Korea Stock Market Insights

Tag: 413390

  • MOT Secures KRW 210 Billion Contract: A Turning Point?



    MOT Secures KRW 210 Billion Contract: A Turning Point? 대표 차트 이미지






    What Happened? MOT’s KRW 210 Billion Contract

    On September 2, 2025, MOT announced a KRW 210 billion contract to supply secondary battery assembly equipment. The contract period is for two years and one month, from September 1, 2025, to September 30, 2027. This contract is expected to be a significant turning point for MOT, which has recently recorded sluggish performance.

    Why is it Important? A Chance for Performance Rebound

    This contract is expected to have a substantial impact on MOT’s performance in the second half of 2025 and throughout 2026. In particular, its significant size, representing 24.75% of revenue, raises hopes for short-term performance improvement. It also presents a positive opportunity for MOT to diversify its customer base, given its previous dependence on a major client.

    What’s Next? Stock Outlook and Investment Strategy

    There is a high possibility of a short-term stock price increase, and if trading volume increases along with it, the upward momentum could be further strengthened. However, risk factors such as MOT’s financial soundness and global market uncertainties remain. Investors should carefully monitor the contract’s counterparty, terms, visibility of performance improvement, possibility of additional orders, and changes in the external environment.

    Investor Action Plan

    • Check Contract Counterparty and Terms: Verify whether it’s a new client and how the contract terms affect MOT’s financials.
    • Track Performance Improvement Visibility: Continuously monitor the timing and scale of revenue recognition and the impact on operating profit.
    • Monitor Additional Order Trends: Pay attention to the progress of the order pipeline and the possibility of further large-scale orders.
    • Watch Macroeconomic and Industry Trends: Monitor external factors like the electric vehicle market, policy changes, and raw material prices.


    Frequently Asked Questions (FAQ)

    How will this contract impact MOT’s stock price?

    A short-term price increase can be expected, but the long-term impact will depend on contract execution and performance improvement.

    Who are MOT’s main customers?

    MOT is highly dependent on ‘S Company,’ which accounts for approximately 77.94% of its sales.

    What is MOT’s financial status?

    As of the first half of 2025, MOT is experiencing an operating loss and deteriorating cash flow. While this contract is expected to improve the financial structure, continuous monitoring is necessary.

    What are the future business prospects for MOT?

    There is potential for business expansion along with the growth of the global electric vehicle market, but uncertainties such as market volatility and intensified competition also exist.









    MOT Secures KRW 210 Billion Contract: A Turning Point? 관련 이미지
    MOT Secures KRW 210 Billion Contract: A Turning Point? 관련 이미지




  • MOT (413390) Semi-Annual Report Analysis: Poor Performance, What’s the Investment Strategy?

    1. MOT (413390) 2025 Semi-Annual Performance Analysis

    MOT recorded sales of 9.9 billion won in the first half of 2025. This figure far exceeded the market expectation of 0 won announced at the time of the preliminary second-quarter earnings release, but it represents a decrease of approximately 49% compared to the same period last year (51.596 billion won). Operating profit shifted to a loss of 1 billion won, and net profit also recorded a loss of 0.9 billion won.

    2. Causes of Poor Performance: Dependence on Company S and Market Conditions

    The main cause of the decline in sales is the decrease in sales contribution from major customer ‘Company S’ (86.01% → 77.94%) due to delays in investment and changes in production plans. External factors such as the slowdown in the global electric vehicle market, IRA uncertainty, and intensified competition from China also negatively impacted performance.

    3. MOT’s Future: Growth Potential and Risks

    MOT is striving to secure future growth engines by expanding its secondary battery inspection equipment and software business. However, the high dependence on ‘Company S’ still acts as a risk factor. The emergence of a new customer, ‘Major Customer B,’ is positive, but diversification of sales channels is an urgent task. Financially, both operating and investing cash flows recorded negative figures, increasing the importance of liquidity management.

    4. Investment Strategy: Cautious Approach and Continuous Monitoring

    Currently, MOT carries a high short-term investment risk. Investors should continuously monitor performance improvements, customer relationships, and new customer acquisition. New investments should be made cautiously after confirming turnaround signals, financial soundness, and a trend of improved profitability.

    Q: What were MOT’s sales in the first half of 2025?

    A: 9.9 billion won. While exceeding the market expectation of 0, this represents a 49% decrease compared to the same period last year.

    Q: What are the main reasons for MOT’s poor performance?

    A: The main reasons are delays in investment and changes in production plans by major customer ‘Company S,’ and the slowdown in the global electric vehicle market.

    Q: Should I invest in MOT?

    A: Currently, MOT carries a high short-term investment risk. Investments should be made cautiously after confirming turnaround signals, improved financials, and profitability.