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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 3Q FY09/19 financial results last week (on Wednesday, 24th July 2019). CyberAgent reported revenue of ¥113.6bn (+8.8% YoY) and OP of ¥9.4bn (+38.3% YoY) for 3Q FY09/19. Both revenue and OP beat consensus by 1.3% and 53.9% respectively. CyberAgent revised its full-year OP guidance upwards by ¥9bn (+4.5%) from ¥20bn to ¥29bn. CyberAgent's share price reacted positively for this, closing at ¥4,565 on Monday (29th July), up by 14% from last Tuesday's (23rd July) close.</p>

Cyberagent Inc (4751 JP) reported 3Q FY09/19 financial results last week (on Wednesday, 24th July 2019). CyberAgent reported revenue of ¥113.6bn (+8.8% YoY) and OP of ¥9.4bn (+38.3% YoY) for 3Q FY09/19. Both revenue and OP beat consensus by 1.3% and 53.9% respectively. CyberAgent revised its full-year OP guidance upwards by ¥9bn (+4.5%) from ¥20bn to ¥29bn. CyberAgent's share price reacted positively for this, closing at ¥4,565 on Monday (29th July), up by 14% from last Tuesday's (23rd July) close.

CyberAgent Revises the OP Guidance Upwards by 5%; Share Price Up 14%

CyberAgent Inc

CyberAgent Revises the OP Guidance Upwards by 5%; Share Price Up 14%