FAN Communications（2461）株式概要株式会社ファンコミュニケーションズは、日本におけるインターネット広告関連事業を展開しています。 詳細2461 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より45.2%で取引されている リスク分析今後3年間の収益は年平均0.8%減少すると予測されている。 5.07%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る2461 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥414.0025.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture038b2016201920222025202620282031Revenue JP¥6.9bEarnings JP¥1.0bAdvancedSet Fair ValueView all narrativesFAN Communications, Inc. 競合他社CeresSymbol: TSE:3696Market cap: JP¥21.1bSUNNY SIDE UP GROUPSymbol: TSE:2180Market cap: JP¥19.3bBoutiquesSymbol: TSE:9272Market cap: JP¥13.5bHitSymbol: TSE:378AMarket cap: JP¥14.9b価格と性能株価の高値、安値、推移の概要FAN Communications過去の株価現在の株価JP¥414.0052週高値JP¥549.0052週安値JP¥400.00ベータ01ヶ月の変化-4.39%3ヶ月変化-10.58%1年変化-1.66%3年間の変化2.99%5年間の変化3.24%IPOからの変化-48.57%最新ニュースお知らせ • Jun 01FAN Communications, Inc. to Report Q2, 2026 Results on Aug 10, 2026FAN Communications, Inc. announced that they will report Q2, 2026 results on Aug 10, 2026Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • Jun 01FAN Communications, Inc. to Report Q2, 2026 Results on Aug 10, 2026FAN Communications, Inc. announced that they will report Q2, 2026 results on Aug 10, 2026Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 09+ 1 more updateFAN Communications, Inc., Annual General Meeting, Mar 25, 2026FAN Communications, Inc., Annual General Meeting, Mar 25, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Dec 04FAN Communications (TSE:2461) Has Announced A Dividend Of ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...お知らせ • Dec 03FAN Communications, Inc. to Report Fiscal Year 2025 Results on Feb 09, 2026FAN Communications, Inc. announced that they will report fiscal year 2025 results on Feb 09, 2026Buy Or Sell Opportunity • Dec 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥534. The fair value is estimated to be JP¥670, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to decline by 0.9% per annum. Earnings are also forecast to decline by 7.5% per annum over the same time period.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: JP¥4.77 (vs JP¥2.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.77 (up from JP¥2.49 in 3Q 2024). Revenue: JP¥1.78b (up 1.0% from 3Q 2024). Net income: JP¥316.0m (up 92% from 3Q 2024). Profit margin: 18% (up from 9.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Sep 30FAN Communications (TSE:2461) Is Paying Out A Dividend Of ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 27th of March...Declared Dividend • Sep 30First half dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS is expected to decline by 15% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.Buy Or Sell Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock has risen 23% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.お知らせ • Sep 04FAN Communications, Inc. to Report Q3, 2025 Results on Nov 10, 2025FAN Communications, Inc. announced that they will report Q3, 2025 results on Nov 10, 2025Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to JP¥511. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥4.58 (vs JP¥4.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.58 (down from JP¥4.76 in 2Q 2024). Revenue: JP¥1.79b (up 5.1% from 2Q 2024). Net income: JP¥303.3m (down 3.7% from 2Q 2024). Profit margin: 17% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Media industry in Japan. 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 6% per year, which means it is well ahead of earnings.お知らせ • Jun 27FAN Communications, Inc. to Report Q2, 2025 Results on Aug 08, 2025FAN Communications, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025お知らせ • Jun 20FAN Communications, Inc. Announces Board Changes, Effective July 20, 2025FAN Communications, Inc. announced that at the Board of Directors meeting held on June 20, 2025, it was resolved that the following organizational and personnel changes will be made, effective July 1, 2025. The Finance Accounting Division and Legal and Administration Division will be integrated to establish a new Corporate Management Division. The Information Systems Division will be renamed the Corporate IT Division. The Data Strategy Division will be renamed the DX Division. Personnel changes include Takashi Yoshinaga continuing as Executive Officer and Head of Corporate Department, and General Manager of Human Resource Division. Shintaro Mimura will become General Manager of Corporate Management Division, Corporate Department, from his current roles as General Manager of Finance Accounting Division and General Manager of Legal and Administration Division, Corporate Department. Takashi Yoshinaga from Executive Officer, Head of Corporate Department General Manager, Human Resource Division General Manager, Business Support Division to Executive Officer, Head of Corporate Department General Manager, Human Resource Division; Shintaro Mimura from General Manager, Finance Account ing Division, Corporate Departmen t. General Manager, Legal and Admi nistration Division, Corporate Department to General Manager, Corporate Management Division, Corporate Department; Tatsuaki Yamanaka from General Manager, Information Systems Division, Corporate Department to General Manager, Corporate IT Division, Corporate Department; Akihiro Kumata from Manager, Support Team, Business Support Division to General Manager, Business Support Division; Kenjiro Asami from General Manager, Data Strategy Division to General Manager, DX Division.Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.1%).Reported Earnings • May 09First quarter 2025 earnings released: EPS: JP¥5.87 (vs JP¥7.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.87 (down from JP¥7.77 in 1Q 2024). Revenue: JP¥1.86b (up 9.0% from 1Q 2024). Net income: JP¥389.0m (down 25% from 1Q 2024). Profit margin: 21% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.お知らせ • Apr 18FAN Communications, Inc. Announces Interim Commemorative Dividend, Payable September 29, 2025FAN Communications, Inc. announced to implement an interim commemorative dividend of ¥8.00 per share. Record Date: June 30, 2025, Total amount of dividends: ¥529 million and Effective date: September 29, 2025.お知らせ • Mar 29FAN Communications, Inc. to Report Q1, 2025 Results on May 08, 2025FAN Communications, Inc. announced that they will report Q1, 2025 results on May 08, 2025Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥21.42 (up from JP¥18.61 in FY 2023). Revenue: JP¥6.96b (down 5.9% from FY 2023). Net income: JP¥1.42b (up 15% from FY 2023). Profit margin: 20% (up from 17% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.お知らせ • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 26, 2025FAN Communications, Inc., Annual General Meeting, Mar 26, 2025.お知らせ • Jan 03FAN Communications, Inc. to Report Fiscal Year 2024 Results on Feb 10, 2025FAN Communications, Inc. announced that they will report fiscal year 2024 results on Feb 10, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥2.49 (vs JP¥5.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.49 (down from JP¥5.57 in 3Q 2023). Revenue: JP¥1.76b (down 2.3% from 3Q 2023). Net income: JP¥165.0m (down 55% from 3Q 2023). Profit margin: 9.4% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Media industry in Japan. 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 2% per year.お知らせ • Sep 27FAN Communications, Inc. to Report Q3, 2024 Results on Nov 08, 2024FAN Communications, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024分析記事 • Sep 23FAN Communications' (TSE:2461) Dividend Will Be ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 28th of March...分析記事 • Aug 25FAN Communications (TSE:2461) Is Due To Pay A Dividend Of ¥19.00FAN Communications, Inc. ( TSE:2461 ) will pay a dividend of ¥19.00 on the 28th of March. This makes the dividend yield...分析記事 • Aug 22Solid Earnings May Not Tell The Whole Story For FAN Communications (TSE:2461)The recent earnings posted by FAN Communications, Inc. ( TSE:2461 ) were solid, but the stock didn't move as much as we...Reported Earnings • Aug 13First half 2024 earnings released: EPS: JP¥12.53 (vs JP¥9.09 in 1H 2023)First half 2024 results: EPS: JP¥12.53 (up from JP¥9.09 in 1H 2023). Revenue: JP¥3.40b (down 9.6% from 1H 2023). Net income: JP¥830.0m (up 38% from 1H 2023). Profit margin: 24% (up from 16% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Aug 10FAN Communications' (TSE:2461) Dividend Will Be ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...Declared Dividend • Aug 10Dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 2.9% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • Jun 28Less than half of directors are independentFollowing 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. 5 non-independent directors. Independent Outside Director Tokiko Maruno was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 26FAN Communications, Inc. to Report Q2, 2024 Results on Aug 08, 2024FAN Communications, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥7.77 (vs JP¥5.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥7.77 (up from JP¥5.87 in 1Q 2023). Revenue: JP¥1.70b (down 11% from 1Q 2023). Net income: JP¥515.0m (up 32% from 1Q 2023). Profit margin: 30% (up from 20% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 30%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥7.50b to JP¥7.00b. EPS estimate rose from JP¥17.40 to JP¥22.60. Net income forecast to grow 22% next year vs 14% growth forecast for Media industry in Japan. Consensus price target of JP¥400 unchanged from last update. Share price was steady at JP¥406 over the past week.