縲梧律邨悟渚關ｽ-306.29蜀・・64,693.12蜀・・-0.47%・晉ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ繧貞女縺代◆繝ｪ繧ｹ繧ｯ蝗樣∩荳ｻ蟆趣ｼ九が繝ｪ繧ｳ繝ｳ・・800・窺BO逋ｺ陦ｨ・昴Γ繝・ぅ繧｢・井ｸｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ邉ｻSPC・狗ｵ悟霧髯｣縺ｮ繝ｪ繝医Ν繝昴Φ繝牙・蜷鯉ｼ・27.58%繝励Ξ繝溘い繝繝ｻ雋ｷ莉倅ｻ｣驥醍ｴ・09.37蜆・・・九す繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ蟄蝉ｼ夂､ｾ蛹厄ｼ晄・遏･繝峨Α繝翫Φ繝亥現逋よｩ滄未謾ｯ謠ｴ・紀T荳ｭ蝣・Ο繝ｼ繝ｫ繧｢繝・・4莉ｶ・・HINKO竊探AC・輯WCC竊偵い繧ｯ繧ｷ繧ｪ・上ン繧ｸ繝阪せ繝悶Ξ繧､繝ｳ竊偵す繧ｹ繝・Β繝ｯ繝ｳ・丞｣ｲ繧後ｋ繝阪ャ繝遺・繝代Ο繝・ヨ繝薙・繧ｯ・会ｼ矩ｲ陦御ｸｭTOB 7荳ｦ襍ｰ・九が繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ・起SSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ九Ρ繧ｳ繝ﾃ輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･縲・窶・蜑肴律6荳・,000蜀・､ｧ蜿ｰ逶ｮ蜑阪〒雕上∩豁｢縺ｾ縺｣縺溯蝉ｹ・鴨螻髱｢縺九ｉ縲∵悽譌･5/28縺ｯ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・蝣ｱ繧貞女縺代※荳ｭ譚ｱ蜀咲ｷ願ｿｫﾃ怜濠蟆惹ｽ捺ｪ螢ｲ繧甘励た繝輔ヨ繝舌Φ繧ｯG繝ｻ蜿､豐ｳ髮ｻ荳玖誠縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩繝｢繝ｼ繝峨∈霆｢謠帙よ悽譌･縺ｮ譛螟ｧM&A繝医ヴ繝・け縺ｯ繧ｪ繝ｪ繧ｳ繝ｳMBO・磯浹讌ｽ繝ｩ繝ｳ繧ｭ繝ｳ繧ｰ隱ｿ譟ｻ閠∬・縺ｮ髱槫・髢句喧・・/strong>縺ｨ繧ｷ繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ竊偵Λ繧､繝悶Λ・亥現逋よｩ滄未謾ｯ謠ｴ縺ｮ諢帷衍繝峨Α繝翫Φ繝茨ｼ・/strong>縲∝刈縺医※IT荳ｭ蝣・そ繧ｯ繧ｿ繝ｼ縺ｮ4莉ｶ蜷梧凾蜈ｬ陦ｨ縺ｧ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ縺ｮ讒句峙縲・/h2>
譛ｬ譌･5/28・域惠・峨・縲御ｸｭ譚ｱ蜀咲ｷ願ｿｫ縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩逶ｸ蝣ｴ・貴BOﾃ怜現逋づ悠T縺ｮ3霆ｸ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ・矩ｲ陦御ｸｭTOB 7荳ｦ襍ｰ・九が繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ諡｡螟ｧ縲阪・荳牙ｱ､讒矩縲・strong>譌･邨悟ｹｳ蝮・ｵょ､64,693蜀・2驫ｭ・・306.29蜀・・0.47%・峨〒蜿崎誠縲ょ燕譌･5/27縺ｮ5譌･縺ｶ繧雁ｰ丞ｹ・渚逋ｺ・・3.32蜀・・64,999.41蜀・ｼ・/strong>縺九ｉ蜀阪・6荳・,000蜀・､ｧ蜿ｰ蜑ｲ繧後・strong>邀ｳ霆阪′譌･譛ｬ譎る俣28譌･譛昴↓繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ繧呈判謦・√う繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ繧呈判謦・＠縺溘％縺ｨ繧堤匱陦ｨ縺ｨ隍・焚豬ｷ螟悶Γ繝・ぅ繧｢縺悟ｱ縺倥ｋ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・繧貞女縺代√Μ繧ｹ繧ｯ蝗樣∩逶ｮ逧・・螢ｲ繧翫′蜆ｪ蜍｢縲・strong>縺薙ｌ縺ｾ縺ｧ荳頑・縺碁｡戊送縺縺｣縺溘た繝輔ヨ繝舌Φ繧ｯ繧ｰ繝ｫ繝ｼ繝励ｄ蜿､豐ｳ髮ｻ蟾･縺ｪ縺ｩ縺悟｣ｲ繧峨ｌ縲∝刈縺医※27譌･縺ｮ邀ｳ蜊雁ｰ惹ｽ捺ｪ螳峨・騾｣蜍募｣ｲ繧・/strong>縺ｧ蛟､縺後＆縺ｮAI繝ｻ蜊雁ｰ惹ｽ馴未騾｣譬ｪ縺ｮ荳隗偵↓蛻ｩ逶顔｢ｺ螳壼｣ｲ繧翫ゆｸ譁ｹ縲∝・螳牙渕隱ｿ閭梧勹縺ｫ閾ｪ蜍戊ｻ頑ｪ繝ｻ蝗ｽ逕｣鬟溷刀譬ｪ縺ｫ縺ｯ迚ｩ濶ｲ縺悟ｺ・′繧倶ｺ梧･ｵ蛹悶・/p>
隨ｬ2縺ｮ荳ｻ蠖ｹ縺ｯ譛ｬ譌･5/28縺ｮM&A髢｢騾｣譛螟ｧ繝医ヴ繝・け・昴が繝ｪ繧ｳ繝ｳ・・800・窺BO逋ｺ陦ｨ・九す繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ蟄蝉ｼ夂､ｾ蛹・/strong>縲・strong>(1)繧ｪ繝ｪ繧ｳ繝ｳMBO縺ｯ雋ｷ莉倩・′繝｡繝・ぅ繧｢・郁ｲｷ莉倡岼逧ТPC縲∽ｸｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ繝ｻ荳芽廠蝠・ｺ九げ繝ｫ繝ｼ繝励・繧ｪ繝ｪ繧ｳ繝ｳ邨悟霧髯｣縺悟・雉・ｼ峨・strong>蟆乗ｱ諱剃ｼ夐聞縺ｮ雉・肇邂｡逅・ｼ夂､ｾ繝ｪ繝医Ν繝昴Φ繝会ｼ医が繝ｪ繧ｳ繝ｳ譬ｪ36.21%菫晄怏遲・ｭ譬ｪ荳ｻ・・/strong>縺悟・蜷後〒螳滓命縲∬ｲｷ莉倅ｾ｡譬ｼ1譬ｪ1,332蜀・・+27.58%繝励Ξ繝溘い繝・亥燕譌･5/27邨ょ､1,044蜀・ｯ費ｼ峨∬ｲｷ莉倅ｺ亥ｮ壽焚821荳・,375譬ｪ・井ｸ矩剞390荳・,300譬ｪ・晄園譛牙牡蜷・0.20%・峨∬ｲｷ莉倅ｻ｣驥・strong>邏・09.37蜆・・
縲∬ｲｷ莉俶悄髢・strong>5/29縲・/9繝ｻ30蝟ｶ讌ｭ譌･縲∵ｱｺ貂磯幕蟋・strong>7/16縲・strong>2027蟷ｴ3譛域悄譛滓忰荳諡ｬ驟榊ｽ薙・隕矩√ｊ縲・strong>縲碁撼蜈ｬ髢句喧縺ｫ繧医ｊ邨悟霧蝓ｺ逶､蠑ｷ蛹悶→諢乗晄ｱｺ螳夊ｿ・溷喧縲√ョ繧ｸ繧ｿ繝ｫ鬆伜沺繝ｻ繧ｰ繝ｭ繝ｼ繝舌Ν螻暮幕蠑ｷ蛹悶∽ｸｭ髟ｷ譛滉ｼ∵･ｭ萓｡蛟､蜷台ｸ翫ｒ逶ｮ謖・☆縲・/strong>縲・strong>(2)繧ｷ繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ竊偵Λ繧､繝悶Λ蜈ｨ譬ｪ蠑丞叙蠕・/strong>・晄・遏･逵梧ｸ・亥ｸよ悽遉ｾ縲∝現逋よｩ滄未謾ｯ謠ｴ繝ｻ險ｪ蝠冗恚隴ｷ繧ｹ繝・・繧ｷ繝ｧ繝ｳ繝ｻ莨∵･ｭ荳ｻ蟆主梛菫晁ご蝨偵・蟆ｱ蜉ｴ謾ｯ謠ｴ莠区･ｭ謇驕句霧縲・strong>諢帷衍繝峨Α繝翫Φ繝域姶逡･蠑ｷ蛹厄ｼ句慍蝓溷現逋ゅう繝ｳ繝輔Λ諡｡蜈・/strong>縲∝叙蠕玲律2026蟷ｴ5譛・8譌･縲・/p>
隨ｬ3縺ｮ荳ｻ蠖ｹ縺ｯIT荳ｭ蝣・そ繧ｯ繧ｿ繝ｼ縺ｮ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ4莉ｶ・狗ｶ咏ｶ啜OB 7荳ｦ襍ｰ・起SSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ九Ρ繧ｳ繝ﾃ輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･縲・strong>(a)SHINKO竊探AC蟄蝉ｼ夂､ｾ蛹・/strong>・・AD繧ｳ繝ｳ繧ｵ繝ｫ繝・ぅ繝ｳ繧ｰ・峨・strong>(b)SWCC・・805・俄・繧｢繧ｯ繧ｷ繧ｪ蜈ｨ譬ｪ蠑上ｒ讓ｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｫ隴ｲ貂｡・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ縲・崕邱夊｣ｽ騾縺ｮ莠区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ譛驕ｩ蛹厄ｼ峨・strong>(c)繝薙ず繝阪せ繝悶Ξ繧､繝ｳ螟ｪ逕ｰ譏ｭ蜥娯・繧ｷ繧ｹ繝・Β繝ｯ繝ｳ蟄蝉ｼ夂､ｾ蛹・/strong>・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ・峨・strong>(d)螢ｲ繧後ｋ繝阪ャ繝亥ｺ・相遉ｾ繧ｰ繝ｫ繝ｼ繝冷・繝代Ο繝・ヨ繝薙・繧ｯ蟄蝉ｼ夂､ｾ蛹・/strong>・医Δ繝舌う繝ｫ繧ｷ繧ｹ繝・Β・峨・strong>(e)邯咏ｶ啜OB 7荳ｦ襍ｰ・昴″繧薙〒繧凪・蠑倬崕遉ｾTOB 3蝟ｶ讌ｭ譌･逶ｮ・・1,501蜀・・+50.34%繝励Ξ繝溘い繝・会ｼ句､ｧ蜷檎音谿企蕎竊呈擲蛹礼音谿企蕎TOB 9蝟ｶ讌ｭ譌･逶ｮ・気CC竊偵ず繝｢繝・ぅ繝ｼTOB 9蝟ｶ讌ｭ譌･逶ｮ・輝ALTAC・・283・・43.16%・倶ｸ｡豈帙す繧ｹ繝・Β繧ｺ・・691・峨∩縺壹⊇+21.78%・九き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦEQT 3,000蜀・sLINE繝､繝輔・ﾃ励・繧､繝ｳ 3,232蜀・ｼ九≠繧薙＠繧謎ｿ晁ｨｼ・・183・唄BI+38.17%縲√％繧後↓繧ｪ繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ縺ｫ諡｡螟ｧ縲・strong>(f)NSSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ・/strong>・晏､也ぜ豕募ｱ雁・蜃ｦ逅・・隱ｿ謨ｴ邯咏ｶ壹・strong>(g)繝ｯ繧ｳ繝・・727・嘉輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･・昴い繧ｯ繝・ぅ繝薙ぜ繝隨ｬ3豕｢縺ｮ荳ｭ霆ｸ莠倶ｾ九→縺励※邯咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・/p>
譛ｬ譌･縺ｮ繝槭け繝ｭ繝・・繝・/span>
- 譌･邨悟渚關ｽ-306.29蜀・・64,693.12蜀・・-0.47% 窶・/strong> 蜑肴律蟆丞ｹ・渚逋ｺ縺九ｉ縺ｮ蜀堺ｸ玖誠縲・荳・,000蜀・､ｧ蜿ｰ逶ｮ蜑阪°繧牙､ｧ蜿ｰ蜑ｲ繧後∈霆｢謠帙√Μ繧ｹ繧ｯ蝗樣∩荳ｻ蟆弱・螢ｲ繧雁━蜍｢螻髱｢
- 邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・蝣ｱ・昜ｸｭ譚ｱ蜀咲ｷ願ｿｫ縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩繝｢繝ｼ繝・窶・/strong> 邀ｳ霆阪′繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ繧呈判謦・・繧､繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ謾ｻ謦・匱陦ｨ縲∝､紋ｺ､繝励Ο繧ｻ繧ｹ縺九ｉ霆堺ｺ玖｡悟虚縺ｸ縺ｮ荳譎りｻ｢謠帙√Μ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ
- 繧ｽ繝輔ヨ繝舌Φ繧ｯG繝ｻ蜿､豐ｳ髮ｻ蟾･縺ｪ縺ｩ荳ｻ蜉帛｣ｲ繧奇ｼ・7譌･邀ｳ蜊雁ｰ惹ｽ捺ｪ螳蛾｣蜍・窶・/strong> 縺薙ｌ縺ｾ縺ｧ荳頑・縺碁｡戊送縺縺｣縺溷濠蟆惹ｽ薙・髮ｻ邱壽ｪ荳ｻ蜉帙↓蛻ｩ逶顔｢ｺ螳壼｣ｲ繧翫、I繝ｻ蜊雁ｰ惹ｽ馴未騾｣譬ｪ縺ｮ荳隗偵・荳譛榊ｱ髱｢
- 繧ｪ繝ｪ繧ｳ繝ｳ・・800・窺BO逋ｺ陦ｨ・昴Γ繝・ぅ繧｢・井ｸｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ邉ｻSPC・・27.58%繝励Ξ繝溘い繝 窶・/strong> 1譬ｪ1,332蜀・・雋ｷ莉俶悄髢・/29-7/9繝ｻ雋ｷ莉倅ｻ｣驥醍ｴ・09.37蜆・・縲・浹讌ｽ繝ｩ繝ｳ繧ｭ繝ｳ繧ｰ隱ｿ譟ｻ閠∬・縺ｮ髱槫・髢句喧・昜ｸｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せ縺ｮPE邉ｻMBO讓呎ｺ紋ｺ倶ｾ・/li>
