Korea Stock Market Insights

Tag: Management Dispute

Shareholder Activism at YOM(066430): Impact on Corporate Value?
On September 5, 2025, a revised business report from YOM (066430) revealed active shareholder activism by minority shareholders. This goes beyond a simple report revision and suggests the possibility of a management dispute. This article analyzes the background and key details of the shareholder activism at YOM, forecasts its impact on corporate fundamentals and stock price, and provides an action plan for investors.
What Happened?: Shareholder Activism Erupts at YOM
A group of minority shareholders, led by Yoo ○○ and 35 others, are seeking greater management participation through requests for access to board minutes, shareholder proposals, and calls for an extraordinary general meeting. Key proposals include the dismissal of the chairman, appointment of an interim chairman, amendment of the articles of incorporation (number of directors and auditors), and appointment of several new directors and auditors. This can be interpreted as a move to check the existing management and enhance management transparency.
Why?: Connecting Fundamentals and Activism
YOM recorded a 621.59% year-on-year increase in operating profit to KRW 9.346 billion in 2024, but posted a net loss due to valuation losses on financial assets. The debt-to-equity ratio improved significantly to 20.8%, and the current ratio remains healthy at 236.4%. Despite these positive fundamental improvements, minority shareholders seem to be questioning the management’s strategic direction, leading to more assertive shareholder activism.
What’s Next?: Analyzing Short-Term and Long-Term Impacts
- Short-Term Impact: Potential for increased stock price volatility due to concerns over shareholder conflict and management disputes. The magnitude of the impact will depend on market interpretation.
- Long-Term Impact: Potential for enhanced management transparency, improved decision-making efficiency, and strengthened shareholder-friendly policies. If the shareholder proposals are approved, changes in management and business strategy are anticipated, significantly impacting the company’s mid- to long-term growth.
What Should Investors Do?: Action Plan
- Monitor Shareholder Meeting Outcomes: The approval or rejection of shareholder proposals will determine the company’s future direction.
- Observe Management Response: Evaluate management’s efforts to communicate and resolve conflicts with minority shareholders.
- Monitor Business Competitiveness: Observe the company’s response to changes in the external environment and its efforts to develop new businesses.
Frequently Asked Questions (FAQ)
What is the core of the shareholder activism at YOM?
Minority shareholders are actively exercising their shareholder rights, demanding changes in management and amendments to the articles of incorporation.
How will this activism affect YOM’s stock price?
In the short term, increased uncertainty may lead to higher stock price volatility. In the long term, it could lead to improved management transparency and increased shareholder value.
What should investors pay attention to?
Investors should closely monitor the outcome of the shareholder meeting, management’s response, and any subsequent changes in business strategy.
09/05/2025
Kolmar Holdings’ Injunction Dismissal: Impact on Investment Strategy
On September 5, 2025, the Seoul District Court dismissed an injunction that could have sparked a management dispute at Kolmar Holdings. How will this ruling affect the investment value of Kolmar Holdings? This post analyzes the implications of the ruling and offers insights for your investment strategy.
What Happened?
The Seoul District Court dismissed the injunction filed by Yoon Dong-han and Yoon Yeo-won (2025카합21270) on September 5, 2025. The plaintiffs are responsible for the legal costs.
Why Does It Matter?
The dismissal of the injunction goes beyond a simple legal outcome; it signifies the securing of management stability for Kolmar Holdings. With the uncertainty surrounding a potential management dispute resolved, the company can focus on its core business and pursue long-term growth strategies. The reduction in legal costs is also positive for its financial health.
What’s Next?
This ruling is expected to positively influence investor sentiment towards Kolmar Holdings. Resolving management uncertainty can enhance investor confidence and contribute to increasing the company’s value. It is also interpreted as a positive sign in terms of ESG management and corporate governance transparency, which are increasingly emphasized these days.
What Should Investors Do?
- Neutral Investment Outlook: Considering both positive and risk factors, the current investment outlook is neutral.
- Points to Watch:
Disclaimer: This report is not investment advice, and investment decisions are the sole responsibility of the investor.
Frequently Asked Questions
Will the dismissal of the injunction positively affect Kolmar Holdings’ stock price?
It is likely to have a positive impact in the short term as the resolution of the management dispute uncertainty may improve investor sentiment. However, long-term stock price trends will depend on the company’s earnings and market conditions.
What is the outlook for Kolmar Holdings?
Improved performance of subsidiaries and stabilization of corporate governance are positive factors. However, macroeconomic uncertainties remain a risk. Therefore, the future outlook is expected to depend on the interplay between positive and negative factors.
What should investors pay attention to?
Investors should continuously monitor changes in macroeconomic indicators, the performance of subsidiaries, and management’s business strategies. Investment decisions should be made at the investor’s own discretion and responsibility.
09/05/2025
CCS (066790) Injunction Dismissal: A Positive Sign? Key Analysis for Investors!
Did you hear about the dismissal of the injunction against CCS (066790)? Is this a positive sign or the calm before the storm? This article provides clear guidance for investors by analyzing the implications of the dismissal, the current state of CCS, and the key information investors need to know.
What Happened with CCS?

