ã¹ã«ã€ããŒã¯(9204)ãšå€§æ ç°å¢(9336)ã®IPOã«ã€ããŠäžå ŽçŽåã®åå€äºæ³ãšæ±äº¬èšŒåžååŒæããçºè¡šãããæ°é
éçšã調ã¹ãŸããã
å°åãè¯å¥œã®ããå
¬éäŸ¡æ Œãè¶
ããŠãããšèããŠããŸããã仿©ã®NYåžå Žãæ°ã«ãªããŸããäž¡éæãšãå©çãæåŸ
ã§ãããã§ãïŒ
â»ã¹ã«ã€ããŒã¯å
¬åŒããŒãžåŒçš
å
ã«ã¹ã«ã€ããŒã¯ãã確èªãè¡ããããšæããŸããæ±äº¬èšŒåžååŒæããçºè¡šãããæ°é
éçšã¯äžèšã®ããã«ãªããŸãã
é ç® | æ°é éçšã®å 容 |
æ¿äžå¿å€æ®µ | 1,170å(å ¬åã»å£²åºäŸ¡æ Œ) |
äžé倿®µ | 2,691å(æŽæ°å€å¹ 59åãæŽæ°æé10å) |
äžé倿®µ | 878å(éåžžã®æŽæ°å€å¹ ãæŽæ°æé3å) |
泚æåä»äŸ¡æ Œã®ç¯å² | 293å以äžã4,680åä»¥äž |
ã¹ã«ã€ããŒã¯ãäžå Žæ¿èªãããæãããçŸåšã®ã»ããæåŸ ãããŠãããšæããŸããæ²¹æãªããªãéæã ãšæããŸãããæµ·å€å¢ã®æ ªåŒååŸãæºçã ã£ãããšããæ¥œèгèŠããŠããæè³å®¶ãå€ãããã§ãã
æ¥æ¬åœå ã§ã¯äžäººæ°åŸåã«ãããšäºåã«äŒãã£ãŠããŸããããããå°åãã®å埩ãšå ±ã«å人æè³å®¶ããå²ããªãã®ã§ã¯ïŒããšæããŠããããã«æããŸãã
ããããVC売åºãæ¡ä»¶ã®ããIPOã§ã¯å¥œãŸããŸãããæçŽã«ããã°æ¥ææ¥çžŸäºæ³ããŒã¹ã§ããªãšãŒã·ã§ã³ãé«ãANAãJALãäžåã芳枬ã®ããã§ãã
å šåœæ è¡æ¯æŽã®å»¶é·ã¯è¿œã颚ãšãªã£ãŠããããã§ããããã¡ã³ãåºå£æ¡ä»¶ã ãšåœå å¢ã¯æ éã«ååŒãè¡ãåŸåãããããã§ãã
å ¬éæ ªåŒæ°ã®å€æŽãäœåºŠãè¡ããäžå ŽèŠæš¡ã¯çŽ373.9ååãæäŸ¡ç·é¡ã¯çŽ705.9ååãšãªã£ãŠããŸããã°ããŒã¹åžå Žãžã®äžå ŽãšããŠã¯å€§ããªãµã€ãºã«ãªããŸãã
ãŸããæ¥æ¬åžå Žã ãã ãšçŽ149.6ååèŠæš¡ã«ãªããŸããæµ·å€é åã6å²ã®ããæµ·å€å¢ã¯æ¥æ¬æè³å®¶ãšæèŠãç°ãªãããã§ãã
äžå Žå å®¹ãæ¥çžŸãªã©ã«ã€ããŠã¯äžèšèšäºã§ãŸãšããŠããŸãã
ã¹ã«ã€ããŒã¯ã®äžå ŽããŒã¿ãšåå€äºæ³ãèå¯
ã¹ã«ã€ããŒã¯(9204)ã®äžå ŽçŽåã®åå€äºæ³ã¯ãããªãïŒ
ã¹ã«ã€ããŒã¯ã®äžå ŽçŽåã®åå€äºæ³ã調ã¹ãŠã¿ãŸãããæ°ã«ãªãæ¹ã¯å€ãã¯ãã§ãïŒ
倧æã®äžå ŽçŽåã®åå€äºæ³ã¯1,230åãšãªã£ãŠããŸãã
