Komori
G

GLOBAL LINK MANAGEMENT INC.

3486Real EstateSmall cap
1,880JPY-6.7%
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Price history
¥1,880Latest+303.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

During the current interim consolidated fiscal period, the Group's core business was its real estate solutions business. The Group develops environmentally conscious residences, primarily in Tokyo's 23 wards, and focuses mainly on the bulk sale of entire buildings to institutional investors, operating companies and other customers. In the development business, handover of 406 units was completed, representing 53.6% of the 758 units scheduled for handover in the fiscal year ending December 2026. Of the remaining 352 units, sale and purchase agreements have already been executed for 230 units. In the land-planning business, sales of 5 projects were completed against a plan of 9. In the redevelopment business, sales of 2 office buildings and 2 existing residences were completed. The procurement plan for the current fiscal year was changed from 12 buildings to 9, and procurement of 6 buildings was completed during the current interim consolidated fiscal period against a plan of 8. With GLM100, covering the fiscal years ending December 2025 through December 2027, now in its second year, the Group is pursuing its growth strategy toward achieving GLM1000, seeking to balance sustainable growth in each business with financial discipline while evolving its business model. As the reporting segment consists solely of the real estate solutions business, segment-specific disclosure has been omitted. As a change in major affiliated companies, SAGLアドバイザーズ株式会社 was included in the scope of consolidation after the Group acquired additional shares and the company became a subsidiary. The company's corporate name changed from SAGLアドバイザーズ株式会社 to 株式会社GLキャピタルマネジメント effective 30 June 2026.

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Key numbersShowing 8 of 20
PER
16.63How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.97How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
11.8%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥31bnShare price × number of shares. The value of the entire company.
Equity ratio
23.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
11.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
6.3%The average annual growth in sales over the past three years.
What to watch next
Completion of the additional acquisition of shares in SAGLアドバイザーズ and the change of corporate name to GLキャピタルマネジメント, with the resulting consolidation benefits from its asset management capabilities becoming visible
Second half of 2026 onward (continued reflection in consolidated results)Impact MediumLikelihood Medium
Progress in the market purchase of treasury shares and the impact on supply and demand and per-share metrics during the acquisition period (10 August 2026 to 30 October 2026)
By the end of October 2026Impact LowLikelihood Medium
Handover progress for the fiscal year ending December 2026, including the completion of sales contracts for 230 of the remaining 352 units, and the smooth progression of period-end inventories of real estate for sale and profit recognition
Second half of 2026 (through the fiscal year-end)Impact HighLikelihood Medium
Disclosures on GLM100 progress, including a breakdown of achievements and delays against each KGI, and the quality of the explanation of financial discipline, including cash management, operating cash flow and working capital
Fiscal year ending December 2026 results through the beginning of fiscal 2027Impact HighLikelihood Medium
Updates on certifications and approvals related to environmentally friendly residences, including ZEH developer registration and BELS, and disclosures showing how these contributed to sales conditions, including selling prices and investor demand
From the second half of 2026 through the 2026 and 2027 financial reporting cyclesImpact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 64.4%
Listed holders 64.4%Everyone else 35.6%
株式会社G2A33.94%
Kim Dae-jung (金 大仲)14.09%
Tominaga Yasumasa (富永 康将)4.25%
BBH BOSTON CUSTODIAN FOR JAPAN EQUITY PREMIUM FUND OF UBS UNIVERSAL 620373 (常任代理人 株式会社みずほ銀行決済営業部)2.76%
由岐 洋輔2.70%
株式会社谷口工務店1.52%
鈴木 東洋1.46%
富田 直樹1.38%
2 other listed holders2.30%
Who owns it
HolderOwnership (%)
株式会社G2A33.94
Kim Dae-jung (金 大仲)14.09
Tominaga Yasumasa (富永 康将)4.25
BBH BOSTON CUSTODIAN FOR JAPAN EQUITY PREMIUM FUND OF UBS UNIVERSAL 620373 (常任代理人 株式会社みずほ銀行決済営業部)2.76
由岐 洋輔2.70
株式会社谷口工務店1.52
鈴木 東洋1.46
富田 直樹1.38
2 other listed holders2.30
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