NewUser
StanYeah I feel like Twice missed their chance to not get overtaken with the M&M release and how JYPE have just generally dealt and managed them in recent months. For one off album sales Twice will also always be restricted due to the number of releases in SK and in their other biggest market Japan. No other kpop group releases and promotes to such two different markets in different languages.
Just hope it's not a BTS overtake EXO scenario.
Just hope it's not a BTS overtake EXO scenario.
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Yes, that's why it always a cheap and quick indicator to just check a few other large scale companies in the same market and a quick look at YG, Cube, SM as well as a few non entertainment companies to get a general feel to see if this is just movement because of reaction to other markets or if it's company specific.Most of the times when kpop fans are discussing stocks movements, those are just overall market trends. It's most likely USA stocks that basically recovered from covid downfall carrying world's indexes as usual.
In this case it seems like the only companies moving positively in the same time frame in Korea is entertainment and they're pretty much all moving up at a similar trend and within the exact time period so it's pretty obviously market related rather than companies.
@NewUser I don't think so, I think M&M was a big opportunity and one they missed but the huge interest is still here and with a great title and a full album in October and the competition spurring them on the potential is still huge.
Again these investor reports we see are pretty much solid fact and what the company are expecting, if it says 750 ish that's the pretty much upper limit they are predicting, I don't think that's out of reach for Twice. Certainly not 650+ anyway.
Maybe with how JYPE and Warner are going it quickly will become out of reach as they have badly pissed of K and J once and are doing nothing to ease that tension so who knows.
But Exo are so different, they were already finished and it was mostly the member exodus to the military that killed them off...the only thing Twice are dealing with is managerial incompetence and scammy behavior risking fans leaving.
If October is another mini album and a bad title produced by JYPE with cheap promo and a terrible MV than I think it will most likely reach a point of no return where the only trajectory for Twice is down. You can only piss off fans so much before they leave and you need hit songs to grow, something JYP isn't capable of producing anymore.
When I say my fingers are crossed....I mean really fucking tightly crossed as this is the most crucial moment in their career and JYP has to play it very carefully.
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NewUser
StanMy bringing up of EXO was that towards the end of 2017 when there was no argument they had been overtaken and before enlistments, they didn't just get overtaken they pretty much got pummeled in every facet. Physicals, digitals, touring, streams/youtube etc.
In the back of my mind, physicals, digitals and touring the three main ones, is where Twice were better/equal than BP and what kept them above the others. Interest is still there for Twice to hit no.1 on Melon daily and get 700k unique listeners so I won't write that off yet, it's just how much impact M&M had on the GP checking out their next release. Another poor release and digitals is most likely gone, especially if BP's next two releases this year do well. Album sales looks imminent, and depending on the appetite of Twice fans not sure how much more can be bought up to catch any ~700k total. You'd need Twice to blow up in China I feel like for that to happen which doesn't seem likely. Touring I'd say they're neck and neck at this moment in time.
In the back of my mind, physicals, digitals and touring the three main ones, is where Twice were better/equal than BP and what kept them above the others. Interest is still there for Twice to hit no.1 on Melon daily and get 700k unique listeners so I won't write that off yet, it's just how much impact M&M had on the GP checking out their next release. Another poor release and digitals is most likely gone, especially if BP's next two releases this year do well. Album sales looks imminent, and depending on the appetite of Twice fans not sure how much more can be bought up to catch any ~700k total. You'd need Twice to blow up in China I feel like for that to happen which doesn't seem likely. Touring I'd say they're neck and neck at this moment in time.
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Maybe but Twice can def still go up in physicals and BP have no real way to blow up much more really. I mean look at their views, collabs, etc after D4, KTL, etc their global exposure was huge and really everyone who truly cares about them is 95% already on board. I feel like it's the same for Twice with only possible growth a tiny tiny bit in the west and potential(that they will never tap into) in China.My bringing up of EXO was that towards the end of 2017 when there was no argument they had been overtaken and before enlistments, they didn't just get overtaken they pretty much got pummeled in every facet. Physicals, digitals, touring, streams/youtube etc.
