1. What Happened? Kia Experiences a Large Block Deal

On September 15, 2025, Kia recorded a large block deal of 463,750 shares, amounting to approximately 47.2 billion KRW. This transaction, the largest by a single investor that day, could significantly influence the future stock price trend.

2. Why? Understanding the Context Through Earnings and Market Analysis

In the first half of 2025, Kia continued its revenue growth with increased HEV/EV sales and higher average selling prices (ASP). However, profitability slowed due to factors such as tariffs imposed in the US market. Global economic slowdown, geopolitical risks, and high interest rates are also adding to the uncertainties. While the growth of the eco-friendly car market presents an opportunity for Kia, fluctuations in exchange rates and raw material prices pose ongoing risks.

3. So What? Stock Forecast and Investment Strategy

The large block deal has focused market attention and may signal the future direction of the stock price. Recent net selling by foreign investors could cause short-term supply and demand instability, but further observation is needed to determine its impact on the company’s fundamentals. Kia is expected to maintain its growth momentum in the eco-friendly car market while navigating external variables, backed by its stable financial structure.

4. Action Plan for Investors

  • Risk Management: Continuously monitor key risk factors, including US tariff policies, exchange rate fluctuations, and rising raw material prices.
  • Opportunity Capture: Consider investment strategies that leverage positive momentum, such as strong HEV/EV sales, new car launches, and expansion of future mobility businesses.
  • Information Gathering: Consistently collect and analyze relevant information, including foreign investment trends, exchange rate and raw material price fluctuations, and sales performance in major markets, to inform investment decisions.