Korea Stock Market Insights

Tag: 098460

  • Koh Young (098460) IR Presentation Analysis: Opportunity or Risk? (September 2025)

    Koh Young (098460) IR Presentation Analysis: Opportunity or Risk? (September 2025) 대표 차트 이미지

    1. Koh Young’s IR Presentation: What Was Discussed?

    Koh Young recorded consolidated revenue of KRW 103.2 billion, operating profit of KRW 5.7 billion, and a net loss of KRW 1.5 billion in the first half of 2025. The 3D AOI business segment struggled due to decreased orders from smartphone clients, while the 3D SPI business segment showed solid growth thanks to increased demand from automotive electronics and servers. The FDA approval of the medical robot ‘Geniant Cranial’ is positive, but it has not yet translated into increased sales.

    2. Reasons Behind the Sluggish Performance

    The decline in the 3D AOI business segment is mainly attributed to a base effect compared to the same period last year. Increased R&D and SG&A expenses also contributed to the decline in profitability. The uncertain macroeconomic environment is also a burden.

    3. Koh Young’s Future: Potential Opportunities

    Koh Young expects a recovery in the 3D AOI business segment through the advancement of its AI-based smart factory platform ‘KSMART’ and expansion of its product lineup. The steady growth of the 3D SPI business segment and expansion of the medical robot business into the global market are also expected to be growth drivers.

    4. Action Plan for Investors

    • Thorough Analysis of the IR Presentation: Check the outlook for the 3D AOI business recovery, the performance of the KSMART platform, and plans for expanding medical robot sales.
    • Monitoring Macroeconomic Variables: Continuously monitor the impact of macroeconomic variables such as interest rates, exchange rates, and raw material prices on Koh Young’s performance.
    • Maintaining a Long-Term Perspective: It’s crucial to establish a long-term investment strategy considering Koh Young’s core competitiveness and growth potential, without being swayed by short-term performance fluctuations.
    Q: How was Koh Young’s performance in the first half of 2025?

    A: Koh Young recorded consolidated revenue of KRW 103.2 billion, operating profit of KRW 5.7 billion, and a net loss of KRW 1.5 billion. This represents a decline compared to the same period last year.

    Q: What are Koh Young’s main business segments?

    A: The main business segments are 3D AOI (Automated Optical Inspection), 3D SPI (Solder Paste Inspection), and medical robots.

    Q: What is Koh Young’s future growth strategy?

    A: Koh Young aims to achieve growth through the advancement of its AI-based smart factory platform ‘KSMART,’ expansion of the 3D SPI business, and entry into the global market for medical robots.

    Koh Young (098460) IR Presentation Analysis: Opportunity or Risk? (September 2025) 관련 이미지

  • Koh Young Stock Forecast: Insider Stake Sale, What Should Investors Do?



    Koh Young Stock Forecast: Insider Stake Sale, What Should Investors Do? 대표 차트 이미지






    What Happened at Koh Young?

    On September 5, 2025, a public announcement revealed that Sung Jeong-gyu, an insider of Koh Young Holdings, sold 5,170 shares of Koh Young stock on the open market. This resulted in a slight decrease in Koh Young Holdings’ stake from 20.92% to 20.53%.

    Why Is the Stake Sale a Concern?

    While the decrease in stake itself is not substantial, combined with the weak performance in the first half of 2025, it could negatively impact investor sentiment. Caution is warranted, particularly because sales by major shareholders and insiders can raise concerns about the company’s future. The sale on the open market could also put downward pressure on the stock price in the short term.

    What Should Investors Do?

    • Monitor Further Stake Changes: Closely monitor any further stake changes by Koh Young Holdings and Sung Jeong-gyu. Continued selling could increase uncertainty regarding management control.
    • Check for Fundamental Improvements: Verify whether there are fundamental improvements, such as sustained growth in the 3D SPI business, a rebound in the 3D AOI business, and visible results in the medical robot business.
    • Consider Macroeconomic Factors: Analyze the impact of macroeconomic variables like interest rates, exchange rates, and global IT market trends on Koh Young.
    • Adopt a Conservative Investment Approach: Given the current market conditions and the company’s fundamentals, a conservative approach to investment is recommended. It is advisable to wait for clear signals of fundamental improvement before making investment decisions.


    Frequently Asked Questions

    What is the reason for Koh Young Holdings’ stake sale?

    According to the public announcement, the change in stake is due to a decrease in special relations and over-the-counter sales. The specific reason for the sale has not been disclosed.

    What will be the impact of this stake sale on Koh Young’s stock price?

    While the decrease in stake itself is not significant, coupled with the current weak earnings, it could lead to worsening investor sentiment and downward pressure on the stock price in the short term. The long-term impact will depend on whether fundamentals improve and whether there are further stake changes.

    Should I invest in Koh Young?

    Considering the current market situation and the company’s fundamentals, a conservative approach is recommended. It’s best to wait for clear signs of fundamental improvement before making investment decisions.









    Koh Young Stock Forecast: Insider Stake Sale, What Should Investors Do? 관련 이미지