å
ããŒããµãŒãã¹(138A)ã®IPOãã°ããŒã¹åžå Žã«æ°èŠäžå Žæ¿èªãããã®ã§ã玹ä»ããããšæããŸããç«åã¿å±
é
å±ãè€æ°éå¶ãå©çã䌞ã³ãŠããäŒæ¥ã§ãã
䞻幹äºã¯æ±æµ·æ±äº¬èšŒåžãåãå
¬éæ ªæ°320,000æ ªããªãŒããŒã¢ãããã¡ã³ã48,000æ ªã§ããäžå ŽèŠæš¡ã¯æ³å®çºè¡äŸ¡æ Œ2,000åããèšç®ãããšçŽ7.4ååã«ãªããŸãã
â»å
ããŒããµãŒãã¹å
¬åŒãµã€ãåŒçš
ã¢ãã¿ãŒã³ããã§æ¥çžŸã䌞ã°ããŠããäŒæ¥ãšèšãããã§ãã
äžå ŽåŸãå®å®çã«æ¥çžŸã䌞ã°ããã®ãã¯ããããŸããããçŽè¿ã®å©çã䌞ã³ãŠãããã人æ°ã ãšæããŸãã
æºå€§æã䞻幹äºã«ãªãåå€äžå®ãå€å°ãããããããŸãããã飲é£æ¥ã®ã³ã¹ãé«ãç¶ããŠããäžã§å©çã䌞é·ããŠããããšããè©äŸ¡ããããã§ãã
人å£ãå¯éããåå€å±ãæ¬æ å°ãšãããã©ã³ãååäžã®ããã®è¬ç¿äŒã瀟å¡ç·äŒãªã©ã«ãåãçµãã§ããŸãã
å ããŒããµãŒãã¹(138A)IPOã®äžå Žåºæ¬ããŒã¿ãšåŒåå¹¹äºã«ã€ããŠèª¿ã¹ãŸãã
é ç® | äžå Žåºæ¬ããŒã¿ |
äžå Žæ¥ | 2æ28æ¥ |
åžå Ž | ã°ããŒã¹åžå Ž â»åå€å±èšŒåžååŒæã«ãåæäžå Ž |
æ¥çš® | å°å£²æ¥ |
äºæ¥å 容 | ç«åã¿å± é å±ãäžå¿ãšãã飲é£åºã®å±é |
ããã¯ãã«ãã£ã³ã° | 2æ09æ¥ïœ2æ16æ¥ |
æ³å®äŸ¡æ Œ | 2,000å |
ä»®æ¡ä»¶ | 2,400åïœ2,660å |
å ¬éäŸ¡æ Œ | 2,660å |
åå€çµæ | 5,850å(å ¬éäŸ¡æ Œ2.20å) |
äŒæ¥æ å ± | https://hikari-food-service.jp/ |
ç£æ»äºº | ä»°æç£æ»æ³äºº |
æåéã®äœ¿é |
|
é ç® | æ ªæ°ããŒã¿ |
å ¬åæ ªæ° | 320,000æ ª |
売åºæ ªæ° | 0æ ª |
å ¬éæ ªæ°(åèš) | 320,000æ ª |
ãªãŒããŒã¢ãããã¡ã³ã | 48,000æ ª |
äžå Žæçºè¡æžã¿æ ªæ° | 992,000æ ª â»å ¬ååãå«ã |
æ³å®ããŒã¹ã®æ䟡ç·é¡ | çŽ19.8åå |
å¹¹äºå£ | æ±æµ·æ±äº¬èšŒåž(䞻幹äº) SMBCæ¥èèšŒåž å²¡äžèšŒåž 極æ±èšŒåž æ¥œå€©èšŒåž æ°ŽæžèšŒåž |
å§èšèŠèŸŒ | 岡äžãªã³ã©ã€ã³ DMM.comèšŒåž |
å ããŒããµãŒãã¹(138A)ã®äºæ¥å 容ãšäžå Žã«äŒŽãè©å€ãèå¯ããŠã¿ãŸãã
æ³å®çºè¡äŸ¡æ Œ2,000åãåºã«åžåéé¡ãç®åºãããšçŽ6.4ååãšãªãããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ7.4ååèŠæš¡ã®äžå ŽãšãªããŸããå瀟ã¯åå€å±ãæ¬æ å°ãšãç«åã¿åºãã¡ã€ã³ã«éå¶ããŠããŸãã
2023幎11ææ«ã®æ å ±ã§ã¯çŽå¶åºã31åºèãæ¥åå§èšåºã8åºèããã©ã³ãã£ã€ãºåº(FCåº)ã15åºèãšãªã£ãŠããŸãã
åµæ¥è ã®å€§è°·å 埳æ°ãåè·ã§åŸãå¶æ¥ããŠããŠããŸãé£æã®ä»å ¥ã«ãŒãã掻ãã2008幎4æåå€å±åžäžåºã«ç«åã¿çŒããšã倧é»ãéåºãããšããããå§ãŸããŸãã
â»æ䟡蚌åžå±åºæžåŒçš
å瀟ã§ã¯365æ¥åã®365æ¥ãæ¯æ¥ãå°ããªå¹žãã顧客ãåŸæ¥å¡ãæããããšãã§ããããã«ãšã®èããåºæ¬ãšããŠããã人çå¯çåããããŒããšãããäžäººæ§ã§ãå ¥åºããããéæŸçãªã€ãããå¿æããŠããããã§ãã
å°ããªããšã«ãç®ã®å±ããµãŒãã¹ãæäŸããããšã§ãåå°åã«ã³ãã¥ããã£ã»ã³ã¿ãŒãåµèšããŠãããããªæ°æã¡ã§å±éããŠãããããšèããŠããŸãã
â»æ䟡蚌åžå±åºæžåŒçš
å瀟ã®äž»åãçŒããšã倧é»ãã§ã¯ãçŒããšããšåŒã°ããè±ã䜿çšããäž²çŒãã§æ§ã ãªè±ã®éšäœã䜿çšãæäŸããŠããŸãã20çš®é¡ä»¥äžã«ãªãããã§ãã
ãŸããåºèããšã«æ¯æãªãªãžãã«ååãéå®çã«æäŸããŠããŸãã
ãã®ä»ããããã¯ã€ãšãã£ãéšäœã䜿çšãã»ã³ãã©ã«ãããã³ã«ãããäœæž©èª¿çã§æäŸããŠããŸãã
â»æ䟡蚌åžå±åºæžåŒçš
åºèã®ç¹åŸŽãšããŠã¯10åªãšãããå°ç®±ããäžæã掻çšããåžæ°ãéå®ããªãç«åã¿ã¹ã¿ã€ã«ã§æäŸããŠããŸãã
äžæ³ã«ã匷ãæ°è»œã«å ¥ããäœå䟡ã«ãããããŒãããŒã¯ãèšå¿µæ¥ã®ãç¥ãã®ãããªéæ¥åžžçãªãµãŒãã¹ã§ã¯ãªãã365æ¥ãã€ã§ãæ°è»œã«ç«ã¡å¯ãããå ŽãæäŸããããšãã³ã³ã»ããã«ããŠããŸãã
顧客ã®å¹Žä»£çã«ã¯30代ïœ50代ã®å身ã®ãµã©ãªãŒãã³ãäž»èŠã¿ãŒã²ãããšããã³ã³ãã¯ããµã€ãºåºåºã®ããåºåºããŒãã«ãæ¯èŒçäœããã¹ããŒãå±éããããšãå¯èœãšãªã£ãŠããŸãã
å ããŒããµãŒãã¹(138A)ã®æ ªäž»ç¶æ³ãšããã¯ã¢ããã«ã€ããŠèª¿ã¹ãŸãã
äŒç€Ÿèšç«ã¯2009幎12æ01æ¥ãåå€å±åžäžæåºåæŠäžäžç®10çª6å·ã«æ¬ç€Ÿãæ§ããŸãã瀟é·ã¯å€§è°·å 埳æ°(1980幎7æ26æ¥çãŸã)ãæ ªåŒä¿æçã¯89.29ïŒ (600,000æ ª)ã§ããâ»ãšã ã»ã«ã³ãããŒä¿æåãå«ãåŸæ¥å¡æ°150人ã§èšæéçšè 52人ãå¹³å幎霢28.6æ³ãå¹³åå€ç¶å¹Žæ°2.8幎ãå¹³å幎é絊äž3,924,000åã§ãã
ã»ã°ã¡ã³ãã¯é£²é£äºæ¥ã®åäžã»ã°ã¡ã³ãã«ãªããŸãã
æ°ååã¯å称 | æææ ªåŒæ°(æ ª) | æææ ªåŒæ°å²å(ïŒ ) | ãã㯠|
æ ªåŒäŒç€Ÿãšã ã»ã«ã³ãã㌠| 420,000æ ª | 62.50ïŒ | â |
倧谷 å 埳 | 180,000æ ª | 26.79ïŒ | â |
äžå³¶ ç¿å€ª | 60,000æ ª | 8.93ïŒ | â |
ç³ç° 倮 | 12,000æ ª | 1.79ïŒ | â |
äžäœæ ªäž»ã«ã¯180æ¥é(2024幎8æ25æ¥ãŸã§)ã®ããã¯ã¢ãããä»äžãããŠããŸããããã¯ã¢ãã解é€åçã®èšèŒã¯ç®è«èŠã«ãããŸããã
売åºæ ªããªããã売ãæ¥ãæ ªäž»ã¯ããªãã®ãããããŸããã
芪åŒãã¯ãããŸããã
å ããŒããµãŒãã¹(138A)IPOã®åå€äºæ³ãšå¹¹äºåŒåãæ ªæ°ããã§ãã¯ããŸãã
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»¶ã2,400åïœ2,660åã«æ±ºå®ãåžåéé¡ã¯æ倧çŽ9.8ååãæ䟡ç·é¡ã¯çŽ26.4ååã«ãªããŸããæ³å®çºè¡äŸ¡æ Œ2,000åããå€§å¹ ã«äžæ¹ä¿®æ£ãããŸããã
ãã é¡äŒŒäŒæ¥æ¯èŒã§ã¯ãŸã å²å®ã ãšèŠ³æž¬ãããŠããããäžå€ã¯ååæåŸ ã§ããããã§ããäžå¿ãè¶ å²å®éæãšãªã£ãŠããŸãã
ããŸãã«ã人æ°ã®å Žåã¯å ¬éäŸ¡æ Œãä»®æ¡ä»¶ç¯å²å€ã®3,192åãŸã§ããããšã¯èŠããŠãããŸãããããã®ããŒã¿ã³ã¯ãããŠã»ããã§ããããâ»ä»®æ¡ä»¶äžéã«20ïŒ äžä¹ã
ãšã«ããã³ããçŠãé€ããŠã¯æ¥çžŸã絶奜調ãšããããšã§IPOã§ã¯äººæ°ãèŠèŸŒãããã§ããç«åã¿(ç«ã¡é£²ã¿)ã¹ã¿ã€ã«ã¯ã³ããçŠä»¥éã®é£²ã¿ã¹ã¿ã€ã«ã«åã£ãŠããããã§ãã
æçŽã«ããã°é å Žãã§ãŒã³åºã§åºåºããŒã¹ã䌞ã³ãŠããäŒæ¥ã®æ ªã¯è©äŸ¡ãããããããã§ããå瀟ã®å Žåã¯ä»æ7åºèãæ¥æ9åºèãåºåºäºå®ãšããŠããŸãã
çŸåšã®åºèæ°ã¯å šéšã§54åºèã«ãªãããã§ãã4åªããåºåºã§ããããã§ããããïŒ
ä¿®æ£å€5,000åïœ6,500å
åä¿®æ£5,000åïœ5,500å
æçµäºæ³6,000å
â»æ³šç®åºŠBãå¹¹äºåŒå䟡é¡ã¯2,447.20åãæ ªäž»éå äºå®ããªãå ±éãããäºæ³ãäžãããŸãã
æ¥çžŸã確èªãããš2024幎11ææã®åç¬äºæ³ã確èªããããšãã§ããŸããã売äž25.42ååãšãªãåææ¯14.25ïŒ å¢ãçµåžžå©ç2.92ååãšãªãåææ¯14.51ïŒ å¢ãšãªããŸãã
ååæå©çã¯2.03ååãšãªãåææ¯1.00ïŒ å¢ãäºæ³ããŠããŸãã
çŽå©çã暪ã°ãã®çç±ã¯ã³ããçŠã«ããè£å©éåå ¥ããªããªãããã ããã§ãããŸãçšéè²»çšãåæã¯å°ãªãã£ããšèŠ³æž¬ãããŠããŸãã
ãã®ããæ¥ææ¥çžŸã¯å€§å¹ ãªå¢åå¢çãšãªãå¯èœæ§ãããããã§ããããããå¶æ¥å©ç2æ¡å¢ã¯æ¥çš®çã«é©ç°çãªæ°å€ã®ããã§ããã
å ¬éäŸ¡æ Œã2,660å決å®ã®å Žåã®ææšã¯EPS222.23ããPER11.97åãBPS1,315.24ããPBR2.02åã«ãªããŸããé åœãæ ªäž»åªåŸ ã®èšå®ã¯çŸæç¹ã§ãããŸããã
2024幎ã®IPOã¯äžå ŽåŸã«äžã«åãããã¿ãŒã³ãç¶ããŠããããç©æ¥µçãªéèŠãçºçãããã§ãã倧æäºæ³ã®ããã«åå€2åã«ãªãã°å ¬åçµã¯ãŠããŠãã§ãããã
䞻幹äºã®æ±æµ·æ±äº¬èšŒåžã¯æ ªäŸ¡èšå®ãæ§ãããªã®ãããããŸããã2023幎ã®äž»å¹¹äºã¯åå€ãé£ã³ãŸããã§ãããããã
IPOã«åå ãããæ¹ã¯ç©æ¥µçã«åå ããŠãããŸããããåœéžããã°20äžåçšåºŠã®å©çãæåŸ ã§ãããã§ã!!
