Mr. Blue (207760) 2026 stock outlook. A deep qualitative look at its martial-arts comic IP library, the Mr. Blue and Blacktoon platforms, web-novel distribution, game and real-estate diversification, and the scale gap against Naver and Kakao.
Kidari Studio (KOSPI 020120) stock outlook for 2026. A qualitative deep dive into Bomtoon's women-and-romance niche moat, the Delitoon France and Europe webtoon expansion option, competition from Naver and Kakao, persistent operating losses and content spend, and the web-novel IP value chain.
D and C Media (263720) stock outlook for 2026. A deep qualitative read on its web-novel and webtoon source-IP moat, the value-up flywheel into anime and games, the two-edged Kakao Entertainment tie, and the concentration and platform-dependence risks that drive the stock.