Reported Earnings • May 08
Second quarter 2026 earnings released: EPS: JP¥5.10 (vs JP¥1.04 in 2Q 2025) Second quarter 2026 results: EPS: JP¥5.10 (up from JP¥1.04 in 2Q 2025). Revenue: JP¥5.32b (down 39% from 2Q 2025). Net income: JP¥655.0m (up 393% from 2Q 2025). Profit margin: 12% (up from 1.5% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Ankündigung • Apr 01
COLOPL, Inc. to Report Q2, 2026 Results on May 07, 2026 COLOPL, Inc. announced that they will report Q2, 2026 results at 3:30 PM, Tokyo Standard Time on May 07, 2026 New Risk • Mar 08
New major risk - Revenue and earnings growth Earnings have declined by 63% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 102% Earnings have declined by 63% per year over the past 5 years. Buy Or Sell Opportunity • Feb 25
Now 20% overvalued Over the last 90 days, the stock has fallen 4.9% to JP¥426. The fair value is estimated to be JP¥355, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Feb 05
Now 26% overvalued The stock has been flat over the last 90 days, currently trading at JP¥446. The fair value is estimated to be JP¥353, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Ankündigung • Dec 27
COLOPL, Inc. to Report Q1, 2026 Results on Feb 04, 2026 COLOPL, Inc. announced that they will report Q1, 2026 results on Feb 04, 2026 Reported Earnings • Nov 07
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: JP¥2.38 loss per share (improved from JP¥14.54 loss in FY 2024). Revenue: JP¥25.9b (flat on FY 2024). Net loss: JP¥306.0m (loss narrowed 84% from FY 2024). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 8.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Ankündigung • Nov 05
COLOPL, Inc., Annual General Meeting, Dec 23, 2025 COLOPL, Inc., Annual General Meeting, Dec 23, 2025. Ankündigung • Sep 26
COLOPL, Inc. to Report Fiscal Year 2025 Results on Nov 05, 2025 COLOPL, Inc. announced that they will report fiscal year 2025 results on Nov 05, 2025 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%). Major Estimate Revision • Sep 12
Consensus EPS estimates fall by 92% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥29.0b to JP¥27.4b. EPS estimate also fell from JP¥7.80 per share to JP¥0.60 per share. Net income forecast to grow 88% next year vs 29% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥600 unchanged from last update. Share price was steady at JP¥529 over the past week. Reported Earnings • Aug 08
Third quarter 2025 earnings released: JP¥6.06 loss per share (vs JP¥4.76 loss in 3Q 2024) Third quarter 2025 results: JP¥6.06 loss per share (further deteriorated from JP¥4.76 loss in 3Q 2024). Revenue: JP¥4.96b (down 12% from 3Q 2024). Net loss: JP¥778.0m (loss widened 27% from 3Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Declared Dividend • Jul 26
Dividend of JP¥20.00 announced Dividend of JP¥20.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 24th December 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (425% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 9 years. However, payments have been volatile during that time. Ankündigung • Jun 25
COLOPL, Inc. to Report Q3, 2025 Results on Aug 06, 2025 COLOPL, Inc. announced that they will report Q3, 2025 results on Aug 06, 2025 Reported Earnings • May 08
Second quarter 2025 earnings released: EPS: JP¥1.04 (vs JP¥5.42 in 2Q 2024) Second quarter 2025 results: EPS: JP¥1.04 (down from JP¥5.42 in 2Q 2024). Revenue: JP¥8.73b (up 23% from 2Q 2024). Net income: JP¥133.0m (down 81% from 2Q 2024). Profit margin: 1.5% (down from 9.8% in 2Q 2024). Revenue is expected to decline by 8.6% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 12%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Ankündigung • Apr 01
COLOPL, Inc. to Report Q2, 2025 Results on May 07, 2025 COLOPL, Inc. announced that they will report Q2, 2025 results at 3:30 PM, Tokyo Standard Time on May 07, 2025 Reported Earnings • Feb 06
First quarter 2025 earnings released: EPS: JP¥0.34 (vs JP¥4.05 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥0.34 (up from JP¥4.05 loss in 1Q 2024). Revenue: JP¥5.31b (down 5.6% from 1Q 2024). Net income: JP¥44.0m (up JP¥563.0m from 1Q 2024). Profit margin: 0.8% (up from net loss in 1Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 13%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. Ankündigung • Jan 08
COLOPL, Inc. to Report Q1, 2025 Results on Feb 05, 2025 COLOPL, Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Feb 05, 2025 Reported Earnings • Dec 28
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: JP¥14.54 loss per share (down from JP¥13.61 profit in FY 2023). Revenue: JP¥26.0b (down 16% from FY 2023). Net loss: JP¥1.87b (down 207% from profit in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 9.8%. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 08
