1. What Happened?

Paratus Innovation Growth M&A Private Equity Fund acquired a 2.72% stake in ITChem. While stated as a simple investment, the market interprets this investment as a positive signal.

2. Why the Investment?

ITChem demonstrated remarkable growth in 2024. Sales increased by 38.3%, and operating profit soared by 816%, achieving a successful turnaround. The significantly improved financial structure is attracting investor attention, particularly with the high growth potential of the OLED business segment.

3. What’s Next?

This investment is likely to increase market interest in ITChem and act as a momentum for stock price appreciation. The entry of institutional investors is also expected to contribute to enhanced corporate governance transparency. However, keeping in mind the ‘simple investment’ objective, careful observation of future fundamental improvements is crucial.

4. What Should Investors Do?

  • Be mindful of short-term stock price volatility and establish investment strategies from a mid-to-long-term perspective.
  • Monitor ITChem’s future earnings announcements and business plans, and analyze the impact of changes in macroeconomic indicators.
  • Maintain continuous interest in the future actions of the new investor and the performance of business segments other than OLED.