Top Performance Naver, Cacao, 'Clear' in 2H - content

Naver and Cacao received a good report card in the second quarter, and once again. Naver has increased in 5Q09, and Cacao has increased continuously in 17Q.

Both companies have established a plan to grow up to the second half of the year, continuing to expand new businesses such as content and commerce based on solid advertising projects. In the future, the competition of both companies with the third place in the market is expected to be more fierce.

New Business Wing Dan Naver "Sales growth in 2H11"

Naver said on the 22nd of last month, we announced that sales of W166.35bn and operating profit of W335.6 billion won, sales of W166.35bn and operating profit. This grows by 30.4% and 8.9% YoY, respectively, respectively.

Sales recorded a maximum of thought. In particular, the growth rate of quarterly sales increased continuously in 5Q. Operating profit increased despite increasing stock compensation costs.

Naver 2Q earnings are notable in earnings, that new business sales have jumped out for the first time. It also means that the new business that has invested has begun to have a proper performance.

The company expects to be able to make a look at the advertisement, as well as advertising, as well as advertising, as well as advertisements.

Han Sung Sook Naver said, "We plan to improve their search steadily in 2H, and plan advertising products such as shopping, regions, finance, and travel." "I expect to have two digits to grow in 2H".

In the commerce field, we will provide a merchant solution to build a portfolio that manages the entire process in online sales, including purchasing, payment, customer management, data analysis, and business management. Merchant solutions are ahead of our full-fledged service next year.

In addition, Naver is working on CJ Korea's Express and Shinsegae Emart, and the work is working on logistics - fresh food synergy.

One representative said, "We are prominent in the market growth related to the necessities of the necessities, and we will reinforce the lineup that he had not been lacking," We will provide fresh food and fast delivery, "said the trading of 25 trillion won in the beginning of the year, I saw it "I see".

In the second half of the year, we launched a regular subscription as a regular payment and rental, and a commitment to regular payment and rental, and the luxury goods that the new world will be promoted to the brand store.

Content business is also planning to raise global IP businesses, centering on Watpad and WebTun Studio, which has been launched in the last 2Q, and the Watpad and Webtoon Studio,

One representative launched Wat Pad Webtun Studios in the first stage of synergy between the synergies between June June, and plans to develop global content business in earnest based on more than 1 billion source IPs. " I expanded the collaboration lineup. "

However, he mentioned that he would like to improve the improvement of organizational culture and preliminarily preliminary. This is a statement that has been a staff, known as work stress and work in business stress and workplace. The Naver Council will be able to dismiss the employees of employees, and that they will organize a new organizational system by the end of the year, and they will be in management reforming.

Cacao, I have a growing business ... Advertising, Commerce Led in Mobility · Feather backing

Cacao has also been growing in 2Q, commerce, and content, and has been growing in all sectors, etc.

On the 6th, Kakao said that it has recorded sales of W1.352.2bn and operating profit of W1.62.6 billion won sales through 2Q earnings announcements. This increases by 42% and 66% YoY, respectively, respectively. OP margin is 12%.

Advertising division's sales growth is still scary. Tokbis sales grown 56% YoY, and the Biz Board has recorded a maximum annual sales beyond the last four quarters of the advertising peak season.

KakaoTalk Channel sales are also increasing 83% YoY, and they are receiving advertisers' attention. The cavity representative of the feminine Cacao said, "We will continue to grow sales growth in the second half of the year."

In the commerce sector, the transaction increased by 48% YoY. Gifts and Tokstore, and all businesses, including makers, grew evenly. "As soon as Kakao decided to merge Cacao Mus, Cacao is expected to be able to merge the Cacao Mus, and the merger between the advertisement and the commerce of the Commerce and the Commerce will be strong, did.

Cacao Mobility, a typical new business, has a large growth, respectively, and it is in progress without disrupting listing.

Cacao Mobility has increased three times a year and three times the number of cacao T taxi operation, and the surrogate service also has a good performance, such as achieving the highest transaction. In the future, we have been adding various moving means to rebound into a comprehensive transportation platform, and the recently released quick or courier service business will be expanded.

"I expect" I will be able to achieve an in-house quarter (BEP) if the sales of Cacao mobility is due to the high growth of the Cacao mobility. "

Cacao Fei's financial services division has grown 13 times higher than the same period last year. I plan to be reborn as a company that can lead the pin tech industry in the investment and loan sector.

Content business is also expected in 2H. The 2Q tourist of the Pixo Caucao, the second quarter of Kakao, has increased twice a week, a 2x74 billion won. Despite the increase in new users, the billing conversion rate and the amount of payment are rising and the amount of payment per capita rises, and sales were also increased twice, followed by the transaction.

"We will expand the content ecosystem of the Pixo, as" Mobile content consumption is becoming a universal and the content market that the Pixo is reaching, and the content market is prioritized as it is judged that the content market that Pixo is reaching. " .