Company
Naver is South Korea's largest internet company, operating its namesake search portal, online marketplace, and services like Webtoon and cloud/AI products.
Kurly is reviving its IPO plan after a 51.6 billion won first-half operating profit, nearly four times its 13.1 billion won for 2025. Annualized, that puts Naver's 2.8 trillion won May valuation at about 27 times operating profit.
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Peugeot has listed its full Korean lineup on Naver's Smart Store, the first carmaker to do so, after selling 979 vehicles in Korea last year. Buyers pay a deposit online, then finish the purchase with a dealer.
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Naver let its Naver Plus tie-up with Uber One expire after a year in which Uber's Korean monthly users climbed from 680,000 to 800,000 and slid back. The flat count points to Kakao T's grip on the market, though a split over Baemin gives the partners a second reason to part.
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Naver and Brookfield are negotiating up to $9 billion of financing for a $10 billion expansion of Naver's Sejong AI data center to 200 megawatts. Korean banks weighing a share have to judge what about 100,000 Nvidia GPUs will be worth years into a loan.
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Naver Financial and Dunamu pushed their share swap to March 31, 2027, a third three-month delay that leaves the close 274 days past its first target. The companies say Korea's antitrust and financial-sector reviews now decide the date.
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South Korea's science ministry has earmarked 3.9 trillion won of a 4.7 trillion won AI budget for 10,000 Nvidia Vera Rubin GPUs, a dev.to analysis reports. Whether that buys a usable domestic model depends on who trains on the cluster and who pays for what it produces.
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Korea's science ministry is arranging an Oct. 8 meeting between AMD and five named AI chip startups, FuriosaAI and Rebellions among them. The plan is still unconfirmed, and the only money the reports show moving between AMD and Korea pays Samsung for memory.
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Seoul Credit Guarantee Foundation will issue 68.75 billion won in special guarantees on a 5.5 billion won base from Hana Bank, Naver Pay and NAVER. Merchants in the six night-market alleys get higher limits from a pool that every small business in Seoul can also tap.
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Samsung and SK Hynix are committing about $518 billion to new Gwangju memory fabs, the largest line in South Korea's roughly $900 billion decade plan. Company balance sheets supply much of that capital, so the two chipmakers will set how fast the new supply actually arrives.
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South Korea's interior ministry will build disaster recovery for 13 of about 15,000 state information systems by the first half of 2027. Its other commitment, replacing the fire-hit Daejeon center by 2030, is still open between new construction and a lease.
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Korea will cut the Onnuri voucher's upfront discount to 5% and pay up to 5% more at traditional markets, on issuance trimmed to 4.6 trillion won. With 65% of redemptions already at markets, much of the rebate pays for spending the program already had.
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Kakao is opening its paid membership with CJ Olive Young coupons for teenagers, only 70.8% of whom name KakaoTalk as their app for gifts. Lacking Coupang's delivery network, Kakao needs partners to trade benefits for access to KakaoTalk's audience.
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Three consortia will run a free tier with no usage caps on state-supplied hardware, under a rule that Korean models carry at least half the load. The ministry has published neither the cost nor a target for uptake.
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Institutions net-bought 4.71 trillion won of KOSPI shares in the six sessions before Chuseok, 59% of it in Samsung Electronics. Retail and foreign holders sold into the 6.85% rise, so Samsung's preliminary results now test whether a bet that narrow holds the index above 7,000.
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The memorandum covers a language that did not register in the Hugging Face dataset statistics the World Bank compiled, and the only paying client named for LG's finance model so far is the London Stock Exchange Group.
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Yuanta Securities Korea raised its Samsung Electronics target 18.9% to 630,000 won, about 124% above the 281,500 won quote, on an argument that HBM is eating into general-purpose DRAM capacity and pushing the end of the supply squeeze further out.
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A Korea Federation of SMEs survey of 1,250 sellers puts platform costs at 21.7% of monthly sales. Delivery apps take 26.2%, up 5.2 points in a year on a measure that counts advertising alongside commission.
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Guidance 26 points above consensus is a procurement forecast wearing a demand forecast's clothes. The bottleneck ranking that buyers actually needed was the one thing withheld.
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One recorded day-one log is a sample of one site. It is still enough to show that the two submission channels most indexing services bundle do not reach Google the way the pitch implies.
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