Korea Stock Market Insights

Tag: Fertilizer

  • Hyosung ONB Q3 2025 Earnings Analysis: Sharp Decline in Net Profit Due to Financial Asset Valuation Losses, What’s the Investment Strategy?



    Hyosung ONB Q3 2025 Earnings Analysis: Sharp Decline in Net Profit Due to Financial Asset Valuation Losses, What's the Investment Strategy? 대표 차트 이미지






    1. What Happened?: Q2 Earnings Shock, What’s the Cause?

    Hyosung ONB’s Q2 2025 earnings recorded a significant decline year-on-year, with sales of KRW 2.9 billion, operating profit of KRW 200 million, and a net loss of KRW 600 million. The main cause of the sharp drop in earnings, especially compared to Q1, was the valuation loss on financial assets.

    2. Why Did This Happen?: Double Whammy of Financial Asset Valuation Losses and Business Slump

    • Financial Asset Valuation Losses: The decline in the value of the investment portfolio directly impacted earnings.
    • Business Slump: The sharp drop in sales at subsidiary HYOSUNG ONB (PVT) LTD (-39.5%) and the decline in domestic composted organic fertilizer sales (-13.4%) also contributed to the earnings deterioration.

    3. What’s Next?: Positive Factors and Risks Amidst Uncertainty

    Hyosung ONB has positive factors such as the eco-friendly agricultural trend and government policy support, but whether the financial asset valuation losses will recover and whether operating profit will improve after Q3 will be key variables in future stock price movements. Volatility in raw material prices and exchange rates can also act as risk factors.

    4. What Should Investors Do?: Focus on Risk Management and Fundamental Analysis

    • Risk Management: Closely monitor the valuation trend of financial assets and strengthen risk management measures such as investment portfolio diversification.
    • Fundamental Analysis: Continuously analyze changes in fundamentals, such as strengthening core business competitiveness and improving the performance of overseas subsidiaries.
    • Information Acquisition: Consistently acquire information necessary for investment decisions through corporate disclosures and market analysis data.


    Hyosung ONB Investment, Solve Your Questions with FAQs!

    Q: What caused the sharp decline in Hyosung ONB’s Q2 earnings?

    A: The main cause was the valuation loss on financial assets. The decline in the value of the investment portfolio directly impacted earnings.

    Q: What is Hyosung ONB’s main business?

    A: Their main business is manufacturing and selling organic and byproduct fertilizers. They operate 5 domestic factories and a subsidiary in Sri Lanka. ‘Mixed oil cake (pellet)’ accounts for the largest portion of sales.

    Q: What should investors be aware of when investing in Hyosung ONB?

    A: Investors should pay close attention to the recovery of financial asset valuation losses, improvement in operating profit after Q3, and volatility in raw material prices and exchange rates. Risk management, such as investment portfolio diversification, is also important.









    Hyosung ONB Q3 2025 Earnings Analysis: Sharp Decline in Net Profit Due to Financial Asset Valuation Losses, What's the Investment Strategy? 관련 이미지
    Hyosung ONB Q3 2025 Earnings Analysis: Sharp Decline in Net Profit Due to Financial Asset Valuation Losses, What's the Investment Strategy? 관련 이미지




  • Jobi Stock Forecast: Impact of Insider Stake Sale & Investment Strategies

    Jobi Stock Forecast: Impact of Insider Stake Sale & Investment Strategies 대표 차트 이미지

    1. Jobi’s Insider Stake Sale: What Happened?

    Leaders Chemical sold 7,000 shares of Jobi stock between August 18th and 20th, 2025. This slightly reduced the total insider stake, including KyungNong Corporation, from 56.88% to 56.75%.

    2. Why Does the Stake Sale Matter?

    While not a direct threat to management control, this stake sale, combined with Jobi’s recent fundamentals, could negatively impact investor sentiment. Despite returning to profitability, continued decline in sales, increasing debt ratio, and high accounts receivable balance could raise concerns among investors. The market may interpret this stake sale as a sell signal from major shareholders, potentially leading to increased stock volatility.

