ã®ããã£(giftee)IPOããã¶ãŒãºã«æ°èŠäžå Žæ¿èªãããŸããã䞻幹äºã¯éæèåžãåãå
¬éæ ªåŒ4,390,700æ ªããªãŒããŒã¢ãããã¡ã³ã658,600æ ªãæ³å®çºè¡äŸ¡æ Œ1,250åããç®åºãããäžå ŽèŠæš¡ã¯çŽ63.1ååã§ããæµ·å€åŒãåããªã©ã¯ãããŸããã
äºæ¥ã¯eã®ãããµãŒãã¹ã®äŒç»ãéçºãéå¶ãªã©ãè¡ã£ãŠããäŒæ¥ã§ããäžå Žã¿ã€ãã³ã°ãšããŠã¯æ¥æé·ããŠããããæªããããŸããããéãç©ãé»ååãããäžã®äžãªã®ã§å瀟ãµãŒãã¹ãåžå Žã«åãå
¥ãããããã§ãã
ååŒå
倧æã«ã¯ããŒãœã³(2651)ãKDDI(9433)ã®ååããããŸãããŸãã¹ã¿ãŒããã¯ã¹ãšã®ååŒãããããã§ããå°åé貚ãªã©ãé¢çœãåãçµã¿ãããç¬ç¹ã§ãã
ã®ããã£ãäžå Žããããšã«ãããå瀟ãµãŒãã¹ãåãå
¥ããäŒæ¥ãå¢ãæ¥çžŸé¢ã§ããªããã©ã¹ã«ãªãå¹æããããšèããŠããŸããç¬å çãªãµãŒããçŸåšè¡ã£ãŠããŸããæ°èŠåå
¥ããŠããäŒæ¥ãçŸããããšã§ããããé»å決æžãªã©ã¯ãã£ãšåå
¥äŒæ¥ãå€ãæ¿æŠãšãªã£ãŠããŸãã
ã®ããã£(4449)IPOã®è©³çŽ°ããŒã¿
é ç® | äžå Žåºæ¬ããŒã¿ |
åžå Ž | ãã¶ãŒãº |
æ¥çš® | æ å ±ã»éä¿¡æ¥ |
äºæ¥å 容 | å人ãæ³äººãèªæ²»äœã察象ãšããåçš®eã®ãããµãŒãã¹ã®äŒç»ã»éçºã»éå¶ç |
å ¬éäºå® | 9æ20æ¥ |
ããã¯ãã«ãã£ã³ã°æé | 9æ03æ¥ïœ9æ09æ¥ |
æ³å®äŸ¡æ Œ | 1,250å |
ä»®æ¡ä»¶ | 1,300åïœ1,500å |
å ¬éäŸ¡æ Œ | 9æ10æ¥ |
äŒæ¥æ å ± | https://giftee.co.jp/ |
ãæåéã®äœ¿éã
æåæŠç®é¡909,000ååã«ã€ããŠã¯ããïŒãæ°èŠçºè¡æ ªåŒãã®ïŒæ³šïŒïŒïŒã«èšèŒã®ç¬¬äžè å²åœå¢è³ã®æåæŠç®é¡äžé757,390ååãšåãããŠãé転è³éãšããŠâ 人件費åã³æ¡çšæè²è²»ãâ¡åºåè²»åã³è²©å£²ä¿é²è²»ãâ¢ãµãŒããŒè²»çšãâ£å€æ³šè²»ãåã³â€æ¯æè³éã«å åœããèšåè³éãšããŠâ¥æ°ã·ã¹ãã éçºã®ããã®å€æ³šè²»ã»äººä»¶è²»ã«å åœããäºå®ã§ãããŸãã
â 人件費åã³æ¡çšæè²è²»
æ¢åã·ã¹ãã ã®æ©èœæ¡å ã®ããã®éçºäººå¡ãå¶æ¥äººå¡ã®äººä»¶è²»åã³æ¡çšæè²è²»ã«550,728ååãå åœããäºå®ã§ãããŸããåœç€Ÿã°ã«ãŒãã§ã¯ãæ¢åã·ã¹ãã ã®æ©èœæ¡å ã«åªããŠãããéçºäººå¡ãå¢åŒ·ãããŸãã·ã¹ãã ã®å°å ¥åã¯eã®ããã掻çšãããã£ã³ããŒã³å®æœã«é¢ããæ³äººå¶æ¥ã匷åããçºã«ãå¶æ¥äººå¡ãå¢åŒ·ããäºå®ã§ãããŸãã
â¡åºåè²»åã³è²©å£²ä¿é²è²»
åœç€Ÿã°ã«ãŒããµãŒãã¹ã®èªç¥åºŠåäžåã³é¡§å®¢åºç€æ¡å€§ã®ããã®åºåè²»åã³è²©å£²ä¿é²è²»ã«149,279ååãå åœããäºå®ã§ãããŸããåœç€Ÿã°ã«ãŒãã®æäŸããeã®ããã«ã€ããŠãæ¥æ¬åœå ã«ãããŠã¯èªç¥åºŠãäœããeã®ããã®èªç¥åºŠåäžåã³é¡§å®¢åºç€æ¡å€§ã®ããã®åºå宣äŒåã³è²©å£²ä¿é²ã«æŽ»çšããŠããäºå®ã§ãããŸãã
â¢ãµãŒããŒè²»çš
eã®ããçºè¡é¡ã®å¢å ã«äŒŽããµãŒããŒå¢èšã®ããã®ãµãŒããŒè²»çšã«84,508ååãå åœããäºå®ã§ãããŸããåœç€Ÿã°ã«ãŒãã§ã¯ãeã®ããçºè¡é¡ã®å¢å ã«äŒŽããå¿ èŠãšãªãç°å¢æ§ç¯ã®ãããµãŒããŒå¢èšãå®æœããŠããäºå®ã§ãããŸãã
â£å€æ³šè²»
