Tag: 084990

  • Helixmith IR: A Turning Point for Investment? (September 24, 2025)



    Helixmith IR: A Turning Point for Investment? (September 24, 2025) 대표 차트 이미지






    Helixmith IR: What to Expect?

    Helixmith plans to share information on its major domestic and international business developments, R&D progress, and clinical trial updates. Investors are particularly keen to hear about the progress of the company’s innovative new drug development pipeline and its future plans.

    Helixmith IR: Why is it Important?

    This IR is a crucial opportunity to assess Helixmith’s continued growth potential following its return to profitability. The presentation of R&D achievements and explanations regarding financial improvements are expected to enhance investor confidence. The direct interaction with management offers a chance to reinforce corporate transparency and attract potential investors.

    Helixmith IR: Investment Strategies

    • Thorough Analysis of IR Content: Carefully analyze the presentation materials and Q&A session to understand R&D progress, technological competitiveness, business plans, and financial soundness.
    • Risk Management: Consider inherent risks in the biopharmaceutical industry, such as R&D failures, uncertainties in clinical trial results, and regulatory changes.
    • Monitoring Market Reactions: Observe market response and stock price trends after the IR, making investment decisions from a long-term perspective.
    • Evaluating Management Credibility: Assess the company’s transparency and trustworthiness by evaluating the content and manner of management’s presentation.

    Is Helixmith’s Future Bright?

    With its positive financial improvement trend and promising R&D pipeline, Helixmith shows significant growth potential. However, cautious investment is warranted given past management issues and the inherent uncertainties of the biopharmaceutical industry. This IR provides investors with valuable insights into Helixmith’s future and potential investment opportunities.



    Frequently Asked Questions (FAQ)

    When is the Helixmith IR scheduled?

    The Helixmith IR is scheduled for September 24, 2025, at 9:00 AM.

    What will be presented at this IR?

    Information on major domestic and international business developments, R&D pipeline progress, and clinical trial updates will be shared.

    What is Helixmith’s recent financial status?

    Helixmith returned to profitability in 2023 and has continued to improve its financial standing with sustained profitability in 2024.









    Helixmith IR: A Turning Point for Investment? (September 24, 2025) 관련 이미지
    Helixmith IR: A Turning Point for Investment? (September 24, 2025) 관련 이미지




  • Viatron (084990) Q2 2025 Earnings: A Surprise Beat and Signs of Fundamental Recovery?

    1. What Happened?

    Viatron reported revenue of KRW 22.4 billion and operating profit of KRW 2.8 billion for Q2 2025, significantly surpassing market expectations of KRW 0. The return to profitability is a particularly encouraging sign of fundamental recovery.

    2. Why Did This Happen?

    Increased demand for LTPS LCD and Flexible Display heat treatment equipment drove the strong performance. Expansion in investments by Chinese display manufacturers has been a key catalyst.

    3. What’s Next?

    Positive Factors:

    • Continued growth in the Chinese display market
    • Solid financial position

    Risks to Consider:

    • Weakness in the Oxide TFT segment
    • Foreign exchange and interest rate volatility
    • Risk related to contract asset recovery

    4. What Should Investors Do?

    While the short-term momentum is positive, investors should monitor the recovery of the Oxide TFT segment, new market entry strategies, and risk management efforts for a long-term perspective.

    Frequently Asked Questions

    Q. Why are Viatron’s Q2 2025 earnings significant?

    A. They represent a significant beat of market expectations and suggest a potential fundamental recovery, raising hopes for future growth.

    Q. What is Viatron’s main business?

    A. Viatron manufactures and sells heat treatment equipment for LTPS LCD, Flexible Display, and Oxide TFT.

    Q. What are the key risks to consider when investing in Viatron?

    A. Investors should consider the weakness in the Oxide TFT segment, foreign exchange and interest rate volatility, and the risk associated with contract asset recovery.