1. Kakao Pay’s NDR: What’s Happening?

Kakao Pay will hold a Non-Deal Roadshow (NDR) for domestic institutional investors on August 6th, 2025. The primary focus will be the release of Q2 2025 earnings and the sharing of future business strategies.

2. Q1 Performance and Market Context: Why It Matters

While Kakao Pay saw growth in DAU, ATPU, and ARPU in Q1 2025, it also reported an operating loss. The company faces intense market competition and is susceptible to external economic factors. While Kakao Pay plans to expand into new business areas, the success of these ventures remains uncertain. Recent stock price increases have been volatile, making the NDR announcements potentially highly impactful.

3. Key NDR Takeaways and Stock Price Outlook: What to Expect

  • Positive Catalysts: A return to profitability in Q2, continued growth in DAU/ATPU/ARPU, tangible progress in new businesses, and presentation of a clear profitability improvement strategy.
  • Negative Catalysts: Disappointing Q2 results, struggles in new business ventures, and worsening macroeconomic indicators (interest rate hikes, rising commodity prices, etc.).

Positive announcements could boost the stock price, while negative news could lead to a decline.

4. Investor Action Plan: What Should You Do?

Investment decisions should be made carefully after thorough review of the Q2 earnings and future strategies presented at the NDR. Pay close attention to the potential impact of external factors and Kakao Pay’s risk management strategy. A long-term investment perspective is recommended, given the potential for short-term volatility.