In the back of my mind, physicals, digitals and touring the three main ones, is where Twice were better/equal than BP and what kept them above the others. Interest is still there for Twice to hit no.1 on Melon daily and get 700k unique listeners so I won't write that off yet, it's just how much impact M&M had on the GP checking out their next release. Another poor release and digitals is most likely gone, especially if BP's next two releases this year do well. Album sales looks imminent, and depending on the appetite of Twice fans not sure how much more can be bought up to catch any ~700k total. You'd need Twice to blow up in China I feel like for that to happen which doesn't seem likely. Touring I'd say they're neck and neck at this moment in time.
So even if BP pass them in touring and albums I don't see it being more than 100-150k honestly. Keep in mind they may sell 750 with the new album, but is that a true measure?
Let's assume the new album comes out and sells 750k...but 3 months later they have another release. Just like Twice do. Blinks have 350k saved up to essentially rig the numbers, even for HYLT CBlinks only managed to raise 100k albums.
So how bad would that suddenly look that after just 3 months they took a massive nose dive in numbers purely due to not having 8 solid months of fund rasing? That's not something Twice ever have to worry about happening.
We also need to factor in BTS growth was once in a lifetime, maybe ever for Kpop, BP may overtake Twice is some areas, but really no group is passing the number like BTS...in GG terms that would assume BP will go on a 1+m person tour and sell like 2m per album....that's never gonna happen no matter how many months they spend ebegging, holding bake sales and collecting donations...it's just not on the cards.
It's not like in 2017 when outside of Korea and Japan Kpop was pretty well dead and BTS were pretty nugu...BP are already globally known so I really don't see where further growth comes for most groups right now.
trace
NuguIt's just a matter of time when BP will start outselling TWICE in album sales, they've got too big and will go even bigger probably (totally deserved, imo). Just accept it and relax I guess.
That is not surprising though when the said group would only release one physical album in a year. And a big bulk of Twice fanbase (J-Onces) are getting separate multiple releases in their own language. Collectively, Once still has way, way bigger purchasing power.
Stocks looking healthy for the the first time in a while. But looking at it's entirely explosive upward growth and referencing that with other companies it seems it's also a market thing rather than company alone.
Tho it's cap is much higher than SM and YG and it's share price is so high too so I think investor trust is starting to grow again.
Realistically it's going to be tough for other companies to compete with JYP next year(besides BH) since Exo are dead in the water and Beakhyun has to enlist soon-the only album carries they will have is NCT and RV do okay....but that's pretty weak line up. YG have BP and Treasure but the rest can't move physical at all.
But JYPE's roster is so strong at physical atm even without a massive BG carry. Twice selling 2m+ each year consistently and with the ability to ship near 600k now and Stray Kids at 250, Got7 400+ and Itzy able to likely push 200k this comeback is already huge since all have multiple comebacks a year and then we have the unknown of Niziu who will likely sell a minimum of 300k but could easily see it being over 500k in Japan.
I don't think any company has the depth of roster JYPE do. When touring starts up too Twice out toured every GG in 2019 and that was with JYPE being too conservative in Japan and no Europe and SK/Itzy will start putting good numbers on the board too and Got7 with a couple of stadiums in Thailand and another big world tour...it's going to be JYPEs biggest year in 2021 if touring kicks back up.
There won't be any live event on 2021. It will only likely go back on 2022. But I agree that JYPE is in a very good shape for the next 5 yrs. Niziu this November will likely sell more than 500K imo. Got7 will be on their 7th yr next year right? So I guess JYPE will debut another BG on 2022. Stray Kids numbers are looking good. I would say they might even hit close to 400K on their next release.
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It's such a shame...here's hoping Putins dodgy vaccine is realThat is not surprising though when the said group would only release one physical album in a year. And a big bulk of Twice fanbase (J-Onces) are getting separate multiple releases in their own language. Collectively, Once still has way, way bigger purchasing power.
There won't be any live event on 2021. It will only likely go back on 2022. But I agree that JYPE is in a very good shape for the next 5 yrs. Niziu this November will likely sell more than 500K imo. Got7 will be on their 7th yr next year right? So I guess JYPE will debut another BG on 2022. Stray Kids numbers are looking good. I would say they might even hit close to 400K on their next release.
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I think Twice, Got7 are at such an apex for their touring and missing out on it, so so unlucky and it's the same for BP, BTS, etc had such potential for massive touring this year and really would have shown Korea as a real global powerhouse for music....fucking shame.
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Twice won 3 awards at SOBA today.
Popularity Award. Bonsang and Artist of the Year.
