ネイバー035420.KS

ネイバー（035420.KS）2026年2Q決算プレビュー：AI広告始動、8月7日に向けた3つの焦点

ネイバーの2026年2Q決算は8月7日発表予定。市場コンセンサス営業利益は₩5,727億（前年同期比+9.8%）。注目点3点：FIFAコスト負担、7月21日開始のAIブリーフィング広告、NVIDIA10億ドル提携による希薄化。

韓国市場週間展望：2026年8月3〜8日 — ネイバー決算、通信株の二極化、半導体サイクルの余波

ネイバーQ2決算は8月7日発表（営業利益コンセンサス5,727億ウォン、前年比+9.8%）。SKテレコム+56% vs KT -40%と通信株が二極化。サムスン電子・SKハイニックスが過去最高四半期を記録する一方、アップルがDRAM需要に警戒感。韓国銀行は8月中旬に金融政策決定会合を開催。

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.

Naver vs Coupang 2026: KRW 33 Billion Kurly Bet and First Fulfillment Centers Reset Korea E-Commerce Race

Naver injected KRW 33B into Kurly (stake to 6.2%) and is scouting its first fulfillment centers as Coupang data breach handed Korea No. 2 a 45% MAU surge.

Korea's Financial Giants Enter Crypto as Mirae Asset Clears Korbit Deal While Naver-Dunamu Tie-Up Stalls

Korea's FTC approved Mirae Asset Consulting's ₩133.5B (92.06%) acquisition of Korbit on July 9, marking Korea's first financial conglomerate takeover of a licensed crypto exchange. Meanwhile, Naver Financial's ₩15.1T deal for Upbit operator Dunamu has been pushed to a December 31 deadline amid antitrust and regulatory uncertainty.

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

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.

Hyundai Unveils 8th-Gen Avante With Gleo AI and Naver Integration, Sets Q3 Order Launch as Pleos Connect Expands to Second Model

Hyundai Motor's 8th-gen Avante debuts Gleo AI and Naver integration via Pleos Connect at Busan Mobility Show, with a larger cabin and 26hp engine boost. Orders begin Q3 2026.

Naver Opens AI Tab to 50 Million Daily Users, Aims to Turn Search Into a Transaction Layer

Naver (035420.KS) rolls out HyperClova X-powered AI Tab to all 50M daily users after 4M-user beta. Product card CTR hit 20%+; real estate and health agents planned for H2 2026.

NAVER (035420.KS) +13.7% on NVIDIA Gigawatt AI Factory Pact

Three Samsung Affiliates Buy 4% of Upbit Operator Dunamu for ₩612.8 Billion, 33 Days Before Naver Absorption

Samsung Securities, SDS, and Card will jointly acquire 4% of Dunamu (Upbit's parent) for KRW 612.8 billion ($447M), 33 days before Naver Financial absorbs Dunamu in a KRW 15.1 trillion stock swap.

Hanwha Lifts Dunamu Stake to 9.84% in $432M Deal Three Months Before Postponed Naver Merger Vote

Hanwha Investment & Securities (003530.KS), the brokerage arm of Korea's Hanwha conglomerate, said on May 20, 2026 its board approved the cash purchase of 1,361

Naver Hits Record ₩602B Quarterly R&D as Kakao Trims Spend, Pivots to OpenAI and Google

Seoul — Naver (035420.KS), the Korean internet and AI services group behind the country's leading domestic search engine, spent ₩602.0 billion ($439 million) on

Uber, Naver, Alibaba Circle Korea's ₩8 Trillion Baemin as Delivery Hero Seeks Exit

Delivery Hero is selling Baemin for up to ₩8 trillion, with Uber, Naver, and Alibaba in active due diligence — but KFTC antitrust risk and slowing delivery growth...

Naver Shares Jump 5% on Speculation It Will Bid for Baemin Operator

Shares of Naver (035420.KS), the operator of Korea's dominant search portal and a sprawling commerce, fintech and AI stack, jumped more than 5% on Thursday, May 14,

NAVER (035420.KS), Kakao Hit Record Q1 but Lag KOSPI Rally

NAVER Corporation (035420.KS) FY2025 Financial Analysis: Revenue Hits ₩12 Trillion as Commerce Surges 26%

NAVER Corporation reported record FY2025 revenue of ₩12.04 trillion (+12.1% YoY), with Commerce surging 26.2% to become the fastest-growing segment. Operating income rose 11.6% to ₩2.21T, while net income dipped 5.9% due to a 54% tax surge and absence of FY2024 one-off gains. Free cash flow declined to ₩1.86T as CapEx more than doubled amid aggressive AI infrastructure investment.