NCsoft (036570 KS/Buy)Introduction of Proprietary Payment System Marks a Significant Shift
For 3Q25, NCsoft announced revenue of W360bn (-10% YoY) and an operating loss of W7.5bn (remaining in the red YoY), broadly in line with the...
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How Do We Play the Short-Term Buy Flows Sparked by NPS Reacting Fast to the President’s Subtle Push?
This post looks into how to trade the short-term buy flows triggered by NPS’s quick reaction to the President’s subtle signal.
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Games (Overweight/Maintain)30% App Store Commission Model Nearing Its End
With games increasingly competing with short-form video platforms for users’ time and attention, the overall gaming market is projected to grow...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April
Shift Up announced that it will be postponing its IPO to July. A major investment positive is the enormous initial success of Stellar Blade which...
839 Views