1. Redcap Tour IR Event Analysis: What Was Discussed?

Redcap Tour presented its company introduction, business status, and future strategies at its IR on August 20, 2025. They emphasized the strong performance of the rental car business and plans for new business development, attracting investors’ attention. However, concerns were also raised regarding the sluggish travel business.

2. The Secret to Rental Car Business Growth: Why Is It Doing So Well?

Redcap Tour’s rental car business maintains robust growth through its long-term rental strategy and differentiated services. The strategy of stable, high-value creation focused on corporate clients has proven effective. Furthermore, their efforts to diversify their business portfolio and secure new growth engines by expanding into new businesses such as used car import/export and information services are viewed positively.

3. Positive Factors and Potential Risks: What Does the Future Hold?

  • Positive Factors: Steady growth of the rental car business, growth potential of new businesses, proactive shareholder return policy
  • Potential Risks: Sluggish travel business, high debt ratio, impact of macroeconomic variables

While the IR event has raised expectations for a re-evaluation of the company’s value, there is also the possibility of increased stock price volatility if market expectations are not met.

4. Action Plan for Investors: What Should You Do?

The investment opinion on Redcap Tour remains ‘Buy.’ However, it is crucial to carefully review the rental car business growth strategy, new business performance targets, and financial soundness strengthening measures presented at the IR before making investment decisions. It is also essential to continuously monitor the volatility of macroeconomic variables and the recovery pace of the travel business.