1. What Happened? Withdrawal of the Temporary Shareholders’ Meeting Application

On September 25, 2025, Kolmar BNH withdrew its application for a temporary shareholders’ meeting. This lawsuit (2025Bihap50052), filed by Yoon Dong-han and another individual, was being processed by the Daejeon District Court and was concluded with the submission of a withdrawal notice through their legal representative.

2. Why is it Important? Management Disputes and Corporate Value

This lawsuit is directly related to Kolmar BNH’s management dispute. Management disputes increase uncertainty within a company and negatively impact investor sentiment. The withdrawal of the lawsuit is positive as it mitigates this uncertainty and allows management to focus on core business operations.

3. What’s Next? Analysis of Fundamentals and Investment Strategies

3.1. Fundamental Analysis

  • Positive Factors: Solid business foundation, continuous R&D investment, global market expansion, strengthened ESG management, stable dividend policy
  • Negative Factors: Declining sales and profits, increasing inventory, rising debt, dependence on major customers, decline in average selling price

While the withdrawal itself doesn’t solve fundamental problems, it can contribute to maximizing positive factors and improving negative factors by stabilizing management.

3.2. Investment Strategies

  • Short-term: Expected positive impact on investor sentiment due to lawsuit withdrawal
  • Mid-to-long term: Improvement in fundamentals, performance of new businesses, and securing competitiveness in the global market are key to stock price increases

Investors should not solely focus on short-term event effects but also monitor continuous improvements in fundamentals.

4. Investor Action Plan

  • Monitor for potential further issues related to the management dispute
  • Check for visibility of performance improvement (recovery of sales and profit growth)
  • Review inventory and debt management performance
  • Evaluate new business and R&D achievements
  • Examine efforts to reduce dependence on major customers

Overall, while the lawsuit withdrawal is a positive signal for Kolmar BNH, investment decisions should be approached cautiously. It is crucial to continuously analyze corporate value and develop investment strategies based on the action plan presented above.