MIXI, Inc.

TSE:2121 Rapport sur les actions

Capitalisation boursière : JP¥191.4b

MIXI Gestion

Gestion contrôle des critères 4/4

Le PDG MIXI est Koki Kimura, nommé en Jun2018, a un mandat de 8.08 ans. La rémunération annuelle totale est ¥ 158.00M, composée du salaire de 38% et des bonus 62%, y compris les actions et options de la société. détient directement 2.18% des actions de la société, d'une valeur de ¥ 4.18B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 4.1 ans.

Informations clés

Koki Kimura

Directeur général

JP¥158.0m

Rémunération totale

Pourcentage du salaire du PDG37.97%
Durée du mandat du directeur général8.1yrs
Propriété du PDG2.2%
Durée moyenne d'occupation des postes de direction3.8yrs
Durée moyenne du mandat des membres du conseil d'administration4.1yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 30

Successful monetization of bitbank investment

Capital recycling – MIXI has announced that it will dispose of its 26.2% stake in cryptocurrency exchange bitbank, which is expected to generate a ¥12.23bn extraordinary gain. We view this as a positive development, as the company has successfully monetized a strategic asset and enhanced its financial flexibility.
Mise à jour du récit Jun 22

2121: Stronger Sports Segment And Dividend Outlook Will Support Further Upside

Analysts kept their ¥3,600 price target on MIXI unchanged, citing slightly softer assumptions for revenue growth and profit margin that are largely offset by a marginally higher future P/E multiple and discount rate. What’s in the News for MIXI MIXI announced a year end dividend of ¥60.00 per share for the fiscal year ended March 31, 2026, payable on June 12, 2026, compared with ¥65.00 per share a year earlier.
Mise à jour du récit Jun 06

2121: Raised FY2026 Guidance And Supportive Earnings Will Drive Further Upside

Analysts have kept MIXI's fair value estimate steady at ¥3,600 while updating their assumptions to a lower discount rate, higher revenue growth and profit margin expectations, and a reduced future P/E, reflecting a more constructive view on the business outlook and valuation inputs without changing the headline target. What's in the News MIXI raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now projecting net sales of ¥171,000 million, operating profit of ¥22,000 million, profit attributable to owners of parent of ¥17,000 million, and earnings per share of ¥256.64.
Mise à jour du récit Jun 05

Setting the tone with a new medium-term vision

Q4 FY3/26 results update Indications of early success – Q1-4 FY3/26 results demonstrated that MIXI’s strategy to develop new earnings pillars is bearing fruit, with the Sports and Lifestyle segments delivering high double-digit sales growth and improvements in profitability YoY. We believe continued business investment to grow these segments will result in limited reported earnings growth in FY3/27, alongside high amortization costs associated with the acquisition of PointsBet Holdings.
Mise à jour du récit Apr 24

2121: Stable Assumptions And Slightly Lower Discount Rate Will Support Upside

Analysts have kept MIXI's fair value estimate steady at ¥3,600. This reflects only marginal tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E assumptions, rather than a shift in overall conviction.
Mise à jour du récit Apr 09

2121: Stable Assumptions And Slightly Lower Discount Rate Will Support Upside

Analysts have kept MIXI's fair value estimate steady at ¥3,600, with only small model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this unchanged price target. Valuation Changes Fair Value Estimate remained at ¥3,600 per share, with no change in the overall valuation outcome.
Mise à jour du récit Mar 25

2121: Stable Assumptions And Earnings Multiple Will Support Future Share Price

Analysts have kept MIXI's fair value target steady at ¥3,600, indicating only minimal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any change in overall conviction. Valuation Changes Fair Value: Kept unchanged at ¥3,600, with no adjustment to the overall target level.
Mise à jour du récit Mar 11

2121: Higher Discount Rate And Margin Assumptions Will Support Future Share Price

Analysts kept their ¥3,600 price target on MIXI unchanged, as a slightly higher discount rate and revenue growth outlook were offset by a small adjustment to profit margin assumptions and a slightly lower future P/E multiple. Valuation Changes Fair Value: ¥3,600 remains unchanged in the updated assessment.
Mise à jour du récit Feb 24

2121: Stable Margins And Higher P/E Will Support Future Share Price

Analysts have maintained their ¥3,600 price target for MIXI, noting only small adjustments to assumptions such as the discount rate, revenue growth, profit margin and future P/E that did not materially change their overall view. Valuation Changes Fair Value: The ¥3,600 price estimate is unchanged, indicating no shift in the overall valuation anchor.
Mise à jour du récit Feb 05

