Sun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)IPOãæ±èšŒãã¶ãŒãºã«æ°èŠäžå Žæ¿èªãããŸãããä»åãæ¥çžŸãäžå ŽèŠæš¡ãªã©ã確èªãè©äŸ¡ããŠãããããšæããŸãã
䞻幹äºã¯å€§å蚌åžãåãå
¬éæ ªæ°4,200,000æ ªããªãŒããŒã¢ãããã¡ã³ã630,000æ ªã§ããäžå ŽèŠæš¡ã¯æ³å®çºè¡äŸ¡æ Œ630åããèšç®ãããšçŽ30.4ååã«ãªããŸããäžå ŽèŠæš¡ãå°ã倧ãããšãªã£ãŠããŸããæ¥çžŸãäºæ¥å
容ããIPOåžå Žã§ã¯äººæ°ã ãšæããŸãã
â»Sun Asteriskå
¬åŒãµã€ãåŒçš
ç®è«èŠã確èªããŠããŠãäºæ¥å
容ããããã«ãããããã®ã¿ã€ãã®äŒæ¥ã¯IPOã§äººæ°ãããã¯ãã§ããäŒæ¥èŠæš¡ãçæéã§æé·ãæµ·å€åäŒç€Ÿããããã ã«ãããŸããæè¿ã¯è³æ¬éã®å¢é¡ãè¡ã£ãŠããããšããå°æ¥ææãªäŒæ¥ãªã®ã§ã¯ãªãããšæããŸãã
åœå
æ°éäŒæ¥ã®ITåžå ŽèŠæš¡ã¯ä»åŸãæé·ãç¶ç¶ãã2021幎床ã¯13å
3,200ååãšäºæž¬ãããŠããããã§ãã
Sun Asteriskã¯æ¢åäºæ¥ã®ããžã¿ã©ã€ãŒãŒã·ã§ã³(ããžã¿ã«ã掻çšããæ°ããªäºæ¥åµé )ãäºæ¥ãšããŠããããITåãç®èŠãŸããå¢ãã§é²åããçŸä»£ã«ãããŠãããã³ã°ããäŒæ¥ã ãšæããŸãã
ã³ããçŠãITæè¡é©æ°ãšé¢ä¿ãããããæèããè²·ããå
¥ããããããŸããããŸãã¹ããã¯åã®åçã¢ãã«äž»äœãšãªã£ãŠããããšã§å®å®ããæ¥çžŸãšãªã£ãŠããŸãã
Sun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)IPOã®äžå Žåºæ¬ããŒã¿ãšåŒåå¹¹äº
é ç® | äžå Žåºæ¬ããŒã¿ |
åžå Ž | ãã¶ãŒãº |
æ¥çš® | æ å ±ã»éä¿¡æ¥ |
äºæ¥å 容 | ç£æ¥ã®ããžã¿ã©ã€ãŒãŒã·ã§ã³ãæšé²ããããžã¿ã«ã»ã¯ãªãšã€ãã£ãã¹ã¿ãžãªäºæ¥ |
äžå Žæ¥ | 7æ31æ¥ |
ããã¯ãã«ãã£ã³ã°æé | 7æ14æ¥ïœ7æ20æ¥ |
æ³å®äŸ¡æ Œ | 630å |
ä»®æ¡ä»¶ | 630åïœ700å |
å ¬éäŸ¡æ Œ | 700å |
åå€çµæ | 1,209å(å ¬éäŸ¡æ Œ1.73å) |
äŒæ¥æ å ± | https://sun-asterisk.com/ |
ç£æ»äºº | å€ªéœæéè²¬ä»»ç£æ»æ³äºº |
ãæåéã®äœ¿éã
æåæŠç®é¡1,281,500åååã³ã1 æ°èŠçºè¡æ ªåŒãã®(泚)5ã«èšèŒã®ç¬¬äžè å²åœå¢è³ã®æåæŠç®é¡äžé395,510ååã«ã€ããŠã¯ãäºæ¥æ¡å€§ã®ããã®äººæç¢ºä¿ã«ä¿ãæ¡çšè²»åã³äººä»¶è²»ã«508,590ååãåœç€Ÿé£çµåäŒç€Ÿ2瀟ã«å¯Ÿããæèè³è³éã«1,031,372ååãæ®é¡ãåå ¥éã®è¿æžã«å åœããäºå®ã§ãããªããåœç€Ÿé£çµåäŒç€Ÿ2瀟ã¯åœç€Ÿããã®æèè³è³éã以äžã®éãå åœããäºå®ã§ãã
â Sun Asterisk Vietnam Co.,Ltd.ã¯ãäºæ¥æ¡å€§ã®ããã®ãšã³ãžãã¢çã®äººæç¢ºä¿ã«ä¿ã人件費ãšããŠ655,752ååã®å åœãäºå®
