Foreigners Asked Questions

We introduce Korean stock. We visited ' SM Culture & Contents Co Ltd'  on 11th of Oct. 2018. They are located just beside Chungdam subway station. Map Wikipedia Website We made an appointment to meet on 10:30 am. The had a beautiful cafeteria in ' SM Culture & Contents ' as well. You can see lots of beautiful goods in the cafeteria. What a wonder Korea it is!! Here is a beautiful restaurant in ' SM Culture & Contents '. You can feel nice atmosphere. What a wonder Korea it is!! We took an elevator at here. Even elevator looks very pretty. They are trying to use YouTube as their new channels for shows. They also have a Billiards show from the famous Korean comedians. Billards YouTube Exo's Game YouTube Bloomberg Quote Investment Points 1. Contents - They have lots of Korea Drama contents, and they keep trying to make better ones. 2. Profitab...

We introduce Korean stock. We visited ' CUBE ENTERTAINMENT Inc'  on 10th of Oct. 2018. They are located just beside SeongSu subway station. Map Wikipedia Website We made an appointment to meet on 16:00 pm. The had a beautiful cafeteria in ' CUBE ENTERTAINMENT Inc ' as well. We drank nice teas at there. You can see lots of goods in the cafeteria. We found out that '(G)I-dle' is getting famous globally. They are high in YouTube views in Korea and Vietnam. They can compose their own songs by themselves. They are real artist group. The 'Cube Entertainment' support all their singers to compose their own songs. They will also release new Boy Group on the first head of 2019. What an amazing thing thing it is! (G)I-DLE Bloomberg Quote Investment Points 1. Contents - '(G)I-dle' song 'Han' reached 75M youtube clicks in 5 months. 2. Profitability - They turned to Black Ink in the Operating Profit on ...

We introduce Korean stock. We visited 'Aurora World' on 8th of Oct. 2018. They are located just beside Samsung subway station. Bloomberg Quote Investment Points 1. Contents - 'Yoohoo' is popular in Europe. 2. Assets - They own expensive building in Samsungdong. This area will develop in near future. 3. Passionate employees- They worked until late, even it was just before holiday. We had our meeting at from 16:00 ~ 17:00. Website We made an appointment to meet on 16:00 pm. The had a beautiful cafeteria in 'Aurora World' as well. The IR team manager bought us very delicious banana snack and Ice Americano. You can see lots of dolls in the cafeteria. After IR meeting, he brought us to the office. We saw lots of other dolls, and workers from 'Aurora World'. They worked hard until late. We found out that 'Yoohoo' is very famous in Europe. They even sell in McDonalds in Europe. What an amazing thing thing it is! You can watch ...

We introduce Korean stock. We visited Neowiz Holdings on Sep. 27th. They are located in Pangyo. Map Website Their business hours are from 9:30 am. ~ 6:30 pm.. We made an appointment to meet on 10: 30 am. The had a beautiful cafeteria. The IR team manager bought me Ice Americano. It was just KRW 1,000 in that place. We moved to the meeting room on the basement of that building. The are holding company which holds various companies under. But, the most part of consolidated sales comes from Neowiz, which develop and publishes PC Online game. It was not big hit in Korea. It was all right in Japan. Guess what? They are developing MMORPG for X-Box to release at the first quarter of 2019. They also have subsidiary company called GameOn in Japan. They will publish 'Air' in 2019. This game is developed by Bluehole, who made worldwide PC and video game called Battleground. We can expect extra profit from this as well. Bloomberg Quote Investment Points 1...

I visited Dexter Studio on 14th Sep., 2018. We visited Dexter Studio in the morning. The IR staff welcomed us at 10:00 am.. Here is the website for Dexter Studio. Click "Nothing great in the world has been accomplished without passion" (Dexter main homepage) I love this word, hope this company grows in this innovated spirit. They are located near to DMC subway station. Click Sales of 2018 1H are 12,646M; 4,682M for domestic, 7,964M for international market. Operating Profit of 2018 1H is -5,934M, and Net Profit is -5,971M. -> Sales are pretty same to last year, but the profitability got better compare to last year. But, the profit is still in red ink. The company told us it will get better by the first Quater of 2019 since the profit from 'Along with Gods' will generate by that period. The other variable is whether 'Along with Gods' allowed to show in cinemas in China. What we recommend in the current situation is that to hold until the en...

