Reported Earnings • Jul 30
First quarter 2027 earnings released: JP¥21.48 loss per share (vs JP¥17.86 loss in 1Q 2026) First quarter 2027 results: JP¥21.48 loss per share (further deteriorated from JP¥17.86 loss in 1Q 2026). Revenue: JP¥971.0m (down 3.7% from 1Q 2026). Net loss: JP¥176.0m (loss widened 21% from 1Q 2026). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Declared Dividend • Jul 25
Final dividend of JP¥5.00 announced Dividend of JP¥5.00 is the same as last year. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to decline by 35% to shift the payout ratio to a potentially unsustainable range, which is more than the 22% EPS decline seen over the last 5 years. Annonce • Jun 01
ODK Solutions Company, Ltd. to Report Q1, 2027 Results on Jul 29, 2026 ODK Solutions Company, Ltd. announced that they will report Q1, 2027 results on Jul 29, 2026 Reported Earnings • May 06
Full year 2026 earnings released: EPS: JP¥16.97 (vs JP¥32.26 in FY 2025) Full year 2026 results: EPS: JP¥16.97 (down from JP¥32.26 in FY 2025). Revenue: JP¥6.66b (up 2.9% from FY 2025). Net income: JP¥139.0m (down 47% from FY 2025). Profit margin: 2.1% (down from 4.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Annonce • Apr 30
ODK Solutions Company, Ltd., Annual General Meeting, Jun 24, 2026 ODK Solutions Company, Ltd., Annual General Meeting, Jun 24, 2026. Annonce • Apr 21
ODK Solutions Company, Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026 ODK Solutions Company, Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.5%). Reported Earnings • Jan 30
Third quarter 2026 earnings released: JP¥9.88 loss per share (vs JP¥7.21 loss in 3Q 2025) Third quarter 2026 results: JP¥9.88 loss per share (further deteriorated from JP¥7.21 loss in 3Q 2025). Revenue: JP¥1.33b (down 5.8% from 3Q 2025). Net loss: JP¥81.0m (loss widened 37% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Annonce • Dec 27
ODK Solutions Company, Ltd. to Report Q3, 2026 Results on Jan 29, 2026 ODK Solutions Company, Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026 Declared Dividend • Dec 03
First half dividend of JP¥5.00 announced Dividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to decline by 58% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.4% EPS decline seen over the last 5 years. Reported Earnings • Oct 30
Second quarter 2026 earnings released: JP¥20.02 loss per share (vs JP¥16.92 loss in 2Q 2025) Second quarter 2026 results: JP¥20.02 loss per share (further deteriorated from JP¥16.92 loss in 2Q 2025). Revenue: JP¥1.09b (up 3.9% from 2Q 2025). Net loss: JP¥164.0m (loss widened 19% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%). Annonce • Sep 04
ODK Solutions Company, Ltd. to Report Q2, 2026 Results on Oct 29, 2025 ODK Solutions Company, Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025 Reported Earnings • Aug 01
First quarter 2026 earnings released: JP¥17.86 loss per share (vs JP¥15.19 loss in 1Q 2025) First quarter 2026 results: JP¥17.86 loss per share (further deteriorated from JP¥15.19 loss in 1Q 2025). Revenue: JP¥1.01b (down 4.6% from 1Q 2025). Net loss: JP¥146.0m (loss widened 19% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Declared Dividend • Jul 09
Final dividend of JP¥5.00 announced Dividend of JP¥5.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.3% EPS decline seen over the last 5 years. Reported Earnings • Jun 27
Full year 2025 earnings released: EPS: JP¥32.26 (vs JP¥32.85 in FY 2024) Full year 2025 results: EPS: JP¥32.26 (down from JP¥32.85 in FY 2024). Revenue: JP¥6.47b (up 10% from FY 2024). Net income: JP¥263.0m (down 1.1% from FY 2024). Profit margin: 4.1% (down from 4.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Annonce • Jun 06
ODK Solutions Company, Ltd. to Report Q1, 2026 Results on Jul 30, 2025 ODK Solutions Company, Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025 Reported Earnings • May 01
Full year 2025 earnings released: EPS: JP¥32.26 (vs JP¥32.85 in FY 2024) Full year 2025 results: EPS: JP¥32.26 (down from JP¥32.85 in FY 2024). Revenue: JP¥6.47b (up 10% from FY 2024). Net income: JP¥263.0m (down 1.1% from FY 2024). Profit margin: 4.1% (down from 4.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Annonce • Apr 30
ODK Solutions Company, Ltd., Annual General Meeting, Jun 24, 2025 ODK Solutions Company, Ltd., Annual General Meeting, Jun 24, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.1%). Annonce • Mar 01