â¡ã°ã«ãŒãŽã»ã®ã¢æ ªåŒäŒç€Ÿã¯ãã¿ã¬ã³ããã©ãããã©ãŒã ãµãŒãã¹ã«ãããæ±è·è ç²åŸã®ããã®åºå宣äŒè²»ãšããŠ90,675ååãäºæ¥æ¡å€§ã®ããã®ãšã³ãžãã¢çã®äººæç¢ºä¿ã«ä¿ãæ¡çšè²»åã³äººä»¶è²»ãšããŠ284,945ååã®å åœãäºå®
â»å ·äœçãªè³ééèŠã®çºçåã³å åœãŸã§ã¯ãå®å šæ§ã®é«ãéèååçã§éçšããŠããæ¹é
â»æäŸ¡èšŒåžå±åºæž(æ°èŠå ¬éæ)åŒçš
é ç® | æ ªæ°ããŒã¿ |
å ¬åæ ªæ° | 2,050,000æ ª |
å£²åºæ ªæ° | 2,150,000æ ª |
å ¬éæ ªæ°(åèš) | 4,200,000æ ª |
ãªãŒããŒã¢ãããã¡ã³ã | 630,000æ ª |
äžå Žæçºè¡æžã¿æ ªæ° | 36,210,000æ ª(å ¬ååãå«ã) |
æ³å®ããŒã¹ã®æäŸ¡ç·é¡ | çŽ228.1åå |
å¹¹äºå£ | 倧å蚌åž(䞻幹äº) SMBCæ¥èèšŒåž ã¿ãã»èšŒåž SBIèšŒåž æ¥œå€©èšŒåž ãããã¯ã¹èšŒåž æ±æµ·æ±äº¬èšŒåž 岡äžèšŒåž |
å§èšèŠèŸŒ | 岡äžãªã³ã©ã€ã³èšŒåž SBIããªãã¬ãŒãèšŒåž DMM.comèšŒåž |
Sun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)äžå Žè©å€ãšIPOåæ
æ³å®çºè¡äŸ¡æ Œ630åãåºã«åžåéé¡ãç®åºãããšçŽ26.5ååãšãªãããªãŒããŒã¢ãããã¡ã³ããå«ãããšçŽ30.4ååèŠæš¡ã®äžå ŽãšãªããŸããSun Asteriskã°ã«ãŒãã®ããžã¿ã«ã»ã¯ãªãšã€ãã£ãã¹ã¿ãžãªäºæ¥ã¯ãã¯ã©ã€ã¢ã³ãã®ããžã¿ã«ãã©ã³ã¹ãã©ãŒã¡ãŒã·ã§ã³ãæ°èŠäºæ¥éçºã®æ¯æŽãããã¯ãªãšã€ãã£ãïŒãšã³ãžãã¢ãªã³ã°ããšããã¿ã¬ã³ããã©ãããã©ãŒã ããšãã2ã€ã®ãµãŒãã¹ã©ã€ã³ã§å®è¡ããããã«åãµãŒãã¹ã©ã€ã³ã®äžã§é¡§å®¢ã®èª²é¡ãããŒãºã«åããããµãŒãã¹ãæäŸããŠããŸãã
ã¯ãªãšã€ãã£ãïŒãšã³ãžãã¢ãªã³ã°ã¯ãäž»ã«æ¥æ¬ã®ã¯ã©ã€ã¢ã³ãã®äºæ¥ã¢ã€ãã¢åµåºãããããã¯ãéçºã»ãããã¯ãã®ç¶ç¶çãªæé·ãã¯ãªãšã€ãã£ããšãšã³ãžãã¢ãªã³ã°é¢ã§æ¯æŽãããµãŒãã¹ã©ã€ã³ã§ãã
ã¯ã©ã€ã¢ã³ããšã®æºå§ä»»å¥çŽãããã¯è«è² å¥çŽã«ããåçãçºçããä»çµã¿ã§ãã3ã¶æä»¥äžç¶ç¶ããæºå§ä»»å¥çŽã¯ã¹ããã¯åã3ã¶ææªæºã®æºå§ä»»å¥çŽåã³è«è² å¥çŽã¯ãããŒåãšåé¡ããŠããã2019幎12ææã®æ¬ãµãŒãã¹ã©ã€ã³ã«å ããå²åã¯ã¹ããã¯åçŽ80ïŒ ããããŒåçŽ20ïŒ ãšå®å®ããåçã¢ãã«ãå®çŸããŠããããã§ãã

â»æäŸ¡èšŒåžå±åºæžåŒçš
ã¿ã¬ã³ããã©ãããã©ãŒã ã¯ãã¯ã©ã€ã¢ã³ãã®äºæ¥ã¢ã€ãã¢åµåºãããããã¯ãéçºã»ãããã¯ãã®ç¶ç¶çãªæé·ã人æã®ç޹ä»é¢ã§æ¯æŽãããµãŒãã¹ã©ã€ã³ã§ããåœå å€ã«ãããŠãIT人æã®çºæã»è²æåã³ã玹ä»ã»æŽŸé£ãã®ãããªãµãŒãã¹ãæäŸããŠããŸãã
