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Industry

Global ESG focus shifts to governance, South Korean companies face urgent response

The focus of global ESG is shifting rapidly toward corporate governance, as shareholder proposals in the United States increasingly target board structure and capital policy. In South Korea, a series of Commercial Act revisions and mandatory treasury share cancellations are strengthening governance rules and raising pressure on major groups. Some companies are moving early to cancel shares, while others are adding exception clauses or reshaping board structures, prompting warnings of longer-term governance risk premiums.

Games & Commerce

Naver, Kakao set to post record first-quarter results led by commerce and ads

Naver and Kakao are expected to post record first-quarter results, driven by commerce and advertising. Naver’s revenue is forecast to rise 12.8 percent to 3.14 trillion won, with operating profit up 11 percent to 560.9 billion won, led by strong commerce growth. Kakao is expected to report revenue of 2.01 trillion won and operating profit of 179.5 billion won, up 70.3 percent, on KakaoTalk ad growth and efficiency moves.

Industry

Naver commerce revenue share and user base climb; what is driving the growth?

Naver’s commerce business is extending a steep growth run, with its share of total revenue topping 30 percent for the first time and shopping app users reaching record highs. Multiple factors are seen driving the gains, including a revamped fee structure, expansion of overseas consumer-to-consumer platforms, efforts to strengthen fresh food offerings and the introduction of a shopping AI agent. Brokerages expect strong growth to continue this year.