- 繧ｷ繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ・域・遏･・牙ｭ蝉ｼ夂､ｾ蛹・窶・/strong> 蛹ｻ逋よｩ滄未謾ｯ謠ｴ繝ｻ險ｪ蝠冗恚隴ｷ繧ｹ繝・・繧ｷ繝ｧ繝ｳ繝ｻ莨∵･ｭ荳ｻ蟆主梛菫晁ご蝨偵・蟆ｱ蜉ｴ謾ｯ謠ｴ莠区･ｭ謇驕句霧縲∵・遏･繝峨Α繝翫Φ繝域姶逡･蠑ｷ蛹厄ｼ句慍蝓溷現逋ゅう繝ｳ繝輔Λ諡｡蜈・/li>
- IT荳ｭ蝣・Ο繝ｼ繝ｫ繧｢繝・・4莉ｶ蜷梧凾蜈ｬ陦ｨ 窶・/strong> SHINKO竊探AC・・AD繧ｳ繝ｳ繧ｵ繝ｫ・会ｼ輯WCC竊偵い繧ｯ繧ｷ繧ｪ隴ｲ貂｡・域ｨｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ・会ｼ上ン繧ｸ繝阪せ繝悶Ξ繧､繝ｳ竊偵す繧ｹ繝・Β繝ｯ繝ｳ・丞｣ｲ繧後ｋ繝阪ャ繝遺・繝代Ο繝・ヨ繝薙・繧ｯ縲！T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ繝ｻ繝｢繝舌う繝ｫ鬆伜沺縺ｮ蜷梧悄繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ
- 縺阪ｓ縺ｧ繧凪・蠑倬崕遉ｾTOB 3蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦・窶・/strong> 1譬ｪ11,501蜀・・+50.34%繝励Ξ繝溘い繝繝ｻ雋ｷ莉俶悄髢・/26-7/6繝ｻ雋ｷ蜿手ｦ乗ｨ｡邏・50蜆・・縲、I/DC髴隕∵僑螟ｧ荳九・髮ｻ險ｭ蟾･莠区･ｭ逡悟､ｧ蝙句・邱ｨ
- 螟ｧ蜷檎音谿企蕎竊呈擲蛹礼音谿企蕎TOB 9蝟ｶ讌ｭ譌･逶ｮ・気CC竊偵ず繝｢繝・ぅ繝ｼTOB 9蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦・窶・/strong> 蟇ｾ謚玲署譯亥・迴ｾ縺ｪ縺励・螳牙ｮ夐ｲ陦檎ｶ咏ｶ壹∝髄縺薙≧12-24繝ｶ譛医・蜷悟梛繝ｭ繝ｼ繝ｫ繧｢繝・・蜉騾溘・讒句峙
- 騾ｲ陦御ｸｭTOB 7荳ｦ襍ｰ・九が繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ縺ｫ諡｡螟ｧ 窶・/strong> PALTAC・・283・・43.16%・倶ｸ｡豈帙す繧ｹ繝・Β繧ｺ・・691・・21.78%・九き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦ・九≠繧薙＠繧謎ｿ晁ｨｼ+38.17%・九″繧薙〒繧凪・蠑倬崕遉ｾ・句､ｧ蜷娯・譚ｱ蛹礼音谿企蕎・気CC竊偵ず繝｢繝・ぅ繝ｼ・九が繝ｪ繧ｳ繝ｳMBO縲∵･ｭ諷区ｨｪ譁ｭ蜷梧悄荳ｦ襍ｰ縺ｮ邯咏ｶ壼ｱ髱｢
- NSSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ九Ρ繧ｳ繝ﾃ輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･ 窶・/strong> 邨梧ｸ亥ｮ牙・菫晞囿荳九・PE莉｣譖ｿ謠先｡医→譌･譛ｬ繧｢繧ｯ繝・ぅ繝薙ぜ繝隨ｬ3豕｢縺ｮ讓呎ｺ門ｮ溷漁蠖｢謌舌′莠碁㍾繝医Λ繝・け縺ｧ荳ｦ陦碁ｲ陦・/li>
譛ｬ譌･5/28・域惠・峨・縲御ｸｭ譚ｱ蜀咲ｷ願ｿｫ縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩逶ｸ蝣ｴ・貴BOﾃ怜現逋づ悠T縺ｮ3霆ｸ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ・矩ｲ陦御ｸｭTOB 7荳ｦ襍ｰ・九が繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ諡｡螟ｧ縲阪・荳牙ｱ､讒矩縲・strong>譌･邨悟ｹｳ蝮・ｵょ､64,693蜀・2驫ｭ・・306.29蜀・・0.47%・峨〒蜿崎誠縲ょ燕譌･5/27縺ｮ5譌･縺ｶ繧雁ｰ丞ｹ・渚逋ｺ・・3.32蜀・・64,999.41蜀・ｼ・/strong>縺九ｉ蜀阪・6荳・,000蜀・､ｧ蜿ｰ蜑ｲ繧後・strong>邀ｳ霆阪′譌･譛ｬ譎る俣28譌･譛昴↓繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ繧呈判謦・√う繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ繧呈判謦・＠縺溘％縺ｨ繧堤匱陦ｨ縺ｨ隍・焚豬ｷ螟悶Γ繝・ぅ繧｢縺悟ｱ縺倥ｋ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・繧貞女縺代√Μ繧ｹ繧ｯ蝗樣∩逶ｮ逧・・螢ｲ繧翫′蜆ｪ蜍｢縲・strong>縺薙ｌ縺ｾ縺ｧ荳頑・縺碁｡戊送縺縺｣縺溘た繝輔ヨ繝舌Φ繧ｯ繧ｰ繝ｫ繝ｼ繝励ｄ蜿､豐ｳ髮ｻ蟾･縺ｪ縺ｩ縺悟｣ｲ繧峨ｌ縲∝刈縺医※27譌･縺ｮ邀ｳ蜊雁ｰ惹ｽ捺ｪ螳峨・騾｣蜍募｣ｲ繧・/strong>縺ｧ蛟､縺後＆縺ｮAI繝ｻ蜊雁ｰ惹ｽ馴未騾｣譬ｪ縺ｮ荳隗偵↓蛻ｩ逶顔｢ｺ螳壼｣ｲ繧翫ゆｸ譁ｹ縲∝・螳牙渕隱ｿ閭梧勹縺ｫ閾ｪ蜍戊ｻ頑ｪ繝ｻ蝗ｽ逕｣鬟溷刀譬ｪ縺ｫ縺ｯ迚ｩ濶ｲ縺悟ｺ・′繧倶ｺ梧･ｵ蛹悶・/p>
隨ｬ2縺ｮ荳ｻ蠖ｹ縺ｯ譛ｬ譌･5/28縺ｮM&A髢｢騾｣譛螟ｧ繝医ヴ繝・け・昴が繝ｪ繧ｳ繝ｳ・・800・窺BO逋ｺ陦ｨ・九す繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ蟄蝉ｼ夂､ｾ蛹・/strong>縲・strong>(1)繧ｪ繝ｪ繧ｳ繝ｳMBO縺ｯ雋ｷ莉倩・′繝｡繝・ぅ繧｢・郁ｲｷ莉倡岼逧ТPC縲∽ｸｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ繝ｻ荳芽廠蝠・ｺ九げ繝ｫ繝ｼ繝励・繧ｪ繝ｪ繧ｳ繝ｳ邨悟霧髯｣縺悟・雉・ｼ峨・strong>蟆乗ｱ諱剃ｼ夐聞縺ｮ雉・肇邂｡逅・ｼ夂､ｾ繝ｪ繝医Ν繝昴Φ繝会ｼ医が繝ｪ繧ｳ繝ｳ譬ｪ36.21%菫晄怏遲・ｭ譬ｪ荳ｻ・・/strong>縺悟・蜷後〒螳滓命縲∬ｲｷ莉倅ｾ｡譬ｼ1譬ｪ1,332蜀・・+27.58%繝励Ξ繝溘い繝・亥燕譌･5/27邨ょ､1,044蜀・ｯ費ｼ峨∬ｲｷ莉倅ｺ亥ｮ壽焚821荳・,375譬ｪ・井ｸ矩剞390荳・,300譬ｪ・晄園譛牙牡蜷・0.20%・峨∬ｲｷ莉倅ｻ｣驥・strong>邏・09.37蜆・・
隨ｬ3縺ｮ荳ｻ蠖ｹ縺ｯIT荳ｭ蝣・そ繧ｯ繧ｿ繝ｼ縺ｮ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ4莉ｶ・狗ｶ咏ｶ啜OB 7荳ｦ襍ｰ・起SSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ九Ρ繧ｳ繝ﾃ輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･縲・strong>(a)SHINKO竊探AC蟄蝉ｼ夂､ｾ蛹・/strong>・・AD繧ｳ繝ｳ繧ｵ繝ｫ繝・ぅ繝ｳ繧ｰ・峨・strong>(b)SWCC・・805・俄・繧｢繧ｯ繧ｷ繧ｪ蜈ｨ譬ｪ蠑上ｒ讓ｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｫ隴ｲ貂｡・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ縲・崕邱夊｣ｽ騾縺ｮ莠区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ譛驕ｩ蛹厄ｼ峨・strong>(c)繝薙ず繝阪せ繝悶Ξ繧､繝ｳ螟ｪ逕ｰ譏ｭ蜥娯・繧ｷ繧ｹ繝・Β繝ｯ繝ｳ蟄蝉ｼ夂､ｾ蛹・/strong>・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ・峨・strong>(d)螢ｲ繧後ｋ繝阪ャ繝亥ｺ・相遉ｾ繧ｰ繝ｫ繝ｼ繝冷・繝代Ο繝・ヨ繝薙・繧ｯ蟄蝉ｼ夂､ｾ蛹・/strong>・医Δ繝舌う繝ｫ繧ｷ繧ｹ繝・Β・峨・strong>(e)邯咏ｶ啜OB 7荳ｦ襍ｰ・昴″繧薙〒繧凪・蠑倬崕遉ｾTOB 3蝟ｶ讌ｭ譌･逶ｮ・・1,501蜀・・+50.34%繝励Ξ繝溘い繝・会ｼ句､ｧ蜷檎音谿企蕎竊呈擲蛹礼音谿企蕎TOB 9蝟ｶ讌ｭ譌･逶ｮ・気CC竊偵ず繝｢繝・ぅ繝ｼTOB 9蝟ｶ讌ｭ譌･逶ｮ・輝ALTAC・・283・・43.16%・倶ｸ｡豈帙す繧ｹ繝・Β繧ｺ・・691・峨∩縺壹⊇+21.78%・九き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦEQT 3,000蜀・sLINE繝､繝輔・ﾃ励・繧､繝ｳ 3,232蜀・ｼ九≠繧薙＠繧謎ｿ晁ｨｼ・・183・唄BI+38.17%縲√％繧後↓繧ｪ繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ縺ｫ諡｡螟ｧ縲・strong>(f)NSSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ・/strong>・晏､也ぜ豕募ｱ雁・蜃ｦ逅・・隱ｿ謨ｴ邯咏ｶ壹・strong>(g)繝ｯ繧ｳ繝・・727・嘉輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･・昴い繧ｯ繝・ぅ繝薙ぜ繝隨ｬ3豕｢縺ｮ荳ｭ霆ｸ莠倶ｾ九→縺励※邯咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・/p>
- 譌･邨悟渚關ｽ-306.29蜀・・64,693.12蜀・・-0.47% 窶・/strong> 蜑肴律蟆丞ｹ・渚逋ｺ縺九ｉ縺ｮ蜀堺ｸ玖誠縲・荳・,000蜀・､ｧ蜿ｰ逶ｮ蜑阪°繧牙､ｧ蜿ｰ蜑ｲ繧後∈霆｢謠帙√Μ繧ｹ繧ｯ蝗樣∩荳ｻ蟆弱・螢ｲ繧雁━蜍｢螻髱｢
- 邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・蝣ｱ・昜ｸｭ譚ｱ蜀咲ｷ願ｿｫ縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩繝｢繝ｼ繝・窶・/strong> 邀ｳ霆阪′繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ繧呈判謦・・繧､繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ謾ｻ謦・匱陦ｨ縲∝､紋ｺ､繝励Ο繧ｻ繧ｹ縺九ｉ霆堺ｺ玖｡悟虚縺ｸ縺ｮ荳譎りｻ｢謠帙√Μ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ
- 繧ｽ繝輔ヨ繝舌Φ繧ｯG繝ｻ蜿､豐ｳ髮ｻ蟾･縺ｪ縺ｩ荳ｻ蜉帛｣ｲ繧奇ｼ・7譌･邀ｳ蜊雁ｰ惹ｽ捺ｪ螳蛾｣蜍・窶・/strong> 縺薙ｌ縺ｾ縺ｧ荳頑・縺碁｡戊送縺縺｣縺溷濠蟆惹ｽ薙・髮ｻ邱壽ｪ荳ｻ蜉帙↓蛻ｩ逶顔｢ｺ螳壼｣ｲ繧翫、I繝ｻ蜊雁ｰ惹ｽ馴未騾｣譬ｪ縺ｮ荳隗偵・荳譛榊ｱ髱｢
- 繧ｪ繝ｪ繧ｳ繝ｳ・・800・窺BO逋ｺ陦ｨ・昴Γ繝・ぅ繧｢・井ｸｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ邉ｻSPC・・27.58%繝励Ξ繝溘い繝 窶・/strong> 1譬ｪ1,332蜀・・雋ｷ莉俶悄髢・/29-7/9繝ｻ雋ｷ莉倅ｻ｣驥醍ｴ・09.37蜆・・縲・浹讌ｽ繝ｩ繝ｳ繧ｭ繝ｳ繧ｰ隱ｿ譟ｻ閠∬・縺ｮ髱槫・髢句喧・昜ｸｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せ縺ｮPE邉ｻMBO讓呎ｺ紋ｺ倶ｾ・/li>