ã¿ã¬ã³ããã©ãããã©ãŒã ã§ã¯äž»ã«ã¯ã©ã€ã¢ã³ããšã®äººæç޹ä»ã»äººææŽŸé£å¥çŽãæ¥åå§èšå¥çŽãªã©ã«ããåçãçºçããŸãã

â»æäŸ¡èšŒåžå±åºæžåŒçš
å瀟ã°ã«ãŒãã¯ãã°ã«ãŒãã®ããã·ã§ã³ã«åºã¥ããŠã嵿¥ä»¥æ¥300ä»¶ãè¶ ããã¹ã¿ãŒãã¢ãããæ°èŠäºæ¥ã®éçºæ¯æŽãè¡ã£ãŠããŸãããã®ãããªçµéšãã䟡å€åµé åã®ããã»ã¹ã«ã€ããŠã®è±å¯ãªãã¬ããžãèç©ããŠããŸãã
å ·äœçã«ã¯ããªãŒãã³ã€ãããŒã·ã§ã³ã«ããäºæ¥å ±åµããã¶ã€ã³æèã»ãªãŒã³ã¹ã¿ãŒãã¢ããã»ã¢ãžã£ã€ã«éçºãšãã£ããã¬ãŒã ã¯ãŒã¯ã®æŽ»çšãæ©èœè¿œå ãUI/UXæ¹åãé«éã§åãç¶ããããã®DevOpsã®ç°å¢ã®æ§ç¯ãªã©ãæããããŸãã
å瀟ã°ã«ãŒãã¯ãæ°å€ãã®ã¹ã¿ãŒãã¢ãããæ°èŠäºæ¥æ¯æŽã«ããèç©ããè±å¯ãªç¥èŠãäºæ¥ã®æ§æ³ããéçºã»éçšãŸã§ã®äŸ¡å€åµé ããã»ã¹ã«ãããŠé£ç¶çã«æäŸã§ããããšããŸãããã1,500åè¶ ã®èŠæš¡ã§å±éãããšã³ãžãã¢çã®ãªãœãŒã¹ãããã«ããã¯ãšãªã£ãŠããã¯ã©ã€ã¢ã³ãã®äºæ¥æ¡åŒµèŠè«ã«ã¹ã ãŒãºã«å¯Ÿå¿ã§ãããšããç¹ããããã®åžå Žå ã§ãŠããŒã¯ãªããžã·ã§ã³ã«ãããšèããŠããããã§ãã

â»æäŸ¡èšŒåžå±åºæžåŒçš
ä»åŸãå°åé«éœ¢åãèæ¯ã«äººå£æžå°ãã§ãŒãºã«å ¥ããšãããŠããŸããçç£å¹Žéœ¢äººå£ã¯2016幎ã®7,700äžäººãã2065幎ã«ã¯4,500äžäººã«æžå°ãããšèŠèŸŒãŸããŠããŸãã
ãŸãã2025幎ã®åŽãã«äŒŽããããžã¿ã«ãã©ã³ã¹ãã©ãŒã¡ãŒã·ã§ã³æªå®çŸã«ãã2025幎以éæå€§å¹Žéã§12å åã®çµæžæå€±ãçºçãããªã¹ã¯ãããããã§ãããã®ãã幎é130å åèŠæš¡ã§ã®GDPãžã®åœ±é¿ãæžå¿µãããŠããŸãã
ãã®ãããªããžã¿ã«ãžã®ç§»è¡ãäžå¯æ¬ ãšãããç¶æ³äžã«ãããŠã2030幎ã«ã¯æå€§78.7äžäººã®IT人æäžè¶³ãªã©ãéã質ãšãã«å±æ©çãªäžè¶³ãäºæ³ãããŠããŸãã
ãã®ãããªç°å¢äžã®ããåœå å€ã®åªç§ãªäººæãšãã¯ãããžãŒã®åãæå€§éã«æŽ»çšãã顧客ã®ããžã¿ã«ãã©ã³ã¹ãã©ãŒã¡ãŒã·ã§ã³ãæšé²ããããšã§å瀟ã®äºæ¥æ¡å€§ãæåŸ ãããŠããŸãã
Sun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)ã®äŒæ¥è²¡åæ å ±ãšé åœæ§å
忬¡ | 第6æ | 第7æ |
決ç®å¹Žæ | 2018幎12æ | 2019幎12æ |
売äžé« | 2,218,783 | 4,529,508 |
çµåžžå©ç | 325,938 | 486,189 |
芪äŒç€Ÿæ ªäž»ã«åž°å±ããåœæçŽå©ç | 276,760 | 410,832 |
å æ¬å©ç | 280,905 | 403,046 |
çŽè³ç£é¡ | 626,206 | 2,028,653 |
ç·è³ç£é¡ | 1,620,626 | 3,355,508 |
1æ ªåœããçŽè³ç£é¡ | 20.19 | 61.27 |
1æ ªåœããåœæçŽå©çéé¡ | 9.02 | 13.17 |
èªå·±è³æ¬æ¯ç(ïŒ ) | 38.62 | 60.45 |
