신성장 동력 급한데…코웨이, 대주주 캐시카우 되나

Netmarble's decision to increase its stake in Coway signals a strategic move to solidify management control against activist investors while securing a steady stream of dividend income. However, this focus on shareholder returns raises concerns about potential underinvestment in critical future growth sectors such as robotics and healthcare, where R&D spending remains relatively low.