No Data
GMO Commerce Discloses Summary of Business Plan and Growth Strategy
GMO Commerce <410A> disclosed on the 30th details regarding its business plan and growth potential. The company surpassed its initial performance forecast at the time of its listing, achieving record-high results for the fiscal year ending December 2025. In its mid-term vision, the company aims for an average annual growth rate (CAGR) of 25%, while targeting upside growth of 40% CAGR driven by group synergies and M&A. GMO Commerce has set a goal to achieve an operating profit of 1 billion yen by the fiscal year ending December 2028. A distinctive feature of the company is its customer base exceeding 17,000 stores.
GMO Commerce forecasts record-high performance for the fiscal year ending December 2025, with operating profits exceeding 1 billion yen, aiming for further growth.
GMO Commerce <410A> is a digital marketing company under the GMO Internet Group <9449> that specializes in supporting brick-and-mortar stores (O2O※ and physical stores). Its core business focuses on marketing support for physical stores and enhancing customer experience (CX). The company’s hallmark is its collaborative, hands-on support that combines cutting-edge technology (AI and systems) with human assistance, going beyond merely providing tools. Its greatest strength lies in its decade-long expertise in promotional strategies utilizing SNS and LINE, dating back to the early stages of their adoption.
Moritec and others [Attractive stocks identified through changes in trading volume].
Stock closing prices, change from the previous day, and trading volumes are as follows: <5986> Moritec 2473 (+32, 290,700 shares), <3744> Cybozu 4383 (+27, 957,00 shares), <9229> Sunwells 2482 (-51, 370,000 shares), <6836> Platt 9411 (+50, 278,700 shares), <1632> Financial 36430 (+22, 904,773 shares), <413A> iF Taiwan Tech 2758 (-58, 317 shares), <2498> Oricon HD 3030 (+15, 365,00 shares), <410A> GMO Commerce 1100 (+10, 315,580 shares).
Afternoon session [Stocks that moved and stocks that were traded]
*Nintendo <7974> 8984 -448 reports a reduction in Switch 2 production numbers.* Stella Chemifa <4109> 4915 +205 revises upward its performance forecast for the fiscal year ending March 2026. A commemorative dividend will be implemented.* Nichitokukou <5334> 7466 +397 revises upward its performance and dividend forecast for the fiscal year ending March 2026.* Ikeda Senshu <8714> 823 +492 revises upward its performance and dividend forecast for the fiscal year ending March 2026.* Uru G <9235> 608 +100 regarding the inaccessible cryptocurrency of Takafumi Horie (
Stocks that moved or traded actively in the morning session.
*JSB (3480) 4005 yen - No notable news; recently, there was an increase in the shareholding ratio of Hikari Tsushin. *Nippon Sheet Glass (5202) 485 yen - Reportedly planning to privatize its shares. *Tokio Marine (8766) 6857 yen - Announced a capital and business alliance with Berkshire Hathaway. *Miyauchi HD (6620) 650 yen +100 - Started discussions to arrange a syndicated loan for the Shenzhen Project. *Sunwells (9229) 253 yen +30 - Hit a new low the previous day, continuing its downward trend.
GMO Commerce --- Decision on Matters Related to Treasury Stock Acquisition
GMO Commerce <410A> announced on the 23rd that its board of directors resolved to implement measures for the repurchase of its own shares in accordance with Article 165, Paragraph 3 of the Companies Act. The main objectives of this initiative are to enhance shareholder returns, improve capital efficiency, balance growth investments, and execute a flexible capital policy. The company has set forth a medium-term vision with a baseline target of '20% revenue growth and 25% operating profit growth,' and for the fiscal year ending December 2025, operating profit is projected to increase by 50.2% year-on-year to 5.2 billion yen.