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Seoul Economic Daily EnglishCodex · 实盘不做把握 5/10
北京时间·🕒 发布 15:12:34时区推断·⟳ 抓取 15:37:41·⚡ 决策 07-29 15:44:34 +6m53s·90.0 天前

Krafton二季度收入和经营利润创纪录,并追加1000亿韩元回购注销

Krafton二季度收入1.2902万亿韩元、经营利润4109亿韩元,同比分别增长94.9%和67%,上半年收入2.6616万亿韩元、经营利润9725亿韩元。

📄 原文Seoul Economic Daily English↗ 原文
Krafton Posts Record Q2 Revenue of 1.29 Trillion Won, Profit of 411 Billion Won
Krafton posted record results in the second quarter this year, with revenue of 1.2902 trillion won and operating profit…
不做 Krafton(259960.KS)
业绩和回购方向利好,但属于财报日历事件,缺少明确超预期证据,且259960.KS当日已高开冲高后收跌,当前不追。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗

消息传播链

  1. 2026-07-29官方确认/否认Krafton IR一手源原文 ↗
    公司在29日IR披露二季度初步业绩、上半年分部收入、库存股注销和三季度追加回购计划。
    市场反应:259960.KS当日开249000韩元、高255000韩元、收242000韩元,较前收244000韩元下跌0.82%。
  2. 2026-07-29财经媒体扩散Seoul Economic Daily English非一手原文 ↗
    媒体在公司IR后扩散业绩创纪录和回购注销信息。

关键理由

  • Krafton二季度收入1.2902万亿韩元、经营利润4109亿韩元,同比分别增长94.9%和67%,上半年收入2.6616万亿韩元、经营利润9725亿韩元。
  • Subnautica 2早期发售22天销量超过500万份,相关IP上半年收入2325亿韩元,PUBG IP上半年收入同比增长25%。
  • 公司上半年已取得并注销约4315亿韩元库存股,并计划三季度再回购并全部注销1000亿韩元。

主要风险

  • 韩股当日收盘价242000韩元,盘中高开至249000韩元、一度到255000韩元后收跌0.82%,说明业绩发布窗口已有明显高开低走。
  • 财报类事件缺少相对一致预期的明确超预期幅度,且当天市场反应未确认正向追买。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 weakens
    内部KB未命中Krafton相对一致预期的有效材料,无法确认财报是超预期而非日历内兑现。
    检索:Krafton Q2 2026 operating profit consensus 410.9 billion won buyback 100 billion
  • 做多前查反向 · 来源 stock_quote · 日期 2026-07-29 · 影响 weakens
    当日高开高走后回落收跌,削弱财报后追多edge。
    检索:259960.KS stock_quote full
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 3,137 字
Krafton posted record results in the second quarter this year, with revenue of 1.2902 trillion won and operating profit of 410.9 billion won.
Krafton held an investor relations (IR) session on the 29th to announce its preliminary results under the Korean International Financial Reporting Standards (K-IFRS). On a consolidated basis, second-quarter revenue and operating profit rose 94.9% and 67%, respectively, from a year earlier.
First-half revenue reached 2.6616 trillion won and operating profit 972.5 billion won, up 73.3% and 38.3% respectively from a year earlier, both marking record highs.
The results were driven by the steady growth of the 'PUBG (PlayerUnknown's Battlegrounds)' intellectual property (IP) and the success of new titles. First-half revenue from the PUBG IP franchise increased 25% from a year earlier. 'Subnautica 2,' released in early access in May, surpassed 5 million units sold in 22 days. First-half revenue from the Subnautica IP, including Subnautica 2 as well as existing titles 'Subnautica' and 'Subnautica: Below Zero,' reached 232.5 billion won.
By business segment, first-half revenue was recorded at 924.2 billion won for PC, 1.1537 trillion won for mobile, 37.7 billion won for console, and 546 billion won for other.
The PC platform surpassed 500 billion won in quarterly revenue for the first time, buoyed by the launch of PUBG: Battlegrounds' Xenopoint and Payday modes, the Stellar Blade collaboration (Eve Contender), the Black Market event, and the release of Subnautica 2. On the console platform, revenue rose 143% from a year earlier on the success of Subnautica 2, showing steep growth.
On the mobile platform, both PUBG Mobile and PUBG Mobile India continued robust growth, with the new Battlegrounds X-Suit skin 'Phoenix Astra' recording the highest daily revenue ever.
Krafton (259960.KS) also plans to unveil five new titles targeted for release by next year at 'Gamescom 2026' next month. The company will present a new project based on the PUBG IP for the first time, alongside 'NO LAW,' 'Project Zeta,' 'Age Twister,' and 'Tarae: Unbound,' beginning full-scale market validation of next-generation franchise IPs. The company said it plans to continue securing new franchise IPs by strengthening its growth system for discovering and scaling promising IPs.
Krafton will also continue its active shareholder return policy. In the first half of this year, Krafton acquired 300 billion won worth of treasury shares and completed a 99.6 billion won capital-reduction dividend. It canceled 336.2 billion won worth of treasury shares, combining newly acquired and previously held shares, and decided to cancel the treasury shares acquired in the second quarter as well. Including the second-quarter acquisitions, the total treasury share cancellation amounts to 431.5 billion won.
In addition, in the third quarter, the company will acquire an additional 100 billion won worth of treasury shares and cancel them in full. "We plan to faithfully implement our shareholder return policy going forward, based on a strong commitment to enhancing shareholder value," a Krafton official said.

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