KCC jumped more than 15% early on the 25th. Buying is seen flocking in after the securities industry issued outlooks expecting a rise in KCC's investment asset value.
In the Korea Exchange on this day, KCC was trading at 552,000 won as of 9:44 a.m., up 73,000 won (15.24%) from the previous session.
The securities industry assessed that KCC's silicone business entered a phase of profitability improvement after passing the bottom.
Shinhan Investment & Securities initiated coverage of KCC on this day with a "buy" rating and a target price of 750,000 won. It said a re-rating of the corporations' value will gather steam as the silicone business restores profitability, the coatings business delivers stable results, investment asset value rises, and shareholder returns are strengthened.
Lee Jin-myeong, an analyst at Shinhan Investment & Securities, said, "The coatings business is expected to contribute stable profit based on a high value-added portfolio centered on automobiles and ships," noting, "While demand for ship coatings continues to increase on the back of a shipbuilding boom and the expansion of eco-friendly vessels, the impact of a construction downturn will be limited."
Experts in the securities industry also said the momentum for a rise in the value of investment assets held by KCC will be spotlighted again going forward.
The analyst said, "A rise in investment asset value such as Samsung C&T, the retirement of treasury shares, and an increase in foreign equity ownership are also positive," adding, "While the value of investment assets (8.6 trillion won) far exceeds the market capitalization (4.1 trillion won), shareholder return policies will also be strengthened."
Cho Hyeon-ryeol, an analyst at Samsung Securities, also said, "Based on listed shares, the value of investment assets held by KCC surged from 280 billion won at the end of 2024 to 8 trillion won now," adding, "The gap between investment asset value and KCC's market capitalization widened from an average of 880 billion won in 2025 to 3.15 trillion won now." Cho added, "Because the rise in KCC's corporations value is slower than the rise in investment asset value, the momentum for a rise in the value of held investment assets will be spotlighted again going forward."