1. What Happened? – Q2 2025 Earnings Summary

Park Systems released its Q2 2025 earnings on August 6, 2025. Revenue reached ₩52.3 billion, exceeding the estimated ₩49.7 billion by 5%. However, operating profit remained at the expected ₩12 billion, and the company reported a net loss against the projected net profit of ₩11 billion.

2. Why These Results? – Performance Analysis and Background

Positive Factors:

  • Stable business growth driven by increased sales of industrial equipment.
  • Future growth potential secured through the acquisition of Lyncee Tec SA and its Digital Holographic Microscope technology.

Negative Factors:

  • Net loss attributed to foreign exchange fluctuations (KRW/USD exchange rate: 1,387.50, KRW/EUR exchange rate: 1,605.96).
  • Potential occurrence of unexpected expenses.

Macroeconomic Context:

  • Rising international gold prices, declining international crude oil prices.
  • Frozen benchmark interest rates in both the US and Korea, with bond yields showing a gradual upward trend.

3. What’s Next? – Future Outlook and Investment Strategies

Short-Term Outlook: The net loss may exert downward pressure on the stock price, but the revenue exceeding estimates could act as positive momentum.
Mid- to Long-Term Outlook: Technological innovation and global market growth are positive factors, but the company’s response to exchange rate fluctuations and intensifying competition will be crucial.

4. What Should Investors Do? – Key Checkpoints

  • Identify the specific cause of the net loss (foreign exchange losses, one-time expenses, etc.).
  • Review the company’s outlook for the second half and its hedging strategy against exchange rate fluctuations.
  • Examine the synergy effects and business performance following the acquisition of Lyncee Tec SA.
  • Analyze semiconductor industry trends and investment patterns of major clients.