Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

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Equity Bottom-Up

<ul><li>Macbee Planet is a Tokyo-listed “LTV marketing” company that runs performance-fee digital-advertising campaigns for Japanese corporate clients, mostly in financial services, beauty, staffing and medical, buying affiliate and programmatic media on their behalf and earning a cost-per-acquisition fee.</li><li>A proprietary analytics platform, “Honeycomb,” allocates spend across dozens of media partners; it’s a spread business, revenue is the CPA fee clients pay, cost of sales is what Macbee pays publishers to generate the conversion.</li><li>The stock sits near a two-year low after guiding for 9% profit growth in June 2025, cutting that to a 27% decline six months later, then missing even the reduced number in June 2026.</li></ul>

Macbee Planet is a Tokyo-listed “LTV marketing” company that runs performance-fee digital-advertising campaigns for Japanese corporate clients, mostly in financial services, beauty, staffing and medical, buying affiliate and programmatic media on their behalf and earning a cost-per-acquisition fee.A proprietary analytics platform, “Honeycomb,” allocates spend across dozens of media partners; it’s a spread business, revenue is the CPA fee clients pay, cost of sales is what Macbee pays publishers to generate the conversion.The stock sits near a two-year low after guiding for 9% profit growth in June 2025, cutting that to a 27% decline six months later, then missing even the reduced number in June 2026.

Japan

Ascentech KK provides information security solutions such as virtual desktops. The Company also offers storage solution and cloud solution services. Ascetech provides consulting and maintenance services.

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Ascentech KK (3565 JP)

Monday Delight: 10/08/2026

Macbee Planet is a Tokyo-listed “LTV marketing” company that runs performance-fee digital-advertising campaigns for Japanese corporate clients,...

Contrarian Cashflows

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