Find momentum in 5G change
5G 변화 속 모멘텀을 찾아
Kyobo Securities | 2018.03.12
Internet Industry: Overweight, stable growth and plus alpha
NAVER, Cacao expects mobile ads and commerce to lead stable growth until 19th. At the same time, we recommend Overweight on the sector, as commerce (AR shopping) and ad market (AI platform) are expected to create new opportunities with the launch of 5G-related devices. NAVER top pick recommendation for new momentum in 5G device launch without valuation burden.
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