Komori
GMO Payment Gateway (3769) · TargetReframed

Harnessing Southeast Asia's Growth Potential

First written in FY2016-Q3. 8 of 16 entries say "Advanced", first in FY2016. Latest entry: FY2022-Q2.

16entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q2 – FY2019-Q2ReframedFY2020-Q2 – FY2022-Q22016: 220162017: 320172018: 320182019: 420192020: 320202021: 020212022: 12022
Same theme, other companies
Investment in Southeast Asian payments and financial services and capture of regional growthA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2022-Q2ReframedAnnual report

    「Even after the transfer of these shares, we intend to continue expanding our overseas business in Asia, including payment processing and finance-related businesses. We will use the funds obtained from the share transfer to strengthen our financial base and invest in growth areas, including overseas lending, with the aim of achieving sustainable growth and further enhancing corporate value.」

    While selling its existing Southeast Asian investment, the company continues to expand its payment processing and finance-related businesses overseas in Asia and has changed its stated policy to allocate the sale proceeds to strengthening its financial base and growth investments such as overseas lending.
  2. FY2020-Q3ReframedAnnual report

    「The transfer of these shares was completed on 18 May 2020.」

    The transfer of all shares in Macro Kiosk Berhad, which had been central to the company’s Southeast Asian expansion, was completed on 18 May 2020, and the company was excluded from the scope of consolidation.
  3. FY2020-Q2ReframedAnnual report

    「Shares held before transfer: 3,500,000 shares (number of voting rights: 3,500,000; ownership interest held by the company: 70%); shares transferred: 3,500,000 shares; shares held after transfer: 0 shares (number of voting rights: 0; ownership interest held by the company: 0%)」

    Regarding Macro Kiosk Berhad, which had been central to its Southeast Asian expansion, the company resolved on 30 April 2020 to transfer all shares and changed its policy from a 70% ownership interest to 0%. The transfer was scheduled to take place after May 2020.
  4. FY2020-Q1AdvancedAnnual report

    「During the first 3 months of the fiscal year under review, Macro Kiosk Berhad’s revenue increased 8.1% year on year. Revenue from its core EMS business increased 10.9% year on year as the company focused on measures to accelerate growth, including expanding services in emerging markets such as Vietnam, which it regards as its second priority market after Malaysia.」

    Macro Kiosk Berhad’s revenue increased 8.1% year on year, while revenue from its core EMS business rose 10.9%. The company attributed this to its focus on expanding services in emerging markets such as Vietnam.
  5. FY2019Growth continues, but profitability remains uncertainAnnual report

    「During the consolidated fiscal year under review, Macro Kiosk Berhad’s revenue increased 13.9% year on year. By business, EMS revenue increased 17.4% year on year as the company focused on measures to accelerate growth, including expanding services in emerging markets such as Vietnam, which it regards as its second priority market after Malaysia, despite signs of slowing in its Malaysian business. MPS revenue decreased 14.2% year on year due to the continued impact of changes in the business environment.」

    Macro Kiosk Berhad posted higher overall and EMS revenue and continued expanding services in emerging markets, while its Malaysian business slowed and MPS revenue declined.
  6. FY2019-Q3Growth and deceleration coexistAnnual report

    「During the first 9 months of the consolidated fiscal year under review, Macro Kiosk Berhad’s revenue increased 15.6% year on year. By business, the company is focusing on measures to accelerate growth, including expanding services in emerging markets such as Vietnam, which it regards as its second priority market after Malaysia, although its business in Malaysia, where it is headquartered, is showing signs of slowing. As a result, EMS revenue increased 19.2% year on year, below the 22.4% year-on-year increase in the first 6 months, partly due to seasonality. MPS revenue decreased 12.2% year on year due to the continued impact of changes in the business environment.」

    Macro Kiosk Berhad’s overall revenue increased 15.6% year on year, while EMS revenue rose 19.2%. The company reported signs of slowing in its Malaysian business and a 12.2% decline in MPS revenue, indicating that growth and deceleration coexist in its Southeast Asian expansion.
  7. FY2019-Q2AdvancedAnnual report

    「For revenue by business during the first 6 months of the consolidated fiscal year under review, EMS revenue increased 22.4% year on year as the company continued to focus on expanding services, mainly in emerging markets such as Vietnam, which it regards as its second priority market after its main market of Malaysia. MPS revenue decreased 1.9% year on year due to the impact of the external environment.」

    At Macro Kiosk Berhad, revenue increased 22.4% year on year as EMS services expanded, mainly in emerging markets such as Vietnam, while MPS revenue decreased 1.9%. Progress in overseas expansion and differences by business have become more concrete.
  8. FY2019-Q1AdvancedAnnual report

    「During the first 3 months of the consolidated fiscal year under review, Macro Kiosk Berhad’s revenue increased 20.5% year on year. By business, revenue from its core EMS business increased 22.2% year on year as the company focused on expanding services, mainly in emerging markets such as Vietnam, which it regards as its second priority market after its main market of Malaysia. Revenue from its MPS business also increased 8.5% year on year, despite continued effects from the external environment, as in the previous consolidated fiscal year.」

    Macro Kiosk Berhad’s revenue increased 20.5% year on year, with EMS revenue up 22.2% and MPS revenue up 8.5%. The company also explained that it was focusing on expanding services, mainly in emerging markets such as Vietnam.
  9. FY2018AdvancedAnnual report

    「Macro Kiosk Berhad continued to grow steadily, particularly in emerging markets where it continues to focus its efforts, and revenue for the consolidated fiscal year under review increased 28.0% year on year. By business, revenue from its core EMS business increased approximately 37.1% year on year, and continued growth is expected, while revenue from its MPS business decreased approximately 14.1% year on year.」