å¹¹äºå | å²åœæ ªæ° | åŒåå²å |
æ±æµ·æ±äº¬èšŒåž(䞻幹äº) | 288,000æ ª | 90.00ïŒ |
SMBCæ¥èèšŒåž | 9,600æ ª | 3.00ïŒ |
岡äžèšŒåž | 9,600æ ª | 3.00ïŒ |
極æ±èšŒåž | 6,400æ ª | 2.00ïŒ |
æ¥œå€©èšŒåž | 3,200æ ª | 1.00ïŒ |
æ°ŽæžèšŒåž | 3,200æ ª | 1.00ïŒ |
äžå ŽèŠæš¡ãå°ãããå ¬åæ ªã®ã¿ãªã®ã§å ¬éäŸ¡æ Œå²ãã®å¯èœæ§ã¯äœããšæããŸããæ ªäž»åªåŸ ã®èšå®æåŸ ãããããã§ããâ»çŸæç¹ã§æ ªäž»åªåŸ ã®èšå®ã¯ãããŸãã
æ©é¢æè³å®¶ãããå人æè³å®¶åãã®IPOã ãšæããŸãããšããããåå ããŠãããŠè¯ããšæããŸããåœéžã¯æ±æµ·æ±äº¬èšŒåžçãã§ãããïŒ
åœéžãšèšãã°moomoo蚌åžã®ãã£ã³ããŒã³ã«åå ãããŸãããïŒå ¥éããŒã¹ã§ç±³åœæ ªãæ倧10äžååè²°ããŸããäžèšèšäºã«ãŸãšããŸããã
ã¢ããªå©çšæã¯ç¡æãªã®ã§èå³ãããã°ã¢ããªã ãã§ãDLããŠã¿ããšè¯ããããããŸããããã¡ãã蚌åžå£åº§éèšãç¡æã§ããPCããã®ã¢ã¯ã»ã¹ãå¯èœã§ãïŒ
moomoo蚌åž(ã ãŒã ãŒèšŒåž)ã§ãã£ã³ããŒã³ãå§ãŸããŸãããç±³åœæ ªååŒã«ç¹åããäŒæ¥ã§æåã§ããã¢ããªå©çšã ããªãç¡æãªã®ã§äžåºŠäœ¿ã£ãŠã¿ããšè¯ããããããŸãããã¢ããªããŠã³ããŒããè¡ãå£åº§éèšããããã°å¥ã«ç³èŸŒã¿ãå¿ âŠ
å©åãäžåç£ã§Amazonã®ããåž5,500ååãè²°ãããã£ã³ããŒã³ãå§ãŸããŸãããã¯ã€ãºã³ã€ã³ã ãš11,000ååã«ãªããŸãã
åœãµã€ãç¹å žãä»ããŠããã®ã§ããã£ãããå©çšãã ããããã¡ãã詳ãããŸãšããŠããŸãã
å©åãäžåç£ã§æ°ãã£ã³ããŒã³ãå§ãŸããŸãããæ倧28äžååã®ã¯ã€ãºã³ã€ã³ãè²°ããŸããAmazonã®ããåžæç®ã ãš14äžååãªã®ã§ããªããåŸã§ããé«å©åãã§çææè³ãã§ããäžåç£æè³åã¯ã©ãŠããã¡ã³ãã£ã³ã°ãªã®ã§ âŠ
é¡äŒŒäŒæ¥ã®PERãPBRã調ã¹ãŸãã
é¡äŒŒäŒæ¥ãšPERãPBRã¯ä»®æ¡ä»¶çºè¡šåŸã«èšèŒããããšæããŸããé¡äŒŒäŒæ¥ | PER | PBR |
æµ·åž(3133) | PER-å | PBR43.11å |
ãã ããŒ(3178) | PER56.45å | PBR6.52å |
äž²ã«ãç°äžããŒã«ãã£ã³ã°ã¹(3547) | PER32.7å | PBR7.86å |
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 |
