The Korean entertainment industry expects major growth in 2025. The return of BTS and BLACKPINK will lead this growth, say market experts.
Daishin Securities tells investors to buy entertainment stocks. They recommend HYBE first and SM Entertainment second.
The industry had problems in 2024. Album sales went down, and HYBE had conflicts with ADOR. But stock prices are now going up as investors feel good about 2025.
BTS and BLACKPINK made up 14% of all Korean album sales last year. Their YouTube channels have 170 million subscribers combined. Their world tours are expected to bring in huge crowds.
The four biggest entertainment companies – HYBE, SM, JYP, and YG – should see big gains. Revenue is expected to grow 31% while profits should grow 93%.
JYP Entertainment is already doing well. They made 170.5 billion won ($122 million) in the third quarter. Stock experts think JYP will keep growing because of artist comebacks, world tours, and a new boy group debut.
YG Entertainment lost money in 2024 but should make profit in 2025. Experts think they will earn 45.6 billion won next year.