ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)ã®IPOããã¶ãŒãºã«æ°èŠäžå Žæ¿èªãããã®ã§è©³ããã玹ä»ããããšæããŸããä»åãæ¥çžŸãäžå ŽèŠæš¡ãªã©ã確èªããIPOæœéžã«åèã«ãªããããªæ
å ±ãèªå·±è©äŸ¡ããŠã¿ãããšæããŸãã
䞻幹äºã¯SBI蚌åžãåãå
¬éæ ªæ°100,000æ ªããªãŒããŒã¢ãããã¡ã³ã15,000æ ªã§ããäžå ŽèŠæš¡ã¯æ³å®çºè¡äŸ¡æ Œ2,940åããèšç®ãããšçŽ3.38ååã«ãªããŸãã
ççã«æ¬²ããIPOã§ããå¥è·¡ãèµ·ããªããšåœéžã§ããªãéæã ãšæããŸããæ¥çžŸãæåŸ
ã§ãããã§ããããã
ãŸã2021幎4æ08æ¥ã«äžå Žäºå®ã§ãããäžå Žäžæ¢ãšãªãåæ¿èªæ¡ä»¶ã«ãªããŸã!!
â»ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«å
¬åŒãµã€ãåŒçš
IFAããžãã¹ã¯é¡§å®¢ãšã®ä¿¡é Œé¢ä¿ã倧äºãšèšãããŠããŸããèãæ¹ãšããŠè²©å£²ææ°æãä¿¡èšå ±é
¬ã®å€å¯¡ã§ååãéžå®ããã®ã§ã¯ãªãã顧客ã®ãæåã®å©çãã®ããã ãã«å°éèœåãçºæ®ããªããã°ãªããªããšèšãããŠããŸãã
ç§ã¯IFAãå©çšããããšã¯ãªããšæããŸãããå¯è£å±€ãã¡ã€ã³ã¿ãŒã²ããã«èšŒåžãä¿éºååã®ãããã¯ãããã«ã«æŽ»çšãããµãŒãã¹ææ¡ãè¡ã£ãŠããããåçæ§ã¯ããããã§ãã
éè¡ã蚌åžãä¿éºã®åæ¥æ
ãšãé¢é£æ§ãããå¹
åºãç¥èãå¿
èŠã§ããç®è«èŠã«ããã°éèãµãŒãã¹ä»²ä»æ¥ã®åµèšã«ãããéèåå仲仿¥ãžã®åå
¥éå£ã¯äœããªãããšãèŠèŸŒãŸããŠããããã§ãã
çŸæ®µéã§ã¯éèãµãŒãã¹ä»²ä»æ¥ã®ç»é²ãè¡ãäºå®ã¯ãªãããã§ãã
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)IPOã®äžå Žåºæ¬ããŒã¿ãšåŒåå¹¹äº
é ç® | äžå Žåºæ¬ããŒã¿ |
åžå Ž | ãã¶ãŒãº |
æ¥çš® | ãã®ä»éèæ¥ |
äºæ¥å 容 | éèåå仲仿¥ãåºè»žãšããIFAã«ããéèãµãŒãã¹ã®æäŸäºæ¥ |
äžå Žæ¥ | 6æ23æ¥ |
ããã¯ãã«ãã£ã³ã°æé | 6æ07æ¥ïœ6æ11æ¥ |
æ³å®äŸ¡æ Œ | 2,940å â»ååã¯2,850å |
ä»®æ¡ä»¶ | 2,940åïœ3,120å |
å ¬éäŸ¡æ Œ | 3,120å |
åå€çµæ | 9,880å(å ¬éäŸ¡æ Œ3.17å) |
äŒæ¥æ å ± | https://www.aipf.co.jp/ |
ç£æ»äºº | æ±éœç£æ»æ³äºº |
ãæåéã®äœ¿éã
å·®åŒæåæŠç®é¡260,980åååã³ã1æ°èŠçºè¡æ ªåŒãã®(泚)4.ã«èšèŒã®ç¬¬äžè å²åœå¢è³ã®æåæŠç®é¡äžé40,572ååã«ã€ããŠã¯ãâ IFAãªãã£ã¹ã®åºåºã«123,116ååãâ¡äºæ¥æ¡å€§ã«åãã人件費åã³æ¡çšè²»ã«128,150ååãâ¢äºæ¥æ¡å€§ã®ããã®IFAæ¥åæ¯æŽã·ã¹ãã ãžã®æè³ã«21,347ååãâ£ç®¡çäœå¶åŒ·åã®ããã®IFAããžãã¹ãã©ãããã©ãŒã å¢åŒ·ã«20,048ååãããããå åœããäºå®ã
æ®é¡ã¯ãäºæ¥æ¡å€§ã®ããã®é転è³éã«å åœããäºå®ã§ãããŸãããå ·äœåããŠããäºé ã¯ãããŸããããªããå ·äœçãªå åœææãŸã§ã¯ãå®å šæ§ã®é«ãéèååçã§éçšããæ¹éã§ãããŸãã
â»æäŸ¡èšŒåžå±åºæž(æ°èŠå ¬éæ)åŒçš
é ç® | æ ªæ°ããŒã¿ |
å ¬åæ ªæ° | 100,000æ ª |
å£²åºæ ªæ° | 0æ ª |
