1. Silicon Two’s Q2 Earnings Release: What’s it about?
Silicon Two will hold its Q2 2025 earnings conference call (IR) on September 15, 2025, at 10:00 AM. The IR will include the announcement of the company’s semi-annual earnings, along with a presentation of its business and a Q&A session.
2. Why should you pay attention to Silicon Two?
Riding the growth of the K-Beauty market, Silicon Two has maintained solid growth through global market expansion and business diversification. However, potential risk factors such as increasing inventories, foreign exchange risk, and uncertainties in new businesses also exist. This IR will be an important venue to address investors’ questions about these opportunities and risk factors and to check the company’s future growth strategies and vision.
3. Silicon Two’s Opportunities and Threats: Key Analysis
- Positive Factors: Acceleration of global market expansion (entry into Middle East and South America), robust financial structure (successful capital increase), diversification of business portfolio (IT, management, entertainment), establishment of efficient logistics systems and marketing infrastructure
- Negative Factors: Burden of increasing inventories, foreign exchange and derivatives risk, uncertainties in new business development, changes in the macroeconomic environment
4. Action Plan for Investors: Key Questions to Focus on During the IR
When participating in the IR or reviewing the materials, look for answers to the following questions:
- Detailed Q2 earnings (sales and profit growth trends, performance by region/business segment)
- Inventory status and management strategy (plans to improve inventory turnover, optimization of inventory management system)
- Foreign exchange risk management strategy (management of foreign currency assets/liabilities, hedging strategy)
- Status and plans for new business development (progress, monetization strategy, investment size)
- Future investment plans and funding methods