K-Pop Agencies Likely to Focus on U.S. Market Amid China Uncertainty -- Market Talk

Dow Jones01-13

0940 GMT - The U.S. market is likely the most crucial for South Korean entertainment companies' overseas expansion, HSBC analysts say in a note. Earnings growth will likely be driven by concerts, supported by larger audiences, they note, as new artists gain intellectual property strength and boy band BTS returns. While stocks rallied on signs of a potential reopening of the China market, HSBC believes the timing of a meaningful resumption of K-pop concerts in China remains uncertain. Even then, the Chinese market would need time to generate material concert-ticket revenue, it says. As the world's largest music market, the U.S. is crucial for the sector, HSBC says, noting its use of dynamic pricing for concert tickets. HYBE, which manages BTS, is HSBC's preferred pick. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 13, 2026 04:40 ET (09:40 GMT)

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