Korea Stock Market Insights

Tag: Battery

Inji Controls Board Changes: Impact on Stock Price (September 2025 Analysis)
On September 10, 2025, Inji Controls announced changes to its board composition and applied for the appointment of a temporary director. Such sudden changes can cause anxiety for investors. This article analyzes the background of this event and its short-term and long-term impact, highlighting key points for investors. If you are considering investing in Inji Controls, this is a must-read.
1. What’s Happening with Inji Controls’ Board?

Due to the passing of a director, Inji Controls’ board no longer meets the quorum requirements. The company has applied to the court for the appointment of a temporary director and plans to appoint a new director through a temporary shareholders’ meeting. Inji Controls stated that this matter will not affect management changes or major business activities.

2. Why Are Board Changes Important?

The board of directors is responsible for making crucial decisions for a company. Changes to the board’s composition can impact management strategies, investment plans, and financial structure. Sudden changes like this can amplify investor anxiety and cause stock price volatility.

3. Impact on Stock Price and Investment Strategy

In the short term, concerns about the board vacancy could increase stock price volatility. However, the company’s proactive response and statement about limited impact on business activities can stabilize investor sentiment. In the long term, the new director’s expertise and synergy with management strategies will likely influence the stock price. While the growth potential of the eco-friendly vehicle parts business is promising, high debt ratios and exchange rate volatility remain ongoing risk factors.

4. Investor Action Plan
- Short-term investors: It is advisable to remain cautious and wait-and-see, noting the potential for increased stock price volatility.
- Long-term investors: Closely monitor the board normalization process, the new director’s capabilities, and the performance of the eco-friendly vehicle parts business.
Frequently Asked Questions (FAQ)

How will the board changes affect Inji Controls’ management?

While there are short-term concerns about management stability, the company has stated there will be no impact on major business activities. The new director’s expertise and management strategy will be key variables in the long term.

What should investors pay attention to?

Investors should monitor the appointment of the temporary and new director, the company’s financial health management, the performance of its eco-friendly vehicle parts business, and its strategies for dealing with exchange rate fluctuations.

Should I invest in Inji Controls stock now?

We currently maintain a ‘Hold’ rating and recommend observing the board normalization process and future business performance. Investment decisions should be made carefully based on individual judgment.
09/11/2025
SM Veccell’s Major Shareholder Increases Stake: Decoding the Implications and Investment Strategies
Did you hear that SM Veccell’s major shareholder slightly increased their stake? While it may seem insignificant on the surface, the market always reacts sensitively. Are you curious about the potential impact of this small change on SM Veccell’s future? In this article, we analyze SM Veccell’s recent stake change and its implications, exploring hidden investment opportunities. Along with SM Veccell’s growth potential, having achieved a turnaround in the first half of 2025, we highlight key points for investors to consider.
SM Veccell: Major Shareholder Increases Stake – What Happened?

On September 11, 2025, SM Veccell’s major shareholder, SM High Plus Co., Ltd., increased its stake from 87.55% to 87.56% through an open market purchase. While the purchase of 1,000 shares is small, its stated purpose of influencing management control has garnered market attention.

Why is the Stake Increase Significant? Understanding the Meaning and Context

The additional purchase of shares by a major shareholder who already holds an overwhelming stake can be interpreted as a signal of intent to strengthen management control. Given SM Veccell’s recent turnaround and growth momentum, this can be seen as a demonstration of confidence in future management strategies. However, the change in stake itself is minimal, and the direct impact on fundamentals is expected to be limited.

Stake Increase: What’s Next for SM Veccell?
- Positive Aspect: Stabilizing management control fosters an environment for greater focus on business operations.
- Limited Aspect: The small scale of the stake change minimizes impact on fundamentals.
- Focus on Fundamentals: The future trajectory of SM Veccell’s stock price will depend more on fundamental improvements like continued growth in the battery business and recovery in the automotive sector than on the stake change itself.
Investor Action Plan: Key Investment Strategies

Investors should focus on SM Veccell’s mid-to-long-term growth potential rather than short-term stock fluctuations. Carefully analyzing the continued growth of the battery business, the recovery of the automotive segment, and strategies for securing new growth engines is crucial for making informed investment decisions. A flexible approach that continually monitors financial indicators, market conditions, and adapts investment strategies is essential.
Frequently Asked Questions

Why is the change in the major shareholder’s stake important?

