Buy Or Sell Opportunity • Jun 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 23% to JP¥858. The fair value is estimated to be JP¥1,077, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 9.4%. Buy Or Sell Opportunity • Jun 03
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to JP¥899. The fair value is estimated to be JP¥1,126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 9.4%. Annonce • Jun 03
Asahi Intelligence Service Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026 Asahi Intelligence Service Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026 New Risk • May 15
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.6b market cap, or US$92.3m). Buy Or Sell Opportunity • May 07
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 21% to JP¥963. The fair value is estimated to be JP¥1,216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 9.4%. Reported Earnings • May 06
Full year 2026 earnings released: EPS: JP¥82.36 (vs JP¥76.49 in FY 2025) Full year 2026 results: EPS: JP¥82.36 (up from JP¥76.49 in FY 2025). Revenue: JP¥16.5b (up 4.6% from FY 2025). Net income: JP¥1.28b (up 7.3% from FY 2025). Profit margin: 7.7% (up from 7.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 01
Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 25, 2026 Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 25, 2026. Annonce • Apr 22
Asahi Intelligence Service Co., Ltd. to Report Fiscal Year 2026 Results on May 01, 2026 Asahi Intelligence Service Co., Ltd. announced that they will report fiscal year 2026 results on May 01, 2026 New Risk • Mar 30
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.8b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥16.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. The company last paid an ordinary dividend in April 2023. The average dividend yield among industry peers is 1.8%. Reported Earnings • Feb 10
Third quarter 2026 earnings released: EPS: JP¥20.63 (vs JP¥12.06 in 3Q 2025) Third quarter 2026 results: EPS: JP¥20.63. Revenue: JP¥4.14b (up 4.4% from 3Q 2025). Net income: JP¥320.0m (down 15% from 3Q 2025). Profit margin: 7.7% (down from 9.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Buy Or Sell Opportunity • Jan 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 36% to JP¥1,353. The fair value is estimated to be JP¥1,118, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 11%. Buy Or Sell Opportunity • Dec 18
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 34% to JP¥1,355. The fair value is estimated to be JP¥1,126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 11%. Annonce • Nov 29
Asahi Intelligence Service Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026 Asahi Intelligence Service Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026 Reported Earnings • Nov 07
Second quarter 2026 earnings released Second quarter 2026 results: EPS: JP¥21.87. Revenue: JP¥4.18b (up 4.5% from 2Q 2025). Net income: JP¥340.0m (up 29% from 2Q 2025). Profit margin: 8.1% (up from 6.6% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Nov 05
Asahi Intelligence Service Co., Ltd. (TSE:9799) announces an Equity Buyback for 350,000 shares, representing 2.25% for ¥500 million. Asahi Intelligence Service Co., Ltd. (TSE:9799) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 2.25% of its total shares outstanding excluding treasury shares, for a total of ¥500 million. The purpose of repurchase program is to enhance shareholder returns, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The repurchased shares will be cancelled. The repurchase program is valid till June 23, 2026. As of September 30, 2025, the company had 15,549,384 shares outstanding excluding treasury shares and had 980,316 shares in treasury. New Risk • Oct 14
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥16.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 27 November 2025. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%). Annonce • Sep 01
Asahi Intelligence Service Co., Ltd. to Report Q2, 2026 Results on Nov 05, 2025 Asahi Intelligence Service Co., Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025 Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: JP¥12.80 (vs JP¥13.12 in 1Q 2025) First quarter 2026 results: EPS: JP¥12.80 (down from JP¥13.12 in 1Q 2025). Revenue: JP¥3.94b (up 5.2% from 1Q 2025). Net income: JP¥199.0m (down 2.5% from 1Q 2025). Profit margin: 5.1% (down from 5.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jun 05
Asahi Intelligence Service Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025 Asahi Intelligence Service Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 02
Full year 2025 earnings released: EPS: JP¥76.49 (vs JP¥68.90 in FY 2024) Full year 2025 results: EPS: JP¥76.49 (up from JP¥68.90 in FY 2024). Revenue: JP¥15.8b (up 7.0% from FY 2024). Net income: JP¥1.19b (up 11% from FY 2024). Profit margin: 7.5% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. 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 20% per year. Annonce • May 01
Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 24, 2025 Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 24, 2025. New Risk • Apr 04
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥14.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%). Annonce • Feb 28
