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 ₩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
|------|------|-------|--------|
NCSoft (036570): Post-Restructuring Rebound
Lineage Franchise Stabilization
Restructuring Effects
Valuation Appeal
Comparative Analysis
|--------|---------|--------|
Investment Opinion
---
🤖AI Confidence Score
Based on data quality, market correlation, and historical accuracy
📊Related Stocks
💡Methodology
This analysis is auto-generated by AI combining investment bank reports, earnings data, market data, and news sentiment. Not investment advice.
📖Related Analysis
AI Semiconductor Supercycle: 2026 HBM & GPU Demand Outlook and Investment Strategy
The AI semiconductor supercycle is expected to continue in 2026, driven by NVIDIA's Blackwell Ultra launch and HBM4 mass production. SK Hynix and Samsung Electronics are positioned as key beneficiaries.
NAVER vs Kakao: Who Wins the AI Platform War?
As competition between HyperCLOVA X and Kanana AI intensifies, the strategic differences between Korea's big tech firms become increasingly stark.
Hyundai Motor Group's EV & Autonomous Driving Investments: Status of the Global Top 3 Challenge
Hyundai Motor Group is accelerating its push to become a global Top 3 automotive group through its Georgia plant operations and autonomous driving investments.