ãããªã«ã³ãŒãã¬ãŒã·ã§ã³ïŒ3611ïŒåå€äºæ³ãšIPOåæèšäºã«ãªããŸããäºå人æ°ã¯ããŸãé«ããªãã£ãããã«æããŸãããä»®æ¡ä»¶äžéã§æ䟡ç·é¡ãç®åºãããšæ±èšŒ1éšæå®ãåããå¯èœæ§ãåºãŠããŸããããã£ãŠç§ã¯ãããªã«ã³ãŒãã¬ãŒã·ã§ã³IPOã«æ¯åºçµç±ã§ç³èŸŒã¿ãããŠããŸãããã£ã¬ã³ãžã§ãïŒ
æ¥çš®ïŒç¹ç¶è£œå
åžå ŽïŒæ±èšŒ1éšåã¯2éš
å
¬éäºå®ïŒ12æ13æ¥
æéïŒ11æ27æ¥ïœ12æ01æ¥
100æ ªåäœ
å
¬åæ ªæ°ã1,195,000æ ª
売åºæ ªæ°ã450,000æ ª
åèšæ ªæ°ã1,645,000æ ª
â»ãªãŒããŒã¢ãããã¡ã³ãã«ãã売åºã246,700æ ª
æ³å®äŸ¡æ Œã2,420åãâã24.2äžåå¿
èŠ
ä»®æ¡ä»¶ãã2,420åïœ2,600åã«æ±ºå®ããŸããïŒ
å
¬éäŸ¡æ Œãã12æ04æ¥ã«æ±ºå®äºå®
ãå¹¹äºå£ã
éæèåž
äžè±ïŒµïŒŠïŒªã¢ã«ã¬ã³ã»ã¹ã¿ã³ã¬ãŒèšŒåž
SBI蚌åžãããããâSBI蚌åžã®IPOå£åº§ãå¿
èŠãªçç±
ã¿ãã»èšŒåž
ãã¡ãã蚌åž
岩äºã³ã¹ã¢èšŒåž
ãšã€ãã»ãšã¹èšŒåž
ïŒïŒ¢ïŒ£æ¥è蚌åž
ãšãŒã¹èšŒåž
æ±æŽèšŒåž
ã²ããã蚌åž
ãããªã«ã³ãŒãã¬ãŒã·ã§ã³ïŒ3611ïŒIPOã®è©å€ãšåæ
ä»®æ¡ä»¶äžéã®2,600åãåºã«åžåéé¡ãç®åºãããšçŽ42.8ååããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ49.2ååã®åžåãšãªããŸãã
æ䟡ç·é¡ã¯2,600åç®åºã§çŽ250.25ååãšãªããæ±èšŒ1éšåºæºãã¯ãªã¢ãŒããããæ±èšŒ1éšæ¿åããïŒ
ã¢ãã¬ã«OEMäºæ¥ãè¡ãäŒæ¥ã§ãä»åŸã¯ãªãªã³ããã¯ã€ãã³ããªã©ã«ãããåæ¹é¢ããã®éèŠãæåŸ ã§ããããã§ãã
ãŠãã¯ããã¯ãããšããæ ªåŒäŒç€Ÿãã¡ãŒã¹ããªãã€ãªã³ã°ã°ã«ãŒãåã補åã«å¯Ÿãã販売å²åãé«ããå¹³æ29幎3ææé£çµå£²äžé«ã®ãã¡ãåã°ã«ãŒããžã®çŽæ¥è²©å£²ãïŒå²ãæ±ã¬ã°ã«ãŒãçãéããéæ¥è²©å£²ãïŒå²ãå ããŸãã
æ±ã¬ãžã®å£²äžãå€ãããã«æããŸããããæ±ã¬ã¯ãŠãã¯ãåãã«ã€ã³ããŒãŠãšã¢ãŒã販売ããŠããããã§ãã
ãã¡ãŒã¹ããªãã€ãªã³ã°ïŒ9983ïŒã®å®¶å ·ãã絶奜調ã®ããã§ããããå瀟ã«ãæåŸ ããŠããæè³å®¶ã¯å€ãããã§ãã
â»ã¢ãã¬ã«ïŒ¯ïŒ¥ïŒãšã¯ãã¢ãã¬ã«ã¡ãŒã«ãŒãå瀟åã³é販åºããã®çºæ³šãåããçžæå ïŒå§èšè ïŒã®ãã©ã³ãã§è¡£æåã補é ããäºæ¥åœ¢æ ã®ããš
ãããªã«ã³ãŒãã¬ãŒã·ã§ã³ïŒ3611ïŒIPOåå€äºæ³ãšå¹¹äºåŒåæ ªæ°
ãããªã«ã³ãŒãã¬ãŒã·ã§ã³åå€äºæ³3,000åãå¹¹äºé åæ ªæ°ã
éæèåžã1,398,700æ ª
äžè±ïŒµïŒŠïŒªã¢ã«ã¬ã³ã»ã¹ã¿ã³ã¬ãŒèšŒåžã49,300æ ª
SBI蚌åžã49,300æ ª
ã¿ãã»èšŒåžã32,900æ ª
ãã¡ãã蚌åžã16,400æ ª
