Today, we bring you a crucial and practical story about ‘money.’ Specifically, the news about the rights offering (capital increase) for ROBOTIS (로보티즈).
In our previous posts, we discussed ROBOTIS’s technology, revenue structure, and the future of the robotics industry. However, for a company to grow, ‘capital’—the ‘ammunition’—is just as vital as its ‘vision.’
ROBOTIS has decided to issue new shares, which is a rights offering.
In the most direct translation into the language of capitalism, this signals: “Dear shareholders, we are raising funds for greater growth, so please inject more money.” Simultaneously, it means for new investors: “We are opening an opportunity for you to join our growth.”
Many of you will read this announcement and think, ‘What does this complicated thing mean?’ or ‘It’s confusing; what should I do?’
In this post, we will pinpoint the core essentials of this seemingly complex announcement and clearly organize the actionable steps: ‘how’ we should act and precisely ‘where and how’ to subscribe for the shares.
1. Rights Offering Announcement Key Summary: Who, When, How
Let’s start by briefly summarizing the core content of the announcement.
- Target: Issuing 1,349,528 new registered common shares. (The ‘pie’ of existing stock is getting larger.)
- Method: Shareholder allocation followed by a public offering for unsubscribed shares.
- Phase 1 (Shareholder Allocation): Existing shareholders are asked first, “Would you like to buy new shares?” and allocated rights.
- Phase 2 (Public Offering): If existing shareholders do not subscribe and shares remain (unsubscribed shares), they are sold to the general public.
- Issuance Price: Not yet finalized. It will be determined by calculating 1st and 2nd base prices based on market conditions and setting the lower of the two. The key is that it will be issued at a discount to the current market price. This is the incentive for shareholders to invest more money.
- Lead Underwriter: Korea Investment & Securities Co., Ltd. (한국투자증권)
- This is crucial. Virtually all practical procedures for this rights offering will be conducted through ‘Korea Investment & Securities.’
2. The Most Important Part: Where and How Do You Subscribe?
Those reading this post will fall into three main categories:
- “I am already a ROBOTIS shareholder.” (Existing Shareholders)
- “I’m not a shareholder, but I want to buy this opportunity.” (New Investors)
- “I don’t know what it is, but I have something like ‘ROBOTIS 40R’ in my account.” (Warrant Holder)
Here are the exact action plans for each scenario.
Scenario 1: “I am already a ROBOTIS Shareholder.” (Existing Shareholders)
The first thing to confirm is that you must have held ROBOTIS shares on September 30, 2025 (New Share Allocation Record Date).
This date was the cutoff for determining ‘eligible shareholders.’ Since this date has passed, buying the stock now will not make you an existing shareholder for this offering.
If you were a shareholder as of September 30, your securities account would have been credited with a ‘Warrant Certificate’ (usually named like ‘ROBOTIS 40R’) around the end of October. This ‘certificate’ is your ‘ticket’ to buy the new shares at the discounted price.
The period to sell this ‘ticket’ on the exchange (Oct 23rd–29th) has already passed.
Therefore, your current options are two:
- Subscribe (Use the ticket)
- Forfeit (Let the ticket become worthless paper)
▶︎ How to Subscribe for Existing Shareholders (Execute!)
| Item | Details |
| When | November 7 to November 10, 2025 (Only 2 days!) |
| Where | ‘That specific brokerage firm’ where you hold the ROBOTIS shares (Samsung Securities, Kiwoom Securities, Mirae Asset Securities, etc.) |
| How | 1. Access your brokerage firm’s MTS (app) or HTS. 2. Go to the menu: [Rights/Subscription] – [Rights Subscription]. 3. Select ‘ROBOTIS’ and apply for the number of shares corresponding to your warrant holdings (or less). 4. Deposit the subscription margin (100%) into that account. |
| Extra Tip (Oversubscription) | The announcement allows for oversubscription (0.2 shares per 1 allotted new share). This means you can apply for up to 20% more than your allocated ‘ticket’ quantity. This is your chance to acquire shares that other shareholders have forfeited. If you have the financial capacity, it is advantageous to subscribe for the maximum oversubscription amount. |
Scenario 2: “I am not a Shareholder.” (New Investors)
Since you did not own shares on September 30th, the ‘Existing Shareholder Subscription’ is impossible.
