1. Seegene Q2 2025: What Happened?

Seegene reported revenue of KRW 114.1 billion, operating profit of KRW 3.1 billion, and a net loss of KRW 100 million for Q2 2025. This represents a significant earnings shock, falling far short of market expectations for operating profit (KRW 9.8 billion).

2. Why the Underperformance?

The reasons behind the weak operating profit remain unclear. Several factors could be contributing, including increased expenses, new investments, and higher R&D spending. Further clarification is needed in the final earnings release. The impact of foreign exchange fluctuations also needs to be analyzed.

3. Seegene’s Future: What Lies Ahead?

A negative short-term impact on the stock price is anticipated. However, Seegene possesses several strengths, including a stable revenue base, core technology, and a diversified product portfolio. A thorough analysis is crucial for investors to assess Seegene’s long-term intrinsic value.

4. What Should Investors Do?

  • • Look for specific reasons for the underperformance and future improvement plans in the Q2 earnings release.
  • • Analyze the impact of foreign exchange fluctuations.
  • • Evaluate the company’s strategy for navigating the changing global market and regulatory landscape.

The current investment recommendation is HOLD. Avoid impulsive investment decisions and carefully monitor upcoming announcements.