å ¬éæ ªæ°(åèš) | 100,000æ ª |
ãªãŒããŒã¢ãããã¡ã³ã | 15,000æ ª |
äžå Žæçºè¡æžã¿æ ªæ° | 791,000æ ª(å ¬ååãå«ã) |
æ³å®ããŒã¹ã®æäŸ¡ç·é¡ | çŽ23.3åå |
å¹¹äºå£ | SBI蚌åž(䞻幹äº) æ¥œå€©èšŒåž ãšãŒã¹èšŒåž ããã€ãèšŒåž ã¿ãã»èšŒåž ãããã¯ã¹èšŒåž èæŸ€èåž å²©äºã³ã¹ã¢èšŒåž ãšã€ãã»ãšã¹èšŒåž æ±æŽèšŒåž æ°ŽæžèšŒåž ãããèšŒåž |
å§èšèŠèŸŒ | SBIããªãã¬ãŒãèšŒåž |
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)äžå Žè©å€ãšIPOåæ
æ³å®çºè¡äŸ¡æ Œ2,940åãåºã«åžåéé¡ãç®åºãããšçŽ2.94ååãšãªãããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ3.38ååèŠæš¡ã®äžå ŽãšãªããŸããäžå ŽèŠæš¡ãå°ãããã¬ãµæ ªã®ããåå€æåŸ ãã§ãããã§ãïŒå瀟ã°ã«ãŒãã¯ãã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«ãšæ ªåŒäŒç€ŸAIPã³ã³ãµã«ã¿ã³ã(é£çµåäŒç€Ÿ)ã®2ç€Ÿã§æ§æãããŠããŸãã
ãæ¥æ¬ã®ãªããŒã«éèæ¹é©ãéããŠç€ŸäŒã«è²¢ç®ããŸããã®çµå¶ç念ã®ããšããIFAããžãã¹ã«é¢ããå šãŠã®äººã ã®å¹žããç®æããŸãããããžã§ã³ã«æ²ããéèåå仲仿¥ãåºè»žãšããIFAã«ããéèãµãŒãã¹ã®æäŸäºæ¥ãå±éããŠããŸãã
IFAãšã¯ãIndependent Financial Advisorãã®ç¥ã§ãæç¢ºãªå®ãã¯ãªããã®ã®ãäžè¬çã«ã¯ã蚌åžäŒç€Ÿãéè¡çç¹å®ã®éèæ©é¢ãšåŸå±é¢ä¿ã«ãªããç¬ç«ããç«å Žã§é¡§å®¢ãžéèååã»ãµãŒãã¹ã®ææ¡ãè¡ããéèåå仲仿¥è åã³éèåå仲仿¥è ã®ç»é²å€åå¡ãæããšãããŠããããã§ãã
äžè¬çã«IFAã¯éèåå仲仿¥ãšèšãããŠãããšæããŸããç®è«èŠã«ããã°ä»¥äžã®ç¹åŸŽããããã§ãã
- ç¹å®ã®éèæ©é¢ïŒèšŒåžäŒç€ŸçïŒã«æå±ãããç¬ç«ããç«å Ž
- èªç€Ÿéçšåå販売ã®ãããã¿ããªãã顧客ãšã®å©ççžåãçããªã
- éèæ©é¢ã®ãããªãã«ãã«åºã¥ãå¶æ¥ããªã
- äŒç€Ÿéœåã®è»¢å€ããªãã顧客ãšé·æã«ãããæ¥ç¹ç¶ç¶ãå¯èœ
- ãéèæ©é¢ã®ä»£ç人ãã§ã¯ãªããã顧客ã®ä»£ç人ã

â»æäŸ¡èšŒåžå±åºæžåŒçš
å瀟ã®äºæ¥ã®ç¹åŸŽãšããŠã¯ã察é¢åå¶æ¥ã®éèæ©é¢ã«ãããŠå®åšãããäºæ¥è ãšã客æ§ã®å©ççžåãããäºæ¥è ã«æå±ãã販売å¡ã®èè€ãçã®é¡§å®¢æ¬äœã®æ¥åéå¶ãé»å®³ããå¶åºŠåã³ä»çµã¿ãåé¢æåž«ãšããããžãã¹ã¢ãã«ã«ãªããŸãã
å ·äœçã«ã¯ãIFAãšã®å¥çŽåœ¢æ ããšããã©ãããã©ãŒã æäŸã®å¯ŸäŸ¡(ã·ã¹ãã äœ¿çšæ)ã®åŸŽåãã®2ç¹ã«ãªãããã§ãã
IFAããžãã¹ã§ã¯è³ç£éçšã®ã¢ããã€ã¹ãè¡ãIFAãšå瀟ã¯äž»ãšããŠæ¥åå§ä»»å¥çŽã®é¢ä¿ã«ãããIFAã¯å§èšéèååååŒæ¥è åã³å瀟ã®éœåã«çžãããããšãªããèªåãšé¡§å®¢ã®ããã ãã«èªåã®æéãšèœåã®ãã¹ãŠãè²»ããããã§ãã
ã»ã°ã¡ã³ãã¯ãIFAã«ããéèãµãŒãã¹æäŸäºæ¥ãã®åäžã»ã°ã¡ã³ãã§ããããéèåå仲仿¥ããšããã®ä»éèãµãŒãã¹ãã®2ã€ã®ãµãŒãã¹ãå±éããŠããŸãã

â»æäŸ¡èšŒåžå±åºæžåŒçš
