以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Digital Garage
14 atoms · 跨 3 天 · 首见 2026-04-26 · 最近 2026-06-10
三色: 🟦 fact 11 · 🟥 take 3 · stance ▲1/▼2/◆0
来源: X 14
时态: fresh:13 · stale:1
标签: 好数字:11 · 好思考:2 · 好观点:1
叙事 (narrative) (2)
- 2026-06-10 · management quality perceived
bad mgmt mostly
tags: 好思考 · → daily
value: direction=bad
- 2026-06-10 · support EQT bid because of reinvestment option
DG is supporting them because they will let DG reinvest in private Kakaku
tags: 好思考 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-04-26
[老旧] · 支付业务估值
the payments biz at DG (which is not small!) is trading at or below zero when considering Kakaku+ net cash
tags: 好观点 · → daily
value: direction=at_or_below_zero
事实 (fact) (11)
- 2026-06-10 · payment app GMV
Digital Garage payment app does 9-10trillion in GMV
tags: 好数字 · → daily
value: qty=9-10trln
- 2026-06-10 · payment app GMV potential addition from CurePort
potential for another 4.7trillion soon
tags: 好数字 · → daily
value: qty=4.7trn
- 2026-06-10 · market capitalization
DG mkt cap = 88bn JPY
tags: 好数字 · → daily
value: qty=88bn JPY
- 2026-06-10 · Kakaku holding value
Kakaku holding = 136bn
tags: 好数字 · → daily
value: qty=136bn JPY
- 2026-06-10 · net cash
Net cash = 32bn (approx)
tags: 好数字 · → daily
value: qty=32bn JPY
- 2026-06-10 · VC investments value
VC investments = 10-15bn (approx)
tags: 好数字 · → daily
value: qty=10-15bn JPY
- 2026-06-10 · stock price trading at 2016 lows
the stock is trading at 2016 lows
tags: 好数字 · → daily
- 2026-06-09 · 市值
DG mkt cap = 88bn JPY
tags: 好数字 · → daily
value: qty=88bn JPY
- 2026-06-09 · 净现金
Net cash = 32bn (approx)
tags: 好数字 · → daily
value: qty=32bn JPY (approx)
- 2026-06-09 · VC 投资估值
VC investments = 10-15bn (approx)
tags: 好数字 · → daily
value: qty=10-15bn JPY (approx)
- 2026-06-09 · 支付业务估值
Payments biz valuation (earnings and GMV based vs comps) = 100-150bn
tags: 好数字 · → daily
value: qty=100-150bn JPY
时间轴 (近 20)
- 2026-06-10 ·
fact · payment app GMV · → daily
- 2026-06-10 ·
fact · payment app GMV potential addition from CurePort · → daily
- 2026-06-10 ·
fact · market capitalization · → daily
- 2026-06-10 ·
fact · Kakaku holding value · → daily
- 2026-06-10 ·
fact · net cash · → daily
- 2026-06-10 ·
fact · VC investments value · → daily
- 2026-06-10 ·
narrative · management quality perceived · → daily
- 2026-06-10 ·
narrative · support EQT bid because of reinvestment option · → daily
- 2026-06-10 ·
fact · stock price trading at 2016 lows · → daily
- 2026-06-09 ·
fact · 市值 · → daily
- 2026-06-09 ·
fact · 净现金 · → daily
- 2026-06-09 ·
fact · VC 投资估值 · → daily
- 2026-06-09 ·
fact · 支付业务估值 · → daily
- 2026-04-26 ·
position · 支付业务估值 · → daily
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