お知らせ • Mar 07FAN Communications, Inc. to Report Q1, 2024 Results on May 08, 2024FAN Communications, Inc. announced that they will report Q1, 2024 results on May 08, 2024Reported Earnings • Feb 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥18.61 (down from JP¥22.33 in FY 2022). Revenue: JP¥7.40b (down 4.4% from FY 2022). Net income: JP¥1.23b (down 20% from FY 2022). Profit margin: 17% (down from 20% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 27, 2024FAN Communications, Inc., Annual General Meeting, Mar 27, 2024.New Risk • Dec 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (106% payout ratio).Upcoming Dividend • Dec 21Upcoming dividend of JP¥19.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).お知らせ • Dec 05FAN Communications, Inc. to Report Fiscal Year 2023 Results on Feb 08, 2024FAN Communications, Inc. announced that they will report fiscal year 2023 results on Feb 08, 2024Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: JP¥5.57 (vs JP¥6.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.57 (down from JP¥6.59 in 3Q 2022). Revenue: JP¥1.80b (down 9.1% from 3Q 2022). Net income: JP¥369.0m (down 18% from 3Q 2022). Profit margin: 21% (down from 23% 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 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% 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.お知らせ • Sep 28FAN Communications, Inc. to Report Q3, 2023 Results on Nov 08, 2023FAN Communications, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023Major Estimate Revision • Sep 28Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥8.17b to JP¥7.60b. EPS estimate also fell from JP¥25.70 per share to JP¥18.10 per share. Net income forecast to shrink 5.2% next year vs 16% growth forecast for Media industry in Japan . Consensus price target down from JP¥490 to JP¥420. Share price was steady at JP¥397 over the past week.New Risk • Aug 10New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 100% Dividend yield: 4.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥3.22 (vs JP¥6.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.22 (down from JP¥6.88 in 2Q 2022). Revenue: JP¥1.85b (down 7.6% from 2Q 2022). Net income: JP¥213.0m (down 55% from 2Q 2022). Profit margin: 12% (down from 24% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jun 29FAN Communications, Inc. to Report Q2, 2023 Results on Aug 08, 2023FAN Communications, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023Price Target Changed • Jun 06Price target increased by 13% to JP¥490Up from JP¥435, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥400. Stock is down 0.7% over the past year. The company is forecast to post earnings per share of JP¥25.60 for next year compared to JP¥22.33 last year.Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥5.87 (vs JP¥5.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.87. Revenue: JP¥1.92b (up 4.5% from 1Q 2022). Net income: JP¥389.0m (down 1.5% from 1Q 2022). Profit margin: 20% (down from 22% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.お知らせ • May 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the First Half and Year Ending December 31, 2023FAN Communications, Inc. provided consolidated earnings guidance for the first half and year ending December 31, 2023. For the first half, the company expects net sales of JPY 3,900 million, operating profit of JPY 1,270 million, profit attributable to owners of parent of JPY 843 million and basic earnings per share of JPY 12.71.For the year, the company expects net sales of JPY 7,970 million, operating profit of JPY 2,540 million, profit attributable to owners of parent of JPY 1,700 million and basic earnings per share of JPY 25.64.Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buying Opportunity • Mar 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period.Reported Earnings • Feb 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Feb 08+ 2 more updatesFAN Communications, Inc., Annual General Meeting, Mar 29, 2023FAN Communications, Inc., Annual General Meeting, Mar 29, 2023.お知らせ • Dec 28FAN Communications, Inc. to Report Fiscal Year 2022 Results on Feb 08, 2023FAN Communications, Inc. announced that they will report fiscal year 2022 results on Feb 08, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio and cash payout ratio are on the higher end at 83% and 75% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Nov 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 7,680 million, operating profit of JPY 2,410 million, profit attributable to owners of parent of JPY 1,670 million and basic earnings per share of JPY 23.55.お知らせ • Sep 28FAN Communications, Inc. to Report Q3, 2022 Results on Nov 08, 2022FAN Communications, Inc. announced that they will report Q3, 2022 results on Nov 08, 2022お知らせ • Aug 09FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.38% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till January 9, 2023. As of June 30, 2022, the company had 68,546,831 issued shares (excluding treasury stock) and 8,383,201 treasury shares.Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: JP¥6.88 (vs JP¥7.12 in 2Q 2021)Second quarter 2022 results: EPS: JP¥6.88 (down from JP¥7.12 in 2Q 2021). Revenue: JP¥2.00b (down 72% from 2Q 2021). Net income: JP¥476.0m (down 8.8% from 2Q 2021). Profit margin: 24% (up from 7.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 53% compared to a 6.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% 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.お知らせ • Aug 08+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2022. For the period, the company expects a dividend of ¥19.00 per share against ¥19.00 per share paid a year ago.お知らせ • Jun 11FAN Communications, Inc. to Report Q2, 2022 Results on Aug 08, 2022FAN Communications, Inc. announced that they will report Q2, 2022 results on Aug 08, 2022Major Estimate Revision • May 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥23.08 to JP¥25.88. Revenue forecast unchanged at JP¥7.73b. Net income forecast to grow 15% next year vs 8.0% growth forecast for Media industry in Japan. Consensus price target of JP¥445 unchanged from last update. Share price was steady at JP¥424 over the past week.Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: JP¥5.59 (down from JP¥6.09 in 1Q 2021). Revenue: JP¥1.84b (down 73% from 1Q 2021). Net income: JP¥395.0m (down 12% from 1Q 2021). Profit margin: 22% (up from 6.5% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is expected to shrink by 56% compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07FAN Communications, Inc. to Report Q1, 2022 Results on May 09, 2022FAN Communications, Inc. announced that they will report Q1, 2022 results on May 09, 2022Buying Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to decline by 11% per annum. Earnings is forecast to grow by 0.08% per annum over the same time period.お知らせ • Feb 19FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.23% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till July 21, 2022. As of December 31, 2021, the company had 70,904,031 issued shares (excluding treasury stock) and 6,026,001 treasury shares.Major Estimate Revision • Feb 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥27.9b to JP¥7.73b. EPS estimate increased from JP¥23.32 to JP¥24.35 per share. Net income forecast to grow 6.9% next year vs 6.2% growth forecast for Media industry in Japan. Consensus price target of JP¥440 unchanged from last update. Share price was steady at JP¥382 over the past week.Reported Earnings • Feb 09Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: JP¥22.63 (down from JP¥26.94 in FY 2020). Revenue: JP¥26.7b (down 9.1% from FY 2020). Net income: JP¥1.64b (down 18% from FY 2020). Profit margin: 6.1% (down from 6.8% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 6.1% while the industry in Japan is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Feb 08+ 2 more updatesFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 2022FAN Communications, Inc. provided dividend guidance of JPY 19.00 per share for the year ending December 2022 compared to JPY 19.00 per share paid a year ago.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 86% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥5.47 (vs JP¥5.45 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥6.41b (down 13% from 3Q 2020). Net income: JP¥393.0m (down 1.7% from 3Q 2020). Profit margin: 6.1% (up from 5.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥7.12 (vs JP¥8.96 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥7.22b (down 5.6% from 2Q 2020). Net income: JP¥522.0m (down 21% from 2Q 2020). Profit margin: 7.2% (down from 8.6% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Jun 18FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.09% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.09% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till October 18, 2021. As of May 31, 2021, the company had 73,345,031 issued shares (excluding treasury stock) and 3,585,001 treasury shares.Reported Earnings • May 12First quarter 2021 earnings released: EPS JP¥6.09 (vs JP¥7.75 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.84b (down 12% from 1Q 2020). Net income: JP¥447.0m (down 24% from 1Q 2020). Profit margin: 6.5% (down from 7.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.お知らせ • May 11+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2021FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2021. For the period, the company expects dividend of JPY 19.00 per share compared to JPY 19.00 per share a year ago.お知らせ • Mar 21FAN Communications, Inc. to Report Q1, 2021 Results on May 10, 2021FAN Communications, Inc. announced that they will report Q1, 2021 results on May 10, 2021Price Target Changed • Mar 17Price target decreased to JP¥500Down from JP¥585, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥424. Stock is up 13% over the past year.Is New 90 Day High Low • Feb 24New 90-day low: JP¥396The company is down 5.0% from its price of JP¥416 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 Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥741 per share.Major Estimate Revision • Feb 15Analysts lower EPS estimates to JP¥23.31The 2021 consensus revenue estimate was lowered from JP¥30.3b to JP¥27.7b. Earning per share (EPS) estimate was also lowered from JP¥28.33 to JP¥23.31 for the same period. Net income is expected to shrink by 14% next year compared to 9.5% growth forecast for the Media industry in Japan . The consensus price target of JP¥585 was unchanged from the last update. Share price is down by 1.7% to JP¥413 over the past week.