352820.KS
T2HYBE Co., Ltd.
Music '26: Asian MusicMusic '26: Mgmt, Publishing Labels & CatalogsRecreation '26: Live Events
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Notes
| Date | Comment | Comment Type | Comment Sentiment | Link | Price Reaction |
|---|---|---|---|---|---|
| 2026-07-28 | HYBE reported record Q2 2026 revenue and operating profit, driven by the BTS "ARIRANG" World Tour. However, the stock plunged over 27% (t+2 days) relative to SPY, as the market perceived the growth as lower-quality due to a higher proportion of lower-margin concert revenue compared to expected high-margin merchandise and platform sales. | Earnings Transcript | Mixed | https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGPZxSH7dBwn4YTqHTWnCc-RV7Oea9Z8sSFznEJd--A_HHMdarzGWcmjOKYFcbkToZCbMnF1cgMTMwlck7UW7py3g7Ph4KsBkCamkWun1lIY9FTNQ1asDNTL4hUqG7iUfX6zPp40BFMoKVe84WhNWY9QJG- | -27.56% (vs SPY: -27.91%) |