Korean Gaming Sector Comeback: Krafton (PUBG) vs NCSoft (Lineage) Recovery Analysis
Korean gaming sector rebounds on Krafton's inZOI success and NCSoft's restructuring effects. We compare strategic differences and investment appeal of both companies.
Korean Gaming Industry 2026 Status
The Korean gaming market is approximately β©22 trillion in 2025, maintaining its 4th global ranking. Mobile gaming remains dominant at 50%+ share, but PC/console gaming growth is notable.
Krafton (259960): Return of the Growth Stock
PUBG Franchise Status
inZOI: New IP Blockbuster Success
Earnings Outlook
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NCSoft (036570): Post-Restructuring Rebound
Lineage Franchise Stabilization
Restructuring Effects
Valuation Appeal
Comparative Analysis
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Investment Opinion
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This analysis is auto-generated by AI combining investment bank reports, earnings data, market data, and news sentiment. Not investment advice.
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