Korea Stock Market Insights

Tag: 066310

QSI (066310) Stock Forecast: Samhwa Pharmaceutical’s Stake Increase – A Sign of Rebound?
Will QSI rebound with Samhwa Pharmaceutical’s increased stake?

QSI (066310) has been struggling with poor performance. However, the recent stake increase by its largest shareholder, Samhwa Pharmaceutical, to 32.69% has brought a new dynamic. Is this simply an investment, or a strategic move based on QSI’s hidden potential? This article analyzes the background and implications of Samhwa Pharmaceutical’s stake increase, examines QSI’s stock forecast, and offers investment strategies.
1. What Happened?

On September 1, 2025, Samhwa Pharmaceutical increased its stake in QSI from 28.82% to 32.69% through an off-market purchase. This significant change, potentially influencing management control, has drawn market attention.

2. Why the Stake Increase?

Despite QSI’s poor performance in the first half of 2025, including declining sales and operating losses, Samhwa Pharmaceutical increased its stake. This suggests a positive outlook on QSI’s growth potential, particularly in future technologies like LIDAR and 3D Depth Sensors, and a belief in a potential turnaround. It can also be interpreted as a move to strengthen management control and actively pursue QSI’s long-term growth strategies.

3. What’s Next?

Positive Scenario: Samhwa Pharmaceutical’s investment and management involvement could bring stability to QSI and foster new growth engines. If R&D investments yield tangible results and the market environment improves, the stock price could rise.
- Negative Scenario: If performance doesn’t improve after a short-term stock price increase, disappointment could lead to a decline. Conflicts between Samhwa Pharmaceutical and existing management are also a possibility.
4. What Should Investors Do?

Investors considering long-term investment in QSI should closely monitor the following:
- Samhwa Pharmaceutical’s concrete management improvement plans and execution
- Tangible results from R&D investments and commercialization progress
- Improvements in sales, profitability, and other fundamentals
- External factors like exchange rate fluctuations and intensifying market competition
Short-term investors should be cautious of increased volatility and avoid hasty decisions.
Frequently Asked Questions

Will Samhwa Pharmaceutical’s increased stake positively impact QSI’s stock price?

While it may provide a short-term boost, the long-term trend depends on QSI’s performance improvement.

What are QSI’s future growth drivers?

QSI is investing in R&D for future technologies like LIDAR, 3D Depth Sensors, and automotive Lidar, which are expected to be key growth drivers.

What are the key risks of investing in QSI?

QSI is currently underperforming, and is vulnerable to external factors like exchange rate fluctuations and market competition. Investors should carefully consider these risks.
09/01/2025
QSI(066310) Treasury Stock Disposal: A Turning Point Through Collaboration?
QSI Announces Treasury Stock Disposal: A Path to Recovery?

Struggling with declining performance, QSI (066310) has announced a treasury stock disposal worth 3 billion KRW. Aimed at ‘pursuing collaborations according to mid- to long-term management strategies,’ will this decision lead to QSI’s turnaround? This article provides an in-depth analysis of the background, implications, and investment strategies related to the treasury stock disposal.
1. What Happened?: Treasury Stock Disposal Announced

QSI announced the disposal of treasury stock worth 3 billion KRW on August 27, 2025. The stated purpose is ‘pursuing collaborations according to mid- to long-term management strategies.’

2. Why?: Strengthening Collaborations and Improving Financial Structure

QSI aims to strengthen collaborations with potential partners and secure new business opportunities through this treasury stock disposal. The proceeds will also be used to improve the financial structure and secure liquidity.

3. What’s Next?: Opportunities and Risks Coexist
- Positive Aspects: Increased growth potential through collaboration, improved financial structure.
- Negative Aspects: Short-term stock price volatility, uncertainty in achieving disposal objectives, continued poor performance.
4. Investor Action Plan: 4 Key Checkpoints

Investors should consider the following factors:
- Specific terms of the treasury stock disposal (target, price, schedule, etc.)
- Performance improvement from the second half of 2025 onwards
- Tangible results from R&D investments
- Changes in the macroeconomic environment (interest rates, exchange rates, etc.)
While the treasury stock disposal is a positive signal, a true rebound requires accompanying performance improvements.
What is the purpose of QSI’s treasury stock disposal?

The purpose is ‘pursuing collaborations according to mid- to long-term management strategies.’

What is the size of the treasury stock disposal?

Approximately 3 billion KRW.

Will the treasury stock disposal positively impact the stock price?

While there is potential for growth through strengthened collaborations, short-term stock price volatility and the possibility of continued poor performance should also be considered.

What should investors be cautious of?

Investors should comprehensively analyze the terms of the treasury stock disposal, performance improvement, R&D results, and changes in the macroeconomic environment.
08/27/2025
QSI (066310) Shock: H1 2025 Earnings Report – What Should Investors Do?

QSI’s (066310) H1 2025 earnings report has sent shockwaves through the investor community. With a significant drop in sales and a shift to operating loss, what should investors do? This article analyzes the reasons behind QSI’s poor performance and provides future outlook and investment strategies. Read on to make informed investment decisions.

QSI H1 2025 Earnings Report: A Shocking Reveal

QSI’s H1 2025 earnings report revealed a performance far below market expectations. Consolidated sales plummeted by 46.8% year-on-year to KRW 11.35 billion, with both operating income and net income swinging to losses.

Dissecting the Decline: Macroeconomic and Industry Headwinds

The primary drivers of this underperformance are the global economic slowdown and the downturn in the semiconductor industry. Reduced investments by key clients directly impacted sales in the Laser Diode (LD) business segment. Increased selling, general, and administrative expenses further exacerbated the decline in profitability.

QSI’s Future: Opportunities and Threats

QSI is leveraging its core semiconductor laser technology and customized solutions to target new markets like LIDAR and 3D Depth Sensors. However, threats remain, including the persistent global economic downturn, intense market competition, and increasing foreign exchange volatility.

Investor Action Plan: Proceed with Caution

QSI is currently facing a challenging business environment in the short term. Therefore, a cautious approach is necessary from an investment perspective. Closely monitor the global economic recovery, semiconductor industry trends, new business performance, and cost management and profitability improvement efforts. The investment recommendation remains **Cautious Sell**, subject to reassessment upon observation of positive performance improvement signals.

How did QSI perform in H1 2025?

QSI reported a sharp decline in sales and a shift to operating and net losses in its H1 2025 earnings report. Sales decreased by 46.8% year-on-year to KRW 11.35 billion.

What are the reasons for the poor performance?

The main reasons are attributed to the global economic slowdown, the semiconductor industry downturn, and reduced investments by key clients.

What is the outlook for QSI?

The short-term outlook is challenging, but the future performance depends on the success of new businesses and profitability improvement efforts.

What should investors do?

The current investment recommendation is Cautious Sell. Investors should closely monitor macroeconomic indicators and the company’s performance improvements.

08/20/2025