1. SAMG Entertainment IR: What to Expect

SAMG Entertainment will host its IR presentation on August 19, 2025, at 9:00 AM, announcing its H1 2025 earnings, key business updates, and future management plans. Investors are particularly interested in the continued growth driven by its strong IP and the company’s global expansion strategy.

2. Why It Matters – Growth Potential and Investment Points

SAMG Entertainment has successfully diversified its business based on its strong IPs, achieving stable revenue growth. Collaborations with SM Entertainment and Hyundai Motor demonstrate the potential for IP expansion and new revenue streams. Building on its success in China and Japan, the company is actively pursuing global market expansion, highlighting its long-term growth potential.

3. Key IR Takeaways and Investor Action Plan

  • Key Messages: The company needs to clearly present its positive financial performance, including KRW 31.2 billion in net profit for H1 2025, along with its global market entry strategy and new IP development plans.
  • Risk Management: Addressing potential risk factors like accumulated deficit, declining R&D investment, seasonality of sales, and macroeconomic uncertainties is crucial.
  • Key Focus Areas:
    • Earnings: Net profit and operating margin
    • Global: Overseas expansion strategy
    • New IP: Development plans beyond ‘Catch! Teenieping’
    • Risk Management: FX volatility and R&D investment plans

4. SAMG Entertainment’s Future: Unveiled at the IR

This IR presents a valuable opportunity to assess SAMG Entertainment’s growth story and identify investment opportunities. We recommend closely monitoring the IR results and subsequent business developments to inform your investment strategy.