1. NAVER After-Hours Block Trade: What Happened?

On September 17, 2025, 1.41 million shares of NAVER were traded after-hours for approximately ₩328.1 billion. The primary buyer is believed to be foreign investors, sparking considerable market interest.

2. NAVER Fundamental Analysis: Why Did This Happen?

NAVER reported strong performance in Q2 2025, with revenue and operating profit increasing by 10.6% and 12.6% year-on-year, respectively. Growth in new businesses like commerce, fintech, and cloud was particularly notable. Strong fundamentals such as reinforced AI technology competitiveness based on HyperCLOVA X, a low debt ratio (38.17%), and ample cash reserves (₩4.87 trillion) likely contributed to this large block trade.

3. Impact Analysis: What’s Next for NAVER’s Stock Price?

  • Positive Impacts: Increased foreign investment inflow, enhanced liquidity, reinforced confidence in fundamentals
  • Potential Risks: Uncertainty surrounding the counterparty and purpose of the trade, macroeconomic variables (exchange rate and interest rate fluctuations)

4. NAVER Investment Strategy: What Should Investors Do?

Investment Opinion: BUY

  • Key Investment Points: AI technology leadership, business diversification, global market expansion, robust financial structure
  • Risk Factors: Macroeconomic volatility, intensifying competition, regulatory changes

While the after-hours block trade may introduce short-term uncertainty, it can be interpreted as a positive signal for long-term investment, given NAVER’s robust fundamentals.

Disclaimer: This content is not investment advice, and investment decisions are the sole responsibility of the investor.