AI · SEMICONDUCTOR · FACT CHECK
SKD WIRETrue
Daishin Securities has lowered its price target on Naver, pointing to decelerating growth in the company's advertising and commerce revenue alongside mounting AI-related expenses.
The brokerage's revised outlook reflects a slowdown in Naver's advertising and commerce businesses, which have been key drivers of the platform company's revenue. The downgrade of the target price accompanies this assessment of weakening momentum in those core segments.
Daishin Securities also flagged increased costs tied to AI investment as a factor behind the lower price target. Naver, like other major Korean platform operators, has been expanding spending on AI development and infrastructure.
The price target revision applies to Naver (네이버), the Korean internet platform company, and reflects the brokerage's updated view of near-term earnings conditions.
The claim that Daishin Securities lowered Naver's price target, citing slowing advertising and commerce revenue growth and rising AI costs, is True.
Verdict: True
