Koh Young’s August 2025 IR: What to Expect

On August 7th, Koh Young will host a Non-Deal Roadshow (NDR) for domestic securities firms, presenting Q1 2025 earnings and recent business updates, followed by a Q&A session. Investors are particularly interested in the advancements of the KSMART platform and the global expansion strategy for medical robots following FDA 510(k) clearance.

How Will the IR Impact the Stock Price?

The stock price may be positively or negatively impacted depending on the information presented at the IR.

  • Positive Factors: A positive outlook for earnings improvement from Q2 onwards, enhanced competitiveness of the KSMART platform, and potential success in entering the US market for medical robots could boost investor sentiment.
  • Negative Factors: Disclosure of unexpected negative business developments, failure to meet market expectations, and concerns about the negative impact of the global economic slowdown and fluctuations in exchange rates/interest rates could lead to a decline in the stock price.

What Actions Should Investors Take?

Investors should carefully review the IR information and make investment decisions considering various factors, including competitor trends, raw material price fluctuations, and the global economic outlook. It is also important to monitor market reactions and expert analysis after the IR. Specifically, they should check for concrete performance indicators related to US market entry (KOL acquisition, SAB establishment, etc.) and establish a long-term investment strategy.