Popularity Award. Bonsang and Artist of the Year.
Dreamer95
StanBruh, who broke you?It's just a matter of time when BP will start outselling TWICE in album sales, they've got too big and will go even bigger probably (totally deserved, imo). Just accept it and relax I guess.
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I think ppl underestimate how much the ebegging helped them.Bruh, who broke you?
I mean they just had a physical after 16 months and it still only shipped 300k with 3 months of cfans collecting money to buy 100k of those.
That was 40% of their entire Hanteo donated. They dont have close ro Twice buying power at all.
colorpop
StanBruh, who broke you?
Some folks on allkpop forums say you are almost a blink now, fully converted. Maybe I saw the light as well?
Dreamer95
StanAKP Onces are bigger clowns than any blinks. If all Onces were like folks there, we'd be doomed. Apart from few cultured people of course.Some folks on allkpop forums say you are almost a blink now, fully converted. Maybe I saw the light as well?
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AKP Onces are bigger clowns than any blinks. If all Onces were like folks there, we'd be doomed. Apart from few cultured people of course.
I can count on 3 fingers the people on that site who aren't clowns regardless of fandom.
How do you not go mad talking to them? It's like they enjoy being wrong and folk arguing with them have a fetish for banging their heads into brick walls.
Bring the good Once over here...this place is dead lmao.
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JYPE current roster actually can compete with bighit if they are willing to take risk. but i guess they are scared imo.
for actual competition. skz are on par with ateez about 350k maybe can go 400k next year, itzy with g idle 150-200k, twice with blackpink 550-600k, got7 can go 500k if jype want support their distribution. niziu i think will sell 250k-300k i have japanese friends they are pretty much so popular atm almost on par with twice. 2pm and day6 doing okay i guess
for actual competition. skz are on par with ateez about 350k maybe can go 400k next year, itzy with g idle 150-200k, twice with blackpink 550-600k, got7 can go 500k if jype want support their distribution. niziu i think will sell 250k-300k i have japanese friends they are pretty much so popular atm almost on par with twice. 2pm and day6 doing okay i guess
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I think so too and the difference between JYPE and YG, BH, SM, etc is that a lot of their groups are pretty new. Niziu are brand new and ITZY and Stray Kids are just barely out of their rookie status.JYPE current roster actually can compete with bighit if they are willing to take risk. but i guess they are scared imo.
for actual competition. skz are on par with ateez about 350k maybe can go 400k next year, itzy with g idle 150-200k, twice with blackpink 550-600k, got7 can go 500k if jype want support their distribution. niziu i think will sell 250k-300k i have japanese friends they are pretty much so popular atm almost on par with twice. 2pm and day6 doing okay i guess
Where come November December Jin will enlist and unless my maths is wrong OT7 wont be possible after that point for about 6 years, 17 will also start enlisting next year too and again wont be complete unit for way way longer...and people can say that doesn't have an affect but it did for Exo. Only Got7 is in a similar position.
Dreamer95
StanI can't even move and keep them on discord lmfao you are asking for too muchI can count on 3 fingers the people on that site who aren't clowns regardless of fandom.
How do you not go mad talking to them? It's like they enjoy being wrong and folk arguing with them have a fetish for banging their heads into brick walls.
Bring the good Once over here...this place is dead lmao.
Dreamer95
StanPerfect example of how blinks on AKP use half truth half lie methods for their achievement threads and then cry when you dismiss it. Those are vlive views literally, not Naver, they combined that shit long time ago.
The list of blinks using similar tactics is pretty long:
D4 beating TT pak record - different systems, never mentioned.
D4 having the most Gaon digital index ever - system introduced in 2018, never mentioned.
Square Up - best selling debut album, this is just lol
Blackpink being fastest gg to have a dome tour - they start calculation from Korean debut date not Japanese.
Biggest tour by gg - lasted 2 years + yg too lazy to make a new name for Dome Tour.
Most of this don't even matter, like PAK, biggest bs ever, but it is still pissing me off because of how shamelessly the claim those.
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Perfect example of how blinks on AKP use half truth half lie methods for their achievement threads and then cry when you dismiss it. Those are vlive views literally, not Naver, they combined that shit long time ago.
The list of blinks using similar tactics is pretty long:
D4 beating TT pak record - different systems, never mentioned.
