1. What Happened with N2Tech’s Major Shareholder?

Montana New Technology Association No. 72 increased its stake in N2Tech from 45.77% to 45.97% through the addition of related parties and open market purchases. Although it seems like a minor change, it reaffirms the major shareholder’s commitment to management participation.

2. How is N2Tech Performing Financially?

As of the first half of 2025, N2Tech showed positive aspects such as improved performance in the investment sector and growth in the semiconductor equipment parts sector. Its financial soundness is also very strong. However, improving the operating profit margin of the semiconductor equipment parts business and expanding R&D investment remain ongoing challenges.

3. Why is the Stake Increase Important?

This stake increase is interpreted as a sign of the major shareholder’s strong confidence in N2Tech. This can lead to enhanced management stability and aggressive business expansion. In particular, the possibility of synergy with the ‘Aprogen’ group is attracting attention.

4. What Should Investors Do?

In the short term, investors should closely monitor improvements in fundamentals and synergy effects. In the long term, continuous monitoring of the improvement in profitability of core businesses, performance of new businesses, and changes in the macroeconomic environment is necessary.

  • Short-term investment strategy: Cautious approach, observe fundamentals and synergy effects.
  • Long-term investment strategy: Monitor core business profitability, new business performance, macroeconomic environment changes.