èªå·±è³æ¬å©çç(ïŒ ) | 72.87 | 30.96 |
æ ªäŸ¡åçç(å) | – | – |
é åœæ§å(ïŒ ) | – | – |
å¶æ¥æŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| 386,519 | 461,807 |
æè³æŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| â³141,375 | â³297,079 |
è²¡åæŽ»åã«ãããã£ãã·ã¥ã»ãã㌠| 250,815 | 1,284,248 |
çŸéåã³çŸéåçç©ã®ææ«æ®é« | 773,459 | 2,218,818 |
- 売äžé«286,676åå
- å¶æ¥å©ç299,797åå
- çµåžžå©ç303,194åå
- 芪äŒç€Ÿæ ªäž»ã«åž°å±ããååæçŽå©ç268,682åå
æ å ±ãµãŒãã¹ç£æ¥ã«ãããŠããã°ããŒã¿ãIoTã人工ç¥èœ(AI)çã®åžå Žã®æ¡å€§ãåŒãç¶ãèŠèŸŒãŸããäžæ¹ã§ãåœå ã§ãããã®éçºãæ ã人æã®äžè¶³ãæžå¿µãããŠããŸãããŸããæ°åã³ãããŠã€ã«ã¹ã®æææ¡å€§ã黿¢ããæœçãšããŠæ¡å€§ããŠããèªå® ã§ã®å€åãäžèŠäžæ¥ã®å€åºèªç²èŠè«ã«ãããåçš®ã®ã·ã¹ãã ã®ã»ãã¥ãªãã£ã¬ãã«ã®èŠçŽããã瀟äŒã¬ãã«ã§ã®ããžã¿ã©ã€ãŒãŒã·ã§ã³ã®æšé²ãæ±ããããŠããŸãã
ãã®ãããªçµå¶ç°å¢ã®äžã§é¡§å®¢ã®èª²é¡ã«å¿ããŠå¿ èŠãªãµãŒãã¹ãæäŸãã¹ãããµãŒãã¹ã©ã€ã³ãå±éã顧客æ°åã³é¡§å®¢åäŸ¡ã®æ¡å€§ãéç¹èª²é¡ãšããŠåçµãããã§ãã
Sun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)ã®æ ªäž»ç¶æ³ãšããã¯ã¢ããã«ã€ããŠ
äŒç€Ÿèšç«ã¯2013幎3æ01æ¥ãæ±äº¬éœå代ç°åºç¥ç°çŽºå±çº15çªå°ã«æ¬ç€Ÿãæ§ããŸãã瀟é·ã¯å°ææ³°å¹³æ°(1983幎11æ17æ¥çãŸã)ãæ ªåŒä¿æçã¯7.70ïŒ (2,920,000æ ª)ã§ããåŸæ¥å¡æ°89人ã§èšæéçšè 1人ãå¹³å幎霢33.3æ³ãå¹³åå€ç¶å¹Žæ°1.5幎ãå¹³å幎é絊äž5,455,093åã§ãã
é£çµåŸæ¥å¡æ°ã¯1,225人ã§èšæéçšè 242人ãšãªã£ãŠããŸããã»ã°ã¡ã³ãã¯ããžã¿ã«ã»ã¯ãªãšã€ãã£ãã¹ã¿ãžãªäºæ¥ã®åäžã»ã°ã¡ã³ãã«ãªããŸãã
æ°ååã¯åç§° | æææ ªåŒæ°(æ ª) | æææ ªåŒæ°å²å(ïŒ ) | ãã㯠|
å¹³äº èª äºº | 13,027,500æ ª | 34.37ïŒ | â |
æéš è£èŒ | 7,547,500æ ª | 19.91ïŒ | â |
è€æ¬ äžæ | 4,947,500æ ª | 13.05ïŒ | â |
ç³žäº ä¿å | 3,120,000æ ª | 8.23ïŒ | à |
å°æ æ³°å¹³ | 2,920,000æ ª | 7.70ïŒ | â |
蟲æäžå€®é庫 | 2,104,000æ ª | 5.55ïŒ | â |
é«å å¥äž | 1,947,500æ ª | 5.14ïŒ | â |
ãããã¯ã¢ããã«ã€ããŠã
