1. What Happened?: Treasury Stock Disposal Announced

QSI announced the disposal of treasury stock worth 3 billion KRW on August 27, 2025. The stated purpose is ‘pursuing collaborations according to mid- to long-term management strategies.’

2. Why?: Strengthening Collaborations and Improving Financial Structure

QSI aims to strengthen collaborations with potential partners and secure new business opportunities through this treasury stock disposal. The proceeds will also be used to improve the financial structure and secure liquidity.

3. What’s Next?: Opportunities and Risks Coexist

  • Positive Aspects: Increased growth potential through collaboration, improved financial structure.
  • Negative Aspects: Short-term stock price volatility, uncertainty in achieving disposal objectives, continued poor performance.

4. Investor Action Plan: 4 Key Checkpoints

Investors should consider the following factors:

  • Specific terms of the treasury stock disposal (target, price, schedule, etc.)
  • Performance improvement from the second half of 2025 onwards
  • Tangible results from R&D investments
  • Changes in the macroeconomic environment (interest rates, exchange rates, etc.)

While the treasury stock disposal is a positive signal, a true rebound requires accompanying performance improvements.