Korea Stock Market Insights

Tag: WiseNut

SEELAB (189330) Signs KRW 1 Billion AI GPU Appliance Supply Contract: Impact and Outlook

SEELAB (189330), a key player in the AI market, has signed a KRW 1 billion AI GPU appliance supply contract with WiseNut. Representing 11.46% of SEELAB’s 2024 revenue, this contract could significantly impact its growth trajectory. This article delves into the contract details, analyzing SEELAB’s fundamentals, market conditions, and investment implications.

1. SEELAB’s KRW 1 Billion Contract: What Happened?
On September 25, 2025, SEELAB finalized a KRW 1 billion AI GPU appliance supply contract with WiseNut. The contract period extends to May 29, 2026, spanning approximately eight months. This substantial deal, equivalent to 11.46% of SEELAB’s 2024 revenue (KRW 9.09 billion), marks a significant step in the company’s AI business expansion.

2. Why is This Contract Important? Analyzing SEELAB’s Fundamentals
This contract not only directly contributes to SEELAB’s revenue growth but also holds the potential for improved profitability. AI GPU appliances typically command higher margins compared to general IT solutions. Furthermore, the collaboration with WiseNut, a specialist in Natural Language Processing (NLP), strengthens SEELAB’s AI portfolio and opens doors for future synergies. However, considering SEELAB’s 2024 operating and net losses, sustained revenue growth and profitability remain crucial challenges.

3. What’s the Market Outlook?
The continued growth of the global AI market and increasing demand for AI GPUs create a favorable environment for SEELAB. However, high interest rates and exchange rate volatility pose investment risks. The potential for increased prices of imported GPUs and components could lead to cost pressures.

4. Action Plan for Investors
This contract is a positive signal, highlighting SEELAB’s growth potential. However, investors should carefully consider the risks, including short-term profitability uncertainty, financial health, and exchange rate fluctuations. Continuous monitoring of contract implementation, sales and profit margin trends, and overall AI market dynamics is essential for making informed investment decisions.

Frequently Asked Questions
What are SEELAB’s main businesses?
SEELAB operates in Vision AI and Digital Twin solutions.
What is the value of this contract?
KRW 1 billion.
Who is the counterparty to the contract?
WiseNut.
What does this contract mean for SEELAB?
It is expected to positively impact revenue growth, strengthen the business portfolio, and enhance SEELAB’s position in the AI market. However, further analysis is needed to determine the extent of short-term profitability improvement, while financial health and exchange rate volatility remain risk factors.

09/25/2025
WiseNut (096250) New Product Launch: A Game Changer in the AI Market? IR Analysis and Investment Strategy
WiseNut, a hot topic in the AI market, is holding an IR session ahead of its new product launch in the second half of 2025. Can this new product wash away WiseNut’s slump and provide a new growth engine? This article provides investment strategies by thoroughly analyzing WiseNut’s IR, including the potential of the new product, investment opportunities, and hidden risk factors.
1. What is WiseNut’s New Product Announcement About?

On September 17, 2025, WiseNut held a briefing on its new product scheduled for release in the second half of 2025. It was an opportunity to address market curiosity and raise expectations through new product presentations, press conferences, and Q&A sessions.

2. Why is This Event Important?

WiseNut is a company that operates AI-based B2B and B2G businesses, including AI agents, RAG, and search solutions. While its solid public sector sales and high R&D investment are considered strengths, recent declines in sales and operating losses have raised concerns among investors. This new product launch is an important test for WiseNut to escape its slump and prove its growth potential. Especially in a situation where many challenges need to be solved, such as intensifying competition and securing profitability of new businesses, the success of the new product can determine the future of WiseNut.

3. How Will the New Product Launch Impact the Market?
- Positive Impacts: The growth of the AI market, expectations for the new product, strengthening technology leadership, and IR effects can positively impact stock prices. In particular, advanced AI agents and RAG technology are likely to attract market attention.
- Negative/Potential Risk Factors: If the new product falls short of market expectations or fails to secure a competitive edge over existing products, it could put downward pressure on the stock price. Continued decline in sales and losses, as well as macroeconomic variables, could also act as negative factors.
4. What Should Investors Do?

In the short term, stock price volatility is expected to be high depending on the content of the new product announcement and the Q&A session in the conference call. In the long term, AI technology capabilities and the successful establishment of new businesses are key to stock price growth. Therefore, investment decisions should be made after carefully analyzing the market impact of the new product, the potential for sales increase and profitability improvement, and differentiation from competitors. It is also important to continuously monitor the performance of the AI agent business and the improvement trend of financial indicators.
Frequently Asked Questions (FAQ)

What is WiseNut’s core business?

WiseNut is a B2B and B2G company that provides AI agents, RAG, search solutions, and chatbots based on AI technologies such as natural language processing and machine learning.

Why is this new product announcement important?

This new product is an important opportunity for WiseNut, which has recently experienced declining sales and operating losses, to prove its growth potential and dispel market concerns.

What are the precautions for investment?

Carefully analyze the market impact of the new product, its differentiation from competitors, and its potential for sales growth and profitability improvement. Also, be aware of short-term stock price volatility.
09/16/2025
WiseNut IR Analysis: Unveiling Opportunities and Risks in the AI Boom
WiseNut: A hot topic in the AI market. Is it worth investing in?

WiseNut held its Investor Relations (IR) session on August 20, 2025. What vision did WiseNut present amidst the rapid growth of the generative AI market? This article analyzes the IR details to objectively evaluate WiseNut’s investment value. By examining both positive and negative factors, and identifying hidden opportunities and risks, we aim to assist you in developing a successful investment strategy.
1. What happened? WiseNut’s Investor Relations Session

WiseNut announced its Q2 2025 earnings and future business strategies at its IR session on August 20, 2025. Market interest was particularly focused on the generative AI and AI agent business.

2. Why is it important? AI Market Growth, Opportunities, and Risks

Positive Factors:
- In the rapidly growing AI market, especially in the generative AI sector, WiseNut aims to secure market leadership with competitive products like ‘WISE iRAG’.
- Stable sales in the public sector provide a solid foundation.
Negative Factors:
- Sales in the first half of 2025 decreased by 2.0% year-on-year, and the sluggish performance of the AI chatbot sector is a concern.
- Intensifying competition with global big tech companies is another challenge to overcome.
3. So, what should I do? Action Plan for Investors

WiseNut is seizing opportunities alongside the growth of the AI market, but risks also exist. Therefore, investors should pay attention to the following:
- Check for sales decline reversal: Overcoming the sluggishness in the chatbot sector and securing new growth engines are key.
- Monitor AI agent business performance: Carefully review specific achievements and market expansion strategies.
- Analyze the competitive landscape: Determine whether WiseNut can gain an edge over global big tech companies.
Frequently Asked Questions

What are WiseNut’s main businesses?

WiseNut specializes in AI chatbots and search solutions, offering products such as ‘WISE iRAG’ and ‘Search Formula-1 V7 Vector Edition’.

How was WiseNut’s Q2 2025 performance?

While sales decreased year-on-year, operating profit turned to black. Please refer to the IR materials for details.

What is the future outlook for WiseNut?

There is high growth potential along with the AI market growth, but overcoming intensifying competition and declining sales is a challenge. Caution is advised when investing.
08/21/2025