Update shared on17 Aug 2025
Fair value Increased 8.70%NEXON's fair value has been revised upward, primarily driven by improved revenue growth forecasts, while future P/E has edged lower, resulting in a higher consensus price target of ¥2916.
What's in the News
- Dividend per share increased to JPY 15.00 from JPY 7.50 year-over-year.
- New earnings guidance projects nine-month revenue at ¥349,351 million and profit of ¥68,293–74,678 million; Q3 revenue expected at ¥116,567–127,114 million and profit at ¥26,087–32,472 million.
- Board authorized new share buyback; program allows repurchase of up to 11 million shares (1.37% of issue) for ¥25,000 million, expiring October 31, 2025.
- Completed previous buyback totaling 22,467,100 shares (2.75% of issued shares) for ¥49,820.01 million.
- Tencent is reportedly exploring an acquisition of Nexon, with discussions ongoing with the founding family's investment vehicles; outcome remains uncertain.
Valuation Changes
Summary of Valuation Changes for NEXON
- The Consensus Analyst Price Target has risen from ¥2739 to ¥2916.
- The Consensus Revenue Growth forecasts for NEXON has significantly risen from 3.1% per annum to 4.6% per annum.
- The Future P/E for NEXON has fallen slightly from 23.97x to 23.24x.
Disclaimer
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