æ
å·¥æ¿ïŒ6548ïŒåå€äºæ³ãšIPOåæèšäºã«ãªããŸãã
ITç³»ã§ã¯ãªãã«ããŠã人æ°åããããªææããããåå€æåŸ
ãåºæ¥ããã§ãã
4æIPOã¯æ¥çšãè©°ãŸã£ãŠãããè³éãéäžããå¯èœæ§ããããŸãã
æ¥çš®ïŒãµãŒãã¹æ¥
åžå ŽïŒæ±èšŒãã¶ãŒãº
å
¬éäºå®ïŒ04/18
æéïŒ04/03ïœ04/07ã
100æ ªåäœ
å
¬åæ ªæ°ã450,000æ ª
売åºæ ªæ°ã110,000æ ª
åèšæ ªæ°ã560,000æ ªïŒ5,600æïŒãããâåœéžåºæ¥ãããïŒ
â»ãªãŒããŒã¢ãããã¡ã³ãã«ãã売åºã84,000æ ª
æ³å®äŸ¡æ Œã1,180åãâã11.8äžåå¿
èŠ
ä»®æ¡ä»¶ãã1,220åïœ1,370åã«æ±ºå®ããŸããïŒ
å
¬éäŸ¡æ Œã04/10æ¥ã«æ±ºå®äºå®ã§ã
ãå¹¹äºå£ã
倧å蚌åž
ïŒïŒ¢ïŒ£æ¥è蚌åžãããâ䞻幹äºãå¹¹äºãå€æ°åŒåããã£ã³ã¹ãå€ã
SBI蚌åžããããããâããŒãã³ãããã³ã IPOã«åœéžããŸãã
ãšã€ãã»ãšã¹èšŒåž
ãšãŒã¹èšŒåž
ãã¡ãã蚌åž
ä»®æ¡ä»¶äžéã1,370åã«æ±ºå®ããŠãããæ³å®çºè¡äŸ¡æ Œããã190åäžæ¯ãããŠããŸãã
ããã«äŒŽãåžåéé¡ã¯çŽ7.7ååããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ8.8ååã§ãã
æ±èšŒãã¶ãŒãºäžå ŽãèããŠã軜éçŽãªã®ã§åå€å©çã¯æãããšæããŸãïŒ
âã¯ãªãã¯ã§æ¡å€§ããŸããããããããããããâãããã»éå14,000åGETå¯èœã§ã
âã¯ãªãã¯ã§æ¡å€§ããŸãããããããããããâãSBI蚌åžã§IPOãã¯ããã3ã€ã®ãã€ã³ã
åœå å人顧客ãã¿ãŒã²ããã«ãªã³ã©ã€ã³ã§æµ·å€åãããã±ãŒãžæ è¡ã®äŒç»ã»è²©å£²ã
èªç©ºåžã®è²©å£²ã宿æ³æé ããªãã·ã§ãã«ãã¢ãŒã®æé çãè¡ã£ãŠããäŒæ¥ã§ãã
å瀟ã¯ãããã±ãŒãžæ è¡çã®æ è¡é¢é£ååã®è²©å£²ãã£ãã«ãèªç€ŸããŒã ããŒãžã
ä»ç€Ÿãéå¶ããæ è¡ç³»ã®ããŒã¿ã«ãµã€ããšãã£ãã€ã³ã¿ãŒãããäžã§ã®è²©å£²ã«çµã蟌ã
ãšå ±ã«ã顧客ãšã®ããåãã¯ã¡ãŒã«åã³é»è©±ãäž»ãªæ段ãšããŠããŸãã
ããã«ãã£ãŠãåºèéèšã»éå¶ã«ãããåºå®è²»ãåæžããã³ã¹ãã®äœæžãå³ã£ãŠãã
ç¹é·ããããŸãã
åæ±æ è¡å ã¯ã¢ãžã¢ãã¢ã¡ãªã«ããšãŒããããªã©æ¹é¢å¥ã«çµç¹ãåããŠããããããã
ã®éšçœ²ãæ è¡ã®äŒç»ããäºçŽãæé ãŸã§ãäžè²«ããŠè¡ãäœå¶ãåã£ãŠããããã§ãã
å人åã以å€ã«ããäŒæ¥ãå®å ¬åºãåŠæ ¡æ³äººçã®æ³äººé¡§å®¢åãã«æ¥åæž¡èªãå£äœ
æ è¡ã®æé çãè¡ã£ãŠããŸãã
ããã¬ããŒãºã»ãŠã§ãã
2016幎3ææã®å£²äžé«æ§ææ¯ã¯æ
è¡æ¥100ïŒ
ãæ
è¡åæ±é¡ã®æ§ææ¯ã§ã¯å人æ
è¡äºæ¥80.3ïŒ
ãæ³äººæ
è¡äºæ¥17.7ïŒ
ãã€ã³ããŠã³ãæ
è¡äºæ¥2.1ïŒ
æ å·¥æ¿ã®åå€äºæ³3100å
ãå¹¹äºé åã