On September 5, 2025, CCS announced that the court dismissed the injunction application filed against it (2025카합586). While this may appear as a resolution in the management dispute, an appeal has been filed, so it’s too early to be relieved.

Why is the Dismissal Important?

In the short term, the dismissal is positive as it reduces uncertainty surrounding the management dispute. However, CCS is still designated as a managed stock and trading remains suspended, with weak fundamentals. Therefore, it’s difficult to conclude that this dismissal alone solves CCS’s fundamental problems.

What’s Next for CCS?
- Ongoing Management Dispute: With the appeal filed, the management dispute is still ongoing.
- Deteriorating Fundamentals: Poor operating performance and weakened financial health pose serious fundamental problems.
- Delisting Risk: If the reasons for management designation are not resolved, CCS faces the risk of delisting.
What Should Investors Do?

Investors should not be swayed by short-term news and should carefully consider their investment decisions by closely monitoring CCS’s fundamental improvements, delisting possibility, and the final outcome of the management dispute. Hasty investments can lead to significant losses.
FAQ

Will the dismissal of the injunction positively impact CCS’s stock price?

It may have a positive impact in the short term, but it’s unlikely to lead to a sustained rise as CCS’s fundamental problems remain unresolved.

Is there a possibility of CCS being delisted?

If the reasons for management designation are not resolved, there is a possibility of delisting. Investors should proceed with caution.

Is it advisable to invest in CCS?