ã·ã¹ãã ã®æ©èœæ¹åã®ããã®å€æ³šè²»ã«42,448ååãå åœããäºå®ã§ãããŸããåœç€Ÿã°ã«ãŒãã§ã¯ãã·ã¹ãã éçºã«ããããäžéšæ¥åãå€éšã®ãšã³ãžãã¢ããã£ã¬ã¯ã¿ãŒåã³ãã¶ã€ããŒçã«å§èšããŠãããä»åŸãæ©åçãªã·ã¹ãã éçºãå®æœã§ãããããå€éšãªãœãŒã¹ã®æå¹æŽ»çšãè¡ãäºå®ã§ãããŸãã
â€æ¯æè³é
äºæ¥èŠæš¡ã®æ¡å€§ã«äŒŽãæ¯æè³éã«310,757ååãå åœããäºå®ã§ãããŸããåœç€Ÿã°ã«ãŒãã®äºæ¥ã®ç¹æ§äžãé·æã®å£²æéã®çºçã¯ããããŸããããéèæ©é¢ãžã®æ¯æãæç¶ãäžãè«æ±å ããã®å ¥éãããæ°æ¥åã«åœè©²æã®æ¯æç·é¡ã«å¯Ÿããæ¯æãæç¶ããè¡ããããä»åŸã®eã®ãã販売é«ã®å¢å ãã倧åæ¡ä»¶çã®å泚ã«åããæ¯æè³éãšããŠæŽ»çšããäºå®ã§ãããŸãããªããæ¯æè³éã®å åœææã«ã€ããŠã¯ãçŸæç¹ã®è²©å£²èšç»ã«åºã¥ããã®ã§ãããä»åŸã®å泚ç¶æ³çã®åœ±é¿ã«ããå€åããå¯èœæ§ããããŸãã
â¥æ°ã·ã¹ãã éçºã®ããã®å€æ³šè²»ã»äººä»¶è²»
æ°ã·ã¹ãã éçºã®ããã®å€æ³šè²»ã»äººä»¶è²»ã«505,300ååãå åœããäºå®ã§ãããŸããåœç€Ÿã°ã«ãŒãã§ã¯ãæ°èŠäºæ¥ãšããŠã顧客äŒæ¥ã®IDã®çºè¡ã»ç®¡çåºç€ã«é¢ããæ°ããªãã©ãããã©ãŒã ã®æ§ç¯ãèšç»ããŠããããã®ã·ã¹ãã æ§ç¯è²»çšãšããŠæå¹æŽ»çšããäºå®ã§ãããŸãã
â»äžèšä»¥å€ã®æ®é¡ã¯ãäºæ¥æ¡å€§ã®ããã®é転è³éã«å åœããæ¹éã§ãããŸãããå ·äœåããŠããäºé ã¯ãããŸããããªããå ·äœçãªå åœææãŸã§ã¯ãå®å šæ§ã®é«ãéèååçã§éçšããæ¹éã§ãããŸãã
é ç® | æ ªæ°ããŒã¿ |
å ¬åæ ªæ° | 800,000æ ª |
売åºæ ªæ° | 3,590,700æ ª |
å ¬éæ ªæ°(åèš) | 4,390,700æ ª |
ãªãŒããŒã¢ãããã¡ã³ã | 658,600æ ª |
äžå Žæçºè¡æžã¿æ ªæ° | 24,831,000æ ª(å ¬ååãå«ã) |
æ³å®ããŒã¹ã®æ䟡ç·é¡ | çŽ310.4åå |
å¹¹äºå£ | éæèåž(䞻幹äº) ã¿ãã»èšŒåž SMBCæ¥è蚌åžãâå£åº§éèšã§ã¹ããŒãžç²åŸ SBIèšŒåž å€§åèšŒåž å²©äºã³ã¹ã¢èšŒåž ãããã¯ã¹èšŒåžãâå®å šå¹³çæœéž æŸäºèšŒåž æ°ŽæžèšŒåž 岡äžèšŒåž 岡äžãªã³ã©ã€ã³èšŒåžãâååãéäžèŠæœéž |
ã®ããã£(4449)äžå Žè©å€ãšIPOåæ
æ³å®çºè¡äŸ¡æ Œ1,250åãåºã«åžåéé¡ãç®åºãããšçŽ54.9ååãšãªãããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ63.1ååèŠæš¡ã®äžå ŽãšãªããŸããäžå ŽèŠæš¡ã¯å€§ããã®ãµã€ãºã§ããåæã¯å£²äž11.2ååãå©çã2ååãšãªã£ãŠããŸããå瀟ã°ã«ãŒãã¯å瀟ãšé£çµåäŒç€Ÿã®ãGIFTEE MALAYSIA SDN. BHD.ãã§æ§æãããŠããŸããeã®ãããµãŒãã¹ãšã¯ã¡ãŒã«ãSNSã§ããåããããæç« ã«æ·»ããã ãã§èŽãããšãã§ãããµãŒãã¹ã§ãã
åæ±ãã®ããã®çš®é¡ã¯ãå人ãŠãŒã¶ãŒãWebã§eã®ãããè³Œå ¥ããããšãã§ãããgifteeããµãŒãã¹ãæ³äººããã£ã³ããŒã³çã§ã®å©çšãç®çã«eã®ãããè³Œå ¥ããããšãã§ãããgiftee for BusinessããµãŒãã¹ã
eã®ããçºè¡äŒæ¥(飲é£åºã»å°å£²åºç)ãeã®ããã®çæã»æµéã»è²©å£²ã»æ±ºæžã»å®çžŸç®¡çãè¡ãããšãã§ããã·ã¹ãã eGift SystemãSaaSã§æäŸãããeGift SystemããµãŒãã¹ã
