Added to YB: 2026-05-13
Pitch date: 2026-05-11
6047.T [bullish]
Gunosy Inc.
Author Info
No bio for this author
Company Info
Gunosy Inc. primarily engages in the operation of news and information applications in Japan. The company operates through three segments: Media Business, G Holdings Business, and New Businesses.
Market Cap
JPY 12.4B
Pitch Price
N/A
Price Target
2.2K (+321%)
Dividend
3.55%
EV/EBITDA
N/A
P/E
158.53
EV/Sales
1.13
Sector
Software
Category
value
Gunosy (TSE: 6047) The $90m Japanese News App That Owns a Piece of India's Most Interesting Neobank
6047.T: Japanese news/gaming media co trading at ~¥14B (~$90M) mkt cap, but slice SFB stake alone worth ¥13.5B+ (Gunosy owns ~8-10% at $1B private valuation). Core Cash Area generates ¥1.45B op profit (23% EBITDA margin), G Holdings anime gaming adds upside 2H FY26. SOTP: ¥10B core + ¥3B cash + ¥13.5B+ slice = ¥26.5B (1.8x upside). Catalysts: slice IPO in 3-4yrs at $3-5B valuation (2.5-5x return), MSCA tailwind for SC biz (¥2T market), G Holdings titles launching 2H. 4% dividend yield while you wait. Risks: Q1 profit miss, slice dilution, RBI regulatory changes, holdco discount persistence.
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