Update shared on 29 Oct 2025
Fair value Increased 2.39%Narrative Update: Netmarble Analyst Price Target Revised Upward
Analysts have raised Netmarble's fair value estimate from ₩67,476 to ₩69,090. This revision is attributed to slightly improved revenue growth expectations, even though there is a marginal decline in the projected profit margin.
What's in the News
- Netmarble officially launched the brutal dark fantasy MMORPG Raven2 on mobile and PC, making it available in 150 countries and 16 languages. The grand launch features large-scale events and generous rewards for early players. (Key Developments)
- Pre-download for Raven2 began a day ahead of its global release. Players were able to pre-register on Google Play, the App Store, and add the game to their wishlist on the Epic Games Store. Pre-registered users received exclusive in-game items. (Key Developments)
- Seven Knights Re:BIRTH, Netmarble's collectible RPG and a remake of its popular mobile title Seven Knights, launched globally across mobile and PC. The new release includes over 120 heroes, various events, and enhanced gameplay features. (Key Developments)
- Global launch events for both Raven2 and Seven Knights Re:BIRTH provided special in-game rewards, including legendary hero guarantees, growth buffs, and participation-based competitions with valuable prizes. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Increased from ₩67,476 to ₩69,091. This reflects a modest upward revision.
- Discount Rate: Decreased marginally from 10.13% to 10.03%.
- Revenue Growth: Rose slightly, moving from 5.52% to 6.00%.
- Net Profit Margin: Dropped from 15.17% to 14.49%.
- Future P/E: Increased from 15.53x to 16.37x.
Disclaimer
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