ãžã§ãã¬ãŒã·ã§ã³ãã¹IPOïŒ3195ïŒåå€äºæ³èšäºã«ãªããŸãã
ãã°ããåããèªè
åå€äºæ³ãæ²èŒããŠããŸãã®ã§ãããããé¡ãèŽããŸãã
æ¥çš®ïŒå°å£²æ¥
åžå ŽïŒãã¶ãŒãº
å
¬éäºå®ïŒ09/24
æéïŒ09/03ïœ09/09
ãäºæ¥å
容ã
åœç€Ÿã°ã«ãŒãã¯ãåœç€Ÿåã³é£çµåäŒç€Ÿã§ããæ ªåŒäŒç€Ÿããªãã«ããã«ã®èš2瀟ã§æ§æãããŠãããã€ã³ã¿ãŒãããäžã®åºè(ECãµã€ã)ã§åå販売ãè¡ããECããŒã±ãã£ã³ã°äºæ¥ããã·ã¹ãã åèšéçºãæ åå¶äœãè¡ãããã®ä»äºæ¥ããå±éããŠãããŸããåœç€Ÿã°ã«ãŒãã¯ãåªè¯ãªåæãåµãäŒæ¥ã®å€§åãªæãããæ¶è²»è
ãžãšäŒããæ©æž¡ã圹ãæ
ãäŒæ¥ã§ããããããšããäŒæ¥ç念ã®ããšãç¶ç¶çãªããŒã±ãã£ã³ã°ããŒã¿ã®åéãšåæåã³ãªãã¬ãŒã·ã§ã³ã®ã·ã¹ãã åãèæ¯ãšãããECããŒã±ãã£ã³ã°äºæ¥ããäž»ããäºæ¥ãšããŠå±éããŠããŸãã
ãŸãšãããšâãã€ã³ã¿ãŒãããã·ã§ããã³ã°ãµã€ãããªã³ã¡ã³å ãã®éå¶
ãè³é䜿éã
æåæŠç®é¡212,604ååã«ã€ããŠã¯ãã·ã¹ãã ã®éçºãæ¹è¯ãå¢åŒ·ã®ããã®éçºèŠå¡ã®äººä»¶è²»ãåã³äºæ¥å±éãæšé²ããã¹ããŠããŒã¯ãŠãŒã¶ãŒæ°ïŒæ³šïŒïŒã®å¢å çãå³ãããã®åºå宣äŒè²»ã«å
åœããäºå®ã§ãããŸããå
·äœçã«ã¯ä»¥äžã«å
åœããäºå®ã§ãããŸãã
â ECããŒã±ãã£ã³ã°äºæ¥ïŒæ³šïŒïŒã«ãããåçºæ³šç®¡çã·ã¹ãã åã³MISïŒMarketingãInformationãSystemïŒïŒæ³šïŒïŒã®éçºãæ¹è¯ãå¢åŒ·ã®ããã®éçºèŠå¡ã®äººä»¶è²»ãšããŠ86,599ååïŒå¹³æ26幎12ææïŒ8,841ååãå¹³æ27幎12ææïŒ36,102ååãå¹³æ28幎12ææïŒ41,655ååïŒ
â¡ECããŒã±ãã£ã³ã°äºæ¥ã«ããããŠããŒã¯ãŠãŒã¶ãŒæ°ã®å¢å åã³é客æ¹æ³ã®åŒ·åãå³ãããã®åºå宣äŒè²»ãšããŠ126,005ååïŒå¹³æ26幎12ææïŒ16,005ååãå¹³æ27幎12ææïŒ45,000ååãå¹³æ28幎12ææïŒ65,000ååïŒ
ãªããåã
ã®å
·äœçãªå
åœææãŸã§ã¯ãå®å
šæ§ã®é«ãéèååçã§éçšããŠããæ¹éã§ããã
100æ ªåäœ
å ¬åæ ªæ°ã216,000æ ª