D4 having the most Gaon digital index ever - system introduced in 2018, never mentioned.
Square Up - best selling debut album, this is just lol
Blackpink being fastest gg to have a dome tour - they start calculation from Korean debut date not Japanese.
Biggest tour by gg - lasted 2 years + yg too lazy to make a new name for Dome Tour.
Most of this don't even matter, like PAK, biggest bs ever, but it is still pissing me off because of how shamelessly the claim those.
Kind of interesting but if I were them I'd be worried about my groups selling power. Considering Hana is basically mediaplay these days tohear the buy the end of 2022 between them and Treasure they are only expecting 2.5m sales is pretty shit.
Recently reading the 1.05m shipments for The Album is kind of hilarious considering that takes into account the 350k already saved up for by China Blinks....so they are expecting only 400k....wow....that's pretty low for a group who had 1 thing(that didn't do well anyway) to buy in 17 months, to only muster 400k without 9 months of ebegging is pretty bad.
Recently reading the 1.05m shipments for The Album is kind of hilarious considering that takes into account the 350k already saved up for by China Blinks....so they are expecting only 400k....wow....that's pretty low for a group who had 1 thing(that didn't do well anyway) to buy in 17 months, to only muster 400k without 9 months of ebegging is pretty bad.
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Not bad considering it's still charting high. To put it in even better perspective it's still charting high and out charting any other foreign act on YT in Japan even their supposed competition with much newer songs.
It's at 24, 1 place ahead of More & More, and the only song by a foreign act charting higher is Fanfar by Twice at 14.
The next closest Kpop songs are the much much younger HYLT at 32, Wannabe & Icy at 39 & 45 respectively and When We Disco at 49 are the only other kpop songs in the top 50.
Even Stay Gold is practically brand new and only at 62 with ON already out. Same for Iz*One and Seventeen all of their songs are out too. While Twice have 4 songs in the top 100.
Twice also have 3 songs in the top 20 of top songs making them the only Korean act with multiple entries on the entire chart.
On the artist chart Twice is 3rd, behind only Yonezu Kenshi and 髭男dism. With BTS they are the only foreign acts in the top 10.
Kpop on the charts.
3, Twice
8, BTS
12, BP
22, Itzy
29, 17
51, JY Park
53, Mamamoo
71, Izone
80, Big Bang
Looking at this and with how poorly Vampire done and the fact that they have 2 comeback recently but getting out charted by Itzy, Mmm, etc I feel like Izone low key kind of died in Japan....their recent digital charting has been appalling, their views and search are bad in Japan too and their Oricon is really really low this year too. I mean even Vampire is like a year old almost and still only Gold. It's hard to believe ppl used to talk about them being anywhere near Twice's bracket in Japan...it isn't even close at all...you're talking A class vs Z list these days.
3, Twice
8, BTS
12, BP
22, Itzy
29, 17
51, JY Park
53, Mamamoo
71, Izone
80, Big Bang
Looking at this and with how poorly Vampire done and the fact that they have 2 comeback recently but getting out charted by Itzy, Mmm, etc I feel like Izone low key kind of died in Japan....their recent digital charting has been appalling, their views and search are bad in Japan too and their Oricon is really really low this year too. I mean even Vampire is like a year old almost and still only Gold. It's hard to believe ppl used to talk about them being anywhere near Twice's bracket in Japan...it isn't even close at all...you're talking A class vs Z list these days.
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Twice, ITZY, JYP and soon to be NiziU will dominate Japan. In the case of ITZY if JYPE play their cards right, they can make ITZY like KARA in Japan. They lowkey popular already in Japan still without a Japanese debut.
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I think so too. I think after SNSD, Boa and TVXQ exploded in Japan for SM they got lazy and stopped targeting the market and just assumed the hoobae groups would be carried by the companies history....but with trash promotion and half assing it form SM Red Velvet and Exo are practically irrelevant in Japan and NCT barely do well too.Twice, ITZY, JYP and soon to be NiziU will dominate Japan. In the case of ITZY if JYPE play their cards right, they can make ITZY like KARA in Japan. They lowkey popular already in Japan still without a Japanese debut.
I think this is key for JYPE. Twice made a strong name for the company in Japan and they are following through with Niziu to solidify their place rather than let it slip like SM did, I think an official debut for Itzy would propel them further in 2021 imho and really solidify them their.
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