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Korean internet stocks

Naver vs Kakao: Why Korea’s Google and Meta Missed the Rally

2026-06-212026-06-21 by Mr. Gat

The KOSPI doubled in 2026, but Naver and Kakao were left out. Same AI-monetization problem — yet the market backs Naver and doubts Kakao. Here’s why the two giants split.

Categories Stock Guides Tags AI agent, AI monetization, Alphabet, CLSA, donghak gaemi, Kakao, Korean internet stocks, KOSPI rally, Meta, Naver, platform stocks, Tencent Leave a comment

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