Kakao카카오
035720 · KOSPI · ₩KAKAO · 카카오
Broker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 6 | Hanwha Investment & Securities | [Internet] Kakao [035720/Buy] Future Strategy Needs to Become Visible | Buy | — | — | −11.0% | Read ↗ |
Calculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 28 | — | — | Cut | — | Reported by Money Today |
| Oct 26 | — | — | Cut | — | Reported by Chosun Biz |
| Oct 20 | Korea Investment & Securities | — | Cut | — | Reported by Seoul Economic Daily |
| Oct 20 | KB Securities | −32% | Cut | — | Reported by Etoday |
| Oct 15 | DB Securities | — | Cut | — | Reported by Yonhap News Agency |
| Oct 15 | — | — | Cut | — | Reported by The Financial News |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
Kakao's trailing profit is thin and its share price has fallen sharply over the past year, with the stock trading well below its 52-week high.
Kakao reported trailing twelve-month revenue of about ₩8.2T and operating income of about ₩929B to H1 2026, a 11.3% operating margin but only a 4.2% net margin. The share price closed at ₩29,550 on 2026-10-26, down 50.1% over one year and near its 52-week low of ₩29,200. The data does not describe its products or markets in detail beyond messaging, portal and related services.
What stands out
- Revenue rose from ₩7.56T in 2023 to ₩8.10T in 2025, but net income swung from a ₩1.01T loss in 2023 to a ₩491B profit in 2025.
- Trailing ROE is 3.2% and liabilities are 83.6% of equity, with cash of about ₩8.18T against borrowings of about ₩1.31T.
- Trailing free cash flow is about ₩588B, which is positive, though the data gives no breakdown of its sources.
- Valuation shows a P/E of 37.8 and P/B of 1.1, while the fair value model's base case is ₩42,896, above the current price; this is a model output, not a forecast.
- Recent filings are mostly investor relations events and an advance notice of earnings results dated 2026-10-14; news headlines cover Kakao Mobility labour talks, AI recruitment tools and Kakao Biz membership changes.
What to watch
- The full earnings results that the advance notice of 2026-10-14 pointed to, including whether net margin improves from 4.2%.
- The taxi union's request for bargaining with Kakao Mobility and any follow-up on the Kakao Biz membership changes.
- Flows in the data: foreign investors bought about ₩14.7B over 20 days while retail and institutions sold, and the exchange has made inquiries about price moves in September.
Data as of Oct 26, 2026 · written 2d ago
This is not financial advice.
Also known as: Kakao / 카카오 / 035720 / KRX:035720
Source: KRX statistical information