[Click eStock] "NexaDynamics Expected to Benefit from 'OLED Super-Gap' Policy... Secures New Growth Engines"

On April 22, independent research firm ValueFinder analyzed that NexaDynamics is accelerating its growth strategy, leveraging both its competitive advantage in OLED equipment and its new content commerce business as dual engines.

Lee Chungheon, a researcher at ValueFinder, stated, "NexaDynamics is pursuing a dual-track strategy focusing on OLED equipment and a new K-content commerce business. By adding the new content commerce business to its core display equipment operations, the company is establishing a foundation for structural growth."

NexaDynamics, established in 2004 and listed on the KOSDAQ market in 2021, is a manufacturer of FPD (Flat Panel Display) equipment. As a primary vendor for LG Display, it has mainly supplied bonding and AOI equipment, and based on its precision alignment technology, it has achieved cumulative deliveries of 1,000 units of OLED 8.6-generation bonding equipment. The company has also built cooperative relationships with major global panel manufacturers, including LG Display, TCL CSOT, BOE, Sharp, and Foxconn.

Researcher Lee emphasized, "The reference of cumulative deliveries of 1,000 OLED 8.6-generation bonding equipment units and the global network with panel makers are increasingly likely to become factors in the re-evaluation of the existing equipment business, particularly as policy funds are now being actively injected."

In particular, the fact that the Financial Services Commission has included "securing a super-gap in display OLED technology" in the second phase of the National Growth Fund megaprojects is considered a positive factor, as more than 50 trillion won in total will be invested in the advanced industrial ecosystem over the next five years. Accordingly, expectations are rising that the existing equipment business will benefit.

Meanwhile, following its acquisition of management rights in Global C&D, NexaDynamics changed its name and launched a new management team. The company has also entered the content commerce business in earnest by acquiring a 45% stake in the content production company LVNexus and 100% of the awards ceremony operator The Star Partner.

Researcher Lee pointed out, "The first inflection point for the new business depends on whether ASEA 2026 is successful." Last year, ASEA 2025 attracted 37,000 spectators over two days at K-Arena, generating 12.3 billion won in sales and 1.3 billion won in net profit.

This year, ASEA 2026 is scheduled to take place over two days from May 16 to 17 at the Belluna Dome in Saitama Prefecture, Japan, and the scale will be expanded to about 40,000 seats. As a result, both ticket sales and sponsorship revenue are expected to increase.

The cosmetics business linked to content commerce is also drawing attention. The skincare brand BRMUD has entered approximately 90 Commissary stores in the United States, securing follow-up orders worth $590,000, and is also set to enter about 500 Don Quijote stores in Japan.

Researcher Lee analyzed, "As the event will expand to a 40,000-seat Belluna Dome and be held over two days this year, both ticket sales and sponsorship revenue are expected to increase. We also anticipate synergy from the timing of the ASEA 2026 event coinciding with the launch into Japanese retail channels."

This content was produced with the assistance of AI translation services.