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: JP¥14.54 loss per share (down from JP¥14.76 profit in FY 2023). Revenue: JP¥26.0b (down 16% from FY 2023). Net loss: JP¥1.87b (down 199% from profit in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 8.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Ankündigung • Nov 06
COLOPL, Inc., Annual General Meeting, Dec 20, 2024 COLOPL, Inc., Annual General Meeting, Dec 20, 2024. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 26 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Major Estimate Revision • Sep 19
Consensus EPS estimates fall by 89% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥27.0b to JP¥26.3b. EPS estimate also fell from JP¥7.00 per share to JP¥0.80 per share. Net income forecast to shrink 84% next year vs 23% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥600 unchanged from last update. Share price was steady at JP¥559 over the past week. New Risk • Sep 18
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 106% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 16x earnings per share. Cash payout ratio: 166% Earnings are forecast to decline by an average of 106% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin). Ankündigung • Aug 29
COLOPL, Inc. to Report Fiscal Year 2024 Results on Nov 06, 2024 COLOPL, Inc. announced that they will report fiscal year 2024 results on Nov 06, 2024 Declared Dividend • Aug 29
Dividend of JP¥20.00 announced Dividend of JP¥20.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 26th December 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 16x earnings) nor is it covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,705% to bring the payout ratio under control. EPS is expected to grow by 82% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Reported Earnings • Aug 12
Third quarter 2024 earnings released: JP¥4.76 loss per share (vs JP¥2.43 profit in 3Q 2023) Third quarter 2024 results: JP¥4.76 loss per share (down from JP¥2.43 profit in 3Q 2023). Revenue: JP¥5.60b (down 15% from 3Q 2023). Net loss: JP¥611.0m (down 296% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 7.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. New Risk • Jul 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 237% Cash payout ratio: 166% Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. Ankündigung • Jun 27
COLOPL, Inc. to Report Q3, 2024 Results on Aug 07, 2024 COLOPL, Inc. announced that they will report Q3, 2024 results on Aug 07, 2024 Major Estimate Revision • Jun 15
Consensus EPS estimates fall by 51% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥3.90 to JP¥1.90 per share. Revenue forecast steady at JP¥25.9b. Net income forecast to shrink 48% next year vs 8.8% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥590 unchanged from last update. Share price rose 6.7% to JP¥634 over the past week. Ankündigung • Jun 09
COLOPL, Inc. (TSE:3668) acquired 12.50% stake in Crypto Blockchain Industries (ENXTPA:ALCBI) for €12.5 million. COLOPL, Inc. (TSE:3668) acquired 12.50% stake in Crypto Blockchain Industries (ENXTPA:ALCBI) for €12.5 million on June 7, 2024. A cash consideration of €12.5 million valued at €0.34865 per share will be paid by COLOPL, Inc. As part of consideration, €12.5 million is paid towards common equity of Crypto Blockchain Industries.COLOPL, Inc. (TSE:3668) completed the acquisition of 12.50% stake in Crypto Blockchain Industries (ENXTPA:ALCBI) on June 7, 2024. Reported Earnings • May 09
Second quarter 2024 earnings released: EPS: JP¥4.98 (vs JP¥10.49 in 2Q 2023) Second quarter 2024 results: EPS: JP¥4.98 (down from JP¥10.49 in 2Q 2023). Revenue: JP¥7.09b (down 19% from 2Q 2023). Net income: JP¥639.0m (down 53% from 2Q 2023). Profit margin: 9.0% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 7.3% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Ankündigung • Mar 28
COLOPL, Inc. to Report Q2, 2024 Results on May 08, 2024 COLOPL, Inc. announced that they will report Q2, 2024 results on May 08, 2024 Major Estimate Revision • Mar 07
Consensus revenue estimates fall by 10% The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥29.0b to JP¥26.0b. EPS estimate fell from JP¥14.25 to JP¥11.30 per share. Net income forecast to shrink 24% next year vs 12% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥590 unchanged from last update. Share price was steady at JP¥570 over the past week. Reported Earnings • Feb 09
First quarter 2024 earnings released: JP¥4.05 loss per share (vs JP¥3.22 loss in 1Q 2023) First quarter 2024 results: JP¥4.05 loss per share (further deteriorated from JP¥3.22 loss in 1Q 2023). Revenue: JP¥5.63b (down 21% from 1Q 2023). Net loss: JP¥519.0m (loss widened 26% from 1Q 2023). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Ankündigung • Jan 10
