1. Hyundai Ezwel IR: What was discussed?
On August 28, 2025, Hyundai Ezwel held an IR at the Hyundai Department Store Group Corporate Day. The company presented its recent business performance and future strategies, and held a Q&A session with investors. New growth engines such as meal benefit and public welfare business expansion attracted particular attention.
2. Strong fundamentals: Why should investors pay attention?
Hyundai Ezwel leads the selective welfare market with a market share of approximately 50%. Both sales and operating profit grew year-over-year in the first half of 2023, and the company received excellent ESG management ratings. These solid fundamentals are attractive to investors seeking stable investment opportunities.
3. Hidden risks: What to watch out for?
- • High proportion of financial assets: Risk of investment loss due to market volatility
- • High debt ratio: Possibility of increased financial burden in case of interest rate hikes
- • Macroeconomic uncertainty: Impact of external factors such as interest rates and exchange rate fluctuations
These risks should be carefully considered before making investment decisions.
4. Investment Strategy: How to invest?
- • Thoroughly analyze IR data: Check management’s answers and future strategies
- • Prepare for short-term stock volatility: Invest cautiously while monitoring market conditions
- • Maintain a long-term perspective: Consider the competitiveness of the core business and ESG management performance
It is essential to evaluate the corporate value from a long-term perspective and make investment decisions accordingly.