M2N

DK Marine increases M2N stake to 37.91%, pledged shares remain high at 27.62%


  • DK Marine increased its stake in M2N from 37.65% to 37.91% by purchasing 104,567 shares through open market trades.
  • Total pledged shares decreased slightly from 27.94% to 27.62% due to loan extensions and partial repayments, but remain high at 11,041,227 shares representing a significant overhang risk.
  • Two new special relationship entities, Mason Capital and NR Capital, were added after acquiring small positions using their own surplus funds.
  • [AI Summary]The report confirms DK Marine's controlling stake in M2N with no dilution from new issuance, but the elevated pledge ratio of over 27% and the filer's own leveraged balance sheet pose risks of margin calls and forced selling in adverse market conditions.

KOSDAQ Filing Information


  • Report on Large Shareholding (General)
  • Company: M2N (033310)
  • Submission: DK Marine

  • Shares: 39,972,456
  • Price: 1,340 KRW
  • Market Cap: 53.6 B KRW