B r a n d -n e w D e a l
2012
20112011 3
4 1 3 31
1858
1949
202,241
107-8077
2 5 1
: 81 3 3497-2121
2011 8
530-8448
3 1 3
: 81 6 7638-2121
http://www.itochu.co.jp
http://www.itochu.co.jp/ja/ir/
2011 4 1
: 9
: 117
*
: 62,635
: 4,301
*
632 298
342
2011 3 31
2011 3 31 4 1
2011 3
*1 2010 6 1
SNAPSHOT
· ·
·
·
CGB
· Mount Newman JV
200
400
600
800
1,000
500
310
660
490
560
450
800
Frontier-2006 2005/4 2007/3 Frontier + 2008 2007/4 2009/3
Frontier e 2010 2009/4 2011/3 Brand-new Deal 2012 2011/4 2013/3
1,900
1,700
1,100
/
·
Paul Smith
Stapleton’s (Tyre Services) Ltd. ·
FamilyMart
CVS
P32 P52
·
·
/
P5
NAMISA renoma EGT Kwik-Fit CPV Keenan II LLC FamilyMart CVS DEAN & DELUCA
SNAPSHOT
* 3 * 3 31 * 3 * 3
2007 2011 9,858
2002 2006
6,088
2011 1.4 NET DER
2002
5.8
2007 2011 17.9% ROE
2002 2006
2007 2011 1,694
2002 2006
478
2007 2011 2,422
2002 2006
1,766
2007 2011 16.7
2002 2006
90
· 10
NET DER
NET DER 1999 3 13.7 NET DER 2011 3 1.4
NET DER 1.5 ~2.0
10
–100
100
200
300
02030405060708091011
1230
20
32
77
144
176
217
165
128
161
240
3.5
300600
900
1,200
1.6
02030405060708091011
12
579
565
556
630
714
908
995
1,061
924
1,0411,050
3 31 3 31
500
1,000
1,500
2,000
2,5000
1
2
3
4
5
6
020304050607080910
11
12
NET DER
5.8
NET DER
1.4
5.8
4.8
4.7
3.7
2.4
1.8
1.7
2.1
1.6
1.6
1.4
/ /NET DER
2002 3
2011 3
5
6,088
5
478
5
1,694
5
9,858
3 31
NET DER
? 2,000
20%? 2,000
30% 2012 3
33
ROE
ROE
15
ROE
–500
–400–300
–200–1000100200300400500
02
03
04
05
06
07
08
09
10
11
214431
1695
174
185
129127
185
105
55
128
80
83
66
326
49
196
230
1
217
236
153
66
277
295
99
337
106
5
10
1520
2530350203
04
05060708091011
12
5.00
5.00
7.00
9.00
14.00
18.0018.50
15.00
18.00
33.00
5
1015
20
2530
ROE
02030405060708091012
11
10.3%
17.9%
8.4
4.8
—
16.6
23.4
21.8
23.3
18.1
13.2
14.3
19.2
3 31
2004 3 N.A.
3 31
5
1,766
5
2,422
5
5.2
5
16.7
3 31
5
5
2010 4
Brand-new Deal 2012
2012 3
http://www.itochu.co.jp/ja/news/
90 2000 1,000 2001 3 3,100
2011 3 3 1 1,500 9,000
NET DER
8.0 1.4 10
6.0%
10
Frontier e 2010
Orient Corporation 41 2010 3 328 1,610
Frontier e
2010
564 1 1,548
NET DER 1.4 2 5,600
1,100 4,500
40
Pay for Performance
·
·
7 5 11
·
·
· · · · · · ·
16 11
Brand-new Deal 2012
2012 3 2013 3 2
2012 3 1
Brand-new Deal 2012
2,400 2011 3
49%
NET DER 1.6
2
10%
CITIC
IPP GE
2
2 8,000 2,400 · ·
Kwik-Fit Stapleton s (Tyre Services) Ltd.
1
2