    3. Jobi’s Current Situation and Future Outlook

    Jobi is experiencing declining sales in its fertilizer business, but cost reductions and improved non-operating income have led to a return to profitability. However, the increased debt ratio and high accounts receivable require caution regarding financial soundness. While the company is focusing on developing functional fertilizers to adapt to market trends like smart farms and precision agriculture, tangible results are yet to be seen. External uncertainties, including fluctuations in raw material prices and exchange rates, as well as the possibility of interest rate hikes, also exist.

    4. Action Plan for Investors

    • Short-term Investment Strategy: Monitor stock price fluctuations following the stake sale and take a cautious approach, observing improvements in fundamentals and changes in macroeconomic indicators.
    • Long-term Investment Strategy: Consider various factors comprehensively, including sales recovery and diversification, strengthening financial soundness, securing competitiveness in the functional fertilizer business, managing raw material and exchange rate risks, and changes in macroeconomic indicators.
    Q. Will the insider stake sale affect Jobi’s management control?

    A. The scale of this sale is not large enough to pose a direct threat to management control, but it could be interpreted as a negative signal by the market.

    Q. Is Jobi’s return to profitability sustainable?

    A. Considering the continuous decline in sales, increasing debt ratio, and high accounts receivable, the sustainability of the return to profitability is uncertain. Future sales recovery and strengthening of financial soundness are crucial.

    Q. What should investors be aware of when investing in Jobi?

    A. In the short term, pay attention to stock price volatility following the stake sale. In the long term, continuously monitor sales recovery, strengthening of financial soundness, and new business performance. Also, consider the impact of macroeconomic variables such as raw material prices, exchange rates, and interest rates.

    Jobi Stock Forecast: Impact of Insider Stake Sale & Investment Strategies 관련 이미지
    Jobi Stock Forecast: Impact of Insider Stake Sale & Investment Strategies 관련 이미지

  • NUBO’s IR: Turning a Profit, But What Should Investors Watch For?

    1. NUBO’s IR: What to Expect

    NUBO’s IR meeting, scheduled for 2 PM on August 25th, will present their first-half earnings and management performance, followed by a Q&A session with investors. Detailed explanations of the factors contributing to their return to profitability, the reasons for declining sales, and future business strategies are anticipated.

    2. Profitability, But at What Cost? Key Fundamental Analysis

    NUBO reported profits in both operating income and net income for the first half. However, sales decreased compared to the same period last year, and both debt-to-equity ratio and net debt-to-EBITDA ratio increased. This creates a mixed picture for potential investors.

    • Positive Factors: Return to operating profit, diversified business portfolio, overseas market expansion, patented technologies.
    • Negative Factors: Declining sales, increasing debt ratio, exchange rate and raw material price volatility, intensified competition.

    3. Key IR Checkpoints: What Investors Should Focus On

    Investors should pay close attention to the following during the IR meeting: clear explanations for the structural causes of sales decline and solutions, debt management plans, specific details and feasibility of overseas expansion strategies, and strategies for managing exchange rate and raw material price fluctuations.

    4. Investment Strategy: A Cautious Approach Is Necessary

    Carefully review the information presented during the IR and assess whether the company’s explanations align with market conditions and whether they offer sufficient solutions for risk factors. It’s crucial to make investment decisions based on a long-term perspective rather than being swayed by short-term stock price fluctuations.

    Frequently Asked Questions (FAQ)

    What are NUBO’s main businesses?

    NUBO operates various businesses, including fertilizers, organic farming materials, golf course landscaping, and export of agricultural products and materials. They are actively expanding into overseas markets based on their Controlled Release Fertilizer (CRF) technology.

    What are the key takeaways from this IR?

    Pay close attention to the reasons for declining sales and proposed solutions, debt management plans, specifics of overseas expansion strategies, and how the company plans to navigate exchange rate and raw material price volatility.

    Should I invest in NUBO?

    It is recommended to make investment decisions after thoroughly reviewing the information presented at the IR and verifying if the explanations align with market conditions and sufficiently address risk factors.

  • Kyung Nong’s H1 2025 Earnings: Taking Off with Smart Farms?

    1. Kyung Nong’s H1 2025 Performance: Harmony of Core Business and New Growth Engine

    Kyung Nong achieved consolidated revenue of KRW 114.2 billion, operating profit of KRW 14.4 billion, and net income of KRW 11.5 billion in the first half of 2025. While revenue increased slightly year-over-year, operating profit improved significantly, demonstrating enhanced profitability.

