Emro is showing strong performance. Securities firms' analysis that the company will benefit from increased demand for supply chain management due to the US-led tariff war appears to be influencing its stock price.
As of 9:26 a.m. on April 25, Emro was trading at 56,600 won, up 5.40% from the previous day.
Mirae Asset Securities analyzed that Emro, the leading domestic artificial intelligence (AI)-based supply chain management software company, is making solid progress in its overseas SRM SaaS solution business by signing contracts with major global PC and server manufacturers.
Kim Sujin, a researcher at Mirae Asset Securities, stated, "Following contracts with a US electronics manufacturer and a thermal management solutions company, Emro has signed a design-to-source (development procurement) module contract with a global top PC and server manufacturer through Samsung SDS." She added, "We expect that the tariff war initiated by US President Donald Trump will actually present an opportunity for Emro."
She continued, "While overseas expansion is accelerating and costs are rising as a result, the company has no choice but to focus on growth rather than profit," and emphasized, "AI is playing a core role in the solution." She also highlighted, "Currently, AI accounts for 10% of revenue, and we expect this proportion to reach 20% by 2027."
Yoon Cheolhwan, a researcher at Korea Investment & Securities, also commented, "SRM software increases purchasing transparency for companies and induces cost reduction, thereby enhancing the efficiency of supply chain management." He predicted, "Given the high level of economic uncertainty due to tariffs and exchange rates, efforts to mitigate supply chain risks and reduce costs will accelerate."
He further stated, "We expect the 'Caidentia' SRM SaaS platform business to continue its strong performance," and expressed optimism that "two to three additional contracts could be signed within this year."
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