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3659:TSENEXON Co., Ltd. Analysis

Data as of 2026-03-14 - not real-time

¥3,012.00

Latest Price

5/10Risk

Risk Level: Medium

Executive Summary

NEXON Co., Ltd. is trading well below its discounted cash‑flow fair value, offering a sizable upside while delivering record‑breaking revenue growth of over 50% year‑over‑year. The stock sits near a technical support zone, with momentum indicators turning bullish (MACD histogram positive) and the RSI indicating oversold conditions, suggesting a near‑term price bounce. Recent corporate actions, including the appointment of a seasoned executive chairman, reinforce a strategic push for global expansion and diversification of its gaming portfolio.
Combined with a solid cash position, modest debt, and a sustainable dividend payout, the fundamentals support a medium‑to‑long‑term buy case despite a neutral overall trend and decreasing volume.

Market Outlook

Short Term

< 1 year
Positive
Model confidence: 7/10

Key Factors

  • Price near technical support with bullish MACD histogram
  • RSI indicating oversold conditions
  • Undervaluation relative to DCF fair value

Medium Term

1–3 years
Positive
Model confidence: 8/10

Key Factors

  • 55% YoY revenue surge driven by new game launches
  • Strategic leadership change accelerating global growth
  • Strong cash generation and sustainable dividend

Long Term

> 3 years
Positive
Model confidence: 9/10

Key Factors

  • Long‑term upside versus fair value estimate
  • Robust free cash flow and low leverage
  • Continued growth potential in online and mobile gaming

Key Metrics & Analysis

Financial Health

Revenue Growth55.00%
Profit Margin19.38%
P/E Ratio26.4
ROE8.56%
ROA6.03%
Debt/Equity4.89
P/B Ratio2.3
Op. Cash Flow¥171.9B
Free Cash Flow¥184.1B
Industry P/E17.8

Technical Analysis

TrendNeutral
RSI36.1
Support¥2,908.00
Resistance¥3,421.00
MA 20¥3,130.55
MA 50¥3,645.50
MA 200¥3,290.63
MACDBullish
VolumeDecreasing
Fear & Greed Index72.88

Valuation

Fair Value¥9,678.14
Target Price¥3,798.53
Upside/Downside26.11%
GradeUndervalued
TypeGrowth
Dividend Yield1.99%

Risk Assessment

Beta0.72
Volatility68.14%
Sector RiskMedium
Reg. RiskLow
Geo RiskMedium
Currency RiskMedium
Liquidity RiskMedium

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.