éèåå仲仿¥ã®ãµãŒãã¹ãæ¡å€§ããŠããèæ¯ã«ãè¿å¹Žãéèåºã¯éèäºæ¥è ã®ãšãã¹ãè¡åã«ã€ããŠã顧客æ¬äœã®æ¥åéå¶ãå®çŸããããã®æç¢ºãªæ¹éãçå®ãããã®æ¹éã«åºã¥ããŠæ¥åéå¶ãè¡ãããšãæ±ããŠããŠããäºãæããããŸãã
ãã®åœ±é¿ããã倧æéèæ©é¢ãéèååã®è²©å£²ã§å¶æ¥ç€Ÿå¡ã«èª²ãããã«ããã廿¢ãããšã®åããå ±ããããŠããŸãããã ãåŸæ¥ã®ããžãã¹ã¢ãã«ã転æããã®ã¯å®¹æã§ã¯ãªããšãå ±ããããŠããããé£ããåé¡ããããŸãã
ãã®ãããªèæ¯ãªã©ããé«ãå¿ãæã£ãŠéèæ©é¢ãéè·ãIFAãšããŠç¬ç«ãã人ããããã¯ç¬ç«ãæ€èšãã人ãå¢å ããŠããçŸç¶ãããããã§ãã
IFAããžãã¹ã®ã¢ãã«ãšãªãç±³åœã®ç¬ç«ã¢ããã€ã¶ãŒã¯ãçŽ12äžäººãšå€§æèšŒåžäŒç€Ÿã®å¶æ¥ç€Ÿå¡ã®æ°ãäžåãã察é¢ãã£ãã«å¶æ¥å¡æ°ã®4å²åŒ·ãå ããçãç±³åœäººã®è³ç£åœ¢æã«ãªããŠã¯ãªããªãéèŠãªåœ¹å²ãæ ã£ãŠããããã§ãã

â»æäŸ¡èšŒåžå±åºæžåŒçš
ãã®ä»ããã®ä»éèãµãŒãã¹ãšããŠè³ç£éçšä»¥å€ã«ããä¿éºãäžåç£ãçžç¶ã»èŽäžãäºæ¥æ¿ç¶ãªã©ã©ã€ãã¹ããŒãžã«å¿ããããŒãºãæ©ã¿ã解決ããçžè«ãè¡ã£ãŠããŸãã
宿çã»ç¶ç¶çãªã³ã³ã¿ã¯ããéããé·å¹Žã«ãããé¢ä¿ãæ§ç¯ããŠããã¢ããã€ã¶ãŒã¯ãé æ¹ã«äœã顧客ã®å¥åº·ç¶æ ã®ç°å€ãå¯ç¥ããããšãããããã§ãã
æ¥æ¬ã®ã©ã€ãã¹ã¿ã€ã«ã®å€åããŸãè€éåããéèååã®ã¢ããã€ã¹éèŠã¯æ¡å€§ããŠãããããªã®ã§æ¥çžŸæåŸ ãã§ãããã§ãã
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)ã®äŒæ¥è²¡åæ å ±ãšé åœæ§å
忬¡ | 第14æ | 第15æ |
決ç®å¹Žæ | 2019幎3æ | 2020幎3æ |
売äžé« | 2,379,704 | 2,467,009 |
çµåžžå©ç | 56,639 | 7,408 |
芪äŒç€Ÿæ ªäž»ã«åž°å±ããåœæçŽå©çåã¯åœæç޿倱 | 38,790 | â³765 |
å æ¬å©ç | 38,790 | â³765 |
çŽè³ç£é¡ | 251,781 | 344,905 |
ç·è³ç£é¡ | 569,647 | 656,526 |
1æ ªåœããçŽè³ç£é¡ | 474.16 | 499.14 |
1æ ªåœããåœæçŽå©çéé¡åã¯åœæç޿倱 | 73.05 | â³1.12 |
èªå·±è³æ¬æ¯ç(ïŒ ) | 44.2 | 52.5 |
èªå·±è³æ¬å©çç(ïŒ ) | 16.5 | â³0.3 |
æ ªäŸ¡åçç(å) | – | – |
é åœæ§å(ïŒ ) | – | – |
å¶æ¥æŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| 86,833 | â³60,713 |
æè³æŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| â³38,988 | â³44,058 |
è²¡åæŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| â³5,310 | 93,890 |
çŸéåã³çŸéåçç©ã®ææ«æ®é« | 248,934 | 238,053 |
- 売äžé«2,814,087åå
- å¶æ¥å©ç172,207åå
- çµåžžå©ç172,698åå
- 芪äŒç€Ÿæ ªäž»ã«åž°å±ããååæçŽå©ç115,251åå
åæéã«ãããŠIFAæ°ã¯12åçŽå¢ãä¿éºåé人ã¯11åçŽå¢ããåœç¬¬3ååæé£çµäŒèšæéæ«ã®IFAæ°ã¯185åãä¿éºåé人ã¯71åãšãªããéèåå仲仿¥ã«ä¿ãå£åº§ç·æ°ã¯11,090å£åº§(åå¹ŽåºŠæ«æ¯13.0ïŒ å¢ã1,277å£åº§å¢)ãšãªããŸãããåªä»ããè³ç£æ®é«ã¯184,018çŸäžå(åå¹ŽåºŠæ«æ¯48.0ïŒ å¢ã59,681çŸäžåå¢)ãšãªã£ãŠããŸãã
