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A181710: Share Repurchases And Revised Assumptions Will Support Stable Fair Value Outlook

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A181710
AnalystConsensusTarget
Not Invested
Published 03 Sep 2025
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Update shared on 07 Jan 2026

Fair value Increased 5.98%
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27 Apr
₩49,050.00
AnalystConsensusTarget's Fair Value
₩40,700.00
20.5% overvalued intrinsic discount
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1Y
123.5%
7D
-3.6%

Analysts have lifted their fair value estimate for NHN from ₩30,975 to about ₩32,829, citing updated assumptions for revenue growth, discount rate and future P/E that modestly adjust their long term outlook for the stock.

What's in the News

  • NHN completed a share repurchase of 420,562 shares, representing 1.35% of the company, for ₩12,831.39 million between October 23, 2025 and December 8, 2025 under the buyback announced on October 23, 2025 (Key Developments).
  • NHN Corporation (KOSE:A181710) announced a share repurchase program to buy up to 478,784 shares, with the program set to expire on January 23, 2026. The company stated that the aim is to support shareholder value and promote stock price stability (Key Developments).
  • As of October 22, 2025, NHN reported 2,500,233 treasury shares within scope available for dividend and 21,21 shares recorded under other acquisitions (Key Developments).
  • The Board of Directors authorized a buyback plan on October 23, 2025, setting the framework for the current repurchase activity (Key Developments).

Valuation Changes

  • The Fair Value Estimate has been updated from ₩30,975 to about ₩32,829, reflecting a modestly higher assessment of the shares.
  • The Discount Rate has moved from 10.02% to about 9.89%, indicating slightly different assumptions for NHN's risk profile in the model.
  • The Revenue Growth assumption has shifted from about 7.88% to about 7.94%, a small adjustment to the long term growth outlook used in the valuation.
  • The Net Profit Margin input is essentially unchanged, moving from about 5.40% to about 5.39%, suggesting minimal revision to profitability expectations in the model.
  • The Future P/E assumption has been raised from about 7.14x to about 7.53x, pointing to a somewhat higher multiple applied to NHN's expected earnings.

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Disclaimer

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