Search results for LS Securities
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.
Finance
Brokerages upgrade AI-based mobile trading apps, but frequent outages remain task
South Korean brokerages are adding AI-driven features to mobile trading systems, including market summaries, stock reports, video content and real-time issue analysis. Firms cited include Kiwoom Securities, Woori Investment & Securities, Toss Securities, Shinhan Investment Corp and Daishin Securities. The push has also raised expectations that MTS could evolve beyond trading into a broader platform. Persistent system outages and strained call-centre access remain key problems, as regulators warn of penalties for failures tied to weak internal controls.
Finance
Securities industry enters first annual meeting season after Commercial Act revision; what to watch
South Korea\'s securities industry has entered its regular annual shareholder meeting season, the first since a revision to the Commercial Act. Firms are reviewing governance changes, CEO appointments and shareholder return policies as well as performance. Key items include management lineups, revisions to corporate charters in line with the amended law, and expanded shareholder returns through dividends and treasury share cancellations. Some brokerages are keeping current leadership while others move to new CEO structures.