å°åé貚ã®é»ååãœãªã¥ãŒã·ã§ã³ãæäŸããå°åé貚ãµãŒãã¹ãWelcome! STAMPããã®äž»ã«4ã€ã®ãµãŒãã¹ãæäŸããŠããŸãããããå šäœããeã®ãããã©ãããã©ãŒã äºæ¥ããšå®çŸ©ããŠãeã®ããã®çæã»æµéã»è²©å£²ãäžæ°é貫ã§è¡ã£ãŠããŸãã
å瀟ã°ã«ãŒããåãå·»ãäºæ¥ç°å¢ãšããŠã¯ãè¿å¹Žã¹ããŒããã©ã³ãæ¥éã«æ®åããŠããå人ã®æ¶è²»è¡åã®å€ããã¹ããŒããã©ã³ã®ã€ã³ã¿ãŒãããçµç±ã§è¡ãããããã«ãªã£ãŠããŸããç·åçã®å¹³æ29幎çæ å ±éä¿¡çœæžåã³å¹³æ30幎çæ å ±éä¿¡çœæžã«ããã°ãå人ã®ã¹ããŒããã©ã³ã®ä¿æçã¯ã2011幎ã«14.6ïŒ ã§ãã£ããã®ãã2017幎ã«ã¯60.9ïŒ ãšå€§ããäžæããŠããŸãã
ãŸããç·åçæ å ±éä¿¡æ¿çç 究æãå¹³æ29幎æ å ±éä¿¡ã¡ãã£ã¢ã®å©çšæéãšæ å ±è¡åã«é¢ãã調æ»ã ã«ããã°ãã¢ãã€ã«æ©åšã®å¹³æ¥1æ¥ãããã®ã€ã³ã¿ãŒãããå©çšæéã¯ã2012幎ã«37.6åã§ãã£ããã®ãã2017幎ã«ã¯64.7åãšãªã£ãŠããã2017幎ã®ããœã³ã³çµç±ã§ã®å¹³åã€ã³ã¿ãŒãããå©çšæéã§ãã33.5åã倧ããäžåã£ãŠããŸãã
å調æ»ã«ããã°ãå¹³æ¥1æ¥ãããSNSã®å¹³åå©çšæéã¯ã2012幎ã®8.8åãã2017幎ã«ã¯27.0åãšãSNSã«ããã³ãã¥ãã±ãŒã·ã§ã³ãå¢å ããŠããããšã瀺ããŠããŸãã
ãã®ãããªæ代èæ¯ããããå瀟ã¯å人åã³æ³äººåããœãªã¥ãŒã·ã§ã³ã®æäŸãè¡ãããšã§eã®ããã®çæã»æµéã»è²©å£²ãäžæ°é貫ã§è¡ãeã®ãããã©ãããã©ãŒããŒãšããŠã®å°äœã確ç«ããŠããŸãã
ãããŸã§ãã£ã³ããŒã³ã®é客çã®è²©ä¿æŽ»åã«çŽåžããã©ã¹ããã¯ã«ãŒããå©çšããŠããäºæ¥è ãeã®ãããå©çšããäºäŸãå¢ããŠãããeã®ããã®åžå ŽèŠæš¡ã¯2018幎床ã§1,167ååã«éããŠãããšãããŠããŸãã
ãgifteeãµãŒãã¹ãã¯ãçŽæ¥å¯Ÿé¢ããŠããªã人ã«å¯ŸããŠäœãã®ããããã¬ãŒã³ããããããŒãºã®ããå人ãŠãŒã¶ãŒãgifteeã®ã¢ããªåã¯Webãã©ãŠã¶äžã§eã®ãããéžæããŠãã¯ã¬ãžããã«ãŒãããã£ãªã¢æ±ºæžçã«ããè³Œå ¥ããã¡ãŒã«ãSNSã§åãåãæ¹ã«éä»ããããšãã§ãããµãŒãã¹ã§ãã
gifteeãµãŒãã¹ãåãæ±ã£ãŠããååã¯ãã³ãŒããŒãããŒããããšãã£ãæ°çŸåçšåºŠã®äŸ¡æ Œåž¯ãäžå¿ã§ãèŽãæ¹ãåãåãæ¹ãè² æ ã«ãªããªãã«ãžã¥ã¢ã«ãªååã©ã€ã³ããããå€ãããšãç¹åŸŽã§ãããŸãã¡ãŒã«ãSNSã§éä»ããããšãããéæããããã«éãããšãã§ããŸãã
ãgiftee for BusinessãµãŒãã¹ãã¯ãæ³äººããã£ã³ããŒã³çã§èªç€Ÿã®ãŠãŒã¶ãŒã«ã®ãããä»äžããã·ãŒã³ã§å©çšå¯èœãªãµãŒãã¹ã§ãã掻çšã·ãŒã³ã¯å€æ§ã§ãæ¥åºä¿é²ã®ãœãªã¥ãŒã·ã§ã³(ä¿éºäŒç€Ÿãéèæ©é¢çæ¥åºã®ã瀌ãªã©)ããã£ã³ããŒã³ããã¬ãŒã³ãã®è³åãèªç€ŸãµãŒãã¹ã®å©çšã®ã瀌ããã®ä»ãµã€ãå ã®ãã€ã³ã亀æã瀟å ã®å ±é ¬å¶åºŠçãæ§ã ãªããžãã¹ãœãªã¥ãŒã·ã§ã³ãšããŠå¹ åºãå©çšã§ããŸãã
ãµãŒãã¹ãå©çšããæ³äººãããeã®ããã®çºè¡ææ°æãåé ãããšå ±ã«ãåœè©²eã®ããã®çºè¡äŒæ¥ããåœè©²eã®ããã®è²©å£²ææ°æãåé ããŠããŸãã
giftee for Businessã¯ã2016幎ïŒæã«ãµãŒãã¹ãæäŸããŠä»¥éãçå®ã«å©çšäŒæ¥æ°ã䌞ã°ããŠããã2019幎1æãã6æãŸã§ã®çŽ¯èšæéã®ãµãŒãã¹ã®å©çšäŒæ¥æ°ã¯371瀟ãeã®ããæµéé¡ã¯14ååãšãªã£ãŠããŸãã
