MIRA INFORM REPORT

 

 

Report Date :

13.04.2013

 

IDENTIFICATION DETAILS

 

Name :

GMO INTERNET INC.

 

 

Registered Office :

11F Cerulean Tower, 26-1, Sakuragaoka-cho Shibuya-Ku, 150-8512

 

 

Country :

Japan

 

 

Financials (as on) :

31.12.2012

 

 

Date of Incorporation :

24.05.1991

 

 

Legal Form :

Public Parent

 

 

Line of Business :

Computer System Design and Related Services

 

 

No. of Employees :

2,449

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

Fairly Large

 

Maximum Credit Limit:

USD 12.285 millions

Status :

Good

Payment Behaviour :

Regular

Litigation :

Clear

 

 

NOTES :

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – June 30th, 2012

 

Country Name

Previous Rating

(31.03.2011)

Current Rating

(30.06.2012)

Japan

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

JAPAN - ECONOMIC OVERVIEW

 

In the years following World War II, government-industry cooperation, a strong work ethic, mastery of high technology, and a comparatively small defense allocation (1% of GDP) helped Japan develop a technologically advanced economy. Two notable characteristics of the post-war economy were the close interlocking structures of manufacturers, suppliers, and distributors, known as keiretsu, and the guarantee of lifetime employment for a substantial portion of the urban labor force. Both features are now eroding under the dual pressures of global competition and domestic demographic change. Japan's industrial sector is heavily dependent on imported raw materials and fuels. A tiny agricultural sector is highly subsidized and protected, with crop yields among the highest in the world. Usually self-sufficient in rice, Japan imports about 60% of its food on a caloric basis. Japan maintains one of the world's largest fishing fleets and accounts for nearly 15% of the global catch. For three decades, overall real economic growth had been spectacular - a 10% average in the 1960s, a 5% average in the 1970s, and a 4% average in the 1980s. Growth slowed markedly in the 1990s, averaging just 1.7%, largely because of the after effects of inefficient investment and an asset price bubble in the late 1980s that required a protracted period of time for firms to reduce excess debt, capital, and labor. Measured on a purchasing power parity (PPP) basis that adjusts for price differences, Japan in 2011 stood as the fourth-largest economy in the world after second-place China, which surpassed Japan in 2001, and third-place India, which edged out Japan in 2011. A sharp downturn in business investment and global demand for Japan's exports in late 2008 pushed Japan further into recession. Government stimulus spending helped the economy recover in late 2009 and 2010, but the economy contracted again in 2011 as the massive 9.0 magnitude earthquake in March disrupted manufacturing. Electricity supplies remain tight because Japan has temporarily shut down almost all of its nuclear power plants after the Fukushima Daiichi nuclear reactors were crippled by the earthquake and resulting tsunami. Estimates of the direct costs of the damage - rebuilding homes, factories, and infrastructure - range from $235 billion to $310 billion, and GDP declined almost 0.5% in 2011. Prime Minister Yoshihiko NODA has proposed opening the agricultural and services sectors to greater foreign competition and boosting exports through membership in the US-led Trans-Pacific Partnership trade talks and by pursuing free-trade agreements with the EU and others, but debate continues on restructuring the economy and reining in Japan's huge government debt, which exceeds 200% of GDP. Persistent deflation, reliance on exports to drive growth, and an aging and shrinking population are other major long-term challenges for the economy.

Source : CIA


 

Company name and address Top of Form

Bottom of Form

Top of Form

GMO Internet Inc.                                                                                                     

 

11F

Cerulean Tower, 26-1, Sakuragaoka-cho

 

Shibuya-Ku, 150-8512

Japan

 

 

Tel:

81-3-54562555

Fax:

81-3-54562556

 

www.gmo.jp

 

Employees:

2,449

Company Type:

Public Parent

Corporate Family:

25 Companies

Traded:

Tokyo Stock Exchange:

9449

Incorporation Date:

24-May-1991

Auditor:

Deloitte Touche Tohmatsu LLC

Credit Limit:     USD 12.285 millions

Financials in

 USD (mill)

Fiscal Year End:

31-Dec-2012

Reporting Currency:

Japanese Yen

Annual Sales:

932.1  1

Net Income:

56.6

Total Assets:

3,213.7  2

Market Value:

1,110.6

 

(29-Mar-2013)

                                     

Business Description       

 

GMO internet, Inc. is a Japan-based company engaged in the provision of Internet services. It has five segments. The Web Infrastructure and E-commerce (EC) segment is engaged in various business, including domain acquisition, Web hosting, EC supports, Website construction, Internet security, credit card settlement, access business and others. The Internet Media segment is engaged in the development and operation of Internet advertising media, online search business, Internet advertising sale business, the provision of Internet research system and the management and operation of research monitors. The Internet Securities segment is engaged in the online securities and foreign exchange margin trading business. The Social Smart Phone-related segment develops and operates social application and others. The Incubation segment is engaged in investment and loan business for unlisted companies. On October 29, 2010, it acquired CLICK Securities, Inc. On July 4, 2011, it acquired DigiRock, Inc. For the fiscal year ended 31 December 2012, GMO Internet Inc. revenues increased 21% to Y74.38B. Net income applicable to common stockholders increased 5% to Y4.52B. Revenues reflect Web Infrastructure Business · Ec segment increase of 24% to Y29.7B, Internet Media Business segment increase of 18% to Y24.69B, Internet Securities Business segment increase of 12% to Y16.53B. Dividend per share remained flat at Y12.00.

 

          

Industry                                                                                                                                

 

Industry

Computer Services

ANZSIC 2006:

7000 - Computer System Design and Related Services

NACE 2002:

7240 - Database activities

NAICS 2002:

518111 - Internet Service Providers

UK SIC 2003:

7240 - Database activities

UK SIC 2007:

6311 - Data processing, hosting and related activities

US SIC 1987:

7375 - Information Retrieval Services

                      


Key Executives           

   

 

Name

Title

Masatoshi Kumagai

Chairman, President, Chairman & President of Subsidiaries, Representative Director

Katsumi Arisawa

Director of Group Finance, Director

Kazuhiko Miyazaki

Managing Director, Chief Director of Sales

Teruhiro Arai

Manager of Group Investment Strategy Officer, Director

Toshiaki Horiuchi

Manager of Next-Generation System Research Office, Director

   

Significant Developments                                                                                                           

 

Topic

#*

Most Recent Headline

Date

Regulatory / Company Investigation

1

GMO Internet Inc's Sub-subsidiary Receives Business Improvement Order

12-Oct-2012

Mergers & Acquisitions

1

GMO Internet Inc Announces Result of Takeover Bid Launched by Subsidiary for Shares of FX Prime Corp

13-Sep-2012

General Reorganization

1

GMO Internet Inc to Sell JWord Inc. to GMO AD Partners Inc

18-Feb-2013

Equity Investments

1

GMO Internet Inc Increases Stake in GMO GameCenter

28-Nov-2012

Positive Earnings Pre-Announcement

1

GMO Internet Inc. Raises Consolidated Full-year Forecast for FY 2012; Subsidiary to Launch Takeover Bid for Shares of FX PRIME Corporation

1-Aug-2012

    

Financial Summary    

 

As of 31-Dec-2012

Key Ratios

Company

Industry

Current Ratio (MRQ)

1.12

2.63

Debt to Equity (MRQ)

0.76

0.75

Sales 5 Year Growth

9.94

18.85

Net Profit Margin (TTM) %

8.04

18.27

Return on Assets (TTM) %

2.49

12.59

Return on Equity (TTM) %

22.82

35.77

 

 

  Stock Snapshot                                

 

Traded: Tokyo Stock Exchange: 9449

 

As of 29-Mar-2013

   Financials in: JPY

Recent Price

887.00

 

EPS

48.67

52 Week High

956.00

 

Price/Sales

1.40

52 Week Low

323.00

 

Dividend Rate

13.00

Avg. Volume (mil)

1.53

 

Price/Earnings

14.55

Market Value (mil)

104,494.60

 

Price/Book

4.95

 

 

 

Beta

1.56

 

Price % Change

Rel S&P 500%

4 Week

18.74%

12.96%

13 Week

58.96%

32.09%

52 Week

123.43%

85.22%

Year to Date

58.96%

32.09%

 

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = JPY 79.79749
2 - Balance Sheet Item Exchange Rate: USD 1 = JPY 85.87

 

 

Corporate Overview

 

Location
11F
Cerulean Tower, 26-1, Sakuragaoka-cho
Shibuya-Ku, 150-8512
Japan

 

Tel:

81-3-54562555

Fax:

81-3-54562556

 

www.gmo.jp

Quote Symbol - Exchange

9449 - Tokyo Stock Exchange

Sales JPY(mil):

74,376.0

Assets JPY(mil):

275,960.0

Employees:

2,449

Fiscal Year End:

31-Dec-2012

 

Industry:

Computer Services

Incorporation Date:

24-May-1991

Company Type:

Public Parent

Quoted Status:

Quoted

 

Chairman, President, Chairman & President of Subsidiaries, Representative Director:

Masatoshi Kumagai

 

Industry Codes

 

ANZSIC 2006 Codes:

7000

-

Computer System Design and Related Services

6240

-

Financial Asset Investing

6940

-

Advertising Services

6411

-

Financial Asset Broking Services

 

NACE 2002 Codes:

7240

-

Database activities

6712

-

Security broking and fund management

6523

-

Other financial intermediation not elsewhere classified

7230

-

Data processing

7440

-

Advertising

 

NAICS 2002 Codes:

518111

-

Internet Service Providers

523110

-

Investment Banking and Securities Dealing

518210

-

Data Processing, Hosting, and Related Services

523910

-

Miscellaneous Intermediation

541810

-

Advertising Agencies

 

US SIC 1987:

7375

-

Information Retrieval Services

7374

-

Computer Processing and Data Preparation and Processing Services

7311

-

Advertising Agencies

6211

-

Security Brokers, Dealers, and Flotation Companies

6799

-

Investors, Not Elsewhere Classified

 

UK SIC 2003:

7240

-

Database activities

7230

-

Data processing

6712

-

Security broking and fund management

7440

-

Advertising

6523

-

Other financial intermediation not elsewhere classified

 

UK SIC 2007:

6311

-

Data processing, hosting and related activities

6612

-

Security and commodity contracts brokerage

731

-

Advertising

6499

-

Other financial service activities, except insurance and pension funding, n.e.c.

