1. Templeton Reduces i-SENS Stake from 5.39% to 4.34%
On August 22, 2025, Templeton Investment Counsel announced that it had reduced its stake in i-SENS from 5.39% to 4.34%. The purpose of the holding remains unchanged as a simple investment, and it is known to be due to fluctuations from over-the-counter buying and selling by some funds.
2. Unshakable Fundamentals, But What Are the Risks to Consider?
i-SENS’s 2025 semi-annual report suggests positive fundamentals, showing stable growth in the blood glucose measurement sector, technological prowess in the continuous glucose monitoring system (CGMS) field, and growth potential in the POCT sector.
- Strengths: Robust growth in the blood glucose measurement sector, CGMS market expansion, POCT sector diversification, return to net profit in the first half
- Risks: Increased financial expenses, exchange rate and interest rate volatility, increased debt ratio
While the market has positive expectations for i-SENS’s growth potential, risk management in response to external environment changes is crucial.
3. Templeton’s Divestiture, How Will it Affect i-SENS?
In the short term, there is a possibility of downward pressure on stock prices and a contraction of investor sentiment. However, since the change in stake is not significant, the direct impact on fundamentals is expected to be limited. In the medium to long term, attention should be paid to changes in shareholder composition and exchange rate and interest rate volatility.
4. Investment Strategy: Hold, Observe, and Risk Management
The current investment opinion is ‘Hold’. This is because while i-SENS maintains solid fundamentals, macroeconomic uncertainties persist. Investors should closely monitor key risk factors such as exchange rate and interest rate fluctuations and CGMS business performance. If considering a new entry, a strategy of splitting purchases when the stock price falls can be considered.
Frequently Asked Questions
Is Templeton’s divestiture a negative signal for i-SENS’s future?
While Templeton’s selling may cause short-term stock price volatility, it is not expected to significantly impact i-SENS’s fundamentals themselves. The competitiveness of its core business and growth drivers are still valid, and it could even be a buying opportunity at a low price.
What are the most important factors to consider when investing in i-SENS?
Carefully monitor exchange rate and interest rate volatility, CGMS business performance, and changes in the competitive landscape. In particular, it is important to continuously understand the global economic situation and medical device market trends.
Should I buy i-SENS stock now?
Investment should always be made at your own discretion and responsibility. The information provided in this article is not investment advice, and the final investment decision should be made by the investor. Seeking professional help is also a good idea.
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