Samsung Securities evaluated on the 19th that structural changes, such as an increase in the frequency of artist activities, are becoming visible regarding YG Entertainment. It maintained its investment opinion of "Buy" and raised its target price to 110,000 won. The stock price of YG Entertainment on the previous trading day was 85,600 won.
Researcher Choi Min-ha of Samsung Securities noted, "The frequency of activities of affiliated artists has increased compared to the past, and visible changes are evident," adding, "It confirmed once again that they are making overall improvements by publicly announcing their plans for the second half of the year through official SNS at the end of May."
He projected that the album and original release cycles of artists will shorten in the future and the artist lineup will expand.
Researcher Choi said, "A boy group is set to debut first in 2026, followed by a four-member girl group," and "The changes are already being felt with a clearly tightened activity schedule."
BLACKPINK, under YG Entertainment, announced additional dates for their Asia stadium tour and will start their world tour with a performance in Korea on the 5th of next month. A new music release has also been anticipated for the first time since their second regular album in September 2022.
Researcher Choi said, "Considering the existing method, pre-released sound sources are expected to be released first, followed by the new music."
Additionally, BABYMONSTER, which has been touring since January, is set to release pre-release singles on the 1st of next month and in September, with a mini album to be released in October. TREASURE will release a mini album on September 1 and start a world tour in October, while WINNER has also confirmed its tour schedule for Korea and Japan.
Researcher Choi raised the estimated operating profit for this year and 2026 by 16% and 7%, respectively, reflecting the expanded activity lineup.