 

Business Description

GMO internet, Inc. is a Japan-based company engaged in the provision of Internet services. It has five segments. The Web Infrastructure and E-commerce (EC) segment is engaged in various business, including domain acquisition, Web hosting, EC supports, Website construction, Internet security, credit card settlement, access business and others. The Internet Media segment is engaged in the development and operation of Internet advertising media, online search business, Internet advertising sale business, the provision of Internet research system and the management and operation of research monitors. The Internet Securities segment is engaged in the online securities and foreign exchange margin trading business. The Social Smart Phone-related segment develops and operates social application and others. The Incubation segment is engaged in investment and loan business for unlisted companies. On October 29, 2010, it acquired CLICK Securities, Inc. On July 4, 2011, it acquired DigiRock, Inc. For the fiscal year ended 31 December 2012, GMO Internet Inc. revenues increased 21% to Y74.38B. Net income applicable to common stockholders increased 5% to Y4.52B. Revenues reflect Web Infrastructure Business · Ec segment increase of 24% to Y29.7B, Internet Media Business segment increase of 18% to Y24.69B, Internet Securities Business segment increase of 12% to Y16.53B. Dividend per share remained flat at Y12.00.

 

More Business Descriptions

Provision of internet services

 

Internet & Website Services

 

Radio, television, publisher representati

 

Internet Service Providers

 

 

 

 

 

 

Financial Data

Financials in:

JPY(mil)

 

Revenue:

74,376.0

Net Income:

4,520.0

Assets:

275,960.0

Long Term Debt:

15,820.0

 

Total Liabilities:

254,865.0

 

Working Capital:

1.1

 

 

 

Date of Financial Data:

31-Dec-2012

 

1 Year Growth

20.6%

5.4%

34.6%

 

Market Data

Quote Symbol:

9449

Exchange:

Tokyo Stock Exchange

Currency:

JPY

Stock Price:

887.0

Stock Price Date:

03-29-2013

52 Week Price Change %:

123.4

Market Value (mil):

104,494,600.0

 

SEDOL:

6170167

ISIN:

JP3152750000

 

Equity and Dept Distribution:

FY'98 fins. N/A; 8/99, the Co. went public & 1/'98, changed its name from InterQ Inc. 3/00 & 8/00 2-for-1 splits. FY'99 is nonconsol.FY'07 Q3 WAS was estimated and used as O/S. FY'08 1Q&3Q O/S=WAS.

 

 

Subsidiaries

Company

Percentage Owned

Country

GMO Media Inc

 

JAPAN

GMO Research Inc

 

JAPAN

 

 

 

 

Shareholders

 

 

Major Shareholders

Kumagai Masatoshi Office (292%); Masatoshi Kumagai (15.3%)

 

 

 

 

Key Corporate Relationships

Auditor:

Deloitte Touche Tohmatsu LLC

 

Auditor:

Deloitte Touche Tohmatsu LLC

 

 

 

 

 

 

 

 

 


 

Corporate Structure News

 

GMO Internet Inc.
Total Corporate Family Members: 25

 

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

GMO Internet Inc.

Parent

Shibuya-Ku

Japan

Computer Services

932.1

2,449

GMO Cloud KK

Subsidiary

Shibuya-Ku

Japan

Computer Services

117.9

478

paperboy&co Inc

Subsidiary

Shibuya-Ku

Japan

Software and Programming

47.7

194

GMO PAYMENT GATEWAY, INC.

Subsidiary

Shibuya-Ku

Japan

Business Services

59.7

184

GMO Solution Partner, Inc.

Subsidiary

Tokyo

Japan

Retail (Catalog and Mail Order)

 

100

NIKKO Inc.

Subsidiary

Tokyo

Japan

Printing and Publishing

 

100

FX PRIME Corporation

Subsidiary

Shibuya-Ku

Japan

Investment Services

45.9

64

GMO Research, Inc.

Subsidiary

Tokyo

Japan

Business Services

 

60

GlobalSign K.K.

Subsidiary

Tokyo

Japan

Computer Services

 

50

Gmo Globalsign Ltd.

Subsidiary

Maidstone

United Kingdom

Computer Services

7.4

40

GMO SEO TECHNOLOGY, Inc.

Subsidiary

Tokyo

Japan

Retail (Catalog and Mail Order)

 

35

GMO Japan Market Intelligence K.K.

Subsidiary

Tokyo

Japan

Business Services

 

13

GMO Mobile, Inc.

Subsidiary

Tokyo

Japan

Software and Programming

 

10

GMO Registry, Inc.

Subsidiary

Tokyo

Japan

Software and Programming

 

7

Gmo Click Securities,Inc.

Subsidiary

Shibuya-Ku, Tokyo

Japan

Investment Services

195.0

 

Gmo Media,Inc.

Subsidiary

Shibuya-Ku, Tokyo

Japan

Communications Services

33.2

 

CLICK Securities, Inc.

Subsidiary

Tokyo

Japan

Investment Services

 

 

GMO Creators Network, Inc.

Subsidiary

Tokyo

Japan

Computer Services

 

 

GMO MAKESHOP Co. Ltd.

Subsidiary

Tokyo

Japan

Retail (Catalog and Mail Order)

 

 

GMO System Consulting, Inc.

Subsidiary

Tokyo

Japan

Retail (Catalog and Mail Order)

 

 

INTERNET Number Corporation

Subsidiary

Tokyo

Japan

Computer Services

 

 

JWord, Inc.

Subsidiary

Tokyo

Japan

Printing and Publishing

 

 

GMO Media Holdings, Inc.

Subsidiary

Tokyo

Japan

Computer Services

 

 

GMO NetShop Support, Inc.

Subsidiary

Numazu, Shinzyuku

Japan

Computer Services

 

 

GMO Venture Partners, Inc.

Subsidiary

Tokyo

Japan

Investment Services

 

 

 



Executives Report

 

Board of Directors

 

Name

Title

Function

 

Masatoshi Kumagai

 

Chairman, President, Chairman & President of Subsidiaries, Representative Director

Chairman

 

Biography:

Mr. Masatoshi Kumagai has been serving as Chairman of the Board, President and Representative Director of GMO internet Inc., as well as Chairman of the Board of three subsidiaries, GMO HOSTING & SECURITY, INC., paperboy&co. Inc. and GMO AD Partners Inc., as well as Chairman of the Board and President of GMO Payment Gateway, Inc., since December 2011. He is also Representative of the Group of the Company.

 

Age: 49

Mitsuru Aoyama

 

President of Subsidiary, Director

Director/Board Member

 

 

Biography:

Mr. Mitsuru Aoyama has been serving as Director in GMO internet, Inc., as well as President and Representative Director of a subsidiary, GMO CLOUD K.K., since March 2003. He joined GMO CLOUD K.K. in September 1996.

 

Age: 45

 

Teruhiro Arai

 

Manager of Group Investment Strategy Officer, Director

Director/Board Member

 

 

Biography:

Mr. Teruhiro Arai has been serving as Manager of Group Investment Strategy Officer and Director in GMO internet Inc. since March 2005. He was previously Manager of Business Strategy Office in the Company. Mr. Arai used to work for Shin Nihon & Co. He registered as a Certified Public Accountant in December 2010.

 

Age: 39

 

Katsumi Arisawa

 

Director of Group Finance, Director

Director/Board Member

 

 

Biography:

Mr. Katsumi Arisawa has been serving as Director of Group Finance and Director in GMO internet Inc. since January 2009. He is also serving as auditor in a subsidiary, GMO AD Partners Inc. He joined the Company in May 1999. His previous titles include Chief Director of Group Business Strategy, Manager of Business Strategy Office and Manager of Group Business Strategy Office.

 

Age: 38

 

Toshiaki Horiuchi

 

Manager of Next-Generation System Research Office, Director

Director/Board Member

 

 

Biography:

Mr. Toshiaki Horiuchi has been serving as Manager of Next-Generation System Research Office and Director in GMO internet Inc. since March 25, 3011. He joined the Company in March 2008. He used to work for a subsidiary, GMO Media, Inc.

 

Age: 41

 

Tadashi Ito

 

Senior Managing Director, Chief Director of Business

Director/Board Member

 

 

 

Biography:

Mr. Tadashi Ito was named Senior Managing Director and Chief Director of Business in GMO internet Inc. effective March 24, 2013. He joined the Company in October 1997. His previous titles include Chief Senior Director of Group Sales Promotion, Chief Director of OEM Business, President of OEM Company, President of Business Partner Company and Managing Director.

 

Age: 38

 

Kimihiro Kodama

 

Director of Hosting Business in Main Business Unit, Director

Director/Board Member

 

 

Biography:

Mr. Kimihiro Kodama has been serving as Director of Hosting Business in Main Business Unit and Director in GMO internet Inc. since March 25, 2012. Mr. Kodama joined the Company in August 1998 and used to serve as Chief Director of Hosting Business and Chief Director of Access Business in Main IxP Supervision Unit.

 

Age: 39

 

Kazuhiko Miyazaki

 

Managing Director, Chief Director of Sales

Director/Board Member

 

 

Biography:

Mr. Kazuhiko Miyazaki has been serving as Managing Director and Chief Director of Sales in GMO internet Inc., since March 2012. He joined the Company in February 1999. His previous titles include Senior Managing Director, Manager of President's Office, Chief Senior Director of Sales and Chief Senior Director of Media Sales. He also used to serve as President and Representative Director in another company.

 

Age: 41

 

Masahiro Muto

 

Board Member

Director/Board Member

 

Hiroyuki Nishiyama

 

Senior Managing Director

Director/Board Member

 

Biography:

Mr. Hiroyuki Nishiyama has been serving as Senior Managing Director of GMO internet Inc., since March 28, 2007. He is also serving as Director in a subsidiary, paperboy&co.,Inc. His previous titles in the Company include Managing Director and Director. He also used to serve as President, Chairman of the Board and Representative Director in another subsidiary, GMO AD Partners Inc.

 

Age: 48

 

Masamitsu Nomura

 

Manager of Group Internationalization Support Office, Director

Director/Board Member

 

 

Biography:

Mr. Masamitsu Nomura was named Manager of Group Internationalization Support Office and Director in GMO internet Inc. effective March 24, 2013. He is also serving as Independent Director in GMO CLICK Securities, Inc. and GMO CLICK Holdings, Inc., as well as Vice President and Director in another company. He used to work for other companies.

 

Age: 47

 

Kentaro Sato

 

President of Subsidiary, Director

Director/Board Member

 

 

Biography:

Mr. Kentaro Sato has been serving as Director of GMO internet Inc., as well as President and Representative Director of its subsidiary, paperboy&co Inc., since March 2010. He previously served as Vice President and Manager of Business Planning Office of the subsidiary.