ODK Solutions Company, Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025 ODK Solutions Company, Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025 Reported Earnings • Jan 31
Third quarter 2025 earnings released: JP¥7.21 loss per share (vs JP¥1.24 loss in 3Q 2024) Third quarter 2025 results: JP¥7.21 loss per share (further deteriorated from JP¥1.24 loss in 3Q 2024). Revenue: JP¥1.41b (up 12% from 3Q 2024). Net loss: JP¥59.0m (loss widened 490% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year. New Risk • Dec 16
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥4.59b market cap, or US$29.8m). Declared Dividend • Dec 04
First half dividend of JP¥5.00 announced Dividend of JP¥5.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.4% EPS decline seen over the last 5 years. Annonce • Dec 03
ODK Solutions Company, Ltd. to Report Q3, 2025 Results on Jan 30, 2025 ODK Solutions Company, Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025 Reported Earnings • Nov 01
Second quarter 2025 earnings released: JP¥16.92 loss per share (vs JP¥14.08 loss in 2Q 2024) Second quarter 2025 results: JP¥16.92 loss per share (further deteriorated from JP¥14.08 loss in 2Q 2024). Revenue: JP¥1.05b (up 8.2% from 2Q 2024). Net loss: JP¥138.0m (loss widened 21% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.0%). Annonce • Sep 12
ODK Solutions Company, Ltd. to Report Q2, 2025 Results on Oct 30, 2024 ODK Solutions Company, Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024 Reported Earnings • Aug 02
First quarter 2025 earnings released: JP¥15.19 loss per share (vs JP¥10.99 loss in 1Q 2024) First quarter 2025 results: JP¥15.19 loss per share (further deteriorated from JP¥10.99 loss in 1Q 2024). Revenue: JP¥1.06b (up 9.6% from 1Q 2024). Net loss: JP¥123.0m (loss widened 38% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Declared Dividend • Jul 11
Final dividend of JP¥5.00 announced Dividend of JP¥5.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to decline by 73% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.6% EPS decline seen over the last 5 years. Annonce • Jun 02
ODK Solutions Company, Ltd. to Report Q1, 2025 Results on Jul 31, 2024 ODK Solutions Company, Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 Reported Earnings • May 01
Full year 2024 earnings released: EPS: JP¥32.85 (vs JP¥28.91 in FY 2023) Full year 2024 results: EPS: JP¥32.85 (up from JP¥28.91 in FY 2023). Revenue: JP¥5.87b (up 5.4% from FY 2023). Net income: JP¥266.0m (up 13% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 22% 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. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.1%). Annonce • Mar 06
ODK Solutions Company, Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024 ODK Solutions Company, Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024 Reported Earnings • Feb 02
Third quarter 2024 earnings released: JP¥1.24 loss per share (vs JP¥4.17 loss in 3Q 2023) Third quarter 2024 results: JP¥1.24 loss per share (improved from JP¥4.17 loss in 3Q 2023). Revenue: JP¥1.26b (up 3.3% from 3Q 2023). Net loss: JP¥10.0m (loss narrowed 71% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 22% 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. Annonce • Nov 26
ODK Solutions Company, Ltd. to Report Q3, 2024 Results on Jan 31, 2024 ODK Solutions Company, Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Annonce • Nov 11
ODK Solutions Company, Ltd. Provides Earnings Forecast for the Fiscal Year Ending March 31, 2024 ODK Solutions Company, Ltd. provided earnings forecast for the fiscal year ending March 31, 2024. For the period, the company expects Net sales of JPY 6,200 million. Operating profit of JPY 340 million. Profit attributable to owners of parent of JPY 240 million. Basic earnings per share of JPY 29.64. Reported Earnings • Oct 27
Second quarter 2024 earnings released: JP¥14.08 loss per share (vs JP¥17.45 loss in 2Q 2023) Second quarter 2024 results: JP¥14.08 loss per share (improved from JP¥17.45 loss in 2Q 2023). Revenue: JP¥971.0m (up 1.9% from 2Q 2023). Net loss: JP¥114.0m (loss narrowed 20% from 2Q 2023). 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 4% per year, which means it has not declined as severely as earnings. Annonce • Sep 27
ODK Solutions Company, Ltd. to Report Q2, 2024 Results on Oct 25, 2023 ODK Solutions Company, Ltd. announced that they will report Q2, 2024 results on Oct 25, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥5.00 per share at 1.7% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%). Reported Earnings • Jul 27