Currently, investing in CCS carries a very high risk. Careful investment decisions are crucial.
09/05/2025
Kolmar BNH Shareholder Registry Inspection Ruling: Implications for Management Disputes and Investment Strategies
The September 3, 2025 ruling on the ‘injunction for inspection and copying of the shareholder registry’ regarding Kolmar BNH has caught the attention of investors. This ruling raises the possibility of Kolmar Holdings’ involvement in management and creates uncertainty about Kolmar BNH’s future. This analysis delves into the background and implications of this event, providing investors with actionable insights based on Kolmar BNH’s fundamentals and the market environment.
1. What Happened? Kolmar BNH Shareholder Registry Inspection Ruling
The court granted Kolmar Holdings’ request for an injunction to inspect and copy Kolmar BNH’s shareholder registry. This allows Kolmar Holdings access to shareholder information, which can be used for voting at shareholder meetings, participation in management, and other actions.
2. Why Does it Matter? Potential Management Disputes and Investment Implications
This ruling increases the likelihood of a management dispute between Kolmar Holdings and the existing management team. Such disputes can lead to increased management uncertainty, stock price volatility, and changes in business strategy. While the short-term impact on stock price may be negative, there’s potential for positive long-term changes that enhance shareholder value.
3. Kolmar BNH Fundamentals and Market Environment Analysis
Kolmar BNH maintains stable performance in the health functional food and cosmetics ODM/OEM business and continues its efforts to secure new growth engines. However, declining average selling prices and decreased R&D spending require attention regarding profitability and future growth.
4. What Should Investors Do? Kolmar BNH Investment Strategy
- Short-term Investors: Exercise caution due to potential stock price volatility and adopt a prudent investment strategy.
- Long-term Investors: Closely monitor the management dispute and the company’s response, exploring long-term investment opportunities.
- All Investors: Stay informed by referring to company disclosures, news, and market analysis, incorporating this information into investment decisions.
Frequently Asked Questions (FAQ)
What is an injunction for inspection and copying of the shareholder registry?
It’s a court order granting a specific shareholder the right to inspect and copy a company’s shareholder registry.
How will this ruling affect Kolmar BNH’s stock price?
In the short term, increased uncertainty may lead to stock price volatility. However, it could lead to improved corporate governance and enhanced shareholder value in the long run.
What is the outlook for Kolmar BNH?
While the company has a solid business foundation and growth potential, the future outlook depends on the progression of the management dispute and the company’s response.
09/03/2025
Daeyang Metal Divests Youngpoong Paper Stake: A Turnaround Signal?
Daeyang Metal has taken steps to improve its financial structure by selling a portion of its stake in Youngpoong Paper. What does this decision mean for Daeyang Metal, which recently achieved a turnaround with a return to profitability? This article analyzes the background and impact of the stake sale and highlights key points for investors to consider. Find out now!
Daeyang Metal Divests Youngpoong Paper Stake: What Happened?
On September 3, 2025, Daeyang Metal announced its decision to sell a portion of its stake in Youngpoong Paper for 9.7 billion won. The purpose of the divestiture is to improve the company’s financial structure and operating profit. This sale will reduce Daeyang Metal’s stake in Youngpoong Paper to 6.97%.
Background and Positive Impact Analysis: Why the Divestment?
Although Daeyang Metal returned to profitability in the first half of 2025, it still needs to strengthen its financial health. The 9.7 billion won secured through this stake sale, which represents 10.57% of the company’s capital, is expected to significantly contribute to securing liquidity and reducing debt ratios. This, coupled with recent positive factors such as the recovery in demand for stainless cold-rolled steel sheets in overseas markets and the first production of CPL products, could further raise expectations for a turnaround.
Investment Strategy and Risk Management: What Should Investors Do?
This stake sale is likely to have a positive impact on the stock price in the short term. However, investors should consider the following:
- Confirm actual financial improvement effects: Verify whether the capital inflow actually leads to improvements in financial soundness and profitability.
- Management dispute risk: Monitor the outcome of the ongoing lawsuit related to the management dispute.
- External environment variables: Consider external factors such as volatility in raw material prices, exchange rate fluctuations, and the possibility of a global economic downturn.
Conclusion: Long-Term Growth Potential?
While this stake sale is a positive sign, Daeyang Metal’s long-term growth depends on its ability to respond to changes in the external environment and strengthen its internal business competitiveness. Investors should not focus solely on short-term stock price fluctuations but should coldly analyze the company’s fundamentals and growth potential.
Frequently Asked Questions (FAQ)
What is Daeyang Metal’s main business?
Daeyang Metal’s primary business is the manufacture and sale of stainless cold-rolled steel sheets. A significant portion of its sales are to domestic appliance manufacturers.
What will Daeyang Metal’s financial status be after the sale of the Youngpoong Paper stake?
The sale is expected to reduce debt ratios and secure liquidity, but the actual financial improvement effects need to be continuously monitored.
What are the key considerations for investing in Daeyang Metal?
Investors should consider risk factors such as raw material price volatility, a potential global economic downturn, and the ongoing management dispute. It’s crucial to verify the actual financial improvements and analyze the company’s long-term growth potential.
09/03/2025
CCS (066790) Lawsuit Withdrawal: Calm Before the Storm? Investor Alert!
Are you following the news of CCS (066790)’s lawsuit withdrawal? While this withdrawal might seem positive in the short term, it doesn’t resolve the fundamental problems facing CCS. It could be the calm before the storm. This article provides a cold, hard look at CCS’s current situation and highlights crucial points for investors to consider.
What Happened? The Story Behind CCS’s Lawsuit Withdrawal
On September 3, 2025, CCS announced that the plaintiff in the ‘indirect coercion application (2025타기1054)’ case had fully withdrawn the lawsuit. This case, which was being heard at the Chungju Branch of the Cheongju District Court, was withdrawn at the request of the creditor.
Why Does the Withdrawal Matter?
The withdrawal could be interpreted as a positive sign, reducing some uncertainty surrounding CCS. However, the fundamental issues plaguing CCS—management disputes, violation of broadcasting laws, dishonest disclosures, and delisting risks—remain unresolved. Therefore, it’s unlikely that this withdrawal alone will improve CCS’s fundamentals.
What’s Next for CCS?
CCS’s future stock price hinges on resolving the management dispute, addressing the delisting issue, recovering competitiveness in its core business, and improving profitability. As of the 2025 semi-annual report, CCS’s fundamentals are highly unstable. Negative factors such as declining sales, widening operating losses, and financial risks are piling up. Worsening macroeconomic indicators could also negatively impact CCS.
Investor Action Plan
- Careful Investment Consideration: Investing in CCS requires extreme caution. Don’t be fooled by short-term stock fluctuations; thoroughly analyze the company’s fundamentals from a long-term perspective.
- Thorough Risk Management: Always be mindful of potential losses when investing, and only invest what you can afford to lose. Strategies like diversified investment are essential to minimize risk.
- Continuous Information Gathering: Continuously monitor CCS-related disclosures, news, and analysis reports to gather the information necessary for investment decisions.
FAQ
Is CCS’s lawsuit withdrawal positive for the stock price?
It might have a positive impact in the short term, but the long-term stock price depends on whether CCS’s fundamentals improve.
Is there a possibility of CCS being delisted?
The risk of delisting still exists due to accumulated dishonest disclosures. Investors should be aware of this risk.
Should I invest in CCS?
CCS currently carries very high risk. Investment decisions should be made with extreme caution.
09/03/2025
VenueG Facing Management Dispute: What Investors Need to Know
VenueG: Crisis or Opportunity Amidst Management Dispute?

