Korea Stock Market Insights

Tag: 015360

INVENI (015360) Treasury Stock Disposal: Investment Strategy Analysis (September 2025)
INVENI (015360, formerly Yesco Holdings) has announced the disposal of its treasury stock. This is a significant event that could impact the company’s future growth strategy and financial status. This analysis delves into the background and purpose of INVENI’s treasury stock disposal, its potential impact, and key considerations for investors to aid in investment strategy development.
1. INVENI’s Treasury Stock Disposal: What Happened?
On September 3, 2025, INVENI decided to dispose of 829,000 treasury shares, representing 13.82% of its total outstanding shares (approximately KRW 56.8 billion). This decision aims to raise funds through the issuance of convertible bonds and promote cooperation in line with the company’s mid-to-long-term management strategy.

2. Why the Treasury Stock Disposal?
INVENI plans to utilize the funds secured through this treasury stock disposal for issuing convertible bonds and strengthening strategic collaborations. Issuing convertible bonds can contribute to improving the financial structure and securing investment resources, while strengthening business collaborations can provide opportunities to secure new growth engines.

3. How Will This Impact the Stock Price?
- Positive Aspects: Improved financial structure, new business investments, increased R&D investment, and synergy creation through strategic partnerships.
- Potential Concerns: Potential stock dilution due to treasury stock disposal, negative market reaction.
While there are concerns about potential stock dilution in the short term, from a long-term perspective, business expansion and strengthening collaborations through fundraising could positively impact the stock price.

4. What Should Investors Do?
Investors should continuously monitor INVENI’s financial improvement trends, how the funds secured through the treasury stock disposal are utilized, and the specific details and performance of business collaborations. It’s crucial to evaluate the company’s growth potential from a mid-to-long-term perspective and make investment decisions rather than reacting emotionally to short-term stock price fluctuations.
Frequently Asked Questions (FAQ)
What is the purpose of INVENI’s treasury stock disposal?
To raise funds through the issuance of convertible bonds and to promote cooperation according to the company’s mid-to-long-term management strategy.
What is the impact of the treasury stock disposal on the stock price?
While there is a possibility of stock dilution in the short term, it can have a positive impact in the long term through business expansion and strengthening collaborations.
What should investors pay attention to?
Investors should continuously monitor INVENI’s financial improvement trends, the use of funds, and the performance of business collaborations.
09/03/2025
INVENI Announces Shareholder Value Enhancement Policy: Will Dividends and Buybacks Boost Stock Price?
INVENI Aims for Stock Rebound with Shareholder Return Policy!

INVENI recently announced a plan to maintain dividends and repurchase shares to enhance shareholder value. Can this strategy alleviate investor concerns amidst recent performance struggles and create momentum for a stock price rebound? This article analyzes INVENI’s shareholder return policy and examines the potential benefits and risks from an investment perspective.
Analysis of INVENI’s Shareholder Value Enhancement Policy

On September 3, 2025, INVENI announced its policy to enhance shareholder value. The core elements include maintaining a minimum dividend of KRW 3,000 per share for the next three years and repurchasing 5% of outstanding shares (300,000 shares, approximately KRW 19 billion) by the end of 2026.

Background and Objectives of the Shareholder Return Policy

INVENI has recently faced performance challenges. The announcement of this shareholder return policy is interpreted as a strategy to address investor concerns and restore market confidence. Furthermore, the share buyback aims to improve earnings per share (EPS) and book value per share (BPS), thereby increasing the company’s value.

Potential Benefits and Risks
- Benefits: Clear shareholder return policy, potential for stock price appreciation and increased investment attractiveness, strengthened financial soundness, improved management transparency and credibility.
- Risks: Uncertainty regarding profit recovery, lack of transparency in funding the share buyback, potential changes in market conditions and the business environment.
Investor Action Plan

Investors should consider the potential for short-term stock price gains while carefully evaluating the likelihood of profit recovery and policy execution from a long-term perspective. The impact of macroeconomic variables should also be taken into account. Fluctuations in exchange rates, interest rates, oil prices, and sea freight rates, which are relevant to INVENI’s business model, could affect investment returns.
What is the scale of INVENI’s share buyback?

INVENI plans to repurchase 300,000 shares, representing 5% of its total outstanding shares.

What is INVENI’s dividend policy?

The company plans to maintain a minimum dividend of KRW 3,000 per share for the next three years.

Will INVENI’s shareholder return policy announcement positively impact its stock price?

A positive short-term stock price reaction is anticipated, but the company’s ability to improve profitability will be a crucial factor in the medium to long term.
09/03/2025
INVENI (015360) Exploring KRW 100 Billion Funding: Opportunity or Risk?
INVENI’s KRW 100 Billion Funding: Opportunity or Threat?

