Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Aurora World reported excellent results in 2Q 2025. It had sales of 77.1 billion won (up 26.5% YoY) and operating profit of 8.8 billion won (up 86.7% YoY).</li>
<li>The company's excellent results in 2Q 2025 was driven by the continued strong demand for its character toys (Palm Pals, YooHoo &amp; Friends, and Rolly Pets) in key overseas markets.</li>
<li>If we attach a 10x P/E on estimated net profit of 30.1 billion won, it would suggest a market cap of 301 billion won (2026E) (37% upside from current levels). </li>
</ul>


Aurora World reported excellent results in 2Q 2025. It had sales of 77.1 billion won (up 26.5% YoY) and operating profit of 8.8 billion won (up 86.7% YoY).
The company's excellent results in 2Q 2025 was driven by the continued strong demand for its character toys (Palm Pals, YooHoo &amp; Friends, and Rolly Pets) in key overseas markets.
If we attach a 10x P/E on estimated net profit of 30.1 billion won, it would suggest a market cap of 301 billion won (2026E) (37% upside from current levels). 


Aurora World - Palm Pals and YooHoo or Chairman's Love of Golf?

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we look at an Asian toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the takeaways from tracking buybacks</li>
<li>Want to dig deeper? Comment or message on the themes you think should be highlighted next</li>
</ul>


Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma
In this cut, we look at an Asian toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the takeaways from tracking buybacks
Want to dig deeper? Comment or message on the themes you think should be highlighted next


Curator's Cut: The Next Labubu, Crypto Equities & Tracking APAC Buybacks

South Korea

Aurora World Corp. develops, licenses, and merchandises characters.  The Company's character brands include Classic Aurora, Beary Friends, Aurora Baby, and Wish Wing.  Aurora World provides its products mainly to overseas markets. The Company also operates real estate leasing business.

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Aurora World (039830 KS)

Aurora World - Palm Pals and YooHoo or Chairman's Love of Golf?

Aurora World's excellent results in 2Q 2025 was driven by the continued strong demand for its character toys (Palm Pals, YooHoo & Friends, and...

Douglas Kim

Curator's Cut: The Next Labubu, Crypto Equities & Tracking APAC Buybacks

In this cut, we look at an Asian plush toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the...

Pranav Rao

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