1. Studio Dragon IR: What to Expect
The Studio Dragon IR, scheduled for 9:00 AM on August 11th, will be held as a domestic NDR (Non-Deal Roadshow). The company is expected to address the Q1 earnings slump and present its future growth strategies and current management status, followed by a Q&A session.
2. Q1 Earnings Disappointment: What Went Wrong?
Studio Dragon reported weak Q1 2025 earnings with revenue of KRW 133.8 billion (-30.3% YoY) and operating profit of KRW 4.3 billion (-80.1% YoY). The decline in the number of drama broadcasts and the underperformance of new releases are cited as the main reasons. However, its strong IP portfolio, global market expansion, and new business ventures remain key long-term growth drivers.
3. Unstable External Environment: What’s the Impact?
- The global economic downturn and increasing exchange rate volatility could lead to a contraction in the advertising market and negatively impact profitability from overseas businesses.
- Rising raw material prices and interest rates may lead to increased production and distribution costs and hinder investment.
4. Post-IR Stock Outlook
The new business strategies, responses to external environmental factors, and future earnings guidance presented at this IR are expected to significantly influence investor sentiment. Careful monitoring of the IR announcements and market reactions is crucial for developing a long-term investment strategy.
5. Investor Action Plan
Carefully review the IR details. If you are confident in the management’s vision and strategy, consider a long-term investment. However, be mindful of short-term stock volatility. Investment decisions should be made at your own discretion and responsibility.