[Business Issue] "BTS Tour Revenue Expected to Reach 1.5 Trillion Won" HYBE Stock Recovers 3.9%

'HYBE', 'BTS' Rebound Sharply After Shares Plunge Following Comeback

After BTS’s free comeback performance in Gwanghwamun, HYBE’s stock— which had dropped sharply—snapped back with a 'stock rebound' driven by analysts’ strongly positive assessment. The selloff proved short-lived, and expectations for blockbuster earnings from the upcoming historic 'world tour' fueled investor sentiment.

According to the Korea Exchange, on the 25th, HYBE shares closed up 3.92% from the previous trading day at 304,500 won. After the concert on the 21st, the stock had fallen 15.55% amid controversy over the number of attendees, but analysts said the drop was excessive and failed to reflect fundamentals.

A 'World Tour' With At Least 1.5 Trillion Won in Revenue, Entering an Extreme 'Undervaluation' Phase

Experts say the current fall in the share price is actually an exceptional opportunity to buy. Hana Securities researcher Lee Ki-hun said he expects the 360-degree stadium shows starting in April to generate at least 1.5 trillion won in ticket revenue, adding that a 15% drop tied to short-term controversies is not justified. Because this selloff is happening before the full-scale 'world tour' begins, he strongly recommended increasing exposure.

Shinyoung Securities researcher Kim Ji-hyun also noted that HYBE’s current price-to-earnings ratio (PER) of 29 times represents an extreme 'undervaluation' comparable to the period when market risk perception was heightened around the military enlistment cycle. She emphasized the substantial profitability that could be created if additional announcements are added to the already confirmed 82 tour dates and if an average ticket price on par with pop superstar Taylor Swift (US$250) is assumed.