1. What’s Happening with the Hyundai Glovis IR?

Hyundai Glovis will host a non-deal roadshow for overseas institutional investors on July 28, 2025. The company aims to provide insights into its current performance, business status, and future outlook.

2. Why the Recent Decline in Performance?

Hyundai Glovis experienced a decline in sales, operating profit, and net income year-over-year in Q3 2025. The global economic downturn, rising raw material prices, and intensified price competition due to clients’ logistics efficiency efforts are identified as key factors. The distribution and sales sector, particularly CKD, used cars, and trading, were highly susceptible to global economic fluctuations, exchange rates, and interest rate changes. While the shipping sector benefited from the shortage of vessels, the impact of introducing LNG dual-fuel car carriers remains minimal.

3. How Will the IR Impact the Stock Price?

This IR is expected to significantly influence investor sentiment. Positive aspects, such as the presentation of growth strategies and future vision, clear explanations for the recent performance dip, strategies for strengthening financial soundness, and risk management plans, can act as catalysts for a stock price increase. Conversely, downward revisions of earnings forecasts, the emergence of unforeseen risk factors, or unmet investor expectations can lead to a stock price decline.

4. What Should Investors Do?

  • Carefully Analyze the IR Materials: Thoroughly review key financial indicators such as sales, operating profit, and net income forecasts, as well as growth strategies for each business segment and risk management plans.
  • Monitor Market Reactions: Pay close attention to stock price movements, investor responses, and media reports immediately following the IR to gauge market sentiment.
  • Check for Additional Disclosures: Continuously monitor for any further disclosures released after the IR presentation.

It is crucial for investors to carefully evaluate the feasibility of long-term growth drivers and short-term recovery strategies before making investment decisions.