Changes in stake by a major shareholder who already owns a large percentage can signal their intentions for further strengthening or stabilizing their control over the company.

Will this stake change significantly impact SM Veccell’s stock price?

The impact on short-term stock price is expected to be limited due to the small size of the change. Focusing on the company’s long-term fundamentals is crucial.

What should I consider when investing in SM Veccell?

You should comprehensively analyze factors such as the continued growth of the battery business, the recovery of the automotive segment, strategies for securing new growth engines, financial indicator trends, and market conditions.
09/11/2025
Yunghwa Tech IR: A Golden Investment Opportunity? Analyzing the EV Market’s Rising Star
With the explosive growth of the electric vehicle market, which company will dominate the future of mobility? Yunghwa Tech is a strong contender. On September 16th, Yunghwa Tech will host an Investor Relations (IR) meeting. We’ll delve into the investment value of this key player in the eco-friendly vehicle parts market and uncover hidden investment opportunities!
Yunghwa Tech IR: What to Expect

Yunghwa Tech’s IR meeting on September 16th will provide investors with insights into the company’s vision and growth strategy. The event will feature a review of the first half 2025 results, future business plans, and a Q&A session.

Yunghwa Tech: Emerging as a Key Player in the Eco-friendly Vehicle Market

Yunghwa Tech manufactures key components for future mobility, including junction boxes, EV/secondary battery parts, and hydrogen fuel cell vehicle parts. With a significant 78.7% of its business focused on exports, the company has a strong global presence. Recent expansion into battery packs and battery recycling further fuels its growth trajectory.

Financial Stability and Growth Potential

Boasting a low debt-to-equity ratio of 2.13%, Yunghwa Tech exhibits robust financial health. Revenue for the first half of 2025 increased by 16.7% year-over-year to KRW 54.31 billion, and operating cash flow also saw a substantial 95.4% increase, demonstrating strong cash generation capabilities.

Key Information for Investors: What to Watch for at the IR
- Clear explanation for the decline in net income and future outlook
- Mexico plant utilization rate and productivity improvement plans
- Progress on new businesses such as battery packs and battery recycling
- Potential new supply contracts with global OEMs
Is Now the Right Time to Invest in Yunghwa Tech?

Yunghwa Tech possesses high growth potential, aligning with the expansion of the eco-friendly vehicle market. This IR meeting presents a valuable opportunity for investors to become part of Yunghwa Tech’s growth story. However, potential risks such as exchange rate fluctuations and intensifying market competition should be considered before making investment decisions.
Frequently Asked Questions (FAQ)

What are Yunghwa Tech’s main businesses?

Yunghwa Tech manufactures key components for future mobility, including junction boxes, EV/secondary battery parts, and hydrogen fuel cell vehicle parts. They are also expanding into battery packs and battery recycling.

How did Yunghwa Tech perform in the first half of 2025?

Revenue increased by 16.7% year-over-year to KRW 54.31 billion. However, operating income and net income decreased by 4.5% and 72.7%, respectively. The decline in net income is primarily attributed to exchange rate fluctuations and one-off factors.

What are the key risks to consider when investing in Yunghwa Tech?

Investors should consider potential risks such as exchange rate fluctuations, intensifying competition in the eco-friendly vehicle parts market, and uncertainties related to new business ventures.
09/08/2025
PNT IR Analysis: A 2nd Battery Growth Momentum or Not? (September 11, 2025)
A Glimpse into the Future of PNT, a Core 2nd Battery Company

On September 11, 2025, PNT (137400), a leading 2nd battery equipment company, will hold an investor relations (IR) session. This IR, which will announce future growth strategies based on solid performance in 2024, is expected to be an important criterion for investors. We will analyze the investment value of PNT through specific information on next-generation technologies such as dry electrodes and solid-state batteries, and LFP battery new businesses, and pinpoint key investment points.
1. PNT IR: What will be announced?

The core of this IR is three-fold: future earnings forecasts that will continue the strong performance of 2024, the development status of dry electrode and solid-state battery technologies that will be game changers in the secondary battery market, and LFP battery and material business expansion plans.

