On the 27th, Kiwoom Securities forecasted that DearU's BLACKPINK Bubble has started individual activities and that a super intellectual property (IP) entry effect will occur.
Namsoo Lee, a researcher at Kiwoom Securities, stated in a report on the same day, "BLACKPINK Bubble will open 'bubble for BLISOO' in March to strengthen communication with fans worldwide," and added, "Considering global popularity and K-POP female solo first-week sales records, it is expected to achieve the highest number of subscribers ever for an individual Bubble artist."
Researcher Namsoo Lee also analyzed, "There is a possibility of expansion to other BLACKPINK members who have started individual activities," and "The super IP entry effect is also expected to dispel concerns about intensified competition with Weverse."
He also analyzed that the scalability of SM and JYP remains strong. He said, "This year, the entry of new artists such as SM's RISE, NCT WISH, girl groups, UK local boy groups, and JYP's VCHA, NEXZ, LOUD, Project C into Bubble is expected," and "Established core fandoms like TWICE and NCT DREAM will continue to expand through album success and world tours."
Furthermore, the stabilization of KakaoTalk Bubble gift subscriptions is also seen as a value-up point. He explained, "Starting with KakaoTalk gift subscriptions, cooperation with Kakao has been intensified," and "Accessibility has improved due to the expansion of the teenage subscriber base and an increase in payment processing methods."
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