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Added to YB: 2025-12-29

Pitch date: 2025-12-23

3659.T [bullish]

NEXON Co., Ltd.

-1.66%

current return

Author Info

No bio for this author

Company Info

NEXON Co., Ltd. produces, develops, distributes, and services PC online and mobile games in Japan and internationally.

Market Cap

JPY 2.9T

Pitch Price

JPY 3.8K

Price Target

N/A

Dividend

1.60%

EV/EBITDA

16.43

P/E

26.99

EV/Sales

5.09

Sector

Entertainment

Category

growth

Show full summary:
Nexon Co ($3659) ARC Raiders: Sales Under-Disclosure + Re-Accelerating Engagement Create Expectation Mismatch

3659.T: ARC Raiders unit sales likely 8-10M+ vs mgmt's conservative 4-5.5M Q4 guide; Alinea Analytics tracks 7.7M through Nov. Engagement re-accelerating: weekend peak players +17% to 386k, YouTube searches +45%, Twitch viewers doubled to 100k+. Improving metrics signal higher ARPU potential & positive revision risk.

Read full article (2 min)