Marketenterprise Co.ltd · TSE:3135
Marketenterprise Co.ltd — Investor Presentation
68 slides from Marketenterprise Co.ltd's investor presentation
Slide 1: Slide 1
Slide 2: Agenda
Agenda 1
Slide 3: Agenda
Agenda 2
Slide 4: MARKET
MARKET ENTERPRISE
Slide 5: 10,904 10,875 0.3% 10,910 0.3% 91.7% 20.8% 95.1% 41 22.0% 291 40 40 4
10,904 10,875 0.3% 10,910 0.3% 655 54 91.7% 68 20.8% 664 32 95.1% 41 22.0% 291 40 40 4
Slide 6: 10,904 10,875 0.0 4,241 3,879 8.5% 3,586 3,825 +6.7% 20.1 1,125 1,401 +24.5 1,802
10,904 10,875 0.0 4,241 3,879 8.5% 3,586 3,825 +6.7% 658 526 20.1 1,125 1,401 +24.5 1,802 1,897 +5.3 655 54 91.7% 5
Slide 7: 5.5pt 0.1pt 24.5pt
10,904 10,875 28 0.3% 6,702 6,580 122 1.8% 696 519 177 25.5% 3,873 3,866 6 0.2% 368 89 +278 655 54 601 91.7% 547 534 12 2.4% 481 231 250 51.9% 390 137 252 64.7% 763 849 85 6.0% 0.5% 5.5pt 8.2% 8.1% 0.1pt 69.1% 44.6% 24.5pt 10.1% 3.6% 6.5pt 6
Slide 8: 3,068 2,530 1,255 1,469 +213 1,283 54 931 23 358 360 +1 313 236
3,068 2,530 538 1,255 1,469 +213 1,283 581 702 404 285 119 954 931 23 358 360 +1 313 236 77 281 334 +53 4,023 3,461 561 370 308 62 1,324 1,026 297 702 473 228 2,397 1,808 589 1,625 1,653 +27 7
Slide 9: geuiill | UMM
geuiill | UMM ELCED EXP MAGAZINE RD oo OUTLET JAPAN MARKET ENTERPRISE WE MOBILE TED E winax powered by UQ WiMAX
Slide 10: 8,000 6,702 6,580 7,000 6,000 1,061 +52.2% 500 5,000 400 4,000 300 3,000 5,819
8,000 700 6,702 6,580 7,000 187 600 169 547 534 6,000 697 1,061 +52.2% 500 5,000 400 4,000 300 3,000 5,819 5,350 8.1% 200 2,000 1,000 100 0 0 2020.6 2021.6 2020.6 2021.6 9
Slide 11: 2,000 1,747 1,747 1,665 1,690 1,471 1,476 +18.8% 1,500 1,000 500 0 2020.6 4
2,000 1,747 1,747 1,665 1,690 1,471 1,476 +18.8% 1,500 1,000 500 0 2020.6 4 2021.6 1 2021.6 2 2021.6 3 2021.6 4 10
Slide 12: 71.6% 231 300 200 200 429 +12.8% 380 100 100 0 0 2020.6 2021.6
800 600 696 700 500 481 600 316 519 400 500 90 71.6% 400 300 231 300 200 200 429 +12.8% 380 100 100 0 0 2020.6 2021.6 2020.6 2021.6 11
Slide 13: 50,000 70,000 63,000 45,000 40,000 60,000 40,000 35,000 50,000 46,000 30,000 40,000 25,000 20,000
50,000 70,000 63,000 45,000 40,000 60,000 40,000 35,000 50,000 46,000 30,000 40,000 25,000 20,000 19,000 30,000 15,000 20,000 10,000 10,000 5,000 0 0 2020.6 2021.6 2020.6 2021.6 12
Slide 14: 5,000 4,500 4,000 3,873 3,866 3,500 55.3 300 3,000 1,784 250 2,500 200 2,000
5,000 450 4,500 400 390 4,000 3,873 3,866 350 3,500 798 55.3 300 3,000 1,784 250 2,500 200 2,000 150 137 1,500 3,068 +46.9 2,089 100 1,000 500 50 0 0 2020.6 2021.6 2020.6 2021.6 13
Slide 15: Agenda
Agenda 14
Slide 16: Agenda
Agenda 15
Slide 17: MARKET
MARKET ENTERPRISE 16
Slide 18: MARKET
MARKET ENTERPRISE 7
Slide 19: 25.0 20.0 18.00 15.00 15.0 12.00 10.0 6.55 .0 4.52 100 3.00 0.96 0.96
25.0 300 20.0 250 18.00 15.00 15.0 200 12.00 10.0 150 6.55 5.0 4.52 100 3.00 0.96 0.96 0.54 -0.07 120 0.0 50 -4.00 48 56 63 84 109 108 120 150 200 220 250 -5.0 0 2016.6 2017.6 2018.6 2019.6 2020.6 2021.6 2022.6 2023.6 2024.6 2025.6 2026.6 18
