Narrative Update: NEXON Price Target Revision
Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.
What's in the News
- NEXON completed a share repurchase of 4,077,700 shares, representing 0.51% for ¥13,695.2 million between August 13, 2025 and September 30, 2025 (Key Developments).
- The Board of Directors approved a new share buyback program of up to 11,000,000 shares, or 1.37% of issued share capital, for ¥25,000 million. This program is set to expire on October 31, 2025 (Key Developments).
- Dividend for the end of the second quarter increased to JPY 15.00 per share, up from JPY 7.50 per share last year. Payments will commence on September 25, 2025 (Key Developments).
- Earnings guidance for the third quarter ending September 30, 2025: revenue is expected between ¥116,567 million and ¥127,114 million; operating income is expected between ¥32,730 million and ¥41,154 million; profit is expected between ¥26,087 million and ¥32,472 million (Key Developments).
- Earnings guidance for the nine months ending September 30, 2025: revenue is expected to range from ¥349,351 million to ¥359,898 million, with profit between ¥68,293 million and ¥74,678 million (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased slightly from ¥3,177 to ¥3,248.
- The Discount Rate has decreased moderately from 7.76% to 7.06%.
- Revenue Growth expectations have risen from 4.94% to 5.45%.
- The Net Profit Margin is higher, up from 21.62% to 22.73%.
- The Future P/E has dropped from 25.39x to 23.86x.
Disclaimer
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