Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
South Korea
/
Media
Create a narrative
Media South Korean Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Media South Korean Investing Ideas
Studio Dragon
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Expansion Through OTT Platforms In 2025 Will Increase Content Reach
Key Takeaways Diversifying platform presence and collaborating with top creators are expected to drive revenue and strengthen intellectual property through global expansion and high-demand series. Strategic partnerships with global OTT platforms aim to boost international distribution and earnings by targeting new regional markets and expanding subscriber bases.
View narrative
₩55.20k
FV
15.4% undervalued
intrinsic discount
20.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Pearl Abyss
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Crimson Desert Launch And Platform Expansion Will Diversify Revenue In 2025
Key Takeaways Strategic regional expansions and new game launches may drive long-term revenue growth and geographic diversification. Developing new titles and console releases are key to expanding user engagement and revenue streams.
View narrative
₩38.23k
FV
0.5% overvalued
intrinsic discount
20.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
A067
Soop
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
SOOPi, Savic And SARSA Will Drive Global Viewer Engagement
Key Takeaways Launching new technologies and expanding globally, particularly in Southeast Asia, is expected to drive growth in platform revenue and user engagement. Acquisition of PlayD and partnerships with games like VALORANT could boost advertising revenue and enhance platform visibility and engagement.
View narrative
₩130.26k
FV
31.1% undervalued
intrinsic discount
11.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Netmarble
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New Game Launches And Platform Diversification Will Attract Global Audience
Key Takeaways Diversifying games and platforms is expected to stabilize revenue by capturing a wider audience while reducing app commission costs for better net margins. Global expansion and strategic marketing outside Korea aim to significantly enhance revenue growth by engaging a broader international audience.
View narrative
₩61.19k
FV
3.1% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
NCSOFT
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Releasing AION 2 And Utilizing AI Will Expand Future Global Presence
Key Takeaways Targeted global releases and focused investments in new IPs aim to drive revenue growth and improve net margins through resource allocation. Commitment to shareholder returns and AI utilization is intended to boost shareholder value, operating efficiency, and income margins.
View narrative
₩209.81k
FV
6.9% undervalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
HYBE
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
BTS's Return And New Ventures Will Strengthen The Company's Global Presence
Key Takeaways BTS's return boosts revenue significantly, leveraging their global appeal and economies of scale for improved net margins. Strategic expansion and new ventures in gaming, AI, and digital subscriptions diversify revenue streams and enhance overall earnings.
View narrative
₩330.54k
FV
22.4% undervalued
intrinsic discount
14.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
KRAFTON
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Expanding PUBG Franchise And New AI-Powered Games Will Create Future Opportunities
Key Takeaways Expansion of the PUBG IP franchise and strategic game launches aim to boost engagement, diversify revenue streams, and solidify market presence. Leveraging AI innovation and international market focus could drive improved user experiences, increased monetization, and global influence.
View narrative
₩476.72k
FV
29.0% undervalued
intrinsic discount
11.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
A067
Soop
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Increasing Regulation And Costs Will Erode Digital Platform Prospects
Key Takeaways Increased regulatory scrutiny and changing user attitudes are limiting Soop's data-driven ad revenue, while cultural barriers are slowing platform growth and retention. Rising content and compliance costs amid intense competition are pressuring margins, with audience fragmentation reducing Soop's ability to scale and monetize effectively.
View narrative
₩81.24k
FV
10.5% overvalued
intrinsic discount
10.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Netmarble
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Dependence On Licensed Content And Regulatory Hurdles Will Impair Stability
Key Takeaways Heavy reliance on licensed IP and history of asset impairments creates revenue instability and risk of further write-offs, threatening long-term earnings. Intensifying global competition and regulatory scrutiny, combined with saturated user growth and rising costs, may pressure profitability and limit future expansion.
View narrative
₩32.00k
FV
85.3% overvalued
intrinsic discount
-3.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies