Content Consumption in Post-COVID-19 Era

The authors are analysts of NH Investment & Securities. They can be reached at jaemin.ahn@nhqv.com and hzl.lee@nhqv.com. -- Ed.

In the wake of the global Covid-19 pandemic, consumption patterns have changed drastically towards non-face-to-face platforms. And, with people having become more familiar with online life using Internet portals, mobile messengers, digital ads, video content, webtoons, e-commerce, and online delivery services, we predict that these services will remain mainstream service platforms even in the post-Covid-19 era. In this regard, we recommend paying attention to related beneficiaries, including NAVER, Kakao, Neowiz, Studio Dragon, Cheil WW, and Echo Marketing.