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Finance

Kakao valuation method shifts after split as AI premium faces X discount

Kakao\'s decision to split into KakaoAI and KakaoX is changing how investors assess its shares. Analysts had cited a conglomerate discount as a key reason the stock traded well below sum-of-the-parts value, but initial market reaction was negative. The issue is now seen as two separate challenges: a net asset value discount applied to KakaoX and whether KakaoAI can justify a higher AI valuation multiple through revenue growth and monetisation.

Games & Commerce

KakaoX role shifts after spin-off as it seeks new growth engines

Kakao’s planned spin-off will separate KakaoTalk and AI operations from the remaining company, KakaoX, reshaping KakaoX into a future-value investment company. KakaoX will manage stakes in key affiliates and deploy about 6.4 trillion won in investment capacity to support existing units and invest in new businesses and innovative firms. It will focus on areas such as virtual assets, physical AI and global fandom, while returning part of investment gains to shareholders.

Games & Commerce

Kakao to split Kakaotalk and AI unit in bid to redesign growth structure

Kakao will separate its Kakaotalk and artificial intelligence businesses into a separately listed company, saying the market is not fully reflecting the value of its businesses. The company approved a human split into newly created KakaoAI and surviving KakaoX, with existing shareholders to receive shares in both. Kakao set targets for AI user growth and revenue through 2030 and also disclosed shareholder return plans, including a 300 billion won treasury share buyback and cancellation plan.