4689 Share Price Performance
JP¥0
-513.80 (-100.00%)
Price JP¥0
Fair ValueJP¥519.54
Share Pricen/a
Narrative Update • Jun 22
LY Corporation Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 6 Fair Values set on narratives written by author
4689 Community Narratives
AN
Fair Value
·Fair Value JP¥519.54 21.4% undervalued intrinsic discount
Analysts Maintain LY Price Target as Valuation Metrics Remain Steady Amid Recent Company Updates
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value JP¥420 2.8% undervalued intrinsic discount
Strict Privacy Laws And Intense Competition Will Erode Digital Markets
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value JP¥650 37.2% undervalued intrinsic discount
Digitalization And Mini Apps Will Unlock Global Opportunities
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Strict Privacy Laws And Intense Competition Will Erode Digital Markets
LY’s core ad business in Japan may be heading into a tougher era as stricter privacy rules, ad blockers, and bigger global platforms make it harder to target people and keep users engaged. At the same time, its push into AI, digital shopping, and payments could offset that pressure—if these newer bets scale fast enough.Read more
AN
JP¥420
2.8% undervalued intrinsic discount
Fair Value
Revenue
6.97% p.a.
Profit Margin
7.32%
Future PE
19.8x
Price in 2029
JP¥538.56
Analysts Maintain LY Price Target as Valuation Metrics Remain Steady Amid Recent Company Updates
Key Takeaways Accelerating AI integration and commerce expansion is driving higher user engagement, digital monetization, and new revenue streams across media, messaging, and financial services platforms. Strategic investments in platform integration, technology, and international growth are supporting operational efficiency, deepening ecosystem synergies, and enabling greater returns to shareholders.Read more
AN
JP¥519.54
21.4% undervalued intrinsic discount
Fair Value
Revenue
7.71% p.a.
Profit Margin
8.63%
Future PE
18.8x
Price in 2029
JP¥659.23
Digitalization And Mini Apps Will Unlock Global Opportunities
Key Takeaways LY's integration of AI, cross-border commerce, and Mini Apps positions it as Japan's super-app, unlocking substantial long-term growth in digital commerce, advertising, and payments. Ongoing investments in AI ad tech, payment systems, and global expansion provide durable competitive advantages, supporting accelerated margin and earnings growth beyond analyst expectations.Read more
AN
JP¥650
37.2% undervalued intrinsic discount
Fair Value
Revenue
9.49% p.a.
Profit Margin
11.06%
Future PE
17.98x
Price in 2028
JP¥801.65
Trending Discussion
Recently Updated Narratives
AN
4689: Neutral Stance Will Link Dividend Policy And Governance Shifts To Future Returns
Fair Value: JP¥420 2.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
4689: Governance Review And Outage Resolution Will Support Long Term Upside
Fair Value: JP¥519.54 21.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Digitalization And Mini Apps Will Unlock Global Opportunities
Fair Value: JP¥650 37.2% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
LY Corporation Key Details
About 4689
- Founded
- 1996
- Employees
- 29863
- CEO
- WebsiteView website
LY Corporation engages in the online advertising and e-commerce businesses in Japan. It operates through three segments: Media Business, Commerce Business, and Strategic Business. The Media Business segment offers advertising solutions, including search ads, account advertising, display advertising, and various digital content and membership services such as LINE Official Accounts, LINE promotional stamps, LINE flyers, LINE News, LINE Music, LYP Premium, and Yahoo! Email. The Commerce Business segment provides e-commerce services and platforms, including Yahoo! Shopping, ZOZOTOWN, ZOZOUSED, Lyst, ASKUL BtoB office-related product sales, LOHACO, Yahoo! Auctions, Yahoo! Flea Market, Ikyu.com, LINE Travel, and food delivery services in Thailand. The Strategic Business segment delivers payment and financial services, including PayPay (cashless payment), PayPay Card, PayPay Bank, PayPay Securities, LINE Pay, LINE Bank Taiwan, LINE Score, LINE FXJ, DOSI, LINE BITMAX, and other fintech offerings. The company was formerly known as Z Holdings Corporation and changed its name to LY Corporation in October 2023. LY Corporation was incorporated in 1996 and is headquartered in Chiyoda, Japan. LY Corporation operates as a subsidiary of A Holdings Corporation.
Recent 4689 News & Updates
Narrative Update • Jun 04
4689: Neutral Dividend Policy And Governance Changes Will Shape Future Shareholder Returns
Analysts kept the LY price target steady at ¥420.0, citing updated assumptions for revenue growth, profit margins, and future P/E that are broadly in line with the recent Neutral stance from the Street. What's in the News Board meeting scheduled for June 4, 2026 to consider the acquisition of shares in T&D Financial Life Insurance Company by an LY consolidated subsidiary, with the aim of making it a subsidiary.Narrative Update • May 20