åªä»ããè³ç£æ®é«å¢å€§ã«ããäŒæ¥äŸ¡å€ã®åäžãäžæçµå¶æ¹éã«æ²ããIFAã«å¯Ÿã顧客ã®ä¿¡é ŒãåŸãŠè³ç£ãå¢å ãããããšã®éèŠæ§ãšå¿ èŠæ§ã蚎ãã顧客ã®ä¿¡é Œç²åŸã®ããå¿ èŠãªè³æãå¶æ¥ããŒã«ãIFAãšããŠã®æèœåäžã«ç¹ããç ä¿®æ©äŒã®æäŸçã«åãçµãã§ããããšãå¥åããäºæ¥åºç€ã®æ¡å€§ã¯ç¶ç¶ããŠããããã§ãã
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)ã®æ ªäž»ç¶æ³ãšããã¯ã¢ããã«ã€ããŠ
äŒç€Ÿèšç«ã¯2006幎2æ08æ¥ãç¥å¥å·ç暪æµåžè¥¿åºå幞äºäžç®20çª5å·ã«æ¬ç€Ÿãæ§ããŸãã瀟é·ã¯ç°äžè²æ²»æ°(1957幎2æ21æ¥çãŸã)ãæ ªåŒä¿æçã¯6.04ïŒ (47,000æ ª)ã§ããåŸæ¥å¡æ°37人ã§èšæéçšè 4人ãå¹³å幎霢42.7æ³ãå¹³åå€ç¶å¹Žæ°2.5幎ãå¹³å幎é絊äž9,007,000åã§ããé£çµåŸæ¥å¡æ°ã¯41人ã§èšæéçšè 66人ãšãªã£ãŠããŸãã
ã»ã°ã¡ã³ãå¥åŸæ¥å¡æ°ã¯éèåå仲仿¥24人(èšæ1人)ãä¿éºä»£çåºæ¥1人(èšæ62人)ããã®ä»16人(èšæ3人)ãšãªã£ãŠããŸãã
æ°ååã¯åç§° | æææ ªåŒæ°(æ ª) | æææ ªåŒæ°å²å(ïŒ ) | ãã㯠|
ç³å ç« å€ªé | 89,200æ ª | 11.47ïŒ | â |
äžé è¬ | 80,000æ ª | 10.29ïŒ | â |
ç°äž è²æ²» | 47,000æ ª | 6.04ïŒ | â |
åç° èè¡ | 28,000æ ª | 3.60ïŒ | â |
å¡©æ¬ ããã | 27,800æ ª | 3.58ïŒ | â |
å®å± é¡äž | 27,800æ ª | 3.58ïŒ | â |
å³¶ç° åçŽ | 27,800æ ª | 3.58ïŒ | â |
ãããã¯ã¢ããã«ã€ããŠã
æ¬åéã«é¢é£ããŠãè²žæ ªäººãã€åœç€Ÿæ ªäž»ã§ããç°äžè²æ²»äžŠã³ã«åœç€Ÿæ ªäž»ã§ããç³åç« å€ªéãäžéè¬ãåç°èè¡ãå¡©æ¬ããããå®å±é¡äžãå³¶ç°åçŽãæ¿µïšæŽãè«žå¯æ»ãæŸæ³¢ç²Ÿäºãåå·æå©ãæ ªåŒäŒç€Ÿåçèãäžå·æŽãæç¬åæã倧æšçŸååãè€æ¬å¯¿çŸå€«ãæ³ç°éçŸãç³è°·ççåãå°ææåãäœè€æ³°å¹žã管駿ä»ãæŸéç±çŽãæ²æ¬çå£ãæž æ°Žç¥åžãæŸæŸ€è±æš¹ãæšç¿äºéæ²ã倧西åã岡ééãç°äžæ¢šè±ãå±±å£ç±äœ³éã髿¢šæž éŠãæç°åšå¹³ã平絵çéŠãäžæ²¢è±çŸã倧ç³ç±éº»ã倧沌é倪ãç°äžããããéå²¡ç§æãçæžèäžéãå¯ç°å倪éã髿çŸå ãæŸæ±æçŸã现ç°äžå¹³åã³äœè€è«ã¯ã䞻幹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå Žæ¥åŸ90æ¥ç®ã®2021幎9æ20æ¥ãŸã§ã®æéäžã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ ªåŒã®å£²åŽçã¯è¡ããªãæšåæããŠãããŸãã
ãŸããåœç€Ÿæ ªäž»ã§ããæž ç°ç§åœŠã¯ã䞻幹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå Žæ¥åŸ90æ¥ç®ã®2021幎9æ20æ¥ãŸã§ã®æéäžã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ ªåŒã®å£²åŽ(ãã ãããã®å£²åŽäŸ¡æ Œãã第1åéèŠé ãã«ãããçºè¡äŸ¡æ Œã®1.5å以äžã§ãã£ãŠã䞻幹äºäŒç€ŸãéããŠè¡ãæ±äº¬èšŒåžååŒæã§ã®å£²åŽçã¯é€ã)çã¯è¡ããªãæšåæããŠãããŸãã
