NEXON Gestion
Gestion contrôle des critères 2/4
Le PDG NEXON est Junghun Lee, nommé en Mar2024, a un mandat de 2.42 ans. La rémunération annuelle totale est ¥ 955.00M, composée du salaire de 11.6% et des bonus 88.4%, y compris les actions et options de la société. détient directement 0.05% des actions de la société, d'une valeur de ¥ 1.21B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 4.4 ans.
Informations clés
Junghun Lee
Directeur général
JP¥955.0m
Rémunération totale
| Pourcentage du salaire du PDG | 11.62% |
| Durée du mandat du directeur général | 2.4yrs |
| Propriété du PDG | 0.05% |
| Durée moyenne d'occupation des postes de direction | 5.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.4yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 18
3659: Special Dividend And Buybacks Will Support Balanced Future Rerating
Analysts have trimmed their price target on NEXON to ¥3,300 from about ¥3,834 as they now apply slightly higher discount rates and slightly lower assumptions for long term revenue growth, profit margins and future P/E multiples. What’s in the News for NEXON NEXON reported Q2 2026 revenue and operating income above its outlook, supported by the MapleStory franchise and ARC Raiders, according to recent earnings coverage.Article d’analyse • Aug 16
NEXON Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shareholders will be ecstatic, with their stake up 24% over the past week following NEXON Co., Ltd. 's ( TSE:3659...Mise à jour du récit • Aug 04
3659: Renewed Publishing Deals And Buybacks Will Support Future Re Rating
Analysts have adjusted their price target for NEXON from ¥4,500 to about ¥3,834. This reflects updated views on the company’s fair value, discount rate, expected revenue growth, profit margin, and future P/E assumptions.
Mise à jour du récit • Jul 21
3659: Buybacks And Renewed China Publishing Agreement Will Support Future Upside
Analysts have trimmed their fair value estimate for NEXON from approximately ¥3,077 to about ¥2,973, citing adjusted assumptions for long term profit margins and future P/E, partly offset by updated expectations for revenue growth and the discount rate. What’s in the News for NEXON NEXON completed a share repurchase tranche from May 14, 2026 to June 30, 2026, buying 7,957,400 shares, equal to 1.01% of shares, for ¥17,750.27 million under its previously announced buyback program.
Mise à jour du récit • Jul 07
3659: Future Returns Will Rely On Capital Return And Digital Asset Execution
Analysts have reduced their price target on NEXON from ¥2,477.76 to ¥2,270.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What’s in the News for NEXON NEXON is highlighted among Japanese public companies holding significant Bitcoin on their balance sheets, as part of a group of at least 14 firms collectively holding more than 46,000 BTC, according to recent reporting on Japan’s growing digital asset treasuries.Mise à jour du récit • Jun 23
3659: Long-Term China Publishing Renewal And Buybacks Will Support Future Upside
NEXON's analyst price target has been adjusted slightly, with fair value moving from ¥3,105.11 to ¥3,077.33 as analysts fine tune assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What’s in the News for NEXON NEXON renewed its long-standing publishing partnership with Tencent for the flagship PC action RPG Dungeon&Fighter in China under a new ten-year agreement, with terms undisclosed.Mise à jour du récit • Jun 07
3659: Renewed China Partnerships And Buybacks Will Support Future Upside Potential
Analysts have trimmed their price target on NEXON to ¥3,105 from ¥3,333, citing updated assumptions that include slightly lower revenue growth, a reduced profit margin outlook, and a modestly lower future P/E multiple. What's in the News NEXON renewed its long standing publishing partnership with Tencent for the PC action RPG Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed.Mise à jour du récit • May 22
3659: Renewed China Partnership Will Shape Shooter Engagement And Future Upside
