KDDI, moving towards expanding into non-telecommunications sectors by purchasing Lawson, is financially somewhat weak.
クリスのレポート
流動比率0.77、自己資本率47.5%、キャッシュフロー全体で２期連続マイナスと財務的には良くない。KDDIがローソンをTOBして非通信事業の比率を上げている。通信事業の伸びの限界を考えた施作と考えられる。
Chris's report
The current ratio is 0.77, equity ratio is 47.5%, and overall cash flow has been negative for two
consecutive periods, indicating poor financial health. KDDI is making a tender offer for Lawson
to increase the proportion of non-telecommunications businesses. This move is likely considered due to the limitations in the growth of the telecommunications sector.
KDDIがローソンをTOBしたらしい。au使ってるけど経営はどうなんだろう？
Insight
It seems that KDDI has made a tender offer for Lawson. I use au, but I wonder how their management is doing.
ミナの判断
財務状況が悪いためあまり魅力的に見えない。ローソンの購入は非通信分野の拡充を将来的に見据える展開だと考えられるが、経営にどのようなインパクトを与えるか不明瞭なため、投資は避けたい。
Mina's judgment
Due to the poor financial situation, it doesn't appear very attractive. The purchase of Lawson is seen as a strategic move to expand into non-telecommunications sectors in the future, but since the impact on management is unclear, I would prefer to avoid investing.