売åºæ ªæ°ã190,000æ ª
åèšæ ªæ°ã406,000æ ªïŒ4060æïŒ
æ³å®äŸ¡æ Œã1090å
ä»®æ¡ä»¶ãã1090åïœ1200å
ãå¹¹äºå£ã
éæèåžïŒäž»å¹¹äºïŒ
ã¿ãã»èšŒåž
æ±æµ·æ±äº¬èšŒåž
SBI蚌åž
è柀èåž
岩äºã³ã¹ã¢èšŒåž
ä»®æ¡ä»¶äžéã¯1200åãšãªãåžåéé¡ããªãŒããŒã¢ãããã¡ã³ããå«ããŠçŽ0.5ååçš
ç©ã¿å¢ããããããšã«ãªããŸããã1200åç®åºã§çŽ5.6ååã®åžåãšãªããŸãã
ãããã·ã§ããéå¶ãªã®ã§åå€åŸã¯åŸ®åŠã ãšæããŸãããåå€ã¯ããããé£ã°ããš
èããŠããŸãã売äžãå¢çåºèª¿ã§æ¶è²»çšã¢ããã§ããã«ãããã·ã§ãã圢æ ã¯å¢ç
ãšãªã£ãŠããŸãã䞻軞ã¯ã€ã³ããªã¢é¢ä¿ãšãªã£ãŠããŸãã
âã¯ãªãã¯ã§æ¡å€§ããŸã
ã°ã«ãŒããéå¶ããç©è²©ãµã€ããã楜倩åžå Žã»ã¢ããŸã³ã»Yahoo!ã·ã§ããã³ã°çã®ECã¢ãŒã«
åã³ã€ã³ã¿ãŒãããçããåéãåæãããŠæ¶è²»ã«ã€ãªããããŒã¯ãŒãæœåºãæ¶è²»ã«ã€ãªãã
ããŒã¿ãèŠã€ãååã販売ããŠããŸããããã°ããŒã¿åéã«ããäœã売ãã®ããå¹çãã
éžæããäºãåŸæãªäŒæ¥ã§ãã
å šäœã§70äžç¹ã®ååãåãæ±ã£ãŠããäŒæ¥ã§ãããåšåº«ãããäºã¯æ®ã©ç¡ãã¡ãŒã«ãŒã
åžåºããã®çŽéã§åšåº«ãªã¹ã¯ãç¡ã圢æ ã§ãïŒããããã·ããã³ã°æ¹åŒïŒ
åºèã«ã€ããŠã¯ããªã³ã¡ã³å ãã®å±å·ã§ãã€ã³ããªã¢ããã¡ãã·ã§ã³ãçŸå®¹ã³ã¹ã¡ãã¹ããŒãçã®
ãžã£ã³ã«å¥ã«è€æ°ã®ã¢ãŒã«ã«ãŸãããçµå¶ããŠãããåèš25åºè網ãšãªã£ãŠããŸãã
ãžã§ãã¬ãŒã·ã§ã³ãã¹åå€äºæ³3000å
ããã¬ãŒããŒãºã»ãŠã§ãã
2013幎12ææã®å£²äžé«æ§ææ¯ã¯ãECããŒã±ãã£ã³ã°äºæ¥99.1ïŒ ïœECäºæ¥99.1ïŒ ïŒã€ã³ããªã¢53.5ïŒ ããã¡ãã·ã§ã³10.1ïŒ ã家é»14.1ïŒ ããããºã»ãããŒ8.2ïŒ ãæ¥çšå4.9ïŒ ãé£å1.8ïŒ ãçŸå®¹ã³ã¹ã¡1.2ïŒ ãã¹ããŒã0.9ïŒ ããã®ä»4.6ïŒ ïŒãECãµããŒã0.1ïŒ ïœããã®ä»äºæ¥0.9ïŒ ã
ãå¹¹äºé åã
éæèåžã345,300æ ª
ã¿ãã»èšŒåž32,400æ ª
æ±æµ·æ±äº¬èšŒåž8,100æ ª