Analysts have trimmed their fair value estimate for NEXON from about ¥3,798.53 to roughly ¥3,332.89, reflecting updated assumptions for slower revenue growth, a slightly lower future P/E multiple, and a modestly higher profit margin outlook. What's in the News NEXON renewed its long standing publishing partnership with Tencent for Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed (Key Developments).Article d’analyse • May 18
NEXON Co., Ltd. Just Recorded A 36% EPS Beat: Here's What Analysts Are Forecasting Next
It's been a mediocre week for NEXON Co., Ltd. ( TSE:3659 ) shareholders, with the stock dropping 16% to JP¥2,243 in the...Mise à jour du récit • May 03
3659: Share Price Reset And Higher Dividends Will Support Future Re Rating
Analysts maintained their fair value estimate for Nexon at ¥4,500. A recent rating change from Sell to Neutral, along with a reduction in a major price target from ¥3,100 to ¥3,000, reflects a reassessment driven mainly by valuation following the post-results share price pullback.Mise à jour du récit • Apr 18
3659: Share Price Reset And Capital Returns Will Support Re Rating
Narrative Update on NEXON The analyst price target for NEXON has been revised from ¥4,850 to ¥4,500, as analysts factor in updated assumptions around revenue growth, profit margins, future P/E expectations, and recent valuation-driven rating changes on the stock. Analyst Commentary Recent Street research highlights a shift in tone toward NEXON, with valuation now a key focus after the share price reacted to the Q4 results.Mise à jour du récit • Apr 04
3659: Post Correction Rebound Will Depend On Execution And Capital Return Delivery
Analysts have trimmed NEXON's fair value estimate while keeping a ¥3,000 price target in focus, pointing to a slightly lower assumed P/E multiple and discount rate, along with steady revenue growth and margin expectations following recent upgrades to Neutral and Outperform. Analyst Commentary Recent Street research on NEXON has centered on where the current share price sits versus updated fair value estimates, especially after the Q4 results and the share price moves that followed.Mise à jour du récit • Mar 20
3659: Sector Tailwinds And Shooter Engagement Will Shape Future Upside
Narrative Update on NEXON The updated analyst price target for NEXON moves to ¥3,798 from ¥3,544. Analysts highlight recent rating upgrades and views that sector fundamentals in Japan's gaming sector remain solid as key supports for their revised fair value and profitability assumptions.Mise à jour du récit • Mar 05
3659: Cautious Outlook As Execution Concerns Will Restrain Post Correction Rebound
Narrative Update on NEXON The latest analyst work trims the fair value estimate slightly to ¥2,560 from ¥2,567. Recent rating upgrades highlight analysts' focus on the post Q4 share price correction and a still solid sector backdrop for Japan's gaming names.Article d’analyse • Feb 19
We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings
The most recent earnings report from NEXON Co., Ltd. ( TSE:3659 ) was disappointing for shareholders. Despite the soft...Mise à jour du récit • Feb 19
3659: Cautious Outlook As Single Shooter Success Faces Execution Risk
Analysts have modestly lifted their fair value estimate for NEXON to about ¥2,567, supported by recent rating upgrades that cite a more balanced view on valuation and a still solid sector backdrop for Japan's gaming companies. Analyst Commentary Recent research points to a more balanced stance on NEXON, with some upgrades framed largely around valuation following the share price move after Q4 results.Article d’analyse • Feb 15
Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts
The analysts might have been a bit too bullish on NEXON Co., Ltd. ( TSE:3659 ), given that the company fell short of...Mise à jour du récit • Feb 05
3659: Heavy Reliance On Single Shooter Success Will Drive Future Downside Risk
Analysts have nudged their fair value estimate for Nexon higher to ¥2,460.62 from ¥2,394.72, citing a slightly lower discount rate, marginally higher revenue growth assumptions, a modestly higher future P/E, and recent research pointing to supportive sector trends and interest in key game titles. Analyst Commentary Recent Street research on Nexon has leaned constructive, with upgrades pointing to a solid sector backdrop for Japan gaming and interest in key titles such as ARC Raiders and FC Online.Mise à jour du récit • Jan 22