Asahi Intelligence Service Co., Ltd. to Report Fiscal Year 2025 Results on May 01, 2025 Asahi Intelligence Service Co., Ltd. announced that they will report fiscal year 2025 results on May 01, 2025 Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: JP¥12.06 (vs JP¥19.49 in 3Q 2024) Third quarter 2025 results: EPS: JP¥12.06. Revenue: JP¥3.97b (up 7.1% from 3Q 2024). Net income: JP¥375.0m (up 24% from 3Q 2024). Profit margin: 9.5% (up from 8.2% in 3Q 2024). The increase in margin was driven by higher revenue. Buy Or Sell Opportunity • Jan 16
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to JP¥924. The fair value is estimated to be JP¥766, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 14%. Buy Or Sell Opportunity • Dec 23
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to JP¥928. The fair value is estimated to be JP¥765, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 14%. Annonce • Dec 03
Asahi Intelligence Service Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025 Asahi Intelligence Service Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 08
Second quarter 2025 earnings released Second quarter 2025 results: Revenue: JP¥4.00b (up 8.1% from 2Q 2024). Net income: JP¥264.0m (flat on 2Q 2024). Profit margin: 6.6% (down from 7.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥28.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Annonce • Aug 28
Asahi Intelligence Service Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024 Asahi Intelligence Service Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥26.25 (vs JP¥19.17 in 1Q 2024) First quarter 2025 results: EPS: JP¥26.25 (up from JP¥19.17 in 1Q 2024). Revenue: JP¥3.74b (up 7.3% from 1Q 2024). Net income: JP¥204.0m (up 37% from 1Q 2024). Profit margin: 5.5% (up from 4.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥1,283, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 6.7% over the past three years. Reported Earnings • Jun 28
Full year 2024 earnings released: EPS: JP¥138 (vs JP¥117 in FY 2023) Full year 2024 results: EPS: JP¥138 (up from JP¥117 in FY 2023). Revenue: JP¥14.8b (up 6.7% from FY 2023). Net income: JP¥1.07b (up 17% from FY 2023). Profit margin: 7.2% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year. Annonce • Jun 21
Asahi Intelligence Service Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024 Asahi Intelligence Service Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024 Reported Earnings • May 04
Full year 2024 earnings released: EPS: JP¥138 (vs JP¥117 in FY 2023) Full year 2024 results: EPS: JP¥138 (up from JP¥117 in FY 2023). Revenue: JP¥14.8b (up 6.7% from FY 2023). Net income: JP¥1.07b (up 17% from FY 2023). Profit margin: 7.2% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year. Annonce • May 03
Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 21, 2024 Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 21, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%). Annonce • Mar 02
Asahi Intelligence Service Co., Ltd. to Report Fiscal Year 2024 Results on May 01, 2024 Asahi Intelligence Service Co., Ltd. announced that they will report fiscal year 2024 results on May 01, 2024 Reported Earnings • Jan 30
Third quarter 2024 earnings released: EPS: JP¥38.98 (vs JP¥32.04 in 3Q 2023) Third quarter 2024 results: EPS: JP¥38.98 (up from JP¥32.04 in 3Q 2023). Revenue: JP¥3.70b (up 7.1% from 3Q 2023). Net income: JP¥303.0m (up 22% from 3Q 2023). Profit margin: 8.2% (up from 7.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year. Annonce • Nov 30
Asahi Intelligence Service Co., Ltd. to Report Q3, 2024 Results on Jan 29, 2024 Asahi Intelligence Service Co., Ltd. announced that they will report Q3, 2024 results on Jan 29, 2024 Buying Opportunity • Nov 27
Now 20% undervalued Over the last 90 days, the stock is up 2.6%. The fair value is estimated to be JP¥1,603, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 4.3%. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥34.09 (vs JP¥35.00 in 2Q 2023) Second quarter 2024 results: EPS: JP¥34.09 (down from JP¥35.00 in 2Q 2023). Revenue: JP¥3.70b (up 3.3% from 2Q 2023). Net income: JP¥265.0m (down 2.6% from 2Q 2023). Profit margin: 7.2% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥22.00 per share at 3.5% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%). Annonce • Aug 30
Asahi Intelligence Service Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Asahi Intelligence Service Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥19.17 (vs JP¥15.83 in 1Q 2023) First quarter 2024 results: EPS: JP¥19.17 (up from JP¥15.83 in 1Q 2023). Revenue: JP¥3.49b (up 10% from 1Q 2023). Net income: JP¥149.0m (up 21% from 1Q 2023). Profit margin: 4.3% (up from 3.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year. Annonce • May 31
Asahi Intelligence Service Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Asahi Intelligence Service Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • Apr 29
Full year 2023 earnings released: EPS: JP¥117 (vs JP¥111 in FY 2022) Full year 2023 results: EPS: JP¥117 (up from JP¥111 in FY 2022). Revenue: JP¥13.9b (up 6.9% from FY 2022). Net income: JP¥912.0m (up 5.7% from FY 2022). Profit margin: 6.6% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥20.50 per share Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.7%. Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥32.03 (vs JP¥32.42 in 3Q 2022) Third quarter 2023 results: EPS: JP¥32.03 (down from JP¥32.42 in 3Q 2022). Revenue: JP¥3.46b (up 8.4% from 3Q 2022). Net income: JP¥249.0m (down 1.2% from 3Q 2022). Profit margin: 7.2% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Annonce • Dec 09