æ¬åé䞊ã³ã«åŒå人ã®è²·ååŒåã«ãã売åºãã«é¢é£ããŠãè²žæ ªäººã§ããå¹³äºèª 人ã売åºäººã§ããæéšè£èŒãè€æ¬äžæåã³é«åå¥äžã䞊ã³ã«åœç€Ÿã®æ ªäž»ã§ããå°ææ³°å¹³ãããªãŒã¹ã¿ã€ã«ååäŒç€Ÿåã³ãœããŒãããã¯ãŒã¯ã³ãã¥ãã±ãŒã·ã§ã³ãºæ ªåŒäŒç€Ÿã¯ã䞻幹äºäŒç€Ÿã«å¯Ÿããå åŒåå¥çŽç· çµæ¥ããäžå Žæ¥åŸ180æ¥ç®(2021幎1æ26æ¥)ãŸã§ã®æéã䞻幹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ®éæ ªåŒã®å£²åŽç(ãã ããåŒå人ã®è²·ååŒåã«ãã売åºããã°ãªãŒã³ã·ã¥ãŒãªãã·ã§ã³ã®å¯Ÿè±¡ãšãªãåœç€Ÿæ®éæ ªåŒã䞻幹äºäŒç€ŸãååŸããããšçãé€ãã)ãè¡ããªãæšãåæããŠããŸãã
ãŸããåœç€Ÿã®æ°æ ªäºçŽæš©ãæããç³å¡ä¿è¡ã¯äž»å¹¹äºäŒç€Ÿã«å¯Ÿããããã¯ã¢ããæéäžã¯äž»å¹¹äºäŒç€Ÿã®äºåã®æžé¢ã«ããåæãªãã«ã¯ãåœç€Ÿæ°æ ªäºçŽæš©åã³æ°æ ªäºçŽæš©ã®è¡äœ¿ã«ããååŸããæ ªåŒã®å£²åŽçãè¡ããªãæšãåæããŠããŸãã
â»æäŸ¡èšŒåžå±åºæž(æ°èŠå ¬éæ)åŒçš
äžäœæ ªäž»ã«ã¯180æ¥é(2021幎1æ26æ¥ãŸã§)ã®ããã¯ã¢ãããä»äžãããŠããŸããããã¯ã¢ããè§£é€åçã®èšèŒã¯ç®è«èŠã«ãããŸããã
ãã®ä»ãäžå Žåã®ç¬¬äžè
å²åœçã«ããåéæ ªåŒã®å²åœçã«é¢ããå²åœãåããè
ãšã®éã§ç¶ç¶ææçã®ç¢ºçŽãè¡ã£ãŠããããã§ãã
芪åŒãã¯158,800æ ªãäžéãšããŠåŸæ¥å¡ã®çŠå©åçç®çãšããŠäºå®ãããŠããŸããæ ªäž»åç°¿ã«ã¯å è³é»å(8154)ãšãœããŒãããã¯ãŒã¯ã³ãã¥ãã±ãŒã·ã§ã³ãºããœããŒ(6758)ããªã©ã®äžå ŽäŒæ¥åããããŸã
Sun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)IPOã®åå€äºæ³ãšå¹¹äºåŒåãæ ªæ°
倧æåå€äºæ³ã¯2瀟æ²èŒäºå®ã§ãããã°ãããåŸ ã¡ãã ãããææ°æ¥çžŸäºæ³ã®ä»ãä»®æ¡ä»¶çºè¡šåŸã®PERãPBRãªã©ãåŸæ¥è¿œèšããŸããä»®æ¡ä»¶ã630ïœ700åã«æ±ºå®ããŸãããäžå ŽèŠæš¡ã倧ããããšãæ ªæ°ãå€ãããšããç¡é£ãªäŸ¡æ Œåž¯ã ãšæããŸããæ°èŠäŒæ¥éçºãææããäŒæ¥ã«ãªãããŸãã«æ°èåžå ŽãããIPOã ãšæããŸããæ¥çžŸãå¢åå¢çãç¶ãå®å®ããŠãããšæããŸãã
ãã ãäžå ŽèŠæš¡ãä»®æ¡ä»¶äžé700åã ãš33.8ååãšãªãããè·ãããæã¯åŠããŸãããå ¬éäŸ¡æ Œå²ãã¯ãªãã«ããŠãåå€1.5åã®ããã¯ã¢ããè§£é€ãæ°ã«ãªããã€ã³ãã ãšæããŸããæäŸ¡ç·é¡ã253.5ååãšå€§ããåå€2åã ãš500ååãè¶ ããŠããŸãã
ä¿®æ£å€1,200åïœ1,500å
â»æ³šç®åºŠAã7æ15æ¥è¿œèš
ä¿®æ£å€1,200åïœ1,500å
â»æ³šç®åºŠ5段éäžäžãã1çªç®ãäºæ³æ°å€ã¯7æ15æ¥è¿œèšãä¿®æ£å€ã¯7æ28æ¥è¿œèš
ããã«ä¿®æ£ãã2段éåŒäžãã«ãªããŸããåå€äºæ³2瀟ã®ç¶æ³ããåå€1,500åããããæ¿åã®ããã§ãïŒ