2121: Buybacks And Higher Dividend Will Support Future Share Price

Analysts have kept their fair value estimate for MIXI steady at ¥3,600, explaining that slightly lower revenue growth and profit margin assumptions are broadly offset by tweaks to the discount rate and future P/E inputs in their models. What's in the News MIXI reported an update on its share buyback, completing the repurchase of 2,949,400 shares, representing 4.38% of shares, for ¥9,499.77 million under the program announced on May 14, 2025.
Mise à jour du récit Jan 21

2121: Buybacks And Higher Dividend Will Support Future Share Price

Analysts have kept their fair value estimate for MIXI steady at ¥3,600, and the slight technical tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions reflect refined modeling rather than a change in overall view. What's in the News MIXI updated progress on its share repurchase program, buying 1,107,000 shares, or 1.66% of shares, for ¥3,441.26 million between October 1 and November 17, 2025, bringing the total under the May 14, 2025 buyback to 2,949,400 shares, or 4.38%, for ¥9,499.77 million (company announcement).
Mise à jour du récit Jan 07

2121: Buybacks And Higher Dividend Will Support Future Share Price

Analysts have raised their price target on MIXI from ¥3,300 to ¥3,600, citing updated assumptions regarding revenue growth, profit margins, and a higher future P/E multiple. What's in the News MIXI updated progress on its share buyback program, repurchasing 1,107,000 shares from October 1, 2025 to November 17, 2025, which is 1.66% of shares for ¥3,441.26 million, and completing a total of 2,949,400 shares, or 4.38%, for ¥9,499.77 million under the buyback announced on May 14, 2025 (company announcement).
Article d’analyse Jul 24

MIXI (TSE:2121) Is Due To Pay A Dividend Of ¥60.00

MIXI, Inc.'s ( TSE:2121 ) investors are due to receive a payment of ¥60.00 per share on 9th of December. This will take...
Article d’analyse Jul 09

MIXI (TSE:2121) Is Due To Pay A Dividend Of ¥60.00

MIXI, Inc. ( TSE:2121 ) has announced that it will pay a dividend of ¥60.00 per share on the 9th of December. This...
Article d’analyse Jun 11

MIXI (TSE:2121) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Article d’analyse May 16

Here's Why MIXI (TSE:2121) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Apr 07

MIXI (TSE:2121) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Feb 13

Market Participants Recognise MIXI, Inc.'s (TSE:2121) Earnings Pushing Shares 27% Higher

Despite an already strong run, MIXI, Inc. ( TSE:2121 ) shares have been powering on, with a gain of 27% in the last...
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Nouveau récit Feb 11

Expanding Chiba Jets Arena And Mixi2 Launch May Drive Future Revenue Despite Current Challenges

TIPSTAR's high growth through improvements is bolstering revenues and EBITDA, while FamilyAlbum's expansion bolsters future revenue streams.
Article d’analyse Jan 21

MIXI's (TSE:2121) Earnings May Just Be The Starting Point

MIXI, Inc. ( TSE:2121 ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that...
Article d’analyse Dec 16

A Look At The Intrinsic Value Of MIXI, Inc. (TSE:2121)

Key Insights The projected fair value for MIXI is JP¥2,876 based on 2 Stage Free Cash Flow to Equity With JP¥3,160...
Article d’analyse Jul 24

Be Wary Of MIXI (TSE:2121) And Its Returns On Capital

When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
Article d’analyse Jun 26

With MIXI, Inc. (TSE:2121) It Looks Like You'll Get What You Pay For

MIXI, Inc.'s ( TSE:2121 ) price-to-earnings (or "P/E") ratio of 29.8x might make it look like a strong sell right now...
Article d’analyse May 21

We Like MIXI's (TSE:2121) Earnings For More Than Just Statutory Profit

Investors signalled that they were pleased with MIXI, Inc.'s ( TSE:2121 ) most recent earnings report. According to our...
Article d’analyse Mar 01

These 4 Measures Indicate That MIXI (TSE:2121) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Analyse de la rémunération des PDG

Comment la rémunération de Koki Kimura a-t-elle évolué par rapport aux bénéfices de MIXI?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

