Haisung Aero-Robotics Designates Call Option on 20 Billion Won Convertible Bonds, Highlighting Dilution Risk and Governance Concerns


  • Haisung Aero-Robotics designated 15 parties including the largest shareholder and related parties as call option holders for 10 billion won of its 20 billion won unsecured private convertible bonds, receiving a 2.5% fee of 250 million won.
  • The conversion price of the bonds is 10,352 won per share, 39% above the current stock price of 7,450 won, making conversion unlikely in the near term. However, full conversion would issue 1.93 million new shares, diluting existing shareholders by 17.3%.
  • Among the designated parties, the largest shareholder K-Humus has assets of 15.2 billion won and debt of 491 million won but recorded a net loss of 590 million won last year. Irobotics shows stable finances with 51.1 billion won in assets. However, many individual participants lack transparency, raising governance concerns.
  • [AI Summary]Haisung Aero-Robotics raised funds by transferring call option rights on convertible bonds to insiders, but the potential dilution of 17.3% from conversion burdens existing shareholders. The inclusion of financially weak counterparties and complex deal structure add governance risks.

KOSDAQ Filing Information


  • Report on Major Events (Designation of Person Exercising Call Option for Convertible Bonds)
  • Company: Haisung Aero-Robotics (059270)
  • Submission: Haisung Aero-Robotics Co., Ltd.

  • Shares: 11,165,299
  • Price: 7,450 KRW
  • Market Cap: 83.2 B KRW