Aeon is one of the two largest distribution companies in Japan that are ranked alongside Seven I Holdings. . In recent years, AEON has been in trouble due to the recession of supermarkets, but in fact, AEON has shown signs of "great resurrection".
The following numbers indicate the current operating conditions of AEON .
"On October 9, AEON released its interim settlement financial report for February 2020. The financial report showed that the net profit decreased by 6.7 billion yen (about 400 million yuan) compared with last year. At first glance, the operating conditions were not good. In fact, except for the improper operation of its subsidiary AEON DELIGHT, the operating profit of the company's other businesses increased by 12% compared with last year. It is obvious that the current operating conditions of AEON are unexpectedly good."
In fact, the interim financial report released this time showed that AEON achieved synchronous growth in operating income and profits. In addition, the company's operating profit and regular profit both set record highs, which can be said to be in an "excellent state".
According to analysts, " Aeon 's improvement in operation immediately won the favor of investors in the stock market, triggering a craze for 'buying Aeon '. In August, the stock price of Aeon fell to 1,794 yen (about 117 yuan), and after the financial report was released on October 9, it rose sharply by more than 2,000 yen (about 130 yuan). It rose rapidly to 2,214 yen (about 144 yuan) on the 11th, and there was no sign of stopping the momentum."
Aeon 's financial business is developing rapidly! The relevant person in charge of
pointed out that one of the reasons for the improvement of AEON 's business is that the pharmacy business is in a period of rising development.
" Through the AEON financial report details, it can be seen that the GMS (comprehensive supermarket) business and SM (supermarket) business are not developing smoothly, and its AEON subsidiary chain drugstore Welcia Holdings has driven the operating performance of the entire AEON .
Welcia It is now the largest company in the pharmacy industry. The first half financial report released on October 9 showed that the operating profit was 18.4 billion yen (about 1.2 billion yuan), an increase of 22.4% over the same period last year. It far exceeds the previous forecast of 16.4 billion yen (about 1 billion yuan). "
Now Aeon is no longer a supermarket business that relies on " home industry ", but has turned to a company that relies on "new businesses" such as pharmacies to expand its operations.
According to analysts, "In terms of new businesses, the comprehensive financial business of its AEON financial services companies and other companies has developed well, and now the operating profit has accounted for one-third of the total. In addition, the company's AEON card business is constantly increasing with the help of cashless trends. In fact, AEON financial services companies are also developing financial businesses overseas and developing in Southeast Asia. The financing business is also very smooth. "
In response to this, the person in charge of AEON said, "The commercial facilities operated in China and Southeast Asia are very smooth, and the real estate business is also growing. The diversified development of the business will eventually reverse the business difficulties and promote the good development of the company."
always operates with a sense of crisis
At this settlement meeting, AEON President Moto Okada also showed a sense of crisis about the company's future development. He pointed out that "the global economic situation is constantly changing, but Aeon has been lagging behind this economic development trend.
Now, with the rise of online shopping platforms, the number of people shopping in EC (e-commerce) such as Amazon has increased rapidly.
Therefore, Aeon is on the current digital economy Rapid development feels a crisis, but as the overlord of the retail industry, AEON is not "pride", but responds with a sense of crisis.
Because of this, AEON can make profits and achieve the "big resurrection" in the annual financial report.
In fact, this week's "Phantom (stock price expected AI engine)" is expected to be AEON and Welcia Holdings' stock prices will rise further.
"As the consumption tax growth began to be implemented in October, the circulation is all negative information, but the stock price of AEON continues to rebound. Welsia's stock price is also rising sharply. Although there are areas that need to be modified throughout the year, the stock price is expected to continue to rise in the future."
is now a situation where heroes are divided
Comparing with better operating AEON and Welsia, this week's "Phantom Stock Price Forecast AI Engine" predicts that kakaku.com (2371) will see a stock price drop.
"Kakaku.com is a company that operates the food website "table log" and the price comparison website "price.com". On October 9, the Fair Trading Commission made it clear that it began to investigate the actual situation of the catering store information website. The stock price fell sharply as the company's food website "Gourmet Log" operated by the company may become the subject of the investigation. "
Japanese convenience stores, supermarkets, online retail and other coexisting retail industries are now in a state of separatist power. Because the retail industry will immediately "exit" once it cannot keep up with the development of the times, it must always keep up with the development of the global economic situation. In the future, we will continue to pay attention to the three companies: Aeon , Welcia Holdings, and kakaku.com.