- 繧ｷ繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ・域・遏･・牙ｭ蝉ｼ夂､ｾ蛹・窶・/strong> 蛹ｻ逋よｩ滄未謾ｯ謠ｴ繝ｻ險ｪ蝠冗恚隴ｷ繧ｹ繝・・繧ｷ繝ｧ繝ｳ繝ｻ莨∵･ｭ荳ｻ蟆主梛菫晁ご蝨偵・蟆ｱ蜉ｴ謾ｯ謠ｴ莠区･ｭ謇驕句霧縲∵・遏･繝峨Α繝翫Φ繝域姶逡･蠑ｷ蛹厄ｼ句慍蝓溷現逋ゅう繝ｳ繝輔Λ諡｡蜈・/li>
- IT荳ｭ蝣・Ο繝ｼ繝ｫ繧｢繝・・4莉ｶ蜷梧凾蜈ｬ陦ｨ 窶・/strong> SHINKO竊探AC・・AD繧ｳ繝ｳ繧ｵ繝ｫ・会ｼ輯WCC竊偵い繧ｯ繧ｷ繧ｪ隴ｲ貂｡・域ｨｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ・会ｼ上ン繧ｸ繝阪せ繝悶Ξ繧､繝ｳ竊偵す繧ｹ繝・Β繝ｯ繝ｳ・丞｣ｲ繧後ｋ繝阪ャ繝遺・繝代Ο繝・ヨ繝薙・繧ｯ縲！T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ繝ｻ繝｢繝舌う繝ｫ鬆伜沺縺ｮ蜷梧悄繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ
- 縺阪ｓ縺ｧ繧凪・蠑倬崕遉ｾTOB 3蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦・窶・/strong> 1譬ｪ11,501蜀・・+50.34%繝励Ξ繝溘い繝繝ｻ雋ｷ莉俶悄髢・/26-7/6繝ｻ雋ｷ蜿手ｦ乗ｨ｡邏・50蜆・・縲、I/DC髴隕∵僑螟ｧ荳九・髮ｻ險ｭ蟾･莠区･ｭ逡悟､ｧ蝙句・邱ｨ
- 螟ｧ蜷檎音谿企蕎竊呈擲蛹礼音谿企蕎TOB 9蝟ｶ讌ｭ譌･逶ｮ・気CC竊偵ず繝｢繝・ぅ繝ｼTOB 9蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦・窶・/strong> 蟇ｾ謚玲署譯亥・迴ｾ縺ｪ縺励・螳牙ｮ夐ｲ陦檎ｶ咏ｶ壹∝髄縺薙≧12-24繝ｶ譛医・蜷悟梛繝ｭ繝ｼ繝ｫ繧｢繝・・蜉騾溘・讒句峙
- 騾ｲ陦御ｸｭTOB 7荳ｦ襍ｰ・九が繝ｪ繧ｳ繝ｳMBO霑ｽ蜉縺ｧ8荳ｦ襍ｰ縺ｫ諡｡螟ｧ 窶・/strong> PALTAC・・283・・43.16%・倶ｸ｡豈帙す繧ｹ繝・Β繧ｺ・・691・・21.78%・九き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦ・九≠繧薙＠繧謎ｿ晁ｨｼ+38.17%・九″繧薙〒繧凪・蠑倬崕遉ｾ・句､ｧ蜷娯・譚ｱ蛹礼音谿企蕎・気CC竊偵ず繝｢繝・ぅ繝ｼ・九が繝ｪ繧ｳ繝ｳMBO縲∵･ｭ諷区ｨｪ譁ｭ蜷梧悄荳ｦ襍ｰ縺ｮ邯咏ｶ壼ｱ髱｢
- NSSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ九Ρ繧ｳ繝ﾃ輸VI 6/25邱丈ｼ壹∪縺ｧ谿九ｊ19蝟ｶ讌ｭ譌･ 窶・/strong> 邨梧ｸ亥ｮ牙・菫晞囿荳九・PE莉｣譖ｿ謠先｡医→譌･譛ｬ繧｢繧ｯ繝・ぅ繝薙ぜ繝隨ｬ3豕｢縺ｮ讓呎ｺ門ｮ溷漁蠖｢謌舌′莠碁㍾繝医Λ繝・け縺ｧ荳ｦ陦碁ｲ陦・/li>
- 繧ｷ繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ・域・遏･・牙ｭ蝉ｼ夂､ｾ蛹・窶・/strong> 蛹ｻ逋よｩ滄未謾ｯ謠ｴ繝ｻ險ｪ蝠冗恚隴ｷ繧ｹ繝・・繧ｷ繝ｧ繝ｳ繝ｻ莨∵･ｭ荳ｻ蟆主梛菫晁ご蝨偵・蟆ｱ蜉ｴ謾ｯ謠ｴ莠区･ｭ謇驕句霧縲∵・遏･繝峨Α繝翫Φ繝域姶逡･蠑ｷ蛹厄ｼ句慍蝓溷現逋ゅう繝ｳ繝輔Λ諡｡蜈・/li>
陬ｽ騾讌ｭ
縲悟､ｧ蜷檎音谿企蕎竊呈擲蛹礼音谿企蕎TOB 9蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦鯉ｼ・譬ｪ4,491蜀・・+95.01%繝励Ξ繝溘い繝繝ｻ蜿門ｾ礼ｷ城｡・6.94蜆・・繝ｻ蟇ｾ謚玲署譯亥・迴ｾ縺ｪ縺礼ｶ咏ｶ夲ｼ会ｼ起SSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ晏､也ぜ豕募ｱ雁・蜃ｦ逅・・隱ｿ謨ｴ邯咏ｶ夲ｼ鬼WCC・・805・俄・繧｢繧ｯ繧ｷ繧ｪ繧呈ｨｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｫ隴ｲ貂｡・晞崕邱壹・髮ｻ邱夊｣ｽ蜩∝､ｧ謇九・莠区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ譛驕ｩ蛹厄ｼ狗ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ繧貞女縺代◆蜿､豐ｳ髮ｻ蟾･繝ｻ繧ｽ繝輔ヨ繝舌Φ繧ｯG遲峨・蜊雁ｰ惹ｽ薙・髮ｻ邱壽ｪ荳ｻ蜉帙↓蛻ｩ逶顔｢ｺ螳壼｣ｲ繧奇ｼ・7譌･邀ｳ蜊雁ｰ惹ｽ捺ｪ螳峨・騾｣蜍募｣ｲ繧翫阪り｣ｽ騾讌ｭ蜀・Κ縺ｧ縲檎音谿企蕎TOB邯咏ｶ夐ｲ陦古礼ｵ梧ｸ亥ｮ我ｿ抉E莉｣譖ｿ謠先｡暗鈴崕邱壼､ｧ謇九・髱樔ｸｭ譬ｸ莠区･ｭ蛻・屬ﾃ嶺ｸｭ譚ｱ邱願ｿｫ荳九・蜊雁ｰ惹ｽ薙・髮ｻ邱壽ｪ螢ｲ繧翫阪・4霆ｸ縺悟酔譎ゆｸｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
| 騾ｲ謐・/th> | 5譛・8譌･・域怦・欝OB髢句ｧ九°繧画悽譌･5/28縺・strong>9蝟ｶ讌ｭ譌･逶ｮ縲りｲｷ莉俶悄髢・譛・9譌･縺ｾ縺ｧ谿・1蝟ｶ讌ｭ譌･縲∵ｱｺ貂磯幕蟋・譛・譌･縲ょｯｾ謚玲署譯医・繧ｫ繧ｦ繝ｳ繧ｿ繝ｼ繝薙ャ繝繝ｼ蜃ｺ迴ｾ蝣ｱ縺ｪ縺礼ｶ咏ｶ・/td> |
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| 蜿門ｼ墓ｧ矩 | 雋ｷ莉倅ｾ｡譬ｼ1譬ｪ4,491蜀・/strong>・亥燕蝟ｶ讌ｭ譌･邨ょ､2,303蜀・↓蟇ｾ縺・strong>+95.01%繝励Ξ繝溘い繝・峨∬ｲｷ莉倡ｷ城｡・strong>邏・6.94蜆・・縲よ里菫晄怏34.32%縲ゝOB謌千ｫ句ｾ後せ繧ｯ繧､繝ｼ繧ｺ繧｢繧ｦ繝医〒螳悟・蟄蝉ｼ夂､ｾ蛹問・譚ｱ蛹礼音谿企蕎荳雁ｴ蟒・ｭ｢莠亥ｮ・/td> |
| 騾ｲ陦檎憾豕・/th> | 蟯｡隹ｷ驪ｼ讖溘・譚ｱ莠ｬ遯ｯ讌ｭ繝ｻ蜈蛾壻ｿ｡邉ｻ蛻嶺ｼ∵･ｭ蜷郁ｨ・9.61%縺ｯ髱槫ｿ懷供繝ｻ譚ｱ蛹礼音谿企蕎縺ｮ閾ｪ蟾ｱ譬ｪ蜿門ｾ暦ｼ育ｴ・12蜆・・・峨↓蠢懷供莠亥ｮ壹・蜷域э騾壹ｊ騾ｲ陦後よ悽譌･5/28縺ｮ荳ｭ譚ｱ邱願ｿｫ荳九Μ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｧ繧よ擲蛹礼音谿企蕎譬ｪ萓｡縺ｯTOB萓｡譬ｼ霑題ｾｺ縺ｧ蠎募・￥謗ｨ遘ｻ縲∬ｲｷ莉倅ｸ矩剞縺ｮ螳牙ｮ壽ｧ邯咏ｶ・/td> |
| 讌ｭ逡梧ｳ｢蜿・/th> | EV蛹悶ｒ逹ｨ繧薙□迚ｹ谿企蕎縺ｮ遶ｶ莠牙鴨蠑ｷ蛹邦&A縲∵悽譌･5/28縺ｮ荳ｭ譚ｱ諠・兇蜀咲ｷ願ｿｫ螻髱｢縺ｧ繧ゅΞ繧｢繧｢繝ｼ繧ｹ繝ｻ迚ｹ谿企蕎繧ｵ繝励Λ繧､繝√ぉ繝ｼ繝ｳ縺ｮ荳ｭ譛溷ｮ牙ｮ壼喧繝医Ξ繝ｳ繝峨・螟峨ｏ繧峨★縲∝髄縺薙≧12-24繝ｶ譛医〒蜷悟梛縺ｮ螟ｧ蜷檎ｳｻ繝ｻ譌･譛ｬ邊ｾ邱夂ｳｻ繝ｻ逾樊虻陬ｽ驪ｼ邉ｻ縺ｮ迚ｹ谿企蕎繧ｰ繝ｫ繝ｼ繝怜・蜀咲ｷｨ蜉騾溘・讒句峙邯咏ｶ・/td> |
譌･譛ｬ逕｣讌ｭ謗ｨ騾ｲ讖滓ｧ具ｼ・SSK・峨′1譬ｪ11,751蜀・ｻ･荳・/strong>縺ｧ縺ｮ蜈ｨ譬ｪ蠑丞叙蠕励ｒ逶ｮ謖・☆蛻晄悄謠先｡医ｒ陦ｨ譏弱＠縺溷ｾ後・縲・譛井ｸｭ譌ｬ繧√←隧ｳ邏ｰ髢狗､ｺ縲堺ｺ亥相縺ｯ縲∵悽譌･5/28繧・strong>譛ｪ髢狗､ｺ縺ｮ縺ｾ縺ｾ蜈ｬ遉ｺ驕・ｻｶ縺檎ｶ咏ｶ・/strong>縲・BK繝代・繝医リ繝ｼ繧ｺ縺ｸ縺ｮ謾ｿ蠎懆ｲｷ蜿惹ｸｭ豁｢蜍ｧ蜻奇ｼ・/22縲∝､也ぜ豕輔・邨梧ｸ亥ｮ牙・菫晞囿・牙ｾ後↓NSSK縺後・繝ｯ繧､繝医リ繧､繝医〒謠先｡医∈遘ｻ陦後＠縺溽ｵ檎ｷｯ縺ｨ縲∵隼豁｣螟也ぜ豕穂ｸ九〒縺ｮ蛻昴・荳ｭ豁｢蜍ｧ蜻贋ｺ倶ｾ九・邯夂ｷｨ縺ｨ縺励※縺ｮ螟也ぜ豕募ｱ雁・蜃ｦ逅・・隱ｿ謨ｴ縺碁聞譛溷喧縲・strong>譛ｬ譌･5/28縺ｮ荳ｭ譚ｱ諠・兇蜀咲ｷ願ｿｫ螻髱｢縺ｧ繧ゅΞ繝舌Ξ繝・ず隱ｿ驕皮腸蠅・・讒矩縺ｯ螟峨ｏ繧峨★縲・亟陦幄｣・ｙ蜩・未騾｣莠区･ｭ繧呈干縺医ｋ迚ｧ驥弱ヵ繝ｩ繧､繧ｹ譯井ｻｶ縺ｸ縺ｮ螟也ぜ豕墓・驥榊ｯｩ譟ｻ繧ｹ繧ｿ繝ｳ繧ｹ縺ｯ邯咏ｶ壹・strong>縲檎ｵ梧ｸ亥ｮ牙・菫晞囿 ﾃ・PE雋ｷ蜿弱阪・讓呎ｺ門ｮ溷漁蠖｢謌・/strong>縺ｮ繝・せ繝医こ繝ｼ繧ｹ縺ｨ縺励※譛ｬ騾ｱ荳ｭ縺ｮ蜈ｬ遉ｺ繧ｿ繧､繝溘Φ繧ｰ繧堤ｶ咏ｶ壽ｳｨ隕悶・/p>
| 蜿門ｼ墓ｧ矩 | SWCC・域立譏ｭ蜥碁崕邱唏D縲・崕邱壹・髮ｻ邱夊｣ｽ蜩∝､ｧ謇具ｼ峨′蟄蝉ｼ夂､ｾ縺ｮ繧｢繧ｯ繧ｷ繧ｪ・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ・峨・蜈ｨ譬ｪ蠑上ｒ讓ｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｫ隴ｲ貂｡縺ｨ譛ｬ譌･5/28蜈ｬ陦ｨ縲る崕邱夊｣ｽ騾譛ｬ讌ｭ縺ｫ邨悟霧雉・ｺ舌ｒ髮・ｸｭ縺輔○繧・strong>莠区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ譛驕ｩ蛹・/strong>縺ｮ荳迺ｰ |
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| 讌ｭ逡悟性諢・/th> | (a)髮ｻ邱夊｣ｽ騾螟ｧ謇凝悠T蟄蝉ｼ夂､ｾ縺ｮ髱樔ｸｭ譬ｸ莠区･ｭ蛻・屬・昜ｼ晉ｵｱ陬ｽ騾讌ｭ縺ｮ繧ｳ繝ｳ繧ｰ繝ｭ繝槭Μ繝・ヨ繝・ぅ繧ｹ繧ｫ繧ｦ繝ｳ繝亥悸邵ｮ・区悽讌ｭ髮・ｸｭ蛹悶ヨ繝ｬ繝ｳ繝峨・邯咏ｶ壻ｺ倶ｾ九・b)雋ｷ縺・焔縺ｮ讓ｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｯIT讖溷勣繝ｬ繝ｳ繧ｿ繝ｫ荳ｭ蝣・ｼ紀T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ莠区･ｭ縺ｮ蜿悶ｊ霎ｼ縺ｿ縺ｧ繝上う繝悶Μ繝・ラ蝙紀T蝠・攝繝励Λ繝・ヨ繝輔か繝ｼ繝蛹・/strong>謌ｦ逡･縲・c)MASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲御ｼ晉ｵｱ陬ｽ騾讌ｭﾃ悠T蟄蝉ｼ夂､ｾ蛻・屬縲庚&A縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝・/strong> |
