Linked Inc. Acquires Call Options and Participates in Third-Party Allotment to Increase Stake in NEXUS to 73.53% - Minority Dilution Concern


  • Linked Inc. through its special relationship Jang Hyun-guk entered into shareholder agreements with SK Square, Naver, and Krafton to acquire call options for 17,171,788 shares.
  • The call options are for new shares issued via third-party allotment capital increase at 2,300 won per share, a premium over the current price of 1,969 won, but resulting in a massive 26.78% dilution for existing shareholders.
  • Linked Inc. has total assets of 71.8 billion won, total liabilities of 12.0 billion won, and total equity of 59.8 billion won, indicating a stable financial structure.
  • Jang Hyun-guk plans to use approximately 39.5 billion won of his own funds to exercise the call options.
  • [AI Summary]While Linked Inc. strengthens its control through a large capital increase and call options, existing shareholders face unavoidable dilution of 26.78%. Participation of blue-chip strategic investors like SK Square, Naver, and Krafton may enhance long-term corporate value, but short-term stock price pressure exists.

KOSDAQ Filing Information


  • Report on Large Shareholding (General)
  • Company: NEXUS (205500)
  • Submission: Linked Inc.

  • Shares: 64,112,099
  • Price: 1,969 KRW
  • Market Cap: 126.2 B KRW