Securities Firms Turn Away from Kakao Despite Record Low Price…Still Buy Ratings but Target Prices Plunge 30%
Predicted impact: Low
Analyst target price cuts of 30% are opinion, not company news; no new company event.
Kakao카카오
035720 · KOSPI · ₩KAKAO · 카카오
₩29,800▲ ₩300 (1.02%)End-of-day · Oct 28, 2026 · End-of-day prices.
Price · 1Y −53.22%
- Market cap
- ₩13T
- Enterprise value
- ₩2.4T
- P/E
- 38.1×
- P/B
- 1.1×
- Dividend yield
- 0.3%
- ROE
- 2.9%
- Net margin
- 4.2%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−57.2% from the high
₩29,200Today: ₩29,800 – ₩30,650₩69,700
Returns
- 1W−3.7%
- 1M−12.7%
- 3M−15.6%
- 6M−38.4%
- YTD−50.4%
- 1Y−53.2%
- Volume today
- 1,398,079
- 1.0× the 20-day average
- Traded today
- ₩42B
- Listed shares
- 443,000,510
- EPS (12 months)
- ₩782
- Earnings yield 2.6%
AI research · Update noteKakao Says No Block Sale or Rights Offering, Cites ₩300B in Shareholder ReturnsThe October 20 statements remove two possible concerns, dilution through a rights offering and asset sales after the spin-off, and add a stated ₩300B shareholder return whose details are not available.Read the full report →
Upcoming dates
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Signals
Quiet- BuzzQuietBuzz 42 of 100 (50 is a normal day for this stock).
- SentimentNegativeNews: Analysts cut target prices by about 30% after the share price hit a record low. Community: 0 bullish, 0 bearish posts this week.
- MomentumWeak-10.9% over the last month; the price is below its 20-day average.
- News impactHigh103 news items and filings in two weeks; 1 rated high impact, 8 medium.
Signals describe activity, not recommendations. Not financial advice.
Knock-on effects
Kakao: "No block sale or rights offering"… ₩300B in shareholder returns
Dear USame group as KAKAO (Kakao); moved with KAKAO on 14 of its 18 biggest days
kakaopayMoves with KAKAO (corr 0.65); moved with KAKAO on 14 of its 18 biggest days
News about other companies that has, in the past, moved this stock too. Evidence-based, not a prediction.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 27: buy ₩2.4B at the close (5.5% of 20-day average trading value)
On its 7 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 5.3% of trading value and pointed the same way 7 of 7 times.
- 2× KODEX Leverage ₩1.3B
- -2× KODEX 200 Futures Inverse 2X ₩610M
- -1× KODEX Inverse ₩220M
- 2× TIGER Leverage ₩79M
- 2× TIGER 200IT Leverage ₩77M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 32 funds.
- KODEX 2000.3%
- TIGER 2000.3%
- KODEX 200TR0.3%
- KODEX Leverage2×0.3%
- RISE 2000.3%
- ACE 2000.3%
- KIWOOM 200TR0.3%
- PLUS 2000.3%
Estimated from the funds' index or underlying stock.
Futures and options
All stock futures →Futures (2026-11): 29,950
Basis +0.50% · implied rate +12.2%
Open interest 111,329 contracts
Options open interest: 20,844 calls, 29,415 puts (put/call 1.41)
Futures and options can lose more than you put in. Figures describe the market; they are not predictions or recommendations. Paper trading only.
Kakao stock overview
Kakao (카카오, KRX: 035720) is listed on KOSPI, in the Internet sector. Kakao Corp. Its shares closed at ₩29,800 on Oct 28, 2026, up 1.02% on the day, giving it a market value of ₩13T.
Key facts
- Market cap
- ₩13T
- Sector
- Internet
- Latest price change
- +1.02%
- As of
- Oct 28, 2026
- Main business
- Kakao Corp.
Quick answers about Kakao
- What does Kakao do?
- Kakao Corp. is a South Korean internet company whose business centers on its online platform services, including its messaging and portal businesses, along with related content and other services. The company's separate financial statements recognize goodwill tied to its internet portal and other services.
- What is the market cap of Kakao?
- The market capitalisation of Kakao was ₩13T at the close on Oct 28, 2026.
- Who are the largest shareholders of Kakao?
- According to the latest official filings, the largest reported holders are Kim Beom-su (24.16%, as of Jul 25, 2025); Maximo PTE LTD (5.75%, as of May 12, 2026); National Pension Service (5.39%, as of Jul 1, 2026).
- When is the next earnings report from Kakao?
- Korean companies rarely announce results dates in advance. Based on when Kakao filed the same report in past years, its next 3q results is expected around Nov 14, 2026.
- Does the National Pension Service own Kakao?
- Yes. The National Pension Service held 5.39% of Kakao shares as of Jul 1, 2026.
Company profile
Kakao Corp. is a South Korean internet company whose business centers on its online platform services, including its messaging and portal businesses, along with related content and other services. The company's separate financial statements recognize goodwill tied to its internet portal and other services. The provided excerpt does not fully describe its products, customers, or geographic markets beyond these references.
Written by AI from the company's latest annual report.
- Korean name
- 카카오
- Sector
- Internet
- Themes
- Webtoons & contentAI software & servicesInternet platformsSoftware & cloudAR, VR & XRCrypto & digital assets
- Business group
- Kakao
- CEO
- 정신아
- Founded
- Feb 1995
- Listed
- Jul 2017
- Listed shares
- 443,000,510
- Fiscal year ends
- Month 12
- Website
- www.kakaocorp.com
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Recent news
Kakao Friends Unveils 12 Products Featuring Disney's 'Chip 'n' Dale'
Predicted impact: Low
Consumer product launch; small relative to company revenue.
Kakao plans to introduce AI pre-interviews and personality tests in its hiring process
Predicted impact: Low
AI-assisted hiring process change; minor operational news already reported in last 14 days.
Recent filings
See all- Amended: Investor relations (IR) eventOct 16, 2026
- Investor relations (IR) eventOct 14, 2026
- Advance Notice of Earnings Results Disclosure (Informational Disclosure)Oct 14, 2026
- Investor relations (IR) eventOct 8, 2026
- Investor relations (IR) eventOct 1, 2026
Titles in Korean until English translations are added.
Also known as: Kakao / 카카오 / 035720 / KRX:035720
Source: KRX statistical information