JP¥17b

Dec 31 2025n/an/a

JP¥18b

Sep 30 2025n/an/a

JP¥17b

Jun 30 2025n/an/a

JP¥17b

Mar 31 2025JP¥158mJP¥60m

JP¥18b

Dec 31 2024n/an/a

JP¥13b

Sep 30 2024n/an/a

JP¥10b

Jun 30 2024n/an/a

JP¥8b

Mar 31 2024JP¥133mJP¥60m

JP¥7b

Dec 31 2023n/an/a

JP¥8b

Sep 30 2023n/an/a

JP¥5b

Jun 30 2023n/an/a

JP¥3b

Mar 31 2023n/an/a

JP¥5b

Dec 31 2022n/an/a

JP¥5b

Sep 30 2022n/an/a

JP¥6b

Jun 30 2022n/an/a

JP¥10b

Mar 31 2022JP¥119mJP¥60m

JP¥10b

Dec 31 2021n/an/a

JP¥13b

Sep 30 2021n/an/a

JP¥13b

Jun 30 2021n/an/a

JP¥15b

Mar 31 2021JP¥179mJP¥65m

JP¥16b

Dec 31 2020n/an/a

JP¥21b

Sep 30 2020n/an/a

JP¥18b

Jun 30 2020n/an/a

JP¥14b

Mar 31 2020JP¥205mJP¥85m

JP¥11b

Rémunération vs marché: La rémunération totale de Koki ($USD 974.86K ) est dans la moyenne des entreprises de taille similaire sur le marché JP ($USD 864.50K ).

Rémunération et revenus: La rémunération de Koki a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Koki Kimura (51 yo)

8.1yrs
Titularisation
JP¥158,000,000
Compensation

Mr. Koki Kimura is CEO of MIXI, Inc. from April 2023 and serves as its Senior Corporate Officer. He has been President and Representative Director at mixi, Inc. since June 2018 and serves as Chairman of th...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Koki Kimura
President8.1yrsJP¥158.00m2.18%
¥ 4.2b
Kenji Kasahara
Founder27.1yrspas de données56.1%
¥ 107.4b
Kohei Shimamura
CFO, Senior Corporate Officer & Director3.3yrspas de donnéespas de données
Junpei Yoshino
CTO & Corporate Officer of Development Departmentno datapas de donnéespas de données
Kanji Kobayashi
Senior Corporate Officer of CS Department & Compliance Departmentno datapas de donnéespas de données
Tatsuma Murase
Senior Corporate Officer & Director4.3yrsJP¥113.00mpas de données
Sho Okuyama
Senior Corporate Officerno datapas de donnéespas de données
Naoki Kameyama
CISO & Corporate Officer of Security Divisionno datapas de donnéespas de données
Yoshiyuki Yokoyama
CDO & Corporate Officer of Design Department3.3yrspas de donnéespas de données
Sadaaki Kaneyoshi
Senior Corporate Officer of Digital Entertainment Publishing Dept. & Entertainment Creation Dept.less than a yearpas de donnéespas de données
Gohshi Araki
Head of Corporate Developmentno datapas de donnéespas de données
Jyoti Chauhan
Investment Manager at MIXI Global Investmentsno datapas de donnéespas de données
3.8yrs
Durée moyenne de l'emploi
48yo
Âge moyen

Gestion expérimentée: L'équipe de direction de 2121 est considérée comme expérimentée (ancienneté moyenne 3.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Koki Kimura
President11.1yrsJP¥158.00m2.18%
¥ 4.2b
Kenji Kasahara
Founder25.8yrspas de données56.1%
¥ 107.4b
Kohei Shimamura
CFO, Senior Corporate Officer & Director1.1yrspas de donnéespas de données
Tatsuma Murase
Senior Corporate Officer & Director7.1yrsJP¥113.00mpas de données
Akihisa Fujita
Independent Outside Director4.1yrspas de donnéespas de données
Toshiaki Kawai
Independent Outside Director1.1yrspas de donnéespas de données
Hiromi Watase
Independent Outside Director2.1yrspas de donnéespas de données
Yuichiro Nishimura
Outside Full-time Audit & Supervisory Board Member7.1yrspas de donnéespas de données
Nozomi Ueda
Outside Audit & Supervisory Board Member7.1yrspas de donnéespas de données
Sumiko Takayama
Outside Audit & Supervisory Board2.1yrspas de donnéespas de données
Tomoyuki Hirao
Outside Full-time Audit & Supervisory Board Memberless than a yearpas de donnéespas de données
4.1yrs
Durée moyenne de l'emploi
52yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de 2121 sont considérés comme expérimentés (ancienneté moyenne 4.1 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/08 08:19
Cours de l'action en fin de journée2026/07/08 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

MIXI, Inc. est couverte par 16 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullAstris Advisory Japan, K.K.
Keiichi YoneshimaBarclays
Yosuke TomimatsuBofA Global Research