Marketenterprise Co.ltd · TSE:3135

Marketenterprise Co.ltd — FY2019 Earnings Presentation

67 slides from Marketenterprise Co.ltd's earnings presentation, 2019

  1. Slide 1: Marketenterprise

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  2. Slide 2: Agenda

    ENTERPRISE.

  3. Slide 3: Agenda

    ENTERPRISE.

  4. Slide 4: MARKET

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  5. Slide 5: MARKET

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  7. Slide 7: MARKET

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  11. Slide 11: RBRARRAA

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  13. Slide 13: 12.5 4.50% 4.14% 4.18% 4.15% 3.97% 3.75% 3.77% 3.72% 3.77% .00% 3.66% 3.66% 12

    12.5 4.50% 4.14% 4.18% 4.15% 3.97% 3.75% 3.77% 3.72% 3.77% 4.00% 3.66% 3.66% 12 3.49% 3.49% 3.54% 3.28% 3.35% 3.32% 3.50% 3.00% 11.5 2.50% 12.22 12.26 2.00% 11 12.04 11.77 1.50% 11.38 11.14 11.14 11.19 11.25 11.1 11.08 1.00% 10.5 10.96 10.77 10.82 10.62 0.50% 10.49 10 0.00% 2003 2004 2005 2006 2007

  14. Slide 14: Agenda

    ENTERPRISE.

  15. Slide 15: 14

    14

  16. Slide 16: 6,333 8,472 +33.8% 4.7 4.8 6.4

    6,333 8,472 +33.8% 96 452 4.7 94 455 4.8 31 203 6.4 15

  17. Slide 17: 20192 20195 8,500 8,472 8,350 8,300 8,200 300 8,065 245 247 8,050 203 200

    20192 20195 8,500 8,472 500 452 455 8,350 8,300 385 387 400 8,200 300 8,065 245 247 8,050 203 200 180 7,900 160 162 115 7,750 100 80 7,700 7,600 0 16

  18. Slide 18: -7 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 17

    500 452 400 300 238 200 84 97 96 100 -7 0 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 17

  19. Slide 19: 1,200 -247 -423 20186 20196 18

    1,200 930 -247 960 97 -423 720 480 452 240 96 0 20186 20196 18

  20. Slide 20: 1,167 +24% +69% +98% +40% 1,829 2,617 +22% 388 556 +43% 465 817 +76%

    939 1,167 +24% 218 368 +69% 315 624 +98% 357 500 +40% 1,829 2,617 +22% 388 556 +43% 465 817 +76% 852 1,373 +61% 976 1,245 +27% 1,829 2,617 43% 19

  21. Slide 21: 5,791 6,359 +10 71.8 5,794 6,557 +13 2,065 3.7 -21 -150 6,333 8,472 +34

    5,791 6,359 +10 3 198 71.8 5,794 6,557 +13 560 2,065 3.7 -21 -150 6,333 8,472 +34 20

  22. Slide 22: Agenda

    ENTERPRISE.

  23. Slide 23: MARKET

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  24. Slide 24: BCWNSKYhIAL

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  25. Slide 25: 6,600 6,400 +10% 6,200 6,000 5,800 6,359 5,600 5,400 5,791 ,200 5,000 2018.6 2019.6

    6,600 6,400 +10% 6,200 6,000 5,800 6,359 5,600 5,400 5,791 5,200 5,000 2018.6 2019.6 24

  26. Slide 26: 増減 +28% +12% +7% +11% +28% +89% -54% -9%

    増減 +28% +12% +7% +11% +28% +89% -54% -9% 25

  27. Slide 27: 32,500 31,500 +7% 30,500 29,500 28,500 27,500 26,500 25,500 2018.6 2019.6 26

    32,500 31,500 +7% 30,500 29,500 28,500 27,500 26,500 25,500 2018.6 2019.6 26

  28. Slide 28: +21% 2018.6 2019.6

    500 +21% 450 400 350 466 386 300 250 2018.6 2019.6 27

  29. Slide 29: 21.2 28.3 38.3 41.5 47.2 2015.6 2016.6 7.6 2018.6 2019.6 28

    20 21.2 25 28.3 30 35 38.3 40 41.5 45 47.2 2015.6 2016.6 2017.6 2018.6 2019.6 28

  30. Slide 30: 83 20186 20189 201812 20193 20196 29

    400 368 350 313 300 291 292 250 234 218 200 150 100 50 0 20183 20186 20189 201812 20193 20196 29

