[Click e-Stock] Three Days Until the Gwanghwamun Concert... How BTS's Return Will Drive HYBE's Earnings Growth

Stunning Value Research announced on March 18 that HYBE's operating profit is expected to surge nearly tenfold this year, driven by the full return of the group BTS.

Oh Junho, a researcher at Stunning Value Research, analyzed, "This year's consolidated sales consensus is expected to reach 4.2 trillion won, up 60.3% year-on-year, and operating profit is projected at 533.9 billion won, an increase of 982.5% compared to the same period last year. The key factor behind this rebound in performance is the return of BTS."

He went on to say, "The special concerts scheduled at national symbolic sites such as Gwanghwamun Square, timed with the full return of BTS, will serve as a historic opportunity to once again announce the status of K-culture to the world. This also means that, aligned with HYBE’s global localization strategy, the K-pop system itself is now being exported as an industry standard."

Researcher Oh explained, "BTS will release a full-length album this spring and embark on a world tour. Even with a conservative estimate of 50,000 attendees per show and a minimum of 60 to 80 shows, more than 4 million audience members are expected. Concert sales alone could enable additional growth of over 1 trillion won, and the effect of indirect participation revenue from related video content and more will push HYBE’s profit margin to an all-time high."

He added, "For the past two years, HYBE took a breather due to the absence of its main intellectual property, BTS, and aggressive investments to cultivate new IPs. This year will be a historic inflection point where the investments made so far will bear tremendous fruit."

He continued, "HYBE is no longer a company that depends solely on the BTS IP. While global tour scales for existing lineups like Seventeen, Enhypen, and Le Sserafim are expanding, the boy group TWS has surpassed cumulative sales of 1 million copies with just their debut album, and the North America-localized group Katseye has achieved a long-term stay on the Billboard Hot 100. The growth of these rookie groups that debuted last year is also remarkable."

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