Análisis de Contentree JoongAng (036420) 2026: el estudio multi-sello SLL que abastece a Netflix y al OTT global, el negocio de cines Megabox, la inflación de costes de producción y la volatilidad por éxitos, las pérdidas acumuladas y la deuda, y su comparación con Studio Dragon y CJ ENM en la bolsa coreana.
Contentree JoongAng (036420) 2026 stock analysis: the SLL multi-label drama studio supplying Netflix and global OTT, the Megabox cinema segment, production-cost inflation and hit-driven volatility, the accumulated losses and debt load, and how this Korea-listed content name compares with Studio Dragon and CJ ENM.
Studio Dragon (253450, KOSDAQ) 2026 stock analysis: Korea's largest drama producer and a CJ ENM affiliate. Its production-and-distribution model, Netflix and global OTT supply structure, IP library value and recoup mechanics, production-cost inflation, tentpole hit volatility, and OTT bargaining power — compared with Contentree JoongAng and peers.