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イード Research Memo(3):Webメディア・コンテンツを効率的に運用する自社開発システムが強み

i:eed Research Memo (3): A self-developed system for efficiently operating web broadcasting content is a strength.

Fisco Japan ·  Sep 12 22:33

■Eid <6038> Business Overview

3. Features and strengths

(1) “iID-CMP”

The company's strength is that it has built its own platform “iID-CMP” (Eid Content Marketing Platform) for efficiently operating a large number of web media and contents in the CP business. With “iID-CMP,” early monetization of web media can be realized with 4 main functions. 1) Realization of increased sales through high customer attraction functions (SEO measures, SNS support, high-speed display of web pages, optimal usability and user experience including smartphones, etc.), 2) Cost optimization through low-cost operations (shared use of systems, shared CPU resource distribution functions, sharing formats for providing news articles to portal sites, joint operation of optimal network advertisements and affiliate advertisements, etc.), 3) There are database storage/management functions (big data management acquired from content), 4) efficiency of editing through content management functions (posting news articles and photos, grammar proofing/similarity checks), etc.

(2) M&A Strategy

In addition to in-house development, the company is actively promoting the acquisition of web media content through M&A. Regarding M&A, the management team's human network is the main information acquisition route, and about 5 sites are being considered at all times. When a business is acquired, a plan is formulated using an investment payback period of 5 years as a guide, and achieving profitability within 2 years after acquisition is used as a criterion for determining business continuity. Cost reduction and sales increase have been realized by utilizing the “iID-CMP” platform, and most of the websites we have worked on have been monetized. Recently, there has been an increase in the number of cases where sales negotiations are heard from counterparties due to web media management results over 20 years and successful M&A records, and leading media are being scrutinized from among these candidate projects. Also, the fact that it has the know-how to evaluate appropriate prices can be said to be an advantage of the company.

In addition, strategic investments aimed at collaborating in new business areas are also being actively carried out. Among the investment projects, there are two companies that have achieved stock listing: Note <5243>, which operates the platform “Note” for creators, and Nile <5618>, which develops the automobile subscription service “flat-rate Carmo-kun,” and there are two unlisted companies, such as Camper Co., Ltd., which develops sharing economy services in the MaaS area, and Zigowatz Co., Ltd., which develops virtual keys and small chargers for EVs, etc., recently A capital and business alliance was also formed with Cinema Today Co., Ltd., which operates the comprehensive internet film media “Cinema Today” in 2023/10. Also, the accelerator Arriba Studio PTE.LTD., which develops startup support in the Web3/NFT area We have also invested in (Singapore) in 2022/6, and the idea is to gather cutting-edge information through Arriba Studio and at the same time seek collaboration with leading domestic and international Web3 startups, leading to the growth of our own media.

(Author: FISCO Visiting Analyst Joe Sato)

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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