岩äºã³ã¹ã¢èšŒåžã16,400æ ªããããâåŸæåIPOã§ç³èŸŒã¿å¿ãé »çº
ãšã€ãã»ãšã¹èšŒåžã16,400æ ª
ïŒïŒ¢ïŒ£æ¥è蚌åžã16,400æ ª
ãšãŒã¹èšŒåžã16,400æ ª
æ±æŽèšŒåžã16,400æ ª
ã²ããã蚌åžã16,400æ ª
ãããªã«ã³ãŒãã¬ãŒã·ã§ã³ïŒ3611ïŒIPOã®äžå Žé¡äŒŒäŒæ¥
ãæ¥çžŸçã®æŠèŠããå¹³æ28幎4æ01æ¥ïœå¹³æ29幎3æ31æ¥
売äžé«517å58çŸäžåïŒåææ¯9.2ïŒ
æžïŒ
å¶æ¥å©ç41å22çŸäžåïŒå82.2ïŒ
å¢ïŒ
çµåžžå©ç40å70çŸäžåïŒå3.7ïŒ
æžïŒ
芪äŒç€Ÿæ ªäž»ã«åž°å±ããåœæçŽå©ç25å54çŸäžåïŒå14.9ïŒ
æžïŒ
第62æ第2ååæé£çµçŽ¯èšæéïŒå¹³æ29幎4æ0ïŒæ¥ïœå¹³æ29幎9æ30æ¥ïŒ
売äžé«277å38çŸäžå
å¶æ¥å©ç23å51çŸäžå
çµåžžå©ç26å47çŸäžå
芪äŒç€Ÿæ ªäž»ã«åž°å±ããååæçŽå©çã¯16å23çŸäžå
ãé¡äŒŒäŒæ¥ã
ãµã«ã€ãªãŒããã¯ã¹ïŒ3408ïŒãPER8.84åãPBR0.91å
å°æŸç²Ÿç·ŽïŒ3580ïŒãPER23.96åãPBR1.1å
å庫粟緎ïŒ3578ïŒãPER15.93åãPBR1.17å
äžå ±çèïŒ8018ïŒãPER25.21åãPBR0.6å
ãããªã«ã³ãŒãã¬ãŒã·ã§ã³ïŒ3611ïŒIPOã®ããã¯ã¢ãããšã¹ããã¯ãªãã·ã§ã³
ããã¯ã¢ããæé90æ¥éãããã¯ã¢ãã解é€åç1.5åã§ãã
ãã³ãã£ãŒãã£ãã¿ã«åºè³ãããæ ªæ°ã¯æšå®887,000æ ªååšããŠããããã§ããå šäœçãªãŠã§ã€ãã¯é«ããããŸããããããããããæãã§ããã
ã¹ããã¯ãªãã·ã§ã³ç·æ°ã¯296,000æ ªã§åé«äŸ¡æ Œã¯964åãå¹³æ30幎3æ19æ¥ããã®æœè¡ãšãªãäžå Žæã«ã¯é¢ä¿ããããŸããã
æ ªäž»åªåŸ ã®èšå®ã¯ãããŸããããé åœéã40ååºãèŠèŸŒã¿ãšãªã£ãŠããŸããå©åããç®åºãããšçŽ1.54ïŒ ã«ãªããŸãã
âããããªã«ã³ãŒãã¬ãŒã·ã§ã³ïŒ3611ïŒIPOæ°èŠäžå Žæ¿èªèšäºãž
EPS260.15ãåºã«PERãç®åºãããšçŽ9.99åãBPS1,979.06ãåºã«PBRãç®åºãããšçŽ1.31åãšãªããŸãã
ä»®æ¡ä»¶äžéç®åºã§ãå²å®ã§ããã
äžå Žæçºè¡æžã¿æ ªåŒç·æ°9,625,000æ ªãåºã«æ䟡ç·é¡ãç®åºãããšçŽ250.25ååã§ãã
2017幎02ææã®æ¥çžŸäºæ³ã¯å£²äž9.7ïŒ å¢ãçµåžžå©ç5.3ïŒ æžã®38.6ååäºæ³ãšãªããŸãã
ãããæ¥çš®ã§ãããOERç³»ã¡ãŒã«ãŒãæè³å¯Ÿè±¡ã«ããæè³å®¶ã¯å€ããšæããŸããä»åã¯ããã¡ãŒã¹ããªãã€ãªã³ã°ã°ã«ãŒãåãã«å£²ãäžããçŽ3å²ãšå€ãããææçã«æ³šèŠãããŠããããã§ãïŒæ±ã¬ã°ã«ãŒãã4å²ïŒ
äžéšã§ã¯SGããŒã«ãã£ã³ã°ã¹ãããæåŸ ãåºæ¥ããããªè©±ãåºãŠããããã§ãã
ç³èŸŒã¿ã®éã«ã¯èªå·±å€æã§ãé¡ãèŽããŸãïŒ
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