First quarter 2024 earnings released: JP¥10.99 loss per share (vs JP¥15.62 loss in 1Q 2023) First quarter 2024 results: JP¥10.99 loss per share (improved from JP¥15.62 loss in 1Q 2023). Revenue: JP¥964.0m (up 5.0% from 1Q 2023). Net loss: JP¥89.0m (loss narrowed 31% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Annonce • May 31
ODK Solutions Company, Ltd. to Report Q1, 2024 Results on Jul 26, 2023 ODK Solutions Company, Ltd. announced that they will report Q1, 2024 results on Jul 26, 2023 Reported Earnings • Apr 29
Full year 2023 earnings released: EPS: JP¥28.91 (vs JP¥23.67 in FY 2022) Full year 2023 results: EPS: JP¥28.91 (up from JP¥23.67 in FY 2022). Revenue: JP¥5.57b (up 1.2% from FY 2022). Net income: JP¥236.0m (up 22% from FY 2022). Profit margin: 4.2% (up from 3.5% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share at 1.7% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: JP¥4.17 loss per share (vs JP¥2.07 loss in 3Q 2022) Third quarter 2023 results: JP¥4.17 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2022). Revenue: JP¥1.22b (flat on 3Q 2022). Net loss: JP¥34.0m (loss widened 100% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Annonce • Dec 08
ODK Solutions Company, Ltd. to Report Q3, 2023 Results on Jan 31, 2023 ODK Solutions Company, Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Takeo Mizuno was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 27
Second quarter 2023 earnings released: JP¥17.45 loss per share (vs JP¥17.20 loss in 2Q 2022) Second quarter 2023 results: JP¥17.45 loss per share (further deteriorated from JP¥17.20 loss in 2Q 2022). Revenue: JP¥953.0m (up 7.1% from 2Q 2022). Net loss: JP¥143.0m (loss widened 1.4% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%). Annonce • Sep 09
ODK Solutions Company, Ltd. to Report Q2, 2023 Results on Oct 26, 2022 ODK Solutions Company, Ltd. announced that they will report Q2, 2023 results on Oct 26, 2022 Annonce • Sep 01
ODK Solutions Company, Ltd. (TSE:3839) announces an Equity Buyback for 100,000 shares, representing 1.22% for ¥100 million. ODK Solutions Company, Ltd. (TSE:3839) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.22% of its issued share capital, for ¥100 million. The purpose of the program is to secure shares for restricted stock remuneration and to implement flexible capital policy in the future. The program will expire on May 31, 2023. As of August 31, 2022, the company had 8,197,288 shares in issue and 2,712 shares in treasury. Reported Earnings • Jul 30
First quarter 2023 earnings released: JP¥15.62 loss per share (vs JP¥10.98 loss in 1Q 2022) First quarter 2023 results: JP¥15.62 loss per share (down from JP¥10.98 loss in 1Q 2022). Revenue: JP¥918.0m (up 9.9% from 1Q 2022). Net loss: JP¥128.0m (loss widened 42% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year. Annonce • Jun 03
ODK Solutions Company, Ltd. to Report Q1, 2023 Results on Jul 27, 2022 ODK Solutions Company, Ltd. announced that they will report Q1, 2023 results on Jul 27, 2022 Annonce • May 26
ODK Solutions Company, Ltd. (TSE:3839) agreed to acquire E-learning and LMS services business from Kushim, Inc. (TSE:2345) for ¥180 million. ODK Solutions Company, Ltd. (TSE:3839) agreed to acquire E-learning and LMS services business from Kushim, Inc. (TSE:2345) for ¥180 million on May 25, 2022. As on October 31, 2021, E-learning and LMS services business generated total assets of \87 million and operating income of \58 million. The transaction is expected to complete on July 1, 2022. Buying Opportunity • May 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥767, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 12%. Annonce • May 02
ODK Solutions Company, Ltd., Annual General Meeting, Jun 28, 2022 ODK Solutions Company, Ltd., Annual General Meeting, Jun 28, 2022. Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥23.67 (vs JP¥57.83 in FY 2021) Full year 2022 results: EPS: JP¥23.67 (down from JP¥57.83 in FY 2021). Revenue: JP¥5.50b (up 1.6% from FY 2021). Net income: JP¥194.0m (down 59% from FY 2021). Profit margin: 3.5% (down from 8.8% in FY 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Takeo Mizuno was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Apr 08
ODK Solutions Company, Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022 ODK Solutions Company, Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022 Buying Opportunity • Mar 30
