SNT Energy Stake Sale: What Happened?

Pipesolution No. 3 reduced its stake in SNT Energy from 7.84% to 5.53%, selling 2.31% of its shares. This was due to the disposal of convertible bonds issued by SNT Holdings, with approximately 450,000 shares traded on the market.

Background and Fundamental Analysis – Is SNT Energy Okay?

SNT Energy recorded sales of KRW 115.2 billion in Q1 2025, an 87% increase year-on-year. Operating profit and net income also increased significantly, showing solid growth. The order backlog of KRW 924 billion raises expectations for future performance. The positive market outlook for core businesses such as AIR COOLER, HRSG, and Condenser/SCR brightens SNT Energy’s future. In particular, the global expansion of plant investment and the trend towards eco-friendly energy transition are expected to serve as major opportunities for SNT Energy.

Impact of the Stake Sale and Investment Strategies

Short-term downward pressure on stock prices and supply-demand imbalances are expected, but the mid-to-long-term impact on management rights or fundamentals is expected to be limited. The current exchange rate level can be a positive factor for SNT Energy, but raw material price volatility and the possibility of a global economic recession are risk factors.

Action Plan for Investors

  • Short-term investors: You can look for bargain-hunting opportunities if the stock price falls due to the stake sale, but a conservative approach is needed in case of a downtrend.
  • Mid-to-long-term investors: It is necessary to monitor core business competitiveness, new orders, and overseas business expansion and evaluate investment value from a long-term perspective.