Smartkarma AI, Smartkarma

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Smartkarma AI

Smartkarma

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

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<a href="https://smartkarma.com/entities/macbee-planet-inc">Macbee Planet </a>is a high-growth marketing technology company specializing in data-driven LTV (Lifetime Value) marketing, a niche that offers significant upside within Japan's large internet advertising market.</li>
  <li>The company has demonstrated an exceptional track record of revenue and net income growth, driven by its performance-based consulting and proprietary technology platforms. However, this growth has been accompanied by significant cash flow volatility and recent margin compression.</li>
  <li>Key risks include a high dependency on a few key industries, particularly finance and wellness, increasing competition, and the challenge of maintaining profitability while scaling. The recent negative operating cash flow is a primary concern for investors.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Macbee Planet is a high-growth marketing technology company specializing in data-driven LTV (Lifetime Value) marketing, a niche that offers significant upside within Japan's large internet advertising market.
  The company has demonstrated an exceptional track record of revenue and net income growth, driven by its performance-based consulting and proprietary technology platforms. However, this growth has been accompanied by significant cash flow volatility and recent margin compression.
  Key risks include a high dependency on a few key industries, particularly finance and wellness, increasing competition, and the challenge of maintaining profitability while scaling. The recent negative operating cash flow is a primary concern for investors.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Macbee Planet  (7095 JP) - Oct 2025

Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Japan Experts, Extraordinary Performance

Our Corporate Advisory service is designed to give clients access to a wider range of investors. These include Japan specialists as well as global investors. The goal is to help achieve a fair equity valuation.

<ul><li>Emphasizing sales volume expansion – Q1-3 FY4/25 results indicated strong sales volume growth at 32.2% YoY, as the company continued diversifying into market sectors such as medical, recruitment and finance.</li><li>Although prioritizing growth has meant a shift in the customer mix away from traditionally high margin brick-and-mortar in-store experiences, we believe this strategic shift is positive given their larger addressable markets.</li><li>The company revised its FY4/25 guidance, providing greater clarity over the short term, and highlighted its medium-term expectations for sustained double-digit growth.</li></ul>

Emphasizing sales volume expansion – Q1-3 FY4/25 results indicated strong sales volume growth at 32.2% YoY, as the company continued diversifying into market sectors such as medical, recruitment and finance.Although prioritizing growth has meant a shift in the customer mix away from traditionally high margin brick-and-mortar in-store experiences, we believe this strategic shift is positive given their larger addressable markets.The company revised its FY4/25 guidance, providing greater clarity over the short term, and highlighted its medium-term expectations for sustained double-digit growth.

Macbee Planet (7095 JP) - Focus on Volume-First Growth Strategy

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<li>Back on track – With solid double-digit sales growth of 30.0% YoY, Q1-2 FY4/25 results highlight the company’s ongoing success in expanding the performance-based online advertising market.</li>
<li>Slight margin dilution YoY points to a changing sales mix in the Wellness sector, but the overall direction of travel remains positive with a sustained growth profile.</li>
<li>FY guidance has been maintained while a large-scale PR initiative for the company is planned in H2, and the company has managed to reverse some of the allowances for doubtful debt booked in FY4/24, which is a positive development.</li>
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Back on track – With solid double-digit sales growth of 30.0% YoY, Q1-2 FY4/25 results highlight the company’s ongoing success in expanding the performance-based online advertising market.
Slight margin dilution YoY points to a changing sales mix in the Wellness sector, but the overall direction of travel remains positive with a sustained growth profile.
FY guidance has been maintained while a large-scale PR initiative for the company is planned in H2, and the company has managed to reverse some of the allowances for doubtful debt booked in FY4/24, which is a positive development.






Macbee Planet (7095) - Prioritizing Sales Expansion

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

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<li>Quiddity's "<strong>Who is Ready</strong>" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>In the last few days, <a href="https://www.smartkarma.com/entities/sunwels-co-ltd" target="_blank" data-smartkarma-citation="entities:43702:1" rel="noopener">SUNWELS Co (9229 JP)</a> and <a href="https://www.smartkarma.com/entities/macbee-planet-inc" target="_blank" data-smartkarma-citation="entities:39863:1" rel="noopener">Macbee Planet (7095 JP)</a> have announced their moves to TSE prime which would eventually trigger a TOPIX Inclusion event.</li>
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<a href="https://www.smartkarma.com/entities/macbee-planet-inc" target="_blank" data-smartkarma-citation="entities:39863:1" rel="noopener">Macbee Planet</a> was in our highest conviction list but <a href="https://www.smartkarma.com/entities/sunwels-co-ltd" target="_blank" data-smartkarma-citation="entities:43702:1" rel="noopener">SUNWELS Co</a> was not. In this insight, we have made some modifications to our methodology to improve future hit rates.</li>
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Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
In the last few days, SUNWELS Co (9229 JP) and Macbee Planet (7095 JP) have announced their moves to TSE prime which would eventually trigger a TOPIX Inclusion event.

Macbee Planet was in our highest conviction list but SUNWELS Co was not. In this insight, we have made some modifications to our methodology to improve future hit rates.


TOPIX Inclusions: Who Is Ready (July 2024)

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

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<li>SilverCape has launched a hostile preconditional tender offer for <a href="https://www.smartkarma.com/entities/digital-holdings-inc" target="_blank" data-smartkarma-citation="entities:1697:1" rel="noopener">Digital Holdings Inc (2389 JP)</a> at JPY2,380, a 20.8% premium to the <a href="https://www.smartkarma.com/entities/hakuhodo-dy-holdings-inc" target="_blank" data-smartkarma-citation="entities:8736:1" rel="noopener">Hakuhodo Dy Holdings (2433 JP)</a> JPY1,970 offer. </li>
<li>The Board stonewalled SilverCape’s attempts to negotiate a friendly offer. SilverCape’s offer is based on EV/EBITDA multiples and will commence in late November.</li>
<li>The situation shares similarities with Soft99's contested offer. The Board is likely to oppose the SilverCape offer. Hakuhodo’s likely move will be to extend the close and disclose current acceptances. </li>
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SilverCape has launched a hostile preconditional tender offer for Digital Holdings Inc (2389 JP) at JPY2,380, a 20.8% premium to the Hakuhodo Dy Holdings (2433 JP) JPY1,970 offer. 
The Board stonewalled SilverCape’s attempts to negotiate a friendly offer. SilverCape’s offer is based on EV/EBITDA multiples and will commence in late November.
The situation shares similarities with Soft99's contested offer. The Board is likely to oppose the SilverCape offer. Hakuhodo’s likely move will be to extend the close and disclose current acceptances. 


Digital Holdings (2389 JP): SilverCape Counters with a Hostile Preconditional Offer

Japan

MacbeePlanet,Inc. provides marketing data analysis services. The Company offers consumer inflow paths and behavior patterns data analysis, consumer behavior machine learning, and analytics consulting services. MacbeePlanet serves clients across Japan.

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Macbee Planet (7095 JP)

Primer: Macbee Planet (7095 JP) - Oct 2025

Macbee Planet is a high-growth marketing technology company specializing in data-driven LTV (Lifetime Value) marketing, a niche that offers...

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