035720.KS Kakao Corp. Loading...

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07:00
May 07
Lee Gyeong-min Manager 815 Money Talk (815머니톡)
Internet is undervalued.
Internet stocks (NAVER, Kakao) are near historical valuation bottoms, earnings are expected to improve from Q4 2025 lows, and bond yield stabilization could trigger a significant rebound. The box range suggests 10-15% upside to 1,380 on the internet index, with potential to break higher.
035720.KS 1ST
HIGH
07:00
May 04
Lee Chang-dae CEO 815 Money Talk (815머니톡)
Buy Alphabet, Amazon; watch Naver, Kakao
The software sector is turning. Alphabet (GOOGL) and Amazon (AMZN) are the leaders, already breaking all-time highs and supported by strong cash flows from Google/YouTube and AWS respectively. They are the best investment in software now. Korean platforms like Naver (035420.KS) and Kakao (035720.KS) will follow later once US leaders continue to rally. For now, focus on US leaders.
035720.KS 1ST
MED

About 035720.KS Analyst Coverage

Buzzberg tracks 035720.KS (Kakao Corp.) across 1 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked.