1. What Happened? Analysis of Handysoft’s Key Events

On September 8, 2025, Osang Healthcare acquired 2,099,577 shares of Handysoft, becoming a major shareholder. At the same time, Polaris AI and another entity are expected to become the largest shareholders, with a KRW 10 billion rights offering underway. How will these changes impact Handysoft’s future?

2. Why is it Important? Handysoft’s Fundamental Analysis

On the positive side, the change in major shareholders and investment attraction could lead to improved management stability and increased investment capacity for new businesses. However, as of the first half of 2025, Handysoft’s fundamentals remain weak, with declining sales and continuing operating losses. Challenges such as sluggish SW business and slow growth in the cloud business need to be addressed.

3. What’s Next? Future Outlook and Investment Strategy

In the short term, Osang Healthcare’s investment news could provide positive momentum for the stock price. However, in the mid- to long-term, the new major shareholder’s management strategy and Handysoft’s earnings improvement will determine the stock’s direction. Investors should closely monitor new business performance, management of non-operating expenses, and earnings improvement trends.

4. Action Plan for Investors

  • Short-term investors: Consider the possibility of profit-taking when the event’s impact fades.
  • Mid- to long-term investors: Make investment decisions after confirming management plans and earnings improvements.
  • Key monitoring points: New management strategy, AI/Cloud business performance, earnings improvement trends.