Minority shareholders have thrown down the gauntlet, challenging VenueG’s management! This lawsuit, requesting a temporary shareholders’ meeting, could significantly impact VenueG’s future. This blog post analyzes the core issues of the dispute and provides essential information for investors to navigate this uncertain landscape and make informed investment decisions.
What Happened?

Minority shareholders (Bae Jin-han and two other companies) requested a temporary shareholders’ meeting, but VenueG refused, leading to the shareholders filing a lawsuit with the court. The shareholders propose motions including the dismissal of current directors and auditors, and the appointment of new auditors.

Why Did This Happen?

The minority shareholders are expressing dissatisfaction with the current management and are demanding improvements in corporate governance and shareholder value. Their previous requests for increased dividends and share buybacks suggest this lawsuit is not merely a dispute but a concerted effort to gain management control. VenueG is currently restructuring its business, including closing its unprofitable Ilsan department store, but faces financial challenges such as net loss and high debt ratio. In this context, the minority shareholders appear to be seeking management changes to improve the company’s fundamentals.

What’s Next?

This lawsuit could be a critical turning point for VenueG’s future. The court’s decision on the meeting request and the outcome of the shareholder’s meeting could lead to substantial changes in corporate governance.
- Positive Scenario: Improved corporate governance and enhanced transparency could lead to increased corporate value.
- Negative Scenario: Prolonged disputes and management uncertainty could negatively impact corporate value.
What Should Investors Do?

