Korea Stock Market Insights

Tag: SK Chemical

SK Chemical Plans ₩240 Billion EB Issuance: Investment Strategy & Outlook
SK Chemical has grabbed investors’ attention with the news of a planned ₩240 billion Exchangeable Bond (EB) issuance. How will this financing move impact the company’s future? This article provides an in-depth analysis of SK Chemical’s current business, the rationale behind the EB issuance, potential positive and negative impacts, and investment strategies to consider.
1. SK Chemical’s EB Issuance: What’s Happening?
According to a report by Korea Economic Daily on September 4, 2025, SK Chemical is planning to issue ₩240 billion worth of Exchangeable Bonds (EBs) using its subsidiary stakes. While still unconfirmed, this move is expected to significantly impact SK Chemical’s business strategy.
2. Why Issue EBs?
SK Chemical is focused on securing growth momentum by investing heavily in its Green Chemicals and Life Science businesses. The funds raised through the EB issuance are expected to be utilized for expansion and R&D in these core business areas. It is also anticipated to improve the company’s financial structure and increase investment capacity.
3. Impact on Investors
- Positive Impacts: Business expansion, improved financial structure, re-evaluation of subsidiary value, increased market interest.
- Negative Impacts: Potential dilution of shareholder value, interest burden, market volatility, subsidiary stake value fluctuations.
4. SK Chemical’s Current Business Performance
SK Chemical has shown stable growth in both its Green Chemicals and Life Science businesses. The Green Chemicals business is strengthening its eco-friendly materials portfolio, while the Life Science business is focusing on expanding its vaccine and CDMO businesses. Despite a decrease in sales, the company’s H1 2025 results showed a positive turnaround with operating profit, indicating a positive trend.
5. Investment Action Plan
- Confirm Re-disclosure Details: Carefully review the terms of the EB issuance, including size, interest rates, etc.
- Monitor Subsidiary Performance and Investment Efficiency: Observe how the funds are utilized and the impact on subsidiary value.
- Watch Macroeconomic Conditions: Pay attention to external factors such as fluctuations in exchange rates, oil prices, and interest rates.
- Consider Potential Share Dilution: Factor in the potential dilution of shareholder value upon EB conversion when making investment decisions.
FAQ
What are Exchangeable Bonds (EBs)?
EBs are bonds that grant the holder the right to exchange them for shares of a company other than the issuer at maturity.
How will the EB issuance affect SK Chemical’s stock price?
In the short term, it could attract investor interest and drive up the stock price. However, in the long term, the increased number of shares from EB conversion could dilute shareholder value.
What are SK Chemical’s core businesses?
SK Chemical operates two core businesses: Green Chemicals (eco-friendly materials) and Life Science (bio/vaccines).
09/04/2025
SK Chemical Q2 2025 Earnings Analysis: Revenue Growth, but Operating Loss Continues – Investment Strategy?
SK Chemical Q2 Earnings: A Mixed Bag

SK Chemical has released its Q2 2025 earnings results. While revenue surpassed market expectations, the company continues to grapple with an operating loss. This article provides a detailed analysis of SK Chemical’s performance, exploring the underlying factors and outlining potential investment strategies.
1. SK Chemical Q2 Earnings: What Happened?

SK Chemical reported revenue of KRW 596.8 billion, an operating loss of KRW 9 billion, and net income of KRW 8.1 billion for Q2 2025. Revenue beat market expectations, but the operating loss was larger than anticipated, while net income turned positive.

2. Analyzing the Loss: Why These Results?

Green Chemicals Biz.: While revenue grew due to increasing demand for eco-friendly materials, rising raw material prices and intensified competition negatively impacted profitability.

Life Science Biz.: SK bioscience’s low vaccine production capacity utilization and continued operating losses weighed on overall performance. However, the solid performance of the Pharma business likely contributed to the positive net income.

3. Investor Action Plan: What’s Next?

While SK Chemical maintains revenue growth, improving operating profit is crucial. Investors should monitor SK bioscience’s performance, Green Chemicals Biz.’s cost management capabilities, and macroeconomic conditions when making investment decisions. The current investment recommendation is ‘Neutral’.

4. Key Points to Watch
- SK bioscience capacity utilization improvement and CDMO business growth
- Green Chemicals Biz. cost control and potential price increases
- Strategies to address exchange rate and interest rate volatility
- New business investments and R&D achievements
What was SK Chemical’s revenue for Q2 2025?

KRW 596.8 billion.

Did SK Chemical report an operating profit or loss in Q2?

An operating loss of KRW 9 billion.

What are SK Chemical’s main business segments?

Green Chemicals Biz. and Life Science Biz.

What is the current investment recommendation for SK Chemical?

Neutral.
08/13/2025
SK Discovery Interim Dividend Analysis: Investment Strategy and Future Outlook
SK Discovery Announces Interim Dividend! What Should Investors Do?

SK Discovery has announced an interim dividend. What’s the meaning behind the numbers: KRW 500 per share and a 0.8% dividend yield? If you’re curious about how this decision will impact SK Discovery’s stock price and what strategy investors should adopt, read this article to the end. From key subsidiary performance analysis to external factors and future outlook, we’ve compiled all the information you need for your investment decisions.
SK Discovery Interim Dividend Decision: What Happened?

SK Discovery declared an interim cash dividend of KRW 500 per share, with a record date of August 11, 2025. The dividend yield is 0.8%, and the payment date is August 22, 2025.

Why Does This Dividend Matter?

This interim dividend may cause a short-term drop in stock price due to the ex-dividend date effect. However, from a long-term perspective, it can be interpreted as a sign of confidence in SK Discovery’s financial soundness. However, the cash outflow due to dividend payments needs to be carefully reviewed for its impact on future investment plans.

SK Discovery Fundamental Analysis: What to Watch
- Positive Factors: SK Gas’ stable LPG business, SK Chemical’s growth in eco-friendly materials, SK bioscience’s CDMO business expansion, and SK plasma’s growth in the plasma fractionation market.
- Negative Factors: Volatility in international oil prices and exchange rates, regulatory risks, subsidiary investment risks, and declining profitability trend.
While the performance of its subsidiaries is positive, the company’s high sensitivity to external variables needs to be considered.

Action Plan for Investors

Short-term investors should consider the ex-dividend date effect, while long-term investors should focus on improvements in subsidiary performance and changes in external factors. External factors, such as international oil prices, exchange rates, interest rates, and geopolitical risks, can significantly impact SK Discovery’s stock price and require continuous monitoring.
Frequently Asked Questions

What is the interim dividend amount for SK Discovery?

KRW 500 per share.

When is the dividend payment date?

August 22, 2025.

When is the ex-dividend date?

The ex-dividend date is typically one business day before the record date. It is recommended to confirm the exact date through announcements on the Korea Exchange (KRX).

How will this dividend affect the stock price?

In the short term, the stock price might decrease due to the ex-dividend effect. In the long term, stock fluctuations will be determined by fundamentals and external factors.
07/28/2025