Korea Stock Market Insights

Tag: Baeksan

  • Baeksan Corp. Announces Interim Dividend: Investment Strategies?



    Baeksan Corp. Announces Interim Dividend: Investment Strategies? 대표 차트 이미지






    1. What Happened? Baeksan Corp.’s Interim Dividend Announcement

    On September 15, 2025, Baeksan Corp. announced an interim cash dividend of KRW 150 per share. This translates to a dividend yield of approximately 1.0% based on the current share price of KRW 9,836. The record date for the dividend is September 15, 2025.

    2. Why the Dividend? Analyzing the Fundamentals and Market Conditions

    Baeksan Corp. is pursuing business diversification through its core business, synthetic leather, and its new venture into the art business. Details are as follows:

    • 2.1 Corporate Fundamentals
    • – Core Business (Synthetic Leather): Growth in the synthetic leather market is expected due to the spread of the animal rights movement and rising prices of natural leather. Strong partnerships with global sports brands and cost competitiveness through overseas production bases are also strengths.
    • – New Business (Art Business): The company has invested KRW 7 billion in the art business, including art gallery operations and art sales/rentals, for business diversification. However, profitability remains uncertain.
    • – Financial Soundness: While consolidated revenue has declined for three consecutive quarters, the company’s financial soundness has been strengthened by improved performance in its core business on a separate basis.
    • – Investment Activities: Increases in investment assets and treasury stock repurchases are interpreted as efforts to enhance shareholder value.
    • 2.2 Market Conditions
    • – Market conditions such as rising exchange rates, stabilizing interest rates, and increased volatility in raw material and logistics costs could affect Baeksan Corp.

    3. Impact on Stock Price: What to Expect

    • 3.1 Positive Impacts: Enhanced shareholder return and improved investor sentiment are expected. The high dividend payout ratio demonstrates a shareholder-friendly management approach.
    • 3.2 Potential Considerations: While the company has sufficient capacity to pay dividends, investors should consider the potential for future earnings volatility and the possibility of a stock price decline after the ex-dividend date.

    4. Investor Action Plan: What to Do Next

    While Baeksan Corp.’s interim dividend decision is a positive sign, investors should continuously monitor the company’s mid- to long-term growth strategies and its ability to respond to changes in the market environment. It’s crucial to make investment decisions with caution, paying attention to the slowdown in consolidated earnings and the uncertainty surrounding the new business.



    Frequently Asked Questions (FAQ)

    What is Baeksan Corp.’s interim dividend amount?

    KRW 150 per share.

    When is the record date for the dividend?

    September 15, 2025.

    How will this dividend decision affect the stock price?

    It may have a positive impact in the short term, but there is also the possibility of a stock price decline after the ex-dividend date. The long-term stock price trend will depend on the company’s earnings and market conditions.

    What is Baeksan Corp.’s core business?

    Manufacturing and selling synthetic leather.

    What is Baeksan Corp.’s new business?

    The art business (art gallery operation, art sales/rental).









    Baeksan Corp. Announces Interim Dividend: Investment Strategies? 관련 이미지
    Baeksan Corp. Announces Interim Dividend: Investment Strategies? 관련 이미지




  • Baeksan Corp. Announces KRW 6.6B Share Buyback: A Bullish Signal?

    Baeksan Corp.’s Share Buyback – What Happened?

    On August 22, 2025, Baeksan Corp. announced its decision to repurchase 500,000 shares (approximately KRW 6.6 billion) for the purpose of cancellation.

    Why the Buyback? – Background and Implications

    This share buyback is a proactive measure to enhance shareholder value. By reducing the number of outstanding shares through cancellation, the company aims to increase earnings per share (EPS) and book value per share (BPS), ultimately driving stock price appreciation. It can also be interpreted as a signal of improved financial efficiency and a strengthened commitment to shareholder returns.

    Impact on Investment – Analyzing the Effects

    Positive Aspects

    • Expected Stock Price Increase: Anticipated EPS and BPS growth could create upward momentum for the stock price.
    • Shareholder-Friendly Policy: Reinforces commitment to shareholder returns, potentially improving investor sentiment.
    • Strong Fundamentals: The company’s stable business foundation and high profit margins enhance the credibility of the buyback.

    Neutral/Cautionary Aspects

    • Burden of New Business Investments: Potential for slowed earnings growth; monitor future performance closely.
    • Macroeconomic Variables: Consider the impact of external factors such as exchange rates and oil prices.

    Investor Action Plan

    Overall, Baeksan Corp.’s share buyback is viewed as a positive signal. We maintain a ‘Buy’ rating and recommend continuous monitoring of future earnings and the stabilization of new business ventures. However, remember that investment decisions should always be made based on your own judgment and responsibility.

    What is a share buyback?

    A share buyback is when a company repurchases its own shares. This can be done for various reasons, including increasing shareholder value and defending against hostile takeovers.

    What does share cancellation mean?

    Share cancellation is the process of retiring repurchased shares, permanently reducing the number of outstanding shares. This increases the value of each remaining share.

    What is Baeksan Corp.’s main business?

    Baeksan Corp. specializes in the synthetic leather business, supplying products to various industries. They maintain stable supply relationships with major sports brands and have a global production network.

  • Baeksan Stock Forecast: VIP Asset Management Acquires 14% Stake – Is it a Buying Opportunity?

    What Happened? VIP Asset Management’s Stake in Baeksan Exceeds 14%

    On August 8, 2025, VIP Asset Management announced an increase in its Baeksan shareholding to 14.15%. Although categorized as a simple investment, the near 2%p increase through open market purchases within a week sends a notable signal to the market.

    What is Baeksan? Fundamental Analysis

    Baeksan supplies synthetic leather to global brands like Nike, Adidas, and Reebok. It exhibits robust sales growth and stable profitability, enhancing its global competitiveness through strengthening technological capabilities and securing overseas production bases. However, there are risk factors such as exchange rate and raw material price fluctuations, and intensifying competition.

    • Strengths: Robust sales growth, stable profitability, global customer base, technological competitiveness, overseas production bases
    • Weaknesses: Exchange rate and raw material price fluctuation risks, intensifying competition, debt ratio, inventory management

    What Does VIP Asset Management’s Stake Increase Mean?

    VIP Asset Management’s increased stake can be interpreted as a positive assessment of Baeksan’s growth potential. This sends a positive signal to investors and could act as a momentum for stock price appreciation. Especially when combined with solid fundamentals, it can further enhance market confidence.

    What Should Investors Do? Action Plan

    While VIP Asset Management’s stake increase can be a positive factor for investing in Baeksan, investment decisions should be made cautiously. It’s crucial to continuously monitor macroeconomic indicators, industry trends, and changes in company fundamentals to formulate an investment strategy. Investors should consider a long-term perspective without being swayed by short-term market volatility.

    How will VIP Asset Management’s stake increase affect Baeksan’s stock price?

    In the short term, it can provide positive momentum and contribute to stock price increases. However, the long-term stock trend will be determined by the company’s fundamentals and market conditions.

    What are the key considerations when investing in Baeksan?

    Consider risk factors such as exchange rate fluctuations, raw material price fluctuations, and intensifying competition. Continuously monitoring macroeconomic indicators and industry trends is also important.

    What is the outlook for Baeksan?

    Based on its global customer base and technological competitiveness, Baeksan has growth potential, but there are uncertainties due to changes in the external environment. Therefore, continuous fundamental analysis and understanding of market conditions are necessary.