â»æäŸ¡èšŒåžå±åºæž(æ°èŠå ¬éæ)åŒçš
äžäœæ ªäž»ã«ã¯90æ¥é(2021幎9æ20æ¥ãŸã§)ã®ããã¯ã¢ãããä»äžãããŠããŸããæž
ç°ç§åœŠæ°ã«ã®ã¿çºè¡äŸ¡æ Œ1.5åã§æ ªåŒå£²åŽãã§ããããã¯ã¢ããè§£é€ãèšããããŠããŸãã
ãŸããäžå Žåã®ç¬¬äžè
å²åœçã«ããåéæ ªåŒçã®å²åœçã«é¢ããå²åœãåããè
ãšã®éã«ç¶ç¶ææçã®ç¢ºçŽãè¡ã£ãŠããŸãã
芪åŒãã¯è¡ãããŸããã
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)IPOã®åå€äºæ³ãšå¹¹äºåŒåãæ ªæ°
倧æåå€äºæ³ã¯ä»®æ¡ä»¶çºè¡šåŸã«æ²èŒãäºå®ããŠããŸãããã°ãããåŸ ã¡ãã ãããææ°æ¥çžŸäºæ³ã®ä»ãä»®æ¡ä»¶çºè¡šåŸã®PERãPBRãªã©ãåŸæ¥è¿œèšããŸããä»®æ¡ä»¶ç¯å²ãäžæ¯ãã䞻幹äºãæ©é¢æè³å®¶ã®åŒ·æ°å ·åã䌺ããŸããããã¯ã¢ããã¯90æ¥éãæž ç°ç§åœŠæ°ã®22,000æ ªã«ã®ã¿çºè¡äŸ¡æ Œ1.5å以äžã§ããã¯ã¢ããè§£é€ãšãªã£ãŠããŸãã
åŸæ¥å¡ãèšŒåžæ¥çã«åŒ·ã¿ãæã€æ¹ã°ãããªã®ã§ãããã¯ã¢ããè§£é€åŸã¯å£²ã£ãŠããå¯èœæ§ããããšæããŸããäžäœæ ªäž»ã¯é¢ä¿è ãå€ããå ããŠãããã売åŽã§ããªãæ¹ãããã§ãããã
ä»®æ¡ä»¶ã¯æ³å®çºè¡äŸ¡æ ŒãäžéãšããŠ2,940åïœ3,120åã«æ±ºå®ããŠããŸããããã«ããåžåé¡ã3.6ååãæäŸ¡ç·é¡24.7ååãšãªããŸãã180åã®æ ªäŸ¡åŒãäžãã«ãªããŸãïŒ
ä¿®æ£å€7,000åïœ10,000å
â»æ³šç®åºŠB
倧æåå€äºæ³ã¯ããªãå€å¹ ãããããã§ããIPOãã£ã¬ã³ãžãã€ã³ããå©çšãããæ¹ã¯åè² éæã ãšæããŸããç¶æ³ã«ãã£ãŠã¯æ ªäŸ¡1äžåè¶ ããããåŸããšæããŸããåå€3åçšåºŠã¯èŠéã«å ¥ãäžå ŽèŠæš¡ã§ããããã
çæå£²è²·ãšãªããšæããŸãããã»ã«ã³ããªãŒãçãäžããã°IPOã«åœéžããªããŠãå¬ããã§ããããä»ã®éæã«è³éãæµå ¥ããåã«ãªãã°å¹žãã§ãã
æ¥çžŸã確èªãããš2022幎3ææã®é£çµæ¥çžŸäºæ³ãçºè¡šããã売äž45.40ååãšãªãåææ¯12.54ïŒ å¢ãçµåžžå©ç2.26ååãšãªã5.44ïŒ æžã®å¢åæžçãšãªã£ãŠããŸãã
ååæå©çã¯1.50ååãäºæ³ãåæ1.52ååãã1.32ïŒ æžãšãªã£ãŠããŸããéé¡ã«ãããš200äžåãªã®ã§æžçãšãŸã§ã¯èšããªãã§ããããæ°èŠãªãã£ã¹éèšã®äºå®ã人件費çã«ããè²»çšã®å¢å ã ãšèããããŸããä»åŸãæ¥çžŸäžæ¯ãã®æåŸ ãååãããšæããŸãã
EPSã¯217.41ãªã®ã§PERã¯14.35åãBPS1,155.40ãªã®ã§PBRã¯2.70åã«ãªããŸããé åœãæ ªäž»åªåŸ ã¯ãããŸãããæ¥çžŸã ãã確èªãããšæ¢ã«é æã¡æãå€å°æããããŸãã
ããããäžå Žæç¹ã§ã¯æ ªåŒåžå Žã奜調ã®ããéèŠãèŠèŸŒãããšæããŸãã
èŠæãããã®ã¯æ ªæ°ãå€ããŠããIFAããšããäºæ¥ãã®ãã®ã¯ããŸã人æ°ãèŠèŸŒããªãããšã§ãããããŠåœŒãã¯æè³å®¶ãããé«ãç¥èãæã¡åãããæè³ãèã§æ¯æ¥æããŠããæè³ã®ããã§ãã
ã¡ãã£ã¢ã§ãææãããŠããããã§ãããäžäœæ¢åæ ªäž»ã«ã¯ããã¯ã¢ãã察象å€ãšãªãæ ªäž»ãå€ããããã®èŸºãã¯èŠæãå¿ èŠã®ãããã§ãããšãããäžå ŽãŽãŒã«ãšèšããã°ããã«åç· åœ¹ä»¥äžã§ããã¯ã¢ãããæãã£ãŠããªããã°å£²åŽããŠããã§ãããã
è²ã ãšæ¥œãã¿ãªéæã ãšæããŸã!!