 

Age: 31

 

Toshihiko Sugaya

 

Executive Director

Director/Board Member

 

 

Biography:

Mr. Toshihiko Sugaya has been serving as Executive Director of GMO internet Inc. since February 2007. He is also in charge of Group Human Resources and General Affairs in the Company. He joined the Company in January 2000 and previously served as Chief Director of General Affairs and Chief Director of Group General Affairs in the Company.

 

Age: 43

 

Koichi Tachibana

 

Board Member

Director/Board Member

 

Shintaro Takahashi

 

Managing Director, President of Subsidiary

Director/Board Member

 

Biography:

Mr. Shintaro Takahashi was named Managing Director in GMO internet Inc., as well as President and Representative Director in a subsidiary, GMO AD Partners Inc., effective March 24, 2013. He used to serve as Chief Director of Sales and Director of the subsidiary.

 

Age: 48

 

Education:

Kansai University

 

Hirofumi Yamashita

 

Managing Director, Chief Director of System

Director/Board Member

 

 

Biography:

Mr. Hirofumi Yamashita has been serving as Managing Director and Chief Director of System in GMO internet, Inc. since March 25, 2011. He is also Director in two subsidiaries, GMO Payment Gateway, Inc. and GMO CLICK Securities, Inc. He joined the Company in April 2007 and previously served as Manager of Group system Support Office. He used to work for IBM. Mr. Yamashita obtained his Bachelor's degree in Economics from Keio University.

 

Age: 49

 

Education:

Keio University, B (Economics)

 

Masashi Yasuda

 

Senior Managing Director, , Director of Group Public Relations & IR

Director/Board Member

 

 

Biography:

Mr. Masashi Yasuda has been serving as Senior Managing Director and Director of Group Public Relations & IR of GMO internet Inc. since August 1, 2012. Mr. Yasuda is also serving as a Director of three subsidiaries, GMO AD Partners, Inc., GMO CLOUD K.K. and GMO CLICK Securities, Inc. as well as an auditor of two other subsidiaries, GMO Payment Gateway, Inc. and paperboy&co.,Inc. He joined the Company in April 2000. His previous titles include Manager of Business Strategy Office and Managing Director. Mr. Yasuda registered as a Certified Public Accountant in April 2000.

 

Age: 41

 

 

Executives

 

Name

Title

Function

 

Masatoshi Kumagai

 

Chairman, President, Chairman & President of Subsidiaries, Representative Director

President

 

Biography:

Mr. Masatoshi Kumagai has been serving as Chairman of the Board, President and Representative Director of GMO internet Inc., as well as Chairman of the Board of three subsidiaries, GMO HOSTING & SECURITY, INC., paperboy&co. Inc. and GMO AD Partners Inc., as well as Chairman of the Board and President of GMO Payment Gateway, Inc., since December 2011. He is also Representative of the Group of the Company.

 

Age: 49

Mitsuru Aoyama

 

President of Subsidiary, Director

Division Head Executive

 

 

Biography:

Mr. Mitsuru Aoyama has been serving as Director in GMO internet, Inc., as well as President and Representative Director of a subsidiary, GMO CLOUD K.K., since March 2003. He joined GMO CLOUD K.K. in September 1996.

 

Age: 45

 

Teruhiro Arai

 

Manager of Group Investment Strategy Officer, Director

Division Head Executive

 

 

Biography:

Mr. Teruhiro Arai has been serving as Manager of Group Investment Strategy Officer and Director in GMO internet Inc. since March 2005. He was previously Manager of Business Strategy Office in the Company. Mr. Arai used to work for Shin Nihon & Co. He registered as a Certified Public Accountant in December 2010.

 

Age: 39

 

Kentaro Sato

 

President of Subsidiary, Director

Division Head Executive

 

 

Biography:

Mr. Kentaro Sato has been serving as Director of GMO internet Inc., as well as President and Representative Director of its subsidiary, paperboy&co Inc., since March 2010. He previously served as Vice President and Manager of Business Planning Office of the subsidiary.

 

Age: 31

 

Tadashi Ito

 

Senior Managing Director, Chief Director of Business

Managing Director

 

 

Biography:

Mr. Tadashi Ito was named Senior Managing Director and Chief Director of Business in GMO internet Inc. effective March 24, 2013. He joined the Company in October 1997. His previous titles include Chief Senior Director of Group Sales Promotion, Chief Director of OEM Business, President of OEM Company, President of Business Partner Company and Managing Director.

 

Age: 38

 

Kazuhiko Miyazaki

 

Managing Director, Chief Director of Sales

Managing Director

 

 

Biography:

Mr. Kazuhiko Miyazaki has been serving as Managing Director and Chief Director of Sales in GMO internet Inc., since March 2012. He joined the Company in February 1999. His previous titles include Senior Managing Director, Manager of President's Office, Chief Senior Director of Sales and Chief Senior Director of Media Sales. He also used to serve as President and Representative Director in another company.

 

Age: 41

 

Hiroyuki Nishiyama

 

Senior Managing Director

Managing Director

 

 

Biography:

Mr. Hiroyuki Nishiyama has been serving as Senior Managing Director of GMO internet Inc., since March 28, 2007. He is also serving as Director in a subsidiary, paperboy&co.,Inc. His previous titles in the Company include Managing Director and Director. He also used to serve as President, Chairman of the Board and Representative Director in another subsidiary, GMO AD Partners Inc.

 

Age: 48

 

Shintaro Takahashi

 

Managing Director, President of Subsidiary

Managing Director

 

 

Biography:

Mr. Shintaro Takahashi was named Managing Director in GMO internet Inc., as well as President and Representative Director in a subsidiary, GMO AD Partners Inc., effective March 24, 2013. He used to serve as Chief Director of Sales and Director of the subsidiary.

 

Age: 48

 

Education:

Kansai University

 

Hirofumi Yamashita

 

Managing Director, Chief Director of System

Managing Director

 

 

Biography:

Mr. Hirofumi Yamashita has been serving as Managing Director and Chief Director of System in GMO internet, Inc. since March 25, 2011. He is also Director in two subsidiaries, GMO Payment Gateway, Inc. and GMO CLICK Securities, Inc. He joined the Company in April 2007 and previously served as Manager of Group system Support Office. He used to work for IBM. Mr. Yamashita obtained his Bachelor's degree in Economics from Keio University.

 

Age: 49

 

Education:

Keio University, B (Economics)

 

Masashi Yasuda

 

Senior Managing Director, , Director of Group Public Relations & IR

Managing Director

 

 

Biography:

Mr. Masashi Yasuda has been serving as Senior Managing Director and Director of Group Public Relations & IR of GMO internet Inc. since August 1, 2012. Mr. Yasuda is also serving as a Director of three subsidiaries, GMO AD Partners, Inc., GMO CLOUD K.K. and GMO CLICK Securities, Inc. as well as an auditor of two other subsidiaries, GMO Payment Gateway, Inc. and paperboy&co.,Inc. He joined the Company in April 2000. His previous titles include Manager of Business Strategy Office and Managing Director. Mr. Yasuda registered as a Certified Public Accountant in April 2000.

 

Age: 41

 

Katsumi Arisawa

 

Director of Group Finance, Director

Finance Executive

 

 

Biography:

Mr. Katsumi Arisawa has been serving as Director of Group Finance and Director in GMO internet Inc. since January 2009. He is also serving as auditor in a subsidiary, GMO AD Partners Inc. He joined the Company in May 1999. His previous titles include Chief Director of Group Business Strategy, Manager of Business Strategy Office and Manager of Group Business Strategy Office.

 

Age: 38

 

Takashi Gunjikake

 

Auditor

Accounting Executive

 

Masakazu Iwakura

 

Auditor

Accounting Executive

 

Keigo Ogura

 

Auditor

Accounting Executive

 

Toshiaki Horiuchi

 

Manager of Next-Generation System Research Office, Director

Research & Development Executive

 

Biography:

Mr. Toshiaki Horiuchi has been serving as Manager of Next-Generation System Research Office and Director in GMO internet Inc. since March 25, 3011. He joined the Company in March 2008. He used to work for a subsidiary, GMO Media, Inc.

 

Age: 41

 

 

 Significant Developments

 

 

 

 

GMO Internet Inc to Sell JWord Inc. to GMO AD Partners Inc

Feb 18, 2013


GMO Internet Inc announced that it has decided to sell 13,954 shares of its subsidiary JWord Inc., for JPY 1,422,987,058 in total to its another subsidiary GMO AD Partners Inc, effective March 5, 2013. As a result, GMO Internet will hold no stake in JWord, down from 72.4%.

GMO Internet Inc to Issue Year-end Dividend for FY 2012

Feb 06, 2013


GMO Internet Inc announced that it has decided to issue a year-end dividend payment of JPY 4 per share (JPY 471 million in total), above its latest dividend forecast of JPY 3 per share announced on February 8, 2012, to all its shareholders as a record of December 31, 2012. The dividend will be paid on March 11, 2013.

GMO Internet Inc Increases Stake in GMO GameCenter

Nov 28, 2012


Acrodea Inc announced that its stake in GMO GameCenter has decreased from a 18.33% stake to a 14.93% stake due to issuance of new shares through private placement by GMO GameCenter, while GMO Internet Inc's stake has increased from an 81.67% stake to an 85.07% stake. GMO GameCenter is engaged in the smartphone game platform business.

GMO Internet Inc's Sub-subsidiary Receives Business Improvement Order

Oct 12, 2012


GMO Internet Inc announced that its sub-subsidiary GMO CLICK Securities, Inc. has received a business improvement order from the Kanto Finance Bureau, in accordance with Financial Instruments and Exchange Act regarding insufficient management of organization, on October 12, 2012. The sub-subsidiary is required to submit improvement plan and arrange system risk management trainings for employees.

GMO Internet Inc Announces Result of Takeover Bid Launched by Subsidiary for Shares of FX Prime Corp

Sep 13, 2012


GMO Internet Inc announced that its subsidiary GMO CLICK Holdings, Inc has acquired 6,311,501 shares or 63,115 voting rights (a 77.92% stake) of FX Prime Corp, at the price of JPY 2,587 million in total, through takeover bid during the period from August 2, 2012 to September 12, 2012. The payment will be conducted on September 20, 2012. As a result, FX Prime Corp will become a sub-subsidiary of GMO Internet Inc, effective September 20, 2012.