Slide 20: BCRNSKY RIL
DE ee BCRNSKY RIL Sea) een MAGAZINE LEAK — DE MOBILE —) MARKET ENTERPRISE 19
Slide 21: MCWNSKOhIL
DE ed MCWNSKOhIL DE TRADING © wemaskenan =) Beat) aeene MAGAZINE LEAK =) DE MOBILE MARKET ENTERPRISE 20
Slide 22: MARKET
MARKET ENTERPRISE ==> DE TRADING GRD (> UMM cco te) Rene USED MACHINE MARKET OUTLET JAPAN MAGAZINE EX7-RX" SDISHANGE DE MOBILE 21
Slide 23: MARKET
MARKET ENTERPRISE WE TRADING cS E> UMM cS eon eRe USED MACHINE MARKET OUTLET JAPAN MAGAZINE EX7-RX" SDISHANGE DE MOBILE 22
Slide 24: Agenda
Agenda 23
Slide 25: MARKET
MARKET ENTERPRISE 24
Slide 26: MARKET
DE MARKET ENTERPRISE 25
Slide 27: 7,000 5,871 5,819 6,000 5,582 5,557 5,350 5,000 4,000 3,000 2,000 1,000 0 2017.6
7,000 5,871 5,819 6,000 5,582 5,557 5,350 5,000 4,000 3,000 2,000 1,000 0 2017.6 2018.6 2019.6 2020.6 2021.6 26
Slide 28: 35,000 35,000 30,000 30,000 25,000 23,585 24,169 21,880 19,932 20,000 17,743 15,966 16,517 14,916
35,000 35,000 30,000 30,000 25,000 23,585 24,169 21,880 19,932 20,000 17,743 15,966 16,517 14,916 15,000 13,594 12,590 11,274 11,443 10,000 5,000 0 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2022 2025 27
Slide 29: Db — MARKET
Db — MARKET EE tnterraise 28
Slide 30: MARKET
MARKET ENTERPRISE | Tne osc oIRs MRO Yar, BEAU FLAW EMBHYAT AILS, BmeBome MRNGRBICLY, BOER ARES RR > fs fase pee | > (WIAD! RR, vio.000 j Amazon %e) >. SRE 29
Slide 31: 25.0 20.3 20.0 17.2 17.2 15.0 12.9 10.0 8.8 5.0 0.0 2017.6 018.6 2019.6
25.0 20.3 20.0 17.2 17.2 15.0 12.9 10.0 8.8 5.0 0.0 2017.6 2018.6 2019.6 2020.6 2021.6 30
Slide 32: 600,000 500,000 470,000 480,000 400,000 390,000 350,000 320,000 300,000 200,000 100,000 0 2017.6 2018.6
600,000 500,000 470,000 480,000 400,000 390,000 350,000 320,000 300,000 200,000 100,000 0 2017.6 2018.6 2019.6 2020.6 2021.6 31
Slide 33: 32
32
Slide 34: 33
33
Slide 35: MARKET
MARKET ENTERPRISE 34
Slide 36: MARKET
MARKET ENTERPRISE 35
Slide 37: 36
36
Slide 38: CAGR 20.1%
600,000 CAGR 20.1% 560,000 500,000 470,000 480,000 460,000 400,000 390,000 390,000 350,000 320,000 300,000 200,000 100,000 0 2017.6 2018.6 2019.6 2020.6 2021.6 2022.6 2023.6 2024.6 37
Slide 39: 38
38
Slide 40: 26% 25% 24% 24% 22% 22% 20% 20% 18% 112 50 16% 0 2021.6
26% 250 25% 24% 24% 200 22% 22% 150 20% 20% 189 193 100 161 18% 112 50 16% 0 2021.6 2022.6 2023.6 2024.6 39
Slide 41: CAGR 23.2%
12,000 CAGR 23.2% 10,000 10,000 8,000 7,500 5,871 5,819 6,000 6,000 5,582 5,557 5,350 4,000 2,000 0 2017.6 2018.6 2019.6 2020.6 2021.6 2022.6 2023.6 2024.6 40
Slide 42: 1,200 1,061 1,000 2017.6 18.6 2019.6 2020.6 2021.6 41
1,200 1,061 1,000 800 697 600 415 400 234 200 37 0 2017.6 2018.6 2019.6 2020.6 2021.6 41
Slide 43: 3,000 67.8 67.1 66.2 2,500 2,000 1,500 2,054 1,000 1,757 58 1,363 500 57