å¹¹äºå | å²åœæ ªæ° | åŒåå²å |
SBI蚌åž(䞻幹äº) | 85,000æ ª | 85.00ïŒ |
æ¥œå€©èšŒåž | 5,000æ ª | 5.00ïŒ |
ãšãŒã¹èšŒåž | 1,000æ ª | 1.00ïŒ |
ããã€ãèšŒåž | 1,000æ ª | 1.00ïŒ |
ã¿ãã»èšŒåž | 1,000æ ª | 1.00ïŒ |
ãããã¯ã¹èšŒåž | 1,000æ ª | 1.00ïŒ |
èæŸ€èåž | 1,000æ ª | 1.00ïŒ |
岩äºã³ã¹ã¢èšŒåž | 1,000æ ª | 1.00ïŒ |
ãšã€ãã»ãšã¹èšŒåž | 1,000æ ª | 1.00ïŒ |
æ±æŽèšŒåž | 1,000æ ª | 1.00ïŒ |
æ°ŽæžèšŒåž | 1,000æ ª | 1.00ïŒ |
ãããèšŒåž | 1,000æ ª | 1.00ïŒ |
å ¬éæ ªæ°ããªãŒããŒã¢ãããã¡ã³ããå«ããŠ115,000æ ªãããªãããåœéžããããšã¯é£ãããã§ããåœéžæåŸ ãã§ããã®ã¯äž»å¹¹äºã®SBI蚌åžãããã§ããããIPOãã£ã¬ã³ãžãã€ã³ãã䜿ãããšãèããŠããæè³å®¶ãåºãŠãããšæããŸãã
ãã€ã³ãã貯ããŠããã°ãããåœéžã§ããããã³ãã³ããã€ã³ãã貯ããŠãããŸãããïŒç³ã蟌ã¿ç¶ããã°æœéžæ ã§ãåœéžã§ããããšããããŸããåœéžå®çžŸã¯äžèšèšäºã«ãªããŸãã
SBI蚌åžïŒæ§ã€ãŒã»ãã¬ãŒã蚌åžïŒã®IPOæœéžã«ãŒã«ãšåœéžç»åãæ²èŒããŠããŸããéå»èšäºãå©çšããŠããããå°ãèŠã«ãããªã£ãŠããç³ãèš³ãããŸããã远èšãããããªåœ¢ã«ãªã£ãŠããŸããæè¿ã¯ãã€ã³ãã䜿ããªããŠãåœéžããããšã âŠ
ãŸããSBI蚌åžäž»å¹¹äºã®ããã°ã«ãŒãäŒæ¥ã®SBIããªã¢ãã€ã«èšŒåžãããæœéžã«åå ã§ããã¯ãã§ããSBI蚌åžãããåœéžããããã®ã§ã¯ïŒãšèããŠããŸãã
ãã ãåå æªæºæ ªã«ãªããããŸãšãŸã£ãå©çã§ã¯ãªãããšãå€ããšæããŸããæè³é¡ããèãããšå€§ããªéé¡ãšãªããŸãããIPOã«åœéžããå¬ããã宿ããããã«é 匵ã£ãŠããŸããIPOã«ãŒã«ã¯äžèšèšäºã«ãŸãšããŠããŸãã
SBIããªã¢ãã€ã«èšŒåž(ããªã¢ã)ã§IPOåæ±ãã®çºè¡šãè¡ãããŸãããIPOæœéžã®ã«ãŒã«ã泚æç¹ã培åºçã«ãŸãšããã®ã§å¿åãããåã«ç¢ºèªãããŠãã ããã ãã¡ããIPOæœéžã«åå ãè¡ãIPOæè³ã楜ãã¿ãããšèããŠããŸã âŠ
ãã®ä»ã«ããSBIããªãã¬ãŒã蚌åžã§IPOåæ±ãã®æåŸ ããããŸããåããSBIã°ã«ãŒãã«ãªããŸãããã¡ãã¯ååãéäžèŠã§IPOæœéžã«åå ã§ãããããå§ãã§ããŸãã
æééå®ã§ã¿ã€ã¢ããç¹å žãä»ããŠé ããã®ã§ããã£ãããå©çšãã ãããçŸé2,000åãé ãããšãã§ããŸãïŒIPOã«ãŒã«ãç°¡åã«ã玹ä»ããŠããŸãã
SBIããªãã¬ãŒã蚌åžãããšã¿ã€ã¢ãããå§ãŸããŸãããSBIããªãã¬ãŒã蚌åžãšããã°ååãéäžèŠã§IPOæœéžãè¡ãããããšã§ç¥ãããŠãããšæããŸãããä»åã¯1åååŒããããšçŸé2,000åããã¬ãŒã³ããããŠé ãããšã«æ±ºå®ããŸãã âŠ