    2. Smart Farms: Kyung Nong’s New Growth Engine

    Kyung Nong’s smart farm business has been steadily growing since its launch in 2022, generating substantial revenue. The growth of the global smart agriculture market and government support policies provide a positive environment for Kyung Nong’s smart farm business. This shows Kyung Nong’s vision to leap beyond a simple agricultural materials company to become a leader in future agriculture.

    3. Positive Factors and Investment Considerations

    • Positive Factors: Cost efficiency, smart farm business growth, strengthened financial soundness, improved performance of subsidiary JOBI.
    • Considerations: Exchange rate and interest rate volatility, intensified market competition, dependence on Nonghyup.

    Investors should consider these factors comprehensively when developing their investment strategies. In particular, it is necessary to monitor changes in the macroeconomic environment and market competition.

    4. Action Plan for Investors

    Kyung Nong’s future stock price is expected to be affected by the specific performance of the smart farm business, information disclosure through IR activities, and changes in the macroeconomic environment. Investors should continuously monitor these factors and make investment decisions.

    Q: What are Kyung Nong’s key financial results for H1 2025?

    A: Consolidated revenue of KRW 114.2 billion, operating profit of KRW 14.4 billion, and net income of KRW 11.5 billion.

    Q: What is the current status of Kyung Nong’s smart farm business?

    A: It has been steadily growing since its launch in 2022 and is generating substantial revenue.

    Q: What should investors be aware of when investing in Kyung Nong?

    A: Pay attention to changes in the macroeconomic environment such as exchange rate and interest rate volatility, and intensified market competition.

  • Joby’s Q2 2025 Earnings Surprise: A Turnaround Signal?

    1. Joby’s Q2 2025 Earnings Analysis: What Happened?

    Joby announced impressive Q2 2025 results, exceeding market expectations with revenue of ₩49 billion, operating profit of ₩5.3 billion, and net profit of ₩5 billion. This signifies a clear turnaround from the second half of 2024, capturing investors’ attention. Operating profit and net profit increased by 9.45% and 59.07% year-over-year, respectively, demonstrating improved profitability.

    2. Behind the Surprise: Why These Results?

    This positive performance is attributed to successful cost management and a strategy focused on high-value-added product sales. Improved inventory management and turnover also contributed to increased operational efficiency. The supply contract with Nonghyup Economic Holding is also expected to have positively impacted sales stability.

    3. Future Outlook and Investment Strategies: What’s Next?

    While the Q2 earnings improvement is positive, continued revenue decline, decreased R&D investment, and increased short-term borrowings pose medium to long-term risks. Investors should closely monitor future earnings forecasts, R&D investment expansion and new product development, exchange rate and raw material price fluctuations, and competitor trends. The potential for a slowdown in the overall fertilizer market should also be considered.

    4. Investor Action Plan

    • Short-term Investment: Leverage positive momentum, consider potential for short-term stock price increase.
    • Long-term Investment: Carefully analyze risk factors, monitor sales growth and competitiveness.
    • Key Checkpoints: R&D investment, new product development, and strategies to address exchange rate and raw material price fluctuations.

    Frequently Asked Questions

    What were Joby’s Q2 2025 earnings?

    Joby reported revenue of ₩49 billion, operating profit of ₩5.3 billion, and net profit of ₩5 billion in Q2 2025.

    What are the main reasons for Joby’s surprising earnings?

    The main factors are cost management, expansion of high-value-added product sales, and improved inventory management efficiency.

    What should investors be aware of when investing in Joby?

    Investors should consider risk factors such as continued revenue decline, decreased R&D investment, and increased short-term borrowings.

  • NUBO Corp. Posts Earnings Surprise, Returns to Profitability: What’s Next for the Stock?

    1. What Happened? : Earnings Surprise and Return to Profitability

    NUBO Corp. reported KRW 35.3 billion in revenue, KRW 3.3 billion in operating profit, and KRW 0.7 billion in net profit for Q2 2025, marking a successful return to profitability. This significant earnings surprise greatly exceeded market expectations of KRW 0, capturing investors’ attention.

    2. Why Did This Happen? : Core Technology and Efficient Cost Management

    This positive performance is attributed to NUBO’s core technologies, such as its Controlled Release Fertilizer (CRF) and effervescent tablet fertilizer manufacturing technology. These innovations have provided a competitive edge. Furthermore, successful cost control and operational efficiency improvements contributed to enhanced profitability.

