Kakao (A035720) Panoramica del titolo
Kakao Corp. gestisce piattaforme mobili e online in Corea del Sud. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
A035720 Community Fair Values
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Analyst Price Targets
Concorrenti di Kakao Corp.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | ₩41,850.00 |
| Massimo di 52 settimane | ₩71,600.00 |
| Minimo di 52 settimane | ₩37,100.00 |
| Beta | 1.27 |
| Variazione di 1 mese | -13.53% |
| Variazione a 3 mesi | -27.72% |
| Variazione di 1 anno | 11.90% |
| Variazione a 3 anni | -26.06% |
| Variazione a 5 anni | -65.70% |
| Variazione dall'IPO | 31.19% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 23
A035720: Upcoming Capital Injections Will Support Future Upside Potential
Analysts have trimmed Kakao's fair value estimate from ₩76,115 to ₩70,556, reflecting updated views on slightly softer revenue growth and profit margins, along with a modestly higher discount rate, even as future P/E assumptions remain broadly similar. What's in the News Board meeting scheduled for February 23, 2026, to review finalized terms and conditions for a KRW 45,100,000,000 portion of a broader investment plan (Key Developments).
Aggiornamento della narrazione • May 02
A035720: Upcoming Capital Inflows And Dividend Policy Will Support Bullish Outlook
Analysts have trimmed Kakao's fair value estimate from ₩59,666 to ₩59,000, as they now expect lower revenue growth and profit margins, along with a higher assumed discount rate and future P/E multiple. What's in the News Kakao's board plans to meet on February 23, 2026 to review finalized terms and conditions for a KRW 45.1b portion of a total investment (Key Developments).
Aggiornamento della narrazione • Apr 17
A035720: Dividend Initiation And Capital Raise Will Support Future Upside
Analysts have kept Kakao's fair value estimate steady at ₩90,000. They explained that the unchanged price targets reflect offsetting shifts in inputs, including a slightly higher discount rate, higher projected revenue growth and profit margins, and a lower assumed future P/E multiple.Recent updates
Aggiornamento della narrazione • May 23
A035720: Upcoming Capital Injections Will Support Future Upside Potential
Analysts have trimmed Kakao's fair value estimate from ₩76,115 to ₩70,556, reflecting updated views on slightly softer revenue growth and profit margins, along with a modestly higher discount rate, even as future P/E assumptions remain broadly similar. What's in the News Board meeting scheduled for February 23, 2026, to review finalized terms and conditions for a KRW 45,100,000,000 portion of a broader investment plan (Key Developments).Aggiornamento della narrazione • May 02
A035720: Upcoming Capital Inflows And Dividend Policy Will Support Bullish Outlook
Analysts have trimmed Kakao's fair value estimate from ₩59,666 to ₩59,000, as they now expect lower revenue growth and profit margins, along with a higher assumed discount rate and future P/E multiple. What's in the News Kakao's board plans to meet on February 23, 2026 to review finalized terms and conditions for a KRW 45.1b portion of a total investment (Key Developments).Aggiornamento della narrazione • Apr 17
A035720: Dividend Initiation And Capital Raise Will Support Future Upside
Analysts have kept Kakao's fair value estimate steady at ₩90,000. They explained that the unchanged price targets reflect offsetting shifts in inputs, including a slightly higher discount rate, higher projected revenue growth and profit margins, and a lower assumed future P/E multiple.Aggiornamento della narrazione • Apr 03
A035720: New Capital Raise And Dividend Policy Will Support Future Upside
Analysts have adjusted their Kakao price target slightly lower from about ₩76,667 to around ₩76,115, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, which they see as better aligned with current forecasts. What's in the News Kakao has scheduled a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors, involving KRW 3.0b in convertible preferred shares to GS Assemble Fund, with an expected payment date of March 20, 2026, subject to procedural progress (Key Developments).Aggiornamento della narrazione • Mar 20
A035720: Future Capital Raise And Dividend Policy Will Support Bullish Outlook
Analysts have reduced their Kakao fair value estimate from ₩61,562 to ₩59,667, reflecting higher discount rates together with stronger assumptions for revenue growth, profit margins, and a lower future P/E. What's in the News Kakao plans a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors.Aggiornamento della narrazione • Mar 06
A035720: Dividend Introduction And Margin Improvement Will Support Future Upside
Analysts are maintaining Kakao's fair value estimate at ₩90,000. This updated view is guided by a slightly higher discount rate, a modestly lower revenue growth assumption, and a small uplift in profit margin and future P/E expectations.Aggiornamento della narrazione • Feb 20
A035720: Higher Future P/E Multiple Will Support Margin Recovery And Upside
Analysts have adjusted their fair value estimate for Kakao to ₩90,000 from ₩88,000, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Kakao Corp.Aggiornamento della narrazione • Feb 06
A035720: External Investment Review Will Support Higher Margins And Future Upside
Analysts are holding Kakao's fair value estimate steady at ₩88,000, with a slightly higher discount rate, slightly lower revenue growth, and slightly higher profit margin and future P/E assumptions shaping the latest price target view. What's in the News A board meeting is scheduled for November 19, 2025, to review the purpose of an external investment, the overall transaction structure, and the transaction price (Key Developments).Aggiornamento della narrazione • Jan 22
A035720: Fair Outlook As Q4 Trends And Board Review Will Guide Expectations
Analysts have lifted their fair value estimate for Kakao from ₩57,984 to ₩61,562 as they incorporate slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E into their updated models. What's in the News Kakao has scheduled a board meeting for Nov 19, 2025 to review the purpose of an external investment, the transaction structure, the transaction price, and other related matters (Key Developments).Aggiornamento della narrazione • Jan 08
