What Happened?

On August 19, 2025, Mirae Asset Management announced an increase in its S&S Tech holdings from 4.96% to 5.00%. Including Mirae Asset Discovery Securities and Mirae Asset Independence Private Equity Fund, they now hold a total of 1,065,726 common shares.

Why Does It Matter?

Stake changes by large institutional investors like Mirae Asset often attract market attention. Especially with S&S Tech’s increasing investment in EUV-related businesses, Mirae Asset’s stake acquisition can be interpreted as a positive assessment of the company’s growth potential.

What’s Next?

Short-Term Impact

  • Positive: Increased institutional investor interest may provide short-term upward momentum for the stock price.
  • Neutral: The small change in stake may not directly impact the company’s fundamentals.

Long-Term Impact

  • EUV Business Performance: The success of the EUV business will be key to the stock’s future direction.
  • Fundamental Improvement: Improvements in sales and profitability could further encourage institutional investment.

What Should Investors Do?

  • Monitor Performance: Keep an eye on S&S Tech’s H2 2025 and future earnings, particularly the performance of its EUV business.
  • Consider Macroeconomic Factors: Factor in the influence of macroeconomic variables such as interest rates and exchange rates.
  • Watch for Further Disclosures: Monitor any further stake changes by Mirae Asset.