SBI蚌åžãã8,100æ ª
è柀èåžãã8,100æ ª
岩äºã³ã¹ã¢èšŒåž4,000æ ª
ãæ¥çžŸçã®æŠèŠã
売äžé«ã¯36å70çŸäžå(åææ¯29.4ïŒ å¢)
å¶æ¥å©çã¯78çŸäžå(åææ¯50.5ïŒ å¢)
çµåžžå©çã¯83çŸäžå(åææ¯50.3ïŒ å¢)
åœæçŽå©çã¯52çŸäžå(åææ¯62.5ïŒ å¢)
ãé¡äŒŒäŒæ¥ã
倢å±æïŒ3185ïŒPER-å
çœé³©ïŒ3192ïŒPER22.53å
ã±ã³ã³ãŒã³ã ïŒ3325ïŒPER-å
ããã¯ã¢ããã¯90æ¥éãšãªã£ãŠãããã³ãã£ãŒãã£ãã¿ã«ãæ ªäž»åç°¿ã«èšèŒ
ãããŠããªãã®ã§ãã®èŸºãã¯ããªã奜æãæãŠãŸãã
売äžãé 調ã§ãããæ代ã«ãããããæãããIPOçã«ã人æ°ãšãªãããã§ãã
âããžã§ãã¬ãŒã·ã§ã³ãã¹ïŒ3195ïŒIPOãæ°èŠäžå Žæ¿èªèšäºãž
ãã°ããåã«äžå Žãã倢å±æã®ããã«ã ãã¯ãªã£ãŠã»ãããªãã§ãããåå€ã¯goodã§ãããã
é åœã¯åºãªãããã§ãã
ãŸãEPS57.33ãåºã«PERãç®åºãããšçŽ20.9åã«ãªãå€å°äžå€ãããããã§ãã
ãã¶ãŒãºäžå Žã§ãããé¢ä¿ãªã®ã§äººæ°åããã§ãããããäžå Žæ¥ãïŒïŒ¢ïŒ©ïŒŽïŒ©ïŒ¯ïŒ®åãã
å°ãæ¥ã«ã¡ãããã®ã§è²·ãæ欲ãããŸãããã§ããâª
éæèåžã§åœéžã§ããªããã°å人çã«å³ããã§ãããå æ¥ãåãã«ããéæ°ã¢ãã
ããã®ã§åœéžããã€ããã§ãã
å¢ãã倧äºãªã®ã§ãïŒïŒïŒããâãã¬ãŒãåŠæ³
ãéã絡ãã®ã§çããå¿ æ»ã ãšã¯æããŸãããIPOã«åœéžãããäžæ°ã«ç¬é¡ãããŒãã
ã ãã«ãåºæ¥ãã°æ¥œãã¿ãªããIPOã®ç³èŸŒãããŸãããïœ
ãŸãã§èªåã«èšãèãããŠããæ§ã«
äžå ŽäŒæ¥ã®CREAL(ã¯ãªã¢ã«)ã§ãåœãµã€ãçµç±ã®ç¹å žããä»ããŸãã
æ°èŠç»é²ãè¡ããšAmazonã®ããã«ãŒã1,000ååãã¬ãŒã³ããããã«ååæè³ã«å¿ããŠæ倧5äžååè²°ããŸããå£åŸåºè³ãšãã¹ã¿ãŒãªãŒã¹å¥çŽãããã«ä¿¡èšéè¡æŽ»çšã®åå¥ç®¡çã¯æ¥çéäžïŒ
1äžåããæè³ã§ããã»ã£ãããããã§è³ç£éçšã§ããŸããè³æåå ¥ãããšã«é åœãæ³å®å©åã4.0ïŒ ïœ5.5ïŒ ã§åéå®çžŸã¯å æ¬å²ã0件ãæ匷ã¹ããã¯äŒæ¥ãªã®ã§äžèšèšäºã§ãŸãšããŸããã