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Mercari
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Mercari Community
TSE:4385 Community
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Mercari
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Mercari
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Advanced AI And International Expansion Will Drive Future Success
Key Takeaways AI-driven automation, fintech expansion, and cross-border initiatives aim to boost operational efficiency, user growth, and new revenue streams for Mercari. Shifting consumer preferences for resale and recent U.S. profitability position Mercari for increased platform activity, diversification, and sustained earnings growth.
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JP¥2.71k
FV
16.0% undervalued
intrinsic discount
6.63%
Revenue growth p.a.
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14 days ago
author updated this narrative
Mercari
AN
AnalystHighTarget
Community Contributor
AI And Circular Economy Trends Will Transform Resale Markets
Key Takeaways AI-driven transformation, product acceleration, and fintech integration are set to boost operational efficiency, user engagement, and expand high-margin, capital-light revenue streams. International growth, cultural shifts favoring resale, and disciplined capital allocation position Mercari for sustained global market leadership and enhanced shareholder returns.
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JP¥3.5k
FV
34.9% undervalued
intrinsic discount
8.91%
Revenue growth p.a.
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16 days ago
author updated this narrative
Mercari
AN
AnalystLowTarget
Community Contributor
Escalating Compliance Costs And Fierce Competition Will Crush Growth
Key Takeaways Slowing growth, escalating costs, and intensifying competition threaten Mercari's profitability and undermine its long-term revenue outlook. Demographic changes and regulatory challenges are likely to structurally limit future marketplace volume and growth opportunities.
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JP¥1.98k
FV
14.8% overvalued
intrinsic discount
4.93%
Revenue growth p.a.
Set Fair Value
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23 days ago
author updated this narrative