Game Company IR Auto-Summary Mailer

3.15

Derivation Chain

Step 1 Changes in shareholder return policies for game stocks

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Step 2 Demand for analyzing game company IR materials

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Step 3 Subscription service for auto-summarizing game company IR and earnings materials

Problem

Individual investors and bloggers in the gaming sector need to analyze earnings releases and IR materials (20-50 page PDFs) from about 40 listed game companies each quarter. This takes 1-3 hours per company, totaling 40-120 hours per quarter. Without automating extraction of key metrics (new game revenue contribution, overseas revenue share changes, R&D ratio), they fall 1-2 days behind institutional investors in analysis speed.

Solution

Automatically collects IR PDFs from listed game companies, extracts key metrics using LLM, and generates a one-page summary with quarter-over-quarter changes and peer comparisons. Sends summary reports via email/Telegram on the day of earnings announcements, and allows users to set custom metrics of interest.

Target: Individual investors in game stocks, investment bloggers/YouTubers, aged 30-50, holding 3 or more stocks in portfolio

Revenue Model: Subscription: 29,000 KRW (~$21.75)/month per account (covers all game companies), free tier (top 3 companies only), 20% discount for annual payment.

Ecosystem Role: Supplier

MVP Estimate: 2_weeks

NUMR-V Scores

N Novelty

2.0/5

U Urgency

3.0/5

M Market

3.0/5

R Realizability

4.0/5

V Validation

3.0/5

NUMR-V Scoring System

N Novelty	1-5	How uncommon the service is in market context.
U Urgency	1-5	How urgently users need this problem solved now.
M Market	1-5	Market size and growth potential from proxy indicators.
R Realizability	1-5	Buildability for a small team with realistic constraints.
V Validation	1-5	Validation signal quality from competition and demand data.

N=.15 U=.20 M=.15 R=.30 V=.20

Feasibility (70%)

Tech Complexity

29.3/40

Data Availability

20.4/25

MVP Timeline

20.0/20

API Bonus

0.0/15

Feasibility Breakdown

Tech Complexity	/ 40	Difficulty of core implementation stack.
Data Availability	/ 25	Practical availability and cost of required data.
MVP Timeline	/ 20	Expected time to ship a usable MVP.
API Bonus	/ 15	Bonus for viable public API leverage.

Market Validation (57/100)

Competition

8.0/20

Market Demand

6.2/20

Timing

14.0/20

Revenue Signals

10.5/15

Pick-Axe Fit

10.5/15

Solo Buildability

8.0/10

Validation Breakdown

Competition	/ 20	Signal quality from competitor landscape.
Market Demand	/ 20	Demand proxies from search and mention patterns.
Timing	/ 20	Fit with current shifts in tech, behavior, and regulation.
Revenue Signals	/ 15	Reference evidence for monetization viability.
Pick-Axe Fit	/ 15	How well the concept serves participants in a trend.
Solo Buildability	/ 10	Practicality for lean-team implementation.

Technical Requirements

Data Pipeline [medium] AI/ML [medium] Backend [low]

Dashboard