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Games & Commerce

NCSoft forecasts 1,681 percent jump in Q1 operating profit as revenue structure shifts

NCSoft is expected to post a 1,681.5 percent surge in first-quarter operating profit from a year earlier, as its revenue structure shifts rather than benefiting only from a low base effect, an analysis said. Forecasts put Q1 sales at 518.1 billion won and operating profit at 93.0 billion won. Analysts cited contributions from Aion2 and Lineage Classic, while noting lingering cost pressures and the importance of Aion2’s global launch.

Industry

Battery industry profit recovery comes into view as lithium prices rise

South Korea\'s battery industry is seen entering a broader uptrend from the first quarter as lithium carbonate spot prices more than doubled to the low $20s per kg. Delayed mine restarts in China tightened supply while strong energy storage system installations supported demand. From the second quarter, higher lithium prices are expected to be reflected in cathode material selling prices, enabling provision reversals and improving profitability. Export data show rising cathode volumes and prices.

Games & Commerce

Naver, Kakao shares lag despite solid earnings as AI monetisation delays cut valuation expectations

Brokerages forecast record first-quarter results for Naver and Kakao, but their shares keep falling this year. Analysts say weaker visibility on monetising artificial intelligence is lowering valuation expectations. Securities firms have cut target prices for both companies. For Naver, rising infrastructure and promotion costs and delays to a blockchain-related merger are weighing on sentiment. For Kakao, investors are watching the super-app push and proof of AI agent utility.