GMO Internet Inc. Raises Consolidated Full-year Forecast for FY 2012; Subsidiary to Launch Takeover Bid for Shares of FX PRIME Corporation

Aug 01, 2012


GMO Internet Inc. announced that it has raised the consolidated full-year forecast for revenue from JPY 64,000 million to JPY 68,000 million, operating profit from JPY 8,400 million to JPY 9,000 million, ordinary profit from JPY 8,200 million to JPY 8,900 million, net profit from JPY 4,300 million to JPY 4,400 million and earning per share from JPY 36.50 to JPY 37.34 for the fiscal year ending December 31, 2012. GMO Internet Inc. raised the consolidated full-year forecast due to favorable business performance. GMO Internet Inc.'s subsidiary, GMO CLICK Holdings, Inc., has decided to launch a takeover bid for 8,099,910 shares (at least 4,568,500 shares) of FX PRIME Corporation, at the price of JPY 410 per share, during the period from August 2, 2012 to September 12, 2012. The payment will be conducted on September 20, 2012. If GMO CLICK Holdings acquires 8,099,910 shares of FX PRIME Corporation, it will hold a 100% stake in FX PRIME Corporation.

 

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

  Financial Glossary

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2012

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

79.797487

79.698224

87.789317

93.619712

103.395546

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

932.1

774.1

506.7

408.0

360.2

Revenue

932.1

774.1

506.7

408.0

360.2

Total Revenue

932.1

774.1

506.7

408.0

360.2

 

 

 

 

 

 

    Cost of Revenue

387.4

304.7

225.2

185.1

176.0

Cost of Revenue, Total

387.4

304.7

225.2

185.1

176.0

Gross Profit

544.6

469.3

281.5

222.9

184.2

 

 

 

 

 

 

    Selling/General/Administrative Expense

238.5

203.8

112.5

88.3

74.0

    Labor & Related Expense

120.5

104.1

75.1

62.9

47.3

    Advertising Expense

37.2

38.0

14.9

8.4

9.6

Total Selling/General/Administrative Expenses

396.1

345.8

202.4

159.7

130.9

Research & Development

-

0.0

0.1

0.4

0.4

    Depreciation

17.6

13.6

6.6

4.0

3.8

    Amortization of Acquisition Costs

16.2

15.5

7.1

9.2

9.1

Depreciation/Amortization

33.8

29.1

13.7

13.2

12.9

    Impairment-Assets Held for Use

3.4

4.9

2.8

17.2

7.2

    Impairment-Assets Held for Sale

0.2

0.8

0.6

0.2

0.7

    Other Unusual Expense (Income)

-3.1

7.7

-0.9

-5.2

-1.0

Unusual Expense (Income)

0.4

13.3

2.5

12.3

6.9

    Other Operating Expense

0.0

-

-

-

-

Other Operating Expenses, Total

0.0

-

-

-

-

Total Operating Expense

817.8

692.9

444.0

370.6

327.1

 

 

 

 

 

 

Operating Income

114.2

81.1

62.7

37.4

33.1

 

 

 

 

 

 

        Interest Expense - Non-Operating

-4.1

-3.6

-2.4

-2.8

-3.0

    Interest Expense, Net Non-Operating

-4.1

-3.6

-2.4

-2.8

-3.0

        Interest Income - Non-Operating

0.1

0.1

0.3

2.9

3.3

        Investment Income - Non-Operating

5.7

-1.2

2.7

1.1

0.7

    Interest/Investment Income - Non-Operating

5.7

-1.2

3.1

4.1

3.9

Interest Income (Expense) - Net Non-Operating Total

1.6

-4.8

0.7

1.3

0.9

Gain (Loss) on Sale of Assets

1.9

0.7

0.0

-0.5

1.0

    Other Non-Operating Income (Expense)

0.7

-1.5

-0.8

0.5

-0.7

Other, Net

0.7

-1.5

-0.8

0.5

-0.7

Income Before Tax

118.4

75.5

62.6

38.7

34.4

 

 

 

 

 

 

Total Income Tax

43.4

10.3

22.4

15.3

10.7

Income After Tax

75.0

65.2

40.2

23.4

23.7

 

 

 

 

 

 

    Minority Interest

-18.3

-11.4

-15.1

-8.9

-3.3

Net Income Before Extraord Items

56.6

53.8

25.2

14.5

20.4

Net Income

56.6

53.8

25.2

14.5

20.4

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

0.0

0.0

0.0

0.0

0.0

Total Adjustments to Net Income

0.0

0.0

0.0

0.0

0.0

Income Available to Common Excl Extraord Items

56.6

53.8

25.2

14.5

20.4

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

56.6

53.8

25.2

14.5

20.4

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

117.8

113.5

100.0

100.3

100.5

Basic EPS Excl Extraord Items

0.48

0.47

0.25

0.14

0.20

Basic/Primary EPS Incl Extraord Items

0.48

0.47

0.25

0.14

0.20

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

56.6

53.8

25.2

14.5

20.4

Diluted Weighted Average Shares

117.9

113.5

100.0

100.3

100.5

Diluted EPS Excl Extraord Items

0.48

0.47

0.25

0.14

0.20

Diluted EPS Incl Extraord Items

0.48

0.47

0.25

0.14

0.20

Dividends per Share - Common Stock Primary Issue

0.15

0.15

0.08

0.06

0.07

Gross Dividends - Common Stock

17.7

17.7

8.0

6.4

6.8

Interest Expense, Supplemental

4.1

3.6

2.4

2.8

3.0

Depreciation, Supplemental

38.3

27.5

14.9

9.7

7.8

Total Special Items

14.7

28.1

9.6

22.0

16.2

Normalized Income Before Tax

133.1

103.6

72.2

60.7

50.6

 

 

 

 

 

 

Effect of Special Items on Income Taxes

-0.5

1.7

0.9

5.1

1.8

Inc Tax Ex Impact of Sp Items

42.9

12.1

23.3

20.4

12.5

Normalized Income After Tax

90.2

91.6

49.0

40.3

38.1

 

 

 

 

 

 

Normalized Inc. Avail to Com.

71.9

80.1

33.9

31.4

34.8

 

 

 

 

 

 

Basic Normalized EPS

0.61

0.71

0.34

0.31

0.35

Diluted Normalized EPS

0.61

0.71

0.34

0.31

0.35

Amort of Acquisition Costs, Supplemental

16.2

15.5

7.1

9.2

10.3

Advertising Expense, Supplemental

37.2

38.0

14.9

8.4

9.6

Research & Development Exp, Supplemental

-

0.0

0.1

0.4

0.4

Reported Operating Profit

114.7

94.4

65.2

49.7

40.1

Reported Ordinary Profit

115.0

88.0

65.4

51.2

39.0

Normalized EBIT

114.7

94.4

65.3

49.7

40.1

Normalized EBITDA

169.1

137.4

87.3

68.6

58.1

    Current Tax - Total

40.0

-

-

-

-

Current Tax - Total

40.0

-

-

-

-

    Deferred Tax - Total

3.5

-

-

-

-

Deferred Tax - Total

3.5

-

-

-

-

Income Tax - Total

43.4

-

-

-

-

Interest Cost - Domestic

-

-

0.0

0.0

0.0

Service Cost - Domestic

-

-

0.0

0.0

0.0

Expected Return on Assets - Domestic

-

-

0.0

0.0

0.0

Actuarial Gains and Losses - Domestic

-

-

0.0

0.0

0.0

Domestic Pension Plan Expense

-

-

0.0

0.0

0.0

Total Pension Expense

-

-

0.0

0.0

0.0

Total Plan Interest Cost

-

-

0.0

0.0

0.0

Total Plan Service Cost

-

-

0.0

0.0

0.0

Total Plan Expected Return

-

-

0.0

0.0

0.0

 

 



 

Annual Balance Sheet

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

UpdateType/Date

Updated Normal
31-Dec-2012

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

85.870003

76.94

81.105

93.095

90.65

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

532.4

471.5

343.6

224.4

204.2

    Short Term Investments

7.7

12.0

8.1

17.4

9.8

Cash and Short Term Investments

540.1

483.5

351.7

241.8

214.0

        Accounts Receivable - Trade, Gross

74.9

73.6

60.5

50.3

50.1

        Provision for Doubtful Accounts

-5.0

-7.4

-4.5

-3.7

-3.3

    Trade Accounts Receivable - Net

69.9

66.3

56.0

46.6

46.7

    Other Receivables

-

-

0.0

0.0

0.1

Total Receivables, Net

69.9

66.3

56.0

46.7

46.8

    Inventories - Finished Goods

-

-

-

0.1

-

    Inventories - Work In Progress

-

-

-

0.1

-

    Inventories - Raw Materials

-

-

-

0.2

-

    Inventories - Other

-

-

-

0.0

-

Total Inventory

-

-

0.0

0.4

0.5

    Deferred Income Tax - Current Asset

21.1

20.1

10.0

8.5

8.4

    Other Current Assets

2,332.0

1,851.0

1,435.1

11.4

13.2

Other Current Assets, Total

2,353.2

1,871.0

1,445.1

19.9

21.6

Total Current Assets

2,963.2

2,420.8

1,852.8

308.7

282.9

 

 

 

 

 

 

    Accumulated Depreciation

-

-

-

-0.1

-

Property/Plant/Equipment - Net

31.2

56.4

31.5

7.3

6.3

Goodwill, Net

41.4

60.6

50.2

12.8

22.6

Intangibles, Net

102.9

38.4

32.4

22.9

22.9

    LT Investment - Affiliate Companies

-

5.0

10.5

-

-

    LT Investments - Other

17.9

14.2

5.7

43.2

62.0

Long Term Investments

17.9

19.2

16.2

43.2

62.0

Note Receivable - Long Term

-

-

0.0

60.8

61.6

    Deferred Income Tax - Long Term Asset

36.8

47.0

28.8

23.3

23.9

    Other Long Term Assets

20.3

22.6

28.1

-39.4

-43.5

Other Long Term Assets, Total

57.2

69.6

56.9

-16.1

-19.7

Total Assets

3,213.7

2,665.0

2,040.1

439.6

438.5

 

 

 

 

 

 

