statement
Q3 mobile revenue was 504.3 billion KRW, with both traffic and revenue growing thanks to Naruto and Ferrari collaborations in PUBG M.
A statement by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
3분기 모바일 매출액은 5,043억원(+3.2%YoY, +11.8%QoQ)이다. [PUBG M]에서 나루토, 페라리 콜라보 등이 진행되며 트래픽과 매출 모두 성장
Related claims
Q3 PC revenue was 238.9 billion KRW; the Jujutsu Kaisen collaboration performed well in PUBG PC, but vehicle and idol collaborations took place in Q4.하나증권 · statementTraffic and revenue are expected to jump a level as monthly collaborations and events are planned for PUBG's 10th anniversary in 2027.하나증권 · predictionKrafton's Q3 results missed consensus, with revenue of 971.4 billion KRW and operating profit of 225.0 billion KRW.하나증권 · statement3Q26 CJ대한통운 revenue rose 10% YoY to 3조 3,581억원 and operating profit fell 25% to 1,105억원 (3.3% margin), in line with consensus.하나증권 운송/모빌리티 Analyst 안도현 · statement한국콜마의 3분기 연결 매출과 영업이익은 전년 동기 대비 각각 21%, 40% 증가한 8,282억원, 819억원을 기록했다.하나증권 · statementQ4 is expected to recover, with weak Q3 PC revenue made up by Bentley and IVE collaborations.하나증권 · prediction
More claims by 하나증권
As the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.predictionKorea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.statementDemand movement is expected to occur to countries equipped with sites, power, and capital.predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.predictionThey also announced power grid cost burdens and reduction of tax benefits.statement
All claims by 하나증권