[Featured Stock] NVT, Explosive Sales Growth Expected from Next Year... 9x Domestic Overseas Expansion Effect

NVT is showing strong performance. As it has officially entered overseas markets, securities firms' analysis suggesting a need for corporate value reassessment appears to be influencing the stock price.

At 9:34 AM on the 19th, NVT was trading at 9,060 KRW, up 10.76% from the previous day.

Choi Jae-ho, a researcher at Hana Securities, explained, "It is estimated that NVT has entered overseas markets together with the top customer of Addison Offerwall in sales," adding, "It seems that the customer has started services in the North American market."

He continued, "It is expected to gradually expand to Japan, Southeast Asia, Europe, and other regions," adding, "The customer's global monthly active users (MAU) were approximately 180 million as of last year." Furthermore, he emphasized, "This is nine times the scale compared to domestic figures," and "Starting services overseas beyond North America means it is possible to contribute sales of over 300 billion KRW."

Researcher Choi said, "The entry into overseas markets has laid the foundation for explosive growth," and "Considering domestic cases, there is a high possibility of securing related overseas companies as customers."

He also explained, "In June, NVT started Addison Offerwall services for KakaoTalk, a major domestic customer," adding, "From the user's perspective, points are given for free and can be used like cash in various categories such as KakaoTalk Shopping, so it is expected to grow rapidly." He further noted, "Naver Webtoon and Toss, which provide services independently, have domestic MAUs of about 20 million and 15 million, respectively."

He predicted, "KakaoTalk's MAU is about 44 million," and "This means that KakaoTalk services alone can sufficiently contribute over 100 billion KRW in annual sales."