ãeGift SystemãµãŒãã¹ãã¯å瀟ã°ã«ãŒããSaaSã§æäŸãã飲é£åºã»å°å£²åºçã®æ³äººãeã®ããã®çæã»æµéã»è²©å£²ã»æ±ºæžã»å®çžŸç®¡çãè¡ãããšãã§ããã·ã¹ãã ã§ãã
eGift Systemãå°å ¥ããããšã§ã飲é£åºã»å°å£²åºçã®æ³äººãèªç€Ÿã®eã®ãããèªç€Ÿã®ããŒã ããŒãžãã¹ããŒããã©ã³ã¢ããªã§è²©å£²ããããšãã§ããã ãã§ãªããã°ã«ãŒãã®æäŸãããgifteeãããgiftee for Businessãããã®ä»eã®ãããµãŒãã¹æäŸäŒç€Ÿã«å¯ŸããŠãeã®ããã販売ããããšãå¯èœãšãªããŸãã
ãŸããã·ã¹ãã ãå°å ¥ããäŒæ¥ããã·ã¹ãã å©çšæãåé ããŠããŸããeGift Systemã¯ã2014幎1æã«ãµãŒãã¹ãæäŸããŠä»¥éçå®ã«å°å ¥äŒæ¥æ°ã䌞ã°ããå©çšäŒæ¥æ°ã¯70瀟ãå©çšç¶ç¶çã¯98.6ïŒ ãšãªã£ãŠããŸãã
å°åé貚ãµãŒãã¹ãWelcome! STAMPãã¯ãé»åã¹ã¿ã³ãã掻çšããå°åé貚ãœãªã¥ãŒã·ã§ã³ãæäŸããŠããŸããåŸæ¥ã®çŽãã«ãŒãã§çºè¡ãããŠãããç¹å®ã®å°åã§ã®ã¿äœ¿ããé貚ãåååžãã¹ããŒããã©ã³ãçšããŠæµéããããœãªã¥ãŒã·ã§ã³ã§ãã
åŸæ¥ã®çŽãã«ãŒãã§å°åé貚ãçºè¡ããå Žåãåœè©²çŽãã«ãŒãã®çŽå€±ãçé£ãé²ãããã«å©çšè ãå çåºããããã§ç®¡çããããšãå¿ èŠã§ããããŸããå çåºã¯åœè©²çŽãã«ãŒãã亀ææã«æåããŠæéããå¿ èŠããããŸããã
é»ååãããå°åé貚ã¯çŽå€±ãçé£ã®ãªã¹ã¯ãäœããé»åã¹ã¿ã³ãã§æ±ºæžãããåŸã«èªåçã«ç»é²å£åº§ã«å ¥éããããããå çåºã®ãªãã¬ãŒã·ã§ã³ã®è»œæžã«ã€ãªãããšèããããŸããæŽã«ãé»åé貚ã®è²©å£²ã»å©çšã®å®çžŸã¯å šãŠãªã¢ã«ã¿ã€ã ã§ã·ã¹ãã å ã§äžå 管çãããããå®çžŸãå±¥æŽãªã©ã®ããŒã¿ãå³æã»èªåã§éèšããããšãå¯èœã§ãã
2016幎10æã«ã¯ãé·åŽçã®äºå³¶å島ã§çºè¡ãããŠããå°åé貚ãããŸãšãé貚ãã®é»ååãã2017幎9æã«ã¯æ±äº¬éœã®11ã®é¢å³¶ã§äœ¿çšã§ãããããŸãœé貚ãã®é»ååãè¡ã£ãŠããŸãããWelcome! STAMPããå°å ¥ããå°åé貚ã®çºè¡äž»äœãããã·ã¹ãã å©çšæãåé ããŠããŸãã
ã®ããã£(4449)ã®äŒæ¥è²¡åæ å ±ãšé åœæ§å
å次 | 第-æ | 第9æ |
決ç®å¹Žæ | – | 2018幎12æ |
売äžé« | – | 1,121,392 |
çµåžžå©ç | – | 283,338 |
芪äŒç€Ÿæ ªäž»ã«åž°å±ããåœæçŽå©ç | – | 198,487 |
å æ¬å©çåã¯ååæå æ¬å©ç | – | 196,239 |
çŽè³ç£é¡ | – | 1,099,107 |
ç·è³ç£é¡ | – | 1,772,957 |
1æ ªåœããçŽè³ç£é¡ | – | 45.74 |
1æ ªåœããåœæçŽå©çéé¡ | – | 8.81 |
èªå·±è³æ¬æ¯ç(ïŒ ) | – | 62.0 |
èªå·±è³æ¬å©çç(ïŒ ) | – | 18.1 |
æ ªäŸ¡åçç(å) | – | 386,914 |
é åœæ§å(ïŒ ) | – | – |
å¶æ¥æŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| – | 386,914 |
æè³æŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| – | â³53,700 |
財å掻åã«ãããã£ãã·ã¥ã»ãã㌠| – | 639,540 |
çŸéåã³çŸéåçç©ã®ææ«æ®é« | – | 1,227,422 |
第10æ第2ååæé£çµçŽ¯èšæé(2019幎1æ01æ¥ïœ2019幎6æ30æ¥)
