Added to YB: 2026-10-05
Pitch date: 2026-10-01
3661.T [bullish]
m-up holdings, Inc.
+5.48%
current return
Author Info
No bio for this author
Company Info
m-up holdings, Inc. engages in the development and distribution of mobile and PC content, and e-commerce businesses in Japan.
Market Cap
N/A
Pitch Price
JPY 821.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
growth
Not So Fast - m-up holdings, Inc.
3661.T (update): M-up’s Q1 FY2027 showed broad growth: subscriber gains drove fan-club revenue up 23%, while e-commerce and ticketing grew 18.4% and 17.1%. Consolidated EBIT rose 15.8%, in line with 15.9% full-year guidance despite a tough comparison. At 9.7x LTM EV/EBIT after a 50% cash haircut, valuation remains undemanding, though more live dates may not mean higher attendance, and 2026 tour capacity fill remains uncertain.
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