譛ｬ譌･5/28縺ｯ邀ｳ霆阪′繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ繧呈判謦・√う繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ謾ｻ謦・匱陦ｨ縺ｨ隍・焚豬ｷ螟悶Γ繝・ぅ繧｢縺悟ｱ縺倥ｋ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・蝣ｱ繧貞女縺代√Μ繧ｹ繧ｯ蝗樣∩逶ｮ逧・・螢ｲ繧翫′蜆ｪ蜍｢縲ょ燕譌･5/27縺ｾ縺ｧ縺ｮ荳頑・縺碁｡戊送縺縺｣縺・strong>繧ｽ繝輔ヨ繝舌Φ繧ｯ繧ｰ繝ｫ繝ｼ繝励・蜿､豐ｳ髮ｻ蟾･繝ｻ譚ｱ莠ｬ繧ｨ繝ｬ繧ｯ繝医Ο繝ｳ繝ｻ繧｢繝峨ヰ繝ｳ繝・せ繝育ｭ峨・蜊雁ｰ惹ｽ薙・髮ｻ邱壽ｪ荳ｻ蜉・/strong>縺ｫ蛻ｩ逶顔｢ｺ螳壼｣ｲ繧翫′豕｢蜿翫ょ燕譌･5/27縺ｮ邀ｳ蜊雁ｰ惹ｽ捺ｪ螳峨・騾｣蜍募｣ｲ繧翫ｂ蛟､縺後＆縺ｮAI繝ｻ蜊雁ｰ惹ｽ馴未騾｣譬ｪ縺ｮ荳隗偵↓蠖ｱ髻ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ(a)蜊雁ｰ惹ｽ楢｣ｽ騾陬・ｽｮ荳ｭ蝣・・b)髮ｻ邱壹・迚ｹ谿企蕎繧ｵ繝励Λ繧､繝√ぉ繝ｼ繝ｳ荳ｭ蝣・・c)繝代Ρ繝ｼ蜊雁ｰ惹ｽ薙・GaN/SiC髢｢騾｣荳ｭ蝣・・d)AI/DC髢｢騾｣髮ｻ貅舌・蜀ｷ蜊ｴ險ｭ蛯吩ｸｭ蝣・/strong>縺ｮ4霆ｸ縺ｮ荳ｭ譛溘ヨ繝ｬ繝ｳ繝峨・螟峨ｏ繧峨★縲∵悽譌･縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｯ遏ｭ譛溽噪隱ｿ謨ｴ縺ｨ蛻､譁ｭ縲∝髄縺薙≧12-24繝ｶ譛医・繝ｭ繝ｼ繝ｫ繧｢繝・・蜉騾溷渕隱ｿ縺ｯ邯咏ｶ壹・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ陬ｽ騾讌ｭ繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲檎音谿企蕎TOB 9蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦鯉ｼ起SSK竊堤鴬驥弱ヵ繝ｩ繧､繧ｹ蜈ｬ遉ｺ驕・ｻｶ邯咏ｶ夲ｼ鬼WCC竊偵い繧ｯ繧ｷ繧ｪ隴ｲ貂｡・狗ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ荳九・蜊雁ｰ惹ｽ薙・髮ｻ邱壽ｪ螢ｲ繧翫・/strong>縺ｮ4霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)迚ｹ谿企蕎繧ｰ繝ｫ繝ｼ繝怜・蜀咲ｷｨﾃ輸I/DC髴隕∵ｧ矩縲・b)髮ｻ邱壹・髮ｻ邱夊｣ｽ蜩∝､ｧ謇九・髱樔ｸｭ譬ｸ莠区･ｭ蛻・屬縲・c)邨梧ｸ亥ｮ牙・菫晞囿荳九・PE莉｣譖ｿ謠先｡域ｨ呎ｺ門ｮ溷漁縲・d)繝代Ρ繝ｼ蜊雁ｰ惹ｽ薙・GaN/SiC髢｢騾｣荳ｭ蝣・/strong>縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶よ悽譌･5/28縺ｮ荳ｭ譚ｱ諠・兇蜀咲ｷ願ｿｫ・狗ｱｳ蜊雁ｰ惹ｽ捺ｪ螳蛾｣蜍輔・遏ｭ譛溽噪隱ｿ謨ｴ縺ｨ縺励※謨ｴ逅・∽ｸｭ譛溘ヨ繝ｬ繝ｳ繝峨・螟峨ｏ繧峨★縲・/p>
IT繝ｻ繧ｽ繝輔ヨ繧ｦ繧ｧ繧｢
縲栗T荳ｭ蝣・そ繧ｯ繧ｿ繝ｼ縺ｧ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ4莉ｶ蜷梧凾蜈ｬ陦ｨ・抓HINKO竊探AC・・AD繧ｳ繝ｳ繧ｵ繝ｫ・会ｼ輯WCC・・805・俄・繧｢繧ｯ繧ｷ繧ｪ隴ｲ貂｡・域ｨｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縲！T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ・会ｼ上ン繧ｸ繝阪せ繝悶Ξ繧､繝ｳ螟ｪ逕ｰ譏ｭ蜥娯・繧ｷ繧ｹ繝・Β繝ｯ繝ｳ・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ・会ｼ丞｣ｲ繧後ｋ繝阪ャ繝亥ｺ・相遉ｾ繧ｰ繝ｫ繝ｼ繝冷・繝代Ο繝・ヨ繝薙・繧ｯ・医Δ繝舌う繝ｫ繧ｷ繧ｹ繝・Β・会ｼ扞T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ繝ｻ繝｢繝舌う繝ｫ鬆伜沺縺ｮ蜷梧悄繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ・九き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦEQT 3,000蜀・sLINE繝､繝輔・ﾃ励・繧､繝ｳ 3,232蜀・′莉企ｱ蠕悟濠繝､繝槫ｴ邯咏ｶ夲ｼ昜ｾ｡譬ｼ蟾ｮ7.7%繝ｻ繝槭・繧ｱ繝・ヨ繝√ぉ繝・け譚｡鬆・ｸ九・蜆ｪ蜈井ｺ､貂牙・豎ｺ螳壹′莉企ｱ蠕悟濠縺ｫ髮・ｸｭ縲阪・T讌ｭ逡悟・驛ｨ縺ｧ縲栗T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ荳ｭ蝣・Ο繝ｼ繝ｫ繧｢繝・・4莉ｶﾃ怜､ｧ蝙倶ｺ牙･ｪ謌ｦ邯咏ｶ壹阪・莠碁㍾讒矩縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
| (a) SHINKO竊探AC | CAD繧ｳ繝ｳ繧ｵ繝ｫ繝・ぅ繝ｳ繧ｰ莠区･ｭ縺ｮTAC繧担HINKO縺悟ｭ蝉ｼ夂､ｾ蛹悶り｣ｽ騾讌ｭ蜷代￠CAD/CAM繝ｻ3D險ｭ險医さ繝ｳ繧ｵ繝ｫ荳ｭ蝣・・蜿悶ｊ霎ｼ縺ｿ縲・strong>陬ｽ騾DX鬆伜沺縺ｮ繝ｭ繝ｼ繝ｫ繧｢繝・・莠倶ｾ・/td> |
|---|---|
| (b) SWCC竊偵い繧ｯ繧ｷ繧ｪ隴ｲ貂｡ | SWCC・・805縲・崕邱夊｣ｽ騾螟ｧ謇具ｼ峨′IT繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ蟄蝉ｼ夂､ｾ繧｢繧ｯ繧ｷ繧ｪ縺ｮ蜈ｨ譬ｪ蠑上ｒ讓ｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｫ隴ｲ貂｡縺ｨ譛ｬ譌･5/28蜈ｬ陦ｨ縲る崕邱壽悽讌ｭ髮・ｸｭ縺ｮ莠区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ譛驕ｩ蛹・/strong>縲∬ｲｷ縺・焔縺ｮ讓ｪ豐ｳ繝ｬ繝ｳ繧ｿ繝ｻ繝ｪ繝ｼ繧ｹ縺ｯIT讖溷勣繝ｬ繝ｳ繧ｿ繝ｫ・紀T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ縺ｮ繝上う繝悶Μ繝・ラ蝙九・繝ｩ繝・ヨ繝輔か繝ｼ繝蛹・/strong>謌ｦ逡･ |
| (c) 繝薙ず繝阪せ繝悶Ξ繧､繝ｳ螟ｪ逕ｰ譏ｭ蜥娯・繧ｷ繧ｹ繝・Β繝ｯ繝ｳ | 繝薙ず繝阪せ繝悶Ξ繧､繝ｳ螟ｪ逕ｰ譏ｭ蜥鯉ｼ井ｸｭ蝣・ｼ夊ｨ・T繝ｻ繧ｳ繝ｳ繧ｵ繝ｫ・・/strong>縺後す繧ｹ繝・Β繝ｯ繝ｳ・・T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ・峨ｒ蟄蝉ｼ夂､ｾ蛹悶ゆｼ夊ｨ・Tﾃ祐Ier縺ｮ邨ｱ蜷医〒讌ｭ蜍吶す繧ｹ繝・Βﾃ祐I繧ｵ繝ｼ繝薙せ縺ｮ繝ｯ繝ｳ繧ｹ繝医ャ繝怜喧謌ｦ逡･ |
| (d) 螢ｲ繧後ｋ繝阪ャ繝亥ｺ・相遉ｾ竊偵ヱ繝ｭ繝・ヨ繝薙・繧ｯ | 螢ｲ繧後ｋ繝阪ャ繝亥ｺ・相遉ｾ繧ｰ繝ｫ繝ｼ繝励′繝代Ο繝・ヨ繝薙・繧ｯ・医Δ繝舌う繝ｫ繧ｷ繧ｹ繝・Β・・/strong>繧貞ｭ蝉ｼ夂､ｾ蛹悶ゅΔ繝舌う繝ｫ蠎・相ﾃ励Δ繝舌う繝ｫ繧ｷ繧ｹ繝・Β髢狗匱縺ｮ蝙ら峩邨ｱ蜷医・strong>D2C/EC鬆伜沺縺ｮ繝｢繝舌う繝ｫ荳豌鈴夊ｲｫ謌ｦ逡･ |
縺薙・蜷梧律4莉ｶ蜷梧凾蜈ｬ陦ｨ縺ｯ縲！T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ繝ｻ繝｢繝舌う繝ｫ鬆伜沺縺ｮ荳ｭ蝣・・繝ｬ繧､繝､繝ｼ遶ｶ蜷域ｧ矩蛹厄ｼ昴Ο繝ｼ繝ｫ繧｢繝・・髮・ｸｭ螻髱｢繧定ｱ｡蠕ｴ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲栗T繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ荳ｭ蝣・佑AD/讌ｭ蜍吶す繧ｹ繝・Β/SES/繝｢繝舌う繝ｫ縲・/strong>縺ｮ4繧ｸ繝｣繝ｳ繝ｫ讓ｪ譁ｭ繝ｭ繝ｼ繝ｫ繧｢繝・・縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
| 蜿門ｼ墓ｧ矩・亥・謗ｲ・・/th> | EQT・・譬ｪ3,000蜀・・雋ｷ蜿守ｷ城｡咲ｴ・,900蜆・・繝ｻ繧ｫ繧ｫ繧ｯ繧ｳ繝蜿也ｷ蠖ｹ莨・/11雉帛酔陦ｨ譏・vs LINE繝､繝輔・ﾃ励・繧､繝ｳ・・譬ｪ3,000蜀・・1譬ｪ3,232蜀・ｼ・/13謾ｹ螳壽署譯医・232蜀・・+7.73%・峨ゅき繧ｫ繧ｯ繧ｳ繝蜿也ｷ蠖ｹ莨壹・繝槭・繧ｱ繝・ヨ繝√ぉ繝・け譚｡鬆・ｸ九〒荳｡閠・ｯ碑ｼ・､懆ｨ惹ｸｭ |
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| 騾ｲ謐・/th> | 譛ｬ譌･5/28縺ｯ繧ｫ繧ｫ繧ｯ繧ｳ繝蜿也ｷ蠖ｹ莨壹・蜆ｪ蜈井ｺ､貂牙・豎ｺ螳壹′莉企ｱ蠕悟濠5/28-30縺ｫ髮・ｸｭ縺ｮ繝､繝槫ｴ螻髱｢縺檎ｶ咏ｶ壹よ隼豁｣TOB隕丞援・・/1譁ｽ陦鯉ｼ我ｸ九〒縺ｮ蛻昴・譛ｬ譬ｼTOB蜷域姶縺ｮ豎ｺ逹谿ｵ髫弱・strong>鬟溘∋繝ｭ繧ｰ驕句霧縺ｮ荳ｭ蝣・・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・縺ｮ髱槫・髢句喧繧ｹ繧ｭ繝ｼ繝豎ｺ螳壹′讌ｭ逡悟・菴薙∈縺ｮ豕｢蜿雁柑譫懊ｒ逋ｺ逕溘＆縺帙ｋ讒句峙 |
| 讌ｭ逡悟性諢・/th> | (a)謾ｹ豁｣TOB隕丞援荳九・讓呎ｺ門ｮ溷漁蠖｢謌・/strong>縺ｮ繝・せ繝医こ繝ｼ繧ｹ縲・b)繝槭・繧ｱ繝・ヨ繝√ぉ繝・け譚｡鬆・・螳溷柑逧・°逕ｨ縺ｮ讌ｭ逡悟渕貅門ｽ｢謌舌・c)谺ｧ蟾霸E邉ｻﾃ玲律譛ｬ繝阪ャ繝井ｼ∵･ｭﾃ礼ｱｳPE+譌･譛ｬ繝・ャ繧ｯ騾｣蜷医・荳芽ｻｸ遶ｶ蜷域ｧ矩縲・d)MASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲御ｸｭ蝣・・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・ﾃ猶E/謌ｦ逡･雋ｷ蜿主呵｣懊・遶ｶ莠画ｧ矩縲・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝・/td> |
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮIT繝ｻ繧ｽ繝輔ヨ繧ｦ繧ｧ繧｢繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲栗T荳ｭ蝣・Ο繝ｼ繝ｫ繧｢繝・・4莉ｶ蜷梧凾蜈ｬ陦ｨ・九き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦ莉企ｱ蠕悟濠繝､繝槫ｴ邯咏ｶ壹・/strong>縺ｮ莠碁㍾讒矩縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)IT繧ｽ繝ｪ繝･繝ｼ繧ｷ繝ｧ繝ｳ荳ｭ蝣・佑AD/讌ｭ蜍吶す繧ｹ繝・Β/SES/繝｢繝舌う繝ｫ縺ｮ4繧ｸ繝｣繝ｳ繝ｫ讓ｪ譁ｭ繝ｭ繝ｼ繝ｫ繧｢繝・・縲・b)荳ｭ蝣・・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・ﾃ猶E/謌ｦ逡･雋ｷ蜿主呵｣懊・遶ｶ莠画ｧ矩縲・c)莨晉ｵｱ陬ｽ騾讌ｭﾃ悠T蟄蝉ｼ夂､ｾ蛻・屬・・WCC竊偵い繧ｯ繧ｷ繧ｪ蝙具ｼ峨・d)謾ｹ豁｣TOB隕丞援荳九・讓呎ｺ門ｮ溷漁蠖｢謌・/strong>縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・strong>蜷梧律4莉ｶ縺ｮIT荳ｭ蝣・Ο繝ｼ繝ｫ繧｢繝・・髮・ｸｭ縺ｯ荳ｭ蝣・T蟶ょｴ縺ｮM&A蜉騾溘・雎｡蠕ｴ繧ｷ繧ｰ繝翫Ν縲・/p>
蟆丞｣ｲ繝ｻ豸郁ｲｻ雋｡
縲後が繝ｪ繧ｳ繝ｳ・・800・窺BO逋ｺ陦ｨ・昴Γ繝・ぅ繧｢・井ｸｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ邉ｻSPC・句ｰ乗ｱ諱剃ｼ夐聞縺ｮ繝ｪ繝医Ν繝昴Φ繝牙・蜷鯉ｼ峨′1譬ｪ1,332蜀・・+27.58%繝励Ξ繝溘い繝繝ｻ雋ｷ莉俶悄髢・/29-7/9繝ｻ雋ｷ莉倅ｻ｣驥醍ｴ・09.37蜆・・・晞浹讌ｽ繝ｩ繝ｳ繧ｭ繝ｳ繧ｰ隱ｿ譟ｻ閠∬・縺ｮ髱槫・髢句喧・昜ｸｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せ縺ｮPE邉ｻMBO讓呎ｺ紋ｺ倶ｾ具ｼ輝ALTAC・・283・欝OB邯咏ｶ夲ｼ晄ｵ・壹・蛹ｻ阮ｬ蜩∝査縺ｮ荳ｭ蝣・・邱ｨ・九け繝ｪ繧ｨ繧､繝・D繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ竊偵ｄ縺翫・縺擾ｼ磯｣溷刀繧ｹ繝ｼ繝代・・臥ｶ咏ｶ夲ｼ偽-NEXT HOLDINGS竊竪oHands・医い繝九Γ蛻ｶ菴懶ｼ臥ｶ咏ｶ壹阪よｶ郁ｲｻ雋｡繝ｻ諠・ｱ繧ｵ繝ｼ繝薙せ蜀・Κ縺ｧ縲御ｸｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せMBOﾃ玲ｵ・壼査TOBﾃ鈴｣溷刀繧ｹ繝ｼ繝代・ﾃ励さ繝ｳ繝・Φ繝・宛菴懊阪・4霆ｸ荳ｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