COLOPL, Inc. to Report Q1, 2024 Results on Feb 07, 2024 COLOPL, Inc. announced that they will report Q1, 2024 results at 3:00 PM, Tokyo Standard Time on Feb 07, 2024 Reported Earnings • Dec 28
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥14.76 (down from JP¥18.84 in FY 2022). Revenue: JP¥30.9b (down 5.0% from FY 2022). Net income: JP¥1.89b (down 22% from FY 2022). Profit margin: 6.1% (down from 7.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Dec 21
Consensus EPS estimates fall by 17% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥30.0b to JP¥29.0b. EPS estimate also fell from JP¥17.20 per share to JP¥14.25 per share. Net income forecast to shrink 3.5% next year vs 11% growth forecast for Entertainment industry in Japan . Consensus price target down from JP¥710 to JP¥590. Share price fell 4.7% to JP¥569 over the past week. Price Target Changed • Dec 19
Price target decreased by 19% to JP¥590 Down from JP¥730, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥591. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of JP¥14.25 for next year compared to JP¥14.76 last year. Major Estimate Revision • Dec 13
Consensus EPS estimates increase by 25% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.9b to JP¥30.0b. EPS estimate increased from JP¥13.80 to JP¥17.20 per share. Net income forecast to grow 16% next year vs 16% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥710 unchanged from last update. Share price was steady at JP¥596 over the past week. Reported Earnings • Nov 10
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥14.76 (down from JP¥18.84 in FY 2022). Revenue: JP¥30.9b (down 5.0% from FY 2022). Net income: JP¥1.89b (down 22% from FY 2022). Profit margin: 6.1% (down from 7.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is expected to decline by 6.9% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 2.4%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance. Ankündigung • Nov 09
COLOPL, Inc. Proposes Dividend for the Fiscal Year Ended September 30, 2023, Payable on December 26, 2023 COLOPL, Inc. announced that at the meeting of the Board of Directors held on November 8, 2023, the Company has resolved to making the proposal for the year-end dividend payout of JPY 20.00 per share for the fiscal year ended September 30, 2023 against JPY 20.00 per share paid a year ago. The Company plans to conduct this payout after the resolution at the 15th Ordinary Shareholders Meeting, to be held on December 22, 2023. Total dividends are JPY 2,565 million. Source of dividend is retained earnings. Effective date is December 26, 2023. Record Date is September 30, 2023. Ankündigung • Nov 08
COLOPL, Inc., Annual General Meeting, Dec 22, 2023 COLOPL, Inc., Annual General Meeting, Dec 22, 2023. Major Estimate Revision • Sep 22
Consensus EPS estimates fall by 27% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥32.3b to JP¥31.7b. EPS estimate also fell from JP¥21.60 per share to JP¥15.85 per share. Net income forecast to grow 108% next year vs 9.5% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥710 unchanged from last update. Share price fell 5.6% to JP¥612 over the past week. New Risk • Sep 21
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 290% Cash payout ratio: 201% Earnings are forecast to decline by an average of 5.0% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (2.8% net profit margin). Upcoming Dividend • Sep 21
Upcoming dividend of JP¥20.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 December 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%). New Risk • Aug 04
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 10.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 290% Cash payout ratio: 201% Minor Risk Profit margins are more than 30% lower than last year (2.8% net profit margin). Reported Earnings • Aug 03
Third quarter 2023 earnings released: EPS: JP¥2.43 (vs JP¥7.57 in 3Q 2022) Third quarter 2023 results: EPS: JP¥2.43 (down from JP¥7.57 in 3Q 2022). Revenue: JP¥6.59b (down 11% from 3Q 2022). Net income: JP¥312.0m (down 68% from 3Q 2022). Profit margin: 4.7% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Jul 12
Consensus EPS estimates increase by 16% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥32.2b to JP¥33.2b. EPS estimate increased from JP¥17.75 to JP¥20.53 per share. Net income forecast to grow 67% next year vs 12% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥710 unchanged from last update. Share price was steady at JP¥637 over the past week. Ankündigung • Jun 28
COLOPL, Inc. to Report Q3, 2023 Results on Aug 02, 2023 COLOPL, Inc. announced that they will report Q3, 2023 results on Aug 02, 2023 Major Estimate Revision • Jun 16
