Korea Stock Market Insights

Tag: Food Waste Disposer

  • Picogram’s H1 2025 Earnings: Profitability Improves, but Revenue Declines – What’s Next?

    1. Picogram’s H1 2025 Performance: What Happened?

    Picogram reported revenue of ₩9.9 billion (preliminary), operating profit of ₩500 million (preliminary), and net income of ₩1.8 billion (preliminary) for H1 2025. Revenue decreased by 69% year-over-year, but the company achieved a turnaround to profitability.

    2. Analyzing the Results: Why Did This Happen?

    The revenue decline is attributed to increased competition in the water purifier market and the overall economic slowdown. The return to profitability is likely due to cost optimization efforts and positive contributions from new ventures (cosmetics brand ‘CelliStem’ and food waste disposers).

    3. Picogram’s Future: What’s the Outlook?

    Picogram is focusing on expanding its B2C market presence and strengthening its technological competitiveness through R&D investments. However, challenges remain, including intense competition in the water purifier market and raw material price volatility. While investors should monitor the revenue decline in the short term, the long-term growth potential of new businesses should be considered.

    4. Investor Action Plan: What Should You Do?

    Currently, a neutral stance is recommended, with close monitoring of the upcoming Q3 2025 earnings and the performance of new businesses. Picogram’s B2C channel expansion strategy and cost reduction efforts are also key factors to watch. Investors should be mindful of short-term stock price volatility and develop a long-term investment strategy.

    Picogram H1 2025 Earnings FAQ

    What was Picogram’s revenue for H1 2025?

    ₩9.9 billion (preliminary).

    Did Picogram report a profit or loss for H1 2025?

    Picogram returned to profitability with a net income of ₩1.8 billion (preliminary).

    What is Picogram’s main business?

    Picogram’s primary business is manufacturing and selling water purifiers and filters. They have also expanded into cosmetics and food waste disposers.

    What is the outlook for Picogram?

    While the growth potential of new businesses is promising, challenges remain, including a decline in revenue and increased market competition.

  • Oheim&Company Stock Forecast: Opportunity or Crisis After Major Shareholder Divestment?

    1. What Happened?

    Oheim&Company’s largest shareholder, Choi In-soon, reduced her stake from 20.58% to 14.47%, selling a total of 1,185,000 shares to Felix Investment Partnership and Cornerstones Co., Ltd. While the stated purpose of the sale is ‘simple investment purposes,’ further investigation into the real background is necessary.

    2. Why the Divestment? And How Are the Fundamentals?

    While the official reason is simple investment, the recent poor performance in Q1 2025 (revenue of 11.2 billion won, operating loss of 1 billion won) may have played a role. The decline in sales is attributed to seasonal factors and delayed Qoo10 settlements, but the operating loss indicates the urgent need for cost management and marketing efficiency. However, there are positive aspects as well. The new management team, the growth of the premium food waste disposer ‘Irob,’ brand portfolio strengthening, and the transition to self-operated logistics centers are promising.

    3. How Will This Divestment Affect the Stock Price? What About the Macroeconomic Situation?

    Major shareholder divestment generally negatively impacts stock prices. However, the fact that the major shareholder still holds a significant 14.47% stake and the stated reason for the sale being simple investment could act as a buffer. The identity and intentions of the buyers are key factors in future stock price volatility. Furthermore, macroeconomic uncertainties such as the unstable exchange rate, rising oil prices and interest rates, and increasing logistics costs should be considered.

    4. What Should Investors Do?

    Keeping in mind the possibility of increased short-term stock price volatility, investors should develop their investment strategies by monitoring the following factors:

    • Q2 2025 earnings
    • Growth of ‘Irob’
    • New management’s strategy
    • Outcome of the lawsuit related to the former CEO
    • Changes in macroeconomic indicators
    • Buyers’ investment objectives

    Gathering information and analyzing the risks and opportunities carefully are crucial. Pay close attention to information about the buyers and the Q2 earnings announcement.

    Frequently Asked Questions

    Is major shareholder divestment always negative for the stock price?

    Generally, it’s negative, but it can vary depending on the size of the sale, purpose, company fundamentals, and market conditions.

    What is the future stock price outlook for Oheim&Company?

    It’s difficult to predict as it depends on various factors, including macroeconomic conditions, Q2 earnings, new business performance, and the buyer’s intentions.

    What information should I check before making an investment decision?

    Refer to the company’s public disclosures, financial statements, analyst reports, news articles, and consider consulting with a financial advisor.