Komori
Accrete (4395) · InitiativeAdvanced

Entry into the Overseas SMS Business Through the Acquisition of a 51% Stake in VietGuys J.S.C.

First written in FY2021-Q3. 1 of 4 entries say "Softened", first in FY2021. Latest entry: FY2025-H1.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAchievedFY2022-Q1 – FY2025-H12021: 12022: 220222023: 020232024: 020242025: 12025
Same theme, other companies
Expansion and Restructuring of the Mobile Communications, Messaging and Advertising BusinessA theme 11 companies write about · 1 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2022: 1 of 6 companies on the "Worse" side.

2 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1AdvancedAnnual report

    「Revenue at VietGuys J.S.C. remained firm, increasing 6.8% year on year.」

    Revenue at VGS increased 6.8% year on year, and the overseas SMS business contributed to higher revenue in the first half.
  2. FY2022-Q1AchievedAnnual report

    「At a meeting of the Board of Directors held on 19 August 2021, the company resolved to acquire 51% of the shares of VietGuys J.S.C. and make it a subsidiary, entered into a share transfer agreement on the same date, and completed the acquisition of 51% of the shares on 8 April 2022.」

    As scheduled for early April 2022, as previously announced, the company completed the acquisition of 51% of VietGuys J.S.C. on 8 April 2022.
  3. FY2021SoftenedAnnual report

    「The share acquisition procedures were scheduled for completion in early April 2022.」

    The planned completion of the acquisition of 51% of VietGuys J.S.C. was pushed back from mid-December 2021, as previously announced, to early April 2022.
  4. FY2021-Q3First statedAnnual report

    「At a meeting of the Board of Directors held on 19 August 2021, the company resolved to acquire 51% of the shares of VietGuys J.S.C. and make it a subsidiary, and entered into a share transfer agreement on the same day. The share acquisition procedures were scheduled for completion in mid-December 2021.」

    The company resolved to acquire 51% of VGS and planned to complete the acquisition in mid-December 2021. It regarded the transaction as the first step in taking its SMS delivery service, previously limited to Japan, overseas, and also expected it to strengthen its negotiating position with overseas aggregators.
Moved together

"Prioritizing Retained Earnings for the Time Being and Considering Future Dividends" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Prioritizing Retained Earnings for the Time Being and Considering Future Dividends2×
  3. 2Expansion in SMS Deliveries, Revenue and Profit2×
  4. 3Increase in Net Assets Through Profit Recognition and a Strong Financial Position2×
  5. 4Requests from High-Volume Senders to Lower Per-Message Rates and Intensifying Price Competition2×
  6. 5Diversifying the Earnings Base through M&A and Expanding the SMS Business Overseas2×
  7. 6“School Safety Email” service for schools, PTAs and parents2×

★ 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.

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