3659: Rising Dependence On Single Shooter Title Will Drive Future Downside Risk
Narrative update on NEXON NEXON's updated analyst price target has moved from about ¥2,015 to roughly ¥2,395. Analysts attribute this change to a sturdier outlook for Japan's gaming sector into 2026, potential blockbuster upside from ARC Raiders, and expected support for FC Online around the 2026 FIFA World Cup.Mise à jour du récit • Jan 07
3659: Player Engagement Momentum And World Cup Tailwinds Will Support Re Rating
Analysts have raised their fair value estimate for NEXON from ¥4,000 to ¥4,850, citing stronger expectations around ARC Raiders as a potential blockbuster, growing traction among players, and additional support from the 2026 FIFA World Cup for FC Online. Analyst Commentary Bullish analysts are pointing to a more constructive setup for NEXON, with recent upgrades highlighting both product momentum and supportive industry conditions as key pillars behind higher fair value estimates.Mise à jour du récit • Dec 23
3659: World Cup Tailwind And New Shooter Franchise Will Shape Future Upside
Analysts have raised their price target for NEXON from ¥3,600 to ¥4,000, citing stronger growth and profitability expectations driven by momentum in ARC Raiders, viewed as a potential fourth blockbuster title, along with longer term tailwinds for FC Online heading into the 2026 FIFA World Cup. Analyst Commentary Recent research updates reflect a generally constructive view on NEXON, centered on the potential of ARC Raiders and cyclical upside for FC Online ahead of the 2026 FIFA World Cup.Mise à jour du récit • Dec 09
3659: World Cup Gaming Tailwind Will Expose Downside Risk Ahead
Analysts have raised their price target on Nexon to ¥4,000 from ¥3,600, citing growing conviction that ARC Raiders could become a fourth blockbuster franchise and that the 2026 FIFA World Cup will provide a meaningful tailwind for FC Online. Analyst Commentary Bullish analysts view the upgraded price target as evidence that Nexon is entering a new growth phase, supported by both its emerging and established franchises.Article d’analyse • Dec 03
NEXON (TSE:3659) Is Increasing Its Dividend To ¥30.00
NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be increasing its dividend from last year's comparable payment...Article d’analyse • Nov 28
NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up
NEXON Co., Ltd. ( TSE:3659 ) shareholders would be excited to see that the share price has had a great month, posting a...Mise à jour du récit • Nov 25
3659: Revenue Momentum And Shareholder Returns Will Drive Measured Performance Ahead
Narrative Update on NEXON: Price Target Rises Amid Positive Analyst Outlook Analysts have raised NEXON’s fair value price target from ¥3,247 to ¥3,461, citing strong expectations for ARC Raiders to become a major blockbuster as well as improved growth metrics across revenue and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight ARC Raiders as a potential fourth blockbuster for NEXON.Article d’analyse • Nov 14
NEXON's (TSE:3659) Upcoming Dividend Will Be Larger Than Last Year's
The board of NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be paying its dividend of ¥30.00 on the 27th of...Article d’analyse • Nov 13
NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next
Shareholders of NEXON Co., Ltd. ( TSE:3659 ) will be pleased this week, given that the stock price is up 15% to...Mise à jour du récit • Nov 07
3659: Revenue Stability And Share Buybacks Will Support Measured Performance Ahead
Analysts have made a slight upward revision to NEXON's price target, increasing it marginally to ¥3,246.78. They cite stable revenue growth and profitability metrics as reasons for their maintained optimism.Mise à jour du récit • Oct 24
Repurchase Activity And Dividend Growth Will Sustain Shareholder Value Amid Industry Shifts
NEXON Analyst Price Target Revised Slightly Downward Analysts have adjusted NEXON’s fair value estimate modestly downward from ¥3,247.76 to ¥3,246.78. This change reflects updated projections for revenue growth and a slightly lower discount rate.Mise à jour du récit • Oct 10
Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement
Narrative Update: NEXON Price Target Revision Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.Mise à jour du récit • Sep 26
Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement
The increase in NEXON’s analyst price target reflects a higher expected future P/E ratio despite a rising discount rate, resulting in a modest upward revision of fair value from ¥3067 to ¥3177. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–359,898 million, operating profit of ¥112,039–120,463 million, and profit of ¥68,293–74,678 million (EPS: ¥85.96–93.86).Mise à jour du récit • Aug 31
Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement
The consensus price target for NEXON has increased to ¥3067, as analysts have marginally raised their future P/E and revenue growth forecasts. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–¥359,898 million, operating profit of ¥112,039–¥120,463 million, and profit of ¥68,293–¥74,678 million.Mise à jour du récit • Aug 17
New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets
NEXON's fair value has been revised upward, primarily driven by improved revenue growth forecasts, while future P/E has edged lower, resulting in a higher consensus price target of ¥2916. What's in the News Dividend per share increased to JPY 15.00 from JPY 7.50 year-over-year.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | JP¥136b |
| Mar 31 2026 | n/a | n/a | JP¥123b |
| Dec 31 2025 | JP¥955m | JP¥111m | JP¥92b |
| Sep 30 2025 | n/a | n/a | JP¥113b |
| Jun 30 2025 | n/a | n/a | JP¥102b |
| Mar 31 2025 | n/a | n/a | JP¥125b |
| Dec 31 2024 | JP¥590m | JP¥102m | JP¥135b |
| Sep 30 2024 | n/a | n/a | JP¥61b |
| Jun 30 2024 | n/a | n/a | JP¥69b |
| Mar 31 2024 | n/a | n/a | JP¥54b |
| Dec 31 2023 | JP¥355m | JP¥75m | JP¥71b |
Rémunération vs marché: La rémunération totale de Junghun ($USD 6.01M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché JP ($USD 1.58M ).
Rémunération et revenus: La rémunération de Junghun a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Junghun Lee (47 yo)
2.4yrs
Titularisation
JP¥955,000,000
Compensation
Mr. Junghun Lee is CEO and President of NEXON Co. Ltd. from March 2024. Mr. Lee is Director of NEXON Co. Ltd.from March 24, 2023. He is a deeply experienced leader in the global game industry. Immediately...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman | 7.4yrs | JP¥306.00m | 0.16% ¥ 4.0b | |
| CEO, President & Representative Director | 2.4yrs | JP¥955.00m | 0.050% ¥ 1.2b | |
| CFO, Chief Administrative Officer & Representative Director | 12.4yrs | JP¥139.00m | 0.012% ¥ 286.2m | |
| Head of Investor Relations and Corporate PR | 12.6yrs | pas de données | pas de données | |
| General Counsel | no data | pas de données | pas de données | |
| Executive VP | 5.1yrs | pas de données | pas de données | |
| Team Leader of Investor Relations | no data | pas de données | pas de données |
5.1yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de 3659 est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman | 7.4yrs | JP¥306.00m | 0.16% ¥ 4.0b | |
| CEO, President & Representative Director | 3.4yrs | JP¥955.00m | 0.050% ¥ 1.2b | |
| CFO, Chief Administrative Officer & Representative Director | 11.4yrs | JP¥139.00m | 0.012% ¥ 286.2m | |
| Independent Outside Director | 14.4yrs | pas de données | pas de données | |
| Independent Outside Director | 1.4yrs | pas de données | pas de données | |
| Independent Outside Director | 14.4yrs | pas de données | 0.0053% ¥ 128.9m | |
| Independent Outside Director | 4.4yrs | pas de données | pas de données | |
| Director | 1.4yrs | JP¥178.00m | pas de données | |
| Independent External Director | less than a year | pas de données | pas de données |
4.4yrs
Durée moyenne de l'emploi
53yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de 3659 sont considérés comme expérimentés (ancienneté moyenne 4.4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/22 14:45 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
NEXON Co., Ltd. est couverte par 29 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Haruka Mori | Barclays |
| Keiichi Yoneshima | Barclays |
| Robin Zhu | Bernstein |