1. What Happened? : Anda Asset Management’s Stake Acquisition

Anda Asset Management announced on August 5, 2025, the acquisition of 9,598,457 shares (24.91%) of Daesun Shipbuilding. This acquisition, aimed at management participation, signals significant changes for Daesun’s future.

2. Why? : Is Daesun Shipbuilding an Attractive Investment?

In 2024, Daesun Shipbuilding achieved remarkable results, with a 31.7% increase in sales and a staggering 340.3% surge in operating profit. The company also significantly improved its debt ratio, strengthening its financial health, and achieved a positive turnaround in operating cash flow. However, with projections of a slight decline in performance in 2025, securing stable growth momentum is crucial.

3. What’s Next? : Expectations and Concerns

  • Positive Impacts: Enhanced management efficiency, increased shareholder value, improved investor sentiment, accelerated financial restructuring.
  • Negative Impacts: Management conflicts, short-term profit-taking, information asymmetry, external factors.

The stock price surged between August 1st and 5th, but increased volatility is expected in the future.

4. Investor Action Plan

  • Monitor Anda Asset Management’s management plans and strategies.
  • Analyze the relationship with existing management.
  • Examine macroeconomic and industry indicators.
  • Maintain a long-term perspective, avoiding short-term price fluctuations.
  • Demand increased information transparency and shareholder communication.