2. Why is it important?

As a major player in the secondary battery equipment market, this IR is an important event that presents the future direction of PNT. In particular, next-generation battery technology competitiveness and new business expansion strategies will be key indicators to gauge PNT’s long-term growth potential. PNT showed amazing results with sales up 89.78% and operating profit up 112.19% in 2024 based on an order backlog of over KRW 1.7 trillion. Can they maintain this growth momentum? You can find out through this IR.
- Positive Factors: Solid performance, next-generation technology development, new business expansion
- Potential Risks: Uncertainty in technology development and new businesses, collection delay risk, intensifying market competition
3. So what will happen? Investor Perspective Analysis

Market reaction is expected to be drastically different depending on the content of the IR presentation. A positive scenario is that presenting a clear vision for next-generation technology development and new business expansion will stimulate investment sentiment and drive stock prices higher. Conversely, earnings forecasts that fall short of market expectations or uncertain business plans can amplify investors’ anxieties, leading to a decline in stock prices. Especially if there is no clear explanation for past collection delay issues, the market’s trust could be lost.

4. Investor Action Plan

Investors should thoroughly analyze the information presented at the IR and focus on the following:
- Specificity and achievability of earnings forecasts
- Current status of next-generation technology development and commercialization roadmap
- Profitability strategy for new businesses
- Risk management capabilities and countermeasures
Carefully consider investment opportunities with a balanced perspective.
What are the key topics to be announced at the PNT IR?

2024 performance analysis and future outlook, dry electrode/solid-state battery technology development status, and LFP battery/material new business expansion plans.

What is PNT’s competitiveness in next-generation battery technology?

Check the current status of core technology development such as ‘Vacuum Control Technique’ to be announced at the IR and its advantages over competitors.

How will entering the LFP battery and materials business affect PNT?

