カカオ035720.KS

カカオエンタープライズ、イ・ジェハン氏をCEOに指名――8年間で6度目のトップ交代でAI転換を加速

カカオ（035720.KS）のB2BクラウドおよびAI部門であるカカオエンタープライズは、イ・ウォンジュ前CEOの16カ月での辞任を受けイ・ジェハン氏を新CEOに指名した。8月6日の臨時株主総会で承認される見通しで、2025年度売上高₩169.7B（前年比+25.9%）・営業損失-₩34.3Bを背景に、AI転換への注力を改めて鮮明にした。

カカオペイ証券CEO、2,000万ユーザー目標を表明　シーバートとの提携強化で韓国株を米個人投資家に開放へ

カカオペイ証券（親会社：377300.KQ）のシン・ホチョルCEOは、ユーザー数を約800万人から2,000万人へ3年で拡大する計画を発表するとともに、シーバート・フィナンシャル（NASDAQ: SIEB）との提携深化を明らかにした。米国の規制に基づくチャネルを通じて米個人投資家が韓国株を取引できる環境の整備を目指す。

Kakao Bank Calls Full-Day Strike for July 31 as Group-Wide Wage Talks Collapse

Kakao Bank's union has voted for a full-day strike on July 31 after wage negotiations broke down. Kakao Corp talks are deadlocked after two months. We examine the labor cost implications for 035720.KS and 323410.KS investors.

Naver vs Kakao: Business Comparison for Investors (2026)

Naver (035420) and Kakao (035720) dominate Korea's digital economy. Compare revenues, margins, user bases, and risks to decide which fits your Korea tech thesis.

Kia Partners With Kakao Mobility to Build Purpose-Built Robotaxis as Seoul Sets October Level-4 Debut

Kia and Kakao Mobility ink a PBV robotaxi co-development MOU, with Kia supplying PV5 DevKit vans for Seoul's 2026 pilot as both partners target Korea's first unmanned Level-4 commercial service in October.

KakaoPay Securities Secures Investment Dealing License, Poised to Challenge Korea's IPO Underwriting Hierarchy

KakaoPay Securities (377300.KS subsidiary) secures FSC investment dealing licence on July 1 2026, enabling IPO underwriting and full securities dealing for the first time. Deposits exceed ₩20T, 500K+ RIA accounts.

KakaoBank Signs Strategic Stake in Mongolia's M Bank to Export AI Credit Model

KakaoBank CEO Yoon Ho-young signed a strategic equity stake with MCS Group and M Bank at the Korea-Mongolia Business Forum, marking the bank's first overseas equity investment and beginning its AI credit-scoring technology export.

KakaoBank (323410.KS) Wage Talks Collapse, Strike Risk Rises

KakaoBank (323410.KS), Korea's largest internet-only bank by customer count, saw its 2026 wage and collective-bargaining negotiations break down after talks tha

KakaoPay (377300.KS) HQ Raided Over Alipay Data Transfer

South Korean police searched the headquarters of KakaoPay (KRX: 377300), the country's largest mobile-payment platform and an affiliate of messaging giant Kakao

Kakao Mobility Signs SDV MOU with Renault Korea (035720.KS)

Kakao Mobility, the ride-hailing and navigation arm of Kakao Corp (035720.KS), and Renault Korea, the Korean carmaker majority-owned by France's Renault Group, signed a memorandum of understanding on July 8 to jointly develop next-generation in-vehicle software and high-precision map data for advanced driver-assistance systems and infotainment.

Kakao Games Burns 500,000 Treasury Shares in First Cancellation Since 2020 IPO, Pairs With RSU Program

Kakao Games (293490.KQ) announces its first-ever treasury share cancellation since its 2020 IPO, retiring 500,000 shares on July 15 and introducing an RSU plan for employees.

Korea Disinformation Law: NAVER, Kakao Named—Posters Pay

South Korea's telecom regulator on the morning of July 8 formally notified eight online platforms that they are now subject to a revised Information and Communi

Kakao (035720.KS) Targets Cut as AI Revenue Remains Unproven

Kakao Corp (035720.KS), the operator of Korea's near-ubiquitous KakaoTalk messaging app and one of the country's two dominant internet platforms, has drawn pric

Korea Raises Bar for Subsidiary IPOs, Targeting Korea Discount as HD Hyundai Robotics and Kakao Mobility Eye Listings

Korea's FSC and KRX published draft dual-listing guidelines on July 6, requiring parent companies to obtain minority shareholder approval before separately listing subsidiaries. The rules affect planned IPOs including HD Hyundai Robotics and Kakao Mobility.

Korea's Fake News Law Takes Effect July 7: Kakao and Naver Face New Platform Liability Rules

South Korea's revised Information and Communications Network Act takes effect July 7, 2026, exposing Kakao (035720.KS) and Naver to punitive damages and CEO liability for content moderation failures.

Lotte Group Nears KRW 1.3 Trillion Sale of Rental Unit to TPG, Igniting Kakao Mobility Merger Speculation

Lotte Group sells 61.18% of Korea's top car-rental firm to TPG at KRW 58,000/share, a 25% discount vs Affinity. TPG may merge it with Kakao Mobility for a KRW 8T mobility platform.

KakaoBank FinTech Lab Lands Four Papers at ICLR, ACL and LREC, Staking Out Korea's Bank-Side AI Safety Frontier

KakaoBank's FinTech Research Institute had four financial AI safety papers accepted at ICLR 2026, ACL (with KAIST), and LREC — covering prompt injection defense and a financial-risk AI safety taxonomy.

Kakao Workers Stage Full-Day Walkout as Bonus Dispute Deepens, Shares at 52-Week Low

Kakao union stages full-day walkout with about 2,100 participants across five entities, escalating a bonus dispute as shares sit at a 52-week low despite record profits.

Kakao (035720.KS) Workers Strike June 29 Over Bonus Standoff

Kakao Union Sets June 29 'Log-Out Day' as Full Work Stoppage, Wage Talks Still Stalled

Kakao Corp's union will proceed with a full-day work stoppage on June 29 across five group entities, as wage negotiations remain deadlocked after the company's first-ever strike on June 10.

KakaoBank to Acquire Masten Capital for KRW 24.1 Billion, Enters Capital-Finance Race With Auto Loan Ambitions

KakaoBank (323410.KS) will pay KRW 24.1 billion for a 100% stake in Masten Capital, marking its entry into Korea's auto and installment finance market by year-end 2026.

Kakao Pay Buys Out Kakao Pay Securities for KRW 173 Billion, Ending Dual-Listing Overhang and Clearing Path for Stablecoin Push

Kakao Pay will spend KRW 172.98 billion to lift its stake in Kakao Pay Securities from 72.93% to 100% by July 20, removing dual-listing concerns and accelerating its stablecoin and STO strategy.

Kakao Unveils Kanana Agentic AI at KPAIX 2026, Positions KakaoTalk as Korea's Government Service Gateway

Kakao Corp. (035720.KS) unveiled its Kanana agentic AI at KPAIX 2026 in Goyang, partnering with South Korea's government to turn KakaoTalk into a national AI service hub while launching Commerce Catalog Advertising.

Kakao Games Installs LINE Yahoo-Backed Co-CEOs, Denies Merger With LINE Games; Stock Jumps 15%

Kakao Games (293490.KS) held an EGM on June 22 to install Kim Taehwan and Lee Si-woo as co-CEOs under new parent LAAA Investment (LY Corp.), which injected KRW 300B via equity and convertible bonds. A potential merger with LINE Games was ruled out for now; Southeast Asia is the stated growth target. Shares jumped 15.9% on the session.