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>Revenue decreased YoY due to the sale of GMO Creators Network shares; net income rose 169.5% YoY.</li><li>Lolipop! saw a decline in low-priced contracts; ARPU increased 5.2% YoY after a price revision.</li><li>Company revised FY12/26 forecast, recognizing deferred tax assets; plans a special dividend of JPY74 per share.</li></ul>

Revenue decreased YoY due to the sale of GMO Creators Network shares; net income rose 169.5% YoY.Lolipop! saw a decline in low-priced contracts; ARPU increased 5.2% YoY after a price revision.Company revised FY12/26 forecast, recognizing deferred tax assets; plans a special dividend of JPY74 per share.

GMO Pepabo Inc (3633 JP): 1H FY12/26 flash update

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>GMO Pepabo is a multifaceted internet services provider with a strong, profitable core in its Domain &amp; Rental Server (Hosting) business, which serves as the primary earnings driver.</li>
  <li>The company faces significant headwinds in its E-Commerce Support and Handmade Products segments, which have experienced declining revenue and profitability, impacting overall growth.</li>
  <li>Strategic shifts, including the deconsolidation of the Financial Support business and increased investment in AI-related services, present both risks to revenue continuity and opportunities for future growth and margin improvement.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  GMO Pepabo is a multifaceted internet services provider with a strong, profitable core in its Domain &amp; Rental Server (Hosting) business, which serves as the primary earnings driver.
  The company faces significant headwinds in its E-Commerce Support and Handmade Products segments, which have experienced declining revenue and profitability, impacting overall growth.
  Strategic shifts, including the deconsolidation of the Financial Support business and increased investment in AI-related services, present both risks to revenue continuity and opportunities for future growth and margin improvement.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: GMO Pepabo Inc (3633 JP) - Aug 2026

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/gmo-ad-partners-inc" target="_blank" data-smartkarma-citation="entities:9029:1" rel="noopener">Gmo Ad Partners (4784 JP)</a> has become GMO Internet as of 1 January 2025. On that day, it merged with the "internet infrastructure business" of <a href="https://www.smartkarma.com/entities/gmo-internet-inc" target="_blank" data-smartkarma-citation="entities:13631:1" rel="noopener">GMO Internet (9449 JP)</a>. </li>
<li>It was a kind of reverse takeover - a backdoor listing - and it on 24-Dec-2024, it was announced GMO Internet would move from TSE Standard to TSE Prime end-Jan2025.</li>
<li>The stock is +300% since then. Why? A squeeze. Share count increase? 15x. Float share increase? Zero. Resulting Real World Float? 1.24% of shares out and about to shrink.</li>
</ul>



Gmo Ad Partners (4784 JP) has become GMO Internet as of 1 January 2025. On that day, it merged with the "internet infrastructure business" of GMO Internet (9449 JP). 
It was a kind of reverse takeover - a backdoor listing - and it on 24-Dec-2024, it was announced GMO Internet would move from TSE Standard to TSE Prime end-Jan2025.
The stock is +300% since then. Why? A squeeze. Share count increase? 15x. Float share increase? Zero. Resulting Real World Float? 1.24% of shares out and about to shrink.


GMO Internet (4784) DropDown Holdco Gone Ballistic - Squeezed on Truly Tiny Float

<ul><li>Revenue decreased YoY due to the deconsolidation of GMO Creators Network, but increased excluding this impact, supported by Domain & Rental Server performance.</li><li>Lolipop! saw a decline in low-priced contracts, but ARPU rose, and operating profit increased despite higher AI-related expenses.</li><li>Color Me Shop's Premium Plan contracts remained solid, but overall contracts declined; SUZURI's merchandise transaction value growth was sluggish.</li></ul>

Revenue decreased YoY due to the deconsolidation of GMO Creators Network, but increased excluding this impact, supported by Domain & Rental Server performance.Lolipop! saw a decline in low-priced contracts, but ARPU rose, and operating profit increased despite higher AI-related expenses.Color Me Shop's Premium Plan contracts remained solid, but overall contracts declined; SUZURI's merchandise transaction value growth was sluggish.

GMO Pepabo Inc (3633 JP): Q1 FY12/26 flash update

<ul><li>Revenue for cumulative Q3 FY12/25 increased YoY, driven by growth in stock-based revenue and high-priced plan contracts.</li><li>Operating profit for minne rose due to high-margin ad revenue and optimized human resource allocation despite revenue decline.</li><li>Full-year FY12/25 profit forecast revised upward due to a JPY34mn gain from GMO Creators Network share sale.</li></ul>

Revenue for cumulative Q3 FY12/25 increased YoY, driven by growth in stock-based revenue and high-priced plan contracts.Operating profit for minne rose due to high-margin ad revenue and optimized human resource allocation despite revenue decline.Full-year FY12/25 profit forecast revised upward due to a JPY34mn gain from GMO Creators Network share sale.

GMO Pepabo Inc (3633 JP): Q3 FY12/25 flash update

Japan

GMO Pepabo Inc provides web hosting services and internet solution services.

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GMO Pepabo Inc (3633 JP)