NH Investment & Securities(178,500 + 2.88%)(NAVER(178,500 + 2.88%)“Big agreement with LINE and Yahoo! created a competitive online company. We will grow into a global player. ” We have raised our target price from W225,000 to W240,000. We repeat the purchase.
Ana Jae-min, a researcher at the securities company, said: "The big deal announced on the last day will bring positive synergies to both Naver and Softbank." Corporate value is expected to rise. ”
He emphasized that this is a combination of the Japanese messenger No. 1 (line) and No. 1 of the portal (Yahoo Japan). An said: “It will become a huge platform that will bring together 82 million MAU mobile messengers (active users per month) and 67 million monthly users of Yahoo Japan,” said An. It is expected to provide unique competitiveness in Esau. ”
In particular, I think it is very positive that it can provide high competitiveness, which covers the sectors of search, news, mobile instant messengers, payments, purchases, content, advertising, the Internet, trade, fintech, content and artificial intelligence (AI).
An said: “Through this integration, Naver, which has a large share of search and portals in Korea, has a significant market share in Japan. We will rise to a level where we can compete with global Internet companies. ”
Kim Bong-gu, Staff Journalist hankyung.com email@example.com
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