External broker reports(aggregated public sources), Daishin Securities

Daishin Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

<ul><li>1Q25 earnings miss likely, core businesses slowing, content segment remains sluggish </li><li>Development of new services scheduled for 2025 rollout on KakaoTalk remains on track </li><li>Improved traffic following the rollout could serve as positive catalyst for stock price</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

1Q25 earnings miss likely, core businesses slowing, content segment remains sluggish Development of new services scheduled for 2025 rollout on KakaoTalk remains on track Improved traffic following the rollout could serve as positive catalyst for stock priceContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Below-consensus results expected for 3Q24, largely due to softened performance from content business </li><li>Growth in ad business should come to fore to drive stock price boost </li><li>Kakao needs fresh strategies to accelerate ad revenue growth, integrating existing platforms with new AI services</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Below-consensus results expected for 3Q24, largely due to softened performance from content business Growth in ad business should come to fore to drive stock price boost Kakao needs fresh strategies to accelerate ad revenue growth, integrating existing platforms with new AI servicesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kakao (KS 035720 Oct 10, 2024) - New Ad Growth Strategy Needed

South Korea

Kakao Corp. provides Internet portal services such as news, free e-mail, and leisure information.  The Company also offers cross-platform mobile messaging application that allows users to exchange messages.

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Kakao Corp (035720 KS)

Kakao (035720 KS Apr 14, 2025)

1Q25 earnings miss likely, core businesses slowing, content segment remains sluggish. Development of new services scheduled for 2025 rollout on...

Daishin Securities

Kakao (KS 035720 Oct 10, 2024) - New Ad Growth Strategy Needed

Below-consensus results expected for 3Q24, largely due to softened performance from content business. Growth in ad business should come to fore to...

Daishin Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)