1. Seoul Semiconductor’s Q3 2025 Outlook: What Happened?
Seoul Semiconductor forecasts consolidated revenue of KRW 180 billion for Q3 2025, a 7.2% increase compared to Q1 2025. However, the company did not provide guidance for operating or net income.
2. Reading Between the Lines: Why No Profit Guidance?
The lack of operating profit guidance, following a KRW 13.1 billion operating loss in Q1, suggests uncertainty about Seoul Semiconductor’s ability to improve profitability. Rising raw material prices, high interest rates, and a challenging macroeconomic environment could continue to pressure margins.
3. Investor Implications: What Does This Mean for You?
While the sales growth projection is positive, investors should proceed with caution given the unclear profitability outlook. A thorough review of Q3 earnings, including operating and net income, cost control measures, and new business performance, is crucial before making investment decisions.
4. Investment Action Plan
- Short-term investors: Remain cautious until the Q3 earnings release, then assess profitability indicators before investing.
- Long-term investors: Continuously monitor UV LED market growth, new business success, and cost management and profitability improvement trends.