A Japanese company growing both domestically and internationally, Fast Retailing.
クリスのレポート
売上収益が２兆7,665億円（前期比20.2％増）、営業利益が3,810億円（同28.2％増）と、大幅な増収増益。海外ユニクロ事業は、すべてのエリアで大幅な増収増益。海外ユニクロ事業の売上収益は初めて５割越え、営業利益に占める割合も約６割。出店投資と自動化倉庫投資で営業CFを超える投資、財務CFとなりフリーCFが減少しているが許容範囲。「グローバルNo.1ブランドになる」という目標の元、躍進している。
Chris's report
Sales revenue reached 2.77 trillion yen (up 20.2% from the previous period), and operating profit was 381 billion yen (up 28.2%), marking significant increases in both. Overseas Uniqlo business experienced substantial growth in all regions, with its sales exceeding 50% for the first time and accounting for about 60% of the operating profit. Investments in new store openings and automated warehouses exceeded the operating cash flow, becoming financial cash flow and leading to a decrease in free cash flow, but this is within an acceptable range. They are making great strides towards the goal of becoming the 'Global No.1 Brand'.
ヒートテックを買いに行って店員に話しかけたら値引きがあるかもだからと言うことでアプリを勧められて、連絡が邪魔なら届かなくなる設定まで教えてくれて、顧客本位な対応だった。
Insight
When I went to buy Heattech and spoke to the store clerk, they suggested there might be a discount available and recommended downloading their app. They even showed me how to adjust the settings to prevent unwanted
notifications, demonstrating a customer-focused approach.
ミナの判断
進展、投資、財務状況全て問題ないが、株価が40,000円近く、4,000,000円からでないと投資できないためポートフォリオの40％を投入する必要がありリスクが高いし、株価が倍増するという面白味に欠けるし、機関投資家はみんな知っている内容なので、投資対象からは除外する。
Mina's Judgement
Progress, investment, and financial conditions are all fine, but with the stock price near 40,000 yen, and a minimum investment requirement of 4,000,000 yen, it would necessitate allocating 40% of my portfolio, which carries a high risk. Additionally, the prospect of the stock price doubling lacks excitement, and since institutional investors are already aware of all these details, I will exclude it from my investment targets.
