Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥112 (vs JP¥83.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥112 (up from JP¥83.85 in 2Q 2022). Revenue: JP¥3.78b (up 17% from 2Q 2022). Net income: JP¥659.0m (up 34% from 2Q 2022). Profit margin: 17% (up from 15% 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 49% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥112 (vs JP¥83.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥112 (up from JP¥83.85 in 2Q 2022). Revenue: JP¥3.78b (up 17% from 2Q 2022). Net income: JP¥659.0m (up 34% from 2Q 2022). Profit margin: 17% (up from 15% 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 49% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 17
First quarter 2023 earnings released: EPS: JP¥164 (vs JP¥14.97 in 1Q 2022) First quarter 2023 results: EPS: JP¥164 (up from JP¥14.97 in 1Q 2022). Revenue: JP¥3.83b (up 45% from 1Q 2022). Net income: JP¥966.0m (up JP¥878.0m from 1Q 2022). Profit margin: 25% (up from 3.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 15% share price gain to €28.60, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 21x in the Communications industry in Europe. Total returns to shareholders of 115% over the past three years. お知らせ • Jun 02
Uniden Holdings Corporation to Report Q3, 2023 Results on Feb 13, 2023 Uniden Holdings Corporation announced that they will report Q3, 2023 results on Feb 13, 2023 Valuation Update With 7 Day Price Move • May 20
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €21.00, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 21x in the Communications industry in Europe. Total returns to shareholders of 62% over the past three years. Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥304 (vs JP¥622 in FY 2021) Full year 2022 results: EPS: JP¥304 (down from JP¥622 in FY 2021). Revenue: JP¥12.9b (down 33% from FY 2021). Net income: JP¥1.79b (down 51% from FY 2021). Profit margin: 14% (down from 19% in FY 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 11
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥128 (down from JP¥512 in 3Q 2021). Revenue: JP¥3.67b (down 49% from 3Q 2021). Net income: JP¥751.0m (down 75% from 3Q 2021). Profit margin: 21% (down from 42% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 11
Second quarter 2022 earnings released: EPS JP¥83.85 (vs JP¥108 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2022 results: Revenue: JP¥3.23b (down 31% from 2Q 2021). Net income: JP¥493.0m (down 22% from 2Q 2021). Profit margin: 15% (up from 14% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment improved over the past week After last week's 20% share price gain to JP¥21.40, the stock is trading at a trailing P/E ratio of 7x, up from the previous P/E ratio of 5.8x. This compares to an average P/E of 37x in the Communications industry in Europe. Total returns to shareholders over the past three years are 3.9%. Is New 90 Day High Low • Feb 26
New 90-day high: €19.10 The company is up 3.0% from its price of €18.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 20% over the same period. Reported Earnings • Feb 12
Third quarter 2021 earnings released: EPS JP¥512 (vs JP¥106 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.23b (up 92% from 3Q 2020). Net income: JP¥3.01b (up 383% from 3Q 2020). Profit margin: 42% (up from 17% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 30
New 90-day low: €15.50 The company is down 2.0% from its price of €15.80 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 26% over the same period. Reported Earnings • Nov 14
Second quarter 2021 earnings released: EPS JP¥108 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.65b (up 29% from 2Q 2020). Net income: JP¥635.0m (up 191% from 2Q 2020). Profit margin: 14% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Nov 13
New 90-day high: €17.50 The company is up 42% from its price of €12.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 14% over the same period. Reported Earnings • Oct 01
First quarter earnings released Over the last 12 months the company has reported total losses of JP¥460.0m, with earnings decreasing by JP¥1.58b from the prior year. Total revenue was JP¥18.4b over the last 12 months, down 13% from the prior year. Is New 90 Day High Low • Sep 25
New 90-day low: €11.70 The company is down 23% from its price of €15.10 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 7.0% over the same period. 