ããªã泚ç®åºŠãé«ããIPOæè³ãå°æ¥ã«è¡ã£ãŠããå ¬åçµãåå€ã«æåŸ ããŠããããã§ããåœéžç¢ºçãé«ãåªè¯æ ªã«ãªãããæåŸ ããã«ã¯ããããªãç¶æ³ã§ããããããããããšåå€äºæ³ãäžæ¹ä¿®æ£ãšãªãå¯èœæ§ããããŸããåå€äºæ³ã¯ä»åŸè¿œèšããäºå®ãªã®ã§ããŸã«èŠã«æ¥ãŠããã ãããšå¬ããæããŸãã
æ¥çžŸäºæ³ã¯2020幎12æã®æ¬æ±ºç®ã§å£²äž51.2ååãšãªãåæ45.3ååãã13.05ïŒ å¢ãèŠèŸŒã¿ãŸããçµåžžå©çã¯7.26ååãšãªãåæ4.86ååãã49.38ïŒ å¢ãèŠèŸŒã¿ãŸããããæ°å¹Žã¯åžžã«å¢åå¢çã®ããæ¥æãæåŸ ã§ãããã§ãã
èå¿ãªååæå©çã¯6.4ååã§åæ4.1ååãã56.1ïŒ å¢ãšããªãå¥œèª¿ãªæ¥çžŸäºæ³ãèŠèŸŒãŸããŠããŸããã¢ãŒãã³ã°ã¹ã¿ãŒç€Ÿã§ã¯è·ãããæã匷ãããã©äºå人æ°ãé«ããšè©äŸ¡ããŠããããã§ãã
å¥ã®äŒæ¥ã§ã䌌ããããªå 容ã«ãªã£ãŠãããã蚌åžçŽãåã¯åå€äºæ³ãè¡ã£ãŠããäŒæ¥ã®å€ãã§å ¬éäŸ¡æ Œãäžåãäºæ³ãè¡ãããŠããããã§ããå ¬åçµã«ã¯æåŸ ã§ããå 容ã§ããã
EPS18.38ããPERã¯38.08åãBPS122.45ããPBRã¯5.72åã«ãªããŸãããã¶ãŒãºäžå Žã«ãªãé åœéãæ ªäž»åªåŸ ã¯ãããŸããããã®ãŸãŸæ¥çžŸã奜調ã§ããã°é åœå®æœã¯è¿ããããããŸããã
ãŸãããã³ãã£ãŒãã£ãã¿ã«ä¿ææ ªãå°ãªãããæ©æå£²åŽèŠ³æž¬ã®æ ªäž»ã¯å°ãªãããã§ããæ ªæ°ãå€ãããšã¯æ°ã«ãªããŸããåå€å©çã¯ååçãããšæããŸããåŸæ¥å¡ææ ªäŒç€Ÿã«èŠªåŒãããæ ªæ°ã158,800æ ªããããšã§å°ãå®å¿ã§ããææããããŸãã
ã¹ã¿ãŒãã¢ããäŒæ¥ããã³ãã£ãŒäŒæ¥ã®ç޹ä»ãå ¬åŒããŒãžã§è©³çްãããŠããããšãæè³å®¶ã®è²·ããèªãçããããããã§ããè€åçãªãµãŒãã¹ãæäŸããŠããããšã匷ã¿ã«ãªãããŠããŠãç¬èªããŒã¿ãã©ãããã©ãŒã ã«ããæäŸããŠããããã§ãã
å ¬åçµã¯ã§ããã ãå€ãã®èšŒåžäŒç€Ÿããæœéžãè¡ã£ãŠããããšããå§ãããŸãïŒ
å¹¹äºå | é ååäœ | åŒåå²å |
倧å蚌åž(䞻幹äº) | 3,780,000æ ª | 90.00ïŒ |
SMBCæ¥èèšŒåž | 126,000æ ª | 3.00ïŒ |
ã¿ãã»èšŒåž | 84,000æ ª | 2.00ïŒ |
SBIèšŒåž | 42,000æ ª | 1.00ïŒ |
æ¥œå€©èšŒåž | 42,000æ ª | 1.00ïŒ |
ãããã¯ã¹èšŒåž | 42,000æ ª | 1.00ïŒ |
æ±æµ·æ±äº¬èšŒåž | 42,000æ ª | 1.00ïŒ |
岡äžèšŒåž | 42,000æ ª | 1.00ïŒ |
åœéžãçããªã倧å蚌åžã¯å€ããªããšæããŸããäžå ŽèŠæš¡ãå°ã倧ãããªã®ã§å°åããèããªããIPOæœéžã«åå ããã¹ã¿ã³ã¹ã§ãããšæããŸãã倧å蚌åžã®IPOæœéžã«ãŒã«ã¯äžèšã§ãŸãšããŠããŸãã
倧å蚌åžã®IPOæœéžæ¹æ³ãšæœéžã«ãŒã«ã«ã€ããŠåŸ¹åºçã«èª¿ã¹ãŠã¿ãŸããããããŸã§ã®IPOåœéžæŽããå£åº§éèšãè¡ã£ãŠããã¹ã蚌åžäŒç€Ÿãªã®ãèå¯ããŸãã 倧å蚌åžã¯äž»å¹¹äºãåŒåããããšãå€ãããIPOã§å©çãäžãããæ¹ã«ãå§ãã§ âŠ