倧å蚌åžã504,000æ ª
ïŒïŒ¢ïŒ£æ¥è蚌åž22,400æ ªãããâ䞻幹äºãå¹¹äºãå€æ°åŒåããã£ã³ã¹ãå€ã
SBI蚌åžã16,800æ ªãããããâããŒãã³ãããã³ã IPOã«åœéžããŸãã
ãšã€ãã»ãšã¹èšŒåž5,600æ ª
ãšãŒã¹èšŒåž5,600æ ª
ãã¡ãã蚌åž5,600æ ª
ãæ¥çžŸçã®æŠèŠã å¹³æ27幎4æ1æ¥ïœå¹³æ28幎3æ31æ¥
売äžé«21,697,624åå(å幎åææ¯4.1ïŒ
å¢)
å¶æ¥å©ç230,771åå(å111.5ïŒ
å¢)
çµåžžå©ç226,681åå(å85.3ïŒ
å¢)
芪äŒç€Ÿæ ªäž»ã«åž°å±ããåœæçŽå©ç135,326åå(å46.1ïŒ
å¢)
第23æ第3ååæé£çµçŽ¯èšæé(å¹³æ28幎4æ1æ¥ïœå¹³æ28幎12æ31æ¥)
売äžé«16,952,563åå
å¶æ¥å©ç328,719åå
çµåžžå©ç310,658åå
芪äŒç€Ÿæ ªäž»ã«åž°å±ããååæçŽå©ç201,844åå
ãé¡äŒŒäŒæ¥ã
ã¢ããã³ãã£ãŒïŒ6030ïŒPER88.5åãPBR14.75å
ãšãã©ãã«ã¢ãžã¢ïŒ6191ïŒPER79.83åãPBR21.06å
ãšã€ãã»ã¢ã€ã»ãšã¹ïŒ9603ïŒPER15.83åãPBR2.05å
ããã¯ã¢ããæéã¯180æ¥éãããã¯ã¢ãã解é€åçã®èšèŒã¯ãããŸããã
ãã³ãã£ãŒãã£ãã¿ã«åºè³ããªãé絊ã®åãçµã¿ã¯è¯å¥œã§ãããã
ã¹ããã¯ãªãã·ã§ã³ç·æ°ã¯96,200æ ªååšããè¡äœ¿æéã¯å¹³æ30幎04æãããšãªããŸã
ïŒçºè¡äŸ¡æ Œã¯107åïŒ
æ ªäž»åªåŸ ã®èšå®ã¯ç¡ããæ ªäž»é åœéã®èšå®ããããŸããïŒ
âãæ å·¥æ¿ïŒ6548ïŒIPOæ°èŠäžå Žæ¿èªèšäºãž
EPS86.99ãåºã«PERãç®åºãããšçŽ15.7åãBPS249.62ãåºã«PBRãç®åºãããš
çŽ5.49åãšãªããŸãã
äžå Žæçºè¡æžã¿æ ªåŒç·æ°2,250,000æ ªãåºã«æ䟡ç·é¡ãç®åºãããšçŽ30.8ååã§ãã
2017幎03ææã®æ¥çžŸäºæ³ã¯å£²äž1.5ïŒ å¢ãçµåžžå©ç6.2ïŒ å¢ã®èŠèŸŒã¿ãšãªããŸãã
äŒç€Ÿæ³äžã®æ蟌éé¡ã¯1,037åã§ãã
ããŠãã¿ããã¶ããçµå¶ç Žç¶»ãšãªãå瀟ã®æ³šç®åºŠã¯é«ããšæãããŸãããã©ããªãã§ããããïŒ
ã ãããšèšã£ãŠIPOç³èŸŒè ãæžããšã¯æããŸããã
åœéžãããã§ãã
æ å·¥æ¿ïŒ3981ïŒIPOã®å¹¹äºã§å ¥ã£ãŠãŸãïŒããç§ã¯ãããå£åº§ã ãã§åœéžããŠããŸãã
ïŒïŒ¢ïŒ£æ¥è蚌åžå ¬åŒãž
â»SMBCæ¥è蚌åžã®IPOæŠèŠã¯ãã¡ãã®èšäºãž
-------------------------------------------------------
ãIPOã¯å£åº§ãåœã§ãã
â å£åº§æ¯ã«å®å šæœéžããã蚌åžäŒç€Ÿã¯ãã¡ãã®èšäºãžããããã¯ã¹èšŒåžã
â¡ 2016幎ã倧掻èºãããã蚌åžã§å¹¹äºãããªãèšäºãžãã蚌åžã
â¢ å ¥éäžèŠã§IPOã«åå ã§ãã貎éãªäŒæ¥ãããSBIããªãã¬ãŒã蚌åžãã
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