    Macro Kiosk Berhad, the core of the company’s Southeast Asian expansion, posted overall revenue growth of 28.0% and approximately 37.1% growth in its EMS business, while revenue from its MPS business declined approximately 14.1%, highlighting differences in progress by business.
  10. FY2018-Q3AdvancedAnnual report

    「During the first 3 quarters of the consolidated fiscal year under review, Macro Kiosk Berhad continued to achieve steady revenue growth in its core authentication and notification and mobile payment businesses, particularly in emerging markets where it continues to focus its efforts. Its revenue increased 26.0% year on year.」

    As part of its Southeast Asian expansion, Macro Kiosk Berhad posted 26.0% year-on-year revenue growth in authentication, notification and mobile payment services, mainly in emerging markets.
  11. FY2018-Q2AdvancedAnnual report

    「We entered into a capital alliance agreement with Jewel Paymentech Pte. Ltd. (Singapore).」

    The capital alliance agreement with Singapore-based Jewel Paymentech added a platform for expanding payment-related businesses in the ASEAN region.
  12. FY2017-Q3RestatedAnnual report

    「In our overseas business, we have established subsidiaries and other entities in Southeast Asia and provide “Z.com Payment,” which offers Japanese merchants expanding into the region a package of essential local payment methods, while continuing to promote investment activities through “GMO Global Payment Fund” to enter into capital and business alliances with promising payment service providers and other companies. The performance of the local payment service providers in which we have invested also remained steady. In the previous consolidated fiscal year, we made Macro Kiosk Berhad, which provides mobile payments, authentication and notifications as a package in Malaysia, a consolidated subsidiary. To capture the potential growth of Southeast Asia, the world’s growth center, and surrounding regions in our Group’s business growth over the medium to long term, we are steadily laying the groundwork while creating Group synergies.」

    The company is continuing its strategy of capturing Southeast Asia’s growth by combining Z.com Payment, GMO Global Payment Fund and Macro Kiosk Berhad.
  13. FY2017-Q2AdvancedAnnual report

    「As a result of the business expansion and other factors at Macro Kiosk Berhad, whose income statement began to be consolidated from the second quarter of the consolidated fiscal year under review,」

    For Macro Kiosk Berhad, which became a subsidiary in the previous consolidated fiscal year, the company began consolidating its income statement from the second quarter under review and reflected its business expansion in its results.
  14. FY2017-Q1RestatedAnnual report

    「In our overseas business, we have established subsidiaries and other entities in Southeast Asia and provide “Z.com Payment,” which offers Japanese merchants expanding into the region a package of essential local payment methods, while continuing to promote investment activities through “GMO Global Payment Fund” to enter into capital and business alliances with promising payment service providers and other companies. The performance of the local payment service providers in which we have invested also remained steady. In the previous consolidated fiscal year, we made Macro Kiosk Berhad, which provides mobile payments, authentication and notifications as a package in Malaysia, a consolidated subsidiary. To capture the potential growth of Southeast Asia, the world’s growth center, and surrounding regions in our Group’s business growth over the medium to long term, we are steadily laying the groundwork while creating Group synergies.」

    The company is continuing its strategy of capturing regional growth in Southeast Asia by combining Z.com Payment, GMO Global Payment Fund and Macro Kiosk Berhad.
  15. FY2016AdvancedAnnual report

    「In our overseas business, we have established subsidiaries and other entities at 5 locations in Southeast Asia and provide “Z.com Payment,” which offers Japanese merchants expanding into the region a package of essential local payment methods. To capture the potential growth of Southeast Asia, the world’s growth center, and surrounding regions in our Group’s business growth over the medium to long term, we are steadily laying the groundwork while creating synergies through the two pillars of “Z.com Payment” and “GMO Global Payment Fund.” During the consolidated fiscal year under review, we also made MACRO KIOSK Berhad, which provides mobile payments, authentication and notifications as a package in Malaysia, a consolidated subsidiary.」

    In addition to expanding through 5 locations in Southeast Asia, Z.com Payment and GMO Global Payment Fund, the company added a concrete base for regional expansion by making Malaysia’s MACRO KIOSK Berhad a consolidated subsidiary.
  16. FY2016-Q3First statedAnnual report

    「In our overseas business, we have established subsidiaries and other entities at 5 locations in Southeast Asia and provide “Z.com Payment,” which offers Japanese merchants expanding into the region a package of essential local payment methods. We are also continuing to promote investment activities through “GMO Global Payment Fund” to enter into capital and business alliances with promising payment service providers and other companies, and the performance of the local payment service providers in which we have invested also remained steady. To capture the potential growth of Southeast Asia, the world’s growth center, and surrounding regions in our Group’s business growth over the medium to long term, we are steadily laying the groundwork while creating synergies through the two pillars of “Z.com Payment” and “GMO Global Payment Fund.”」

    The company outlined a strategy to capture regional growth through its business base at 5 locations in Southeast Asia and the two pillars of Z.com Payment and GMO Global Payment Fund. “Medium to long term” is not counted as a specific time frame.
Moved together

"High Growth in Sales and Profit" moved the same way as this thread, in the same document, in 8 of its 16 moves.

887665★123456
  1. ★This thread
  2. 1High Growth in Sales and Profit8×
  3. 2Growth in financial services revenue and a return to profitability8×
  4. 3Expansion of MSB, Buy-Now-Pay-Later, Lending and Remittance Services7×
  5. 4Payment Solutions for Financial Institutions and Financial Services Providers6×
  6. 5Joint Development of Bank-Account-Linked Mobile Payment Services6×
  7. 6Expansion of a Business Portfolio Centered on Payment Processing5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for GMO Payment Gateway yet.
News
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