Mirae Asset Minutes [2025: Volume 18]Biweekly Strategy Meeting Recap
While AI-related demand from hyperscalers and governments has surged, demand for commodity (IT-use) memory remains uncertain.
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Mirae Asset Minutes [2025: Volume 16]Biweekly Strategy Meeting Recap
In the US, demand for solar equipment and polysilicon has been pulled forward due to the passage of the OBBB. Demand is likely to remain strong...
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Netmarble (251270 KS/Buy)A Strong Buy
We raised our 3Q25 average daily revenue estimate for Vampir to W1.5bn (from W0.5bn) and lifted our 3Q25 operating profit forecast by 21% to W85bn...
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Netmarble (251270 KS/Buy) - A Strong Buy
Vampir (released on Aug. 26) appears to be off to a very strong start, remaining the topgrossing title in both major app stores as of Sep. 7.
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Netmarble (251270 KS/Buy)Earnings Momentum to Continue in 2H25
Despite weaker revenue from existing titles, revenue grew 15% QoQ on a full-quarter contribution from RF Online and the launch of Seven Knights...
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