A035720: Fair Outlook As Q4 Advertising And Board Review Will Shape Expectations
Analysts now see Kakao’s fair value at ₩57,984, up from ₩53,712. This reflects adjusted views on revenue growth, profit margins and future P/E assumptions.Aggiornamento della narrazione • Dec 25
A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability
Analysts have lifted their price target on Kakao by ₩0 to ₩88,000, citing slightly stronger projected revenue growth, higher expected profit margins, and a modestly lower forward P/E multiple that together support a more favorable risk-reward profile despite a higher discount rate. What's in the News Kakao's board has scheduled a meeting for November 19, 2025, to review the purpose of an external investment, overall transaction structure, pricing, and related matters (board meeting filing).Aggiornamento della narrazione • Dec 11
A035720: Upcoming Investment Review And Earnings Momentum Will Support Future Upside
Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation. What's in the News Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing) New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance) Valuation Changes The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.Aggiornamento della narrazione • Nov 27
A035720: Rising Profit Margins And Lower P/E To Drive Future Upside
Narrative Update on Kakao: Analyst Price Target Revision Analysts have raised Kakao's fair value estimate from 75,250 KRW to 76,666.67 KRW. This revision reflects improved profit margin expectations and a lower anticipated future price-to-earnings ratio, even though revenue growth forecasts have been moderated.Aggiornamento della narrazione • Nov 08
A035720: Modest Revenue Gains And Higher Multiple Will Drive Future Upside
Kakao Analyst Price Target Raised on Expectations of Modest Growth Analysts have increased Kakao's fair value estimate by ₩1,000 to ₩75,250, citing slightly higher projected revenue growth, even though there is a minor decrease in the expected profit margin. Valuation Changes The Fair Value Estimate has risen slightly, increasing from ₩74,250 to ₩75,250.Aggiornamento della narrazione • Sep 24
Advanced AI And Fintech Expansion Will Transform Digital Engagement
Kakao's valuation metrics, including net profit margin and discount rate, showed only marginal improvement, resulting in an almost unchanged consensus analyst price target, which increased slightly from ₩73,500 to ₩74,250. Valuation Changes Summary of Valuation Changes for Kakao The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₩73500 to ₩74250.Aggiornamento della narrazione • Aug 08
Advanced AI And Fintech Expansion Will Transform Digital Engagement
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.Articolo di analisi • May 25
Kakao (KRX:035720) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The market seemed underwhelmed by last week's earnings announcement from Kakao Corp. ( KRX:035720 ) despite the healthy...
Nuova narrazione • Nov 18
Unlocking Growth And Innovation Through Personalized AI, Healthcare Expansion, And Enhanced User Engagement
Kakao's focus on user engagement and AI-driven services could enhance revenue streams and profit potential through targeted advertising and differentiated offerings.Rendimenti per gli azionisti
| A035720 | KR Interactive Media and Services | KR Mercato | |
|---|---|---|---|
| 7D | -4.9% | -1.9% | 4.6% |
| 1Y | 11.9% | 8.2% | 186.6% |
Ritorno vs Industria: A035720 ha superato il KR Interactive Media and Services che ha restituito 8.2 % nell'ultimo anno.
Rendimento vs Mercato: A035720 ha avuto una performance inferiore al mercato KR che ha registrato un rendimento 186.6 % nell'ultimo anno.
Volatilità dei prezzi
| A035720 volatility | |
|---|---|
| A035720 Average Weekly Movement | 8.6% |
| Interactive Media and Services Industry Average Movement | 8.2% |
| Market Average Movement | 9.4% |
| 10% most volatile stocks in KR Market | 16.6% |
| 10% least volatile stocks in KR Market | 4.9% |
Prezzo delle azioni stabile: A035720 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato KR.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di A035720 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1995 | 3,829 | Shina Chung | www.kakaocorp.com |
Kakao Corp. gestisce piattaforme mobili e online in Corea del Sud. L'azienda offre Kakao Pay, una soluzione per i servizi finanziari; Kakao Bank, una soluzione bancaria; Kakao Mobility per i servizi di mobilità; Kakao Style, una soluzione per lo stile di vita; Kakao Entertainment, una soluzione per l'industria dell'intrattenimento; Kakao Games, una soluzione per l'industria del gioco; Kakao piccoma, una piattaforma per i servizi di contenuto; Kakao Brain, una soluzione per l'intelligenza artificiale; Kakao Enterprise, una soluzione per i servizi cloud; e Kakao Healthcare, una soluzione per l'assistenza sanitaria personale basata sul cellulare. Fornisce inoltre Linkagelab, un luogo di lavoro per persone con disabilità; servizi di investimento in start-up con il nome Kakao Investment; e varie soluzioni con i nomi KakaoTalk, Kakao Business Service, Daum, Kakao Ventures e Kakao Map.
Kakao Corp. Riepilogo dei fondamenti
| A035720 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | ₩18.44t |
| Utili (TTM) | ₩520.00b |
| Ricavi(TTM) | ₩8.29t |
35.5x
Rapporto P/E2.2x
Rapporto P/SA035720 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| A035720 Conto economico (TTM) | |
|---|---|
| Ricavi | ₩8.29t |
| Costo del fatturato | ₩498.99b |
| Profitto lordo | ₩7.79t |
| Altre spese | ₩7.27t |
| Utili | ₩520.00b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.18k |
| Margine lordo | 93.98% |
| Margine di profitto netto | 6.27% |
| Rapporto debito/patrimonio netto | 8.2% |
Come si è comportato A035720 nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.2%
Rendimento attuale del dividendo9%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/23 20:10 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Kakao Corp. è coperta da 37 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Seyon Park | Barclays |
| Min-joo Kang | Bernstein |
| A-Hyung Cho | BofA Global Research |