Series

19 pages

Pearl Abyss Crimson Desert Thesis

Running research series on Pearl Abyss (263750.KQ) and Crimson Desert — franchise IP re-rating, sell-side consensus gap, and post-launch normalization path. Updated as new data points land.

Pearl Abyss Long-Tail Check: Crimson Desert Holds, Shorts Fade, Foreigners Absorb

Pearl Abyss Comps: Between Neowiz's Post-Lies-of-P Discount and CD Projekt's Re-Rating Path

Pearl Abyss Flow Check — Not a Turn Yet. The ₩45,500 Test Between Foreign Bargain Buying and Institutional Selling

Pearl Abyss (263750) — 3.09M Recognized Copies in 1Q, ~3M Possible in 2Q. The Real Debate Is the 2027 Earnings Cliff

Pearl Abyss CCP/EVE Divestiture: ₩177.1bn Cash Inflow and Treasury Cancellation

Pearl Abyss Target Price Gap: Why Shinhan's 2027 Sales Cliff Looks Too Harsh

Pearl Abyss KRW 60,000 Support: Retail-to-Institutional Handoff

Crimson Desert Post-Patch Data: Reviews Hold, Long-Tail Thesis Improves

Pearl Abyss Re-Rating: Crimson Desert Is More Than a Unit-Sales Story

Pearl Abyss: Why Crimson Desert Patch 1.04 Could Re-Rate the Stock