Added to YB: 2026-09-03
Pitch date: 2026-09-01
3661.T [bullish]
m-up holdings, Inc.
+0.24%
current return
Author Info
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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 831.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
growth
The Sound of a Beat - m-up holdings, Inc.
3661.T (hold): Remains a 10% holding: the 20-30% grower has 45% niche share and trades at 6.5x EV/FCF, while the thesis now extends beyond Japanese fan clubs to overseas expansion. m-up was selected for the only IP360 project specifically focused on the music fan-club model and could receive up to ¥3B against ¥6B of investment. Near term, a record 34 Mrs. Green Apple concerts supports expectations for guidance upside, though the artist represents roughly 17% of sales.
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