æ°åã³ãããŠã€ã«ã¹ææçã«ããäžå Žãå»¶æããããããåäžå Žããããšã«ãªã£ãŠããŸããã§ããäºãªãé¢ãããããªãæ¹ãããããã§ãããæµ·å€å¢ãšã¹ã¿ã³ã¹ã倧ããç°ãªãããã§ãã
æ ªäž»ã®ANAããŒã«ãã£ã³ã°ã¹ãä»åŸã©ã®ããã«åããŠããã®ãïŒãšãããæ¥œãã¿ã«ããŠããŸããçé æ ªäž»ã«ãªãããšã¯ãªããšæããŸãããå瀟ãäžæãå©çšããŠããããªæ°ãããŸãã
ã¹ã«ã€ããŒã¯ã¯äžå ŽåŸã«æ ªäž»åªåŸ èšå®ã®æåŸ ããããŸãããã å®å®ããå©çã確ä¿ã§ããªããã°è² æ ã«ãªãã ããªã®ã§ãã°ããã¯æ§åèŠã§ããããã
æ¥æ¬ã®ã³ãã察çã«çåãæã€æ¹ãå€ãã2023幎ã¯ç©ºéæ¥ã«è¿œã颚ãå¹ããšè¯ãã§ãããã
éèŠäºè±¡ä»ãã®IPOãšãªã£ãŠããããšã¯ãã¡ãªããã ãšæããŸãããæ¥æã¯è§£æ¶äºå®ãšãªã£ãŠããŸããè¯ãææãšæªãææãå ¥ãä¹±ããŠãããã®ã®äžå®ã®éèŠãèŠèŸŒããããã§ãïŒ
åå€åŸã«ã©ãåãã®ãã¯ããããŸããã確èªããŠãããããšæããŸããIPOã«åœéžããŠããããæ¿ã確èªããªãã売åŽããäºå®ã§ãã
倧æ ç°å¢(9336)ã®äžå ŽçŽåã®åå€äºæ³ãšæ°é éçšã調ã¹ãŸãã
倧æ ç°å¢ã¯å人çã«æ°ã«ãªã£ãŠããIPOã§ããçç±ã¯æçµçã«1,000æ ªä»¥äžãç²åŸã§ããããã§ããäœæ ãåŸæåæœéžã§åœéžæ ªæ°ãå¢ããŠããŸããŸããïŒ

â»å€§æ ç°å¢å ¬åŒãµã€ãåŒçš
æ±äº¬èšŒåžååŒæããçºè¡šããã倧æ ç°å¢ã®æ°é éçšã¯äžèšã®ããã«ãªããŸãã
é ç® | æ°é éçšã®å 容 |
æ¿äžå¿å€æ®µ | 1,350å(å ¬åã»å£²åºäŸ¡æ Œ) |
äžé倿®µ | 3,105å(æŽæ°å€å¹ 68åãæŽæ°æé10å) |
äžé倿®µ | 1,013å(éåžžã®æŽæ°å€å¹ ãæŽæ°æé3å) |
泚æåä»äŸ¡æ Œã®ç¯å² | 338å以äžã5,400åä»¥äž |
倧æã®äžå ŽçŽåã®åå€äºæ³ã¯1,480åãšãªã£ãŠããŸãã
å瀟ã¯ç£æ¥å»æ£ç©åŠçã®å€§æã«ãªãäžé·æçãªæé·ãèŠèŸŒãŸããŠããŸãã
ãã IPOæã«ã¯äººæ°ãšãªããç±ããå¿ èŠã ãšæããŸããæçµåŠåå Žã®ç¢ºä¿ã¯æ¥çã§ã倧å€ãªããã§ãããåŠçæœèšãæå€§èŠæš¡ãšãªã£ãŠããããšããäžå®ã®äººæ°ããããšæããŸãã
äžå Žæ¿èªæã¯äººæ°ãããŸãèŠèŸŒããªããšæããŸãããIPOã«è³éãå ¥ã£ãŠããããæåŸ ããŠããŸããäžå Žå å®¹ãæ¥çžŸãªã©ã«ã€ããŠã¯äžèšèšäºã§ãŸãšããŠããŸãã
