Marketenterprise Co.ltd · TSE:3135

Marketenterprise Co.ltd — Q3 FY2021 Earnings Presentation

36 slides from Marketenterprise Co.ltd's earnings presentation, 2021

  1. Slide 1: Slide 1

  2. Slide 2: Agenda

    Agenda 1

  3. Slide 3: Agenda

    Agenda 2

  4. Slide 4: X SJ

    DE (— X SJ (— >) XN S MARKET ENTERPRISE

  5. Slide 5: Agenda

    Agenda 4

  6. Slide 6: +2.1pt 4.4pt

    7,885 8,119 +233 +3.0% 3,019 2,922 96 3.2% 2,576 2,824 +247 +9.6% 32.7% 34.8% +2.1pt 443 98 344 77.7% 5.6% 1.2% 4.4pt 5

  7. Slide 7: 2,870 2,758 2,491 1,103 32.7% 33.1% 39.0% 163 42 107 5.7% 1.5% -4.3% 6

    2,870 2,758 2,491 1,103 955 864 939 912 972 32.7% 33.1% 39.0% 163 42 107 5.7% 1.5% -4.3% 6

  8. Slide 8: 7,885 8,119 +233 +3.0% 5,229 4,832 7.6% 2.1% ,430 2,949 +519 21.4% 203 82

    7,885 8,119 +233 +3.0% 5,229 4,832 396 7.6% 429 420 9 2.1% 2,430 2,949 +519 21.4% 203 82 443 98 344 77.7% 532 412 120 22.5% 285 201 84 29.3% 188 136 51 27.2% 563 652 90 5.6% 1.2% 4.4% 10.2% 8.5% 1.6% 66.6% 48.1% 18.5% 7.7% 4.6% 3.1% 7

  9. Slide 9: 2,870 2,758 2,491 1,665 1,690 1,476 1,086 9 51 21 9 163 42 107

    2,870 2,758 2,491 1,665 1,690 1,476 169 134 115 1,086 953 909 51 21 9 163 42 107 228 123 61 95 61 44 75 38 22 235 180 236 5.7% 1.5% 4.3% 13.7% 7.3% 4.1% 56.4% 45.4% 38.8% 7.0% 4.0% 2.5% 8

  10. Slide 10: 3,068 2,778 1,255 1,576 +321 1,283 +1 4 952 2 358 371 +12 313

    3,068 2,778 290 1,255 1,576 +321 1,283 595 687 404 405 +1 954 952 2 358 371 +12 313 255 57 281 324 +43 4,023 3,730 292 370 296 73 1,324 1,259 65 702 486 216 2,397 2,043 354 1,625 1,687 +62 9

  11. Slide 11: Agenda

    Agenda 10

  12. Slide 12: 2,576 2,824 9.6% -15.1% 1,116 28.3% 46 434 87 25.4% 902 884 17 -1.9%

    2,576 2,824 247 9.6% 459 390 69 -15.1% 870 1,116 246 28.3% 346 434 87 25.4% 902 884 17 -1.9% 11

  13. Slide 13: +78 +34 +12 +19 +3 +8 4 5 +1 11 0 39 25 +28

    164 242 +78 117 151 +34 109 121 +12 4 23 +19 4 7 +3 11 19 +8 4 5 +1 11 0 39 25 +28 +25 21 28 +7 12

  14. Slide 14: 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 2Q 3Q

    400 350 343 300 250 236 195 211 200 150 129 116 230 100 173 81 148 50 117 65 82 6 35 0 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 2Q 3Q 13

  15. Slide 15: Agenda

    Agenda 14

  16. Slide 16: geuiill | UMM

    geuiill | UMM ELCED EXP MAGAZINE RD oo OUTLET JAPAN MARKET ENTERPRISE WE MOBILE TED E winax powered by UQ WiMAX 15

  17. Slide 17: WORASEY RIL

    WORASEY RIL DE TRADING Remake EWCED DE MARKET ENTERPRISE 16

  18. Slide 18: 2,000 1,666 1,691 1,476 1,500 50 1,000 228 100 1,303 1,343 1,153 500 123

    2,000 250 1,666 1,691 99 88 1,476 200 1,500 264 260 80 243 150 1,000 228 100 1,303 1,343 1,153 500 123 50 61 0 0 2021.6 1Q 2021.6 2Q 2021.6 3Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 17

