Update shared on 27 Nov 2025
Fair value Increased 0.62%Narrative Update on Netmarble: Analyst Price Target Revision
Analysts have modestly raised their fair value estimate for Netmarble to ₩70,826 from ₩70,391. This revision is attributed to improved profit margin expectations, even as projected revenue growth has been slightly reduced.
What's in the News
- Netmarble has launched a major update for Raven2, introducing the Gunslinger class along with multiple in-game events and rewards for players. These include a Gunslinger Growth Support Chest and special missions through December 17 (Key Developments).
- Raven2 has launched globally on mobile and PC across 150 countries in 16 languages. The launch features large-scale events, exclusive launch rewards, and competitive guild-based battles (Key Developments).
- Pre-launch events for Raven2 provided players with pre-registration rewards and a special Crystal event, emphasizing player engagement ahead of the official release (Key Developments).
- Netmarble released Seven Knights Re:BIRTH worldwide, a collectible RPG available on both mobile and PC platforms. The game is highlighted by over 120 heroes, numerous launch events, and the continuation of a franchise loved by more than 100 million players (Key Developments).
- Seven Knights Re:BIRTH pre-registration opened prior to launch, offering exclusive rewards such as legendary Heroes and special in-game items to participants (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Increased slightly from ₩70,391 to ₩70,826
- Discount Rate: Decreased marginally from 10.17% to 10.09%
- Revenue Growth: Lowered from 6.42% to 5.61%
- Net Profit Margin: Improved moderately from 13.80% to 14.06%
- Future P/E: Declined modestly from 17.37x to 17.21x
Disclaimer
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