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Finance

Korea stocks outlook: KOSPI loses momentum as FOMC, chipmakers and Big Tech earnings in focus

South Korean stocks are expected to seek direction this week as investors watch the U.S. Federal Open Market Committee and earnings from domestic semiconductor firms and U.S. Big Tech. The KOSPI and Kosdaq posted sharp losses as risk aversion rose amid Middle East tensions, higher oil prices and rising U.S. Treasury yields. Analysts said profit forecasts have not deteriorated materially, and chip and AI-related guidance, foreign flows and Fed policy signals will be key drivers.

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.