| 蜿門ｼ墓ｧ矩 | 雋ｷ莉倩・・繝｡繝・ぅ繧｢・郁ｲｷ莉倡岼逧ТPC縲・strong>荳ｸ縺ｮ蜀・く繝｣繝斐ち繝ｫ繝ｻ荳芽廠蝠・ｺ九げ繝ｫ繝ｼ繝励・繧ｪ繝ｪ繧ｳ繝ｳ邨悟霧髯｣縺悟・雉・ｼ峨・strong>蟆乗ｱ諱剃ｼ夐聞縺ｮ雉・肇邂｡逅・ｼ夂､ｾ繝ｪ繝医Ν繝昴Φ繝会ｼ医が繝ｪ繧ｳ繝ｳ譬ｪ36.21%菫晄怏遲・ｭ譬ｪ荳ｻ・・/strong>縺悟・蜷後〒螳滓命縲りｲｷ莉倅ｾ｡譬ｼ1譬ｪ1,332蜀・/strong>・亥燕譌･5/27邨ょ､1,044蜀・ｯ・strong>+27.58%繝励Ξ繝溘い繝・峨∬ｲｷ莉倅ｺ亥ｮ壽焚821荳・,375譬ｪ・井ｸ矩剞390荳・,300譬ｪ・晄園譛牙牡蜷・0.20%・峨∬ｲｷ莉倅ｻ｣驥・strong>邏・09.37蜆・・ |
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| 繧ｹ繧ｱ繧ｸ繝･繝ｼ繝ｫ | 雋ｷ莉俶悄髢・strong>5譛・9譌･縲・譛・譌･繝ｻ30蝟ｶ讌ｭ譌･縲∵ｱｺ貂磯幕蟋・strong>7譛・6譌･縲・027蟷ｴ3譛域悄譛滓忰荳諡ｬ驟榊ｽ薙・隕矩√ｊ譁ｹ驥・/td> |
| 閭梧勹繝ｻ逶ｮ逧・/th> | 縲碁撼蜈ｬ髢句喧縺ｫ繧医ｊ邨悟霧蝓ｺ逶､蠑ｷ蛹悶→諢乗晄ｱｺ螳夊ｿ・溷喧縲√ョ繧ｸ繧ｿ繝ｫ鬆伜沺繝ｻ繧ｰ繝ｭ繝ｼ繝舌Ν螻暮幕蠑ｷ蛹悶∽ｸｭ髟ｷ譛滉ｼ∵･ｭ萓｡蛟､蜷台ｸ翫ｒ逶ｮ謖・☆縲・/strong>・晞浹讌ｽ繝ｩ繝ｳ繧ｭ繝ｳ繧ｰ隱ｿ譟ｻ繝ｻ繧ｳ繝ｳ繝・Φ繝・ｪｿ譟ｻ縺ｮ閠∬・荳ｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せ縺ｮPE邉ｻMBO讓呎ｺ悶せ繧ｭ繝ｼ繝縲√Μ繝医Ν繝昴Φ繝峨・TOB謌千ｫ句ｾ後↓繝｡繝・ぅ繧｢縺ｸ蜀榊・雉・ｺ亥ｮ・/td> |
| 讌ｭ逡悟性諢・/th> | (a)荳ｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せﾃ猶E邉ｻMBO縺ｮ讓呎ｺ紋ｺ倶ｾ九・b)荳雁ｴ邯ｭ謖√さ繧ｹ繝暗鈴撼蜈ｬ髢句喧繝｡繝ｪ繝・ヨ縺ｮ邨梧ｸ域ｧ豈碑ｼ・〒髱槫・髢句喧驕ｸ螂ｽ縺ｮ邯咏ｶ壽ｵ√ｌ縲・c)荳ｸ縺ｮ蜀・く繝｣繝斐ち繝ｫﾃ嶺ｸ芽廠蝠・ｺ九げ繝ｫ繝ｼ繝礼ｳｻSPC邨・・繝代ち繝ｼ繝ｳ縺ｮ讓呎ｺ門ｮ溷漁蠖｢謌舌・d)MASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲御ｸｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せﾃ猶E邉ｻMBO縲・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝・/td> |
PALTAC・・283縲∝喧邊ｧ蜩√・譌･逕ｨ蜩√・荳闊ｬ逕ｨ蛹ｻ阮ｬ蜩∝査螟ｧ謇具ｼ峨↓蟇ｾ縺吶ｋTOB邯咏ｶ壻ｸｭ縲りｲｷ莉倅ｾ｡譬ｼ1譬ｪ6,650蜀・・+43.16%繝励Ξ繝溘い繝縲∬ｲｷ莉俶悄髢・strong>5/12-7/7縲∵ｱｺ貂磯幕蟋・strong>7/14縲よ悽譌･5/28縺ｯ雋ｷ莉俶悄髢謎ｸｭ逶､縲・strong>豬・壹・蛹ｻ阮ｬ蜩∝査縺ｮ讌ｭ逡悟・邱ｨ繧ｷ繧ｰ繝翫Ν縺ｨ縺励※邯咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟現阮ｬ蜩√・譌･逕ｨ蜩∝査荳ｭ蝣・猶E/謌ｦ逡･雋ｷ蜿弱・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭・/p>
蜑阪・律5/25蜈ｬ陦ｨ譯井ｻｶ・・strong>(a)繧ｯ繝ｪ繧ｨ繧､繝・D繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ・磯未譚ｱ繝ｻ譚ｱ豬ｷ繝峨Λ繝・げ繧ｹ繝医い・俄・繧・♀縺ｵ縺擾ｼ磯聞驥守恁鬟溷刀繧ｹ繝ｼ繝代・・牙ｭ蝉ｼ夂､ｾ蛹・/strong>・昴ラ繝ｩ繝・げ繧ｹ繝医いﾃ鈴｣溷刀繧ｹ繝ｼ繝代・縺ｮ蝨ｰ蝓溷､壽･ｭ諷句喧謌ｦ逡･縲・strong>(b)U-NEXT HOLDINGS竊竪oHands・医い繝九Γ蛻ｶ菴懊せ繧ｿ繧ｸ繧ｪ・牙ｭ蝉ｼ夂､ｾ蛹・/strong>・晏虚逕ｻ驟堺ｿ｡繝励Λ繝・ヨ繝輔か繝ｼ繝ﾃ励さ繝ｳ繝・Φ繝・宛菴懊・蝙ら峩邨ｱ蜷域姶逡･縲∝刈縺医※(c)繝ｯ繧ｿ繝溪・Onigilly, Inc.・磯｣溷刀陬ｽ騾・牙ｭ蝉ｼ夂､ｾ蛹・/strong>・晏､夜｣溷､ｧ謇九・鬟溷刀陬ｽ騾蜿悶ｊ霎ｼ縺ｿ縲ゆｸｭ蝣・ｰ丞｣ｲ繝ｻ豸郁ｲｻ雋｡繧ｻ繧ｯ繧ｿ繝ｼ縺ｮ蝨ｰ蝓溘ラ繝溘リ繝ｳ繝暗怜桙逶ｴ邨ｱ蜷・/strong>2霆ｸ繝ｭ繝ｼ繝ｫ繧｢繝・・縺檎ｶ咏ｶ壹・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ蟆丞｣ｲ繝ｻ豸郁ｲｻ雋｡繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲後が繝ｪ繧ｳ繝ｳMBO逋ｺ陦ｨ・輝ALTAC TOB邯咏ｶ夲ｼ九け繝ｪ繧ｨ繧､繝・D繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ竊偵ｄ縺翫・縺擾ｼ偽-NEXT竊竪oHands邯咏ｶ壹・/strong>縺ｮ4霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)荳ｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せﾃ猶E邉ｻMBO縲・b)豬・壹・蛹ｻ阮ｬ蜩∝査荳ｭ蝣・猶E/謌ｦ逡･雋ｷ蜿弱・c)蝨ｰ蝓溘ラ繝溘リ繝ｳ繝暗怜､壽･ｭ諷句喧・医ラ繝ｩ繝・げﾃ励せ繝ｼ繝代・・峨・d)蜍慕判驟堺ｿ｡ﾃ励さ繝ｳ繝・Φ繝・宛菴懊・蝙ら峩邨ｱ蜷・/strong>縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・strong>繧ｪ繝ｪ繧ｳ繝ｳMBO縺ｯ荳ｭ蝣・ュ蝣ｱ繧ｵ繝ｼ繝薙せ縺ｮPE邉ｻMBO讓呎ｺ紋ｺ倶ｾ九→縺励※蜷代％縺・2繝ｶ譛医・蜷悟梛譯井ｻｶ縺ｸ縺ｮ豕｢蜿雁柑譫懊′螟ｧ縺阪＞縲・/p>
驥題檮繝ｻ荳榊虚逕｣
縲梧律邨悟渚關ｽ-306.29蜀・・64,693.12蜀・・-0.47%・晉ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩荳ｻ蟆趣ｼ偽SD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺暦ｼ晄怏莠九・蜀・ｲｷ縺・ｼ昜ｸｭ譚ｱ邱願ｿｫ荳九・螳牙・雉・肇髴隕・ｼ倶ｸ｡豈帙す繧ｹ繝・Β繧ｺ・・691・峨∩縺壹⊇TOB邯咏ｶ夲ｼ晞橿陦檎ｳｻSI蟄蝉ｼ夂､ｾ蛹厄ｼ九≠繧薙＠繧謎ｿ晁ｨｼ・・183・唄BI TOB邯咏ｶ夲ｼ昴ヮ繝ｳ繝舌Φ繧ｯ荳ｭ蝣・・邱ｨ・九・繝ｬ繝溘い繧ｰ繝ｫ繝ｼ繝冷・荳ｸ邏・ｭ蝉ｼ夂､ｾ縺ｮEtomo Financing譬ｪ蠑丞叙蠕礼ｶ咏ｶ夲ｼ晄ｶ郁ｲｻ閠・≡陞堺ｸｭ蝣・叙繧願ｾｼ縺ｿ・区律譛ｬM&A繧ｻ繝ｳ繧ｿ繝ｼHDﾃ礼ｱｳGenerational Group讌ｭ蜍呎署謳ｺ邯咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲阪る≡陞阪・荳榊虚逕｣蜀・Κ縺ｧ縲御ｸｭ譚ｱ邱願ｿｫ荳九・繝ｪ繧ｹ繧ｯ蝗樣∩ﾃ鈴橿陦檎ｳｻSI TOBﾃ励ヮ繝ｳ繝舌Φ繧ｯTOBﾃ玲ｶ郁ｲｻ閠・≡陞榊ｭ蝉ｼ夂､ｾ蛹姪励け繝ｭ繧ｹ繝懊・繝繝ｼM&A莉ｲ莉九阪・5霆ｸ荳ｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
譛ｬ譌･5/28縺ｯ譌･邨悟ｹｳ蝮・ｵょ､64,693蜀・2驫ｭ・・306.29蜀・・0.47%・峨〒蜿崎誠縲∝燕譌･5/27縺ｮ5譌･縺ｶ繧雁ｰ丞ｹ・渚逋ｺ・・3.32蜀・ｼ・/strong>縺九ｉ蜀阪・6荳・,000蜀・､ｧ蜿ｰ蜑ｲ繧後・strong>邀ｳ霆阪′繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ謾ｻ謦・√う繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ謾ｻ謦・匱陦ｨ縺ｨ隍・焚豬ｷ螟悶Γ繝・ぅ繧｢縺悟ｱ縺倥ｋ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・蝣ｱ繧貞女縺代・strong>譛我ｺ九・蜀・ｲｷ縺・/strong>縺ｧUSD/JPY縺ｯ蜑肴律159蜀・床蠕悟濠縺九ｉ158蜀・床蜑榊濠縺ｸ蜀・ｫ俶綾縺励・strong>(a)荳ｭ譚ｱ邱願ｿｫ荳九・繝ｪ繧ｹ繧ｯ蝗樣∩繝｢繝ｼ繝会ｼ晏濠蟆惹ｽ薙・髮ｻ邱壽ｪ螢ｲ繧甘怜ｮ牙・雉・肇髴隕√・b)蜀・ｫ俶綾縺暦ｼ晁ｼｸ蜃ｺ譬ｪ縺ｸ縺ｮ蜷代°縺・｢ｨﾃ苓ｼｸ蜈･辯・侭繧ｳ繧ｹ繝育ｷｩ蜥後・c)驥大茜繝ｻ蛯ｵ蛻ｸ蟶ょｴ縺ｧ縺ｯ譌･譛ｬ10蟷ｴ蛯ｵ蛻ｩ蝗槭ｊ菴惹ｸ句渕隱ｿ邯咏ｶ・/strong>縲√Μ繧ｹ繧ｯ蝗樣∩3轤ｹ繧ｻ繝・ヨ縺ｮ郢碑ｾｼ縺ｿ螻髱｢縲・/p>
荳｡豈帙す繧ｹ繝・Β繧ｺ・・691縲∝慍驫邉ｻSIer繝励Ξ繧､繝､繝ｼ・峨↓蟇ｾ縺吶ｋ縺ｿ縺壹⊇FG邉ｻTOB邯咏ｶ・/strong>縲∬ｲｷ莉倅ｾ｡譬ｼ1譬ｪ5,200蜀・・+21.78%繝励Ξ繝溘い繝縲∬ｲｷ莉俶悄髢・strong>5/15-7/8縲∵ｱｺ貂磯幕蟋・strong>7/15縲よ悽譌･5/28縺ｯ雋ｷ莉俶悄髢謎ｸｭ逶､縲・strong>驫陦檎ｳｻSI蟄蝉ｼ夂､ｾ蛹厄ｼ昴Γ繧ｬ繝舌Φ繧ｯ邉ｻSIer邨ｱ蜷域姶逡･縺ｨ縺励※邯咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟慍驫邉ｻSIerﾃ励Γ繧ｬ繝舌Φ繧ｯ邉ｻSIer邨ｱ蜷医・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭・/p>
(a)縺ゅｓ縺励ｓ菫晁ｨｼ・・183・唄BI TOB邯咏ｶ・/strong>・・譬ｪ257蜀・・+38.17%繝励Ξ繝溘い繝繝ｻ雋ｷ莉俶悄髢・/13-7/2縲・strong>繝弱Φ繝舌Φ繧ｯ荳ｭ蝣・祐BI蛯倅ｸ句喧縺ｮ邯咏ｶ壻ｺ倶ｾ九・strong>(b)繝励Ξ繝溘い繧ｰ繝ｫ繝ｼ繝冷・荳ｸ邏・ｭ蝉ｼ夂､ｾ縺ｮEtomo Financing譬ｪ蠑丞叙蠕礼ｶ咏ｶ・/strong>・亥燕縲・律5/26蜈ｬ陦ｨ・会ｼ・strong>豸郁ｲｻ閠・≡陞堺ｸｭ蝣・叙繧願ｾｼ縺ｿ謌ｦ逡･縲ゆｸ｡譯井ｻｶ縺ｧ繝弱Φ繝舌Φ繧ｯ荳ｭ蝣・怜､ｧ謇矩≡陞阪げ繝ｫ繝ｼ繝怜叙繧願ｾｼ縺ｿ縺ｮ繝ｭ繝ｼ繝ｫ繧｢繝・・髮・ｸｭ縺檎ｶ咏ｶ壹｀ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲後ヮ繝ｳ繝舌Φ繧ｯ繝ｻ豸郁ｲｻ閠・≡陞堺ｸｭ蝣・怜､ｧ謇矩≡陞阪げ繝ｫ繝ｼ繝礼ｵｱ蜷医・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ驥題檮繝ｻ荳榊虚逕｣繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲御ｸｭ譚ｱ邱願ｿｫ荳九・繝ｪ繧ｹ繧ｯ蝗樣∩荳ｻ蟆趣ｼ区怏莠九・蜀・ｲｷ縺・ｼ倶ｸ｡豈帙す繧ｹ繝・Β繧ｺ縺ｿ縺壹⊇TOB・九≠繧薙＠繧謎ｿ晁ｨｼSBI TOB・畿tomo Financing蜿門ｾ礼ｶ咏ｶ壹・/strong>縺ｮ5霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)蝨ｰ驫邉ｻSIerﾃ励Γ繧ｬ繝舌Φ繧ｯ邉ｻSIer邨ｱ蜷医・b)繝弱Φ繝舌Φ繧ｯ繝ｻ豸郁ｲｻ閠・≡陞堺ｸｭ蝣・怜､ｧ謇矩≡陞阪げ繝ｫ繝ｼ繝礼ｵｱ蜷医・c)荳ｭ蝣・・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・ﾃ猶E/謌ｦ逡･雋ｷ蜿趣ｼ医き繧ｫ繧ｯ繧ｳ繝莠牙･ｪ謌ｦ縺ｮ豕｢蜿雁柑譫懶ｼ峨・d)繧ｯ繝ｭ繧ｹ繝懊・繝繝ｼM&A莉ｲ莉倶ｸｭ蝣・玲ｵｷ螟匁姶逡･謠先声縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶よ悽譌･縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｯ遏ｭ譛溽噪隱ｿ謨ｴ縲∽ｸｭ譛溽噪縺ｫ縺ｯM&A蜉騾溷渕隱ｿ邯ｭ謖√・/p>
