1. UBS Korea Summit 2025 IR: What was discussed?
CS Wind shared its business performance and industry outlook at this IR. While the 2024 results showed improvement compared to 2023, the increasing debt ratio remains a challenge. The benefits from the growth of the global wind power market and plans to enter new businesses such as offshore wind power are evaluated as positive factors.
2. Why should investors pay attention to CS Wind?
The growth of the global wind power market is a significant opportunity for CS Wind. However, there are also risk factors such as intensified competition, rising raw material prices, and interest rate hikes. Therefore, investors should consider these factors comprehensively.
- 2024 Performance (compared to 2023):
- Revenue: KRW 498.4 billion (Slight recovery)
- Operating Profit: KRW 20.1 billion (Improvement, operating margin 4.03%)
- Net Profit: KRW 11 billion (Return to profit)
- ROE: 5.62% (Recovery)
- Debt Ratio: 111.24% (Continued increase)
- PER/PBR: 16.08/0.88 (Based on 2024)
3. How should investors approach CS Wind?
Carefully analyze the IR presentation and market conditions. Positive announcements can lead to short-term stock price increases, but long-term investment depends on competitiveness in the wind power market and CS Wind’s strategies. Continuous monitoring of financial soundness improvements is also crucial.
4. Key Action Plan for Investors
If you are considering investing in CS Wind, it’s advisable to develop the following action plan:
1. Thoroughly review IR materials and related news to understand the company’s growth strategy.
2. Analyze the growth outlook and competitive landscape of the wind power market.
3. Evaluate CS Wind’s financial status and risk factors.
4. Make investment decisions in line with your investment objectives and risk tolerance.