Nymere is in SUIATSU MONTH!

🖤🤍

[Nymere is in SUIATSU MONTH! @Strayvol]

and her people treat like dirt. That's why they prioritise fansigns and fancalls over promoting the music skz put out. To Div1 the music is a means to attract people to the important stuff: spending money. Meanwhile other companies watch and copy for their own groups.

[Nymere is in SUIATSU MONTH! @Strayvol]

Stray Kids made a generational masterpiece with Run It. Other companies saw JYPE ignore it, and they rubbed their hands together and laughed. There will be many more cheap copies to come, believe me. Any effort that doesn't directly result in massive profits for Div1, Song Jieun

[Nymere is in SUIATSU MONTH! @Strayvol]

R-reuters? What's going on and why is Reuters skzposting 😭

[Reuters @Reuters]

Members of the K-pop group Stray Kids are set to perform in some of the biggest venues of their careers, as their extended 'RUN IT' world tour moves into more stadiums across North America and Europe in 2027 https://t.co/9bm1bQAUxU

[Nymere is in SUIATSU MONTH! @Strayvol]

Should I speak??

[m ★LK1 @linobesit0]

finally something to smile about

[Nymere is in SUIATSU MONTH! @Strayvol]

Kim Seungmin is a once-in-a-generation type of singer, and he needs to find a serious agency to manage his solo singing career (outside of group activitie). I feel like he could become so big as a soloist if he was being managed by people who had his best interests at heart

[Nymere is in SUIATSU MONTH! @Strayvol]

I can't imagine the sheer force of will it must have taken for him to go 'this is the vision I have for my body, and I'm going to bring it to life. What's that? It doesn't fit your ridiculous beauty standards? Too bad' at such a young age. Seo Changbin I'm in awe of you.

[Nymere is in SUIATSU MONTH! @Strayvol]

Never let it affect his stable mentality and work ethic. He even had enough strength left over to support his team. He's honestly one of the most incredible people to ever become famous, I know his parents are proud to have raised a son like that.

[Nymere is in SUIATSU MONTH! @Strayvol]

Even now Changbin makes it clear that his bulking was a serious topic of contention back then. I can't imagine how much pressure he must have faced at the time, yet he never cracked, never showed the effects of the subtle and blatant bodyshaming he was subjected to

[Nymere is in SUIATSU MONTH! @Strayvol]

@ToTheMoonAndBec Another Oncel trying to disguise as a Midzy to hate on a more successful junior group, don't you hags ever get tired?

[Nymere is in SUIATSU MONTH! @Strayvol]

The whole Chaeryeong/Changbin thing started as a fun little joke. Most people just wanted was a cute TikTok challenge. Fans on both sides drew it out, clearly as a form of promo since JYPE has no plans to give her any. It's clearly annoying some people, but rather than

[pt puppym jaya abadi @jutddya]

ini fancamnya keliatan bgt nunjukin cartnya goyang😭 beneran yombok tuing2 sampe imino pegangan erat😭

[Nymere is in SUIATSU MONTH! @Strayvol]

@scorpiyu Then they need to direct their anger towards the fans, instead of shading him and calling him names and implying he's not good enough or attractive enough for her.

[Nymere is in SUIATSU MONTH! @Strayvol]

@marwyvii1

[Nymere is in SUIATSU MONTH! @Strayvol]

Some of you are reposting a Oncemidzy who has said the vilest things about Changbin b cause she's claiming that people are 'reducing Chaeryeong's debut to her friendship with him'. Like her hate for him is not hidden, but you people just cannot wait to agree with her.

[Nymere is in SUIATSU MONTH! @Strayvol]

@felixsrightarmm I know your fellow Onces can do no wrong in your eyes but do you have to repost someone whose next tweet is calling your 'bias' fat and ugly?

[트둥이 @twicearchive001]

JYP의 3분기 실적 & 오늘자 주가상승에 대한 분석

JYP는 창립이래 역대 최대 분기 매출을 달성 했습니다.

