[Click eStock] "HYBE, Led by the Leading Stock"

Daol Investment & Securities analyzed on the 21st that HYBE's fourth-quarter results last year are expected to meet market consensus.

Kim Hye-young, a researcher at Daol Investment & Securities, stated in a report on the day, "HYBE is expected to record consolidated sales of 685.7 billion KRW and operating profit of 80.9 billion KRW in the fourth quarter of last year, representing a 12.7% increase and a 9.3% decrease respectively compared to the same period last year."

The album segment is expected to see sales of 232.5 billion KRW, a 15.8% decrease. This performance reflects sales of 3.1 million copies of Enhypen, 1.05 million copies of BTS, 1.02 million copies of Boy Next Door, and 750,000 copies of Seventeen. Music streaming revenue is estimated at 69.8 billion KRW.

Performance sales are expected to grow 64% year-on-year to 146.7 billion KRW. This includes Seventeen's RIGHT HERE tour with 580,000 attendees, Enhypen's WALK THE LINE tour with 170,000 attendees, and Tomorrow X Together's ACT:PROMISE tour with 130,000 attendees.

Researcher Kim Hye-young said, "This year, three rookie groups are expected: Big Hit Label, HYBE Japan, and a Latin local idol group, and the expansion of the IP portfolio will continue." She added, "The activities of Boy Next Door, TWS, Aileit, and KATSEYE, who debuted after 2023, have all been successful, and the growth momentum from continuous rookie debuts will be further strengthened."

In particular, BTS's comeback is highly anticipated this year. She analyzed, "All BTS members will be discharged from military service in June this year, and the 10th anniversary album of Hwa Yang Yeon Hwa is expected to be released in the fourth quarter. Album sales are estimated at around 4 million copies, but a more important event is BTS's world tour in 2026, which is expected to attract over 2.8 million attendees, projecting concert and merchandise sales alone to reach 1 trillion KRW."

This content was produced with the assistance of AI translation services.