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 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

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 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

<ul><li>Revenue increased by 3.2% YoY to JPY5.5bn, with operating profit up 20.3% YoY to JPY598mn.</li><li>Domain & Rental Server (Hosting) revenue was JPY3.1bn, with operating profit declining 4.0% YoY to JPY971mn.</li><li>E-commerce Support revenue reached JPY1.5bn, with operating profit increasing 32.6% YoY to JPY459mn.</li></ul>

Revenue increased by 3.2% YoY to JPY5.5bn, with operating profit up 20.3% YoY to JPY598mn.Domain & Rental Server (Hosting) revenue was JPY3.1bn, with operating profit declining 4.0% YoY to JPY971mn.E-commerce Support revenue reached JPY1.5bn, with operating profit increasing 32.6% YoY to JPY459mn.

GMO Pepabo Inc (3633 JP): Q2 FY12/25 flash update

<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

Japan

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

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

GMO Pepabo Inc (3633 JP)