CyberAgent: Positive Outlook for Internet Advertising and ABEMA but Game Business Growth Is a Worry

CyberAgent [Alt Data]: Expect C.15% Full-Year OP Guidance Beat but Is Currently Overbought

CyberAgent: Game Business Continues to Disappoint but Internet Ad and ABEMA Performs Steadily

CyberAgent: Likely to Remain Resilient During the Pandemic

CyberAgent [Alternative Data]: Google Play Rankings of AbemaTV and Hit Game Titles for 2Q FY09/20

What Are US Smartphone Users Downloading While in Lockdown?

Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<p>In our previous note, <a href="https://www.smartkarma.com/insights/cyberagent-likely-to-remain-resilient-during-the-pandemic" target="_blank" data-smartkarma-citation="insights:38912" rel="noopener">CyberAgent: Likely to Remain Resilient During the Pandemic</a>, we mentioned that, despite worries over the prospects of its Internet Advertisement (IA) business, <a href="https://www.smartkarma.com/entities/cyberagent-inc" target="_blank" data-smartkarma-citation="entities:8197:1" rel="noopener">Cyberagent Inc (4751 JP)</a> is unlikely to miss its full-year OP guidance. </p><p>In this note, we will take a look at different scenarios that could play out around this theme.</p>

In our previous note, CyberAgent: Likely to Remain Resilient During the Pandemic, we mentioned that, despite worries over the prospects of its Internet Advertisement (IA) business, Cyberagent Inc (4751 JP) is unlikely to miss its full-year OP guidance. In this note, we will take a look at different scenarios that could play out around this theme.

CyberAgent: A Full-Year OP Beat Is Possible if Game Business Growth Upholds

CyberAgent Inc

CyberAgent: A Full-Year OP Beat Is Possible if Game Business Growth Upholds