Accounts Payable

26.6

23.9

20.1

14.7

17.0

Accrued Expenses

6.5

9.2

5.9

2.5

1.5

Notes Payable/Short Term Debt

43.1

73.1

134.3

11.8

8.8

Current Portion - Long Term Debt/Capital Leases

59.3

33.6

48.3

16.2

26.5

    Customer Advances

40.5

42.2

36.1

26.3

26.4

    Security Deposits

283.7

234.1

181.0

61.6

43.4

    Income Taxes Payable

17.1

13.5

14.4

8.7

8.5

    Other Payables

71.5

48.1

43.0

23.1

21.2

    Other Current Liabilities

2,106.1

1,654.4

1,221.0

10.6

9.6

Other Current liabilities, Total

2,518.9

1,992.3

1,495.5

130.2

109.0

Total Current Liabilities

2,654.4

2,132.1

1,704.1

175.3

162.8

 

 

 

 

 

 

    Long Term Debt

144.4

145.4

42.0

103.2

121.4

    Capital Lease Obligations

39.8

27.4

0.0

3.0

0.0

Total Long Term Debt

184.2

172.8

42.0

106.2

121.4

Total Debt

286.6

279.5

224.6

134.2

156.7

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

0.3

0.6

0.2

0.1

0.0

Deferred Income Tax

0.3

0.6

0.2

0.1

0.0

Minority Interest

108.6

99.0

158.3

76.2

72.9

    Reserves

9.6

8.5

5.6

0.0

-

    Pension Benefits - Underfunded

-

-

0.0

0.0

0.1

    Other Long Term Liabilities

10.9

11.6

24.4

6.1

6.8

Other Liabilities, Total

20.6

20.1

29.9

6.1

6.9

Total Liabilities

2,968.0

2,424.5

1,934.6

363.8

364.0

 

 

 

 

 

 

    Common Stock

34.9

26.0

15.7

13.7

14.1

Common Stock

34.9

26.0

15.7

13.7

14.1

Additional Paid-In Capital

68.2

89.2

0.2

0.1

0.0

Retained Earnings (Accumulated Deficit)

145.7

125.4

91.4

63.3

62.2

Treasury Stock - Common

0.0

0.0

0.0

0.0

0.0

Unrealized Gain (Loss)

-2.3

1.9

-0.3

-0.2

-0.2

    Translation Adjustment

-0.2

-2.0

-1.3

-1.2

-1.4

    Other Equity

0.0

-

-

-

-

    Other Comprehensive Income

-0.6

0.0

-0.2

0.1

-0.1

Other Equity, Total

-0.9

-2.0

-1.6

-1.1

-1.5

Total Equity

245.7

240.5

105.5

75.8

74.6

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

3,213.7

2,665.0

2,040.1

439.6

438.5

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

117.8

117.8

100.0

100.0

100.5

Total Common Shares Outstanding

117.8

117.8

100.0

100.0

100.5

Treasury Shares - Common Stock Primary Issue

0.0

0.0

0.0

0.0

0.0

Employees

2,449

1,984

1,740

1,458

1,484

Number of Common Shareholders

33,263

31,941

21,638

22,338

22,686

Deferred Revenue - Current

40.5

42.2

36.1

26.3

26.4

Total Long Term Debt, Supplemental

203.7

179.0

90.3

118.2

147.8

Long Term Debt Maturing within 1 Year

59.3

33.6

48.3

15.1

26.5

Long Term Debt Maturing in Year 2

33.0

49.8

13.1

41.4

15.4

Long Term Debt Maturing in Year 3

32.5

20.4

28.4

10.7

42.5

Long Term Debt Maturing in Year 4

29.5

19.8

0.5

51.0

11.0

Long Term Debt Maturing in Year 5

24.8

55.5

0.0

0.0

52.4

Long Term Debt Maturing in 2-3 Years

65.6

70.1

41.5

52.1

57.9

Long Term Debt Maturing in 4-5 Years

54.3

75.3

0.5

51.0

63.4

Long Term Debt Matur. in Year 6 & Beyond

24.5

0.0

0.0

0.0

0.0

Total Capital Leases, Supplemental

39.8

27.4

19.2

4.1

-

Capital Lease Payments Due in Year 1

8.0

4.6

5.3

1.1

-

Capital Lease Payments Due in Year 2

8.0

4.6

5.2

1.1

-

Capital Lease Payments Due in Year 3

12.4

6.9

4.8

1.0

-

Capital Lease Payments Due in Year 4

7.9

5.5

3.0

0.7

-

Capital Lease Payments Due in Year 5

2.9

4.0

0.9

0.2

-

Capital Lease Payments Due in 2-3 Years

20.4

11.5

10.0

2.0

-

Capital Lease Payments Due in 4-5 Years

10.8

9.4

3.9

0.9

-

Cap. Lease Pymts. Due in Year 6 & Beyond

0.7

1.9

-

0.0

-

Pension Obligation - Domestic

-

-

0.0

0.0

0.1

Plan Assets - Domestic

-

-

0.0

0.0

0.0

Funded Status - Domestic

-

-

0.0

0.0

-0.1

Total Funded Status

-

-

0.0

0.0

-0.1

Accrued Liabilities - Domestic

-

-

0.0

0.0

-0.1

Other Assets, Net - Domestic

-

-

0.0

0.0

0.0

Net Assets Recognized on Balance Sheet

-

-

0.0

0.0

-0.1

Total Plan Obligations

-

-

0.0

0.0

0.1

Total Plan Assets

-

-

0.0

0.0

0.0

 




 

Annual Cash Flows

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2012

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

79.797487

79.698224

87.789317

93.619712

103.395546

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

118.4

75.5

62.6

38.7

34.4

    Depreciation

38.3

27.5

14.9

9.7

7.8

Depreciation/Depletion

38.3

27.5

14.9

9.7

7.8

    Amortization of Acquisition Costs

16.2

15.5

7.1

9.2

10.3

Amortization

16.2

15.5

7.1

9.2

10.3

    Unusual Items

-0.2

5.5

3.8

17.0

5.6

    Other Non-Cash Items

3.1

6.1

-54.1

-5.6

-1.2

Non-Cash Items

2.9

11.6

-50.3

11.4

4.4

    Accounts Receivable

-5.6

-5.4

-1.5

0.1

0.5

    Inventories

-

-

-

0.0

0.0

    Other Assets

102.6

-96.7

-106.8

-0.5

-1.5

    Accounts Payable

29.2

-0.9

2.5

-2.7

-2.4

    Accrued Expenses

-1.9

2.8

1.4

0.9

0.4

    Other Liabilities

-54.7

225.1

114.3

19.2

8.6

    Other Operating Cash Flow

-73.0

-99.8

28.2

-9.6

-14.0

Changes in Working Capital

-3.4

25.1

38.2

7.4

-8.3

Cash from Operating Activities

172.4

155.3

72.5

76.5

48.4

 

 

 

 

 

 

    Purchase of Fixed Assets

-17.3

-9.1

-5.2

-2.9

-2.2

    Purchase/Acquisition of Intangibles

-23.6

-11.3

-6.4

-5.4

-10.6

Capital Expenditures

-40.9

-20.5

-11.5

-8.3

-12.7

    Acquisition of Business

8.6

-0.9

85.4

0.2

-5.4

    Sale of Business

-

-

-

0.0

1.0

    Sale of Fixed Assets

0.0

0.5

0.0

0.0

0.0

    Sale/Maturity of Investment

7.4

0.2

15.6

2.5

10.0

    Investment, Net

-

0.0

30.1

0.0

-

    Purchase of Investments

-13.3

-56.9

-22.5

-10.0

-4.8

    Sale of Intangible Assets

0.0

0.8

0.7

0.0

0.0

    Other Investing Cash Flow

-0.6

1.3

1.5

0.4

-4.2

Other Investing Cash Flow Items, Total

2.1

-54.9

110.9

-6.8

-3.3

Cash from Investing Activities

-38.8

-75.4

99.4

-15.1

-16.0

 

 

 

 

 

 

    Other Financing Cash Flow

-7.0

-7.9

-5.1

-2.8

-2.8

Financing Cash Flow Items

-7.0

-7.9

-5.1

-2.8

-2.8

    Cash Dividends Paid - Common

-20.7

-16.1

-6.8

-9.6

0.0

Total Cash Dividends Paid

-20.7

-16.1

-6.8

-9.6

0.0

        Sale/Issuance of Common

-

-

-

-

0.0

    Common Stock, Net

-

-

0.0

-2.1

0.0

Issuance (Retirement) of Stock, Net

-

-

0.0

-2.1

0.0

        Short Term Debt Issued

676.7

872.9

221.0

59.8

184.7

        Short Term Debt Reduction

-700.8

-939.0

-254.4

-56.7

-293.3

    Short Term Debt, Net

-24.1

-66.1

-33.5

3.1

-108.6

        Long Term Debt Issued

80.8

133.3

2.4

0.0

128.1

        Long Term Debt Reduction

-50.0

-60.3

-47.6

-26.1

-56.9

    Long Term Debt, Net

30.8

73.0

-45.3

-26.1

71.3

Issuance (Retirement) of Debt, Net

6.7

6.9

-78.7

-23.0

-37.3

Cash from Financing Activities

-21.0

-17.1

-90.5

-37.6

-40.1

 

 

 

 

 

 

Foreign Exchange Effects

2.1

-0.9

-1.2

0.1

-0.6

Net Change in Cash

114.7

61.9

80.1

23.9

-8.2

 

 

 

 

 

 

Net Cash - Beginning Balance

410.3

348.9

236.6

197.4

186.7

Net Cash - Ending Balance

525.1

410.8

316.8

221.4

178.5

Cash Interest Paid

4.1

3.6

2.4

2.8

3.1

Cash Taxes Paid

28.9

47.2

29.5

14.3

16.2

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

 

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2012

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

79.797487

79.698224

87.789317

93.619712

103.395546

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net sale

932.1

774.1

506.7

408.0

360.2

Total Revenue

932.1

774.1

506.7

408.0

360.2

 

 

 

 

 

 

    Rounding adjustment Income Statement

0.0

-

-

-

-

    Cost of Sales

387.4

304.7

225.2

185.1

176.0

    Advertisement

37.2

38.0

14.9

8.4

9.6

    Provision for directors' retirement bene

5.1

-

-

-

-

    Salaries

110.6

95.4

69.9

60.6

46.1

    Provision for Bonus

4.7

4.2

3.5

1.2

0.9

    Provision for directors' bonuses

-

4.4

1.7

1.1

0.3

    Periodic retirement benefit costs

-

-

-

0.0

0.0

    Other sga

199.1

-

-

-

-

    Provision for doubtful accounts

0.6

3.7

1.7

1.9

1.7

    Commission expenses

38.8

38.0

13.0

7.9

5.7

    Amort. of Goodwill

16.2

15.5

7.1

9.2

9.1

    Depreciation

17.6

13.6

6.6

4.0

3.8

    R&D Exp.

