1. LS Stake Change: What Happened?

According to the report released on August 8, 2025, Chairman Koo Ja-yeol’s stake in LS slightly decreased from 32.11% to 32.10%. This is a result of Koo Bon-hyuk selling 4,000 shares and INVENI purchasing 1,000 shares.

2. Why the Stake Change?

The change in Chairman Koo’s stake is minimal and not significant enough to affect management control. It is presumed to be due to internal asset management or contract modifications. Koo Bon-hyuk’s sale is likely for personal financial management purposes. INVENI’s purchase is too small to warrant any significant interpretation.

3. Impact on Stock Price

This stake change is unlikely to significantly impact LS’s stock price in the short term. The current stake is sufficient to defend management control, and there’s no change in the company’s fundamentals. LS’s solid Q1 earnings and investments in future growth drivers are expected to have a greater influence on the stock price. However, macroeconomic factors such as a global economic slowdown and raw material price volatility can affect the stock price.

4. Investor Action Plan

  • Short-term Investors: It is recommended to observe the market situation and monitor the trend rather than focusing on short-term stock fluctuations.
  • Long-term Investors: It is advisable to make investment decisions based on LS’s business outlook and fundamentals. Consider long-term investment while monitoring growth drivers such as renewable energy and the expansion of the electric vehicle market.