2484 Demaecan
- Japan Guru
- Jun 1
- 1 min read
Demaecan operates the food delivery platform "Demaecan," a top-tier player in the industry. Emphasizes in-site advertising. Under the LINE Yahoo umbrella.
top of page
3 Comments
bottom of page
Demaecan operates the food delivery platform "Demaecan," a top-tier player in the industry. Emphasizes in-site advertising. Under the LINE Yahoo umbrella.
Demaecan has been trading below 1x PBR since May last year, and on May 8th Baillie Gifford reported 5%+ holding
Parent co "Line Yahoo" has been consistently hitting the market little by little, and its stake has fallen 38% → 31% since July last year
April 30 2025, Baillie Gifford's ownership crossed 5%, owning appx 5.7 mil shares
Is 2484 Demaecan the ultimate beneficiary of the Japanese poverty?
PBR 0.7, Mkt cap 24 bil, Net cash.....34 bil
https://substack.com/home/post/p-158409700