Investors should closely monitor the situation, considering the court’s decision, the shareholder meeting results, and any management changes when adjusting their investment strategies. It’s crucial to carefully analyze the arguments of both sides and reassess the investment value of VenueG.
Frequently Asked Questions

How will this lawsuit affect VenueG’s stock price?

In the short term, increased stock volatility is likely. The long-term impact depends on the lawsuit’s outcome and subsequent changes in corporate governance.

Why did the minority shareholders file the lawsuit?

They appear to be aiming to improve management efficiency and enhance shareholder value by changing the management team. They have previously voiced concerns about various management decisions, including dividend payouts and share buybacks.

What is the outlook for VenueG?

The outlook for VenueG is highly dependent on the outcome of the lawsuit, any resulting management changes, and the company’s efforts to improve its financial health.
09/01/2025
Infinitt Healthcare: Potential Management Dispute? Analyzing the Impact of Shareholder Registry Inspection Request
Infinitt Healthcare: Facing a Management Dispute?

On September 1, 2025, news of a shareholder request for inspection of Infinitt Healthcare’s shareholder registry surfaced, raising concerns about a potential management dispute. This casts a shadow over the company’s positive business outlook amidst the growing healthcare market. What should investors do? This article provides a detailed analysis of the situation, from the overview of the event to future prospects and investment strategies.
What Happened?

Several shareholders filed a request with the court for inspection and copying of the shareholder registry. While the company stated its willingness to provide the registry, it argued that the request for a preliminary injunction, bypassing standard procedures, was unnecessary.

Why Did This Happen?

The request for registry inspection can be interpreted as a precursor to a management dispute. Shareholders are likely attempting to secure the registry as a preparatory step for participating in management. Recent performance issues (net loss of ₩73 million) and issues such as amendments to the articles of incorporation may have fueled shareholder discontent.

What’s Next?

In the short term, increased stock volatility and a decline in investor sentiment are expected. In the long term, there are potential positives such as improved corporate governance and increased management transparency. However, if the dispute is prolonged, there are concerns about a decline in focus on core business and increased costs.
- Positive Aspects: Enhanced corporate governance transparency, protection of shareholder rights
- Negative Aspects: Increased management uncertainty, downward pressure on stock price, increased litigation costs
What Should Investors Do?

Investors should proceed with caution. Closely monitor the company’s disclosures and developments, and make investment decisions from a long-term perspective, unfazed by short-term stock fluctuations. While considering Infinitt Healthcare’s core business competitiveness and the growth potential of the healthcare market, it is crucial to adjust investment strategies based on the outcome of the management dispute.
Frequently Asked Questions

What is a request for inspection of the shareholder registry?

The shareholder registry is a document that records the status of a company’s shareholder composition. Shareholders can request to inspect and copy the registry for purposes such as participating in management.

What is a management dispute?

A management dispute refers to a conflict that arises between shareholders over the control of a company. Shareholders may attempt to replace management through the exercise of voting rights at the general meeting of shareholders.

What is the investment outlook for Infinitt Healthcare?

While the growth potential of the healthcare market is high, uncertainty exists due to the management dispute. Investors should carefully monitor the situation before making investment decisions.
09/01/2025
Korea Zinc’s $1.8B Share Buyback: Impact on Stock Price and Investment Strategy
Korea Zinc Announces $1.8B Buyback: Is it a Buying Opportunity?

Korea Zinc has made a bold move with a $1.8 billion share buyback program. What does this massive buyback, representing over 11% of its market cap, mean for investors? This article analyzes the background of the buyback, its potential impact on the stock price, and provides an action plan for investors.
1. What Happened?

Korea Zinc will repurchase and retire approximately KRW 1.8156 trillion worth of its own shares by the end of 2025. This represents a significant portion, about 11.28%, of its outstanding shares.

