Naver Twitch Traffic Swallows 1 Trillion Business Value

(1)Naver Twitch Traffic Swallows 1 Trillion Business Value
(2)Reporter Shin Min-kyung ☆

(1)Daol Investment & Securities predicted on the 6th that the current stock price is at a low level compared to the historical valuation of 30 times, and that it will be more attractive when interest rates are cut. However, as there is a lack of trigger to boost the stock price, the performance of game streaming platform Zizik will be the key.” Accordingly, the target stock price and investment opinion maintained the existing KRW 300,000 and purchase, respectively
(2)Researcher Kim Ha-jung said in a report, “Naver’s game streaming service Zizik will officially come out next year after the beta launch on the 19th.” “The main goal is to attract traffic from Twitch, a global streaming platform that is withdrawing its Korean business. The market is expected to be separated from competing platforms that aim for broadcasting with less regulations and restrictions.”

(1)At the same time, if you secure traffic from the competitive platform Twitch, your business value will be over KRW 1 trillion
(2)I made an analysis that it would work He’s working with communities such as Naver Cafe and Blog
(3)We look forward to the linkage and expansion of the main business performance such as advertising and commerce Amazon also said it should consider that it acquired Twitch for $970 million in 2014 when sales and traffic on Twitch were minimal
(4)Twitch’s sales last year are estimated at $2.8 billion, or about 3.5 trillion won The portion of viewing time of Korean broadcasts in Twitch is 6. Applying this, the sales of Twitch in Korea are estimated to be about 203.6 billion won last year This is interpreted as reflecting user traffic similar to competitors’ last year’s sales of KRW 344 billion
(5)Researcher Kim said, “Since competing platforms have failed to secure traffic due to differences in broadcasting culture or streaming performance issues, Zizik’s capabilities are expected to be key,” adding, “The initial performance is positive as streamer Nokduro, which ranks fourth in the market share of Twitch time in Korea, and major streamers centered on e-sports broadcasting are considering the transfer of Naver platforms.”

(1)He Does Not Have Trigger In Current Stock Price Here’s Created In Recent SearchAI
(2)Although the service CUE has been updated, the market’s interest revealed in the stock price is low. Although the position is still in the early stages of the business, it expects it to be a trigger to highlight its valuation attractiveness by securing successful traffic
(3)Shin Min-kyung, a reporter for Hankyung Dotcom, radio hanyungcom