I visited Great Rich Technologies IR session on 23rd Aug of 2018. Bloomberg Quote Company Info I did not know much about this company before. All that I know was that they are from China and valued very low since there is mistrust issue in Korea. 1. They were trying merger Korean Company to expand their business. One of companies they were looking for manufacturer in Korea. 2. The sales were growing pretty good due to the new factory. The Operating rate of new factory is continuously growing. It will reach 71.7% in the year of 2018. 3. The Gross margin rate is decreasing, but still the numbers were still growing.The gross margin rate will develop due to will go up again since the operation rate of new factory increases. 4. Sales portion of optical adhesive film, window film are growing. 5. The depreciation cost will remain high since it includes expenses for new factory. 6. The operation margin decreases a little due the increasing R&D costs. #askajumma #Won...

August 24, 2018 2:30 pm - 3:30 pm (at Korea Investment & Securities) Vatech Sales of KRW 218.8 billion and operating profit of KRW 39.0 billion. Sales grew by KRW 40.2 billion (22.5%) and operating profit increased by KRW 9.1 billion (30.5%) Maximum annual sales and operating profit > US: Continuous high growth through premium brand, increase in sales proportion of green products > Growing Chinese market, expanding new Asian market including Japan Achieved maximum annual operating profit > OP margin improved to 17.8% > 1.1% p increase compared to the previous year (16.7%) due to the change in mix of high value-added products such as Green 18Q 2Q Results 3D portion / sales continuously expand > 3D: YoY QoQ portion and sales grow , 2D: YoY sales grow > Acquired China Green Smart sales certification (June 2018) Greater proportion of green sales in 3D > Green Category > Green = Recognition of Premium Brand (Green Membership, 10-Year Warranty...

JYP Entertaiment Investor Relations (2018.08.14 at 3 pm. in Yeouido, Korea) Company Site (Click) 1. Maintain steady growth from major artists and qualitative growth of sales > Sales: W31.5bn (+ 10.6% YoY) > Operating profit: W9bn (+ 30.9% YoY) > Net profit: W7.3bn (+ 7.6% YoY) > Rapid sales growth of music/concert and overseas sales: Music (41.2% YoY), performances (52.3% YoY), China related region (YoY +23.8%), other region (YoY +57.1%) 2. 1H Sales by Business Sectors (Previous Year -> Current Year) > Music/Sound : 7.5 billion -> 10.6 billion > Concert: 4.65 billion -> 7.09 billion > Others: 7.62 billion -> 6.7 billion (YouTube 2.0 billion in the previous full year -> 1.9 billion in the 1H of 2018) 3. 1H Sales by Region (Previous Year -> Current Year) > Domestic: 17.7 billion -> 18.9 billion > Japan: 5.33 billion -> 4.99 billion > Greater China: 2.76 billion -> 3.42 billion > Others Overseas: 2.67 ...

SM ENTERTAIMENT GROUP EARNINGS RELEASE (2018.08.14 at 4 pm. in Yeouido, Korea) www.smentertainment.com/Overview/Introduction Bloomberg Quote 1. FY2018.2Q HIGHLIGHTS First-half consolidated sales of W235.1bn, reached the highest sales in the first half > TVXQ single tour 1 million reached > Reached highest sales due to the earnings growth in the song-selling and advertising business > Japan: 1.1 million audience in the first half of the year, YOY 70% increase > SMS C&C, expected record-high quarterly sales turnaround due to increased advertising sales 2. Major breakdown in 2H > Rapid revenue growth from global video platforms such as YouTube > Established Music Creative Partners Asia with seven domestic companies including YG, JYP, and Big Hit, and expect royalties to increase from strengthened bargaining power to YouTube > Expansion of Korean Netflix 'oksusu' contents investment, and increase in SM C&C profitability due to expansion...