Carefully review the new business’s profitability strategy and market entry plan to assess its growth potential.
09/08/2025
EcoPro Maintains 46.14% Stake in EcoPro Materials: Stock Forecast Analysis
EcoPro recently announced that it will maintain its 46.14% stake in EcoPro Materials. Simply maintaining the stake doesn’t provide a clear picture of EcoPro Materials’ stock future. This article delves into the reasons behind EcoPro’s decision and connects them with key findings from the 2025 semi-annual report to provide an in-depth stock forecast. We also offer key investment strategies, so read on to make informed investment decisions.
EcoPro Holds Steady: What Happened?
EcoPro recently announced it would maintain its 46.14% stake in EcoPro Materials. This represents no change besides a minor 200-share purchase by Hae-eun Lee.
Why Does This Stake Matter?
EcoPro’s maintained stake indicates its long-term confidence in EcoPro Materials’ growth potential and continued commitment to management. This is a positive sign, particularly for management stability.
So, What’s the Stock Forecast for EcoPro Materials?
In the short term, the announcement itself is unlikely to significantly impact the stock price. However, the key factor for mid-to-long-term performance lies in addressing the profitability issues highlighted in the 2025 semi-annual report. Despite revenue growth, the continued operating and net income losses are a concern for investors. Improving profitability and successful execution of investment plans will be crucial for future stock price appreciation.
What Should Investors Do?
- Cautious Approach: While the stake maintenance is positive, improving fundamentals is paramount.
- Focus on Fundamentals: Carefully analyze future earnings reports, focusing on cost reduction, SG&A efficiency improvements, and overall profitability progress.
- Risk Management is Key: Consider the volatility of the battery materials industry, raw material price fluctuations, exchange rate volatility, and increased competition when making investment decisions.
Frequently Asked Questions
Will EcoPro maintaining its stake positively impact EcoPro Materials’ stock price?
While the short-term impact is expected to be minimal, it can be a positive factor for long-term management stability. Ultimately, the company’s fundamentals will determine the stock’s direction.
What is EcoPro Materials’ biggest challenge?
According to the 2025 semi-annual report, declining profitability despite revenue growth is a significant concern. High cost of goods sold and continued operating and net income losses pose a challenge.
What should investors be cautious about when investing in EcoPro Materials?
Investors should carefully consider the risks associated with the volatile battery materials industry, including raw material price fluctuations, exchange rate volatility, and intensifying competition. Monitoring future earnings reports for signs of fundamental improvement is crucial.
09/08/2025
Pino Secures KRW 6.1 Billion NCM Precursor Supply Contract with L&F: What’s Next for the Stock?
Pino in the Spotlight with a Major L&F Contract: Is it an Investment Opportunity?
Pino, focusing on its new energy business, has garnered market attention by securing a KRW 6.1 billion NCM precursor supply contract with L&F. Could this contract be a catalyst for a short-term rise in Pino’s stock price? This article provides investors with essential information by analyzing the contract’s significance, Pino’s financial status, and future prospects.
Pino Signs KRW 6.1 Billion NCM Precursor Supply Contract
Pino announced on September 4, 2025, that it had signed a KRW 6.1 billion NCM precursor supply contract with L&F. The contract period runs from August 28, 2025, to November 3, 2025, approximately two months. This represents about 5.99% of Pino’s first-half revenue in its 36th fiscal year, a substantial amount considering the short contract duration. Notably, the high percentage relative to sales (19.75%) highlights the contract’s significant importance to Pino.
The Contract’s Significance and Future Outlook
This contract holds significant implications for the expansion of Pino’s new energy business. Securing a major client like L&F strengthens Pino’s market position and increases the likelihood of winning additional contracts in the future. Moreover, it’s expected to contribute not only to short-term sales growth but also to stable long-term profit generation.
However, Pino still faces high debt-to-equity ratio and operating losses, and the sluggish performance of its existing business segments persists. Therefore, investors should not solely focus on the potential for short-term stock price increases but carefully evaluate the company’s long-term financial health and the possibility of a turnaround in its existing businesses.
Key Checkpoints for Investors
- Positive Factors: Increased sales in the new energy business, securing a major client, enhanced market competitiveness
- Negative Factors: High debt-to-equity ratio, continuous operating losses, sluggish performance of existing businesses
Pino’s future stock price is expected to fluctuate based on the contract’s fulfillment, securing additional contracts, and the company’s efforts to improve its financial structure. Investors should make cautious investment decisions by comprehensively considering these factors.
Frequently Asked Questions
How will this contract impact Pino’s financials?
While it is expected to contribute to sales growth in the short term, the long-term profitability improvement remains uncertain. Addressing the company’s financial health is crucial.
What is the outlook for Pino’s new energy business?
The outlook is positive, in line with the growth of the EV and ESS markets, but variables such as intensifying competition and technological changes should also be considered.
Should I invest in Pino?
While there’s potential for short-term stock price momentum, careful investment decisions are necessary, considering the financial risks and the sluggish performance of existing businesses.
09/04/2025
Hanjung NCS Rights Offering: Opportunity or Risk?
Hanjung NCS Announces KRW 15 Billion Rights Offering: Is it a Good Move?
Energy storage system (ESS) and electric vehicle (EV) component manufacturer Hanjung NCS has announced a rights offering aiming to raise KRW 15 billion. This news brings both excitement and apprehension for investors. Will this rights offering pave the way for Hanjung NCS’s growth, or does it pose a risk to investors? This article analyzes the background and potential impact of Hanjung NCS’s rights offering and highlights key considerations for investors.
1. What Happened? Hanjung NCS Announces Rights Offering
Hanjung NCS announced on September 3, 2025, a rights offering of 446,054 common shares at an issue price of KRW 33,628 per share, totaling approximately KRW 15 billion. Several institutional investors, including Shinhan Investment Corp. and KB Securities, are participating.
2. Why a Rights Offering? Strengthening Finances and Fueling Growth
This rights offering aims to improve the company’s financial structure and secure funds for new business investments. Facing challenges with declining sales and operating losses in the ESS segment in the first half of 2025, Hanjung NCS plans to use the proceeds to strengthen its financial health and invest in enhancing its competitiveness in the ESS and EV components business, as well as explore new markets.
3. What’s Next? Analyzing the Opportunities and Risks
Positive Aspects:
- Improved financial structure and reduced debt-to-equity ratio
- Investment in new businesses and strengthened R&D
- Potential benefits from growth in the ESS and EV markets
Negative Aspects:
- Potential stock dilution (though limited by the 5% issuance ratio)
- Increased capital costs and uncertainty regarding the use of funds
- Uncertainty surrounding the recovery of the ESS business segment
- Macroeconomic uncertainties (interest rate hikes, raw material price fluctuations)
4. What Should Investors Do? Careful Observation and Continuous Monitoring
The current offering price represents a discount of approximately 30% compared to the recent stock price, potentially making it attractive to investors. However, it is crucial to closely monitor the specific use of the funds raised and the recovery of the ESS business segment. Pay close attention to company announcements regarding the use of funds and the status of relationships with key customers and new orders in the ESS segment. Investors should be cautious of short-term stock price volatility and consider investment from a long-term perspective.
FAQ: Addressing Your Questions About the Hanjung NCS Rights Offering
What is a rights offering?
A rights offering allows existing shareholders to purchase newly issued shares at a discounted price, raising capital for the company.
What is the purpose of the Hanjung NCS rights offering?
The offering aims to improve the company’s financial structure and secure funds for new business investments.
How might the rights offering affect the stock price?
There are both positive and negative potential impacts. The expectation of improved financial structure and growth opportunities may positively affect the stock price. Conversely, stock dilution from the new share issuance may put downward pressure on the price.
What should investors consider?
Investors should carefully evaluate the specific plans for the use of funds, market conditions, interest rate trends, and the potential recovery of the ESS business segment before making investment decisions.
09/03/2025
Hanjung NCS Issues ₩15 Billion in Convertible Bonds: Investment Opportunity or Risk?
Hanjung NCS Announces ₩15 Billion Convertible Bond Issuance: Is it a Good Investment?