ãŸãSMBCæ¥è蚌åžãåŒåãæ ªæ°ãå€ããã§ããå¯å¹¹äºã®äœçœ®ã«ã€ããŠããäŒæ¥ã¯ããçšåºŠãŸãšãŸã£ãæ ªæ°ãåæ±ãæåŸ ããããŸããå£åº§ãéèšããã°ããã®æã¯IPOæœéžã§äžè¬ã®æ¹ãããã¹ããŒãžå¶ãæ¡çšãããããåœéžãããããšèšããŸãã
ãã¡ãããŸãšããŠããã®ã§åèã«ãªããšæããŸãã
SMBCæ¥è蚌åžã®IPOæœéžã«ãŒã«ã«ã€ããŠåŸ¹åºçã«èª¿ã¹ãŸãããå人çã«ãéå»ã®åœéžå±¥æŽããäžçªIPOã«åœéžã§ããŠãã蚌åžäŒç€ŸãããããŸãããIPOåæ±ãæ°ãæ¥çæé«æ°Žæºã®ãããå£åº§ããªãæ¹ã¯æ©ãã«äœã£ãŠãããã»ãããããš âŠ
倧å蚌åžããã®ç³èŸŒã¿ä»¥å€ã§ã¯ãããã¯ã¹èšŒåž
楜倩蚌åžãåŸæåæœéžãªã®ã§ç³èŸŒè ãå°ãªããããããŸãããåŸæåæœéžã¯BBåå ãšè³Œå ¥ã®2åç³èŸŒã¿ãé¢åãªã®ã§å¿ããã¡ã§ããæ £ããªããšå¿ããŸãããŸãæè¿ã¯æäœåå ã®ç³èŸŒã¿ã«ãªã£ãŠããããšãå€ããããå€ãã®æ¹ã«é åãè¡ãããŠããããã§ããæ ªæ°ãå€ãéæã«ã¯åå ããŠãããã»ããè¯ãããã§ãã
æ±æµ·æ±äº¬èšŒåžã岡äžèšŒåžããã¯ç¡çããŠç³èŸŒã¿ãè¡ããªããŠãè¯ãããã§ãããå¹¹äºæ§æçã«ç³èŸŒã¿ãããã®ã§ç§ã¯å šãŠã®èšŒåžäŒç€Ÿããç³èŸŒãäºå®ã§ãã
ãããããå šãŠåå ã§ããã®ã§å£åº§ããªãæ¹ã¯éèšããŠãããšè¯ããšæããŸãã
ãããã¯ã¹èšŒåžã®IPOã«ãŒã«ã«ã€ããŠè©³ãããŸãšããŸãããè©å€ãè¯ãããšã¯ããã£ãŠããŸãããå®å šæœéžæ¹åŒãåãå ¥ããŠãããã誰ã«ã§ãåœéžãã£ã³ã¹ããã蚌åžäŒç€Ÿã§ããåœéžå®çžŸãåãããŠã玹ä»ããããšæããŸãã âŠ
岡äžèšŒåžã®å§èšã§å²¡äžãªã³ã©ã€ã³èšŒåžããã®åæ±ããè¡ããããšæããŸããå§èšå¹¹äºã¯ãã€åŒåããã®ãããããªãããå£åº§éèšã ãããŠãããšè¯ãã§ããããã¡ãªã¿ã«ååãéäžèŠã§ãïŒ
DMM.com蚌åžãæ ªæ°ãå€ãããåæ±ãã®æåŸ ããããšæããŸããéæèåžãååãéäžèŠãªã®ã§å£åº§ããªãæ¹ã¯éèšããŠãããŸããããè³éäžèŠã§IPOæœéžã«åå ã§ããäŒæ¥ã¯äžèšèšäºã§ãŸãšããŠããŸãã
ååéäžèŠã§IPOæœéžã«åå ã§ããäŒæ¥ã調ã¹ãŠã¿ãŸãããIPOæè³ãè¡ãã«ã¯åºæ¬çã«ååéãå¿ èŠã§ããéæå¥ã«è³éãå¿ èŠã ã£ãããéè€ç³ã蟌ã¿ãå¯èœã ã£ãã蚌åžäŒç€Ÿã«ããç³èŸŒæ¹æ³ã¯ç°ãªããŸããè³éãå°ãªãå Žåã«ãIPOæ âŠ
é¡äŒŒäŒæ¥ã®PERãPBRã調ã¹ãŠã¿ãŸãã
é¡äŒŒäŒæ¥ãšPERãPBRã¯ä»®æ¡ä»¶çºè¡šåŸã«èšèŒããããšæããŸããé¡äŒŒäŒæ¥ | PER | PBR |
ã·ã¹ãã(2317) | PER27.34å | PBR6.03å |
UbicomããŒã«ãã£ã³ã°ã¹(3937) | PER39.9å | PBR10.8å |
ã€ã³ãœãŒã¹(6200) | PER97.32å | PBR17.62å |
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4æ01æ¥ïœ2033幎12æ06æ¥ãŸã§ | 3,120,000æ ª | 80.1å |