    3. What’s Next? : Short-term Gains vs. Long-term Risks

    In the short term, positive market sentiment driven by improved earnings may lead to stock price appreciation. However, increasing debt-to-equity ratio (215.06%) and net debt-to-equity ratio (108.05%) pose financial stability concerns. The potential dilution from convertible bond issuance and the continuing trend of declining sales also present long-term risks.

    4. What Should Investors Do? : A Balanced Investment Strategy is Key

    Investors should carefully consider both the short-term potential gains and the long-term risk factors. Closely monitoring the company’s efforts to improve financial health, its revenue growth strategy, and its response to macroeconomic changes is crucial for making informed investment decisions.

    Q. How did NUBO Corp. perform in Q2 2025?

    A. NUBO Corp. reported KRW 35.3 billion in revenue, KRW 3.3 billion in operating profit, and KRW 0.7 billion in net profit, marking a return to profitability and exceeding market expectations.

    Q. What is the outlook for NUBO Corp.’s stock?

    A. The stock may see short-term gains due to improved earnings, but long-term risks exist, including financial stability concerns and potential dilution from convertible bonds.

    Q. What should investors consider before investing in NUBO Corp.?

    A. Investors should carefully monitor the company’s financial health, revenue growth strategies, and response to macroeconomic changes before making investment decisions.

  • Namhae Chemical H1 2025 Earnings Analysis: Solid Growth, But What About Investment Opportunities?

    1. Namhae Chemical H1 2025 Performance Overview

    Namhae Chemical achieved sales of KRW 863.9 billion and operating profit of KRW 34.9 billion in H1 2025, maintaining a solid growth trajectory. The fertilizer segment, with a 42% domestic market share, generated stable profits, while the oil business contributed positively with increased sales volume.

    2. Key Business Performance and Challenges

    Fertilizer Segment: Steady Growth, but Raw Material Prices Remain a Concern

    The fertilizer segment remains Namhae Chemical’s core business, underpinning its solid performance. However, rising prices of key raw materials like urea, potassium chloride, and sulfur could pressure margins and require ongoing monitoring.

    Oil Business: Sales Volume Growth Drives Stable Profitability

    The oil business saw sales grow by 8.8% year-on-year, driven by increased sales volume, positively impacting overall performance. Volatility in international oil prices requires continued observation.

    Semiconductor-Grade Sulfuric Acid: Initial Investment Burden, Future Growth Driver

    The new semiconductor-grade sulfuric acid business is currently operating at a loss due to initial investment and operating costs. However, it holds potential for future profitability with anticipated growth in the semiconductor industry.

    3. Investment Considerations

    • Raw Material Price Volatility: Fluctuations in international raw material prices, particularly sulfur, could negatively impact profitability.
    • Exchange Rate Fluctuations: USD exchange rate volatility can introduce variability in profits.
    • New Business Profitability: The initial losses from the semiconductor-grade sulfuric acid venture pose a burden on consolidated earnings.

    4. Action Plan for Investors

    • In the short term, monitor the slowdown trend observed in Q2 earnings.
    • In the medium to long term, closely monitor raw material price fluctuations, the turnaround of the new business, and changes in the macroeconomic environment.
    • Develop an investment strategy by comprehensively considering Namhae Chemical’s business portfolio diversification strategy and future growth potential.
    What are Namhae Chemical’s main businesses?

    Namhae Chemical’s primary businesses are fertilizer chemicals, oil, and a new venture in semiconductor-grade sulfuric acid.

    How did Namhae Chemical perform in the first half of 2025?

    Namhae Chemical recorded sales of KRW 863.9 billion and operating profit of KRW 34.9 billion in H1 2025.

    What are the key considerations for investing in Namhae Chemical?

    Investors should consider factors such as raw material price volatility, exchange rate fluctuations, and the profitability of the new semiconductor-grade sulfuric acid business.

  • JOBI Stock Forecast: Major Shareholder Divestment, What’s Your Investment Strategy?

    What Happened?: Analysis of Major Shareholder Divestment

    Leaders Chemical, a specially related party of Kyung Nong, JOBI’s major shareholder, sold 3,600 shares, slightly decreasing its stake from 56.95% to 56.88%. Although the scale of the sale is not large, changes in the stake of major shareholders can lead to various interpretations in the market.