Hanjung NCS recently announced its decision to issue ₩15 billion worth of convertible bonds (CBs). What does this mean for investors? With growth potential in the ESS and EV sectors alongside concerns about recent financial performance, this article analyzes the background and impact of the CB issuance, highlighting key points for investment consideration.
1. What Happened? : ₩15 Billion Convertible Bond Issuance

Hanjung NCS announced a private placement of ₩15 billion in convertible bonds (CBs) on September 3, 2025. The funds will be used for investments in ESS and EV projects, R&D, and operating expenses.

2. Why? : Securing Funds for Growth Momentum

Hanjung NCS is actively investing in expanding its ESS and EV components business overseas. The company needs funding for establishing a new ESS production subsidiary in the US, converting the ESS production line in its Chinese subsidiary, and securing future growth momentum. The CB issuance is a strategy to secure these necessary funds.

3. What’s the Impact? : Opportunities and Risks

Positive Aspects
- • Increased Investment in Growth Industries: Capitalizing on high growth potential of ESS and EV markets.
- • Potential Improvement in Financial Structure: Decreased debt ratio upon conversion of CBs to equity.
Negative Aspects
- • Potential Stock Dilution: Dilution of existing shareholder value upon conversion of CBs to equity.
- • Interest Expense Burden: Incurring interest expenses until maturity (0% coupon rate, 1.0% maturity rate).
- • Increased Financial Burden if Performance Remains Weak: Increased repayment burden if current trend of poor profitability continues.
4. What Should Investors Do? : Key Investment Points and Strategies

Investors should consider both the short-term liquidity benefits and the potential for stock dilution. The key investment points are the improvement of the company’s fundamentals and the actual performance of its ESS and EV businesses. Careful monitoring of quarterly earnings announcements, overseas business progress, and the conversion of CBs is crucial. The current investment opinion is ‘Neutral (Watchlist).’
Frequently Asked Questions

What are Convertible Bonds (CBs)?

Convertible bonds (CBs) are bonds that give the holder the right to convert them into a predetermined number of shares of the issuing company’s common stock after a specified period. Investors can receive interest like a bond or convert them into stock to capitalize on potential price appreciation.

How will the issuance of CBs affect Hanjung NCS’s stock price?

In the short term, there may be a positive impact due to the influx of funds. However, in the long term, if the CBs are converted into stock, there is a possibility of stock dilution due to the increased number of shares.

Should I invest in Hanjung NCS?

Currently, the outlook is neutral. While the growth potential of the ESS and EV markets is positive, the continuing poor performance is a concern. Carefully review the company’s future performance and business progress before making an investment decision.
09/03/2025
Samkee Energy Solutions Announces Convertible Bond Offering: Opportunity or Risk? (H1 2025 Report Analysis)
Samkee Energy Solutions: A Hot Topic in the EV Market

Samkee Energy Solutions is gaining attention alongside the growth of the electric vehicle battery component market. However, the recent announcement of a convertible bond offering presents both opportunities and concerns for investors. This article analyzes Samkee’s H1 2025 report, examining the impact of the bond offering and suggesting investment strategies.
1. What Happened? Samkee Energy Solutions Announces Convertible Bond Offering!

Samkee Energy Solutions announced a convertible bond offering on September 2, 2024. This decision aims to raise capital, which can be used for various purposes such as securing operating funds, investing in R&D, or expanding into new businesses.

2. Why Does it Matter? The Two Sides of Convertible Bonds: Opportunity and Risk

Convertible bonds offer the advantage of providing funds for company growth, but they also carry the disadvantage of potential stock dilution for existing shareholders upon conversion and increased interest expenses. Investors should carefully review the purpose and conditions of the offering.