Consensus EPS estimates increase by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥30.4b to JP¥32.2b. EPS estimate increased from JP¥16.00 to JP¥17.75 per share. Net income forecast to grow 55% next year vs 12% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥710 unchanged from last update. Share price was steady at JP¥679 over the past week. Reported Earnings • May 12
Second quarter 2023 earnings released: EPS: JP¥10.49 (vs JP¥8.78 in 2Q 2022) Second quarter 2023 results: EPS: JP¥10.49 (up from JP¥8.78 in 2Q 2022). Revenue: JP¥8.79b (up 6.4% from 2Q 2022). Net income: JP¥1.35b (up 19% from 2Q 2022). Profit margin: 15% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 8.0% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Apr 15
Consensus EPS estimates fall by 14% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥14.20 to JP¥12.28 per share. Revenue forecast steady at JP¥31.0b. Net income forecast to grow 16% next year vs 13% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥710 unchanged from last update. Share price rose 6.4% to JP¥630 over the past week. Major Estimate Revision • Mar 10
Consensus EPS estimates fall by 28%, revenue upgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from JP¥30.2b to JP¥30.9b. EPS estimate fell from JP¥19.80 to JP¥14.20 per share. Net income forecast to grow 33% next year vs 13% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥710 unchanged from last update. Share price was steady at JP¥605 over the past week. Reported Earnings • Feb 09
First quarter 2023 earnings released: JP¥3.22 loss per share (vs JP¥5.29 profit in 1Q 2022) First quarter 2023 results: JP¥3.22 loss per share (down from JP¥5.29 profit in 1Q 2022). Revenue: JP¥7.11b (down 4.0% from 1Q 2022). Net loss: JP¥413.0m (down 161% from profit in 1Q 2022). Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Reported Earnings • Dec 28
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2022 results: EPS: JP¥18.84 (down from JP¥23.81 in FY 2021). Revenue: JP¥32.5b (down 12% from FY 2021). Net income: JP¥2.41b (down 21% from FY 2021). Profit margin: 7.4% (down from 8.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is expected to decline by 6.1% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Japan are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Ankündigung • Dec 28
COLOPL, Inc. to Report Q1, 2023 Results on Feb 08, 2023 COLOPL, Inc. announced that they will report Q1, 2023 results on Feb 08, 2023 Ankündigung • Nov 24
COLOPL, Inc. Announces Retirement of Shinsuke Ishiwatari as Director COLOPL, Inc. hereby announced that the meeting of the Board of Directors held on November 24, 2022, announced the retirement of Shinsuke Ishiwatari as director, due to expiration of his term of office. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Harold George Meij was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 11
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2022 results: EPS: JP¥18.84 (down from JP¥23.81 in FY 2021). Revenue: JP¥32.5b (down 12% from FY 2021). Net income: JP¥2.41b (down 21% from FY 2021). Profit margin: 7.4% (down from 8.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is expected to decline by 8.6% p.a. on average during the next 2 years, while revenues in the Entertainment industry in Japan are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Ankündigung • Sep 24
COLOPL, Inc. to Report Fiscal Year 2022 Results on Nov 09, 2022 COLOPL, Inc. announced that they will report fiscal year 2022 results on Nov 09, 2022 Major Estimate Revision • Sep 03
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥22.50 to JP¥25.21. Revenue forecast steady at JP¥31.5b. Net income forecast to shrink 24% next year vs 4.2% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥820 unchanged from last update. Share price was steady at JP¥687 over the past week. Reported Earnings • Aug 04
Third quarter 2022 earnings released: EPS: JP¥7.57 (vs JP¥11.38 loss in 3Q 2021) Third quarter 2022 results: EPS: JP¥7.57 (up from JP¥11.38 loss in 3Q 2021). Revenue: JP¥7.41b (down 8.4% from 3Q 2021). Net income: JP¥971.0m (up JP¥2.43b from 3Q 2021). Profit margin: 13% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is expected to shrink by 8.5% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Major Estimate Revision • Jul 14
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥15.50 to JP¥20.22. Revenue forecast steady at JP¥31.3b. Net income forecast to grow 165% next year vs 3.5% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥820 unchanged from last update. Share price was steady at JP¥650 over the past week. Ankündigung • Jun 24