-

0.0

0.1

0.4

0.4

    Other SGA

-

162.1

97.8

78.5

66.6

    Other Unusual Expense (Income)

0.0

-

-

-

-

    Gain on negative goodwill

-6.7

-

-

-

-

    SP Rev-Allow Doubt Acc.

-

-

0.0

-5.8

-1.8

    SP G on redempt. of bonds

-

-

-

0.0

-0.6

    SP G on step

-

0.0

-2.8

0.0

-

    SP Surrender value of insurance

0.0

-0.3

0.0

-

-

    SP Other gains

-0.2

-0.2

-0.1

0.0

-0.1

    SP Loss Retire FixAsset

2.1

2.0

0.7

0.2

1.2

    SP Loss Val Inv.Secs.

0.2

0.8

0.6

0.2

0.7

    SP Loss Val Affili.Stk

-

-

-

-

0.0

    SP Impairment loss

1.3

2.8

2.1

17.0

6.0

    SP Contract Cancellation Exp.

-

-

-

-

0.0

    SP Prov. for doubtful acts

0.0

2.1

0.0

-

0.0

    SP Reserve for sec. transaction liab.

2.1

2.6

0.4

0.0

0.0

    SP Office Relocation Cost

1.0

1.6

0.8

0.6

0.0

    SP Other SP Loss

0.6

2.0

0.8

0.1

1.4

Total Operating Expense

817.8

692.9

444.0

370.6

327.1

 

 

 

 

 

 

    SP Gain Sale Fix.Asset

0.0

0.7

0.0

0.0

0.0

    Equity in earnings of affiliates

0.4

-

-

-

-

    SP Gain Sale Inv.Secs.

2.0

0.0

0.5

0.1

1.0

    SP Gain-Equity Change

0.1

0.1

0.0

0.1

0.3

    SP Gain Transfer Bus.

-

-

-

0.0

1.0

    SP Gain Sale Affili.Stk

1.9

0.0

0.0

0.2

0.0

    SP Loss Sale Fix.Asset

-

-

0.0

0.0

0.0

    SP Loss Sale Inv.Secs.

-0.2

0.0

-0.1

0.0

0.0

    SP Loss Business withdrawal

-

-

0.0

-0.7

0.0

    SP Loss-Equity Change

-

-

-

-

0.0

    SP Loss Sale Affiliate Stock

-

0.0

-0.7

0.0

-

    NOP Int.& Dividend Inc.

-

-

-

-

3.3

    NOP Interest income

0.1

0.1

0.3

2.9

-

    NOP Dividends received

0.8

0.4

0.8

0.2

-

    Other Non-Operating Income (Expense)

0.0

-

-

-

-

    NOP Sales Commission

-

-

-

-

0.0

    NOP Bad Debt Write Off Recovery

-

-

-

-

0.0

    NOP G.Invest.Union

2.3

0.5

2.1

0.6

0.6

    NOP Retal Income

0.2

0.2

0.7

1.2

1.1

    NOP Exchange Gain

0.2

0.0

0.3

0.2

0.0

    NOP Gain on unused point

0.9

0.6

0.0

-

-

    NOP Other Income

1.8

0.5

0.7

0.8

0.8

    NOP Interest Expenses

-4.1

-3.6

-2.4

-2.8

-3.0

    NOP Equity Loss

0.0

-2.3

-0.2

0.0

-

    NOP Stock Issue Exp.

0.0

-0.1

0.0

-0.1

-0.1

    NOP Bond Issue Exp.

-

-

-

-

0.0

    NOP Commission

-1.0

-1.8

-0.9

-0.4

-1.2

    NOP Exchange Loss

-

-

-

0.0

-1.2

    NOP Other Expenses

-1.2

-0.9

-1.3

-1.0

-1.3

    L/G on anonymous inv't associations

-

0.0

0.0

0.0

-

Net Income Before Taxes

118.4

75.5

62.6

38.7

34.4

 

 

 

 

 

 

Provision for Income Taxes

43.4

10.3

22.4

15.3

10.7

Net Income After Taxes

75.0

65.2

40.2

23.4

23.7

 

 

 

 

 

 

    Minority Interest

-18.3

-11.4

-15.1

-8.9

-3.3

Net Income Before Extra. Items

56.6

53.8

25.2

14.5

20.4

Net Income

56.6

53.8

25.2

14.5

20.4

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

0.0

-

-

-

-

    Earning Adjustment

-

0.0

0.0

0.0

0.0

Income Available to Com Excl ExtraOrd

56.6

53.8

25.2

14.5

20.4

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

56.6

53.8

25.2

14.5

20.4

 

 

 

 

 

 

Basic Weighted Average Shares

117.8

113.5

100.0

100.3

100.5

Basic EPS Excluding ExtraOrdinary Items

0.48

0.47

0.25

0.14

0.20

Basic EPS Including ExtraOrdinary Items

0.48

0.47

0.25

0.14

0.20

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

56.6

53.8

25.2

14.5

20.4

Diluted Weighted Average Shares

117.9

113.5

100.0

100.3

100.5

Diluted EPS Excluding ExtraOrd Items

0.48

0.47

0.25

0.14

0.20

Diluted EPS Including ExtraOrd Items

0.48

0.47

0.25

0.14

0.20

DPS-Common Stock

0.15

0.15

0.08

0.06

0.07

Gross Dividends - Common Stock

17.7

17.7

8.0

6.4

6.8

Normalized Income Before Taxes

133.1

103.6

72.2

60.7

50.6

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

42.9

12.1

23.3

20.4

12.5

Normalized Income After Taxes

90.2

91.6

49.0

40.3

38.1

 

 

 

 

 

 

Normalized Inc. Avail to Com.

71.9

80.1

33.9

31.4

34.8

 

 

 

 

 

 

Basic Normalized EPS

0.61

0.71

0.34

0.31

0.35

Diluted Normalized EPS

0.61

0.71

0.34

0.31

0.35

Advertisment

37.2

38.0

14.9

8.4

9.6

Research&Development

-

0.0

0.1

0.4

0.4

Interest Expense

4.1

3.6

2.4

2.8

3.0

BC - Depreciation of Fixed Assets

38.3

-

-

-

-

Depreciation

-

27.5

14.9

9.7

7.8

BC - Depreciation of Goodwill

16.2

-

-

-

-

Amort of Goodwill

-

15.5

7.1

9.2

10.3

    Current Tax - Total

40.0

-

-

-

-

Current Tax - Total

40.0

-

-

-

-

    Deferred Tax - Total

3.5

-

-

-

-

Deferred Tax - Total

3.5

-

-

-

-

Income Tax - Total

43.4

-

-

-

-

Reported operating profit

114.7

94.4

65.2

49.7

40.1

Reported ordinary profit

115.0

88.0

65.4

51.2

39.0

Service cost

-

-

0.0

0.0

0.0

Interest cost

-

-

0.0

0.0

0.0

Expected return on plan asset

-

-

0.0

0.0

0.0

Actuarial G/L

-

-

0.0

0.0

0.0

Domestic Pension Plan Expense

-

-

0.0

0.0

0.0

Total Pension Expense

-

-

0.0

0.0

0.0

 



 

Annual Balance Sheet

Financials in: USD (mil)

 

 

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

UpdateType/Date

Updated Normal
31-Dec-2012

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

85.870003

76.94

81.105

93.095

90.65

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Deposit

532.4

471.5

343.6

224.4

204.2

    Acc.& Note Rcvbl

74.9

73.6

60.5

50.3

50.1

    Marketable Secs.

-

-

0.0

7.5

0.0

    Operating inv't securities

7.7

12.0

8.1

9.8

9.8

    Inventory

-

-

0.0

-

0.5

    Money on deposit-Securities

1,431.4

1,003.8

827.2

0.0

-

    Margin account assets-Securities

478.2

355.5

257.8

0.0

-

    Rounding adjustment Assets

0.0

-

-

-

-

    ST Guarantee deposits-Securites

207.6

305.7

207.1

0.0

-

    Payment discount--Securites

118.6

129.1

106.4

0.0

-

    Merchandise & finished goods

-

-

-

0.1

-

    Raw materials & supplies

-

-

-

0.2

-

    Work in process

-

-

-

0.1

-

    Other

-

-

-

0.0

-

    Deferred Inc Tax

21.1

20.1

10.0

8.5

8.4

    Other Receivable

-

-

0.0

0.0

0.1

    Other Cur. Asset

96.2

57.0

36.6

11.5

13.2

    Allow Doubt Acc.

-5.0

-7.4

-4.5

-3.7

-3.3

    Reserve for investment losses

-

-

0.0

-0.1

0.0

Total Current Assets

2,963.2

2,420.8

1,852.8

308.7

282.9

 

 

 

 

 

 

    Other

2.7

-

-

-

-

    Building& Struct

9.0

6.0

3.4

1.1

1.3

    Tool & Equipment

19.5

15.6

11.2

4.4

4.9

    Lease assets

-

34.7

16.9

1.9

0.0

    Other PPE

-

0.1

0.1

0.0

0.1

    Goodwill

41.4

60.6

50.2

12.8

22.6

    Lease Assets

53.2

-

-

-

-

    Other Intangible Assets

0.0

-

-

-

-

    Software

43.8

35.4

30.0

20.2

21.9

    Lease assets

-

-

0.0

1.7

0.0

    Other Intangible

5.9

3.1

2.3

0.9

1.0

    Investment Secs.

17.9

14.2

5.7

7.3

9.0

    Investment Secs. in affili. & nonconso.

-

5.0

10.5

-

-

    Properties investment, net

-

-

-

-

49.0

    Properties investment, gross

-

-

-

31.9

-

    Dep.-Properties investment

-

-

-

-0.1

-

    Long-term loans

-

-

0.0

2.5

1.7

    Contribution Inv

-

-

0.0

3.9

4.0

    Rounding adjustment Assets

0.0

-

-

-

-

    Other

24.5

-

-

-

-

    Security Deposit

-

-

0.0

8.1

9.0

    Claims bankruptcy & others

-

-

0.0

58.4

59.9

    Deferred Inc Tax

36.8

47.0

28.8

23.3

23.9

    Other Assets

-

25.7

30.6

5.6

7.8

    Allow Doubt Acc.