株主還元2461JP MediaJP 市場7D0.7%-2.1%4.2%1Y-1.7%-0.6%44.4%株主還元を見る業界別リターン: 2461過去 1 年間で-0.6 % の収益を上げたJP Media業界を下回りました。リターン対市場: 2461は、過去 1 年間で44.4 % のリターンを上げたJP市場を下回りました。価格変動Is 2461's price volatile compared to industry and market?2461 volatility2461 Average Weekly Movement3.0%Media Industry Average Movement4.7%Market Average Movement4.6%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.4%安定した株価: 2461 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2461の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1999356Koji Ninomiyawww.fancs.com株式会社ファンコミュニケーションズは、日本国内でインターネット広告関連事業を展開。CPAソリューション事業」と「戦略事業」の2つのセグメントで事業を展開。同社は、「A8.net」を通じたアフィリエイト広告、スマートフォンアプリ「A8」を通じたCPI広告サービスを提供している。また、お笑いラジオアプリ「GERA」、オンラインコミュニティサービス「YOOR」、デジタルマーケティングプロセス最適化支援サービス「N-LINE」、ショート動画クリエイター向け企業プロジェクトプラットフォーム「LUMOSBUZZ」の運営や、「TikTok」を中心としたソーシャルメディアマーケティングの支援を行っている。株式会社ファンコミュニケーションズは1999年に設立され、東京に本社を置いています。もっと見るFAN Communications, Inc. 基礎のまとめFAN Communications の収益と売上を時価総額と比較するとどうか。2461 基礎統計学時価総額JP¥27.27b収益（TTM）JP¥1.03b売上高(TTM)JP¥6.97b26.6xPER（株価収益率3.9xP/Sレシオ2461 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2461 損益計算書（TTM）収益JP¥6.97b売上原価JP¥1.10b売上総利益JP¥5.87bその他の費用JP¥4.85b収益JP¥1.03b直近の収益報告Mar 31, 2026次回決算日Aug 10, 2026一株当たり利益（EPS）15.57グロス・マージン84.21%純利益率14.70%有利子負債／自己資本比率0%2461 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.1%現在の配当利回り123%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 01:29終値2026/06/16 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋FAN Communications, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関null nullCLSATaro IshiharaDaiwa Securities Co. Ltd.Takashi WatanabeGoldman Sachs5 その他のアナリストを表示
お知らせ • Jun 01FAN Communications, Inc. to Report Q2, 2026 Results on Aug 10, 2026FAN Communications, Inc. announced that they will report Q2, 2026 results on Aug 10, 2026
Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026
Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jun 01FAN Communications, Inc. to Report Q2, 2026 Results on Aug 10, 2026FAN Communications, Inc. announced that they will report Q2, 2026 results on Aug 10, 2026
Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026
Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 09+ 1 more updateFAN Communications, Inc., Annual General Meeting, Mar 25, 2026FAN Communications, Inc., Annual General Meeting, Mar 25, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Dec 04FAN Communications (TSE:2461) Has Announced A Dividend Of ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...
お知らせ • Dec 03FAN Communications, Inc. to Report Fiscal Year 2025 Results on Feb 09, 2026FAN Communications, Inc. announced that they will report fiscal year 2025 results on Feb 09, 2026
Buy Or Sell Opportunity • Dec 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥534. The fair value is estimated to be JP¥670, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to decline by 0.9% per annum. Earnings are also forecast to decline by 7.5% per annum over the same time period.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: JP¥4.77 (vs JP¥2.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.77 (up from JP¥2.49 in 3Q 2024). Revenue: JP¥1.78b (up 1.0% from 3Q 2024). Net income: JP¥316.0m (up 92% from 3Q 2024). Profit margin: 18% (up from 9.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Sep 30FAN Communications (TSE:2461) Is Paying Out A Dividend Of ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 27th of March...
Declared Dividend • Sep 30First half dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS is expected to decline by 15% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.
Buy Or Sell Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock has risen 23% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.
お知らせ • Sep 04FAN Communications, Inc. to Report Q3, 2025 Results on Nov 10, 2025FAN Communications, Inc. announced that they will report Q3, 2025 results on Nov 10, 2025
Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to JP¥511. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥4.58 (vs JP¥4.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.58 (down from JP¥4.76 in 2Q 2024). Revenue: JP¥1.79b (up 5.1% from 2Q 2024). Net income: JP¥303.3m (down 3.7% from 2Q 2024). Profit margin: 17% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Media industry in Japan. 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 6% per year, which means it is well ahead of earnings.
