External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce</li><li>Offers anti-inflationary savings and eliminates fraud risks</li><li>Seen as undervalued with high growth potential compared to Amazon</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerceOffers anti-inflationary savings and eliminates fraud risksSeen as undervalued with high growth potential compared to AmazonThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

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.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/beenos-inc" target="_blank" data-smartkarma-citation="entities:18023:1" rel="noopener">Beenos Inc (3328 JP)</a> operates cross-border e-commerce websites that allow mainly individual users to buy and sell goods both in Japan and internationally over the Internet.</li>
<li>In FY09/23, BEENOS reported full-year consolidated revenue of JPY32.5bn, operating profit of JPY4.5bn, recurring profit of JPY4.1bn, and a net income attributable to owners of the parent of JPY2.2bn.</li>
<li>BEENOS Inc. has announced changes in its consolidated subsidiaries (share transfer).</li>
</ul>



Beenos Inc (3328 JP) operates cross-border e-commerce websites that allow mainly individual users to buy and sell goods both in Japan and internationally over the Internet.
In FY09/23, BEENOS reported full-year consolidated revenue of JPY32.5bn, operating profit of JPY4.5bn, recurring profit of JPY4.1bn, and a net income attributable to owners of the parent of JPY2.2bn.
BEENOS Inc. has announced changes in its consolidated subsidiaries (share transfer).


Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full year, despite discretionary spending pressure across major markets.</li><li>This resilience was due to an improvement in this metric during each quarter of 2023.</li><li>Focus category GMV indicated a promising upward trend, with growth close to 4%, significantly outpacing the other areas of eBay’s business by around 7 points.</li></ul>

eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full year, despite discretionary spending pressure across major markets.This resilience was due to an improvement in this metric during each quarter of 2023.Focus category GMV indicated a promising upward trend, with growth close to 4%, significantly outpacing the other areas of eBay’s business by around 7 points.

eBay Inc: Increasing Investment in AI & Product Enhancement Is A True Game Changer! - Major Drivers

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>E-Commerce growth slowed marginally as the sector consolidated post-Covid but remained higher than any other channel in 2022. </li>
<li>By 2025-26, it will be the largest channel, overtaking convenience stores – but Japan’s continuing support for retail stores means that omnichannel will be the main model.</li>
<li>As a result, the majority of transactions will be researched, initiated, and fulfilled through a combination of online and physical stores.</li>
</ul>


E-Commerce growth slowed marginally as the sector consolidated post-Covid but remained higher than any other channel in 2022. 
By 2025-26, it will be the largest channel, overtaking convenience stores – but Japan’s continuing support for retail stores means that omnichannel will be the main model.
As a result, the majority of transactions will be researched, initiated, and fulfilled through a combination of online and physical stores.


E-Commerce in Japan: Omnichannel Consolidation

<ul><li>eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges.</li><li>The company achieved a gross merchandise volume of approximately $18 billion, with revenue growth of 4% to $2.5 billion.</li><li>Advertising business revenue grew by 24%, reaching $366 million, with Promoted Listings Standard and Promoted Listings Advanced driving growth through strategic optimizations and innovations.</li></ul>

eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges.The company achieved a gross merchandise volume of approximately $18 billion, with revenue growth of 4% to $2.5 billion.Advertising business revenue grew by 24%, reaching $366 million, with Promoted Listings Standard and Promoted Listings Advanced driving growth through strategic optimizations and innovations.

United States

eBay Inc. operates an online trading community.  The Company's service is used by buyers and sellers for the exchange of products and services such as coins, collectibles, computers, memorabilia, stamps and toys, as well as concert and sporting tickets.  eBay also offers, through a subsidiary, secure online payment services.

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Ebay Inc (EBAY US)

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club (VIC)

BEENOS (3328): Q1 FY09/24 Update

Beenos Inc (3328 JP) operates cross-border e-commerce websites for individual users to buy and sell goods in Japan and internationally.

Shared Research

eBay Inc: Increasing Investment in AI & Product Enhancement Is A True Game Changer! - Major Drivers

eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full...

Baptista Research

E-Commerce in Japan: Omnichannel Consolidation

E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...

Michael Causton

eBay Inc.: Major Drivers

eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges. The company...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club (VIC)

BEENOS (3328): Q1 FY09/24 Update

​Beenos Inc (3328 JP) operates cross-border e-commerce websites for individual users to buy and sell goods in Japan and internationally.

Shared Research

eBay Inc: Increasing Investment in AI & Product Enhancement Is A True Game Changer! - Major Drivers

eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full...

Baptista Research

E-Commerce in Japan: Omnichannel Consolidation

​E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...

Michael Causton

eBay Inc.: Major Drivers

eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges. The company...

Baptista Research

Beenos Inc (3328 JP) operates cross-border e-commerce websites for individual users to buy and sell goods in Japan and internationally.

E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...