売äžé«874,616åå
売äžç·å©ç779,002åå
å¶æ¥å©ç307,498åå
çµåžžå©ç308,041åå
芪äŒç€Ÿæ ªäž»ã«åž°å±ããååæçŽå©ç209,561åå
åœç€Ÿã°ã«ãŒãã®æäŸãããeGift Systemãã®å°å
¥äŒæ¥ãçå®ã«å¢å ãããšå
±ã«ãeã®ãããããŒã±ãã£ã³ã°çã«å©çšãããæ³äººã«åããeã®ãã販売ã§ãããgiftee for BusinessããµãŒãã¹ãé 調ã«ååŒãå¢å ãããŠãããŸãããŸãã2018幎9æã«ã¯æ±åã¢ãžã¢è«žåœé£åã§ã®æ¬æ Œçãªäºæ¥å±éãç®çãšããŠããã¬ãŒã·ã¢ã«åœç€Ÿã®å®å
šåäŒç€ŸãšãªãGIFTEE MALAYSIA SDN. BHD.ãèšç«ãã10æããå¶æ¥ãéå§ããããŸãããâ»ç¬¬9æé£çµäŒèšå ±å
ãgifteeããµãŒãã¹ã®äŒå¡æ°ã¯125äžäººããgiftee for Businessãã®å©çšäŒæ¥æ°ã¯371瀟ããeGift SystemããµãŒãã¹ã®å©çšäŒæ¥æ°ã¯70瀟ãšãªããŸãããâ»ç¬¬10æé£çµäŒèšå ±å
ã®ããã£(4449)åŸæ¥å¡ãšæ ªäž»ã®ç¶æ³
äŒç€Ÿèšç«ã¯2010幎8æ10æ¥ãæ±äº¬éœåå·åºæ±äºåç°5-10-25ã«æ¬ç€Ÿãæ§ããŸãã瀟é·ã¯å€ªç°çŠæ°(1984幎12æ29æ¥çãŸã)ãæ ªåŒä¿æçã¯19.79ïŒ ã§ããåŸæ¥å¡æ°85人ã§èšæéçšè 11人ãå¹³å幎霢32.7æ³ãå¹³åå€ç¶å¹Žæ°1.4幎ãå¹³å幎é絊äž5,275,000åã§ããé£çµåäŒç€Ÿãå«ãããšåŸæ¥å¡æ°87人ã§èšæéçšè 11人ãšãªããŸããé£çµåäŒç€Ÿã¯ãã¬ãŒã·ã¢ã¯ã¢ã©ã«ã³ããŒã«ã«ãããŸãã
æ°ååã¯å称 | æææ ªåŒæ°(æ ª) | æææ ªåŒæ°å²å(ïŒ ) |
å€ªç° çŠ | 5,417,000 | 19.79 |
KDDIæ°èŠäºæ¥è²æïŒå·æè³äºæ¥æé責任çµå | 3,716,000 | 13.58 |
ãžã£ãã³SV4å ±ææè³äºæ¥æé責任çµå | 3,617,000 | 13.22 |
éŽæš éå | 1,983,000 | 7.25 |
æ¢ ç° è£ç | 1,750,000 | 6.39 |
æ³ç¬ æå | 1,655,000 | 6.05 |
æ ªåŒäŒç€Ÿã€ã³ã¹ãã€ã¢ | 1,000,000 | 3.65 |
KDDIæ°èŠäºæ¥è²ææè³äºæ¥æé責任çµå | 1,000,000 | 3.65 |
æ ªåŒäŒç€Ÿãžã§ãŒã·ãŒã㌠| 950,000 | 3.47 |
æ ªåŒäŒç€ŸSMBCä¿¡èšéè¡ä¿¡èšå£ | 950,000 | 3.47 |
ãç®è«èŠæç²ã
æ¬åé䞊ã³ã«åŒå人ã®è²·ååŒåã«ãã売åºãã«é¢é£ããŠãè²žæ ªäººã§ãã倪ç°çŠäžŠã³ã«åœç€Ÿæ ªäž»ã§ããæ¢ ç°è£çãéŽæšéåãæ³ç¬æåãæ ªåŒäŒç€Ÿäžè¶äŒå¢äž¹ã€ãããŒã·ã§ã³ãºãèŠæºåšå®£ãè€ç°è¯åãæ ªåŒäŒç€Ÿãã£ãŒã»ãšãã»ãšãŒãäžåå¯æ³åã³æ£®ææã¯ã䞻幹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå ŽïŒå£²è²·éå§ïŒæ¥ïŒåœæ¥ãå«ãïŒåŸ90æ¥ç®ã®2019幎12æ18æ¥ãŸã§ã®æéäžã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ ªåŒã®å£²åŽçïŒãã ãããªãŒããŒã¢ãããã¡ã³ãã«ãã売åºãã®ããã«åœç€Ÿæ®éæ ªåŒã貞ãæž¡ãããšçãé€ããïŒãè¡ããªãæšåæããŠãããŸãã