蟒ｺ險ｭ讌ｭ
縲後″繧薙〒繧凪・蠑倬崕遉ｾ・・948・欝OB 3蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦鯉ｼ・譬ｪ11,501蜀・・+50.34%繝励Ξ繝溘い繝繝ｻ雋ｷ莉俶悄髢・/26-7/6繝ｻ雋ｷ蜿手ｦ乗ｨ｡邏・50蜆・・・晞未髮ｻ邉ｻ髮ｻ險ｭ蟾･莠句､ｧ謇九↓繧医ｋ髮ｻ險ｭ蟾･莠倶ｸｭ蝣・叙繧願ｾｼ縺ｿ・戡I/DC髴隕∵僑螟ｧ荳九・繝・・繧ｿ繧ｻ繝ｳ繧ｿ繝ｼ繝ｻ蜊雁ｰ惹ｽ灘ｷ･蝣ｴ縺ｮ髮ｻ險ｭ蟾･莠矩怙隕∵ｧ矩蛹悶∈縺ｮ蟇ｾ蠢廴&A・区悽譌･5/28縺ｮ荳ｭ譚ｱ邱願ｿｫ荳九Μ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｧ繧ょｻｺ險ｭ繝ｻ髮ｻ險ｭ蟾･莠矩怙隕∵ｧ矩縺ｯ螟峨ｏ繧峨★邯咏ｶ壹阪ょｻｺ險ｭ讌ｭ蜀・Κ縺ｧ縲碁崕險ｭ蟾･莠句､ｧ蝙句・邱ｨﾃ輸I/DC繧､繝ｳ繝輔Λ髴隕∵ｧ矩蛹姪励ぞ繝阪さ繝ｳ荳ｭ蝣・・邱ｨ縲阪・3霆ｸ荳ｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
| 騾ｲ謐・/th> | 5譛・6譌･・育↓・欝OB髢句ｧ九°繧画悽譌･5/28縺・strong>3蝟ｶ讌ｭ譌･逶ｮ縲りｲｷ莉俶悄髢・strong>5/26-7/6縲∵ｱｺ貂磯幕蟋・strong>7譛井ｸｭ譌ｬ莠亥ｮ・/strong>縲よ悽譌･5/28縺ｮ荳ｭ譚ｱ邱願ｿｫ荳九Μ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｧ繧ょｼ倬崕遉ｾ譬ｪ萓｡縺ｯTOB萓｡譬ｼ霑題ｾｺ縺ｧ蠎募・￥謗ｨ遘ｻ縲∬ｲｷ莉倅ｸ矩剞縺ｮ螳牙ｮ壽ｧ邯咏ｶ・/td> |
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| 蜿門ｼ墓ｧ矩 | 雋ｷ莉倅ｾ｡譬ｼ1譬ｪ11,501蜀・/strong>・亥・陦ｨ蜑榊霧讌ｭ譌･邨ょ､豈・strong>+50.34%繝励Ξ繝溘い繝・峨∬ｲｷ蜿手ｦ乗ｨ｡邏・strong>850蜆・・縲ゅ″繧薙〒繧薙・髢｢隘ｿ髮ｻ蜉帷ｳｻ髮ｻ險ｭ蟾･莠句､ｧ謇・/strong>縲∝ｼ倬崕遉ｾ縺ｯ髮ｻ險ｭ蟾･莠倶ｸｭ蝣・/strong>縺ｮ蜿悶ｊ霎ｼ縺ｿ縺ｧ髮ｻ險ｭ蟾･莠区･ｭ逡後・螟ｧ蝙句・邱ｨ繧ｷ繧ｰ繝翫Ν |
| 讌ｭ逡梧ｳ｢蜿・/th> | (a)AI/DC髴隕∵僑螟ｧ荳九・繝・・繧ｿ繧ｻ繝ｳ繧ｿ繝ｼ繝ｻ蜊雁ｰ惹ｽ灘ｷ･蝣ｴ縺ｮ髮ｻ險ｭ蟾･莠矩怙隕∵ｧ矩蛹悶∈縺ｮ蟇ｾ蠢廴&A縲・b)髮ｻ險ｭ蟾･莠区･ｭ逡後・螟ｧ謇凝嶺ｸｭ蝣・ｵｱ蜷医ヨ繝ｬ繝ｳ繝・/strong>縺ｮ邯咏ｶ壻ｺ倶ｾ九・c)髢｢髮ｻ邉ｻﾃ怜ｼ倬崕遉ｾ縺ｮ髢｢隘ｿ・矩未譚ｱ繧ｫ繝舌・蜉帷ｵｱ蜷・/strong>謌ｦ逡･縲・d)MASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲碁崕險ｭ蟾･莠倶ｸｭ蝣・鈴崕蜉帷ｳｻ螟ｧ謇句叙繧願ｾｼ縺ｿ縲庚&A縺悟髄縺薙≧24繝ｶ譛医・荳ｻ霆ｸ繝・・繝・/strong>縺ｫ蠑ｷ蛹・/td> |
譛ｬ譌･5/28縺ｮ荳ｭ譚ｱ邱願ｿｫ荳九Μ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｧ繧・strong>蟒ｺ險ｭ繝ｻ髮ｻ險ｭ蟾･莠倶ｸｭ譛滄怙隕∵ｧ矩縺ｯ螟峨ｏ繧峨★縲・strong>(a)AI/DC・医ョ繝ｼ繧ｿ繧ｻ繝ｳ繧ｿ繝ｼ・牙ｻｺ險ｭ繝ｻ髮ｻ險ｭ蟾･莠矩怙隕・/strong>・抂penAI繝ｻAnthropic遲峨・螟ｧ蝙帰I蝓ｺ逶､謚戊ｳ・・邯咏ｶ壹・strong>(b)蜊雁ｰ惹ｽ灘ｷ･蝣ｴ蟒ｺ險ｭ繝ｻ髮ｻ險ｭ蟾･莠矩怙隕・/strong>・抖SMC辭頑悽繝ｻRapidus蛹玲ｵｷ驕薙・邀ｳ繧｢繝ｪ繧ｾ繝顔ｭ峨・蜊雁ｰ惹ｽ灘ｷ･蝣ｴ蟒ｺ險ｭ邯咏ｶ壹・strong>(c)迚ｩ豬∝牙ｺｫ蟒ｺ險ｭ繝ｻ髮ｻ險ｭ蟾･莠矩怙隕・/strong>・戲C蟶ょｴ諡｡螟ｧ荳九・閾ｪ蜍募喧蛟牙ｺｫ蟒ｺ險ｭ邯咏ｶ壹・strong>(d)蜀阪お繝阪・闢・崕豎譁ｽ險ｭ蟒ｺ險ｭ繝ｻ髮ｻ險ｭ蟾･莠矩怙隕・/strong>・晏､ｪ髯ｽ蜈峨・鬚ｨ蜉帙・闢・崕豎譁ｽ險ｭ蟒ｺ險ｭ邯咏ｶ壹・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲碁崕險ｭ蟾･莠倶ｸｭ蝣・怜､ｧ謇句叙繧願ｾｼ縺ｿ縲阪悟ｻｺ險ｭ荳ｭ蝣・輸I/DC繝ｻ蜊雁ｰ惹ｽ灘ｷ･蝣ｴ迚ｹ蛹悶・/strong>縺悟髄縺薙≧24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ蟒ｺ險ｭ讌ｭ繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲後″繧薙〒繧凪・蠑倬崕遉ｾTOB 3蝟ｶ讌ｭ譌･逶ｮ騾ｲ陦鯉ｼ帰I/DCﾃ怜濠蟆惹ｽ灘ｷ･蝣ｴﾃ礼黄豬∝牙ｺｫﾃ怜・繧ｨ繝阪・4霆ｸ讒矩髴隕∫ｶ咏ｶ壹・/strong>縺ｮ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)髮ｻ險ｭ蟾･莠倶ｸｭ蝣・鈴崕蜉帷ｳｻ螟ｧ謇句叙繧願ｾｼ縺ｿ縲・b)繧ｼ繝阪さ繝ｳ荳ｭ蝣・輸I/DC繝ｻ蜊雁ｰ惹ｽ灘ｷ･蝣ｴ迚ｹ蛹悶・c)遨ｺ隱ｿ繝ｻ蜀ｷ蜊ｴ險ｭ蛯吩ｸｭ蝣・励ョ繝ｼ繧ｿ繧ｻ繝ｳ繧ｿ繝ｼ蟇ｾ蠢懊・d)蜀阪お繝肴命險ｭ蟒ｺ險ｭ荳ｭ蝣・/strong>縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・strong>縺阪ｓ縺ｧ繧凪・蠑倬崕遉ｾTOB縺ｯ髮ｻ險ｭ蟾･莠区･ｭ逡後・螟ｧ蝙句・邱ｨ縺ｮ讓呎ｺ紋ｺ倶ｾ九→縺励※蜷代％縺・2繝ｶ譛医・蜷悟梛譯井ｻｶ縺ｸ縺ｮ豕｢蜿雁柑譫懊′螟ｧ縺阪＞縲・/p>
蛹ｻ逋ゅ・隱ｿ蜑､阮ｬ螻
縲後す繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158・俄・繝ｩ繧､繝悶Λ・域・遏･逵梧ｸ・亥ｸゑｼ牙・譬ｪ蠑丞叙蠕暦ｼ晏現逋よｩ滄未謾ｯ謠ｴ繝ｻ險ｪ蝠冗恚隴ｷ繧ｹ繝・・繧ｷ繝ｧ繝ｳ繝ｻ莨∵･ｭ荳ｻ蟆主梛菫晁ご蝨偵・蟆ｱ蜉ｴ謾ｯ謠ｴ莠区･ｭ謇驕句霧・晄・遏･繝峨Α繝翫Φ繝域姶逡･蠑ｷ蛹厄ｼ句慍蝓溷現逋ゅう繝ｳ繝輔Λ諡｡蜈・ｼ九い繝ｫ繝輔Ξ繝・し繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ・・784・俄・豌ｸ蟲ｶ蛹ｻ遘大勣譴ｰ・郁ｳ鮠ｻ蜥ｽ蝟臥ｧ大髄縺大現逋よｩ溷勣縲∵擲莠ｬ繝ｻ譁・ｺｬ・臥ｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ・晏現逋よｩ溷勣蜊ｸ螟ｧ謇九↓繧医ｋ蟆る摩鬆伜沺繝｡繝ｼ繧ｫ繝ｼ蜿悶ｊ霎ｼ縺ｿ・九が繝ｪ繝ｳ繝代せ竊達ioProtect Ltd.邯咏ｶ夲ｼ晏現逋よｩ溷勣縺ｮ繧ｰ繝ｭ繝ｼ繝舌Ν蜿悶ｊ霎ｼ縺ｿ縲阪ょ現逋ゅそ繧ｯ繧ｿ繝ｼ蜀・Κ縺ｧ縲悟現逋よｩ滄未謾ｯ謠ｴﾃ苓ｨｪ蝠冗恚隴ｷﾃ怜現逋よｩ溷勣蜊ｸﾃ怜現逋よｩ溷勣繧ｰ繝ｭ繝ｼ繝舌Ν蜿悶ｊ霎ｼ縺ｿ縲阪・4霆ｸ荳ｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
| 蜿門ｼ墓ｧ矩 | 繧ｷ繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ・・158縲∝現逋よｩ滄未謾ｯ謠ｴ繝ｻ蝨ｨ螳・現逋ょ､ｧ謇具ｼ峨′繝ｩ繧､繝悶Λ・域・遏･逵梧ｸ・亥ｸよ悽遉ｾ・峨・蜈ｨ譬ｪ蠑上ｒ蜿門ｾ・/strong>縺ｨ譛ｬ譌･5/28蜈ｬ陦ｨ縲∝叙蠕玲律2026蟷ｴ5譛・8譌･縲ゅΛ繧､繝悶Λ縺ｯ蛹ｻ逋よｩ滄未謾ｯ謠ｴ莠区･ｭ繝ｻ險ｪ蝠冗恚隴ｷ繧ｹ繝・・繧ｷ繝ｧ繝ｳ驕句霧繝ｻ莨∵･ｭ荳ｻ蟆主梛菫晁ご蝨偵・蟆ｱ蜉ｴ謾ｯ謠ｴ莠区･ｭ謇驕句霧繧貞ｱ暮幕 |
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| 謌ｦ逡･諢冗ｾｩ | 諢帷衍逵悟・縺ｫ縺翫￠繧九ラ繝溘リ繝ｳ繝域姶逡･縺ｮ蠑ｷ蛹悶→蝨ｰ蝓溷現逋ゅう繝ｳ繝輔Λ縺ｮ諡｡蜈・/strong>縲ゅす繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ縺ｯ蝨ｨ螳・現逋ゑｼ玖ｨｪ蝠冗恚隴ｷ・句現逋よｩ滄未謾ｯ謠ｴ縺ｮ蝨ｰ蝓溷現逋ゅ・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・縺ｨ縺励※蜈ｨ蝗ｽ螻暮幕荳ｭ縲√Λ繧､繝悶Λ蜿門ｾ励〒諢帷衍繧ｨ繝ｪ繧｢縺ｮ髱｢逧・き繝舌・蜉帛ｼｷ蛹・/strong> |
| 讌ｭ逡悟性諢・/th> | (a)蝨ｰ蝓溷現逋ゅ・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・ﾃ怜慍蝓滉ｸｭ蝣・現逋ゆｺ区･ｭ閠・Ο繝ｼ繝ｫ繧｢繝・・縺ｮ讓呎ｺ紋ｺ倶ｾ九・b)蛹ｻ逋よｩ滄未謾ｯ謠ｴﾃ苓ｨｪ蝠冗恚隴ｷﾃ嶺ｿ晁ごﾃ怜ｰｱ蜉ｴ謾ｯ謠ｴ縺ｮ隍・粋莠区･ｭ蜿悶ｊ霎ｼ縺ｿ縺ｧ蝨ｰ蝓溽､ｾ莨壹う繝ｳ繝輔Λ縺ｮ荳菴馴°蝟ｶ蛹悶・c)蝨ｰ譁ｹ蛹ｻ逋ゆｺｺ譚千｢ｺ菫敕怜慍蝓溷現逋らｵ悟霧謾ｯ謠ｴ縺ｮ繝九・繧ｺ讒矩蛹悶・d)MASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟慍蝓滉ｸｭ蝣・現逋ゆｺ区･ｭ閠・怜慍蝓溷現逋ゅ・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・縲・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝・/td> |
蜑肴律5/27蜈ｬ陦ｨ縺ｮ繧｢繝ｫ繝輔Ξ繝・しHD竊・strong>豌ｸ蟲ｶ蛹ｻ遘大勣譴ｰ・・910蟷ｴ5譛亥卸讌ｭ縲・937蟷ｴ2譛郁ｨｭ遶九・025蟷ｴ6譛域悄螢ｲ荳企ｫ・6蜆・,600荳・・・・/strong>蜈ｨ譬ｪ蠑丞叙蠕励・譛ｬ譌･5/28繧らｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・strong>閠ｳ鮠ｻ蜥ｽ蝟臥ｧ鷹ｭ鬆夐Κ螟也ｧ鷹伜沺縺ｮ蛹ｻ逋よｩ溷勣繝｡繝ｼ繧ｫ繝ｼ縲∝､ｧ蟄ｦ逞・劼繧剃ｸｭ蠢・↓謗｡逕ｨ螳溽ｸｾ縲ょ叙蠕嶺ｾ｡鬘埼撼蜈ｬ陦ｨ縲∝叙蠕怜ｮ御ｺ・律譛ｪ螳壹・strong>繧｢繝ｫ繝輔Ξ繝・し繧ｰ繝ｫ繝ｼ繝励・繝｡繝・ぅ繧ｫ繝ｫ蜩∵・髟ｷ鬆伜沺蠑ｷ蛹厄ｼ句現逋よｩ溷勣蛻・㍽縺ｮ陬ｽ騾繝ｻ髢狗匱讖溯・蠑ｷ蛹厄ｼ玖・遉ｾ陬ｽ蜩√Λ繧､繝ｳ繧｢繝・・諡｡蜈・/strong>謌ｦ逡･縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟現逋よｩ溷勣蜊ｸ螟ｧ謇凝怜ｰる摩鬆伜沺繝｡繝ｼ繧ｫ繝ｼ蝙ら峩邨ｱ蜷医・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
