Marketenterprise Co.ltd · TSE:3135
Marketenterprise Co.ltd — Q1 FY2021 Earnings Presentation
49 slides from Marketenterprise Co.ltd's earnings presentation, 2021
Slide 1: Marketenterprise
DE MARKET ENTERPRISE
Slide 2: Agenda
Agenda 1
Slide 3: Agenda
Agenda 2
Slide 4: Good and Bad summary
MARKET ENTERPRISE Good Bad Good Bad Good Bad
Slide 5: +0.7pt 0.9pt
2,598 2,870 +272 +10.5% 1,003 1,103 +99 +9.9% 832 939 +106 +12.8% 32.0% 32.7% +0.7pt 171 163 7 4.2% 6.6% 5.7% 0.9pt 4
Slide 6: 3,068 2,795 1,255 1,563 +307 1,283 951 2 359 378 19 313 294 19
3,068 2,795 273 1,255 1,563 +307 1,283 702 581 404 400 4 954 951 2 359 378 19 313 294 19 281 278 2 4,023 3,746 276 370 321 49 1,324 1,208 116 702 488 214 2,397 2,017 380 1,625 1,729 +104 5
Slide 7: MARKET
MARKET ENTERPRISE
Slide 8: 0.9pt +3.9pt 15.3pt
2,598 2,870 +272 10.5 1,698 1,665 33 1.9% 141 169 +28 +19.9% 844 1,086 +241 +28.6% 86 51 171 163 7 4.2 166 228 62 +36.9% 101 95 6 5.7% 83 75 8 9.7% 180 235 55 6.6% 5.7% 0.9pt 9.8% 13.7% +3.9pt 71.7% 56.4% 15.3pt 9.9% 7.0% 3.0pt 7
Slide 9: Good and Bad
Good 3 Bad 0 8
Slide 10: Good
Good 10% 8% 7.8% 6.7% 7% 6.5% 6% 4.4% 4% 2% 0% 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 9
Slide 11: Good
Good 250 232 200 189 159 150 150 130 102 109 100 88 63 50 0 2019.6 1Q 2Q 3Q 4Q 2020.6 1Q 2Q 3Q 4Q 2020.6 1Q 10
Slide 12: Good
Good 40,000 35,470 32,000 25,900 23,992 24,000 20,604 16,000 15,439 12,983 9,036 8,000 0 2019.6 3Q 4Q 2020.6 1Q 2Q 3Q 4Q 2020.6 1Q 11
Slide 13: Good and Bad
Good 1 Bad 17 1 12
Slide 14: Bad
Bad 1,400 1,268 1,188 1,120 974 856 874 840 561 560 451 253 290 280 0 2019.6 1Q 2Q 3Q 4Q 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 13
Slide 15: Good
Good 8 6 4 2 0 2019.6 1Q 2Q 3Q 4Q 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 14
Slide 16: 2020.61Q Q 2020.6 1Q 2Q 3Q 2021.61Q
120 96 12 +17 6 M 5 72 48 101 95 24 0 0 0 0 0 0 0 2020.61Q 4Q 2020.6 1Q 2Q 3Q 2021.61Q 15
Slide 17: Good and Bad
Good 1 Bad 1 16
Slide 18: Bad
Bad 20,000 18,579 16,000 12,000 9,246 9,246 8,474 8,000 7,311 6,765 6,557 5,992 5,916 4,000 0 2019.6 1Q 2Q 3Q 4Q 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 17
Slide 19: Good
Good 800 755 668 640 535 480 480 406 320 320 236 172 160 115 0 2019.6 1Q 2Q 3Q 4Q 2020.6 1Q 2Q 3Q 4Q 2021.6 1Q 18
Slide 20: Good and Bad
Good Bad Good Good Good Bad Good Bad Good 19
Slide 21: Agenda
Agenda 20
Slide 22: 10,904 13,500 14,500 +23.8%~+33.0% +11.3%~+37.2% 664 733 903 +10.4%~+36.0% 291 360 450 +23.4%~+54.3% 21
10,904 13,500 14,500 +23.8%~+33.0% 655 730 900 +11.3%~+37.2% 664 733 903 +10.4%~+36.0% 291 360 450 +23.4%~+54.3% 21
Slide 23: Good and Bad
Good Bad Good Good Good Bad Good Bad Good 22
Slide 24: MARKET
MARKET ENTERPRISE 23
Slide 25: MARKET
MARKET ENTERPRISE 24
Slide 26: MARKET
MARKET ENTERPRISE 25
Slide 27: 2007.6 2008.6 2009.6 2010.6 2011.6 2012.6 2013.6 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 2020.6
120 109 96 84 72 63 56 48 48 39 29 24 19 11 1 2 5 0 0 0 2007.6 2008.6 2009.6 2010.6 2011.6 2012.6 2013.6 2014.6 2015.6 2016.6 2017.6 2018.6 2019.6 2020.6 26
