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Tag: Superconducting Wire

  • Green Resources Signs ₩2 Billion Palm Mixture Supply Contract: Investment Opportunity?



    Green Resources Signs ₩2 Billion Palm Mixture Supply Contract: Investment Opportunity? 대표 차트 이미지






    What Happened?

    Green Resources signed a ₩2 billion short-term (3-month) supply contract with Miracle Energy on September 10, 2025, for palm mixture. This represents a significant 10.93% of Green Resources’ recent quarterly revenue.

    Why Does This Matter?

    This contract is positive for potential short-term revenue growth. However, its short duration and focus on a specific product (palm mixture) raise questions about its long-term impact. The apparent lack of connection to Green Resources’ core businesses (semiconductor coating materials and superconducting wire equipment) is also a consideration.

    What’s Next?

    • Revenue and Profitability: Short-term revenue increase is expected, but sustainability is uncertain. Profitability depends on the contract’s margin.
    • Financial Structure: ₩2 billion in revenue is positive, but insufficient to resolve existing financial challenges.
    • Business Expansion: Palm mixture could be a new growth driver, but more information is needed.
    • Market Environment: The competitive landscape and growth potential of the palm mixture market are unclear.
    • Stock Price Impact: A significant short-term surge is unlikely; existing business performance and financial health improvements are key.

    What Should Investors Do?

    • Monitor Contract Implementation and Performance: Track actual delivery rates, profitability, etc.
    • Assess Business Diversification: Determine the sustainability of the palm mixture venture and its synergy with existing businesses.
    • Focus on Existing Business Performance and Financial Health: Monitor performance in semiconductor coatings and superconducting wire equipment, and improvements in financial structure.


    Frequently Asked Questions (FAQ)

    Will this contract positively impact Green Resources’ stock price?

    While it could provide a short-term positive momentum, given the contract size and duration, a significant price surge is unlikely. Existing business performance and financial health improvements are expected to have a greater impact.

    Can the palm mixture business become a new growth driver for Green Resources?

    More information is needed regarding how the palm mixture business fits into Green Resources’ future growth strategy, or whether it’s a one-off deal. Currently, it’s difficult to assess its sustainability and synergy with existing businesses.

    What should investors pay attention to?

    Investors should monitor contract implementation, the sustainability of the palm mixture business, and improvements in existing business performance and financial health.









    Green Resources Signs ₩2 Billion Palm Mixture Supply Contract: Investment Opportunity? 관련 이미지
    Green Resources Signs ₩2 Billion Palm Mixture Supply Contract: Investment Opportunity? 관련 이미지




  • Green Resources Q2 Earnings Surprise: Back to Black, But Tread Carefully

    1. Green Resources Q2 Performance: What Happened?

    Green Resources announced impressive preliminary results for Q2 2025, reporting KRW 45.7 billion in revenue, KRW 1.9 billion in operating profit, and KRW 4.3 billion in net income. This represents a more than doubling of revenue and a significant shift from an operating loss in the previous quarter.

    2. Behind the Surprise: Why Did This Happen?

    The primary driver of this impressive performance is the surge in merchandise sales (rare earth elements, etc.). Continuing the trend from Q1, strong merchandise sales fueled the company’s top-line growth. However, the increasing reliance on this segment raises concerns about vulnerability to external factors like commodity price fluctuations.

    • Positive Factors: Continued strong merchandise sales, return to operating profitability.
    • Negative Factors: Increasing reliance on merchandise sales, slowdown in core business (coating segment).

    3. Impact on Investors: What Does This Mean for You?

    While the Q2 results appear positive, there are several crucial investment considerations. Heavy reliance on merchandise sales increases revenue volatility, and strengthening the core business and diversifying revenue streams are urgent priorities. Furthermore, the significant deviation from past performance raises questions about the reliability of future earnings forecasts.

    4. Investment Action Plan: What Should You Do?

    A “watchful waiting” approach is recommended. In the short term, monitor merchandise sales growth and profitability. In the medium to long term, assess the potential for sustainable growth through the recovery of the core business and diversification efforts. Careful review of the detailed Q2 earnings release and analysis of the impact of subsidiary acquisitions and financial health are crucial.

    Green Resources Investment FAQs

    What are Green Resources’ main businesses?

    Green Resources’ primary businesses are merchandise sales (including rare earth elements) and coated product sales. They are also planning to enter the superconducting wire business.

    What drove the strong Q2 performance?

    The surge in merchandise sales was the main driver. However, the increasing reliance on this segment could pose risks in the future.

    What are the key considerations for investing in Green Resources?

    Investors should carefully consider the company’s reliance on merchandise sales, uncertainties surrounding its core business, deviation from past performance, and financial health.