  19. Slide 19: 140,000 1,400 120,000 1,200 100,000 1,000 80,000 60,000 600 40,000 400 20,000 200 0

    140,000 1,400 120,000 1,200 100,000 1,000 80,000 800 60,000 600 40,000 400 20,000 200 0 0 2020.6 1Q 2020.6 2Q 2020.6 3Q 2020.6 4Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 18

  20. Slide 20: 2,000 1,500 1,000 1,424 1,466 1,481 1,302 1,343 1,109 1,153 500 0 2020.6 1Q

    2,000 1,500 1,000 1,424 1,466 1,481 1,302 1,343 1,109 1,153 500 0 2020.6 1Q 2020.6 2Q 2020.6 3Q 2020.6 4Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 19

  21. Slide 21: 5,000 4,500 4,000 3,500 3,000 2,500 2,000 0 1,500 1,000 50 500 0 0

    5,000 300 4,500 250 4,000 3,500 200 3,000 2,500 150 2,000 100 1,500 1,000 50 500 0 0 2020.6 1Q 2020.6 2Q 2020.6 3Q 2020.6 4Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 20

  22. Slide 22: 2020.6 1Q 2020.6 2Q 2020.6 3Q 2020.6 4Q 2021.6 1Q 2021.6 2Q 2021.6 3Q

    300 250 200 151 138 145 150 161 100 181 187 166 113 122 50 98 52 0 2020.6 1Q 2020.6 2Q 2020.6 3Q 2020.6 4Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 21

  23. Slide 23: 50 0 2019 6 2019 9 2019 12 2020 3 2020 6 2020 9

    400 350 300 250 200 376 385 364 339 351 355 358 150 305 100 50 0 2019 6 2019 9 2019 12 2020 3 2020 6 2020 9 2020 12 2021 3 22

  24. Slide 24: 2021.6 1Q 2021.6 2Q 2021.6 3Q

    60 50 48 41 40 40 19 17 30 17 13 20 10 10 10 16 15 13 0 2021.6 1Q 2021.6 2Q 2021.6 3Q 23

  25. Slide 25: MARKET

    MARKET ENTERPRISE emonm|| UMM GME CHANGE MAGAZINE EXP XR RED oo OUTLET JAPAN 24

  26. Slide 26: 2021.6 1Q 2021.6 2Q 2021.6 3Q 2021.6 1Q 2021.6 2Q 2021.6 3Q

    200 100 169 80 150 51 134 21 115 60 10 100 95 40 118 113 61 50 105 20 44 0 0 2021.6 1Q 2021.6 2Q 2021.6 3Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 25

  27. Slide 27: WE MOBILE

    WE MOBILE MARKET ENTERPRISE 26

  28. Slide 28: 1,200 1,086 1,000 5 400 761 767 768 200 20 38 22 0 0

    1,200 100 1,086 1,000 953 325 909 80 186 141 800 60 600 40 75 400 761 767 768 200 20 38 22 0 0 2021.6 1Q 2021.6 2Q 2021.6 3Q 2021.6 1Q 2021.6 2Q 2021.6 3Q 27

  29. Slide 29: Agenda

    Agenda 28

  30. Slide 30: 19.2% 10,904 13,500 14,500 10,910 +0.1% 24.7% 90.6% 900 68 89.6% 92.4% 94.4% 664

    19.2% 10,904 13,500 14,500 10,910 +0.1% 24.7% 90.6% 655 730 900 68 89.6% 92.4% 94.4% 664 733 903 41 93.8% 95.4% 291 360 450 40 29

  31. Slide 31: 1,000 815※ +115 2021.6 2021.6 30

    1,000 800 223 600 400 815※ 374 200 264 0 +115 68 2021.6 2021.6 30

  32. Slide 32: MARKET

    MARKET ENTERPRISE 31

  33. Slide 33: MARKET

    MARKET ENTERPRISE 32

  34. Slide 34: MARKET

    MARKET ENTERPRISE 33

  35. Slide 35: ir@marketenterprise.co.jp

    ir@marketenterprise.co.jp 34

  36. Slide 36: ~~ MARKET

    ~~ MARKET ENTERPRISE

Market Enterprise — Q3 FY2021 Earnings Presentation on 6ix