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Bemobi Mobile Tech Community
BOVESPA:BMOB3 Community
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Bemobi Mobile Tech
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Bemobi Mobile Tech
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Smartphone Decline And Regulatory Push Will Squeeze Profit Margins
Key Takeaways Slowing smartphone adoption and data privacy regulations are expected to constrain user growth, revenue potential, and increase compliance costs for Bemobi. Platform consolidation and the shift away from carrier billing expose Bemobi to margin pressures, intensified competition, and diminishing long-term profitability.
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R$18.00
FV
8.8% overvalued
intrinsic discount
-18.52%
Revenue growth p.a.
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14 days ago
author updated this narrative
Bemobi Mobile Tech
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Smartphone Adoption And Digital Payments Will Spark Global Opportunities
Key Takeaways Rapid international expansion, scalable digital services, and strong cross-sector wins position Bemobi for outsized recurring revenue growth and margin expansion in emerging markets. Dominance in microfinance, proprietary technology, and network effects could make Bemobi a default digital transformation partner, driving long-term earnings and lower customer churn.
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R$26.00
FV
24.7% undervalued
intrinsic discount
-18.52%
Revenue growth p.a.
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14 days ago
author updated this narrative
Bemobi Mobile Tech
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Digital Subscriptions Will Diversify Market Presence
Key Takeaways Expansion into new markets, particularly in Europe, positions the company for revenue growth through geographic diversification and market penetration. Strong cash flow and high dividend yield policy suggest efficient capital management, enhancing shareholder value and potential earnings growth.
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R$23.00
FV
14.9% undervalued
intrinsic discount
-16.41%
Revenue growth p.a.
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6 days ago
author updated this narrative
Your Valuation for
BMOB3
BMOB3
Bemobi Mobile Tech
Your Fair Value
R$
Current Price
R$19.58
300.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue R$933.4m
Earnings R$78.4m
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