3. So, What Should You Do? Investment Strategies Based on the H1 2025 Report Analysis

According to the H1 2025 report, Samkee Energy Solutions showed positive results, including the ESS BMS cable supply contract with LG Energy Solution. However, it also faces challenges such as sluggish performance and financial burdens. Therefore, investors should consider the following:
- Short-term investment strategy: Carefully review the terms of the convertible bond offering, potential stock dilution, recovery of existing business profitability, and initial performance of the electric vehicle component business, and invest cautiously.
- Mid- to long-term investment strategy: Continuously monitor the performance of the electric vehicle component division, efforts to improve financial structure, and growth of the global electric vehicle market, and consider investments from a long-term perspective.
4. Further Analysis: Macroeconomic Indicators

The rise in the USD/KRW exchange rate is positive for Samkee Energy Solutions as an exporting company, but the decline in the EUR/KRW exchange rate and the possibility of a global economic slowdown are risk factors. The possibility of interest rate cuts can help reduce borrowing costs, but the potential for increased exchange rate volatility should also be considered.
What is Samkee Energy Solutions’ main business?

Samkee Energy Solutions manufactures components for electric vehicle batteries and ESS (Energy Storage Systems).

What are convertible bonds?

Convertible bonds are bonds that give the holder the right to convert them into shares of the issuing company’s stock after a certain period.

How does a convertible bond offering affect stock prices?

Convertible bond offerings can have both positive and negative effects on stock prices in the short term. In the long term, the potential for stock dilution upon conversion should be considered.
09/02/2025
Samgi Energy Solutions Issues ₩30B in Convertible Bonds: Impact on Stock Price (September 2025 Analysis)
The Future of EV Battery Component Maker, Samgi Energy Solutions

In September 2025, Samgi Energy Solutions decided to issue ₩30 billion in convertible bonds (CBs). Having achieved a turnaround to profitability and embarking on new business expansions, what impact will this CB issuance have on the company’s future? This article analyzes the background, potential impacts, and investor considerations surrounding the CB issuance, offering insights for future investment strategies.
1. CB Issuance: What Happened?

Samgi Energy Solutions will issue ₩30 billion in private convertible bonds (CBs). The conversion price is set at ₩2,237, the maturity rate is 1.0%, and conversion is possible from September 2026.

2. Why the CB Issuance?: Background and Objectives

This CB issuance is interpreted as a strategic fundraising effort to strengthen growth drivers, including investments in new businesses, research and development, and securing operating funds. At this juncture, with the company having returned to profitability and pursuing new business expansion, including electric vehicle components, securing additional funds could further accelerate growth momentum.

3. Impact of CB Issuance on Stock Price
- Short-term Impact: The positive effects of fundraising coexist with downward pressure on the stock price due to overhang concerns. The fact that the conversion price is higher than the current market price suggests caution is needed regarding initial market reactions.
- Mid- to Long-term Impact: Upon conversion of the CBs, capital increase can lead to improved financial structure. However, the possibility of dilution effects upon conversion should also be considered. The likelihood of conversion increases with future stock price appreciation, and the gap between the current price and the lowest conversion price suggests potential for further upside.
4. Investor Action Plan
- Gather Information: Carefully review information regarding the company’s purpose for the CB issuance, fund utilization plans, and expected investment performance.
- Monitor Stock Price: Continuously monitor the relationship between the conversion price and current stock price, as well as market reactions, and adjust your investment strategy accordingly.
- Evaluate Company Value: Re-evaluate the company’s future value, considering the CB issuance and new business ventures, and make informed investment decisions.
What are convertible bonds (CBs)?

Convertible bonds (CBs) are a type of bond that gives the holder the option to convert them into a predetermined number of shares of the issuing company’s common stock after a specified period.

Does issuing convertible bonds only have negative impacts on stock prices?

No. While there can be downward pressure on stock prices in the short term due to overhang concerns, in the long term, convertible bonds can lead to strengthened growth drivers and improved financial structure through successful fundraising.

Is Samgi Energy Solutions’ CB issuance positive or negative?

It has both positive and negative aspects. The CB issuance serves as a positive step for securing funds for growth, but potential stock dilution and other factors represent potential downsides. Investors should consider all these factors comprehensively before making investment decisions.
09/02/2025