Kakao (A035720) Aandelenoverzicht
Kakao Corp. exploiteert mobiele en online platforms in Zuid-Korea. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
A035720 Community Fair Values
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Analyst Price Targets
Kakao Corp. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | ₩33,150.00 |
| 52 Week Hoogtepunt | ₩69,700.00 |
| 52 Week Laag | ₩32,250.00 |
| Bèta | 1.15 |
| 1 maand verandering | -18.15% |
| 3 maanden verandering | -32.07% |
| 1 Jaar Verandering | -45.57% |
| 3 jaar verandering | -32.48% |
| 5 jaar verandering | -79.22% |
| Verandering sinds IPO | 3.92% |
Recent nieuws en updates
Narratiefupdate • Jun 23
A035720: Future Investment Commitments Will Support Long-Term Bullish Outlook
Analysts have revised Kakao's fair value estimate from ₩59,000 to about ₩46,022, reflecting updated assumptions for revenue growth, profit margins, and a slightly higher discount rate, even though the projected future P/E remains broadly similar. What's in the News Kakao has scheduled a board meeting on Feb 23, 2026, to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
Narratiefupdate • Jun 06
A035720: Upcoming Capital Injections Will Support Stronger Profitability Outlook
Analysts have trimmed Kakao's implied fair value only slightly, from about ₩70,556 to around ₩69,815. This points to updated assumptions that include modestly higher revenue growth, a wider profit margin and a somewhat lower future P/E multiple.Narratiefupdate • 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).Narratiefupdate • 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).Recent updates
Narratiefupdate • Jun 23
A035720: Future Investment Commitments Will Support Long-Term Bullish Outlook
Analysts have revised Kakao's fair value estimate from ₩59,000 to about ₩46,022, reflecting updated assumptions for revenue growth, profit margins, and a slightly higher discount rate, even though the projected future P/E remains broadly similar. What's in the News Kakao has scheduled a board meeting on Feb 23, 2026, to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.Narratiefupdate • Jun 06
A035720: Upcoming Capital Injections Will Support Stronger Profitability Outlook
Analysts have trimmed Kakao's implied fair value only slightly, from about ₩70,556 to around ₩69,815. This points to updated assumptions that include modestly higher revenue growth, a wider profit margin and a somewhat lower future P/E multiple.Narratiefupdate • 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).Narratiefupdate • 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).
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Rendement voor aandeelhouders
| A035720 | KR Interactive Media and Services | KR Markt | |
|---|---|---|---|
| 7D | -12.2% | -14.2% | -2.2% |
| 1Y | -45.6% | -33.7% | 171.0% |
Rendement versus industrie: A035720 presteerde slechter dan de KR Interactive Media and Services -sector, die het afgelopen jaar een rendement van -33.7 % opleverde.
Rendement versus markt: A035720 presteerde slechter dan KR Market, dat het afgelopen jaar een rendement van 171 % opleverde.
Prijsvolatiliteit
| A035720 volatility | |
|---|---|
| A035720 Average Weekly Movement | 6.3% |
| Interactive Media and Services Industry Average Movement | 8.1% |
| Market Average Movement | 8.8% |
| 10% most volatile stocks in KR Market | 16.1% |
| 10% least volatile stocks in KR Market | 4.6% |
Stabiele aandelenkoers: A035720 heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de KR markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van A035720 is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1995 | 3,829 | Shina Chung | www.kakaocorp.com |
Kakao Corp. exploiteert mobiele en online platforms in Zuid-Korea. Het bedrijf biedt Kakao Pay, een oplossing voor financiële diensten; Kakao Bank, een bankoplossing; Kakao Mobility voor mobiliteitsdiensten; Kakao Style, een lifestyle-oplossing; Kakao Entertainment, een oplossing voor de entertainmentindustrie; Kakao Games, een oplossing voor de gamingindustrie; Kakao piccoma, een contentdienstenplatform; Kakao Brain, een oplossing voor kunstmatige intelligentie; Kakao Enterprise, een clouddienstenoplossing; en Kakao Healthcare, een mobiele persoonlijke gezondheidszorgoplossing. Het bedrijf biedt ook Linkagelab, een werkplek voor mensen met een handicap, investeringsdiensten in start-ups onder de naam Kakao Investment en verschillende oplossingen onder de namen KakaoTalk, Kakao Business Service, Daum, Kakao Ventures en Kakao Map.
Kakao Corp. Samenvatting
| A035720 fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | ₩14.60t |
| Inkomsten(TTM) | ₩520.00b |
| Inkomsten(TTM) | ₩8.29t |
28.1x
Koers/Winstverhouding1.8x
P/S-verhoudingIs A035720 overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| A035720 resultatenrekening (TTM) | |
|---|---|
| Inkomsten | ₩8.29t |
| Kosten van inkomsten | ₩498.99b |
| Brutowinst | ₩7.79t |
| Overige uitgaven | ₩7.27t |
| Inkomsten | ₩520.00b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.18k |
| Brutomarge | 93.98% |
| Nettowinstmarge | 6.27% |
| Schuld/Eigen Vermogen Verhouding | 8.2% |
Hoe presteerde A035720 op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.2%
Huidig dividendrendement6%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/26 16:40 |
| Aandelenkoers aan het einde van de dag | 2026/06/26 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Kakao Corp. wordt gevolgd door 38 analisten. 27 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Seyon Park | Barclays |
| Min-joo Kang | Bernstein |
| A-Hyung Cho | BofA Global Research |