1. What Happened?: Background of the Injunction Withdrawal
On September 25, 2025, the injunction filed by Mr. Yoon Dong-han was withdrawn. This suggests that the tension surrounding the management dispute may ease somewhat. However, this doesn’t signify the end of the dispute, and the possibility of further legal proceedings, such as immediate appeals, should be considered.
2. Why It Matters: Fundamental and Market Environment Analysis
Kolmar BNH operates in the growing health functional foods and cosmetics ODM/OEM market. However, it has recently shown signs of weakening fundamentals, including declining sales, a high debt ratio, and decreased R&D investment. The uncertain macroeconomic environment (exchange rate, interest rate, and oil price fluctuations) is also a factor that investors should carefully consider.
3. What’s Next?: Impact Analysis and Stock Outlook
- Positive Impact: Reduced management uncertainty and improved investor sentiment could lead to a short-term stock price increase.
- Negative Impact: Fundamental management issues and fundamental problems remain. Without continuous improvement efforts, long-term stock price growth is difficult to expect.
Analysis of past stock data shows that Kolmar BNH is sensitive to market conditions and internal corporate issues. Therefore, it’s important to be aware of the possibility of short-term stock price volatility.
4. What Investors Should Do: Action Plan
Investors should not be misled by the possibility of short-term stock price gains and should carefully consider the following:
- Future trajectory of the management dispute
- Whether fundamentals improve (sales growth, profitability improvement, strengthening financial soundness)
- The company’s ability to respond to changes in the market and macroeconomic environment
From a medium- to long-term perspective, it’s crucial to prioritize fundamental improvements and the establishment of a stable management environment when making investment decisions.