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 in Q1 FY12/25 increased YoY, driven by higher-priced contracts in EC Support and Financial Support businesses.</li><li>Domain & Rental Server (Hosting) revenue and operating profit progress lagged, despite increased customer spend from price revisions.</li><li>Handmade Products business achieved significant operating profit growth, aided by minne Ads, despite a decline in gross merchandise value.</li></ul>

Revenue in Q1 FY12/25 increased YoY, driven by higher-priced contracts in EC Support and Financial Support businesses.Domain & Rental Server (Hosting) revenue and operating profit progress lagged, despite increased customer spend from price revisions.Handmade Products business achieved significant operating profit growth, aided by minne Ads, despite a decline in gross merchandise value.

GMO Pepabo Inc (3633 JP): Q1 FY12/25 flash update

<ul><li>Full-year FY12/24 revenue increased YoY, driven by price revisions in recurring revenue businesses and reduced bad debt expenses.</li><li>FY12/25 forecast expects revenue growth from price revisions and high-priced plans, with a dividend increase to JPY67.0/share.</li><li>New medium-term policy targets FY12/27 revenue of JPY12.6bn and operating profit of JPY1.26bn, with increased payout ratio.</li></ul>

Full-year FY12/24 revenue increased YoY, driven by price revisions in recurring revenue businesses and reduced bad debt expenses.FY12/25 forecast expects revenue growth from price revisions and high-priced plans, with a dividend increase to JPY67.0/share.New medium-term policy targets FY12/27 revenue of JPY12.6bn and operating profit of JPY1.26bn, with increased payout ratio.

GMO Pepabo Inc (3633 JP): Full-year FY12/24 flash update

<ul><li>Revenue for Q3 FY12/24 was JPY8.1bn, with operating profit at JPY782mn, and net income at JPY551mn. </li><li>Recurring-revenue businesses showed strong performance, while one-time revenue businesses like SUZURI and Minne experienced stagnation. </li><li>Revised full-year FY12/24 forecast includes revenue of JPY10.8bn and net income of JPY554mn, exceeding previous expectations.</li></ul>

Revenue for Q3 FY12/24 was JPY8.1bn, with operating profit at JPY782mn, and net income at JPY551mn. Recurring-revenue businesses showed strong performance, while one-time revenue businesses like SUZURI and Minne experienced stagnation. Revised full-year FY12/24 forecast includes revenue of JPY10.8bn and net income of JPY554mn, exceeding previous expectations.

GMO Pepabo Inc (3633 JP): Q3 FY12/24 flash update

<ul><li>Revenue: JPY5.4bn (-2.9% YoY), Operating profit: JPY497mn, Recurring profit: JPY493mn, Net income: JPY325mn.</li><li>Lolipop! contracts: 409,327 (-2.0% YoY), customer spend: JPY521 (+5.3% YoY), launched Lolipop! for Gamers in April 2024.</li><li>FREENANCE revenue: JPY205mn (-54.2% YoY), operating loss: <JPY1mn, invoice purchasing amount: JPY2.5bn (-54.4% YoY).</li></ul>

Revenue: JPY5.4bn (-2.9% YoY), Operating profit: JPY497mn, Recurring profit: JPY493mn, Net income: JPY325mn.Lolipop! contracts: 409,327 (-2.0% YoY), customer spend: JPY521 (+5.3% YoY), launched Lolipop! for Gamers in April 2024.FREENANCE revenue: JPY205mn (-54.2% YoY), operating loss: 

GMO Pepabo Inc (3633 JP): 1H FY12/24 flash update

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

Japan

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

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GMO Pepabo Inc (3633 JP)