Korea Stock Market Insights

Tag: Selvas AI

  • Selvas AI’s H1 2025 Earnings: A Deep Dive and Investment Outlook

    1. Selvas AI H1 2025 Performance: Significant Revenue Decline and Continued Losses

    Selvas AI’s H1 2025 revenue decreased by 51.6% year-over-year to ₩54.4 billion, with an operating loss of ₩33.6 billion. The decline is attributed to underperformance in key business segments and increased R&D investment.

    2. Core Competencies and Growth Drivers: AI Technology and Healthcare Expansion

    Selvas AI boasts 27 years of experience in HCI technology, including voice recognition, synthesis, handwriting recognition, and image intelligence. With a strong patent portfolio, they are expanding into Healthcare and Metaverse applications, focusing on AI-powered healthcare solutions like ‘Selvy Checkup.’ The company aims to leverage synergies with subsidiaries like Selvas Healthcare and Mediana.

    3. Investment Outlook: Balancing Opportunities and Risks

    While Selvas AI faces short-term challenges, its long-term potential hinges on its AI technology and healthcare expansion strategy. However, increasing competition and the need for improved subsidiary performance remain key concerns.

    • Opportunities: Strong AI technology, business diversification, AI healthcare growth potential
    • Risks: Revenue decline and losses, intensifying competition, subsidiary performance

    4. Investor Action Plan: Focus on Profitability and Growth Strategy

    Investors should closely monitor Selvas AI’s efforts to improve profitability and the progress of its AI healthcare initiatives. The company’s ability to maintain its technological edge, differentiate its offerings, and navigate the competitive landscape will be crucial for future success.

    Q: What was Selvas AI’s revenue in H1 2025?

    A: Selvas AI reported ₩54.4 billion in revenue, a 51.6% decrease compared to the same period last year.

    Q: What is Selvas AI’s core business?

    A: Selvas AI specializes in HCI (Human Computer Interaction) technology, developing AI solutions including voice recognition, synthesis, handwriting recognition, and image intelligence. Currently, they are focusing on AI-powered healthcare.

    Q: What are the key investment considerations for Selvas AI?

    A: Short-term financial performance and increased competition pose challenges. Investors should consider the company’s long-term growth potential, focusing on profitability improvements and the success of its AI healthcare initiatives.

  • Mediana (041920) Stock Forecast: Will AI Healthcare Drive Future Growth? H1 2025 Earnings Report Analysis

    1. What Happened at Mediana?

    Mediana released its H1 2025 earnings report on August 14, 2025, reporting KRW 15.6 billion in revenue (YoY decrease), KRW 1.2 billion in operating profit (YoY increase), and a net loss of KRW 0.4 billion. The decline in defibrillator exports is identified as the primary cause of the revenue decrease.

    2. Why These Results?

    Despite the decline in revenue, the increase in operating profit is attributed to cost control and a potential increase in sales of high-value-added products. The net loss is likely due to increased R&D investment in AI healthcare and other non-operating expenses. The key takeaway is Mediana’s expansion into AI healthcare, demonstrated by proactive steps such as synergy with Selvas AI and the launch of MASA. Financial health also significantly improved, with the debt-to-equity ratio decreasing to 10.33%.

    3. So, What’s Mediana’s Future Outlook?

    Considering the high growth potential of the AI healthcare market and synergy with Selvas AI, Mediana’s venture holds significant promise. However, the timing of monetization for the AI healthcare business and exchange rate volatility remain cautionary risk factors. Despite the short-term sluggish performance, the long-term focus should be on the performance of the AI business.

    4. What Should Investors Do?

    Investment in Mediana should be approached with a focus on the long-term growth potential of its AI healthcare business. Investors should look beyond the short-term performance dip and closely monitor concrete achievements in the AI healthcare sector and the execution of its business expansion strategy, considering a long-term investment horizon. Risk management, including exchange rate fluctuations and the timing of AI business monetization, is crucial. Continuously reviewing future disclosures and adjusting investment strategies accordingly is essential.

    What is Mediana’s main business?

    Mediana is pursuing AI healthcare solution development and services as a new business, along with its existing medical device business.

    What were Mediana’s H1 2025 financial results?

    Revenue was KRW 15.6 billion (YoY decrease), operating profit was KRW 1.2 billion (YoY increase), and net loss was KRW 0.4 billion.

    What should investors be aware of when considering Mediana?

    Investors should consider risk factors such as uncertainty regarding the monetization timing of the AI healthcare business and exchange rate volatility.