売åºäººã§ããKDDIæ°èŠäºæ¥è²æïŒå·æè³äºæ¥æé責任çµåããžã£ãã³SV4å ±ææè³äºæ¥æé責任çµåãæ ªåŒäŒç€Ÿã€ã³ã¹ãã€ã¢ãKDDIæ°èŠäºæ¥è²ææè³äºæ¥æé責任çµååã³æ ªåŒäŒç€Ÿã€ã³ã¹ãã€ã¢ã»ã€ã³ãã¹ãã¡ã³ãã¯ã䞻幹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå ŽïŒå£²è²·éå§ïŒæ¥ïŒåœæ¥ãå«ãïŒåŸ90æ¥ç®ã®2019幎12æ18æ¥ãŸã§ã®æéäžã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ ªåŒã®å£²åŽçïŒãã ããåŒå人ã®è²·ååŒåã«ãã売åºãåã³ãã®å£²åŽäŸ¡æ Œãã第ïŒãåéèŠé ãã«ãããçºè¡äŸ¡æ Œã®1.5å以äžã§ãã£ãŠã䞻幹äºäŒç€ŸãéããŠè¡ã売åŽçã¯é€ããïŒãè¡ããªãæšåæããŠãããŸãã
å ããŠãåœç€Ÿæ°æ ªäºçŽæš©è ã§ããå°æççãé»ç¬ææ£ãäžæšæµä»ã倧æœæ ¹æ·³ãææ¬å¥äžãå è€å®å¿ãäžæ¹é æåã³å°æŸ€ååºã¯ã䞻幹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå ŽïŒå£²è²·éå§ïŒæ¥ïŒåœæ¥ãå«ãïŒåŸ90æ¥ç®ã®2019幎12æ18æ¥ãŸã§ã®æéäžã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ ªåŒã®å£²åŽçãè¡ããªãæšåæããŠãããŸãã
ãŸããåœç€Ÿã¯äž»å¹¹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå ŽïŒå£²è²·éå§ïŒæ¥ïŒåœæ¥ãå«ãïŒåŸ180æ¥ç®ã®2020幎ïŒæ17æ¥ãŸã§ã®æéäžã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ ªåŒã®çºè¡ãåœç€Ÿæ ªåŒã«è»¢æè¥ããã¯äº€æãããæ䟡蚌åžã®çºè¡åã¯åœç€Ÿæ ªåŒãååŸè¥ããã¯åé ããæš©å©ãä»äžãããæ䟡蚌åžã®çºè¡çïŒãã ããæ¬åéãæ ªåŒåå²ãã¹ããã¯ã»ãªãã·ã§ã³ãšããŠã®æ°æ ªäºçŽæš©ã®çºè¡åã³ãªãŒããŒã¢ãããã¡ã³ãã«ãã売åºãã«é¢é£ãã2019幎ïŒæ16æ¥éå¬ã®åœç€Ÿåç· åœ¹äŒã«ãããŠæ±ºè°ããã䞻幹äºäŒç€Ÿãå²åœå ãšãã第äžè å²åœå¢è³çãé€ããïŒãè¡ããªãæšåæããŠãããŸãã
äžäœæ ªäž»ã«ã¯90æ¥é(2019幎12æ18æ¥ãŸã§)ã®ããã¯ã¢ãããä»äžãããŠããŸãã売åºäººã«å¯ŸããŠã90æ¥éãšãªã£ãŠããŸãããããã¯ã¢ãã解é€åç1.5åã®èšå®ãèšããããŠããŸãããŸãæ°æ ªäºçŽæš©è
ã«å¯ŸããŠã90æ¥éã®ããã¯ã¢ãããä»äžãããŠããŸãã
KDDIãšãžã£ãã³ã®å£²åºæ ªã ãã§2,790,700æ ªãå
šäœã§å£²åºæ ªã3,590,700æ ªãªã®ã§ããªãå€ã売ãåºãã§ãã
ãããããã£ããã¯ãŒã¯IPOãããå°ãªãå
¬éæ ªæ°ã§æ¥çžŸãæ¡å€§äžãªã®ã§ã®ããã£ã¯çµæ§äººæ°ã«ãªãããã§ããïœ
ã®ããã£(4449)IPO倧æåå€äºæ³ãšå瀟é å
æ³å®çºè¡äŸ¡æ Œ1,250åããä»®æ¡ä»¶ãäžéæ¹åã«åŒãäžããã1,300åïœ1,500åã«æ±ºå®ããŸãããä»®æ¡ä»¶äžé1,500åã«ããåžåé¡ã¯çŽ65.9ååã«ãªãããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ75.7ååã«ãªããŸããæ³å®çºè¡äŸ¡æ Œãã12.6ååãåŒãäžããããããšã«ãªããŸããæ¥çžŸã奜調ãšã§ããããšãåçæ§ãè¯ãããšãããã«ã·ã§ã¢ç¬å ç¶æ ãšãªã£ãŠããããšããã人æ°ãé«ãããã§ããé»åã¯ãŒãã³ã ãšãŽããåºãã«ãšã³ã«ã€ãªããããšã奜ãŸããèŠå ã®ããã§ãã
2019幎12æã®é£çµæ¥çžŸäºæ³ã¯å£²äž17.7ååãšãªãåææ¯èŒã§çŽ58.3ïŒ å¢ãçµåžžå©ç5.3ååãšãªãåææ¯èŒã§çŽ86.6ïŒ å¢ã®å¢åå¢çèŠèŸŒã¿ãšãªããŸããEPS14.79ããPERãç®åºãããšçŽ101.42åãBPS95.27ããPBRãç®åºãããšçŽ15.74åã«ãªããŸããææšçã«ã¯ããªãå²é«ã«ãªãããäžå ŽåŸã®å€åãã«ã¯æ°ãä»ããããšããã§ãã
