Find 100 Baggers (Stocks with 100x Gain)! December 28, 2020 issue
※ The next issue is planned for January 1, 2021 (Friday). January 4 is a publication holiday.
【This week's video is here】
※ The video is 29 minutes long.
1. The recent status of previously introduced stocks
2767 Fields, listed on the Tokyo Stock Exchange First Section
Stock code Company Listing year
2767 Fields 2003
At time of publication / Market cap (billion yen) Current / Market cap (billion yen) 2x / Market cap (billion yen)
133 167 266
Business type
Leading sales of gaming machines (pachinko and pachislot)
Holds licensed titles for the new generation Evangeline series for gaming machines
Includes Tsuburaya Productions, familiar from Ultraman, as a subsidiary
※ The listing year shows the date of listing on the Tokyo Stock Exchange First/Second Section, Mothers, or JASDAQ
※ A 100x market cap is calculated from the minimum market cap.
【Key Points】
1. On December 16 (Wednesday), in the Nichiyou Keizai Shimbun春号, a significant upward revision to the current and next period's results caused the company’s stock price to move, breaking the high of 489 yen reached on May 21 and returning to a high of 541 yen. The recent rapid upward pace has slowed, but the earnings recovery has only just begun.
2. On December 21 (Monday), we visited the company’s Shibuya head office for an interview. From the interview, it became clear that the pachinko/pachislot industry is heavily affected by regulations, and that “until 2019, regulatory changes had a substantial impact on earnings.” Going forward, as旧基準機 (old standard machines) are removed and migration to新基準 (new standard) machines progresses, the business environment is likely to improve compared with the past three years.
3. The key to the company's earnings improvement lies in how it expands the powerful IP of “Ultraman.” The key to expanding Ultraman is the upcoming Summer 2021 film “Shin Ultraman.” Before this work is released, the latest film of Shin Evangelion, with which the company has deep connections, will be released in theaters. If this project is successful, the general director Hideaki Anno’s involvement in Shin Ultraman makes its potential for success extremely high.
Please see the PDF file for the continuation.