  31. Slide 31: MARKET

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  32. Slide 32: MARKET

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  33. Slide 33: MARKET

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  39. Slide 39: MARKET

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  40. Slide 40: MARKET

    MARKET ENTERPRISE

  41. Slide 41: 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 2018.6 7 8 9 10 11

    16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 2018.6 7 8 9 10 11 12 2019.1 2 3 4 5 6 7 40

  42. Slide 42: MARKET

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  47. Slide 47: MARKET

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  49. Slide 49: 71.8 2018.6 2019.6

    200 198 150 71.8 100 50 3 0 2018.6 2019.6 48

  50. Slide 50: Q1 Q2 Q3 Q4

    2018.6 2019.6 100 100 80 60 56 40 32 20 11 0 0 1 2 0 Q1 Q2 Q3 Q4 49

  51. Slide 51: SIM

    SIM PV 7,000,000 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 2017.7 8 9 10 11 12 2018.1 2 3 4 5 6 7 8 9 10 11 12 2019.1 2 3 4 5 6 50

  52. Slide 52: 中古端末流通量

    中古端末流通量 ・日本：140万台 ・英国：900万台 ・北米：1,300万台 51

  53. Slide 53: MARKET

    MARKET ENTERPRISE

  54. Slide 54: MARKET

    MARKET ENTERPRISE

  55. Slide 55: 2,500 2,000 3.7 1,500 1,000 2,065 2018.6 2019.6

    2,500 2,000 3.7 1,500 1,000 2,065 500 560 0 2018.6 2019.6 54

  56. Slide 56: 1,000 9,000 8,000 7,000 6,000 5,000 500 462 4,000 400 312 333 3,000 300

    1,000 9,000 900 8,000 800 719 7,000 700 6,000 600 551 5,000 500 462 4,000 400 312 333 3,000 300 200 162 2,000 100 73 1,000 14 0 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2018.6 2019.6 55

  57. Slide 57: 35,000 30,000 25,000 20,000 15,000 10,000 5,000 2017.10 12 2018.1 2 3 4 5

    35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 2017.10 11 12 2018.1 2 3 4 5 6 7 8 9 10 11 12 2019.1 2 3 4 5 6

  58. Slide 58: MARKET

    MARKET ENTERPRISE

  59. Slide 59: Agenda

    ENTERPRISE.

  60. Slide 60: 8,472 10,000 +18.0% +32.7% +32.2% +32.5% 59

    8,472 10,000 +18.0% 452 600 +32.7% 455 602 +32.2% 203 270 +32.5% 59

  61. Slide 61: 12,000 10,000 10,000 10,000 8,472 8,000 6,333 6,000 5,631 4,863 3,989 4,000 2,941 1,947

    12,000 10,000 10,000 10,000 8,472 8,000 6,333 6,000 5,631 4,863 3,989 4,000 2,941 1,947 2,000 1,131 288 576 0 2010.6 2011.6 2012.6 2013.6 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 2020.6 60

  62. Slide 62: -7 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 2020.6 61

    600 600 600 500 452 400 300 238 200 84 97 96 100 -7 0 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 2020.6 61

  63. Slide 63: Agenda

    ENTERPRISE.

  64. Slide 64: Q1 Q2 Q3 Q4

    2019.6 30 26 25 20 15 12 10 4 5 5 0 Q1 Q2 Q3 Q4 63

  65. Slide 65: ir@marketenterprise.co.jp

    ir@marketenterprise.co.jp 64

  66. Slide 66: ~~ MARKET

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  67. Slide 67: MARKET

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Marketenterprise — FY2019 Earnings Presentation on 6ix