蜑阪・律5/26蜈ｬ陦ｨ縺ｮ繧ｪ繝ｪ繝ｳ繝代せ竊・strong>BioProtect Ltd.蟄蝉ｼ夂､ｾ蛹悶・譛ｬ譌･5/28繧らｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・strong>蛹ｻ逋よｩ溷勣縺ｮ繧ｰ繝ｭ繝ｼ繝舌Ν蜿悶ｊ霎ｼ縺ｿ謌ｦ逡･縲∝・隕夜升螟ｧ謇九↓繧医ｋ蟆る摩蛹ｻ逋よｩ溷勣鬆伜沺縺ｮ豬ｷ螟門叙繧願ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟現逋よｩ溷勣螟ｧ謇凝玲ｵｷ螟門ｰる摩鬆伜沺蜿悶ｊ霎ｼ縺ｿ縲・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ蛹ｻ逋ゅ・隱ｿ蜑､阮ｬ螻繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲後す繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ竊偵Λ繧､繝悶Λ諢帷衍繝峨Α繝翫Φ繝茨ｼ九い繝ｫ繝輔Ξ繝・しHD竊呈ｰｸ蟲ｶ蛹ｻ遘大勣譴ｰ邯咏ｶ夲ｼ九が繝ｪ繝ｳ繝代せ竊達ioProtect邯咏ｶ壹・/strong>縺ｮ3霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)蝨ｰ蝓滉ｸｭ蝣・現逋ゆｺ区･ｭ閠・怜慍蝓溷現逋ゅ・繝ｩ繝・ヨ繝輔か繝ｼ繝槭・・医す繝ｼ繝ｦ繝ｼ繧ｷ繝ｼ蝙具ｼ峨・b)蛹ｻ逋よｩ溷勣蜊ｸ螟ｧ謇凝怜ｰる摩鬆伜沺繝｡繝ｼ繧ｫ繝ｼ蝙ら峩邨ｱ蜷茨ｼ医い繝ｫ繝輔Ξ繝・し蝙具ｼ峨・c)蛹ｻ逋よｩ溷勣螟ｧ謇凝玲ｵｷ螟門ｰる摩鬆伜沺蜿悶ｊ霎ｼ縺ｿ・医が繝ｪ繝ｳ繝代せ蝙具ｼ峨・d)險ｪ蝠冗恚隴ｷﾃ怜現逋よｩ滄未謾ｯ謠ｴﾃ嶺ｿ晁ごﾃ怜ｰｱ蜉ｴ謾ｯ謠ｴ縺ｮ隍・粋莠区･ｭ蜿悶ｊ霎ｼ縺ｿ縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・/p>
迚ｩ豬√・驕玖ｼｸ
縲梧悽譌･5/28縺ｮ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ・昜ｸｭ譚ｱ諠・兇蜀咲ｷ願ｿｫ縺ｮ辯・侭繧ｳ繧ｹ繝医・驕玖ｳ・ｽｱ髻ｿ・晏次豐ｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ・九・繝ｫ繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌抵ｼ晄ｵｷ荳願ｼｸ騾√Ν繝ｼ繝郁ｿょ屓繝ｪ繧ｹ繧ｯ・偽SD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺暦ｼ晄怏莠九・蜀・ｲｷ縺・ｼ玖ｼｸ蜈･辯・侭繧ｳ繧ｹ繝育ｷｩ蜥鯉ｼ晞匣驕九・豬ｷ驕九・闊ｪ遨ｺ縺ｮ讌ｭ邵ｾ蠖ｱ髻ｿ縺ｮ逶ｸ谿ｺ讒矩縲阪ら黄豬√・驕玖ｼｸ蜀・Κ縺ｧ縲御ｸｭ譚ｱ邱願ｿｫﾃ怜次豐ｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿﾃ励・繝ｫ繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌津玲怏莠九・蜀・ｲｷ縺・苓ｼｸ蜈･辯・侭繧ｳ繧ｹ繝育嶌谿ｺ縲阪・5霆ｸ郢碑ｾｼ縺ｿ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
譛ｬ譌･5/28縺ｯ邀ｳ霆阪′繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ謾ｻ謦・√う繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ謾ｻ謦・匱陦ｨ縺ｨ隍・焚豬ｷ螟悶Γ繝・ぅ繧｢縺悟ｱ縺倥ｋ邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡悟虚蠢憺・蝣ｱ繧貞女縺代・strong>蜴滓ｲｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ縲ょ燕蝟ｶ讌ｭ譌･5/22縺ｮWTI 90.32繝峨Ν・磯ｱ谺｡-8%雜・･關ｽ・峨°繧牙・荳頑・蝨ｧ蜉帙・strong>繝帙Ν繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌抵ｼ晄ｵｷ荳願ｼｸ騾√Ν繝ｼ繝郁ｿょ屓繝ｪ繧ｹ繧ｯ縺悟・豬ｮ荳翫・strong>(a)髯ｸ驕具ｼ医ヨ繝ｩ繝・け・会ｼ晁ｻｽ豐ｹ繧ｳ繧ｹ繝亥・荳頑・諛ｸ蠢ｵ縲・b)豬ｷ驕具ｼ晉㏍譁呎ｲｹ・磯㍾豐ｹ・峨さ繧ｹ繝亥・荳頑・・九・繝ｫ繝繧ｺ豬ｷ蟲｡霑ょ屓繝ｫ繝ｼ繝茨ｼ亥万譛帛ｳｰ邨檎罰・峨・繝ｪ繝ｼ繝峨ち繧､繝蟒ｶ髟ｷ繝ｪ繧ｹ繧ｯ縲・c)闊ｪ遨ｺ・昴ず繧ｧ繝・ヨ辯・侭繧ｳ繧ｹ繝亥・荳頑・・倶ｸｭ譚ｱ荳顔ｩｺ鬟幄｡悟屓驕ｿ繝ｫ繝ｼ繝医・辯・ｲｻ謔ｪ蛹・/strong>縲６SD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺励・霈ｸ蜈･辯・侭繧ｳ繧ｹ繝育ｷｩ蜥後す繧ｰ繝翫Ν縺ｨ縺励※驛ｨ蛻・嶌谿ｺ縲・/p>
譛ｬ譌･5/28蜊倡峡縺ｧ縺ｮ迚ｩ豬√・驕玖ｼｸM&A蜈ｬ陦ｨ譯井ｻｶ縺ｯ蟆代↑縺・′縲・strong>荳ｭ譛溘ヨ繝ｬ繝ｳ繝・/strong>縺ｨ縺励※(a)荳ｭ蝣・ヨ繝ｩ繝・け驕矩∵･ｭ閠・怜､ｧ謇狗黄豬∝叙繧願ｾｼ縺ｿ・・024蟷ｴ繝峨Λ繧､繝舌・蜉ｴ蜒肴凾髢楢ｦ丞宛・・024蟷ｴ蝠城｡鯉ｼ峨∈縺ｮ蟇ｾ蠢懃ｶ咏ｶ壹・strong>(b)荳ｭ蝣・牙ｺｫ讌ｭ閠・苓・蜍募喧蛟牙ｺｫﾃ勇C迚ｩ豬∝ｯｾ蠢・/strong>・戲C蟶ょｴ諡｡螟ｧ荳九・閾ｪ蜍募喧蛟牙ｺｫ髴隕∵ｧ矩縲・strong>(c)荳ｭ蝣・ｵｷ驕区･ｭ閠・怜､ｧ謇玖飴遉ｾ蜿悶ｊ霎ｼ縺ｿ・晉㏍譁吶さ繧ｹ繝亥､牙虚荳九・隕乗ｨ｡縺ｮ邨梧ｸ亥喧縲・strong>(d)荳ｭ蝣・穐遨ｺ雋ｨ迚ｩ讌ｭ閠・怜､ｧ謇句叙繧願ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲檎黄豬√・驕玖ｼｸ荳ｭ蝣・怜､ｧ謇句叙繧願ｾｼ縺ｿ繝ｭ繝ｼ繝ｫ繧｢繝・・縲・/strong>縺悟髄縺薙≧24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ迚ｩ豬√・驕玖ｼｸ繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲檎ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ・晏次豐ｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ・九・繝ｫ繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌抵ｼ偽SD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺暦ｼ晁ｼｸ蜈･辯・侭繧ｳ繧ｹ繝育嶌谿ｺ縲・/strong>縺ｮ3霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)荳ｭ蝣・ヨ繝ｩ繝・け驕矩・怜､ｧ謇狗黄豬∝叙繧願ｾｼ縺ｿ縲・b)荳ｭ蝣・牙ｺｫﾃ苓・蜍募喧蛟牙ｺｫﾃ勇C迚ｩ豬√・c)荳ｭ蝣・ｵｷ驕凝怜､ｧ謇玖飴遉ｾ蜿悶ｊ霎ｼ縺ｿ縲・d)荳ｭ蝣・穐遨ｺ雋ｨ迚ｩﾃ怜､ｧ謇句叙繧願ｾｼ縺ｿ縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶よ悽譌･縺ｮ繝ｪ繧ｹ繧ｯ蝗樣∩螻髱｢縺ｯ荳ｭ譛溘ヨ繝ｬ繝ｳ繝峨↓蠖ｱ髻ｿ霆ｽ蠕ｮ縲・/p>
鬟溷刀繝ｻ螟夜｣・/h2>
縲後け繝ｪ繧ｨ繧､繝・D繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ竊偵ｄ縺翫・縺擾ｼ磯聞驥守恁鬟溷刀繧ｹ繝ｼ繝代・・牙ｭ蝉ｼ夂､ｾ蛹也ｶ咏ｶ夲ｼ昴ラ繝ｩ繝・げ繧ｹ繝医いﾃ鈴｣溷刀繧ｹ繝ｼ繝代・縺ｮ蝨ｰ蝓溷､壽･ｭ諷句喧・九Ρ繧ｿ繝溪・Onigilly, Inc.・磯｣溷刀陬ｽ騾・臥ｶ咏ｶ夲ｼ晏､夜｣溷､ｧ謇九・鬟溷刀陬ｽ騾蜿悶ｊ霎ｼ縺ｿ・区悽譌･5/28縺ｮ蜀・ｮ芽レ譎ｯ縺ｫ蝗ｽ逕｣鬢頑ｮ匁ｪ縺ｮ迚ｩ濶ｲ・医が繧ｫ繝繝ｩ鬟溷刀騾｣譌･鬮伜､蝣ｱ・会ｼ晏・螳我ｸ九・蝗ｽ逕｣鬟溷刀髴隕∵ｧ矩蛹厄ｼ九ル繝√Μ繝ｧ繧ｯ竊坦SJ邏埼ｪｨ蝣ゆｺ区･ｭ蜿門ｾ礼ｶ咏ｶ夲ｼ晞怺蝨帝°蝟ｶ縺ｮ莠区･ｭ蜿門ｾ励阪る｣溷刀繝ｻ螟夜｣溷・驛ｨ縺ｧ縲悟慍蝓溷､壽･ｭ諷句喧ﾃ怜､夜｣溷､ｧ謇九・蝙ら峩邨ｱ蜷暗怜・螳我ｸ九・蝗ｽ逕｣鬟溷刀髴隕・鈴怺蝨帝°蝟ｶ縲阪・4霆ｸ荳ｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
蜑阪・律5/25蜈ｬ陦ｨ縺ｮ繧ｯ繝ｪ繧ｨ繧､繝・D繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ・磯未譚ｱ繝ｻ譚ｱ豬ｷ繝峨Λ繝・げ繧ｹ繝医い・俄・繧・♀縺ｵ縺擾ｼ磯聞驥守恁鬟溷刀繧ｹ繝ｼ繝代・・・/strong>蟄蝉ｼ夂､ｾ蛹悶・譛ｬ譌･5/28繧らｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・strong>繝峨Λ繝・げ繧ｹ繝医いﾃ鈴｣溷刀繧ｹ繝ｼ繝代・縺ｮ蝨ｰ蝓溷､壽･ｭ諷句喧謌ｦ逡･縲・strong>髟ｷ驥守恁繧ｨ繝ｪ繧｢縺ｮ髱｢逧・き繝舌・蜉帛ｼｷ蛹厄ｼ矩｣溷刀荳ｭ蠢・函豢ｻ繧､繝ｳ繝輔Λ蜿悶ｊ霎ｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲後ラ繝ｩ繝・げ繧ｹ繝医い荳ｭ蝣・怜慍蝓滄｣溷刀繧ｹ繝ｼ繝代・蜿悶ｊ霎ｼ縺ｿ縲・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
蜑阪・律5/25蜈ｬ陦ｨ縺ｮ繝ｯ繧ｿ繝溪・Onigilly, Inc.・磯｣溷刀陬ｽ騾・牙ｭ蝉ｼ夂､ｾ蛹悶・譛ｬ譌･5/28繧らｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・strong>螟夜｣溷､ｧ謇九・鬟溷刀陬ｽ騾蜿悶ｊ霎ｼ縺ｿ・晏桙逶ｴ邨ｱ蜷域姶逡･縲ょ刈縺医※譛ｬ譌･5/28縺ｯ蜀・ｮ芽レ譎ｯ縺ｫ蝗ｽ逕｣鬢頑ｮ匁ｪ縺ｮ迚ｩ濶ｲ・・strong>繧ｪ繧ｫ繝繝ｩ鬟溷刀・亥嵜逕｣鬢頑ｮ門､ｧ謇具ｼ峨′騾｣譌･鬮伜､繧貞ｱ縲・strong>蜀・ｮ我ｸ九・蝗ｽ逕｣鬟溷刀髴隕∵ｧ矩蛹厄ｼ晁ｼｸ蜈･蜩∽ｻ｣譖ｿ縺ｮ蝗ｽ逕｣鬟溷刀髴隕∵僑螟ｧ繧ｷ繧ｰ繝翫Ν縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟､夜｣溷､ｧ謇凝鈴｣溷刀陬ｽ騾蝙ら峩邨ｱ蜷医阪悟嵜逕｣鬢頑ｮ悶・蝗ｽ逕｣鬟溷刀荳ｭ蝣・怜､ｧ謇句叙繧願ｾｼ縺ｿ縲・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ鬟溷刀繝ｻ螟夜｣溘そ繧ｯ繧ｿ繝ｼ縺ｯ縲後け繝ｪ繧ｨ繧､繝・D繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ竊偵ｄ縺翫・縺冗ｶ咏ｶ夲ｼ九Ρ繧ｿ繝溪・Onigilly邯咏ｶ夲ｼ句・螳我ｸ九・蝗ｽ逕｣鬟溷刀迚ｩ濶ｲ・医が繧ｫ繝繝ｩ鬟溷刀騾｣譌･鬮伜､・峨・/strong>縺ｮ3霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)繝峨Λ繝・げ繧ｹ繝医い荳ｭ蝣・怜慍蝓滄｣溷刀繧ｹ繝ｼ繝代・蜿悶ｊ霎ｼ縺ｿ縲・b)螟夜｣溷､ｧ謇凝鈴｣溷刀陬ｽ騾蝙ら峩邨ｱ蜷医・c)蝗ｽ逕｣鬢頑ｮ悶・蝗ｽ逕｣鬟溷刀荳ｭ蝣・怜､ｧ謇句叙繧願ｾｼ縺ｿ縲・d)蝨ｰ譁ｹ鬟溷刀繧ｹ繝ｼ繝代・ﾃ怜慍蝓溷､壽･ｭ諷句喧縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・/p>