Asahi Intelligence Service Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023 Asahi Intelligence Service Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥35.00 (vs JP¥26.12 in 2Q 2022) Second quarter 2023 results: EPS: JP¥35.00 (up from JP¥26.12 in 2Q 2022). Revenue: JP¥3.58b (up 12% from 2Q 2022). Net income: JP¥272.0m (up 34% from 2Q 2022). Profit margin: 7.6% (up from 6.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 1 independent director (8 non-independent directors). Independent Outside Director Reiko Hishiyama 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 • Nov 02
Second quarter 2023 earnings released: EPS: JP¥34.99 (vs JP¥26.12 in 2Q 2022) Second quarter 2023 results: EPS: JP¥34.99 (up from JP¥26.12 in 2Q 2022). Revenue: JP¥3.58b (up 12% from 2Q 2022). Net income: JP¥272.0m (up 34% from 2Q 2022). Profit margin: 7.6% (up from 6.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥20.50 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. The company last paid an ordinary dividend in October 2011. The average dividend yield among industry peers is 1.7%. Annonce • Sep 11
Asahi Intelligence Service Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Asahi Intelligence Service Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥15.83 (vs JP¥22.90 in 1Q 2022) First quarter 2023 results: EPS: JP¥15.83 (down from JP¥22.90 in 1Q 2022). Revenue: JP¥3.16b (up 2.0% from 1Q 2022). Net income: JP¥123.0m (down 31% from 1Q 2022). Profit margin: 3.9% (down from 5.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year. Annonce • May 29
Asahi Intelligence Service Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022 Asahi Intelligence Service Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022 Annonce • May 02
Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 23, 2022 Asahi Intelligence Service Co., Ltd., Annual General Meeting, Jun 23, 2022. Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥111 (vs JP¥108 in FY 2021) Full year 2022 results: EPS: JP¥111 (up from JP¥108 in FY 2021). Revenue: JP¥13.0b (up 5.6% from FY 2021). Net income: JP¥863.0m (up 2.4% from FY 2021). Profit margin: 6.7% (down from 6.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year. Board Change • Apr 27
No independent directors 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. 8 experienced directors. 3 highly experienced directors. No independent directors (8 non-independent directors). Outside Auditor Eisuke Kubo was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Annonce • Apr 08
Asahi Intelligence Service Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022 Asahi Intelligence Service Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022 Upcoming Dividend • Mar 23
Inaugural dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in April 2011. The average dividend yield among industry peers is 1.5%. Reported Earnings • Jan 30
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥32.42 (down from JP¥32.81 in 3Q 2021). Revenue: JP¥3.19b (up 4.0% from 3Q 2021). Net income: JP¥252.0m (down 1.2% from 3Q 2021). Profit margin: 7.9% (down from 8.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year. Reported Earnings • Oct 31
Second quarter 2022 earnings released: EPS JP¥26.12 (vs JP¥23.55 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.21b (up 7.0% from 2Q 2021). Net income: JP¥203.0m (up 11% from 2Q 2021). Profit margin: 6.3% (up from 6.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥19.50 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 27 November 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%). Reported Earnings • Jun 30
Full year 2021 earnings released: EPS JP¥108 (vs JP¥104 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.3b (up 1.9% from FY 2020). Net income: JP¥843.0m (up 4.5% from FY 2020). Profit margin: 6.9% (up from 6.7% 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 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • May 02
Full year 2021 earnings released: EPS JP¥108 (vs JP¥104 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.3b (up 1.9% from FY 2020). Net income: JP¥843.0m (up 4.5% from FY 2020). Profit margin: 6.9% (up from 6.7% 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 8% per year whereas the company’s share price has increased by 3% per year. Upcoming Dividend • Mar 23
Inaugural dividend of JP¥19.50 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.3%. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥32.81 (vs JP¥34.23 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥3.07b (up 1.2% from 3Q 2020). Net income: JP¥255.0m (down 4.1% from 3Q 2020). Profit margin: 8.3% (down from 8.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 26
New 90-day high: JP¥1,269 The company is up 2.0% from its price of JP¥1,249 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 12% over the same period. Annonce • Sep 06
Asahi Intelligence Service Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020 Asahi Intelligence Service Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020