NHN extended its rally to a third straight session after posting record second-quarter results, while South Korea's National Pension Service (NPS) increased its holding to 10.12%. The stock closed at ₩66,700 on Aug. 14, up 8.81% on the day after gaining 29.82% on Aug. 11 and 13.10% on Aug. 12. The earnings report showed quarterly revenue rose 25.3% year over year to ₩757.9 billion and operating profit surged 164.1% to ₩57.9 billion, both all-time highs. Growth was led by the technology division, where revenue climbed 52.9% to ₩159.8 billion, helped by NHN Cloud's Nvidia B200-based GPU-as-a-service offerings (renting high-performance AI computing power). The payments business rose 27.3% to ₩394 billion and gaming increased 21.5% to ₩139.6 billion, while other segments fell 8.8% to ₩88 billion. NHN said stable revenue generation has begun at its Seoul Yangpyeong region and that talks are under way for new long-term contracts on remaining operating capacity. The company also plans to secure at least 30 megawatts of additional AI data center capacity by next year. Analyst Ahn Jae-min of NH Investment & Securities said the cloud unit's strong profitability should continue, and FnGuide consensus sees full-year revenue reaching ₩2.96 trillion with operating profit of ₩194.6 billion.