1. Polar Capital Reduces Stake in Eugene Technology to 6.04%: What Happened?

On July 23, 2025, Polar Capital LLP sold 107,562 shares of Eugene Technology, reducing its stake from 7.12% to 6.04%. The official reason for the sale was ‘investment fund recovery.’

2. Divestiture Background and Investor Sentiment: Why Did They Sell?

Polar Capital’s stake sale is interpreted as a simple return of investment funds rather than a deterioration of the company’s fundamentals. However, the market may be uneasy about the large sell-off, which could lead to short-term downward pressure on the stock price.

3. Eugene Technology Q1 2025 Earnings Analysis: Opportunity Amidst Crisis?

Despite the semiconductor industry downturn, Eugene Technology recorded solid operating profit in Q1 2025. Revenue of KRW 83.1 billion decreased year-over-year, but it was better than market expectations. In particular, the success of the high-value-added product sales strategy achieved an operating profit of KRW 9.2 billion, and the increase in order backlog raises expectations for future performance improvement.

4. Action Plan for Investors: Should You Invest in Eugene Technology Now?

  • Short-term investors: Be aware of the short-term stock price volatility due to Polar Capital’s stake sale. Careful investment decisions are needed while monitoring market conditions.
  • Long-term investors: Pay attention to Eugene Technology’s solid fundamentals and growth potential. You can consider investing from a long-term perspective without being swayed by short-term stock price fluctuations.

It is important to make investment decisions by referring to additional information such as fluctuations in external environmental factors (exchange rates, raw material prices, interest rates), competitor analysis, and future order forecasts.