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«ã®IPOãã£ã¬ã³ãžãã€ã³ãããŒããŒã©ã€ã³ãèå¯ïŒ
IPOãã£ã¬ã³ãžãã€ã³ãããŒããŒã©ã€ã³ãèããŠã¿ãŸãããæ ªæ°ãå°ãªããã700ãã€ã³ãïœ800ãã€ã³ããããã¯æäœã§ãå¿ èŠã«ãªãæ°ãããŠããŸãã600På°ã§åœéžããã°ãšæããŸããå³ãããšæããŸãã

ããã仿æ¥çžŸã奜調ãšãªã£ãŠããããšã§äžå Žã¿ã€ãã³ã°ãããããã§ããSBI蚌åžã®ãã£ã³ããŒã³ã«ãããã€ã³ãåœéžã®ããŒãã«ãé«ããªã£ãŠãããããä»åã®ãããªãã©ããæ ªãåŸ ã£ãŠããæè³å®¶ã«ã¯ãã£ã³ã¹ãããããŸããã
ããããã¬ãµæ ªãªã®ã§100äžåæããå¯èœãããããŸãããé åã¯100æ ªã ãšæããŸãããŸããã®è€æ°é åããªããšã¯èšãåããŸããã
2020幎3æäžå Žã®ãµã€ããŒã»ãã¥ãªãã£ã¯ã©ãŠã(4493)ã¯æ ªæ°ãå°ãªããŠã300æ ªã®è€æ°é åã§ãã!!ãã€ã³ããå©çšããéã¯ããèããŠå©çšããŸãããã
ãŸããSBI蚌åžã䞻幹äºãåŒåããå Žåã«SBIããªã¢ãã€ã«èšŒåžã§ãIPOåæ±ãããããšäžèšã§æžããŸãããå£åº§éèšã«ã¯ã¯ã¬ãžããã«ãŒãç»é²ãå¿ èŠã«ãªããããã©ããªãµãŒãã¹ãè¡ã£ãŠããã®ãç¥ãããæ¹ã¯äžèšèšäºãåèã«ããŠé ããããšæããŸãã
詳ãã調ã¹ãŠããããåèã«ãªããšæããŸããæéåºå®ã®Tãã€ã³ãã200Pè²°ããããæ ªåŒãè³Œå ¥ããéã«å©çšã§ããŸããé¢çœããµãŒãã¹ãè¡ã£ãŠããããç§ãæ¯æååŒãè¡ã£ãŠããŸã
SBIããªã¢ãã€ã«èšŒåž(ããªã¢ã)ãæ¥æ¬åã®Tãã€ã³ãæè³ãå¯èœã«ããŸãããèšŒåžæ¥çã§ã話é¡ã«ãªã£ãŠããä»å培åºçã«ãµãŒãã¹ã調ã¹ãŠã¿ãŸãããè¿ããæµè¡ã£ãŠããåå æªæºæ ª(ç«¯æ ª)ãè³Œå ¥ã§ãããµãŒãã¹ã«ãªãããªããšTãã€ã³ âŠ
é¡äŒŒäŒæ¥ã®PERãPBRã調ã¹ãŠã¿ãŸãã
é¡äŒŒäŒæ¥ãšPERãPBRã¯ä»®æ¡ä»¶çºè¡šåŸã«èšèŒããããšæããŸããé¡äŒŒäŒæ¥ | PER | PBR |
楜倩ã°ã«ãŒã(4755) | PER-å | PBR2.81å |
SBIããŒã«ãã£ã³ã°ã¹(8473) | PER7.98å | PBR1.21å |
æŸäºèšŒåž(8628) | PER25.72å | PBR2.74å |
ã¹ããã¯ãªãã·ã§ã³ã®æ ªæ°ãçºè¡äŸ¡æ Œã調ã¹ãŸãã
ã¹ããã¯ãªãã·ã§ã³è¡äœ¿æé | æ ªåŒã®æ° | çºè¡äŸ¡æ Œ |
2020幎3æ31æ¥ïœ2028幎2æ28æ¥ | 4,800æ ª | 450å |
2021幎3æ26æ¥ïœ2029幎3æ25æ¥ | 81,800æ ª | 620å |
ã¹ããã¯ãªãã·ã§ã³(æ°æ ªäºçŽæš©)ã¯86,600æ ªãããäžå Žæç¹ã§å šãŠã®æ ªãè¡äœ¿æéãè¿ããŸãã
æ ªäž»åç°¿ã«ãã³ãã£ãŒãã£ãã¿ã«ããªããããå ¬éæ ªåŒä»¥å€ã®æ ªæµéã¯å°ãªããšèããããŸãã
