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バリューC Research Memo(8):業務提携など「解体の窓口」強化に向けて様々なアクション

Value C Research Memo (8): Various actions to strengthen the “window for dismantling” such as business alliances

Fisco Japan ·  May 15 13:08

■Performance Trends of Value Creation <9238>

2. Topics for the 2024/2 term

In the 2024/2 fiscal year, various actions were taken to strengthen the “dismantling window,” especially after listing. Two media, “Demolition Agent” and “Exterior Wall Painting Agent,” were acquired in 2024/2. It is a matching site for those who wish for demolition work and demolition contractors, and they are aiming to expand the “demolition window” business. “Exterior Wall Paint Agent” is a matching site for exterior wall painting work applicants and exterior wall paint contractors, and it can be said that it aimed to strengthen the surrounding business of the “demolition window.”

Business alliances are also being actively carried out, and the company has a large support area, such as Azoom Co., Ltd., which performs parking lot management and operation in November 2023, Vacant House Utilization Co., Ltd., which provides platform services to promote the distribution of vacant houses, in December, Storage King (2997) for trunk room development/operation in 2024/2, and AlbaLink Co., Ltd., which buys and resells real estate with extremely low liquidity, such as vacant houses in April I was able to expand it very well. Also, in 2024/2, a business alliance was formed with Sumaten Co., Ltd., which develops services that reduce man-hours in legal inspection and management work, and in addition to guiding “dismantling windows” to Sumaten service users, it also seems that they are considering contributing to cost reduction for users. Furthermore, in the marketing DX business, a new consulting business aimed at improving sales of Uber Eats was started in 2024/3.

(Written by FISCO Visiting Analyst Miyata Hitomitsu)

The translation is provided by third-party software.


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