Kakao (A035720) Aktievy
Kakao Corp. driver mobil- och onlineplattformar i Sydkorea. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
A035720 Community Fair Values
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Analyst Price Targets
Kakao Corp. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | ₩35,050.00 |
| 52 veckors högsta | ₩69,700.00 |
| 52 veckors lägsta | ₩32,250.00 |
| Beta | 1.18 |
| 1 månads förändring | -7.15% |
| 3 månaders förändring | -28.40% |
| 1 års förändring | -38.40% |
| 3 års förändring | -29.69% |
| 5 års förändring | -76.24% |
| Förändring sedan börsintroduktionen | 9.87% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jul 07
A035720: Upcoming Board Investments Will Support Stronger Future Profitability Outlook
Kakao’s analyst price target has been reset from about ₩69,815 to about ₩66,667, as analysts factor in slightly lower fair value, marginally higher discount rates, and more conservative assumptions for revenue growth and profit margins while keeping future P/E expectations broadly similar. What's in the News Kakao scheduled a board meeting for Feb 23, 2026 to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Recent updates
Uppdatering av berättelse • Jul 07
A035720: Upcoming Board Investments Will Support Stronger Future Profitability Outlook
Kakao’s analyst price target has been reset from about ₩69,815 to about ₩66,667, as analysts factor in slightly lower fair value, marginally higher discount rates, and more conservative assumptions for revenue growth and profit margins while keeping future P/E expectations broadly similar. What's in the News Kakao scheduled a board meeting for Feb 23, 2026 to consider finalized terms and conditions for an investment amount of ₩45,100,000,000.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Aktieägarnas avkastning
| A035720 | KR Interactive Media and Services | KR Marknad | |
|---|---|---|---|
| 7D | 0.9% | 1.7% | -3.3% |
| 1Y | -38.4% | -28.7% | 100.6% |
Avkastning vs industri: A035720 presterade sämre än KR Interactive Media and Services branschen som gav -28.7 % under det senaste året.
Avkastning vs Marknaden: A035720 presterade sämre än KR marknaden som gav 100.6 % under det senaste året.
Prisvolatilitet
| A035720 volatility | |
|---|---|
| A035720 Average Weekly Movement | 6.6% |
| Interactive Media and Services Industry Average Movement | 8.4% |
| Market Average Movement | 9.4% |
| 10% most volatile stocks in KR Market | 16.7% |
| 10% least volatile stocks in KR Market | 4.9% |
Stabil aktiekurs: A035720 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för KR.
Volatilitet över tid: A035720 s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1995 | 3,829 | Shina Chung | www.kakaocorp.com |
Kakao Corp. driver mobil- och onlineplattformar i Sydkorea. Företaget erbjuder Kakao Pay, en lösning för finansiella tjänster; Kakao Bank, en banklösning; Kakao Mobility för mobilitetstjänster; Kakao Style, en livsstilslösning; Kakao Entertainment, en lösning för underhållningsindustrin; Kakao Games, en lösning för spelindustrin; Kakao piccoma, en plattform för innehållstjänster; Kakao Brain, en lösning för artificiell intelligens; Kakao Enterprise, en molntjänstlösning; och Kakao Healthcare, en mobilbaserad lösning för personlig hälsovård. Företaget tillhandahåller även Linkagelab, en arbetsplats för personer med funktionsnedsättning, investeringstjänster i nystartade företag under namnet Kakao Investment samt olika lösningar under namnen KakaoTalk, Kakao Business Service, Daum, Kakao Ventures och Kakao Map.
Kakao Corp. Sammanfattning av grunderna
| A035720 grundläggande statistik | |
|---|---|
| Börsvärde | ₩15.44t |
| Vinst(TTM) | ₩520.00b |
| Intäkter(TTM) | ₩8.29t |
29.7x
P/E-förhållande1.9x
P/S-förhållandeÄr A035720 övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| A035720 resultaträkning (TTM) | |
|---|---|
| Intäkter | ₩8.29t |
| Kostnad för intäkter | ₩498.99b |
| Bruttovinst | ₩7.79t |
| Övriga kostnader | ₩7.27t |
| Intäkter | ₩520.00b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Aug 06, 2026
| Vinst per aktie (EPS) | 1.18k |
| Bruttomarginal | 93.98% |
| Nettovinstmarginal | 6.27% |
| Skuld/egenkapitalförhållande | 8.2% |
Hur har A035720 utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.2%
Aktuell utdelningsavkastning6%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/20 02:18 |
| Aktiekurs vid dagens slut | 2026/07/20 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Kakao Corp. bevakas av 39 analytiker. 27 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Seyon Park | Barclays |
| Min-joo Kang | Bernstein |
| A-Hyung Cho | BofA Global Research |