Added to YB: 2026-08-12
Pitch date: 2026-08-10
7095.T [neutral]
Macbee Planet, Inc.
Author Info
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Company Info
Macbee Planet, Inc. engages in the advertising business in Japan. The company offers life time value marketing, a digital marketing solution that utilizes data to maximize users' usage amounts and retention periods through Honeycomb, a data analysis platform; and Robee, a web customer service tool.
Market Cap
JPY 15.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.20
P/E
7.25
EV/Sales
0.25
Sector
Media
Category
value
Monday Delight: 10/08/2026 - Macbee Planet, Inc.
7095.T (quick overview): Tokyo LTV marketing/performance-ad spread biz. JPY15B cap, 7.1x P/E, 19.6% ROE, net cash, 16%+ div+buyback yield. Near 2yr low after 3 guidance cuts/misses (client compliance scandal, medical take-rate cuts, rising lending CPAs). NAV only ~half cap; Chairman sold into buyback post-miss.
Read full article (1 min)