1. What Happened at Actro?

On September 10, 2025, Actro CEO Dong-gil Ha announced an increase in his stake from 38.37% to 38.42%, a 0.05%p increase, through a regulatory filing. He acquired an additional 4,999 shares through on-market purchases between September 3rd and 8th. CEO Ha stated the purpose of this stake increase as “influencing management.”

2. Why Does the Stake Increase Matter?

A stake increase by a CEO with management control is generally interpreted as a positive sign, demonstrating commitment to the company and confidence in its long-term growth. Especially as Actro actively pursues new businesses such as secondary battery material coating equipment and terahertz wave inspection devices, the CEO’s stake increase can provide stability to investors.

3. What Kind of Company is Actro?

Actro specializes in camera module components (actuators) and automated equipment systems. The company continues its stable growth with the increasing demand for folded zoom actuators due to the expanding foldable phone market and the expansion of OIS features. Moreover, Actro is preparing to enter the secondary battery material coating equipment business, aiming for mass production in the first half of 2026, and is accelerating the development of terahertz wave inspection devices. As of the 2025 semi-annual report, Actro’s financial health is sound, with significant improvement in operating cash flow.

4. What Should Investors Do?

  • Wait and See: The short-term impact of this stake change on the stock price is difficult to predict. It is advisable to make investment decisions after observing further stake purchases and market reactions.
  • Check Fundamentals: Continuously monitor the growth of Actro’s core business and the progress of its new businesses.
  • Consider Macroeconomic Factors: Pay attention to the impact of macroeconomic variables such as exchange rates, interest rates, and global economic conditions on Actro.
  • Monitor Management-Related Information: Maintain continuous interest in announcements of further stake changes and news related to management rights.