Update shared on08 Aug 2025
Fair value Increased 14%Upward revisions in both Kakao's net profit margin and consensus revenue growth forecasts have driven the analyst price target higher from ₩63,554 to ₩68,768.
What's in the News
- Kakao Corp. announced a private placement to issue KRW 50.18 billion in zero-coupon convertible bonds, Series 14, fully convertible into 1,337,246 shares at a fixed price of KRW 37,527.
- Investors include HY Co., Ltd., KD Growth Fund, IGIS Asset Management, IGIS Investment Partners, and Joongang Ilbo.
- The bonds are unsecured, carry a zero coupon, and mature in 2028; conversion is permitted from May 30, 2026, to May 23, 2028.
- Shareholder approval was secured, and the offering is expected to close on May 30, 2025.
Valuation Changes
Summary of Valuation Changes for Kakao
- The Consensus Analyst Price Target has risen from ₩63554 to ₩68768.
- The Net Profit Margin for Kakao has risen from 7.12% to 7.77%.
- The Consensus Revenue Growth forecasts for Kakao has risen from 7.1% per annum to 7.7% per annum.
Disclaimer
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