Why are entertainment shares plummeting? 왜 엔터테인먼트 주가가 급락할까?

[김우정]

우리나라의 대표적인 엔터테인먼트 산업의 주식인 하이브, SM, YG, JYP 주식이 급락하고 있습니다.
하이브는 연초대비 30%, SM은 28%, YG는 27%, JYP는 46% 급락했습니다.
애널리스트들은 BTS, 블랙핑크 등 최고의 아티스트들이 활동을 중단한 것도 큰 요인으로 보고 있습니다.
슈가의 음주운전, 블랙핑크 제니의 실내흡연, 하이브 방시혁회장의 구설수도 무시할 수 없는 요인입니다.
엔터테인먼트 산업의 주가는 회사의 영업실적 만큼 소속연예인의 모습이 중요한 변동요인입니다.
 
Why are entertainment shares plummeting?
왜 엔터테인먼트 주가가 급락할까?

By Yi Whan-woo 이환우 기자
Posted : 2024-08-14 16:10 Updated : 2024-08-14 17:43
Korea Times

K-pop boy band BTS / Courtesy of HYBE 케이팝 보이밴드 방탄소년단 / HYBE 제공

The share prices of Korea's four major entertainment companies — HYBE, SM Entertainment, YG Entertainment, and JYP Entertainment — are continuing to fall well into 2024, despite the sustained global popularity of their artists.
한국의 4대 엔터테인먼트 회사인 HYBE, SM 엔터테인먼트, YG 엔터테인먼트, 그리고 JYP 엔터테인먼트의 주가는 그들의 아티스트들의 지속적인 세계적인 인기에도 불구하고 2024년까지 계속해서 하락하고 있다.

The downward trend in share prices, according to analysts, Wednesday, is partly due to top-selling artists, such as BTS from HYBE and BLACKPINK from YG, being on hiatus.
수요일, 애널리스트들에 따르면 주가의 하락 추세는 부분적으로 HYBE의 BTS와 YG의 블랙핑크와 같은 최고의 판매 아티스트들이 활동을 중단했기 때문이라고 한다.

The absence of these artists has impacted the profitability of K-pop powerhouses, particularly in the second quarter, when their earnings fell significantly short of market expectations, the analysts explained.
이들 아티스트의 부재가 K팝 강자들의 수익성에 영향을 미쳤으며, 특히 2분기 실적이 시장 기대치에 크게 못 미쳤다는 분석이다.

Additionally, gossip and scandals involving the artists and their CEOs are contributing to the decline in stock prices. Record labels and entertainment companies are classified as "celebrity stocks," meaning their share prices are heavily influenced by the public image and activities of their stars and executives.
게다가, 그 아티스트와 그들의 CEO가 관련된 가십과 스캔들이 주가 하락에 기여하고 있다. 음반사와 엔터테인먼트 회사들은 "연예인 주식"으로 분류되는데, 이는 그들의 주가가 그들의 스타와 임원들의 대중적인 이미지와 활동에 의해 크게 영향을 받는다는 것을 의미한다.

Members of the K-pop girl band BLACKPINK pose at the premiere of their world tour film "Born Pink," marking the group's eighth anniversary, in Seoul, Aug. 9. Reuters-Yonhap        케이팝 걸그룹 블랙핑크의 멤버들이 8월 9일 서울에서 그들의 월드 투어 영화 "본 핑크"의 시사회에서 포즈를 취하고 있다. 로이터 연합

According to the Korea Exchange (KRX), HYBE experienced its fourth consecutive losing session on the benchmark KOSPI, Wednesday, falling 4.56 percent to close at 163,100 won ($119.88).
수요일, 한국거래소에 따르면 HYBE는 4.56% 하락한 16만3100원(119.88달러)에 거래를 마쳤다.

HYBE’s stock price has fallen around 30 percent since the start of 2024.
하이브 주가는 2024년 초부터 30% 안팎 하락했다.

Among its three other peers listed on the secondary Kosdaq, SM Entertainment marked its fifth consecutive losing day, with a 2.84 percent drop, closing at 64,900 won.
2차 코스닥에 상장된 다른 3개 종목 중 SM엔터테인먼트는 2.84% 하락한 64,900원에 거래를 마치며 5일 연속 하락을 기록했다.

YG Entertainment declined for the second consecutive day, ending at 34,700 won, while JYP Entertainment fell for the fourth straight day, closing at 50,300 won.
YG엔터테인먼트는 2일 연속 하락해 34,700원에 거래를 마쳤고, JYP엔터테인먼트는 4일 연속 하락해 50,300원에 거래를 마쳤다.

