Tag: 260970

  • Tiger Asset Management Acquires 5% Stake in S&D (260970): Investment Signal Analysis and Future Outlook


    Tiger Asset Management Acquires 5% Stake in S&D (260970): Investment Signal Analysis and Future Outlook 대표 차트 이미지



    Tiger Asset Management Acquires 5% Stake in S&D: What Happened?

    On September 24, 2025, Tiger Asset Management announced that its stake in S&D had reached 5.08%. This is for simple investment purposes, up from the previous 4.78%.

    Why is S&D Attracting Attention?

    • Solid Performance: S&D’s sales and operating profit in the first half of 2025 grew significantly year-on-year. The growth of the general functional food ingredient sector is particularly notable.
    • Strong Technology: S&D has secured technological competitiveness with ISO22000 certification, individual recognition acquisition, and 31 patents.
    • Shareholder-Friendly Policies: S&D continues its efforts to enhance shareholder value, including share buybacks.
    • Securing Future Growth Engines: In addition to health functional food ingredients, S&D is pursuing business diversification through research and development of natural ingredients for household goods and cosmetics, and related articles of incorporation changes.
    • Sound Financial Structure: S&D maintains a healthy financial position with increased assets and capital, and a positive operating cash flow.

    Action Plan for Investors

    • Monitor Tiger Asset Management’s further stake changes: Investors should monitor future stake change trends to gauge market sentiment.
    • Check H2 earnings forecast: Confirm whether the strong performance in the first half of the year will continue in the second half, and the visibility of new business plans.
    • Monitor macroeconomic indicators: Pay attention to changes in the macroeconomic environment, such as exchange rates, interest rates, and raw material prices.

    Conclusion: A Cautious Investment Approach is Necessary

    While Tiger Asset Management’s stake acquisition can be interpreted as a positive signal, careful investment decisions are needed, considering both market conditions and internal corporate factors.



    Frequently Asked Questions

    What is the purpose of Tiger Asset Management’s investment?

    It is for simple investment purposes. They expect capital gains through stock price increases rather than management participation.

    What is S&D’s main business?

    S&D specializes in food additives and health functional food ingredients. Recently, they have been focusing on R&D of natural ingredients for household goods and cosmetics for business diversification.

    What should I be aware of when investing in S&D?

    It is necessary to consider various factors including fluctuations in macroeconomic indicators, future stake changes by Tiger Asset Management, and S&D’s second-half earnings outlook.



    Tiger Asset Management Acquires 5% Stake in S&D (260970): Investment Signal Analysis and Future Outlook 관련 이미지


  • SND Stock Forecast: Opportunity or Crisis After Tiger Asset Management’s Stake Sale?



    SND Stock Forecast: Opportunity or Crisis After Tiger Asset Management's Stake Sale? 대표 차트 이미지






    Tiger Asset Management Sells 1.1% Stake in SND: What Happened?

    On September 10, 2025, Tiger Asset Management announced a decrease in its SND stake from 5.88% to 4.78%, a 1.1% drop. This was due to a change in holdings exceeding 1% for ‘simple investment’ purposes, and appears to have been mainly through market sales.

    Background of the Sale and Hidden Meaning: Why Did They Sell?

    The official reason for the sale is a change in holdings for ‘simple investment’ purposes. However, there’s a record of them purchasing 6,025 shares on September 9th. This suggests the possibility of simple profit-taking or portfolio adjustments. The sale is more likely due to external factors rather than a deterioration of SND’s fundamentals.

    SND’s Solid Fundamentals: So What Happens Next?

    SND’s Q1 2025 earnings were very positive. Sales increased by 40.27% year-on-year, and operating profit surged by a whopping 120.70%. Financial soundness is also very stable. Considering these strong fundamentals, it seems unlikely that this stake sale will significantly impact the long-term stock price trend. Instead, a short-term price correction could be a buying opportunity.

    Action Plan for Investors: What Should You Do?

    • Mid- to long-term investors: A staggered purchase strategy during price corrections is recommended.
    • Short-term investors: Closely monitor market conditions and be wary of short-term volatility.

    It’s important to closely monitor future changes in Tiger Asset Management’s stake, SND’s Q2 earnings announcement, and new business development progress.



    Frequently Asked Questions (FAQ)

    Is Tiger Asset Management’s stake sale a negative signal for SND’s future?

    It could impact the stock price in the short term, but considering SND’s solid fundamentals, it’s unlikely to be a long-term negative factor.

    Is it okay to buy SND stock now?

    Investment decisions should be made at your own discretion and responsibility. Mid- to long-term investors might consider a staggered purchase strategy during price corrections.

    What is the outlook for SND’s stock price?

    It is difficult to make accurate predictions at this point without securities firm reports or market consensus data. We need to monitor Q2 earnings announcements and new business developments.









    SND Stock Forecast: Opportunity or Crisis After Tiger Asset Management's Stake Sale? 관련 이미지
    SND Stock Forecast: Opportunity or Crisis After Tiger Asset Management's Stake Sale? 관련 이미지




  • S&D (260970) Q2 2025 Earnings Analysis: Below Expectations, What’s Next?

    1. What Happened? S&D Announces Q2 Earnings

    S&D announced its Q2 2025 earnings on August 14th. Revenue came in at 38.1 billion KRW, operating profit at 6 billion KRW, and net profit at 4.9 billion KRW, all below market consensus.

    2. Why Did This Happen? Fundamental Analysis

    While revenue increased year-over-year, Q2 growth slowed, missing market expectations. Increasing inventory and investments in tangible assets could pressure future cash flow.

    • Positives: Growth in general functional food ingredients, acquisition of individual recognition for health functional foods, new business initiatives.
    • Negatives: Earnings missed expectations, inventory and investment burden, exchange rate volatility.

    3. What’s Next? Future Outlook

    While short-term stock price adjustments are possible, the long-term growth potential remains. Investors should monitor future earnings improvements, inventory management efficiency, and the results of new investments. The growth of the health functional food market is a positive factor for S&D.

    4. What Should Investors Do? Investment Strategy

    The current investment recommendation is ‘Neutral.’ It’s advisable to monitor future earnings improvement, inventory management, and new investment impact before making investment decisions.

    Frequently Asked Questions

    Why did S&D’s Q2 earnings fall short of expectations?

    Slowing Q2 growth, increasing inventories, and higher investments in tangible assets are key factors.

    Is S&D a good investment?

    The current recommendation is ‘Neutral.’ Monitor future earnings, inventory management, etc., before making decisions.

    What is the outlook for S&D?

    Short-term stock price adjustments are possible, but long-term growth potential remains. Growth in the health functional food market is positive.