お知らせ • Jun 27FAN Communications, Inc. to Report Q2, 2025 Results on Aug 08, 2025FAN Communications, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
お知らせ • Jun 20FAN Communications, Inc. Announces Board Changes, Effective July 20, 2025FAN Communications, Inc. announced that at the Board of Directors meeting held on June 20, 2025, it was resolved that the following organizational and personnel changes will be made, effective July 1, 2025. The Finance Accounting Division and Legal and Administration Division will be integrated to establish a new Corporate Management Division. The Information Systems Division will be renamed the Corporate IT Division. The Data Strategy Division will be renamed the DX Division. Personnel changes include Takashi Yoshinaga continuing as Executive Officer and Head of Corporate Department, and General Manager of Human Resource Division. Shintaro Mimura will become General Manager of Corporate Management Division, Corporate Department, from his current roles as General Manager of Finance Accounting Division and General Manager of Legal and Administration Division, Corporate Department. Takashi Yoshinaga from Executive Officer, Head of Corporate Department General Manager, Human Resource Division General Manager, Business Support Division to Executive Officer, Head of Corporate Department General Manager, Human Resource Division; Shintaro Mimura from General Manager, Finance Account ing Division, Corporate Departmen t. General Manager, Legal and Admi nistration Division, Corporate Department to General Manager, Corporate Management Division, Corporate Department; Tatsuaki Yamanaka from General Manager, Information Systems Division, Corporate Department to General Manager, Corporate IT Division, Corporate Department; Akihiro Kumata from Manager, Support Team, Business Support Division to General Manager, Business Support Division; Kenjiro Asami from General Manager, Data Strategy Division to General Manager, DX Division.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.1%).
Reported Earnings • May 09First quarter 2025 earnings released: EPS: JP¥5.87 (vs JP¥7.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.87 (down from JP¥7.77 in 1Q 2024). Revenue: JP¥1.86b (up 9.0% from 1Q 2024). Net income: JP¥389.0m (down 25% from 1Q 2024). Profit margin: 21% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.
お知らせ • Apr 18FAN Communications, Inc. Announces Interim Commemorative Dividend, Payable September 29, 2025FAN Communications, Inc. announced to implement an interim commemorative dividend of ¥8.00 per share. Record Date: June 30, 2025, Total amount of dividends: ¥529 million and Effective date: September 29, 2025.
お知らせ • Mar 29FAN Communications, Inc. to Report Q1, 2025 Results on May 08, 2025FAN Communications, Inc. announced that they will report Q1, 2025 results on May 08, 2025
Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥21.42 (up from JP¥18.61 in FY 2023). Revenue: JP¥6.96b (down 5.9% from FY 2023). Net income: JP¥1.42b (up 15% from FY 2023). Profit margin: 20% (up from 17% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 26, 2025FAN Communications, Inc., Annual General Meeting, Mar 26, 2025.
お知らせ • Jan 03FAN Communications, Inc. to Report Fiscal Year 2024 Results on Feb 10, 2025FAN Communications, Inc. announced that they will report fiscal year 2024 results on Feb 10, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥2.49 (vs JP¥5.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.49 (down from JP¥5.57 in 3Q 2023). Revenue: JP¥1.76b (down 2.3% from 3Q 2023). Net income: JP¥165.0m (down 55% from 3Q 2023). Profit margin: 9.4% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Media industry in Japan. 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 2% per year.
お知らせ • Sep 27FAN Communications, Inc. to Report Q3, 2024 Results on Nov 08, 2024FAN Communications, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
分析記事 • Sep 23FAN Communications' (TSE:2461) Dividend Will Be ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 28th of March...
分析記事 • Aug 25FAN Communications (TSE:2461) Is Due To Pay A Dividend Of ¥19.00FAN Communications, Inc. ( TSE:2461 ) will pay a dividend of ¥19.00 on the 28th of March. This makes the dividend yield...
分析記事 • Aug 22Solid Earnings May Not Tell The Whole Story For FAN Communications (TSE:2461)The recent earnings posted by FAN Communications, Inc. ( TSE:2461 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Aug 13First half 2024 earnings released: EPS: JP¥12.53 (vs JP¥9.09 in 1H 2023)First half 2024 results: EPS: JP¥12.53 (up from JP¥9.09 in 1H 2023). Revenue: JP¥3.40b (down 9.6% from 1H 2023). Net income: JP¥830.0m (up 38% from 1H 2023). Profit margin: 24% (up from 16% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Aug 10FAN Communications' (TSE:2461) Dividend Will Be ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...
Declared Dividend • Aug 10Dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 2.9% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • Jun 28Less than half of directors are independentFollowing 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. 5 non-independent directors. Independent Outside Director Tokiko Maruno was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 26FAN Communications, Inc. to Report Q2, 2024 Results on Aug 08, 2024FAN Communications, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥7.77 (vs JP¥5.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥7.77 (up from JP¥5.87 in 1Q 2023). Revenue: JP¥1.70b (down 11% from 1Q 2023). Net income: JP¥515.0m (up 32% from 1Q 2023). Profit margin: 30% (up from 20% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 30%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥7.50b to JP¥7.00b. EPS estimate rose from JP¥17.40 to JP¥22.60. Net income forecast to grow 22% next year vs 14% growth forecast for Media industry in Japan. Consensus price target of JP¥400 unchanged from last update. Share price was steady at JP¥406 over the past week.
