1. What Happened?: Nanosinsojae Disposes of 2,000 Treasury Shares

On July 28, 2025, Nanosinsojae announced plans to dispose of 2,000 treasury shares (approximately ₩100 million) to fund special bonuses for its employees.

2. Why This Decision?: Q1 2025 Earnings Analysis and the Background of Treasury Stock Disposal

Nanosinsojae’s Q1 2025 earnings showed increased operating profit despite a decrease in sales. This is attributed to higher selling prices and improved cost efficiency. However, high inventory assets (₩42.4 billion) and debt-to-equity ratio (82.6%) still raise concerns about financial soundness. While the special bonus through treasury stock disposal can be interpreted as boosting employee morale, the possibility of financial health deterioration cannot be ruled out.

3. What’s Next?: Impact of Treasury Stock Disposal and Investment Perspective

The disposal amount itself is minimal and has a limited direct impact on fundamentals. However, this decision necessitates further analysis of the company’s financial status and management strategy. The appropriateness of the special bonus, plans for inventory reduction and debt-to-equity ratio improvement should be carefully reviewed. In particular, the performance of new businesses is expected to significantly influence the future stock price.

4. What Should Investors Do?: Key Investment Points and Action Plan

  • Short-term perspective: While the direct impact of the treasury stock disposal is limited, be aware of the possibility of increased stock price volatility.
  • Mid- to long-term perspective: After the Q2 earnings announcement, review inventory reduction, debt-to-equity ratio improvement, and new business performance to adjust your investment strategy.
  • Key checkpoints: Inventory management status, debt-to-equity ratio trends, new business performance, and changes in external environmental factors (exchange rates, interest rates, raw material prices).