2020幎4æ01æ¥ïœ2033幎12æ06æ¥ãŸã§ | 620,000æ ª | 80.1å |
äžå Žæç¹ã§è¡äœ¿æéãè¿ããŠããã¹ããã¯ãªãã·ã§ã³(æ°æ ªäºçŽæš©)ã3,740,000æ ªãããŸããçºè¡äŸ¡æ Œã¯å šãŠ80.1åã§ãã
第1åã¯çšç士糞äºä¿åæ°ã«ä»äžãããŠããŸãã第2åã¯åäŒç€Ÿä»£è¡šåç· åœ¹ãšãªã£ãŠããŸãã糞äºä¿åæ°ã¯çºè¡æ ªåŒã®8.23ïŒ ãæ°æ ªäºçŽæš©ã§ä»äžãããããã§ããã
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 ¥ãSun Asterisk(ãµã³ ã¢ã¹ã¿ãªã¹ã¯)IPOã®è©äŸ¡ãšç³ã蟌ã¿ã¹ã¿ã³ã¹
ãµã³ ã¢ã¹ã¿ãªã¹ã¯IPOã¯æªããªããšæããŸããäžå ŽèŠæš¡ãå°ã倧ããããšãæ°ã«ãªããããã§ããæ ªå䟡ãäœãããæ ªæ°ãå€ããŠãåå€å©çãçãããšæããŸãããã®èŸºãã®IPOãç©æ¥µçã«çããšåœéžã§ãã確çãé«ããªããšå人çã«æããŸããäºæ¥ãæ¡å€§åŸåã«ããIPOãè¡ãã¿ã€ãã³ã°ãè¯ãããã§ãã

â»Sun Asteriskå ¬åŒãµã€ãåŒçš
æå 端ãã¯ãããžãŒãéçºããAI(人工ç¥èœ)ããããã¯ãã§ãŒã³ãIoTããã£ãŒããã§ã€ã¯ãããã°ããŒã¿ãªã©ãå©çšãäžå ŽäŒæ¥ãå€ããªã£ãŠããŸãã
ãã åçæ§ã«æ¬ ããäŒæ¥ãå€ãåå€åŸã«æ ªäŸ¡ãäžèœããäŒæ¥ãå€ããšæããŸããSun Asteriskã®å Žåã¯æ¥çžŸãã倧ããè²·ãããã®æåŸ ããããšæããŸãã
ç«¶åç¶æ³åã³ç«¶äºæ¿çã§ã¯ãããŸã§ã®ååŒå®çžŸãªã©ããããã°ããã¯ç«¶åä»ç€Ÿã«è² ãããããªããšã¯ãªãããã§ããæè¡é©æ°ã«ã€ããŠãç ç©¶éçºæŽ»åãæšé²ã察å¿ã§ããŠããããã§ãã
æ°åã³ãããŠã€ã«ã¹ææçã®æææ¡å€§ã«ãããªã¹ã¯çã¯ãã°ããŒãã«ããŒã ã§ãªã¢ãŒãã¯ãŒã¯ç°å¢äžã«ããããšããããµãŒãã¹æäŸã§ããäœå¶ã»ããŠããŠãæ§ç¯ãããŠããããã§ãããŸããµãŒãã¹æäŸãžã®åœ±é¿ã¯æå°åãå³ã£ãŠããããã§ãã
ä»æç¬¬1ååæã«ãããŠã¯æ°åã³ãããŠã€ã«ã¹ã«ãã圱é¿ã¯ã§ãŠããªãããã§ãïŒ
æ±èšŒ1éšã®ç©Žå¹èç£ãçŽæ¥éå¶ããäžåç£ã¯ã©ãŠããã¡ã³ãã£ã³ã°ïŒããè©å€è¯ãã§ãã
æ±èšŒ1éšäžå Žã®äŒæ¥ãçŽæ¥éå¶ããŠãããžã§ã€ã³ãã¢ã«ãã¡(Jointoα)ã®ã玹ä»ã§ããå£åŸåºè³30ïŒ ãæ¡çšããŠããããå®å¿ããŠæè³ãã§ãããšæããŸããå©åããå°ãäœããªã®ã§äºåã§å£åº§éèšããŠãããšè¯ãããã§ãã
穎å¹èç£ã®ç¥å床ãé«ãããæºé¡æç«ãç¶ããŠããããã§ãã詳ããã¯äžèšèšäºã§ãŸãšããŠããã®ã§åèã«ãªãããšæããŸãã
ãžã§ã€ã³ãã¢ã«ãã¡(Jointoα)ãžã®æè³ã人æ°åãã€ã€ããããšãæŽã¿ãŸãããçç±ãšããŠèããããã®ã¯æ±èšŒã¹ã¿ã³ããŒãåžå Žã«äžå ŽããŠãã穎å¹èç£(8928)ãçŽæ¥éå¶ããŠããããšãèããããŸãã売äž1,000ååã 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