BTS and BLACKPINK Are Back: Full Group Comebacks Spark Stock Market Surge
K-pop fandom meets finance as HYBE, YG, JYP, and SM stocks soar amid idol returns and improving China relations
As of June 11, BTS members RM, V, Jimin, and Jungkook have officially completed their military service. With only SUGA—currently serving as a public service worker—set to return on June 21, the long-awaited full reunion of BTS is just around the corner.
Meanwhile, BLACKPINK is also preparing for a full-group comeback, with new music announcements arriving nearly two years and eight months after their last studio album Born Pink. Adding fuel to the fire, geopolitical analysts anticipate a normalization of relations between South Korea and China under the new Korean administration—paving the way for stronger K-pop activities in China, where restrictions have previously limited promotions.
HYBE Stock Surges After BTS Discharge
While fans (ARMY and BLINKs) are celebrating the musical reunions, the stock market reacted even faster. HYBE’s stock, which had seen a decline into the 260,000 KRW range by early June, rebounded sharply. The share price broke into the 300,000 KRW territory following the military discharges of RM and V.
This surge reflects investor anticipation for BTS’s full-scale comeback, especially with the upcoming "2025 BTS FESTA" already in the works to commemorate the group's 12th anniversary. Insiders suggest that the event will be the largest in BTS history, and the market is treating it as a major catalyst.
BLACKPINK Comeback Ignites YG Entertainment’s Stock
In May, YG Entertainment began to rally after announcing BLACKPINK’s return. With a new album on the horizon, YG’s stock jumped from 70,000 KRW to over 90,000 KRW, signaling high market confidence in the group's commercial potential.
From Rosé’s global collaboration on Apartment with Bruno Mars to Jennie’s viral fashion moment during her U.S. stage appearances, BLACKPINK’s individual influence has remained strong. Now, expectations are mounting over how much more impact the group can have when reunited as a full force.
What About JYP and SM Entertainment?
Don’t count them out. JYP Entertainment has Stray Kids, often referred to as the “next BTS,” embarking on a major North American tour. Investors are optimistic about the revenue boost such a large-scale tour could bring.
SM Entertainment, on the other hand, may benefit less from its idols and more from China relations and strategic partnerships. In May 2025, HYBE transferred its nearly 10% stake in SM to China’s Tencent, making Tencent SM’s second-largest shareholder. As tensions ease and China’s restrictions on Korean entertainment (the Hallyu ban) soften, Tencent is expected to spearhead SM’s expansion in Greater China.
This geopolitical tailwind, combined with idol comebacks, is putting all major K-pop stocks—including JYP and SM—on a steady upward trend.
Fans, Consider This: Skip the Merch—Buy the Stock
With BTS and BLACKPINK back in action, and geopolitical winds blowing in favor of K-pop expansion in China, the economic influence of fandom culture is more tangible than ever.
So here’s a suggestion for ARMYs, BLINKs, and all K-pop fans:
Instead of buying that 17th piece of merch, why not invest in the label behind your favorite group?
The real limited edition might just be their stock certificate.
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