お知らせ • Mar 07FAN Communications, Inc. to Report Q1, 2024 Results on May 08, 2024FAN Communications, Inc. announced that they will report Q1, 2024 results on May 08, 2024
Reported Earnings • Feb 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥18.61 (down from JP¥22.33 in FY 2022). Revenue: JP¥7.40b (down 4.4% from FY 2022). Net income: JP¥1.23b (down 20% from FY 2022). Profit margin: 17% (down from 20% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 27, 2024FAN Communications, Inc., Annual General Meeting, Mar 27, 2024.
New Risk • Dec 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (106% payout ratio).
Upcoming Dividend • Dec 21Upcoming dividend of JP¥19.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).
お知らせ • Dec 05FAN Communications, Inc. to Report Fiscal Year 2023 Results on Feb 08, 2024FAN Communications, Inc. announced that they will report fiscal year 2023 results on Feb 08, 2024
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: JP¥5.57 (vs JP¥6.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.57 (down from JP¥6.59 in 3Q 2022). Revenue: JP¥1.80b (down 9.1% from 3Q 2022). Net income: JP¥369.0m (down 18% from 3Q 2022). Profit margin: 21% (down from 23% 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 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% 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.
お知らせ • Sep 28FAN Communications, Inc. to Report Q3, 2023 Results on Nov 08, 2023FAN Communications, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023
Major Estimate Revision • Sep 28Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥8.17b to JP¥7.60b. EPS estimate also fell from JP¥25.70 per share to JP¥18.10 per share. Net income forecast to shrink 5.2% next year vs 16% growth forecast for Media industry in Japan . Consensus price target down from JP¥490 to JP¥420. Share price was steady at JP¥397 over the past week.
New Risk • Aug 10New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 100% Dividend yield: 4.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥3.22 (vs JP¥6.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.22 (down from JP¥6.88 in 2Q 2022). Revenue: JP¥1.85b (down 7.6% from 2Q 2022). Net income: JP¥213.0m (down 55% from 2Q 2022). Profit margin: 12% (down from 24% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 29FAN Communications, Inc. to Report Q2, 2023 Results on Aug 08, 2023FAN Communications, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023
Price Target Changed • Jun 06Price target increased by 13% to JP¥490Up from JP¥435, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥400. Stock is down 0.7% over the past year. The company is forecast to post earnings per share of JP¥25.60 for next year compared to JP¥22.33 last year.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥5.87 (vs JP¥5.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.87. Revenue: JP¥1.92b (up 4.5% from 1Q 2022). Net income: JP¥389.0m (down 1.5% from 1Q 2022). Profit margin: 20% (down from 22% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.
お知らせ • May 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the First Half and Year Ending December 31, 2023FAN Communications, Inc. provided consolidated earnings guidance for the first half and year ending December 31, 2023. For the first half, the company expects net sales of JPY 3,900 million, operating profit of JPY 1,270 million, profit attributable to owners of parent of JPY 843 million and basic earnings per share of JPY 12.71.For the year, the company expects net sales of JPY 7,970 million, operating profit of JPY 2,540 million, profit attributable to owners of parent of JPY 1,700 million and basic earnings per share of JPY 25.64.
Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Mar 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period.
Reported Earnings • Feb 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 08+ 2 more updatesFAN Communications, Inc., Annual General Meeting, Mar 29, 2023FAN Communications, Inc., Annual General Meeting, Mar 29, 2023.
お知らせ • Dec 28FAN Communications, Inc. to Report Fiscal Year 2022 Results on Feb 08, 2023FAN Communications, Inc. announced that they will report fiscal year 2022 results on Feb 08, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio and cash payout ratio are on the higher end at 83% and 75% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 7,680 million, operating profit of JPY 2,410 million, profit attributable to owners of parent of JPY 1,670 million and basic earnings per share of JPY 23.55.
お知らせ • Sep 28FAN Communications, Inc. to Report Q3, 2022 Results on Nov 08, 2022FAN Communications, Inc. announced that they will report Q3, 2022 results on Nov 08, 2022
お知らせ • Aug 09FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.38% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till January 9, 2023. As of June 30, 2022, the company had 68,546,831 issued shares (excluding treasury stock) and 8,383,201 treasury shares.
