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Digital Finance In Korea Will Face Headwinds Yet Show Promise

Published
16 Jul 25
Updated
28 Sep 25
AnalystConsensusTarget's Fair Value
₩50,825.00
1.3% overvalued intrinsic discount
28 Sep
₩51,500.00
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1Y
108.1%
7D
-1.9%

Author's Valuation

₩50.83k1.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on28 Sep 25
Fair value Increased 3.17%

Kakao Pay's slight upward revision in the consensus price target appears driven by a modest increase in its future P/E ratio while revenue growth forecasts remain stable, resulting in a new fair value of ₩50,825. What's in the News Kakao Pay, supported by Alipay+ and Mastercard, has launched NFC (tap-to-pay) payment for overseas transactions.

Shared on13 Sep 25
Fair value Increased 4.19%

The consensus price target for Kakao Pay has been revised upward to ₩49,264, primarily reflecting a higher future P/E multiple, while profitability metrics remain stable. What's in the News Kakao Pay hosted an Analyst/Investor Day.

Shared on07 Aug 25
Fair value Increased 27%

Kakao Pay's analyst price target has been raised, primarily reflecting a notable improvement in net profit margin despite lower revenue growth forecasts, resulting in a new consensus fair value of ₩43,373. What's in the News Hosted an Analyst/Investor Day event.