倧æ ç°å¢ã®äžå ŽããŒã¿ãšåå€äºæ³ãèå¯
æ¥çžŸã¯2023幎3ææã§å¢åæžçãšãªããŸãããã©ããã®ã¿ã€ãã³ã°ã§æ ªäŸ¡ãäžæãããšæããŸããç£å»ç³»ã®éæã¯æ°ãä»ããšäžæããŠãããã¿ãŒã³ãå€ãèŠãããŸãã
ãã çæçã«ã¯æšªã°ãã§æšç§»ããå¯èœæ§ãé«ããšæããŸããå瀟ã®PERã¯1,350åç®åºã§14.8åãšãªã劥åœãªãšããã«ããããã«æããŸãã蚱容ãããŠãPER20åãŸã§ã§ããããã
äžå ŽåŸã¯æ¥çžŸæ¡å€§ããããã¯ã³ã¹ãåæžãªã©ã§åçæ§ãé«ããªããšæ ªäŸ¡äžæã«ã¯ã€ãªããã«ãããããããŸãããM&Aãªã©ã¯è¡ãæåãããããã§ãã

äžå ŽèŠæš¡ã¯çŽ498.4ååãæäŸ¡ç·é¡ã¯çŽ1283.6ååãšå€§åã«ãªããŸãããã©ã€ã åžå Žãèãããšããã§ããããŸãããã©ãã
ãã¡ããã¹ã«ã€ããŒã¯ãšåãã§æµ·å€è²©å£²ãè¡ãããŠãããããæ¥æ¬åžå Žã ãã®åžåãèšç®ãããšçŽ249.2ååã«ãªããŸããäžå ŽåŸã¯ææ°è²·ããæåŸ ãããŸãã
äžèŠäžäººæ°ã ãšèšãããŠããIPOãæ©é¢æè³å®¶ã«ã¯äººæ°ãšãããã¿ãŒã³ãªã®ãããããŸãããæå€ãšãã®åŸåããããŸããããã
èèäŒæ¥ãªã®ã§ä»æŽäžå ŽããŠãïŒãšããæèŠãå€ãããã§ãã
ãŸããæ¥çžŸäºæ³ã¯ä¿å®çã«èããããŠããããçµæžã掻æ§åããã°ãæžçèŠèŸŒã¿ããå¢åãšãªãå¯èœæ§ããããããããŸããã
ã¹ã«ã€ããŒã¯ãšå€§æ ç°å¢ã®IPOã¯äž¡éæãšåŸ®åŠã ãšæããŸãããäžæãçºé²ããŠããããšç¶ãIPOã«è¯ã圱é¿ãããããã§ããæ¬æ¥äžå Žã®property technologies(5527)ã¯è¯ãåå€ãä»ããŠããŸãïŒ
ã¢ã€ãã«åäŒç€Ÿã®AGã¯ã©ãŠããã¡ã³ãã£ã³ã°ã®å£åº§éèšã§2,000ååã®ç¹å žãè²°ããããšã«ãªããŸããã
ã¿ã€ã¢ããç¹å žãä»ãAmazonã®ããåžãšVããªã«ããããã1,000ååãã€è²°ããŸããæè³ãè¡ããšVããªã«ãæå€§101,000ååè²°ããŸãïŒ
AGã¯ã©ãŠããã¡ã³ãã£ã³ã°ãšéå®ã¿ã€ã¢ãããã£ã³ããŒã³ãå§ãŸããŸãããäŒå¡ç»é²å®äºã§Amazonã®ããåž(ã¢ãã®ã)1,000ååããã¬ãŒã³ããããŠé ããŸããã¢ã€ãã«ãã¡ã³ãã®ä»ã«ãäžåç£æ ä¿ããŒã³ãã¡ã³ãããç»å Žã 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