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: JP¥6.88 (vs JP¥7.12 in 2Q 2021)Second quarter 2022 results: EPS: JP¥6.88 (down from JP¥7.12 in 2Q 2021). Revenue: JP¥2.00b (down 72% from 2Q 2021). Net income: JP¥476.0m (down 8.8% from 2Q 2021). Profit margin: 24% (up from 7.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 53% compared to a 6.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% 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.
お知らせ • Aug 08+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2022. For the period, the company expects a dividend of ¥19.00 per share against ¥19.00 per share paid a year ago.
お知らせ • Jun 11FAN Communications, Inc. to Report Q2, 2022 Results on Aug 08, 2022FAN Communications, Inc. announced that they will report Q2, 2022 results on Aug 08, 2022
Major Estimate Revision • May 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥23.08 to JP¥25.88. Revenue forecast unchanged at JP¥7.73b. Net income forecast to grow 15% next year vs 8.0% growth forecast for Media industry in Japan. Consensus price target of JP¥445 unchanged from last update. Share price was steady at JP¥424 over the past week.
Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: JP¥5.59 (down from JP¥6.09 in 1Q 2021). Revenue: JP¥1.84b (down 73% from 1Q 2021). Net income: JP¥395.0m (down 12% from 1Q 2021). Profit margin: 22% (up from 6.5% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is expected to shrink by 56% compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07FAN Communications, Inc. to Report Q1, 2022 Results on May 09, 2022FAN Communications, Inc. announced that they will report Q1, 2022 results on May 09, 2022
Buying Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to decline by 11% per annum. Earnings is forecast to grow by 0.08% per annum over the same time period.
お知らせ • Feb 19FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.23% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till July 21, 2022. As of December 31, 2021, the company had 70,904,031 issued shares (excluding treasury stock) and 6,026,001 treasury shares.
Major Estimate Revision • Feb 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥27.9b to JP¥7.73b. EPS estimate increased from JP¥23.32 to JP¥24.35 per share. Net income forecast to grow 6.9% next year vs 6.2% growth forecast for Media industry in Japan. Consensus price target of JP¥440 unchanged from last update. Share price was steady at JP¥382 over the past week.
Reported Earnings • Feb 09Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: JP¥22.63 (down from JP¥26.94 in FY 2020). Revenue: JP¥26.7b (down 9.1% from FY 2020). Net income: JP¥1.64b (down 18% from FY 2020). Profit margin: 6.1% (down from 6.8% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 6.1% while the industry in Japan is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Feb 08+ 2 more updatesFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 2022FAN Communications, Inc. provided dividend guidance of JPY 19.00 per share for the year ending December 2022 compared to JPY 19.00 per share paid a year ago.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 86% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥5.47 (vs JP¥5.45 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥6.41b (down 13% from 3Q 2020). Net income: JP¥393.0m (down 1.7% from 3Q 2020). Profit margin: 6.1% (up from 5.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥7.12 (vs JP¥8.96 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥7.22b (down 5.6% from 2Q 2020). Net income: JP¥522.0m (down 21% from 2Q 2020). Profit margin: 7.2% (down from 8.6% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Jun 18FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.09% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.09% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till October 18, 2021. As of May 31, 2021, the company had 73,345,031 issued shares (excluding treasury stock) and 3,585,001 treasury shares.
Reported Earnings • May 12First quarter 2021 earnings released: EPS JP¥6.09 (vs JP¥7.75 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.84b (down 12% from 1Q 2020). Net income: JP¥447.0m (down 24% from 1Q 2020). Profit margin: 6.5% (down from 7.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.
お知らせ • May 11+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2021FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2021. For the period, the company expects dividend of JPY 19.00 per share compared to JPY 19.00 per share a year ago.
お知らせ • Mar 21FAN Communications, Inc. to Report Q1, 2021 Results on May 10, 2021FAN Communications, Inc. announced that they will report Q1, 2021 results on May 10, 2021
Price Target Changed • Mar 17Price target decreased to JP¥500Down from JP¥585, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥424. Stock is up 13% over the past year.
Is New 90 Day High Low • Feb 24New 90-day low: JP¥396The company is down 5.0% from its price of JP¥416 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 Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥741 per share.
Major Estimate Revision • Feb 15Analysts lower EPS estimates to JP¥23.31The 2021 consensus revenue estimate was lowered from JP¥30.3b to JP¥27.7b. Earning per share (EPS) estimate was also lowered from JP¥28.33 to JP¥23.31 for the same period. Net income is expected to shrink by 14% next year compared to 9.5% growth forecast for the Media industry in Japan . The consensus price target of JP¥585 was unchanged from the last update. Share price is down by 1.7% to JP¥413 over the past week.
