Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

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Equity Bottom-Up

<ul><li>Macbee Planet is a Tokyo-listed “LTV marketing” company that runs performance-fee digital-advertising campaigns for Japanese corporate clients, mostly in financial services, beauty, staffing and medical, buying affiliate and programmatic media on their behalf and earning a cost-per-acquisition fee.</li><li>A proprietary analytics platform, “Honeycomb,” allocates spend across dozens of media partners; it’s a spread business, revenue is the CPA fee clients pay, cost of sales is what Macbee pays publishers to generate the conversion.</li><li>The stock sits near a two-year low after guiding for 9% profit growth in June 2025, cutting that to a 27% decline six months later, then missing even the reduced number in June 2026.</li></ul>

Macbee Planet is a Tokyo-listed “LTV marketing” company that runs performance-fee digital-advertising campaigns for Japanese corporate clients, mostly in financial services, beauty, staffing and medical, buying affiliate and programmatic media on their behalf and earning a cost-per-acquisition fee.A proprietary analytics platform, “Honeycomb,” allocates spend across dozens of media partners; it’s a spread business, revenue is the CPA fee clients pay, cost of sales is what Macbee pays publishers to generate the conversion.The stock sits near a two-year low after guiding for 9% profit growth in June 2025, cutting that to a 27% decline six months later, then missing even the reduced number in June 2026.

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>Q1-4 FY4/2023 results were ahead of revised company guidance and our earnings estimates, highlighting the company’s success in 1) driving demand at both existing and newly acquired customers, and 2) implementing Marketing Technology services that are improving the overall sales mix and driving margin growth.</li><li>On this fundamentally robust basis, the company acquired Net Marketing in April 2023, an advertising agency that will allow access to new customers in which to sell-in profitable Marketing Technology services and replicate its effective model, as well as gain exposure to a more diversified range of market sectors.</li><li>Strong outlook for FY4/2024 – we revise our earnings estimates for FY4/2024 and beyond, reflecting the following: 1) stronger topline growth in Analytics Consulting, 2) a more enhanced trajectory of profitability improvement in the medium term, given the success of Marketing Technology services to date.</li></ul>

Q1-4 FY4/2023 results were ahead of revised company guidance and our earnings estimates, highlighting the company’s success in 1) driving demand at both existing and newly acquired customers, and 2) implementing Marketing Technology services that are improving the overall sales mix and driving margin growth.On this fundamentally robust basis, the company acquired Net Marketing in April 2023, an advertising agency that will allow access to new customers in which to sell-in profitable Marketing Technology services and replicate its effective model, as well as gain exposure to a more diversified range of market sectors.Strong outlook for FY4/2024 – we revise our earnings estimates for FY4/2024 and beyond, reflecting the following: 1) stronger topline growth in Analytics Consulting, 2) a more enhanced trajectory of profitability improvement in the medium term, given the success of Marketing Technology services to date.

Macbee Planet (7095) - Firing on All Cylinders

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)

Monday Delight: 10/08/2026

Macbee Planet is a Tokyo-listed “LTV marketing” company that runs performance-fee digital-advertising campaigns for Japanese corporate clients,...

Contrarian Cashflows

Macbee Planet (7095) - Firing on All Cylinders

On this fundamentally robust basis, the company acquired Net Marketing in April 2023, an advertising agency that will allow access to new customers

Astris Advisory Japan

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