-4.1

-3.1

-2.4

-53.1

-60.3

Total Assets

3,213.7

2,665.0

2,040.1

439.6

438.5

 

 

 

 

 

 

    Acc.& Note Payab

26.6

23.9

20.1

14.7

17.0

    ST Debt

43.1

73.1

134.3

11.8

8.8

    Current Portion LT Debt

59.3

33.6

48.3

15.1

15.4

    Lease obligations

-

-

0.0

1.1

0.0

    Other Payable

71.5

48.1

43.0

23.1

21.2

    Rounding adjustment Liability

0.1

-

-

-

-

    Deposit-Securities

131.0

83.1

76.7

0.0

-

    Margin account Lia.-Securities

415.8

275.5

230.5

0.0

-

    Guarantee deposits-Securites

1,591.0

1,323.2

952.5

0.0

-

    Payment discount--Securites

46.8

16.4

11.8

0.0

-

    Cur. Corp Bond

-

-

-

0.0

11.0

    Inc Tax Payable

17.1

13.5

14.4

8.7

8.5

    Allow for Bonus

3.9

4.7

3.4

1.3

1.2

    Allowance director's bonus

2.6

4.5

2.5

1.1

0.3

    Advances

40.5

42.2

36.1

26.3

26.4

    Deposits received

152.8

151.1

104.3

61.6

43.4

    Other Cur. Liabs

52.5

39.2

26.1

10.6

9.6

Total Current Liabilities

2,654.4

2,132.1

1,704.1

175.3

162.8

 

 

 

 

 

 

    Corp. Bond

-

-

-

-

0.0

    Bond with stock purchase warrants

-

-

-

-

0.0

    LT Debts

144.4

145.4

42.0

103.2

121.4

    Lease obligations

39.8

27.4

0.0

3.0

0.0

Total Long Term Debt

184.2

172.8

42.0

106.2

121.4

 

 

 

 

 

 

    Other Long Term Liabilities

0.0

-

-

-

-

    LT Other Pybl.

-

-

0.0

4.6

5.3

    Deferred Tax

0.3

0.6

0.2

0.1

0.0

    Reserve Accured Retire

-

-

0.0

0.0

0.1

    Other LT Liabs.

10.9

11.6

24.4

1.5

1.5

    Resv. for financial instruts. transac.

9.6

8.5

5.6

0.0

-

    Equity Minority Interests

108.6

99.0

158.3

76.2

72.9

Total Liabilities

2,968.0

2,424.5

1,934.6

363.8

364.0

 

 

 

 

 

 

    Other Equity

0.0

-

-

-

-

    Common Stock

34.9

26.0

15.7

13.7

14.1

    Paid-in Capital

68.0

88.8

0.0

0.0

0.0

    Retained Earning

145.7

125.4

91.4

63.3

62.2

    Treasury Stock

0.0

0.0

0.0

0.0

0.0

    Unrlzd Gain Secs

-2.3

1.9

-0.3

-0.2

-0.2

    Deferred hedge

-0.6

0.0

-0.2

0.1

-0.1

    Translation Adjustment

-0.2

-2.0

-1.3

-1.2

-1.4

    Stock subscription right

0.3

0.3

0.2

0.1

0.0

Total Equity

245.7

240.5

105.5

75.8

74.6

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

3,213.7

2,665.0

2,040.1

439.6

438.5

 

 

 

 

 

 

    S/O-Common Stock

117.8

117.8

100.0

100.0

100.5

Total Common Shares Outstanding

117.8

117.8

100.0

100.0

100.5

T/S-Common Stock

0.0

0.0

0.0

0.0

0.0

Deferred Revenue - Current

40.5

42.2

36.1

26.3

26.4

Full-Time Employees

2,449

1,984

1,740

1,458

1,484

Total Number of Shareholders

33,263

-

-

-

-

Number of Common Shareholders

-

31,941

21,638

22,338

22,686

LT debt & bond maturing within 1yr

59.3

33.6

48.3

15.1

26.5

Lns Pble Maturing over a Yr within 2 Yrs

33.0

-

-

-

-

LT debt & bond maturing within 2yr

-

49.8

13.1

41.4

15.4

Lns Pble Maturg over 2 Yrs within 3 Yrs

32.5

-

-

-

-

LT debt & bond maturing within 3yr

-

20.4

28.4

10.7

42.5

Lns Pble Maturg over 3 Yrs within 4 Yrs

29.5

-

-

-

-

LT debt & bond maturing within 4yr

-

19.8

0.5

51.0

11.0

Lns Pble Maturg over 4 Yrs within 5 Yrs

24.8

-

-

-

-

LT debt & bond maturing within 5yr

-

55.5

0.0

0.0

52.4

other lease

24.5

-

-

-

-

LT debt & bond maturing thereafter

-

0.0

-

-

-

Total Long Term Debt, Supplemental

203.7

179.0

90.3

118.2

147.8

Lease maturing within 1 year

-

-

5.3

1.1

-

Cap Lease Maturg over a Yr within 2 Yrs

15.9

-

-

-

-

Lease maturing within 2 years

-

9.2

5.2

1.1

-

Cap Lease Maturg over 2 Yr within 3 Yrs

12.4

-

-

-

-

Lease maturing within 3 years

-

6.9

4.8

1.0

-

Cap Lease Maturg over 3 Yr within 4 Yrs

7.9

-

-

-

-

Lease maturing within 4 years

-

5.5

3.0

0.7

-

Cap Lease Maturg over 4 Yr within 5 Yrs

2.9

-

-

-

-

Lease maturing within 5 years

-

4.0

0.9

0.2

-

other loan

0.7

-

-

-

-

Remaining

-

1.9

-

0.0

-

Total Capital Leases

39.8

27.4

19.2

4.1

-

Pension obligation

-

-

0.0

0.0

0.1

Fair value of plan asset

-

-

0.0

0.0

0.0

Funded status

-

-

0.0

0.0

-0.1

Total Funded Status

-

-

0.0

0.0

-0.1

Unrecog. actuarial G/L

-

-

0.0

0.0

0.0

Accured pension

-

-

0.0

0.0

-0.1

Net Assets Recognized on Balance Sheet

-

-

0.0

0.0

-0.1

 



 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2012

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

79.797487

79.698224

87.789317

93.619712

103.395546

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income Bf. Tax

118.4

75.5

62.6

38.7

34.4

    Depreciation

38.3

27.5

14.9

9.7

7.8

    Increase (decrease) in accounts payable-

26.4

-

-

-

-

    Loss On Change In Equity

0.2

-

-

-

-

    Impairment loss

1.3

2.8

2.1

17.0

6.0

    Amort. of Goodwill

16.2

15.5

7.1

9.2

10.3

    Allow Doubt Acc.

-0.3

3.0

-55.2

-5.2

-2.0

    Reserve for commodity trans. liab.

2.1

2.6

0.4

0.0

-

    Allow.for Bonus

-1.9

2.8

1.4

0.9

0.4

    Accured Retire

-

0.0

0.0

-0.1

0.0

    Reserve interest return loss

-

-

-

-

0.0

    Gain Transfer Bus.

-

-

-

0.0

-1.0

    Int.& Dividend Inc.

-0.8

-0.5

-1.1

-3.1

-3.3

    Interest Expenses

4.1

3.6

2.4

2.8

3.0

    Exchange Gain/Loss

-

-

0.0

-0.1

0.8

    Stock Issuance Exp.

-

-

0.0

0.1

0.1

    Bond Issuance Exp.

-

-

-

-

0.0

    Bond Redem. Gain

-

-

-

0.0

-0.6

    L.Val.Affili.Secs.

-

-

-

-

0.0

    Loss Retire FixAsset

2.1

2.0

0.7

0.2

1.2

    Loss Sale Fix.Assets

-

-

-

-

0.0

    Gain Sale Fix.Assets

-

-

-

-

0.0

    Gain/Loss Sale Fix.Assets

-

-

0.0

0.0

-

    Gain Sale Inv.Secs.

-

-

-

-

-1.0

    Loss Sale Inv.Secs.

-

-

-

-

0.0

    Loss On Sales Of Investment Securities

-1.8

0.0

-0.4

-0.1

-

    Gain/Loss Sale Affili.Stk

-1.9

0.0

0.7

-0.2

0.0

    Loss Val Inv.Secs.

-

0.8

0.6

0.2

0.7

    Reserve for investment losses

-

0.0

-0.1

0.1

0.0

    Loss Gain On Change In Equity

0.0

-0.1

0.0

-0.1

-0.3

    Equity Change Loss

-

-

-

-

0.0

    Operating Loan

-

-

-

-

0.0

    Segregated customer account

-

-

-

-

0.0

    Warranty received

-

-

-

-

0.0

    Operating investment sec

-

-

0.0

-0.5

-0.2

    dec/inc in notes and accounts recerivabl

-5.6

-5.4

-1.5

0.1

0.5

    Invenytory

-

-

-

0.0

0.0

    Other Assets

-

-

-

0.0

-1.2

    Acc.& Note Payable

2.8

-0.9

2.5

-2.7

-2.4

    Other Liability

-

-

-

0.0

8.6

    Deposit for security

18.6

39.6

31.0

19.2

0.0

    Proceeds from purchase of investments in

0.5

-

-

-

-

    Rounding adjustment Cash flow

0.0

-

-

-

-

    Deposit-Securities

-572.5

-127.3

21.4

0.0

-

    Guarantee deposits-Securites

71.4

-84.3

-90.9

0.0

-

    Payment/Receive discount--Securites

31.3

-12.4

-15.9

0.0

-

    Deposits received & Guarantee deposit

497.1

310.2

61.5

0.0

-

    Other

-41.0

-49.5

52.6

4.3

0.0

    Int.& Dividend Rcv'd

0.6

0.6

1.1

3.2

3.2

    Interest Paid

-4.1

-3.6

-2.4

-2.8

-3.1

    Payment under guarantee

-

-

-

-

0.0

    Claims bankruptcy & others

-

0.0

6.4

0.0

2.1

    Tax Paid

-28.9

-47.2

-29.5

-14.3

-16.2

    Newly Consolidated

-

-

-

-

0.7

    Adjustment

-

0.0

-

-

-

Cash from Operating Activities

172.4

155.3

72.5

76.5

48.4

 

 

 

 

 

 

    Time Deposit Made

-7.3

-41.8

-5.7

-0.2

-0.4

    Time Deposit Matured

3.1

0.0

6.8

0.3

0.2

    Capital Expenditure

-17.3

-9.1

-5.2

-2.9

-2.2

    Sale of PPE

0.0

0.5

0.0

0.0

0.0

    Purch of Intangible

-23.6

-11.3

-6.4

-5.4

-10.6

    Sale of Intangible

0.0

0.8

0.7

0.0

0.0

    Purchase marketable secs

-

-

0.0

-7.5

0.0

    Redemp marketable secs

-

0.0

8.0

0.0

7.7

    Purch of Inv.Secs.

