Tag: S&D

  • Tiger Asset Management Acquires 5% Stake in S&D (260970): Investment Signal Analysis and Future Outlook


    Tiger Asset Management Acquires 5% Stake in S&D (260970): Investment Signal Analysis and Future Outlook 대표 차트 이미지



    Tiger Asset Management Acquires 5% Stake in S&D: What Happened?

    On September 24, 2025, Tiger Asset Management announced that its stake in S&D had reached 5.08%. This is for simple investment purposes, up from the previous 4.78%.

    Why is S&D Attracting Attention?

    • Solid Performance: S&D’s sales and operating profit in the first half of 2025 grew significantly year-on-year. The growth of the general functional food ingredient sector is particularly notable.
    • Strong Technology: S&D has secured technological competitiveness with ISO22000 certification, individual recognition acquisition, and 31 patents.
    • Shareholder-Friendly Policies: S&D continues its efforts to enhance shareholder value, including share buybacks.
    • Securing Future Growth Engines: In addition to health functional food ingredients, S&D is pursuing business diversification through research and development of natural ingredients for household goods and cosmetics, and related articles of incorporation changes.
    • Sound Financial Structure: S&D maintains a healthy financial position with increased assets and capital, and a positive operating cash flow.

    Action Plan for Investors

    • Monitor Tiger Asset Management’s further stake changes: Investors should monitor future stake change trends to gauge market sentiment.
    • Check H2 earnings forecast: Confirm whether the strong performance in the first half of the year will continue in the second half, and the visibility of new business plans.
    • Monitor macroeconomic indicators: Pay attention to changes in the macroeconomic environment, such as exchange rates, interest rates, and raw material prices.

    Conclusion: A Cautious Investment Approach is Necessary

    While Tiger Asset Management’s stake acquisition can be interpreted as a positive signal, careful investment decisions are needed, considering both market conditions and internal corporate factors.



    Frequently Asked Questions

    What is the purpose of Tiger Asset Management’s investment?

    It is for simple investment purposes. They expect capital gains through stock price increases rather than management participation.

    What is S&D’s main business?

    S&D specializes in food additives and health functional food ingredients. Recently, they have been focusing on R&D of natural ingredients for household goods and cosmetics for business diversification.

    What should I be aware of when investing in S&D?

    It is necessary to consider various factors including fluctuations in macroeconomic indicators, future stake changes by Tiger Asset Management, and S&D’s second-half earnings outlook.



    Tiger Asset Management Acquires 5% Stake in S&D (260970): Investment Signal Analysis and Future Outlook 관련 이미지


  • S&D Stock Forecast: Tiger Asset Management’s ₩10B Investment, a Bullish Signal?

    Tiger Asset Management Acquires 5.88% Stake in S&D

    Tiger Asset Management recently purchased 31,200 shares of S&D, approximately ₩10 billion, increasing its stake from 0% to 5.88%. The official purpose of the acquisition is ‘simple investment’.

    Why Did Tiger Asset Management Invest ₩10 Billion in S&D?

    Despite a decline in sales, S&D showed improved operating profit margins in Q1 2025 due to increased selling prices and cost reduction efforts. Maintaining a good credit rating of A and A+ is also a positive factor. This can be interpreted as a sign of a turnaround in sluggish performance and likely influenced Tiger Asset Management’s investment decision.

    How Will This Investment Affect the Stock Price?

    • Potential Stock Price Increase: A large purchase by a major investment firm sends a positive signal to the market and can drive stock price appreciation.
    • Improved Investor Sentiment: The investment could improve investor sentiment and attract further buying interest.

    What Should Investors Be Aware Of?

    • Simple Investment: Keep in mind that Tiger Asset Management could sell its stake at any time.
    • Macroeconomic Risks: Volatility in macroeconomic variables like raw material prices, exchange rates, and interest rates can impact S&D’s performance.
    • Intensifying Competition: Increased competition in the food industry could negatively affect S&D’s market share and profitability.

    Investor Action Plan

    If considering investing in S&D, carefully examine Tiger Asset Management’s investment strategy, S&D’s future earnings outlook, hedging strategies against raw material price fluctuations, overseas market entry plans, and new business plans.

    Frequently Asked Questions

    What is the size of Tiger Asset Management’s investment in S&D?

    Approximately ₩10 billion. They acquired 31,200 shares, representing a 5.88% stake.

    How did S&D perform in Q1 2025?

    While sales decreased, operating profit margins improved due to price increases and cost reductions.

    What are the key risks to consider when investing in S&D?

    Investors should be aware of Tiger Asset Management’s ‘simple investment’ objective, macroeconomic uncertainties, and the potential for increased competition.