1. What Happened?

On August 13, 2025, Chamjoeun Travel announced its Q2 2025 preliminary earnings, reporting revenue of 19.2 billion KRW, operating profit of 2.3 billion KRW, and net income of 2.5 billion KRW, exceeding market forecasts. Both revenue and profit showed improvement compared to Q1 2025.

2. Why These Results?

The explosive growth in travel demand post-pandemic significantly boosted Chamjoeun Travel’s core business, travel agency revenue. Furthermore, improved cost management led to enhanced profitability. The company also strengthened its financial position by reducing its debt-to-equity ratio.

  • Positive Factors:
  • – Travel Demand Recovery
  • – Increased Travel Agency Revenue
  • – Improved Cost Management
  • – Reduced Debt-to-Equity Ratio
  • Potential Risks:
  • – Rising Exchange Rates and Oil Prices
  • – Increasing Transportation Costs
  • – Sluggish Performance of New Business (Chamjoeun Market)

3. What’s Next?

Several factors will likely determine Chamjoeun Travel’s future stock price and performance. The sustainability of the travel recovery, the company’s ability to manage macroeconomic variables like exchange rates and oil prices, and its strategic response to the underperforming new business will be key factors to watch.

4. What Should Investors Do?

Investors should consider the following:

  • – Monitor the sustainability of travel demand recovery.
  • – Assess the company’s ability to manage exchange rate and oil price fluctuations.
  • – Evaluate the sustainability of cost efficiencies.
  • – Analyze the new business strategy and improvement plans.