IR Event: What to Expect?
SoluM’s IR on August 18, 2025, will feature a review of Q2 2025 earnings and a Q&A session with investors. This event is crucial for rebuilding investor trust and attracting investment following the 2024 business report correction issue.
Earnings Outlook: Why It Matters
SoluM is projected to achieve KRW 70 billion in sales and KRW 6.5 billion in operating profit in 2025, indicating recovery and growth. However, given the decline in profitability indicators in 2024, the IR needs to provide a clear explanation of how SoluM plans to improve and stabilize its profitability. Investors should pay close attention to the company’s strategies for navigating macroeconomic challenges, including the rising KRW/USD exchange rate and increasing international oil and shipping indices.
Investment Strategy: What Should Investors Do?
Potential investors should carefully analyze the information presented during the IR, particularly the following:
- Q2 Earnings: Verify the recovery trend.
- Growth Outlook and Business Plans: Assess future growth potential.
- Cost Management Strategies: Evaluate how SoluM plans to address rising costs.
- Internal Control System Improvements: Examine measures to prevent recurrence of past reporting issues.
- Investment Attraction Results: Review the scale and utilization plan for any secured investments.
Key Checklist for Investors
Before the IR, consider these questions:
- Do SoluM’s Q2 earnings meet market expectations?
- What are the specific strategies for improving profitability?
- Are the measures for addressing macroeconomic uncertainties sufficient?
- Has the internal control system been strengthened?
After the IR, make informed investment decisions based on management’s responses and the data presented.