Avaco IR: What to Expect

Avaco’s IR will focus on the company’s 2025 half-year performance and future business strategies. Key topics will include the surge in earnings driven by OLED In-Line Vacuum System orders, the recovering display equipment market, and updates on new business ventures in secondary batteries, semiconductors, and MLCCs.

Decoding the Growth Surge

Avaco reported impressive figures for the first half of 2025: revenue of KRW 185.13 billion and operating profit of KRW 16.02 billion, representing year-on-year growth of 77.2% and 155.5%, respectively. This success is attributed to increased orders for OLED In-Line Vacuum Systems and the rebounding display market. Diversification into secondary batteries, semiconductors, and MLCCs also contributes to growth.

Key Investment Takeaways

The IR provides insights into Avaco’s strong fundamentals, growth potential, and new business strategies. Investors should pay close attention to the display market recovery and new business investments. Factors to consider include the recent decline in R&D spending, macroeconomic conditions, and dependence on the Chinese market.

Investor Action Plan

  • Carefully review the IR materials and Q&A session for informed investment decisions.
  • Assess the company’s future value by analyzing R&D investment plans, new business growth strategies, and risk management measures.
  • Continuously monitor macroeconomic fluctuations and industry trends to adjust investment strategies.