Worth reading
25Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
427
¥ million (improvement in net assets)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateWhat happened to the previous planNot disclosed → Negative net assets of ¥343 million (at the end of the fiscal year ending February 2026)
Investment amount by sectorCapital investment related to the AIDC business, Data center-related costs, Procurement of GPU equipment
Key initiatives
01Maintaining the existing earnings base and managing costs
02Promoting new businesses expected to generate cash flow
03Promotion of the AIDC business using external funding
04Improving the capital efficiency of digital assets
05Strengthening the timely disclosure and progress management framework
06AI gaming business: maintaining revenue from “GYEE 1.0” and developing “GYEE 2.0” at low cost
07AI Solution and Web3-related technology services business
08AIDC business
09Digital asset management business
10Wellness business
11Strengthening capital policy and the financial base
Plan assumptionsThe start of operations and the timing of revenue recognition for the AIDC business may vary depending on the reordering of GPU equipment, the development and refurbishment of data center facilities, contracts with customers, receipt of security deposits, and the status of funding, among other factors.
Risks identified by the company
AIDC-related contracts, reordering of GPU equipment, or data center infrastructure development may not progress as planned
The supply volume, delivery schedule, and pricing terms for GPU equipment may not be as expected
External funding, strategic investments, or new share issuance may not progress as planned
The execution of an LOI, MOU, or definitive agreement with potential customers, or the receipt of security deposits, may not progress as planned
Revenue from “GYEE 1.0” may not perform as expected due to changes in market competition, user preferences, or the operating environment, among other factors
Usage of the HTML test version of “GYEE 2.0” or the introduction of payment features may not generate revenue as expected
The promotion of individual measures may be affected by laws and regulations, the regulatory environment, market conditions, decisions by business partners, financial market conditions, and other factors
| Item | Details |
|---|---|
| Plan name | Plan for Compliance with the Continued Listing Criteria (Net Assets Criterion) (with an Improvement Period) |
| Plan period | May 2026 to the end of February 2027 |
| Progress against the plan | Annual update |
| Investment amount by sector | Capital investment related to the AIDC business, Data center-related costs, Procurement of GPU equipment |
| Plan assumptions | The start of operations and the timing of revenue recognition for the AIDC business may vary depending on the reordering of GPU equipment, the development and refurbishment of data center facilities, contracts with customers, receipt of security deposits, and the status of funding, among other factors. |
| Key initiatives | Maintaining the existing earnings base and managing costs, Promoting new businesses expected to generate cash flow, Promotion of the AIDC business using external funding, Improving the capital efficiency of digital assets, Strengthening the timely disclosure and progress management framework, AI gaming business: maintaining revenue from “GYEE 1.0” and developing “GYEE 2.0” at low cost, AI Solution and Web3-related technology services business, AIDC business, Digital asset management business, Wellness business, Strengthening capital policy and the financial base |
| Results under the previous plan | Not disclosed → Negative net assets of ¥343 million (at the end of the fiscal year ending February 2026) |
| Risks identified | AIDC-related contracts, reordering of GPU equipment, or data center infrastructure development may not progress as planned, The supply volume, delivery schedule, and pricing terms for GPU equipment may not be as expected, External funding, strategic investments, or new share issuance may not progress as planned, The execution of an LOI, MOU, or definitive agreement with potential customers, or the receipt of security deposits, may not progress as planned, Revenue from “GYEE 1.0” may not perform as expected due to changes in market competition, user preferences, or the operating environment, among other factors, Usage of the HTML test version of “GYEE 2.0” or the introduction of payment features may not generate revenue as expected, The promotion of individual measures may be affected by laws and regulations, the regulatory environment, market conditions, decisions by business partners, financial market conditions, and other factors |
| Publication date | 13 October 2026 |
Items this document does not state (16)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planSegment targetNon-financial targetsReason for revision or withdrawalSize of the Target MarketDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company explains that it improved net assets through new share issuance, the sale of digital assets, earnings improvement measures in its existing businesses, and the allocation of resources to growth businesses.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.