Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
Japan
/
Media
/
CyberAgent
Create a narrative
CyberAgent Community
TSE:4751 Community
3
Narratives
written by author
0
Comments
on narratives written by author
1
Fair Values set
on narratives written by author
Community Investing Ideas
CyberAgent
Popular
Undervalued
Overvalued
CyberAgent
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Anime Production And New Game Releases Will Drive Future Profitability
Key Takeaways CyberAgent's focus on anime content and IP expansion is expected to enhance profitability and boost future revenue and operating margins positively. Leveraging AI in Internet Advertising is set to improve operational efficiency, while new game releases aim for revenue growth and improved earnings.
View narrative
JP¥1.95k
FV
7.7% undervalued
intrinsic discount
4.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
Updated
narrative
CyberAgent
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Digital Advertising And Mobile Gaming Will Redefine Global Media
Key Takeaways Rapid scaling of original IP and global mobile gaming successes are accelerating revenue growth, with monetization outpacing expectations. AI-driven rebound in Internet Advertising and integration of IP across channels position CyberAgent for margin expansion and sustained international growth.
View narrative
JP¥2.4k
FV
24.9% undervalued
intrinsic discount
8.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
CyberAgent
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Japan Privacy Laws And Global Tech Giants Will Limit Outcomes
Key Takeaways Regulatory pressures, fierce competition, and changing demographics threaten CyberAgent's core ad and media businesses, putting downward pressure on growth and profit margins. Reliance on hit game titles and costly expansion into original content creates unpredictable earnings, increasing risk if user or revenue growth falters.
View narrative
JP¥1.24k
FV
44.8% overvalued
intrinsic discount
1.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
13 days ago
author updated this narrative