Shift Up (462870 KS/Buy)Conditions Should Improve from 2H26
For 1Q26, Shift Up reported revenue of W47.3bn (+12% YoY; in line with the consensus of W45.8bn) and operating profit of W21.5bn (-18% YoY; 13%...
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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...
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Shift Up (462870 KS/Buy)Solid Global Performance from Goddess of Victory: Nikke
For 3Q25, Shift Up reported revenue of W75.5bn (+30% YoY; 4% above the consensus of W72.9bn) and operating profit of W49.5bn (+39% YoY; 7% above...
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Sizing up September’s KOSPI Size Index Migration Names
Go-time to front-run the KOSPI Size Index reshuffle. T-1M with 70%+ screens set. Borderline at KRW 3.8–3.9T, ~KRW 100B gap, so likely to hold...
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