As of Tuesday, SM Entertainment has fallen 28.4 percent since the beginning of the year, YG Entertainment has dropped 26.6 percent, and JYP Entertainment has plunged 46.1 percent.
화요일 현재 SM엔터테인먼트는 연초 이후 28.4%, YG엔터테인먼트는 26.6%, JYP엔터테인먼트는 46.1% 급락했다.

“It appears that the sluggish performance of the K-pop agencies is likely to continue for the next couple of months,” Kim Hyun-yong, a researcher at Hyundai Motor Securities, said.
김현용 현대 자동차증권 연구원은 "K팝 기획사들의 실적 부진이 앞으로 두어 달간 지속될 가능성이 높은 것으로 보인다,"고 말했다.

He noted that HYBE, being the highest-priced stock among the four agencies, significantly influences overall investor sentiment in the industry.
그는 4개 회사 중 최고가 종목인 HYBE가 업계 전반의 투자심리에 상당한 영향을 미친다고 언급했다.

The company is struggling as six of the seven BTS members are currently away from the music scene for military duty or alternative service.
현재 방탄소년단 멤버 7명 중 6명이 병역이나 대체복무를 위해 음악계를 떠나 있는 상황이어서 회사가 고심하고 있다.

The boy band’s leader, Jin, is the only member who has completed the 18-month service, having been discharged in June.
이 보이그룹의 리더 진은 지난 6월 전역해 18개월간의 복무를 마친 유일한 멤버다.

YG extended its contract with BLACKPINK for group activities in January, maintaining the girl band’s four-member lineup. However, none of the members renewed their contracts for individual activities and are now pursuing solo careers outside the agency.
YG는 1월에 블랙핑크와 그룹 활동을 위한 계약을 연장했고, 그 걸그룹의 4명 멤버 라인업을 유지했다. 그러나, 그 멤버들 중 누구도 개인 활동을 위한 계약을 갱신하지 않았고, 지금은 소속사 밖에서 솔로 활동을 하고 있다.

“YG’s earnings heavily rely on BLACKPINK as a united group, meaning it needs to wait for the members to work as a whole,” Kim said.
김연구원은 "YG의 수입은 블랙핑크가 단합된 그룹이라는 점에 크게 의존하고 있어 멤버들이 완전하게 활동할 때까지 기다릴 필요가 있다,"고 말했다.

In terms of gossip and scandals, HYBE Chairman Bang Si-hyuk has been frequently implicated in controversies that have adversely affected the company's stock price.
구설수와 스캔들 측면에서 방시혁 HYBE 회장은 회사 주가에 악영향을 끼친 논란에 자주 연루돼 왔다.

Bang Si-hyuk, center, chairman of HYBE, walks down a street in Los Angeles, Calif., with BJ Kwajeup Seyeon, left, and her sister. Captured from 'I Am Walking' YouTube channel 방시혁 HYBE 회장(가운데)이 BJ 과즙세연(왼쪽), 그녀의 여동생과 함께 미국 캘리포니아주 로스앤젤레스 거리를 걷고 있다. 유튜브 채널 '나는 걷고 있다' 캡처

The latest incident involved Bang, who is in his early 50s, being seen with provocative influencers in their 20s in Los Angeles last week.
가장 최근의 사건은 50대 초반의 방씨가 지난주 로스앤젤레스에서 20대의 도발적인 인플루언서들과 함께 목격된 것과 관련이 있다.

Although the incident was not morally wrong, it prompted criticism from investors. This came on the heels of a previous public dispute between Bang and Ador's CEO Min Hee-jin, which had already raised concerns about Bang's business management capabilities.
비록 그 사건이 도덕적으로 틀린 것은 아니었지만, 그것은 투자자들로부터 비난을 촉발시켰다. 이것은 방사장과 어도어의 CEO 민희진 사이에 이전 공개적인 논쟁이 있은 후에 일어났고, 그것은 방사장의 사업 관리 능력에 대한 우려를 이미 제기했다.

BTS member Suga's recent involvement in a drunk driving incident and BLACKPINK member Jennie's allegations of smoking indoors also stirred controversy, frustrating many fans and investors.
최근 방탄소년단 멤버 슈가 음주운전 사건에 연루된 것과 블랙핑크 멤버 제니의 실내 흡연 의혹도 논란을 일으키며 많은 팬들과 투자자들을 실망시켰다.

#entertainment엔터테인먼트 #scandals스캔들 #artists아티스트들 #stockprices주가 #HYBE하이브 #BTS방탄소년단 #BLACKPINK블랙핑크 #earnings수입 #K-popK팝 #hiatus중단