ãªã | -æ ª | -å |
ã¹ããã¯ãªãã·ã§ã³(æ°æ ªäºçŽæš©)ã¯ãããŸããã
ãã³ãã£ãŒãã£ãã¿ã«(VC)ä¿ææ ªããªãããé絊äžå®ã¯ãªãããã§ãã
å ããŒããµãŒãã¹(138A)IPOã®è©äŸ¡ãšç³ã蟌ã¿ã¹ã¿ã³ã¹ïŒãŸãšã
å ããŒããµãŒãã¹ã®IPOã¯æç¥çãšæ±äº¬éœã«äœãã§ããæè³å®¶ã«äººæ°ãèŠèŸŒãããã§ããå®®åçãç§ç°çãåºå³¶ã«ãåºåºããŠããŸããã2020幎11ææã¯ã³ããçŠã®åœ±é¿ã§èµ€åãšãªã£ãŠããããã§ãããä»æã¯éå»æé«çãšãªãå¯èœæ§ãããããã§ãã
â»å ããŒããµãŒãã¹å ¬åŒãµã€ãåŒçš
ã¡ã€ã³åæã®ãäž²çŒã(çŒããšã)ãã«ã€ããŠã¯ãæµè¡ãå»ãããªãåµäœã«ãé©ããŠããããæ代ã®å€åã«å·Šå³ãããªãããã§ãã
ã°ã©ã³ãã¡ãã¥ãŒã¯æ¯èŒç調çãç°¡åãªæ§æã«ãªã£ãŠãããåšæ¿é¢ç©ãæžããããšãã§ãããã客åžãéåžžãããåºãåãããšãã§ãååã®ã¹ããŒãæäŸãå¯èœã ããã§ãã
4åªããã®åºåºãå¯èœãšããããšã§ä»ç€Ÿãçããªãç©ä»¶ã®ç©ºéå©çšãã§ã売äžã«ã€ãªããããã§ããåªæ°ãå°ãããªãã°å®¶è³æ¯çãäœããªãæçåå²ç¹ãèãããšå瀟ã®åŸæãšããé åã«ãªãããã§ãã
ãããã³ãæŠç¥ãçŸåšã¯è¡ã£ãŠãããã©äžå ŽåŸã¯æ°ããªå°åãžã®åºåºãå éåããããã¿ããã§ãïŒ
ãŸããç·è³ç£ã«å ããæå©åè² åµ(åå ¥é)ã®å²åã2022幎11æ30æ¥çŸåšã§71.8ïŒ ãšé«ãæ°Žæºãªã®ã¯æ°ã«ãªããŸãã
å瀟ã®äºæ¥èŠæš¡ãèãããšäžå Žã«ããåžåéé¡ã®7.4ååçšåºŠã§äžæãç«ã¡åããã®ãããããŸããïŒ
äžå ŽäŒæ¥ã®CREAL(ã¯ãªã¢ã«)ããåœãµã€ãçµç±ã®ç¹å žãä»ããŠããã ããŸãããæ倧5äžååã®Amazonã®ããã«ãŒãããã¬ãŒã³ãããŠããŸãã
ã¯ã©ãã¡ã³ã«æè³ããããã©å¿é ãªæ¹ã«ãå§ãã§ããäŒæ¥ã ãšæããŸããåå£å ±ã§æ¥çžŸã確èªããªããæè³ããããšãã§ããŸããããã
詳ããå 容ã¯äžèšèšäºã«ãŸãšããŠããŸããå£åº§éèšã ãã§ãã¢ãã®ã1,000ååããã¬ãŒã³ãããŠããŸãïŒ
åœãµã€ãçµç±ã®ç¹å žãšããŠåå ã§ããCREAL(ã¯ãªã¢ã«)ã®Amazonã®ããã«ãŒã(ã¢ãã®ã)ãã£ã³ããŒã³ãã玹ä»ããããšæããŸããéåžžã®å ¬åŒãµã€ãããã®ãç³èŸŒã¿ã ãšé©çšãããªãããã泚æãã ãããäžéšã®ãµã€ãã§ã®ã¿ âŠ
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