1. PEMTRON IR: What Happened?

PEMTRON held an IR session on September 10, 2025, to enhance investor understanding and boost corporate value. The session covered the company’s general status, main business activities, followed by a Q&A.

2. PEMTRON: Opportunities and Risks

Positive Factors:

  • Expanding market share and stable revenue generation in the SMT inspection equipment market
  • High growth potential in semiconductor and secondary battery inspection equipment markets
  • Strengthening competitiveness through AI technology integration
  • Active R&D investments

Concerns:

  • Significant net loss and deteriorating profitability
  • High debt ratio and concerns about financial stability
  • Potential stock dilution due to convertible bond issuance
  • Increase in accounts receivable and inventory assets

3. PEMTRON’s Future Post-IR

Positive Scenario: If the IR successfully addresses investor concerns and convinces them of the growth potential, it can create upward momentum for the stock price. Presenting a concrete roadmap for financial improvement and new growth drivers is crucial.

Negative Scenario: If the company fails to adequately answer key questions or presents unrealistic plans, it may increase market distrust, leading to a decline in stock price.

4. Action Plan for Investors

Carefully analyze the IR materials and management responses to assess the likelihood of profitability improvement and plans for securing financial stability. This stock may be suitable for investors who are not swayed by short-term price fluctuations and have confidence in PEMTRON’s mid-to-long-term growth potential.