What was discussed at the Justem IR?
On September 10, 2025, at the Eugene Investment & Securities Online Corporate Day, Justem shared its current business status and future growth strategies. Key highlights include the return to profitability in the first half of 2025, robust sales of its 1st generation N₂ Purge System, market expansion of JFS products, and new investments in HBM, display, and secondary battery sectors.
Why is the return to profitability significant?
Through efficient cost management and strong sales of its core products, Justem achieved a return to profitability in the first half of 2025. This signifies more than just improved performance; it demonstrates the company’s resilience and ability to maintain stable growth amidst economic uncertainty. Improved financial health, including a decrease in debt ratio and positive operating cash flow, also sends a positive signal to investors.
What are the future growth drivers?
- HBM Market Leadership: Justem is developing hybrid bonding stack equipment in line with HBM market growth, striving to secure market leadership.
- New Business Expansion: Investment in new businesses such as high-vacuum static eliminators for displays and secondary battery manufacturing equipment promotes diversification and secures new growth engines.
- Subsidiary Flam: Business diversification through its subsidiary, Flam Co., Ltd., is expected to provide additional growth momentum.
What should investors do?
Justem’s IR provided an opportunity to confirm the company’s improved fundamentals and future growth potential. Entry into promising future industries like HBM and secondary batteries suggests high growth potential. However, continuous monitoring of external factors such as global economic volatility and exchange rate fluctuations is necessary. Before making investment decisions, consulting with experts and conducting further market analysis is recommended.
Frequently Asked Questions (FAQ)
What is Justem’s main business?
Justem mainly produces environmental control systems (N₂ Purge Systems) for semiconductor manufacturing equipment. Recently, they have been actively expanding into new businesses, such as developing equipment related to HBM, displays, and secondary batteries.
How was Justem’s performance in the first half of 2025?
Justem returned to profitability in the first half of 2025, showing a trend of improving profitability. Their financial health has also been assessed as improved.
What are the key points to consider when investing in Justem?
Potential risk factors to consider when investing in Justem include global economic volatility, exchange rate fluctuations, continued high interest rates, and intensifying competition. It is important to thoroughly review relevant information before making investment decisions.
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