Korea Stock Market Insights

Tag: Legend of Mir

  • WeMade’s Treasury Stock Disposal: What Investors Should Know (September 2025 Analysis)



    WeMade's Treasury Stock Disposal: What Investors Should Know (September 2025 Analysis) 대표 차트 이미지






    1. WeMade’s Treasury Stock Disposal: What Happened?

    WeMade has decided to dispose of 21,666 common shares (approximately KRW 400 million) to facilitate the exercise of stock options. This represents a negligible portion (0.00%) of the total outstanding shares.

    2. Why the Disposal?

    The disposal is a procedural measure related to the exercise of stock options granted to employees. It’s a pre-planned event, distinct from raising new capital or a treasury stock buyback.

    3. What Does This Mean for Investors?

    The direct impact on fundamentals is expected to be minimal in the short term. The small scale of the disposal can be interpreted as a shareholder-friendly policy and a move to motivate employees.

    4. WeMade’s Present and Future: Investor Action Plan

    • Weak H1 2025 Performance: Decline in revenue, operating and net loss. Impacted by intensified competition in the gaming market and increased investment in blockchain business.
    • Positive Factors: Efforts to improve financial soundness, competitive strength of the ‘Legend of Mir’ IP, growth potential of the blockchain gaming market.
    • Key Variables: Utilization of ‘Legend of Mir’ IP, performance of the blockchain business, outcome of the lawsuit with Actoz Soft.
    • Investment Strategy: Focus on long-term growth strategy and earnings improvement rather than short-term volatility. Consider business competitiveness, new game launches, blockchain business performance, and legal risk management capabilities comprehensively.

    Investors should focus on WeMade’s business competitiveness and growth potential rather than the treasury stock disposal itself. Continuous monitoring is crucial to identify investment opportunities.



    FAQ

    Will WeMade’s treasury stock disposal negatively impact the stock price?

    No. The disposal is related to the exercise of stock options and is too small to significantly impact the stock price.

    What is the outlook for WeMade’s blockchain business?

    While the blockchain gaming market has high growth potential, it is still in its early stages. It remains to be seen whether WeMade’s blockchain ventures will translate into substantial profits.

    What should investors consider when investing in WeMade?

    Factors to consider include intensifying competition in the gaming market, uncertainty surrounding the blockchain business, and the ongoing lawsuit with Actoz Soft. A long-term perspective focused on business competitiveness and growth potential is crucial.









    WeMade's Treasury Stock Disposal: What Investors Should Know (September 2025 Analysis) 관련 이미지
    WeMade's Treasury Stock Disposal: What Investors Should Know (September 2025 Analysis) 관련 이미지




  • WeMade Faces Double Whammy: Poor Earnings and Lost Lawsuit. What Should Investors Do?

    WeMade Faces Double Whammy: Poor Earnings and Lost Lawsuit. What Should Investors Do? 대표 차트 이미지

    1. What Happened to WeMade?

    WeMade reported dismal H1 2025 earnings, with revenue of ₩258.6B and a net loss of ₩48.9B. The slump in the mobile game sector and slow growth in the blockchain business are cited as the main reasons. Furthermore, the company recently lost a lawsuit filed by former and current employees, requiring it to pay approximately ₩9.9B.

    2. Why Did This Happen?

    Struggling Game Business: Increased competition in the mobile game market, lack of new titles, and aging of existing IPs are contributing factors. While the ‘Legend of Mir’ IP licensing business generates stable revenue, its contribution to overall sales is minimal.
    Uncertainty in Blockchain Business: WeMade is expanding its blockchain business centered around the ‘WEMIX’ platform, but volatility in the cryptocurrency market and regulatory issues hinder significant achievements. The success of ‘Night Crow Global’ will be a crucial factor in the future of this business.
    Lost Lawsuit: The lost lawsuit against former and current employees damages the company’s image and adds financial burden.

    3. What’s Next for WeMade?

    WeMade needs to leverage its ‘Legend of Mir’ IP, expand its licensing business, and focus on developing blockchain games to secure long-term growth engines. It must also strengthen its financial health by managing debt and reducing debt ratios.

    4. What Should Investors Do?

    • In the short term, be wary of increased stock volatility. Carefully monitor WeMade’s performance improvement and the outcome of its blockchain business, adjusting investment strategies accordingly.
    • In the long term, pay attention to the growth potential of WeMade’s IP power and blockchain business. Consider the success of ‘Night Crow Global,’ new game releases, and improvements in financial health when formulating long-term investment strategies.

    Frequently Asked Questions

    What are WeMade’s main businesses?

    WeMade’s main businesses are game development and publishing, IP licensing, and blockchain.

    Why are WeMade’s recent earnings so poor?

    Several factors contributed, including increased competition in the mobile game market, lack of new titles, aging of existing IPs, and uncertainty in the blockchain business.

    What is the outlook for WeMade?

    WeMade is aiming for growth through the expansion of its ‘Legend of Mir’ IP-based business and blockchain game development. The success of ‘Night Crow Global’ will be a critical factor.

    WeMade Faces Double Whammy: Poor Earnings and Lost Lawsuit. What Should Investors Do? 관련 이미지
    WeMade Faces Double Whammy: Poor Earnings and Lost Lawsuit. What Should Investors Do? 관련 이미지