funds is also a risk factor.

4. Investor Action Plan

SOSLAB’s CB issuance presents both growth potential and investment risks. Before making an investment decision, investors should seek additional information about the planned use of funds and carefully consider the company’s business strategy, technological competitiveness, potential for market share expansion, and other relevant factors. Thoroughly evaluating the company’s long-term growth potential and profitability outlook is crucial.