The most popular anime that can earn money in the world, and the 3 brands that hold the copyright are the strongest business models!? Theme parks and Hollywood movie adaptations too

Animation (anime) has become a culture that Japan is proud of in the world.The hugely popular content is a “treasure trove” where potential value is only increasingI can say that. What is the background
・Since it is possible to localize to a certain extent by dubbing dialogue, it is easy for fans to spread all over the world
・The longer the broadcast periodThe generation of fans will expand, and fans from childhood in particular will grow into influential customers in the future
・Unlike dramas, the characters don't “age”While it is highly reproducible, it is also easy to renew according to the times and regions
・Of course, conventional anime broadcasting rights, sales of related goods, and gamification,Methods for earning money are expanding and becoming larger, such as movie adaptations in Hollywood, distribution on Netflix, etc., and even overseas theme park construction
Examples include things like that.
For this reason, it can be said that companies holding copyright for popular anime have a business model of “millet with wet hands” (meaning that large sums of money can be obtained without effort), so to speak. Therefore, we will pick up brands that own anime copyrights for popular comics that have ranked high in comic sales in recent years, and can be expected to increase revenue in the future due to copyright utilization.

[Pickup conditions]
Listed companies that own the anime copyright for comic titles (based on the publication of Nippon Publishing Sales) that entered the top 10 comic annual sales in the 4 years from 2020 to 23

◆ $Toei(9605.JP)$
Major film production and distribution company. It has strengths in content production that began with children, such as live-action Sentai Mono and anime. They are also involved in box-office related businesses such as the operation of movie theaters, and event-related businesses such as character shows. TV Asahi Holdings, TBS Television, and Bandai Namco Holdings are major shareholders.
The anime business is a specific subsidiary that holds 41.0% of the shares and has a substantial controlling relationship $Toei Animation(4816.JP)$(Listed on the Tokyo Stock Exchange Standard Market) is the center.The main anime copyrights are “One Piece” and “Dragon Ball”。One Piece has a comic circulation of 510 million copies as of 2022/8. Netflix was made into a live-action drama in '23, and production of “THE ONE PIECE,” which will be re-animated for distribution on Netflix etc. was announced in December of the same year. Dragon Ball, which began serializing 40 years ago in 1984, has a comic circulation of over 260 million copies, and in 2009The live-action version was made into a movie in Hollywood, and a theme park construction plan was announced in Saudi Arabia in March '24Doing it.A new anime series is also scheduled to be released in the fall of '24Doing it.

Toei Animation accounts for about 50% of Toei's consolidated sales, and Toei Animation's operating profit rises to about 80% of Toei's.Toei anime is close to 3 times that of Toei in terms of total market value, and a reversal phenomenon has occurred。Even in PBR, Toei is 5 times that of Toei anime, and Toei's “sense of cheapness” is conspicuous. Toei's analyst evaluation (1 person) is slightly bullish,Target stock price is 5600 yen (2-day closing price is 3680 yen)。

◆ $Toho(9602.JP)$
It is the largest company in Japan in terms of film distribution and box office revenue. In addition to operating movie theaters and the theater business, etc., the real estate business accounts for close to 30% of sales. Tokyo Rakutenchi was made a subsidiary by TOB in January '24 (Tokyo Rakutenchi was delisted). The Hankyu Hanshin Toho Group is formed by the Hankyu Hanshin family, and Hankyu Hanshin Holdings holds 21.7% and H2O Retailing holds 7.0%.
The companyPositioning the animation business as a future growth driverIt is an important point of the “TOHO VISION 2032 Toho Group Management Strategy” formulated in April 2022It is stated that the animation business is the fourth pillar after the three pillars of film, theater, and real estate, and concentrated investment centered on planning and development (copyright utilization), overseas expansion, and digitalizationWe are proceeding.

In copyright“Jujutsu Kaisen” with 90 million copies issued as of 23/12, “My Hero Academia” with 85 million copies as of 23/2, “Spy Family” with 35 million copies as of 24/3, and “Kaiju No. 8” with 12 million copies as of 24/3There are (scheduled to begin broadcasting in April '24), etc.
Toho's analyst ratings (7 people) were 57.14% bullish, 28.57% slightly bullish, and 14.29% neutral,Average target stock price is 5957.14 yen (2-day closing price is 4895 yen)。

◆ $IG Port(3791.JP)$
A company listed on the Tokyo Stock Exchange Standard Market. A holding company for anime planning and production. It was established in 1987 as a branch branch from Tatsunoko Pro, known for “Mach GoGo” and the “Time Bokan Series.” A comic publishing company is also under its umbrella.
In recent years, in addition to publishers that have comic copyrights, there has been an increase in how planning companies (film companies, etc.), anime production companies, television companies, etc. establish “production committees” and make joint investments. The companyJoins production committees and often performs contract production involving investment。

In copyrightSpy Family, “Attack on Titan” with 140 million copies issued as of 2023/11, and “Haikyu!!” with 60 million copies is the center. In addition to this, he was also involved in the production of Kaiju No. 8, and production of THE ONE PIECE was also decidedDoing it.
Second quarter (23/6/11) of the fiscal year ending 2024/5Copyright revenue is 1.05 billion yen, which is 20% of total sales. By segmentIn terms of profit and loss, the copyright business amounts to 500 million yen, which is approximately 75% of the total. It was a loss of 120 million yenA business model that recoups upfront investment in the video production business through the copyright businessIt's becoming.

[Pickup brands including the above 3 companies]