Netmarble (251270 KS/Buy)Another Earnings Surprise Likely in 4Q25
For 3Q25, Netmarble posted revenue of W696bn (+8% YoY; in line with the consensus) and operating profit of W91bn (+39% YoY; 9% above the consensus).
283 Views
KRX Foreign Holding Weekly (Oct 2nd): SK Hynix, Samsung Electronics, Woori Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Woori Financial,...
97 Views
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...
310 Views
KRX Foreign Holding Weekly (Sep 25th): Samsung Electronics, SK Hynix, SamsungElecMech, SKSQUARE
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, SamsungElecMech,...
103 Views
Mirae Asset Minutes [2025: Volume 20] Biweekly Strategy Meeting Recap
Global equities are likely to remain on an upward trend, supported by favorable liquidity conditions and optimism surrounding AI ecosystem growth
514 Views