    Why the Divestment?: Background and Impact Analysis

    The background of Leaders Chemical’s divestment has not been disclosed, but it is generally likely for asset management or cash securing purposes. The small decrease in stake is expected to have a limited direct impact on management rights. However, the market may interpret the major shareholder’s divestment as a negative signal in the short term.

    JOBI’s Current Situation: Fundamental and Market Trend Analysis

    JOBI successfully turned to profit in Q1 2025, but sales decreased compared to the same period last year. Rising raw material prices and intensifying market competition are ongoing risk factors. However, investment plans in response to the growth of the smart agriculture and functional fertilizer market are positive.

    • Positive Factors: Return to profit in Q1, response to the functional fertilizer market, and facility investment plans.
    • Negative Factors: Declining sales, high dependence on imported raw materials, short-term debt burden, and exchange rate and interest rate volatility.

    What’s Next?: Investment Strategy

    This change in stake may cause short-term investor sentiment to shrink, but considering the trend of fundamental improvement and market conditions, a limited correction is expected. In the medium to long term, fundamental improvement, strengthening competitiveness in the functional fertilizer market, and efficient risk management are expected to have a positive impact on the stock price. Investors should be mindful of short-term volatility and make prudent investment decisions by comprehensively considering future earnings announcements and changes in macroeconomic indicators.

    How will the major shareholder’s divestment affect JOBI’s stock price?

    In the short term, there may be downward pressure on the stock price due to shrinking investor sentiment, but a limited correction is expected as the change in stake is not significant.

    What is the outlook for JOBI?

    There are positive factors such as turning to profit in the first quarter and strategies to respond to the growth of the functional fertilizer market, but there are also uncertainties such as rising raw material prices and intensifying competition.

    What should I be aware of when investing in JOBI?

    Be mindful of short-term stock price volatility and invest carefully by comprehensively considering future earnings announcements and changes in macroeconomic indicators.

  • Kyung Nong Stock Forecast: Major Shareholder Increases Stake – Opportunity or Risk? (August 2025 Analysis)

    1. What Happened?: Kyung Nong’s Major Shareholder Increases Stake

    On August 11, 2025, Kyung Nong’s CEO, Yongjin Lee, increased his stake by 0.22%p through a related party, bringing his total ownership to 67.03%. This move is interpreted as an attempt to strengthen his control over the company.

    2. Why Does it Matter?: Management Stability and Shareholder Value

    Increasing the major shareholder’s stake contributes to management stability and can positively influence long-term business planning and investment attraction. It can also be seen as a signal of management’s commitment to enhancing shareholder value.

    • Positive Aspects: Strengthened management control, securing long-term growth drivers
    • Negative/Cautionary Aspects: Sluggish Q1 2025 earnings, macroeconomic uncertainties, intensifying competition in the agricultural materials market

    3. What’s Next?: Stock Price Forecast and Investment Strategy

    Short-term stock price volatility is expected due to the stake change. However, in the mid-to-long term, expectations for management stability and growth strategies can positively impact the stock price. Considering the current undervaluation based on PER/PBR, there is a possibility of a re-evaluation of the company’s value. However, the sluggish Q1 2025 earnings and macroeconomic uncertainties should be considered when making investment decisions.

    4. What Should Investors Do?: Careful Observation and Prudent Investment

    Investors should closely monitor Kyung Nong’s future earnings announcements and the concretization of its business strategies. It’s crucial to assess the company’s strategies for dealing with changes in the macroeconomic environment. It is advisable to consider investments from a mid-to-long-term perspective rather than being swayed by short-term market fluctuations.

    Frequently Asked Questions

    What are Kyung Nong’s main businesses?

    Kyung Nong’s primary businesses are crop protection products (97.92% of sales) and fertilizers (through its subsidiary, Chobi).

    How will this stake change affect the stock price?

    While it may cause short-term volatility, it can positively impact the stock price in the mid-to-long term due to increased management stability and growth expectations.

    How was Kyung Nong’s Q1 2025 performance?

    Sales slightly decreased compared to the same period last year, and operating profit and net income decreased by 8.35% and 4.84%, respectively.