1. S-1’s IR: What was discussed?
S-1 presented its first-half 2025 business performance and future strategies. Key topics included performance analysis of the security and infrastructure divisions, the impact of market conditions and macroeconomic indicators, and strategies for securing future growth engines.
2. Why is this important?
Facing sluggish first-half earnings and intensifying competition, S-1 needs to restore investor confidence and demonstrate future growth potential through this IR. A successful IR can lead to improved investor sentiment, attract new investments, and enhance corporate value.
3. S-1’s Current Status and Future Strategies:
- H1 2025 Performance Analysis: Both security and infrastructure divisions experienced declines in revenue and operating profit. Increased costs and intensifying competition were cited as primary causes.
- Future Growth Drivers: Development of new AI and IoT-based technologies and service expansion. Active pursuit of overseas market entry.
- Financial Stability: Maintaining a low debt-to-equity ratio. A stable financial structure provides confidence to investors.
4. What should investors do?
Investors should carefully analyze the information presented at the IR and assess the company’s future growth potential through the management’s responses. Pay particular attention to new business growth strategies, overseas market entry plans, and plans for improving earnings performance.