Naver, Kakao ... 3Q performance is also sunny

In recent years, the voice of the platform is a voice on the platform regulation, and Naver and Caca are expected to record the maximum performance in the third quarter.

This is because it has become a growing growth in a variety of businesses such as advertising, icmermouth, content.

According to the 18th F and Guide, sales of Naver s third quarter sales are expected to reach W1.728.8bn and operating profit is 319.2 billion won. This increases by 27% and 16% YoY, respectively, respectively. Sales will be expected to record the maximum number of thought.

I am a business, such as Naver, Ikorumus, Webtoon ...

During a while, Naver was the government and the National Assembly platform regulatory blade. Naver was not aimed at directly, but it was a platform company, but the share price fell. However, there is a recovery in recovery because it has a large number of contributions that this adjustment width is over.

In the securities prices, after this regulatory issue, Naver s performance is expected to be more expensive.

In particular, it is because it is expected to grow steadily due to favorable contents, such as Ikumers and Webtoon, which is attracting attention in the uninterested times. Naver has recently launched E-Mart Mall and entered into a collaboration with SSG.com s in earnest. Through this, we plan to strengthen their fresh food competitiveness and take advantage of the online strap market.

Sooner later, I will launch a smart store through the line in Japan and expanded the Ikomers business abroad.

It is also possible to view the webtoon with the prospect of the content business. Content IP business is expanding on Naver Webtoon and Wat Pad, and Japanese books are active in the ebook business.

Cacao, advertising Tokbids sales ...

The grades of cacao are good in Naver. The third quarter sales of Cacao are expected to be W1.6648.8bn and operating profit is W225.6bn. This increases by 49% and 87% YoY, respectively, respectively.

It is still expected that advertising Tokbids sales based on KakaoTalk are expected to increase, and Pin Tech and Mobility business are also expected to contribute to sales.

In Cacao s Eucumbers business, CacaoTalk presence is promoted and has increased sales and Kakao Fei transactions.

Cacao received a lot of regulatory attacks of toxic political rights. The criticism of the criticism of the goal rights, and the noise on the taxi platform was severe with the expansion of the Oct.

Therefore, I often called the trial this year. Kim Bum-soo, as well as the Chairman of the Cacao, a feminine Cacao representative, This month, 21st Science and Technology Information Broadcasting Communications Committee is attended by Kim Bum-soo as a witness.

Like Cacao, Naver, the share price was shaken for a while, but there are a lot of opinions that there is no problem in growth. It is because it is necessary to recover according to the improvement or direction of improvement or direction of business that is not yet necessary to remain in the status of the state.

Both companies are expected to grow in the second half of the year in the second half of the year in the second half of the year.

Industry officials said, I am firm, but if the platform regulation of the government and the National Assembly is firm, the corporations have set the details of the details, said it will not be able to hit the growth in the long term.