A $134 Million Drama Deal: Samhwa Networks’ Turnaround Card? Samhwa Networks, grappling with severe financial difficulties, has captured market attention by signing a $134 million drama production contract. Will this deal mark a turning point for the company’s plummeting stock price? This article analyzes the details of the contract and its potential impact, highlighting key … Read more
Blitzway’s Major Shareholder Divests Stake: How Should Investors React? Concerns are rising among investors as Convergence Partners, a major shareholder of Blitzway Entertainment, has sold a portion of its stake. What impact will this news have on Blitzway’s stock price, given its unstable performance? This article analyzes the background of the divestment, its short-term and … Read more
Showbox: Drama Success Overshadowed by Movie Slump, What’s the Investor Strategy? Showbox held its investor relations (IR) meeting on August 18, 2025. Despite the success of the drama , serious sluggishness in the film division and financial risk signals have raised concerns among investors. This article analyzes the key takeaways from the Showbox IR and … Read more
CJ ENM: Balancing Growth and Profitability CJ ENM has released its H1 2025 earnings, showcasing a complex picture of growth and profitability challenges. While revenue surpassed market expectations, operating profit declined, raising questions about the company’s investment prospects. This analysis delves into CJ ENM’s performance, highlighting key takeaways for investors navigating the evolving landscape of … Read more
Can Samhwa Networks rebound amidst the K-Drama market crisis? The first half of 2025 results for Samhwa Networks, once a leading drama production company, are shocking. A 96% drop in sales, a shift to operating losses, and a surge in the debt ratio… Can Samhwa Networks overcome this crisis and rise again? This article analyzes … Read more
CJ ENM Returns to Profitability in Q1 2025: A Mixed Bag CJ ENM achieved a return to profitability in the first quarter of 2025, generating optimism in the market. However, the picture isn’t entirely rosy. While Tving’s growth and the global strength of its music business are positive, the continued struggles of the film/drama segment … Read more
Studio Dragon Q2 Earnings: A Mixed Bag Content giant Studio Dragon released its Q2 2025 earnings, revealing a complex picture. While revenue exceeded expectations, operating profit took a significant hit, turning negative and raising concerns among investors. This blog post dives deep into the results, exploring the reasons behind the downturn and offering an investment … Read more
Can Studio Dragon Turn Crisis into Opportunity? Following a weak performance in Q1 2025, Studio Dragon is seeking a rebound through its upcoming investor relations (IR) meeting on August 11th. What strategies will the company present in the face of a global economic downturn and increasing exchange rate volatility? We analyze the key takeaways from … Read more
Will Contentree JoongAng Signal a Rebound at its August 11th IR? Contentree JoongAng is holding its investor relations (IR) meeting on August 11th. After reporting a net loss in Q1, will Contentree JoongAng manage a turnaround in Q2? This IR will unveil crucial information, including Q2 earnings, updates on the Lotte Cultureworks merger, and the … Read more
Dexter’s $4.4M VFX Contract: A Sign of Rebound? On July 18, 2025, Dexter announced a $4.4 million VFX production contract for the drama . Could this be the turning point for Dexter after its Q1 loss? This article provides an in-depth analysis of the contract’s implications, Dexter’s fundamentals, stock price outlook, and actionable investment strategies. … Read more