매출 2,675억 (전년대비 +15.0%)
영업이익 480억 (전년대비 +17.6%)
영업이익률 17.9% (전년대비+0.4%p)

도대체 어떻게 최대 매출이 발생했는가? ()는 전년대비

음반 792억 (+18.2%): 스키즈 신보 서구권 판매 확대
+ 영케이, 넥스지, 니쥬 신보 기여 (3팀 전부 한국 커리어하이)
음원 198억 (+48.0%)
MD 586억 (+46.7%): 응원봉, SKZOO, 투어 팝업등
(블루개러지 창사이래 역대 최대 MD매출)
행사출연 264억 (+138.4%): STRAYCITY, 록 인 리오등
광고 160억 (+25.0%): 역대 최대
국내 1,311억 (+29.5%): 역대 최대
콘서트 436억 (-31.1%): 전년 대규모 해외 공연 기저 영향

종합적인면으로 볼때
음반, 콘서트 매출에 의존하던 구조가 JYP의 의도대로 IP매출로 고르게 분산되어 회사가 의도하던대로 흘러가고 있습니다. JYP의 경우 이부분에 대한 우려로 KPOP 밸류에이션 하락과 별개로 기술적인 주가하락을 겪었습니다. 9년차임에도 불구하고 스트레이키즈의 서구권팬덤이 지속적으로 성장하고 있다는 사실은 회사입장에서 엄청나게 긍정적인 부분입니다.

음반/MD매출이 예상치보다 높았는데 SKZ는 예상치를 뛰어 넘었고 성장세에 우려가 있었던 NEXZ와 NiziU의 유의미한 판매량상승이 실적에 분명하게 기여했습니다.

다만 이번분기에는 특이한점이 하나 있습니다.

미리캐피탈이라는 미국 운용사가 펀드를통해 이번 11월 4일~9일에 장내매수로 JYP의 지분을 1.36% 추가매수하여 총 6.31%를 보유하여 이 지분의 존재가 공개되었습니다. (한국 자본시장법 147조에 따라 상장사 주식 5%이상 보유시 공시해야합니다) 이펀드는 2018년 설립되어 여러 한국기업(특히 저평가된 기업)에 투자하며 기업성장과 주가상승을 압박하긴 하지만 적대적인수를 시도하는 펀드는 아닙니다. (투자중인 다른기업에 비하면 JYP지분은 많은편은 아닙니다)

사실 한국 엔터주 특성상 컨센서스보다 엄청나게 높은 실적을 거뒀다고 해서 주가가 이정도로 오르지는 않습니다. 오늘 거의 20% 가까운 상승률을 보인 이유는 손바뀜때문이고 국민연금이 빠지고 유의미한 자본이 붙었다는 사실로 인해 거래량이 극도로 올라간 상태입니다.

개인적으로볼때 앞으로는 SKZ, 엔믹스의 해외투어와 신인 보이그룹 oftheblue의 초기성적이 중요해보입니다. 또한 전체적인 원가율이 상당히 높아졌기 때문에 수익성개선이 필요해보이고 누적투자금이 360억원에 달하는 이닛엔터테인먼트의 명확한 방향성 정립이 필요해보입니다. 제가볼때는 이닛의 방향성이 명확하지 않습니다. (다만 지금 SM C&C의 기업상태를 보면 JYP가 배우사업정리한건 신의한수로 보입니다)

#JYP #JYPE #JYP3Q26

[비니2 @spearhyunnie2]

LEEKNOW IS PREPARING FOR HIS SOLO DEBUT WHICH IS SCHEDULED TO RELEASE EARLY NEXT YEAR OMG

[Nymere is in SUIATSU MONTH! @Strayvol]

@changbinloviu Thank you! Dwaekki slander will not be tolerated

[Nymere is in SUIATSU MONTH! @Strayvol]

@binitonin It does! I read it and was like damn someone's cooking, then I realised it was an actual real life experience