1. Unitrontec’s H1 2025 Performance: What Happened?

Unitrontec recorded sales of 205.3 billion KRW, operating profit of 3.5 billion KRW, and a net loss of 4.8 billion KRW in H1 2025. Both sales and profits declined significantly year-over-year, with net income turning negative. This is attributed to external factors such as the global economic slowdown, weak IT demand, and semiconductor inventory adjustments.

2. Analyzing the Reasons for the Decline: Why These Results?

Unitrontec’s core semiconductor distribution business was impacted by slowing growth and inventory adjustments in related industries. The display distribution business also faces potential slowdowns due to market maturity. Meanwhile, new businesses like autonomous driving and AI robotics are still in early stages and haven’t generated significant profits.

3. Future Outlook and Investment Strategies: What’s Next?

In the short term, momentum for stock price increase is limited due to the global economic slowdown and poor performance. However, the long-term growth potential of autonomous driving and AI robotics should be considered. Maintaining competitiveness in core businesses and achieving visible results in new businesses will be key factors determining future stock performance.

4. Action Plan for Investors

  • Short-term investors: A conservative approach and close monitoring of market trends are recommended.
  • Long-term investors: Consider gradual investments while observing the performance and market response of new businesses. Active investment can be considered upon positive momentum, such as announcements of technological achievements or major contract signings.