äžå ŽèŠæš¡ã倧ããããšãããã¯ã¢ãã解é€ã2,250åã«ãªãããšãªã©ãæ°ãããã§ãïŒ
ããã§ãè²·ããããããããªããã©åœéžããåå€å£²åŽãéžæããã»ããè³¢ãã®ãããããŸãããã
åå€äºæ³2,000åïœ2,250å
å¹¹äºå | é ååäœ(æ ª) | åŒåå²å(ïŒ ) |
éæèåž(䞻幹äº) | 3,754,400 | 85.51 |
ã¿ãã»èšŒåž | 329,300 | 7.50 |
SMBCæ¥èèšŒåž | 131,700 | 3.00 |
SBIèšŒåž | 43,900 | 1.00 |
倧åèšŒåž | 21,900 | 0.50 |
岩äºã³ã¹ã¢èšŒåž | 21,900 | 0.50 |
ãããã¯ã¹èšŒåž | 21,900 | 0.50 |
æŸäºèšŒåž | 21,900 | 0.50 |
æ°ŽæžèšŒåž | 21,900 | 0.50 |
岡äžèšŒåž | 21,900 | 0.50 |
é¡äŒŒäŒæ¥ | PER | PBR |
LINE(3938) | PER-å | PBR5.28å |
ã€ããŒ(4689) | PER15.52å | PBR1.66å |
ã¡ã¿ããã¹(6172) | PER8.5å | PBR1.55å |
åœéžçãã ãšäž»å¹¹äºããæ»ããŠãããããã蚌åžãããç³ã蟌ãã¹ã¿ã³ã¹ãããããã§ããéå»ã®çµéšããæå€ã«åœéžã§ããªãæããããŠããŸããéæèåžã䞻幹äºã ãšæè¿ã¯ãªããªãåœéžããªãã€ã¡ãŒãžããããŸããæ ªæ°ãå€ãããä»åã¯æåŸ ããŠããŸãã
SMBCæ¥è蚌åžã¯æ°èŠå£åº§éèšã§3ã¶æéã¹ããŒãžå¶ã§åªéãããããæåŸ ã§ãããã§ããæœéžæ ãåºããããã·ã¹ãã ãšãªã£ãŠããŸããç§ã¯ããã³ãºã¹ããŒãžç²åŸãšãªã£ãŠããŸããè³éå¹çãæªãæ°ãããŸããåœéžããã°èããå€ããããã§ãã
ååãéäžèŠã§åå ã§ããäŒæ¥ã¯æŸäºèšŒåžãšå²¡äžãªã³ã©ã€ã³èšŒåžãšãªã£ãŠããŸãã
æ ªæ°ãå€ãã®ã§SBIããªãã¬ãŒã蚌åžãªã©ããã®å§èšå¹¹äºãåŒãåããäŒæ¥ã«ãæåŸ ãåºæ¥ããã§ããæ¥æ¬èšŒåžæ¥åäŒã®ããŒã¿ã§èª¿ã¹ããšç¥ããªããšããã§é åãããŠããããããã§ãããã
IPOæè³ãšã¯å°ãé¢ããŸããWealthnavi(ãŠã§ã«ã¹ãã)ã®ETFæè³ã«èå³ãããã°å§ãããã£ã³ã¹ãããããŸãããå人çã«ã¯ããäžæ®µäžããåŸ ã£ãŠããç¶æ ã§ããæ¢ã«éçšã2幎çšåºŠçµéããŠããç¶æ ã§äžéšåºéãè¡ãåºå€ã§è²·ããªããåŸ ã£ãŠããç¶æ ã§ãã
ãã®ãŸãŸã ãšåºéããããšã§æ©äŒæ倱ãåŸ ã£ãŠãããã§ã埮åŠã§ããç©ç«ãè¡ã£ãŠããç¶æ ã§ããæ¯æ1äžåãªã®ã§ããã»ã©æçãåããŸããã8ææ«ãŸã§ã®ã¿ã€ã¢ãããè¡ã£ãŠããã®ã§ããã£ãããå©çšãã ããã
èåŸã®ããã«è²¯èç®çã§ã¯ãããŸãããçŸåšãã©ã¹1.27ïŒ ãšããªã埮åŠãªãšããã«ããŸããæšå¹Žã¯10ïŒ ä»¥äžãã©ã¹ã ã£ããã ãã©ã»ã»ã»çæã§æ瞟ãæ±ãããšé§ç®ãªã®ã¯ããããŸããã©ããªãã§ããããã
䌌ããããªETFæè³ã1äžåããåºæ¥ãTHEO(ããª)ã ãšããŒãã«ãããªãäžãããšæããŸããããªã¯1幎åãããæŸçœ®ã§è¥å¹²è² ããŠãŸãããŠã§ã«ã¹ããã¯10äžåããã®æè³ãšãªã£ãŠããŸãã
詳现ã¯âãTHEOïŒããªïŒã®è©å€ãå£ã³ããæ€çŽ¢ããã人æ°ãªã®ã§å£åº§éèšããŠã¿ã
ä»®æ³é貚ã埮åŠãªæãã«ãªã£ãŠããã®ã§IPOãããã¯çãäžãã£ãŠã»ãããšããã§ãã
ã®ããã£ã®ã¹ããã¯ãªãã·ã§ã³è©³çŽ°ã調ã¹ãŸãã
ã¹ããã¯ãªãã·ã§ã³è¡äœ¿æé | æ ªåŒã®æ°(æ ª) | çºè¡äŸ¡æ Œ(å) |
