The Korean game market continues to fail... When will the era when people develo

The Korean game market continues to fail... When will the era when people develop with their passion come back? NCsoft bought Entry level at a cost of 108.5 billion won in 2012
12 Years of Accumulated Entry Deficit 61.7 Billion... Closed This Month

Smilegate Holdings Sells All Stakes In WeMade Play

Smilegate Holdings is estimated to have sold its stake in WeMade Play for a total of 109.6 billion won. It is estimated that it lost about 46.9 billion won compared to the cost of purchasing the stake in Sunday Toz (155.9 billion won).

Netmarble, Metaverse Business to Organize Sonja Company
Line Games Acquires Game Development Company, But Its Performance Is Poor

"We are actively cooperating not only in the game industry but also in the IT industry as a whole," said Kim Jung-tae, a professor of game science at Dongyang University. "The price of developers has increased along with the keyword metaverse over the past two to three years. This has contributed to the growing size of game companies." "The advent of artificial intelligence (AI) and ChatGPT has accelerated the timing of restructuring," he said. "When making mergers and acquisitions or investments, we need to consider how successful we will be in the technology sector and whether we can secure key developers."
1. Oh my god, that PBR theme is not funny. You have to live a long life and watch it.

2. If you think about it, I think I saw it twice in 20 years.

3. It means that people with good returns have had a hard time for a long time. We need to make a living together. Eat a lot.

4. Looking back on past experiences, when the low PBR theme appeared, it was the end of liquidity that the market no longer found the theme.

5. Still, the difference was that the market was a natural supply and demand shift from the long-term surge + low-interest rates, and now the policy has been triggered

6. I agree with the argument that PBR should be eliminated less than 1x. I have also spoken about it numerous times

7. The origin of PBR is ROE. It is natural that the ROE rises due to the increase in capital efficiency (profitable new projects or return of capital to shareholders) and the PBR rises

8. The contribution of PBR stocks, which have low rebalancing in Japan, has not been significant. The neighborhood was basically revalued by great companies

9. If the current theme is for stocks less than 1x to go 1x, someone should buy it for 1x, who?

10. They don't give any penalties to companies that are less than 1x in the first place...

11. Let's ask why the ROE of low PBR companies was so low. A high ROE is a combination of will and competence.

12. There will be companies that will take meaningless bequest for rising stock prices in this country. They are the main culprits who hurt the Korean capital market.

13. There are a lot of people who lament that the stocks that used to be premium for good management are missing, but all you have to do is ask if I bought them too expensive. Just consider the current price and long-term returns. It can't be good every month.

14. Still, it is positive that the PBR has emerged, generating overall interest in the efficiency of capital

15. Let's be good at it.