COLOPL, Inc. to Report Q3, 2022 Results on Aug 03, 2022 COLOPL, Inc. announced that they will report Q3, 2022 results on Aug 03, 2022 Major Estimate Revision • Jun 03
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥13.10 to JP¥15.50. Revenue forecast steady at JP¥31.7b. Net income forecast to grow 126% next year vs 6.4% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥820 unchanged from last update. Share price rose 2.1% to JP¥635 over the past week. Major Estimate Revision • May 18
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥21.90 to JP¥13.10. Revenue forecast unchanged from JP¥31.8b at last update. Net income forecast to grow 119% next year vs 6.6% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥820 unchanged from last update. Share price fell 3.2% to JP¥605 over the past week. Reported Earnings • May 13
Second quarter 2022 earnings: EPS and revenues miss analyst expectations Second quarter 2022 results: EPS: JP¥8.78 (down from JP¥21.57 in 2Q 2021). Revenue: JP¥8.26b (down 23% from 2Q 2021). Net income: JP¥1.13b (down 59% from 2Q 2021). Profit margin: 14% (down from 26% in 2Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is expected to shrink by 9.0% compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Price Target Changed • Apr 27
Price target decreased to JP¥820 Down from JP¥1,030, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥645. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥21.90 for next year compared to JP¥23.81 last year. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Harold George Meij was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Ankündigung • Apr 04
COLOPL, Inc. to Report Q2, 2022 Results on May 11, 2022 COLOPL, Inc. announced that they will report Q2, 2022 results at 3:00 PM, Tokyo Standard Time on May 11, 2022 Price Target Changed • Mar 03
Price target decreased to JP¥820 Down from JP¥1,030, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥650. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥21.90 for next year compared to JP¥23.81 last year. Reported Earnings • Feb 10
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: JP¥5.29 (down from JP¥9.77 in 1Q 2021). Revenue: JP¥7.41b (down 14% from 1Q 2021). Net income: JP¥677.0m (down 46% from 1Q 2021). Profit margin: 9.1% (down from 14% in 1Q 2021). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is expected to shrink by 11% compared to a 5.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Major Estimate Revision • Jan 17
Consensus EPS estimates fall by 27% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥33.6b to JP¥32.7b. EPS estimate also fell from JP¥28.90 per share to JP¥21.03 per share. Net income forecast to shrink 12% next year vs 5.7% decline forecast for Entertainment industry in Japan. Consensus price target of JP¥960 unchanged from last update. Share price rose 2.2% to JP¥659 over the past week. Major Estimate Revision • Dec 10
Consensus EPS estimates increase to JP¥28.90 The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥33.2b to JP¥33.6b. EPS estimate increased from JP¥24.65 to JP¥28.90 per share. Net income forecast to grow 21% next year vs 6.2% decline forecast for Entertainment industry in Japan. Consensus price target of JP¥960 unchanged from last update. Share price was steady at JP¥677 over the past week. Reported Earnings • Nov 07
Full year 2021 earnings released: EPS JP¥23.81 (vs JP¥62.45 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥37.1b (down 18% from FY 2020). Net income: JP¥3.05b (down 62% from FY 2020). Profit margin: 8.2% (down from 18% in FY 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Ankündigung • Aug 06
COLOPL, Inc Announces Notice of Settlement of Lawsuit COLOPL, Inc. announced that it has reached an agreement with Nintendo Co. Ltd. on the settlement of a lawsuit filed against the Company by Nintendo. The Company also announced that it has recorded extraordinary losses in the third quarter of the fiscal year ending September 30, 2021 as a result of this agreement. As stated in the "Notice of Lawsuit Filed against the Company" dated January 10, 2018, the Company was sued by Nintendo on December 22, 2017 regarding patent infringement in "Shironeko Project" (the "Lawsuit"). Furthermore, as described in the "(Progress of Matters to be Disclosed) Notice of Change in Amount of Lawsuit Filed against the Company for Damages " dated February 12, 2021 and April 21, 2021, the "Petition for Amendment of Claim" were submitted to change the amount of damages claimed. Subsequently, the Company determined that it would be best to resolve the matter as soon as possible through a settlement, and has now reached an agreement on the settlement. The terms of the agreement are that the Company will pay Nintendo a total of 3.3 billion yen as a settlement for the lawsuit, including future licensing, and that Nintendo will withdraw the lawsuit. Reported Earnings • Aug 05