-1.7

-3.8

-8.8

-0.3

-0.1

    Sale of Inv.Secs.

2.3

0.2

0.8

2.0

2.1

    Redem. Invest Secs

-

-

-

-

0.0

    Purch of Subsid.Stk.

-4.4

-5.7

-8.0

-2.0

-4.4

    Sale of Subsid.Stk.

2.0

0.0

0.0

0.2

0.0

    Procd. of Consoli.Subs Stk

16.4

0.0

86.5

0.3

-0.2

    Purch of Consoli.Subs Stk

-

-5.6

0.0

-

-

    Sale of Consoli.Subs Stk

-

-

-

-

0.0

    Payment for acquisition of new subsidiar

-1.9

-

-

-

-

    Rounding adjustment Cash flow

0.0

-

-

-

-

    Loans Made

-

-

0.0

-1.6

-6.8

    Loans Collected

-

-

0.0

0.7

2.9

    Business Transfer

-5.9

-0.9

-1.1

-0.1

-5.2

    Disposal of businesses invested

-

-

-

0.0

1.0

    Other Income

-

-

-

-

0.7

    Sale of real estates

-

0.0

30.1

0.0

-

    Other Exp.

-

-

-

-

-0.9

    Other

-0.6

1.3

1.5

1.3

-

Cash from Investing Activities

-38.8

-75.4

99.4

-15.1

-16.0

 

 

 

 

 

 

    Proceed from ST Debt

676.7

872.9

221.0

59.8

184.7

    Repayment of ST Debt

-700.8

-939.0

-254.4

-56.7

-293.3

    Proceed from LT Debt

80.8

133.3

2.4

0.0

128.1

    Repayments of installment payables and l

-15.8

-

-

-

-

    Repayment of LT Debt

-34.2

-52.4

-45.3

-14.9

-9.1

    Issuance of stock

-

-

-

-

0.0

    Issuance of Bond

-

-

-

-

0.0

    Redemp Corp Bond

-

-

0.0

-10.7

-47.8

    Repayment of finance lease

-

-7.9

-2.3

-0.5

0.0

    Rounding adjustment Cash flow

0.0

-

-

-

-

    Union member proceed

-2.0

-2.7

-1.3

0.0

-0.5

    Stock Issue-Minor.

0.7

0.3

0.1

0.0

0.9

    Treasury Stock, Net

-

-

0.0

-2.1

0.0

    Dividend Paid

-20.7

-16.1

-6.8

-9.6

0.0

    Dividend Paid-Minor.

-5.8

-5.3

-3.8

-3.1

-3.2

    Other

0.0

-0.1

0.0

0.2

0.0

Cash from Financing Activities

-21.0

-17.1

-90.5

-37.6

-40.1

 

 

 

 

 

 

Foreign Exchange Effects

2.1

-0.9

-1.2

0.1

-0.6

Net Change in Cash

114.7

61.9

80.1

23.9

-8.2

 

 

 

 

 

 

Net Cash - Beginning Balance

410.3

348.9

236.6

197.4

186.7

Net Cash - Ending Balance

525.1

410.8

316.8

221.4

178.5

    Cash Interest Paid

4.1

3.6

2.4

2.8

3.1

    Cash Taxes Paid

28.9

47.2

29.5

14.3

16.2

 

 

 Financial Health

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

Key Indicators USD (mil)

 

Quarter
Ending
31-Dec-2012

Quarter
Ending
Yr Ago

Annual
Year End
31-Dec-2012

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

250.4

23.00%

932.1

20.56%

24.87%

9.94%

Operating Income1 (?)

29.9

56.86%

114.2

40.99%

37.56%

-

Income Available to Common Excl Extraord Items1 (?)

22.3

9.98%

56.6

5.41%

49.43%

-

Basic EPS Excl Extraord Items1 (?)

0.19

10.20%

0.48

1.53%

41.64%

-

Capital Expenditures2 (?)

40.9

100.12%

40.9

100.12%

61.36%

17.73%

Cash from Operating Activities2 (?)

172.4

11.16%

172.4

11.16%

24.33%

9.42%

Free Cash Flow (?)

122.2

-2.35%

122.2

-2.35%

18.03%

7.44%

Total Assets3 (?)

3,213.7

34.58%

3,213.7

34.58%

88.93%

46.70%

Total Liabilities3 (?)

2,968.0

36.63%

2,968.0

36.63%

95.96%

48.11%

Total Long Term Debt3 (?)

144.4

-6.70%

184.2

19.02%

16.97%

21.12%

Employees3 (?)

-

-

2449

23.44%

18.87%

14.16%

Total Common Shares Outstanding3 (?)

117.8

0.00%

117.8

0.00%

5.61%

3.23%

1-ExchangeRate: JPY to USD Average for Period

81.131791

 

79.797487

 

 

 

2-ExchangeRate: JPY to USD Average for Period

79.797487

 

79.797487

 

 

 

3-ExchangeRate: JPY to USD Period End Date

85.870003

 

85.870003

 

 

 

Key Ratios

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

Profitability

Gross Margin (?)

58.43%

60.63%

55.55%

54.64%

51.14%

Operating Margin (?)

12.26%

10.48%

12.38%

9.17%

9.20%

Pretax Margin (?)

12.70%

9.76%

12.36%

9.48%

9.55%

Net Profit Margin (?)

6.07%

6.95%

4.97%

3.55%

5.67%

Financial Strength

Current Ratio (?)

1.12

1.14

1.09

1.76

1.74

Long Term Debt/Equity (?)

0.75

0.72

0.40

1.40

1.63

Total Debt/Equity (?)

1.17

1.16

2.13

1.77

2.10

Management Effectiveness

Return on Assets (?)

2.49%

2.80%

3.42%

5.42%

6.10%

Return on Equity (?)

22.82%

31.68%

28.32%

19.61%

36.33%

Efficiency

Receivables Turnover (?)

13.40

12.80

10.02

8.90

9.94

Asset Turnover (?)

0.31

0.33

0.43

0.95

0.93

Inventory Turnover (?)

-

-

1,120.86

407.17

383.96

Market Valuation USD (mil)

P/E (TTM) (?)

23.13

.

Enterprise Value2 (?)

1,072.0

Price/Sales (TTM) (?)

1.40

.

Enterprise Value/Revenue (TTM) (?)

1.24

Price/Book (MRQ) (?)

4.95

.

Enterprise Value/EBITDA (TTM) (?)

6.84

Market Cap as of 29-Mar-20131 (?)

1,110.6

.

 

 

1-ExchangeRate: JPY to USD on 29-Mar-2013

94.088557

 

 

 

2-ExchangeRate: JPY to USD on 31-Dec-2012

85.870003

 

 

 

 

 

 Annual Ratios

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

 

 

 

31-Dec-2012

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

Financial Strength

Current Ratio (?)

1.12

1.14

1.09

1.76

1.74

Quick/Acid Test Ratio (?)

0.23

0.26

0.24

1.65

1.60

Working Capital1 (?)

308.8

288.7

148.7

133.4

120.1

Long Term Debt/Equity (?)

0.75

0.72

0.40

1.40

1.63

Total Debt/Equity (?)

1.17

1.16

2.13

1.77

2.10

Long Term Debt/Total Capital (?)

0.35

0.33

0.13

0.51

0.52

Total Debt/Total Capital (?)

0.54

0.54

0.68

0.64

0.68

Payout Ratio (?)

31.29%

31.77%

31.68%

44.45%

33.32%

Effective Tax Rate (?)

36.69%

13.69%

35.71%

39.61%

31.06%

Total Capital1 (?)

532.3

520.0

330.0

209.9

231.2

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

0.31

0.33

0.43

0.95

0.93

Inventory Turnover (?)

-

-

1,120.86

407.17

383.96

Days In Inventory (?)

-

-

0.33

0.90

0.95

Receivables Turnover (?)

13.40

12.80

10.02

8.90

9.94

Days Receivables Outstanding (?)

27.25

28.51

36.44

41.02

36.71

Revenue/Employee2 (?)

353,674

404,136

315,215

281,399

276,883

Operating Income/Employee2 (?)

43,344

42,352

39,027

25,796

25,474

EBITDA/Employee2 (?)

57,866

56,725

48,298

32,501

31,440

 

 

 

 

 

 

Profitability

Gross Margin (?)

58.43%

60.63%

55.55%

54.64%

51.14%

Operating Margin (?)

12.26%

10.48%

12.38%

9.17%

9.20%

EBITDA Margin (?)

16.36%

14.04%

15.32%

11.55%

11.36%

EBIT Margin (?)

12.26%

10.48%

12.38%

9.17%

9.20%

Pretax Margin (?)

12.70%

9.76%

12.36%

9.48%

9.55%

Net Profit Margin (?)

6.07%

6.95%

4.97%

3.55%

5.67%

R&D Expense/Revenue (?)

-

0.00%

0.02%

0.09%

0.10%

COGS/Revenue (?)

41.57%

39.37%

44.45%

45.36%

48.86%

SG&A Expense/Revenue (?)

42.50%

44.68%

39.95%

39.14%

36.33%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

2.49%

2.80%

3.42%

5.42%

6.10%

Return on Equity (?)

22.82%

31.68%

28.32%

19.61%

36.33%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

1.04

1.19

0.66

0.69

0.41

Operating Cash Flow/Share 2 (?)

1.36

1.37

0.78

0.77

0.55

1-ExchangeRate: JPY to USD Period End Date

85.870003

76.94

81.105

93.095

90.65

2-ExchangeRate: JPY to USD Average for Period

85.870003

76.94

81.105

93.095

90.65

 

Current Market Multiples

Market Cap/Earnings (TTM) (?)

23.13

Market Cap/Equity (MRQ) (?)

4.95

Market Cap/Revenue (TTM) (?)

1.40

Market Cap/EBIT (TTM) (?)

11.46

Market Cap/EBITDA (TTM) (?)

7.76

Enterprise Value/Earnings (TTM) (?)

20.37

Enterprise Value/Equity (MRQ) (?)

4.36

Enterprise Value/Revenue (TTM) (?)

1.24

Enterprise Value/EBIT (TTM) (?)

10.10

Enterprise Value/EBITDA (TTM) (?)

6.84

 

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.54.44

UK Pound

1

Rs.83.77

Euro

1

Rs.71.33

 

 

INFORMATION DETAILS

 

Report Prepared by :

PRL

 

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.