莠ｺ譚舌・繧ｵ繝ｼ繝薙せ
縲袈-NEXT HOLDINGS竊竪oHands・医い繝九Γ蛻ｶ菴懊せ繧ｿ繧ｸ繧ｪ・臥ｶ咏ｶ夲ｼ晏虚逕ｻ驟堺ｿ｡ﾃ励さ繝ｳ繝・Φ繝・宛菴懊・蝙ら峩邨ｱ蜷域姶逡･・貴RT竊貞現蟶ｫ縺溘■縺ｨ縺､縺上ｋ・医・繝・ヨ繧ｵ繝励Μ繝｡繝ｳ繝茨ｼ芽ｭｲ貂｡邯咏ｶ夲ｼ晏現逋ゅΓ繝・ぅ繧｢荳ｭ蝣・・髱樔ｸｭ譬ｸ莠区･ｭ蛻・屬・九う繝ｳ繧ｿ繝ｼ繝｡繧ｹ繝・ぅ繝・け竊短off I Singapore邯咏ｶ夲ｼ晉愍髀｡蟆丞｣ｲ縺ｮ繧ｷ繝ｳ繧ｬ繝昴・繝ｫ諡轤ｹ蜿門ｾ暦ｼ九そ繝励ユ繝ｼ繝九・繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ竊鱈ION DIGITAL GLOBAL隴ｲ貂｡邯咏ｶ夲ｼ昴ョ繧ｸ繧ｿ繝ｫ繝槭・繧ｱ繝・ぅ繝ｳ繧ｰ莠区･ｭ縺ｮ豬ｷ螟門・髮｢縲阪ゆｺｺ譚舌・繧ｵ繝ｼ繝薙せ蜀・Κ縺ｧ縲悟虚逕ｻ驟堺ｿ｡ﾃ励さ繝ｳ繝・Φ繝・宛菴愿怜現逋ゅΓ繝・ぅ繧｢ﾃ礼愍髀｡蟆丞｣ｲﾃ励ョ繧ｸ繧ｿ繝ｫ繝槭・繧ｱ繝・ぅ繝ｳ繧ｰ縲阪・5霆ｸ荳ｦ襍ｰ縲・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
蜑阪・律5/25蜈ｬ陦ｨ縺ｮU-NEXT HOLDINGS竊・strong>GoHands・医い繝九Γ蛻ｶ菴懊せ繧ｿ繧ｸ繧ｪ・・/strong>蟄蝉ｼ夂､ｾ蛹悶・譛ｬ譌･5/28繧らｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・strong>蜍慕判驟堺ｿ｡繝励Λ繝・ヨ繝輔か繝ｼ繝ﾃ励さ繝ｳ繝・Φ繝・宛菴懊・蝙ら峩邨ｱ蜷域姶逡･縲・strong>OTT驟堺ｿ｡縺ｫ縺翫￠繧狗峡閾ｪIP縺ｮ蜿悶ｊ霎ｼ縺ｿ・扼etflix繝ｻAmazon Prime Video繝ｻDisney+縺ｮ迢ｬ閾ｪIP謌ｦ逡･縺ｸ縺ｮ蟇ｾ謚礼ｭ・/strong>縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲悟虚逕ｻ驟堺ｿ｡繝励Λ繝・ヨ繝輔か繝ｼ繝槭・ﾃ励さ繝ｳ繝・Φ繝・宛菴懊せ繧ｿ繧ｸ繧ｪ蝙ら峩邨ｱ蜷医・/strong>縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
(a)繧､繝ｳ繧ｿ繝ｼ繝｡繧ｹ繝・ぅ繝・け竊短off I Singapore PTE. LTD.蟄蝉ｼ夂､ｾ蛹也ｶ咏ｶ・/strong>・晉愍髀｡蟆丞｣ｲZoff縺ｮ繧ｷ繝ｳ繧ｬ繝昴・繝ｫ諡轤ｹ蜿門ｾ・/strong>謌ｦ逡･縲∵擲蜊励い繧ｸ繧｢逵ｼ髀｡蟶ょｴ縺ｸ縺ｮ雜ｳ蝣ｴ蝗ｺ繧√・strong>(b)繧ｻ繝励ユ繝ｼ繝九・繝帙・繝ｫ繝・ぅ繝ｳ繧ｰ繧ｹ竊鱈ION DIGITAL GLOBAL隴ｲ貂｡邯咏ｶ・/strong>・昴ョ繧ｸ繧ｿ繝ｫ繝槭・繧ｱ繝・ぅ繝ｳ繧ｰ莠区･ｭ縺ｮ豬ｷ螟門・髮｢縲・strong>莠区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ譛驕ｩ蛹・/strong>縲・strong>(c)MRT竊貞現蟶ｫ縺溘■縺ｨ縺､縺上ｋ・医・繝・ヨ繧ｵ繝励Μ繝｡繝ｳ繝医∵浹蟾晏惆蟄先ｰ上∈隴ｲ貂｡・臥ｶ咏ｶ・/strong>・晏現逋ゅΓ繝・ぅ繧｢荳ｭ蝣・・髱樔ｸｭ譬ｸ莠区･ｭ蛻・屬縲・譯井ｻｶ縺ｧ繧ｵ繝ｼ繝薙せ讌ｭ荳ｭ蝣・玲ｵｷ螟匁侠轤ｹ蜿門ｾ励・髱樔ｸｭ譬ｸ莠区･ｭ蛻・屬繝ｻ繧ｳ繧｢繝薙ず繝阪せ蠑ｷ蛹・/strong>縺ｮ3霆ｸ繝ｭ繝ｼ繝ｫ繧｢繝・・縺檎ｶ咏ｶ壹・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ莠ｺ譚舌・繧ｵ繝ｼ繝薙せ繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲袈-NEXT竊竪oHands邯咏ｶ夲ｼ九う繝ｳ繧ｿ繝ｼ繝｡繧ｹ繝・ぅ繝・け竊短off Singapore邯咏ｶ夲ｼ九そ繝励ユ繝ｼ繝銀・LION DIGITAL GLOBAL隴ｲ貂｡邯咏ｶ夲ｼ貴RT竊貞現蟶ｫ縺溘■縺ｨ縺､縺上ｋ隴ｲ貂｡邯咏ｶ壹・/strong>縺ｮ4霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)蜍慕判驟堺ｿ｡繝励Λ繝・ヨ繝輔か繝ｼ繝槭・ﾃ励さ繝ｳ繝・Φ繝・宛菴懊せ繧ｿ繧ｸ繧ｪ蝙ら峩邨ｱ蜷医・b)逵ｼ髀｡蟆丞｣ｲ荳ｭ蝣・玲ｵｷ螟匁侠轤ｹ蜿門ｾ励・c)荳ｭ蝣・し繝ｼ繝薙せ讌ｭﾃ鈴撼荳ｭ譬ｸ莠区･ｭ蛻・屬縲・d)蛹ｻ逋ゅΓ繝・ぅ繧｢荳ｭ蝣・励さ繧｢繝薙ず繝阪せ蠑ｷ蛹・/strong>縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶・/p>
繧ｨ繝阪Ν繧ｮ繝ｼ
縲梧悽譌･5/28繧ｨ繝阪Ν繧ｮ繝ｼ繧ｻ繧ｯ繧ｿ繝ｼ縺ｮ繝槭け繝ｭ迺ｰ蠅・ｼ晉ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ縺ｮ荳ｭ譚ｱ諠・兇蜀咲ｷ願ｿｫ・晏次豐ｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ・抔TI蜀堺ｸ頑・蝨ｧ蜉幢ｼ九・繝ｫ繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌抵ｼ晏次豐ｹ繝ｻLNG霈ｸ騾√Μ繧ｹ繧ｯ・晄ｵｷ荳願ｼｸ騾√Ν繝ｼ繝郁ｿょ屓・亥万譛帛ｳｰ邨檎罰・峨Μ繝ｼ繝峨ち繧､繝蟒ｶ髟ｷ繝ｪ繧ｹ繧ｯ・偽SD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺暦ｼ晁ｼｸ蜈･辯・侭繧ｳ繧ｹ繝井ｸ驛ｨ邱ｩ蜥後・逶ｸ谿ｺ讒矩・狗ｱｳ繧､繝ｩ繝ｳ陞榊柱繧ｷ繝翫Μ繧ｪ蟾ｻ縺肴綾縺暦ｼ昴・繝ｫ繝繧ｺ豬ｷ蟲｡蜀埼幕譛溷ｾ・励え繝ｩ繝ｳ豼・ｸｮ荳譎ょ●豁｢隕壽嶌隕ｳ貂ｬ縺ｮ郢碑ｾｼ縺ｿ蟠ｩ繧鯉ｼ昜ｸｭ譛溘お繝阪Ν繧ｮ繝ｼ萓｡譬ｼ縺ｮ荳咲｢ｺ螳滓ｧ蜀堺ｸ頑・縲阪・/p>
Deal Watch 窶・譛ｬ譌･・冗峩霑代・豕ｨ逶ｮ譯井ｻｶ
| WTI蜴滓ｲｹ | 邀ｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ繧貞女縺大次豐ｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ縲∝燕蝟ｶ讌ｭ譌･5/22縺ｮWTI 90.32繝峨Ν・磯ｱ谺｡-8%雜・･關ｽ・峨°繧峨・荳句､遑ｬ逶ｴ蛹厄ｼ倶ｸ雁､蝨ｧ蜉帛・荳頑・縲らｱｳ譎る俣28譌･縺ｮWTI蟶ょｴ縺ｧ縺ｮ萓｡譬ｼ蠖｢謌舌・譛ｬ譌･螟墓婿縲懈・譛昴↓縺九￠縺ｦ郢碑ｾｼ縺ｿ |
|---|---|
| 閭梧勹 | (a)邀ｳ霆阪′繧､繝ｩ繝ｳ霆堺ｺ区命險ｭ謾ｻ謦・√う繝ｩ繝ｳ髱ｩ蜻ｽ髦ｲ陦幃嚏縺檎ｱｳ遨ｺ霆榊渕蝨ｰ謾ｻ謦・匱陦ｨ縺ｨ隍・焚豬ｷ螟悶Γ繝・ぅ繧｢蝣ｱ縲・b)邀ｳ繧､繝ｩ繝ｳ陞榊柱繧ｷ繝翫Μ繧ｪ蟾ｻ縺肴綾縺・/strong>・昴・繝ｫ繝繧ｺ豬ｷ蟲｡蜀埼幕譛溷ｾ・励え繝ｩ繝ｳ豼・ｸｮ荳譎ょ●豁｢隕壽嶌隕ｳ貂ｬ縺ｮ郢碑ｾｼ縺ｿ蟠ｩ繧後・c)繝帙Ν繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌・/strong>・昜ｸ也阜豬ｷ荳雁次豐ｹ霈ｸ騾√・邏・0%縺碁夐℃縺吶ｋ謌ｦ逡･隕∬｡昴∈縺ｮ蠖ｱ髻ｿ蜀咲ｹ碑ｾｼ縺ｿ縲・d)荳ｭ譛溘お繝阪Ν繧ｮ繝ｼ萓｡譬ｼ縺ｮ荳咲｢ｺ螳滓ｧ蜀堺ｸ頑・ |
| 讌ｭ逡悟性諢・/th> | (a)遏ｳ豐ｹ蜈・｣ｲ繧贋ｸｭ蝣・ｼ・NEOS HD繝ｻ蜃ｺ蜈芽・逕｣繝ｻ繧ｳ繧ｹ繝｢繧ｨ繝阪Ν繧ｮ繝ｼHD・峨・邊ｾ陬ｽ繝槭・繧ｸ繝ｳ螟牙喧・晏次豐ｹ荳頑・縺ｯ邊ｾ陬ｽ繝槭・繧ｸ繝ｳ謾ｹ蝟・ｦ∝屏縲・b)蜀咲函蜿ｯ閭ｽ繧ｨ繝阪Ν繧ｮ繝ｼ・亥､ｪ髯ｽ蜈峨・鬚ｨ蜉帙・豌ｴ邏繝ｻ繝舌う繧ｪ繝槭せ・峨・遶ｶ莠牙鴨逶ｸ蟇ｾ謾ｹ蝟・/strong>・晏喧遏ｳ辯・侭繧ｳ繧ｹ繝井ｸ頑・螻髱｢縲・c)闢・崕豎繝ｻEV蜈・崕繧､繝ｳ繝輔Λ荳ｭ蝣・・莠区･ｭ讖滉ｼ壽僑螟ｧ縲・d)辯・侭蝠・､ｾ繝ｻLP繧ｬ繧ｹ荳ｭ蝣・・繝槭・繧ｸ繝ｳ邂｡逅・/strong>・昜ｾ｡譬ｼ螟牙虚荳九・蝨ｨ蠎ｫ邂｡逅・姶逡･ |
譛ｬ譌･5/28縺ｮUSD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺・/strong>縺ｯ縲・strong>譛我ｺ九・蜀・ｲｷ縺・ｼ昜ｸｭ譚ｱ邱願ｿｫ荳九・螳牙・雉・肇髴隕・/strong>縺ｧ繝峨Ν蜀・′蜑肴律5/27縺ｮ159蜀・床蠕悟濠縺九ｉ1蜀・ｨ句ｺｦ縺ｮ蜀・ｫ俶綾縺励りｼｸ蜈･辯・侭・亥次豐ｹ繝ｻLNG繝ｻLP繧ｬ繧ｹ繝ｻ遏ｳ轤ｭ・峨・繝峨Ν蜀・鋤邂励さ繧ｹ繝医↓荳驛ｨ邱ｩ蜥悟柑譫・/strong>繧堤匱逕溘・strong>蜴滓ｲｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ縺ｮ荳頑険繧悟悸蜉・/strong>縺ｨ蜀・ｫ俶綾縺励・荳区険繧悟悸蜉・/strong>縺ｮ逶ｸ谿ｺ讒矩縺御ｸｭ譛溘お繝阪Ν繧ｮ繝ｼ萓｡譬ｼ縺ｮ譁ｹ蜷第─繧剃ｸ埼乗・蛹悶・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ(a)蜴滓ｲｹ繝ｻLNG萓｡譬ｼ螟牙虚荳九・繧ｨ繝阪Ν繧ｮ繝ｼ蝠・､ｾ繝ｻ辯・侭蜊ｸ荳ｭ蝣・・b)蜀阪お繝堺ｺ区･ｭ閠・猶PA螂醍ｴ・ｸｭ蝣・・c)EV蜈・崕繧､繝ｳ繝輔Λ荳ｭ蝣・・d)闢・崕豎繝ｻ豌ｴ邏莠区･ｭ荳ｭ蝣・/strong>縺ｮ4霆ｸ縺悟髄縺薙≧12-24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
蜑阪・律5/25蜈ｬ陦ｨ縺ｮ繝九メ繝ｪ繝ｧ繧ｯ竊・strong>RSJ邏埼ｪｨ蝣ゆｺ区･ｭ蜿門ｾ・/strong>縺ｯ譛ｬ譌･5/28繧らｶ咏ｶ壹ヵ繧ｩ繝ｭ繝ｼ縲・strong>髴雁恍驕句霧ﾃ礼ｴ埼ｪｨ蝣ゆｺ区･ｭ縺ｮ蜿門ｾ・/strong>・・strong>蟆大ｭ宣ｫ倬ｽ｢蛹紋ｸ九・邨よｴｻ蟶ょｴ諡｡螟ｧ繧ｷ繧ｰ繝翫Ν縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲碁怺蝨偵・邨よｴｻ繧ｵ繝ｼ繝薙せ荳ｭ蝣・怜､ｧ謇句叙繧願ｾｼ縺ｿ縲・/strong>縺悟髄縺薙≧24繝ｶ譛医・邯咏ｶ夊ｦｳ蟇溘ユ繝ｼ繝槭・/p>
MASP Intelligence Perspective
譛ｬ譌･5/28縺ｮ繧ｨ繝阪Ν繧ｮ繝ｼ繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ縲檎ｱｳ繧､繝ｩ繝ｳ霆堺ｺ玖｡晉ｪ∝ｱ・晏次豐ｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ・九・繝ｫ繝繧ｺ豬ｷ蟲｡蜀榊ｰ・事隴ｦ謌抵ｼ偽SD/JPY 158蜀・床蜑榊濠縺ｸ縺ｮ蜀・ｫ俶綾縺暦ｼ晁ｼｸ蜈･辯・侭繧ｳ繧ｹ繝井ｸ驛ｨ邱ｩ蜥後・逶ｸ谿ｺ讒矩・狗ｱｳ繧､繝ｩ繝ｳ陞榊柱繧ｷ繝翫Μ繧ｪ蟾ｻ縺肴綾縺励・/strong>縺ｮ4霆ｸ郢碑ｾｼ縺ｿ縲・ASP繧ｽ繝ｼ繧ｷ繝ｳ繧ｰ逶ｮ邱壹〒縺ｯ縲・strong>(a)蜴滓ｲｹ繝ｻLNG萓｡譬ｼ螟牙虚荳九・繧ｨ繝阪Ν繧ｮ繝ｼ蝠・､ｾ繝ｻ辯・侭蜊ｸ荳ｭ蝣・・b)蜀阪お繝堺ｺ区･ｭ閠・猶PA螂醍ｴ・ｸｭ蝣・・c)EV蜈・崕繧､繝ｳ繝輔Λ繝ｻ闢・崕豎繝ｻ豌ｴ邏莠区･ｭ荳ｭ蝣・・d)遏ｳ豐ｹ蜈・｣ｲ繧贋ｸｭ蝣・怜・繧ｨ繝堺ｺ区･ｭ繝昴・繝医ヵ繧ｩ繝ｪ繧ｪ蜀咲ｷｨ縺ｮ4繧ｫ繝・ざ繝ｪ繝ｼ縺悟髄縺薙≧12-24繝ｶ譛医・荳ｻ霆ｸ繝・・繝槭↓邯咏ｶ壼ｼｷ蛹悶よ悽譌･5/28縺ｮ蜴滓ｲｹ繝ｪ繧ｹ繧ｯ繝励Ξ繝溘い繝蜀咲ｹ碑ｾｼ縺ｿ・区怏莠九・蜀・ｲｷ縺・/strong>縺ｮ郢碑ｾｼ縺ｿ縺ｧ繧ｨ繝阪Ν繧ｮ繝ｼ繧ｻ繧ｯ繧ｿ繝ｼ縺ｯ萓｡譬ｼ螟牙虚荳九・莠区･ｭ讖滉ｼ壽僑螟ｧ螻髱｢縺ｸ縲・/p>
