1. CS WIND’s IR Presentation: What was discussed?
CS WIND held a Non-Deal Roadshow IR to share its business performance and industry outlook. It is expected that they focused on alleviating concerns about recent financial volatility and increasing debt ratios, while emphasizing the company’s growth potential within the expanding wind power market.
2. Why should investors pay attention to CS WIND?
The growth of the wind power market, particularly the expansion of the offshore wind market, presents a significant opportunity for CS WIND. The strengthening ESG management trend is also expected to positively impact CS WIND’s business. Furthermore, the rise in the USD/KRW exchange rate could benefit CS WIND as an exporting company.
3. CS WIND’s Present and Future
- Financial Performance: Expected recovery after a decline in sales and operating profit; increasing debt ratio requires attention.
- Growth Outlook: Positive outlook due to wind market growth and offshore wind expansion; sound financial management is crucial.
- Macroeconomic Impact: Consideration of exposure to exchange rate, interest rate, and raw material price fluctuations is necessary.
4. What should investors do?
Investors should carefully analyze the IR presentation and evaluate the company’s growth strategy and efforts to improve its financial soundness. It is crucial to make investment decisions based on a comprehensive consideration of macroeconomic indicators and industry outlook. Closely examine the link between the industry outlook presented in the IR and CS WIND’s order intake and production capacity expansion plans.