2015幎3æ05æ¥ïœ2025幎3æ05æ¥ | 283,000 | 30 |
2018幎9æ10æ¥ïœ2026幎9æ09æ¥ | 1,910,000 | 70 |
2019幎3æ11æ¥ïœ2027幎3æ10æ¥ | 50,000 | 70 |
2020幎3æ24æ¥ïœ2028幎3æ23æ¥ | 44,000 | 210 |
2020幎7æ19æ¥ïœ2028幎7æ18æ¥ | 700,000 | 210 |
2021幎1æ04æ¥ïœ2029幎1æ03æ¥ | 180,000 | 275 |
2021幎2æ15æ¥ïœ2029幎2æ14æ¥ | 43,000 | 275 |
2021幎5æ18æ¥ïœ2029幎5æ17æ¥ | 127,000 | æ ªåŒå ¬éæã®å ¬éäŸ¡æ Œ |
äžå Žæç¹ã§é¢ä¿ãããã¹ããã¯ãªãã·ã§ã³(æ°æ ªäºçŽæš©)ã¯2,243,000æ ªã«ãªããŸããçºè¡äŸ¡æ Œãäœãæ³å®çºè¡äŸ¡æ Œãšã¯å€§ããªå·®ããããŸãã
VCã®è³éååãšãªãäžå Žã€ã¡ãŒãžã¯ãããŸãããæ¥çžŸãè¯ããã人æ°åæåŸ ãšãªããŸããæ䟡ç·é¡ã¯æ³å®ããŒã¹ã§310ååãªã®ã§ãããã倧ããªäŒæ¥èŠæš¡ãšãªãäºå®ã§ãã
ã®ããã£(4449)IPOç§èŠãšç³ã蟌ã¿ã¹ã¿ã³ã¹
ã®ããã£(giftee)IPOã¯æ ªæ°ãå€ãããããå©çãèŠèŸŒããããªéæã ãšæããŸããããŸã«ç§ã䌌ããããªã·ã¹ãã ãå©çšããŠããŸãããããããçŸéã«ããååè³Œå ¥ãå°ãªããªããšèšãããŠãããããå瀟ã®æ¥çžŸãæ¡å€§ããŠããããšã§ãããããã ãé»ååããããã«é Œãããããšã倧ããªæè¡é©æ°ãèµ·ããå Žåã«ã·ã¹ãã ãªã©ãžã®è²»çšãåå¢ããã¯ãã§ãã
ç®è«èŠãèŠãŠããŠæ°ãä»ããŸããããé ããeã®ããããã®ãŸãŸã«ããŠããå Žåã¯å瀟ã®åçã«ãªãããã§ããçºè¡ããã°ããã»ã©ãã®ãããªãã¿ãŒã³ã¯ããã§ãããããåçã«ãçµã³ä»ããŸãããã
éåžžãeã®ããçºè¡äŒæ¥åã³eã®ããå©çšäŒæ¥ãããeã®ããã®çºè¡é¡ã«äžå®ã®ææ°æçãä¹ããŠç®åºãã販売ææ°æã»çºè¡ææ°æãåé ããŠãããŸãããç¹å®ã®è²©å£²å ããã¯ãeã®ããã®çºè¡é¡ã®ãã¡ãŠãŒã¶ãŒã䜿çšããã«æå¹æéãè¿ããeã®ããã®çºè¡é¡ãææ°æãšããŠåé ããŠãããŸãã
ããšã¯ã·ã¹ãã é害ãªã©ãæ°ã«ãªããšããã§ããä»åŸã¯eã®ãããã©ãããã©ãŒã ã掻çšãããã€ã³ããµãŒãã¹ã決æžãµãŒãã¹çã®æ°ãµãŒãã¹ã®æäŸãæ€èšããŠããããã§ãããããªããšäººä»¶è²»ãã·ã¹ãã éçºã«ããåçé¢ãããå¿é ã§ãã
ãžã§ãŒã·ãŒããŒãšäžžäºã°ã«ãŒããšè³æ¬æ¥åææºãçŽè¿ã§è¡ã£ãŠãããèªç€Ÿæé·ãå éãããããM&Aããè³æ¬æ¥åææºçãããã«æ€èšããŠããããã§ãã
ãã³ãã£ãŒãã£ãã¿ã«ä¿ææ ªãå€ãããšããè¥å¹²äžå®ãªãšããããããŸãããå人çã«ã¯æ»ããç³ã蟌ã¿ãè¡ãã€ããã§ããåå€çã«ã¯ããã¯ã¢ãããå€ããå ¬éäŸ¡æ Œã®1.5åãããã«ãªãã®ã§ã¯ãªãããšèããŠããŸãã
ã®ããã£ãšãã£ããã¯ãŒã¯IPOå¹¹äºå ¥ãããŠãŸãïŒããå®å šå¹³çæœéžã®ãããã¯ã¹èšŒåžã
âããããã¯ã¹èšŒåžå ¬åŒãž
äžå ŽäŒæ¥ã®CREAL(ã¯ãªã¢ã«)ã§ãåœãµã€ãçµç±ã®ç¹å žããä»ããŸãã
æ°èŠç»é²ãè¡ããšAmazonã®ããã«ãŒã1,000ååãã¬ãŒã³ããããã«ååæè³ã«å¿ããŠæ倧5äžååè²°ããŸããå£åŸåºè³ãšãã¹ã¿ãŒãªãŒã¹å¥çŽãããã«ä¿¡èšéè¡æŽ»çšã®åå¥ç®¡çã¯æ¥çéäžïŒ
1äžåããæè³ã§ããã»ã£ãããããã§è³ç£éçšã§ããŸããè³æåå ¥ãããšã«é åœãæ³å®å©åã4.0ïŒ ïœ5.5ïŒ ã§åéå®çžŸã¯å æ¬å²ã0件ãæ匷ã¹ããã¯äŒæ¥ãªã®ã§äžèšèšäºã§ãŸãšããŸããã