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Games & Commerce

Kakao expands AI commerce tests; payment is key beyond recommendations

Kakao is expanding AI commerce experiments inside KakaoTalk, aiming to keep users within the app from recommendation and search to booking and payment. The company has added a “Special Friend” gift feature and strengthened the “Kanana” place agent to broaden recommendations and enable reservations. Analysts say monetisation depends on whether recommendations translate into completed transactions and payments within KakaoTalk, not just feature launches.

Games & Commerce

NCSoft still undervalued despite earnings rebound; spotlight on Aion2 global launch

NCSoft is expected to extend earnings improvement in the second quarter on the back of Lineage Classic’s strong performance, wider direct payments and consolidation of JustPlay, analysts say. The market consensus calls for 681.2 billion won in revenue and 129.4 billion won in operating profit. Despite the rebound, securities firms put its forward 12-month PER at around 11. Investors are focused on whether Aion2’s September global release will prompt a valuation re-rating.

Games & Commerce

Naver, Kakao face growing pressure to deliver AI results despite record second-quarter outlook

Naver and Kakao are expected to post their best-ever second-quarter sales and operating profit, but both are struggling to gain market traction as their share prices remain weak. Naver hit a 52-week high last month before falling to a fresh 52-week low, while Kakao saw broker target prices cut despite an expected jump in operating profit. Analysts say the market is weighing the lack of clear, measurable AI business contributions, making second-half AI performance the key focus.