1. What Happened? After-Hours Trading Analysis
After the market closed on August 18, 2025, over 2.09 million SeoHan shares were traded. Notably, significant net buying by institutional investors suggests a positive supply-demand signal. However, the possibility of this being a one-off event necessitates cautious interpretation.
2. Why Did This Happen? Company Fundamentals and Market Analysis
Despite a decline in revenue in the first half of 2025, SeoHan achieved positive results, including a return to operating profit and improved financial health. The order backlog exceeding 1.4 trillion KRW further fuels expectations for future performance. However, SeoHan’s sensitivity to external factors like interest rates, exchange rates, and raw material prices, coupled with its high reliance on the apartment sales business, poses risks.
3. What Should Investors Do? Investment Perspective
While the after-hours trading surge may provide a short-term positive momentum, a long-term investment perspective requires a comprehensive evaluation of SeoHan’s fundamental improvements and its strategies for navigating market changes. Strengthening competitiveness beyond apartment sales and managing project financing risks will be crucial factors.
4. Investor Action Plan
- Short-Term Investors: Capitalize on short-term momentum, but exercise caution due to potential volatility.
- Long-Term Investors: Base investment decisions on the sustainability of fundamental improvements and risk management capabilities.