GRVY GRAVITY Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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04:13
Aug 10
Aug 10
Gravity has a $452m market cap with $434m in net cash and trades at an 8x P/E. The enterprise value is essentially zero, meaning the core Ragnarok franchise, royalties, and new Chinese mobile approvals are completely unpriced by the market. A deep-value "TOP PICK" offering a massive margin of safety with a newly initiated dividend and clear growth catalysts. Concentration risk in a single gaming franchise (Ragnarok) and potential regulatory shifts in the Chinese gaming market.
HIGH
14:53
Aug 07
Aug 07
Views stock as a value trap
Author views the stock as a value trap and questions the fintwit obsession with it, offering no explicit short position.
MED
19:08
Jun 25
Jun 25
Author skeptical of GRVY's value proposition; notes Korean small-cap gaming peers (Neowiz).
Author skeptical of GRVY's value proposition; notes Korean small-cap gaming peers (Neowiz) trade at similar or lower multiples with better capital return programs, making GRVY's re-rating dependent on a large special dividend.
MED
03:55
Jun 24
Jun 24
Author expresses skepticism that GRVY's dividend/capital return will match Korean peers due.
Author expresses skepticism that GRVY's dividend/capital return will match Korean peers due to inferior business quality.
LOW
03:43
Jun 24
Jun 24
Avoid GRVY because the Gungho activist is structurally incentivized to extract value from GRVY.
Avoid GRVY because the Gungho activist is structurally incentivized to extract value from GRVY minority shareholders rather than unlock the discount for them; this is bearish minority-shareholder risk, not an explicit short call.
MED
03:32
Jun 24
Jun 24
The author argues Neowiz is a better value than GRVY but frames it as a debate without stating.
The author argues Neowiz is a better value than GRVY but frames it as a debate without stating a personal position or trade.
LOW
00:36
Jun 24
Jun 24
The author dismisses fintwit's focus on GRVY as weird.
The author dismisses fintwit's focus on GRVY as weird, noting similar companies are common in Japan and Asia, without taking a short position.
LOW
20:12
Jun 23
Jun 23
Author questions why another user prefers GRVY over Neowiz and Webzen but does not state.
Author questions why another user prefers GRVY over Neowiz and Webzen but does not state a personal position or forward-looking trade call.
LOW
20:07
Jun 23
Jun 23
Author argues Neowiz, Webzen, and GRVY are all undervalued but offers no personal position.
Author argues Neowiz, Webzen, and GRVY are all undervalued but offers no personal position, only comparative analysis of Korean game companies.
LOW
19:53
Jun 23
Jun 23
Avoid GRVY absent a large 5-10% dividend catalyst.
Avoid GRVY absent a large 5-10% dividend catalyst; author says superior SK gaming peers are cheaper and GRVY otherwise likely trades down.
MED
19:52
Jun 23
Jun 23
The author questions the value of owning GRVY compared to better Japanese gaming alternatives.
The author questions the value of owning GRVY compared to better Japanese gaming alternatives, but does not state a position or explicit bearish call.
LOW
18:27
Jun 18
Jun 18
The author compares GRVY favorably to Imagineer but expresses skepticism about a dividend.
The author compares GRVY favorably to Imagineer but expresses skepticism about a dividend announcement, making it a factual comparison rather than a trade call.
LOW
22:51
Jan 11
Jan 11
Short GRVY because parent Gungho's activist interests are adverse to minority shareholders.
Short GRVY because parent Gungho's activist interests are adverse to minority shareholders, likely destroying value.
MED
About GRVY Analyst Coverage
Buzzberg tracks GRVY (GRAVITY Co., Ltd.) across 3 sources. 1 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (8%). 13 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: u/Away_Definition5829, Myles, AltayCap.