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

Hoya 3Q Results: Earnings Beat Consensus and Point to Recovery Ahead

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

CyberAgent: Likely to Remain Resilient During the Pandemic

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

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><a href="https://www.smartkarma.com/entities/cyberagent-inc" target="_blank" data-smartkarma-citation="entities:8197:1" rel="noopener">Cyberagent Inc (4751 JP)</a> reported its 3Q FY09/20 financial results after the market closed yesterday. It’s 3Q FY09/20 revenue was in line with consensus, but OP beat consensus by around 5%. We analyse CyberAgent’s 3Q FY09/20 results in detail below.</p>

Cyberagent Inc (4751 JP) reported its 3Q FY09/20 financial results after the market closed yesterday. It’s 3Q FY09/20 revenue was in line with consensus, but OP beat consensus by around 5%. We analyse CyberAgent’s 3Q FY09/20 results in detail below.

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

CyberAgent Inc

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