2. Why the Buyback?

Share buybacks are a common way to return value to shareholders. Reducing the number of outstanding shares increases earnings per share (EPS) and book value per share (BPS), potentially driving up the stock price. It’s also interpreted as a strategic move to consolidate friendly stakes amidst the ongoing management dispute.

3. So, What Happens to the Stock Price?
- Short-Term Impact: The announcement can boost investor sentiment and lead to a short-term price increase. However, the substantial $1.8 billion outflow could pose a short-term financial burden.
- Long-Term Impact: The long-term stock performance depends on the company’s fundamentals, growth potential of new businesses, and the outcome of the management dispute.
4. What Should Investors Do?
- Short-Term Investors: Capitalize on the potential short-term momentum, but carefully consider when to take profits.
- Long-Term Investors: Closely monitor the management dispute, new business performance, and any further shareholder return policies, adjusting investment strategies accordingly. Consider the potential for weakened financial health.
What is a share buyback?

A share buyback is when a company repurchases its own shares from the market and retires them. This reduces the number of outstanding shares, increasing the value of each remaining share, which is generally beneficial for shareholders.

How will Korea Zinc’s buyback affect its stock price?

While it can be a positive catalyst in the short term, the long-term impact will depend on the company’s fundamentals, new business growth, and the resolution of the management dispute.

What should investors be cautious about?

Investors should carefully consider the potential financial burden from the large cash outflow and the ongoing management dispute. The macroeconomic environment and volatility in the base metals market should also be monitored.
08/29/2025
Manho Steel’s Director Remuneration Ruling: What Investors Need to Know
Manho Steel’s director remuneration approval has been overturned by the court. What does this mean for investors? This article analyzes the key information investors need to know, from short-term stock fluctuations to long-term investment strategies, and provides an action plan to help guide future investment decisions.
What Happened at Manho Steel?

A Busan court overturned Manho Steel’s approval of a 7 billion KRW limit on director remuneration, a decision made at the shareholders’ meeting on September 30, 2024. This ruling came as a result of a lawsuit filed by Tres Co., Ltd., with other claims being dismissed.

Why Did the Court Make This Decision?

Manho Steel’s financial situation has deteriorated recently, with declining sales and operating losses. The company also has a history of management disputes and qualified audit opinions, contributing to low market expectations. Against this backdrop, the excessive director remuneration limit sparked shareholder backlash, ultimately leading to the court’s decision.

How Does This Ruling Impact Investors?

Short-Term Impact
- – Potential stock price decline due to increased management uncertainty
- – Possibility of strained shareholder relationships and further disputes
- – Increased stock volatility and weakened investor sentiment
Long-Term Impact
- – Pressure to improve corporate governance and transparency in decision-making
- – Incentive for the company to focus on enhancing business competitiveness and improving performance
- – Review and revision of the director remuneration structure based on reasonable and objective criteria
What Should Investors Do?
- Proceed with Caution: Consider investments from a long-term perspective, taking into account the company’s financial condition and management environment.
- Monitor Further Disclosures and Management Response: Pay close attention to the company’s response and the direction of management decisions.
- Continuously Observe Macroeconomic and Industry Trends: Factor in macroeconomic indicators such as interest rates, exchange rates, and oil prices, as well as industry trends, when making investment decisions.
Frequently Asked Questions

What is the impact of this ruling on Manho Steel’s stock price?

In the short term, there is a possibility of a stock price decline due to increased management uncertainty. In the long term, stock price fluctuations will depend on the company’s efforts to improve corporate governance and financial performance.

Should I invest in Manho Steel?

Investment decisions should be made cautiously, considering the current financial condition and management environment. It is crucial to monitor the company’s response and the direction of management decisions, as well as macroeconomic and industry trends.

What is the outlook for Manho Steel?

A positive outlook is possible if the company demonstrates tangible efforts towards normalization of management and improvement in financial performance. However, the current situation remains uncertain, warranting caution in investment decisions.
08/28/2025