ãã€ãã¿ãŒã§ãIPOèšäºã®ãã§ãã¯ãã§ããŸãïŒ
ææ°æ å ±ãæã«å ¥ãããæ¹ãã¬ã¢æ å ±ãæ°ã«ãªã£ãããšããã€ãŒãããŠããŸããIPOæè³æŽã¯15幎ãšé·ããœãŒã·ã£ã«ã¬ã³ãã£ã³ã°ã6幎ç®çªå ¥ïŒå®å®ã®å©çã§ããã°ã15幎ç®ã«çªå ¥ãã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«(7345)IPOã®è©äŸ¡ãšç³ã蟌ã¿ã¹ã¿ã³ã¹ãŸãšã
ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«ã®IPOã¯äººæ°ããããšæããŸããIFAããžãã¹ãè¡ãäžå ŽäŒæ¥ã¯ãããŸããå瀟ã¯å ¬éæ ªæ°ãå°ãªãããåå€ã¯æåŸ ãã§ãããšæããŸããäžå ŽåŸã®å€åãã¯ã©ããªãã®ãããããŸãããé¢çœãå±éãæåŸ ãã§ãããããããŸãããäœããå ¬éæ ªæ°ãå°ãªãã§ãïŒ

â»ã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«å ¬åŒãµã€ãåŒçš
çŸåšã®ååŒå ã確èªãããš2020幎3ææã§æ¥œå€©èšŒåžã55.9ïŒ ãSBI蚌åžã28.7ïŒ ã«ãªã£ãŠããŸãããã®ä»ããšãŒã¹èšŒåžãããã€ã蚌åžã®ååããããŸãã
2015幎3æãŸã§ã¯SMBCæ¥è蚌åžãšãååŒãè¡ãããŠããããã§ããSMBCæ¥è蚌åžã¯IFAããžãã¹ãçµäºããŠããããã§ãã
ãŸãSBI蚌åžäž»å¹¹äºã§å¯å¹¹äºã®äœçœ®ã楜倩蚌åžã®ããçãããšæã£ãŠãããšãããååŒå ã ã£ããã¿ãŒã³ã§ãããããã€ã蚌åžããšãŒã¹èšŒåžããã£ããå¹¹äºå ¥ãããŠããŸãã
IPOæœéžã«åå ããåããåœéžãã«ãããšãããæ®å¿µãªæ°ãããŸãããããåœéžã§ããã°å€§ããªå©çãåŸãå¯èœæ§ãé«ããã§ããèªåã«ã§ããããšãè¡ã£ãŠãããããšæããŸãã
1幎ã«1åãããã¯å¥è·¡ãèµ·ããããã¢ã€ã»ããŒãããŒãºãã£ãã³ã·ã£ã«ã®IPOã«åœéžã§ãããè¯ãã§ãããããIPOãã£ã¬ã³ãž560Pã§ã¯è¶³ããŸããã
PayPay蚌åžã§IPOåæ±ããäºå®ãããŠããŸããåæ±ãçºè¡šåã«IPOã«ãŒã«ã確èªããŠãããŸãããã1æ ªïœ100æ ªã®ç¯å²ã§åœéžãèŠèŸŒããããã§ããæ ªæ°ãå€ããã°100æ ªé åã®æåŸ ãã§ãããã§ãã
PayPay(ãã€ãã€)蚌åžãèªçããã®ã§IPOã«ã€ããŠãŸãšããŸãããã¯ã³ã¿ãããã€ãè¡ã£ãŠãã誰ã§ãIPOãåŒãç¶ã圢ãšãªããŸããæ¥æ¬ã§åããŠã¹ãã蚌åžãéå§ããäŒæ¥ã«ãªã人æ°ããããŸãã ã¡ãã£ã¢ã§åãäžããããããš âŠ
ã¯ã©ãŠããã³ã¯ã«6幎æè³ãå æ¬ååç100ïŒ ã®å®çžŸ
1äžåããæè³ã§ãã³ãã³ã貯ãŸãããé¢åããããã®æ¹ã«ãåããŠããæè³ã ãšæããŸããå®è³ªå¹³åå©åã5.8ïŒ ã§èè³å æ¬ååçã¯100ïŒ ãç¶æãæ¥œå€©ãã€ã³ããè²°ããŸãïŒ
äžèšèšäºã§å®éã«æè³ãè¡ã£ãŠããå 容ããŸãšããŠããŸããå³æå ¥éãçšæããå ¥éãç¡æåã§ããŸããæ¯æåé éåã«ãªãåºéãç¡æãªã®ã§ãå°é£ãã«ããããšãå¯èœã§ãã