INVENI (015360) has announced it is exploring KRW 100 billion in funding, capturing investors’ attention. Is this an investment opportunity or a warning sign? This article analyzes the background and potential impact of INVENI’s fundraising, highlighting key points for investors.
1. INVENI Announces KRW 100 Billion Funding Plan: What’s Happening?

INVENI announced it is reviewing various options regarding treasury shares to enhance long-term shareholder value, including the potential issuance of exchangeable bonds worth KRW 100 billion. While not yet finalized, details will be solidified through future board resolutions.

2. Background and Purpose of Funding: Why?

INVENI is restructuring its business portfolio as it transitions into an investment holding company. The KRW 100 billion funding is speculated to be for treasury stock acquisition, cancellation, enhancing shareholder return policies, or securing resources for aggressive investments and portfolio expansion. While showing signs of a turnaround with projected profits in 2024, raising capital in a high-interest environment could be burdensome despite maintaining its AA- credit rating.

3. Impact on Investors: So What?
- Short-term Impact: The funding announcement may cause short-term stock price volatility. Expectations of capital expansion coexist with concerns about shareholder value dilution, and the market will react sensitively to future disclosures.
- Long-term Impact: The purpose and use of the funds will determine the long-term stock price trend. Efficient investment and strengthened shareholder return policies will have a positive impact, while the opposite could have a negative effect.
4. Investor Action Plan
- Close Monitoring: Pay close attention to INVENI’s board resolutions, specific plans for treasury shares, and further disclosures on the purpose and use of the funds.
- Track Investment Performance: Continuously monitor whether INVENI’s investment performance as an investment holding company leads to actual fundamental improvements.
- Consider Macroeconomic Conditions: Make investment decisions considering the high-interest rate environment and global economic uncertainties.
INVENI Funding FAQs

Why is INVENI raising capital?

INVENI is considering raising capital for treasury stock management and investment portfolio expansion as it transitions to an investment holding company.

How will the KRW 100 billion funding impact the stock price?

Short-term volatility is expected, while the long-term impact depends on the purpose and utilization of the funds.

What should investors pay attention to?

Investors should closely monitor the company’s announcements and investment strategies, and consider the macroeconomic environment when making decisions.
08/27/2025
INVENI (015360) Soars with Impressive 2025 Half-Year Earnings
From Yesco Holdings to INVENI: Taking Flight as a Leading Investment Firm

INVENI (015360) has captured investor attention with its impressive performance in the first half of 2025. Reporting a net profit of KRW 70.9 billion and surpassing KRW 530 billion in AUM, INVENI has demonstrated remarkable growth. This blog post delves into the company’s growth potential, future prospects, and investment strategies highlighted in the recent half-year report.
1. INVENI Announces Stellar 2025 Half-Year Results

INVENI (015360) released its half-year report on August 8, 2025, showcasing remarkable achievements. The company reported revenue of KRW 247 billion, operating profit of KRW 50 billion, and net profit of KRW 51.1 billion, exceeding market expectations. Notably, the consolidated net profit of KRW 70.9 billion underscores INVENI’s successful transformation into a leading investment firm.

2. Consistent Growth Solidifies Position as a Premier Investment Firm

INVENI’s AUM (Assets Under Management) has surpassed KRW 530 billion, demonstrating a consistent growth rate of 10.7% annually. By pursuing both Core & Growth Strategies, INVENI aims to further expand its AUM, promising continued growth in its investment segment. Furthermore, the company’s substantial treasury stock holdings of 28.65% and stable dividend policy signal a strong commitment to enhancing shareholder value.

3. Shining Performance Amidst Interest Rate and Exchange Rate Volatility

The first half of 2025 presented a challenging macroeconomic environment characterized by high interest rates and exchange rate fluctuations. However, INVENI navigated these challenges effectively, leveraging its robust risk management capabilities and strong fundamentals to deliver outstanding results. The proactive issuance of KRW 50 billion in CP further strengthened the company’s financial stability.

4. Is INVENI a Good Investment?
- Maintain Buy Stance: Considering INVENI’s positive fundamentals and growth outlook, maintaining a buy stance remains justified.
- Risk Management is Key: Continuous monitoring of macroeconomic variables, including interest rates and exchange rates, is crucial.
- Focus on Investment Performance and AUM Growth: Closely track the performance of INVENI’s core investment business and the growth trajectory of its AUM.
INVENI’s half-year report provides compelling evidence of its successful transition and continued growth potential as a leading investment firm. Investors seeking companies with strong growth prospects should keep a close eye on INVENI.
What was INVENI’s net profit for the first half of 2025?

INVENI’s consolidated net profit for the first half of 2025 was KRW 70.9 billion.

What is INVENI’s AUM?

INVENI’s AUM surpassed KRW 530 billion as of the first half of 2025.

What is INVENI’s main business?

INVENI is an investment firm that generates revenue through various investment activities.
08/08/2025