Slide 28: MARKET
MARKET ENTERPRISE ~ MARKET ENTERPRISE AY PBVIA-ABR AT AP HR TRADING UMM RASUMERL—-F 477 : HELE 100% teVStLUMM: HHRELERE 90% PHRMA ORMITTRUBARUBAMR - MH ORT BASARORBA ELEY —Tyb7L 1A PRR UMM EES EN ERR DE MOBILE = waco ARRAS MET N40 : BELLS 65% MARKETENTERPRISE VIETNAM CO., LTD.: HH#EEESE 100% WIMAX,
Slide 29: 28
28
Slide 30: iPhone (F723
iPhone (F723 feat! || YMM GIN CHANGE BomnS Ky hah ME TRADING Pcmns KX. a MAGAZINE BOCED OUTLET JAPAN Orane MARKET ENTERPRISE WE MOBILE T= E wimax powered by UQ WiMAX 29
Slide 31: MARKET
MARKET ENTERPRISE wCRNS KZ bad Lael Bat — BERNER hae wcmasroran 7 s OPyZky ce aay sEZ . Fe Brand oe yey: B<CANSKEYbIL BORNE K 7 RIK RCWASKD hah BSBHSKbAL BCwHEKO hIK Bocce! Qi Dy Z| wie AUDIC BCRRS Ry bAL ee Re GEN spon) AS BSRHSKEYRAL BSBHSKVbAL BCRNSKIPIL a rr CUAL oo8h® ER: GEN: i TH Go £8) onms
Slide 32: MARKET
MARKET ENTERPRISE + YAM bEYA— YA-—Atva— HMO AT-Yar EMBHYATLICLS, PMRHCRBICLY. BR=-AWUKIIOF AW Bm BBomee BVERAEEERR co (READ RE | ORE SRE AR Biaa(t- Han A FE KEAUMAORABRRBYATL 31
Slide 33: 32
32
Slide 34: MARKET
MARKET ENTERPRISE ‘a wan ¥ sababrr7—K2o19 Y A een Bit a _# 33
Slide 35: Db — MARKET
Db — MARKET EE tnterraise 34
Slide 36: MARKET
MARKET ENTERPRISE BCRNSKYbIL 35
Slide 37: 36
36
Slide 38: iPhone (F7= iia]
iPhone (F7= 23 iia] GIN CHANGE MAGAZINE L¥PK aaa OUTLET JAPAN MARKET ENTERPRISE 37
Slide 39: 38
38
Slide 40: MARKET
MARKET ENTERPRISE 39
Slide 41: SDGs
MARKET ENTERPRISE SUSTAINABLE (= gs" DEVELOPMENT “ALS HREEASELOOITOBE Drv d—¥SE REGKEML EtRPI ERERHERO 10 APBORES "1 BARITONE 12 KORE BREDAT ERBKEI EBSE PSE ~ d=) 1 SURE i] ROBDE 16 PRERES ‘ a SUSTAINABLE AKOGHRE 55 TATOAR DEVELOPMENT GOALS @ 2030 mi wRBeeLt ATM REM CT 40
Slide 42: WBNS RIR RRB RH
WBNS RIR RRB RH 41
Slide 43: ERED
ERED UMM USED MACHINE MARKET Sensi ine, MARKET ENTERPRISE WE MOBILE TE) E wimax powered by UQ WiMAX 42
Slide 44: MARKET
MARKET ENTERPRISE Bk Bees BRMRLA FEE - ASEH RERRIA Ze £8) © ames De rrainc|| Ger°see) Ja-Az Samarra BRRSINA Le BCRNSRI PIA iPhi wn{= UMM eC] Rae AFAP OUTLET JAPAN EXP-R SIRI CHANGE ENA lm ze DE MOBILE 43
Slide 45: MARKET
MARKET ENTERPRISE Motivation ‘ D) & wk 2S 11 a CX SE 0% 2 2 Team 44
Slide 46: 4,863 5,630 6,333 8,472 10,904 2,646 3,190 3,679 5,039 6,662 2,216 2,440 2,653 3,432
4,863 5,630 6,333 8,472 10,904 2,646 3,190 3,679 5,039 6,662 2,216 2,440 2,653 3,432 4,242 2,119 2,448 2,557 2,980 3,586 96 7 96 452 655 93 4 94 455 664 84 3 94 436 623 49 21 56 265 380 - 2 24 62 89 49 19 31 203 291 9.79 3.80 6.28 39.87 55.90 45
Slide 47: 1,166 1,255 1,283 125 144 158 221 464 367 352 217 367 404 274
744 825 938 1,166 1,255 0 1 57 176 370 114 107 223 504 1,283 125 144 158 221 464 367 352 217 367 404 274 258 381 601 672 91 79 115 78 126 399 404 598 999 1,506 1,318 1,364 1,494 2,117 3,068 167 215 228 333 859 72 60 132 144 358 0 0 25 39 32 1 4 22 109 313 167 215 254 373 891 107 107 202 245 281 567
Slide 48: ir@marketenterprise.co.jp
ir@marketenterprise.co.jp 47
Slide 49: Market Enterprise
~~ MARKET ENTERPRISE