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K-Pop stocks are not amenable to political and economic trouble South Korea is also threatening Trump tariffs

In this photo taken on November 22, 2024, music albums and related goods released by K-Pop Group and BTS, Sevente, Bramp Kids and Tomorrow X together (TXT) are observed in the retail store in Seoul.

Anthony Wallace | AFP | Gets the image

South Korea’s economy slows down, the growth has reached a low quarter. This currency was under pressure, and the country is in political shocks. Trump’s tariff threats did not facilitate.

But there is one sector that this year offered investors hope. One of the largest cultural exports of South Korea: K-Pop.

This year’s shares of four large companies K-Pop received from 20% to 33%, exceeding KospiThis year 4.39% of the profit and 8.8% KOSDAQ, as of March 4. Hybe, JYP and YG also reached new 52-week highs this year.

HYBE, which counts the Supergroup BTS among the artists in its stable, is the largest K-Pop agency from Market Cap and part of the Blue-Chip Kospi Index, while SM Entertainment, Jyp Entertainment and Yg Entertainment included in Kosdaq Small Cap.

The income is noticed by the company’s stock since 2024 if they sliced ​​because the sale of albums for a reduced income.

One of the reasons that K-POP stock is getting updated investors’ interest is that the sector does not face the risk of tariffs in the US, Shinhan Securities Analyst Ji In-Hae wrote last month, Google’s notes said in Korean.

Tariffs have become a huge source of uncertainty of South Korea with the threat of Trump “mutual tariffs” that come in great.

The country’s largest tariff differential On the average balance with the US among Asian economies, which means Trump should monitor its threats, South Korea can suffer from huge tariffs.

Visualization of the chart

Promising industry forecasts

The optimism around K-POP shares is also associated with the potential increase that the industry will receive this year.

Ji Shinhan securities is an “overweight” in the media and entertainment sector of South Korea, citing factors such as expected work in 2025 in 2025, when popular artists returns and profits increased compared to the low base last year, as well as in China, restoring their market in South Korean entertainment.

Korea Economic Daily Daily reports last month that China is likely to dismiss its ban on hhali events or the popular Korean country in the country.

Asia’s largest economy has imposed a ban on South Korea’s content in 2017, high -height or missile protection system in 2017, a high -height defense system, said the report.

The return of popular groups to the industry and the execution of major world tours by 2026 will be a “stronger investment item” for the sector, said J.

Expected BTS to restore a complete group Launch a worldwide tour In the second half of the year.

While four Blackpink members did not re -subscribed to the label if their individual contracts ended in 2023, Group Blackpink The YG Entertainment is still managed.

The SM Entertainment and JYP also made their debut in new groups in 2025. New Beginner SM Hearts2Hearts – The first group of girls in four years, while the New Boy Group Kickflip also debuted in January.

In November in November, Citi analysts said they were “turning into constructive” into the sector, expecting that the total profit of major four agencies would grow by more than 21% in 2025 and almost 15% in 2026.

Citi claims that the return of popular groups “will make more than just a drive album and concert income – it must also increase the profitability of investments in several enterprises. For example, the Fandom platforms, for example, will increase users’ traffic, and younger artists under () the same labels can demonstrate the opening of the concerts.”

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