69 3,000 67.8 67 67.1 66.2 2,500 66 64 2,000 63 1,500 61 60 2,054 1,000 1,757 58 1,363 500 57 55 0 2010 2015 2020 42
Slide 44: 400,000 346,274 350,000 327,738 331,077 329,320 300,000 291,671 250,000 200,000 150,000 100,000 50,000 0
400,000 346,274 350,000 327,738 331,077 329,320 300,000 291,671 250,000 200,000 150,000 100,000 50,000 0 2016 2017 2018 2019 2020 43
Slide 45: DE Mitiese
DE Mitiese 44
Slide 46: MARKET
MARKET ENTERPRISE 45
Slide 47: 2,800 4,000 2,000 2,000 2,000
2,800 4,000 2,000 2,000 800 2,000 46
Slide 48: 4,000 3,500 3,000 3,000 2,500 2,000 2,000 1,500 1,500 1,061 1,000 697 500 415
4,000 3,500 3,000 3,000 2,500 2,000 2,000 1,500 1,500 1,061 1,000 697 500 415 234 37 0 2017.6 2018.6 2019.6 2020.6 2021.6 2022.6 2023.6 2024.6 47
Slide 49: STEP 3 STEP 2 STEP 1
MARKET ENTERPRISE 48
Slide 50: STEP 3 STEP 2 STEP1-2
STEP 3 STEP 2 STEP1-2 STEP 1 49
Slide 51: MARKET
MARKET ENTERPRISE 50
Slide 52: MARKET
MARKET ENTERPRISE 51
Slide 53: — MARKET
— MARKET ENTERPRISE 52
Slide 54: 53
53
Slide 55: 1,400 1,200 1,200 1,000 0 2021.6 2022.6 2023.6 2024.6 2025.6 2026.6 54
1,400 1,200 1,200 1,000 900 800 745 600 400 305 200 168 159 0 2021.6 2022.6 2023.6 2024.6 2025.6 2026.6 54
Slide 56: RARRRA
4 RARRRA } t i ‘t ‘t Ea PEmosie UMM ieeun lull GMI CHANGE MAGAZINE LAP aa MARKET ENTERPRISE 55
Slide 57: 8.6% +51.7% 71.8%
400 350 300 8.6% 250 200 +51.7% 150 100 71.8% 50 0 56
Slide 58: 57
57
Slide 59: 2021.6 2022.6 2023.6 2024.6 58
900 800 800 700 700 600 600 519 500 400 300 200 100 0 2021.6 2022.6 2023.6 2024.6 58
Slide 60: MARKET
MARKET ENTERPRISE 59
Slide 61: 100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 2021.6 2022.6 2023.6
100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 2021.6 2022.6 2023.6 2024.6 60
Slide 62: 6,000 5,000 4,000 3,000 5,500 5,000 200 4,300 3,866 2,000 150 137 100 1,000
550 6,000 527 500 450 5,000 400 4,000 350 345 300 3,000 250 5,500 5,000 200 4,300 3,866 2,000 150 137 100 1,000 50 33 0 0 2021.6 2022.6 2023.6 2024.6 ( ) ( ) 61
Slide 63: 1,400 1,277 1,225 1,041 1,050 455 350 137 696 750 603 175 318 0
1,400 1,277 1,225 1,041 1,050 527 875 345 636 700 33 33 525 455 350 137 696 750 603 175 318 0 2021.6 2022.6 2023.6 2024.6 62
Slide 64: 10,875 12,000 +10.3 3,879 3,953 +1.9% 3,825 4,353 +6.7% 733 +39.3 1,401 1,694 +20.9
10,875 12,000 +10.3 3,879 3,953 +1.9% 3,825 4,353 +6.7% 526 733 +39.3 1,401 1,694 +20.9 1,897 1,926 +1.5 54 400 63
Slide 65: MARKET
MARKET ENTERPRISE 64
Slide 66: 10,875 12,000 15,000 20,000 122.5% 6,580 7,659 9,804 13,744 127.8% 5,350 6,000 7,500 10,000
10,875 12,000 15,000 20,000 122.5% 6,580 7,659 9,804 13,744 127.8% 5,350 6,000 7,500 10,000 123.2% 1,061 1,500 2,000 3,000 141.4% 169 159 304 744 163.9% 519 600 700 800 115.5% 3,866 4,300 5,000 5,500 112.5% 54 400 300 1,200 280.7% 0.5% -3.3% 2.0% 6.0% 373 203 997 1,950 173.6% 65
Slide 67: ~~ MARKET
~~ MARKET ENTERPRISE
Slide 68: ir@marketenterprise.co.jp
ir@marketenterprise.co.jp