Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Demae-can's Q3 FY08/26 revenue declined 6.2% YoY, reaching 72.2% of the revised full-year forecast. </li><li>Gross merchandise value (GMV) for Q3 FY08/26 was JPY42.7bn, increasing 2.9% YoY and 13.9% QoQ. </li><li>The company revised FY08/26 forecast, expecting revenue of JPY39.2bn and a net loss of JPY7.8bn.</li></ul>

Demae-can's Q3 FY08/26 revenue declined 6.2% YoY, reaching 72.2% of the revised full-year forecast. Gross merchandise value (GMV) for Q3 FY08/26 was JPY42.7bn, increasing 2.9% YoY and 13.9% QoQ. The company revised FY08/26 forecast, expecting revenue of JPY39.2bn and a net loss of JPY7.8bn.

Demae-Can Co., Ltd. (2484 JP): Q3 FY08/26 flash update

<ul><li>Revenue for 1H FY08/26 was JPY18.0bn, a 13.9% decline YoY, with an operating loss of JPY3.2bn.</li><li>Gross merchandise value (GMV) for Q2 FY08/26 was JPY37.5bn, down 15.3% YoY, with 13.2mn orders.</li><li>Active users in Q2 FY08/26 totaled 2.45mn, a decrease of 15.5% YoY, with a GPM of 5.4%.</li></ul>

Revenue for 1H FY08/26 was JPY18.0bn, a 13.9% decline YoY, with an operating loss of JPY3.2bn.Gross merchandise value (GMV) for Q2 FY08/26 was JPY37.5bn, down 15.3% YoY, with 13.2mn orders.Active users in Q2 FY08/26 totaled 2.45mn, a decrease of 15.5% YoY, with a GPM of 5.4%.

Demae-Can Co., Ltd. (2484 JP): 1H FY08/26 flash update

<ul><li>Revenue decreased by 18.6% YoY, with an operating loss of JPY1.7bn and a recurring loss of JPY1.7bn.</li><li>Gross merchandise value (GMV) was JPY37.5bn, a decline of 7.4% YoY, with 13.9mn orders and 2.48mn active users.</li><li>GPM stood at 2.3%, a decrease of 25.8pp YoY, with coupon usage now deducted from revenue as variable consideration.</li></ul>

Revenue decreased by 18.6% YoY, with an operating loss of JPY1.7bn and a recurring loss of JPY1.7bn.Gross merchandise value (GMV) was JPY37.5bn, a decline of 7.4% YoY, with 13.9mn orders and 2.48mn active users.GPM stood at 2.3%, a decrease of 25.8pp YoY, with coupon usage now deducted from revenue as variable consideration.

Demae-Can Co., Ltd. (2484 JP): Q1 FY08/26 flash update

<ul><li>Revenue for the company was JPY39.7bn, a 21.2% YoY decline, achieving 100.6% of the forecast.</li><li>Gross merchandise value (GMV) was JPY167.2bn, with 60.7mn orders and 4.6mn active users, all declining YoY.</li><li>For FY08/26, the company forecasts JPY44.1bn revenue, with operating and recurring losses of JPY4.0bn each.</li></ul>

Revenue for the company was JPY39.7bn, a 21.2% YoY decline, achieving 100.6% of the forecast.Gross merchandise value (GMV) was JPY167.2bn, with 60.7mn orders and 4.6mn active users, all declining YoY.For FY08/26, the company forecasts JPY44.1bn revenue, with operating and recurring losses of JPY4.0bn each.

Demae-Can Co., Ltd. (2484 JP): Full-year FY08/25 flash update

Telco/Internet specialist

Kirk Boodry

Redex Research

Thematic (Sector/Industry)

<ul>
<li>The Japan telecom and Internet companies in our coverage universe held ¥1,253bn in public equities as of Q2(Sep) largely built through capital alliances tied to business collaboration</li>
<li>NTT has the largest portfolio at c. ¥958bn (7% of market cap) followed by KDDI. Toyota (¥354bn) and JTower (three strategic telcos) are the largest and most widely held </li>
<li>The P&amp;L impact of valuation changes in Q2 should be muted. We have included tables for all the companies in our coverage</li>
</ul>


The Japan telecom and Internet companies in our coverage universe held ¥1,253bn in public equities as of Q2(Sep) largely built through capital alliances tied to business collaboration
NTT has the largest portfolio at c. ¥958bn (7% of market cap) followed by KDDI. Toyota (¥354bn) and JTower (three strategic telcos) are the largest and most widely held 
The P&amp;L impact of valuation changes in Q2 should be muted. We have included tables for all the companies in our coverage


Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios

Japan

Demae-can Co., Ltd. operates websites offering comprehensive delivery services.  The Company's websites allow users to order food, dry cleaning, and repair and recycling services through the Internet.

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Demae-Can Co., Ltd. (2484 JP)