Third quarter 2021 earnings released: JP¥11.38 loss per share (vs JP¥10.26 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥8.10b (down 21% from 3Q 2020). Net loss: JP¥1.46b (down 211% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Ankündigung • Jun 26
Blogwatcher Inc. signed a business transfer agreement to acquire Odekake labo Business of COLOPL, Inc. (TSE:3668). Blogwatcher Inc. signed a business transfer agreement to acquire Odekake labo business of COLOPL, Inc. (TSE:3668) on June 24, 2021. The transaction is expected to be completed on July 1, 2021. The transaction will have a minor impact on the business of COLOPL, Inc. Major Estimate Revision • Jun 11
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥45.13 to JP¥50.33. Revenue forecast steady at JP¥43.3b. Net income forecast to shrink 11% next year vs 20% growth forecast for Entertainment industry in Japan . Consensus price target of JP¥1,030 unchanged from last update. Share price rose 6.8% to JP¥831 over the past week. Reported Earnings • May 10
Second quarter 2021 earnings released: EPS JP¥21.57 (vs JP¥20.32 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥10.7b (down 4.1% from 2Q 2020). Net income: JP¥2.76b (up 6.3% from 2Q 2020). Profit margin: 26% (up from 23% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Ankündigung • Apr 27
COLOPL, Inc. Announces Notice of Change in Amount of Lawsuit Filed By Nintendo Co. Ltd. for Damages COLOPL, Inc. announced that Nintendo Co. Ltd. plaintiff in the lawsuit, submitted a petition for amendment of claim dated April 13, 2021 to change the amount of damages claimed against the company in relation to the lawsuit claiming damages (the Lawsuit), which was announced in the (progress of matters to be disclosed) notice of change in amount of lawsuit filed against the company for damages on February 12, 2021. Changes by petition for amendment of claim: in this petition for amendment of claim the plaintiff is changing the amount of the claim as follows. Damage claim: (before change): JPY 4,950 million and delayed damages; (After change): JPY 9,699 million and delayed damages. The plaintiff says that the amount of the claim was added by the passage of time and other factors after the filling of the lawsuit. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥761, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Entertainment industry in Japan. Total loss to shareholders of 2.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥306 per share. Major Estimate Revision • Mar 11
Analysts update estimates The 2021 consensus revenue estimate increased from JP¥33.9b to JP¥36.4b. Earnings per share (EPS) estimate was lowered from JP¥37.65 to JP¥33.68 for the same period. Net income is expected to shrink by 34% next year compared to 24% growth forecast for the Entertainment industry in Japan . The consensus price target of JP¥1,030 was unchanged from the last update. Share price is up 2.1% to JP¥862 over the past week. Ankündigung • Mar 03
COLOPL, Inc. to Report Q2, 2021 Results on May 07, 2021 COLOPL, Inc. announced that they will report Q2, 2021 results on May 07, 2021 Ankündigung • Feb 26
Colopl, Inc. Announces Notice of Change in Amount of Lawsuit Filed Against the Company for Damages COLOPL, Inc. hereby announced that Nintendo Co. Ltd. ('Nintendo'), plaintiff in the lawsuit, submitted a 'Petition for Amendment of Claim' dated December 21, 2020 to change the amount of damages claimed against the Company in relation to the lawsuit claiming damages (the "Lawsuit"), which was announced in the "Notice of Filing of Lawsuit against the Company" on January 10, 2018. Changes by 'Petition for Amendment of Claim': In this " Petition for Amendment of Claim" the plaintiff is changing the amount of the claim as follows. (Initial): JPY 4,400 million and delayed damages; (After change): JPY 4,950 million and delayed damages. The plaintiff says that the amount of the claim was added by the passage of time after the filing of the Lawsuit. Is New 90 Day High Low • Feb 24
New 90-day low: JP¥900 The company is down 3.0% from its price of JP¥924 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥297 per share. Ankündigung • Feb 18
truegio k.k. agreed to acquire "Smart Answer" business from COLOPL, Inc. (TSE:3668). truegio k.k. agreed to acquire "Smart Answer" business from COLOPL, Inc. (TSE:3668) on February 17, 2021. COLOPL, Inc.'s board approved the transaction on February 17, 2021. The transaction is expected to close on April 1, 2021. The impact of this business transfer on our business performance will be minor.