1. What Happened? : CEO Share Sell-off Background

i-SENS CEO Keun-Sik Cha sold 2,742 common shares on July 31 and August 4, 2025. While the change in ownership percentage is minimal, combined with the poor Q1 results, this has heightened market anxiety. Although the disclosed purpose is for a collateral loan agreement with no impact on management control, investors await further clarification.

2. Why Did This Happen? : Weak Earnings and External Factors

i-SENS recorded disappointing Q1 2025 results with significant declines in both revenue and operating profit compared to the previous quarter. Factors contributing to this decline include seasonal factors, increased market competition, and the global economic slowdown. External pressures such as rising raw material prices, exchange rate fluctuations, and interest rate hikes have also added to the challenges.

3. What’s Next? : Stock Price Outlook

The stock price outlook appears negative in the short term. Investors should closely monitor the effectiveness of the Songdo Plant investment, the successful launch of CareSens Air2, and further details regarding the CEO’s share sale.

4. Investor Action Plan : Hold or Sell, Further Information Needed

Holding or selling might be the appropriate strategy for now. It’s advisable to make investment decisions after reviewing the Q2 2025 earnings announcement and further information regarding the CEO’s share sale. Continuous monitoring of raw material price trends, competitor analysis, and the progress of the Songdo Plant investment is also recommended.