What Happened?: Korea Zinc’s Q2 IR Announcement

Korea Zinc announced its Q2 2025 earnings release and Investor Relations (IR) presentation on July 31, 2025.

Why It Matters: Mixed Q3 Results Raise Investor Questions

While Q3 saw increased revenue due to rising zinc, gold, and silver prices, net profit declined due to falling lead prices and weakness in some business segments. Investors are eager to understand Q2 performance and the outlook for the future, particularly regarding zinc prices and management’s strategic direction.

What’s Next?: Key IR Focus Points & Stock Forecast

  • Zinc Price: Decreasing LME inventories are positive, but the global economic slowdown could dampen demand.
  • Gold & Silver Prices: Safe-haven demand may drive prices higher, but volatility is expected.
  • Lead Price: Continued downward pressure is anticipated due to China’s economic slowdown and oversupply.
  • Macroeconomic Impact: Fluctuations in exchange rates, interest rates, and commodity prices directly affect Korea Zinc’s profitability. Pay close attention to management’s risk management strategies.

Depending on the IR outcome, the stock price could experience significant short-term volatility. Positive earnings and a favorable zinc price outlook could drive the stock higher, while negative factors could lead to a decline. Long-term, the success of the company’s investment plans will be a key driver of stock performance.

Investor Action Plan:

Carefully review the IR presentation and pay close attention to management’s Q&A to address uncertainties. Monitor market reactions and adjust your investment strategy based on new information.