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 3.6%. The fair value is estimated to be JP¥804, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 21%. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.5%). Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥627, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 33% over the past three years. Buying Opportunity • Feb 15
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.3%. The fair value is estimated to be JP¥813, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years. Reported Earnings • Feb 02
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: JP¥2.07 loss per share (up from JP¥3.17 loss in 3Q 2021). Revenue: JP¥1.22b (up 35% from 3Q 2021). Net loss: JP¥17.0m (loss narrowed 35% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year. Reported Earnings • Oct 28
Second quarter 2022 earnings released: JP¥17.20 loss per share (vs JP¥13.79 loss in 2Q 2021) The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2022 results: Revenue: JP¥890.0m (up 87% from 2Q 2021). Net loss: JP¥141.0m (loss widened 25% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.2%). Valuation Update With 7 Day Price Move • Sep 03
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥768, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 22x in the IT industry in Japan. Total returns to shareholders of 92% over the past three years. Reported Earnings • Jul 30
First quarter 2022 earnings released: JP¥10.98 loss per share (vs JP¥11.83 loss in 1Q 2021) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥835.0m (up 81% from 1Q 2021). Net loss: JP¥90.0m (loss narrowed 7.2% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year. Annonce • Jul 01
ODK Solutions Company, Ltd. (TSE:3839) agreed to acquire ECS, Inc. from Masahiko Nakamoto, Akemi Nakamoto and Tsugumi Okuda. ODK Solutions Company, Ltd. (TSE:3839) agreed to acquire ECS, Inc. from Masahiko Nakamoto, Akemi Nakamoto and Tsugumi Okuda on June 30, 2021. In January 2021, ECS, Inc. reported a total assets of ¥214 million, total revenues of ¥333 million and net income of ¥5.4 million. The transaction was approved by the Board of Directors of ODK Solutions Company, Ltd. The transaction is expected to close on July 16, 2021. The transaction is expected to have a minor impact on business results this year of ODK Solutions Company, Ltd. Reported Earnings • Jun 27
Full year 2021 earnings released: EPS JP¥57.83 (vs JP¥44.53 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.41b (up 5.1% from FY 2020). Net income: JP¥474.0m (up 30% from FY 2020). Profit margin: 8.8% (up from 7.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year. Reported Earnings • May 03
Full year 2021 earnings released: EPS JP¥57.82 (vs JP¥44.53 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.41b (up 5.1% from FY 2020). Net income: JP¥474.0m (up 30% from FY 2020). Profit margin: 8.8% (up from 7.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%). Annonce • Mar 05
ODK Solutions Company, Ltd. to Report Fiscal Year 2021 Results on Apr 30, 2021 ODK Solutions Company, Ltd. announced that they will report fiscal year 2021 results on Apr 30, 2021 Is New 90 Day High Low • Feb 26
New 90-day high: JP¥790 The company is up 28% from its price of JP¥617 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 1.0% over the same period. Is New 90 Day High Low • Feb 05
New 90-day high: JP¥770 The company is up 16% from its price of JP¥661 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 5.0% over the same period. Reported Earnings • Feb 02
Third quarter 2021 earnings released: JP¥3.17 loss per share (vs JP¥3.66 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥908.0m (up 12% from 3Q 2020). Net loss: JP¥26.0m (loss narrowed 13% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year. Is New 90 Day High Low • Jan 09
New 90-day high: JP¥764 The company is up 10.0% from its price of JP¥694 on 09 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 2.0% over the same period. Is New 90 Day High Low • Dec 22
New 90-day high: JP¥719 The company is up 1.0% from its price of JP¥712 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also up 1.0% over the same period. Annonce • Oct 03
ODK Solutions Company, Ltd. to Report Q2, 2021 Results on Oct 28, 2020 ODK Solutions Company, Ltd. announced that they will report Q2, 2021 results on Oct 28, 2020