Korea's IP industry is entering a structural inflection point. Building on the monetization gap identified in Part 1, strong government support, expanding global platform partnerships, and improving overseas monetization are now creating conditions for long-term re-rating. Yet Korean IP companies continue to trade at a significant valuation discount to global peers —creating a window for early strategic entry before the re-rating takes hold.
00. Why it matters, Summary, Key implication
01. Government policy-key programs at a glance
02. The valuation gap-why now is the moment to act
03. Six checkpoints to identify K-IP investment opportunities
Source:
• KOCCA "Broadcasting & OTT Trends 2025 Vol.1" (May 2025)
• Daishin Securities Research Center, K-IP Industry Analysis, December 18, 2025
• Ministry of Culture, Sports and Tourism, 2026 Budget Plan (Dec 3, 2025)
• Korea Herald, Dec 3 and Dec 17, 2025
• Ministry of Culture, Sports and Tourism, Content Policy Fund 2026 (Jan 23, 2026)
For further details, please refer to the original source materials listed therein.