Your only opportunity is the ‘Public Offering Subscription’ for the remaining shares (unsubscribed shares) after the shareholder allocation phase is complete.
▶︎ How to Subscribe for Public Offering (Execute!)
| Item | Details |
| When | November 12 to November 13, 2025 (Only 2 days!) |
| Where | Only through ‘Korea Investment & Securities.’ This is strictly impossible through other brokerage firms (Samsung, Kiwoom, etc.). |
| How | 1. Immediately check if you have a ‘Korea Investment & Securities’ account. 2. If not, you must open an account (non-face-to-face, etc.) before the public offering start date (Nov 12). 3. During the subscription period, access the Korea Investment & Securities MTS (app) or HTS. 4. Go to the menu: [Subscription] – [Public Offering Subscription] or [Unsubscribed Shares Subscription]. 5. Select ‘ROBOTIS’ and apply for the desired quantity. (100% subscription margin required). |
| Reality Check | If the Existing Shareholder Subscription (Scenario 1) is highly successful, the shares available for public offering may be extremely few or none at all. This is different from an IPO subscription. Allocation is based on the competition rate, and you can only receive shares if there is remaining quantity. |
Scenario 3: “I Bought the ‘Warrant Certificate’ in October.”
These are the individuals who purchased a certificate like ‘ROBOTIS 40R’ on the market between October 23rd and 29th.
These individuals paid money to acquire the ‘ticket.’ Therefore, all conditions are identical to Scenario 1 (Existing Shareholders).
▶︎ How to Subscribe (Execute!)
| Item | Details |
| When | November 7 to November 10, 2025 |
| Where | The brokerage firm where you bought and hold the ‘Warrant Certificate.’ |
| How | Proceed exactly the same as the ‘Existing Shareholder Subscription Method’ in Scenario 1. |
| Warning | If you do not subscribe (the act of paying money to convert the certificate into stock) during this period, the money you spent to buy the certificate in October will be completely lost. The ‘ticket’ becomes worthless paper. You must subscribe. |
3. The Capitalist Interpretation: Where Does This ‘Money’ Go?
A rights offering briefly imposes the pain of ‘dilution’ on existing shareholders. However, if the company successfully uses this ‘ammunition’ for R&D, capital expenditure, or debt repayment, the corporate value can grow much larger than it is now.
As we analyzed previously, ROBOTIS is progressing toward the future of ‘Service Robots,’ built upon the stable cash cow of its ‘Components’ business. It is only a natural sequence that more ‘capital’ is needed in this process.
This rights offering is a test of ‘belief’ in ROBOTIS’s growth.
Growing into an economic agent means not just staring at the news others throw at you, but reading between the lines and deciding for yourself where to ‘execute’ with your own money.
I hope this post helps your wise ‘execution.’
▶︎ ROBOTIS Rights Offering Key Dates Summary
| Item | Date | Venue |
| Existing Shareholders (Warrant Holders) Subscription | Nov 7 (Fri) – Nov 10 (Mon) | All brokerage firms holding your stock/warrants |
| Public Offering (New Investors) Subscription | Nov 12 (Wed) – Nov 13 (Thu) | Only ‘Korea Investment & Securities’ |
| New Shares Listing Date (Expected) | December 1, 2025 |
If this post was helpful, please hit the like button and follow us!
Oing contemplates realistic side hustles and survival strategies in the capitalist structure, together with you.
#ROBOTIS #ROBOTISRightsOffering #RightsIssueSubscription #ROBOTISStock #WarrantCertificate #UnsubscribedShares #PublicOffering #KoreaInvestmentSecurities #RobotStocks #StockInvestmentStrategy #OingTech #EconomicFreedom