IG Port（3791）株式概要IG Port, Inc.は、その子会社とともに、日本、米国、アジア、欧州、および国際的なアニメーション制作会社として活動している。 詳細3791 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5/6過去の実績2/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より81.1%で取引されている 収益は年間58.32%増加すると予測されています リスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る3791 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,721 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA490,721 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.03k37.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-179m32b2016201920222025202620282031Revenue JP¥32.1bEarnings JP¥1.5bAdvancedSet Fair ValueView all narrativesIG Port, Inc. 競合他社KeyHolderSymbol: TSE:4712Market cap: JP¥13.8bAmuseSymbol: TSE:4301Market cap: JP¥31.6bSM ENTERTAINMENT JAPANLtdSymbol: TSE:4772Market cap: JP¥9.2bNexToneSymbol: TSE:7094Market cap: JP¥13.9b価格と性能株価の高値、安値、推移の概要IG Port過去の株価現在の株価JP¥1,032.0052週高値JP¥1,736.0052週安値JP¥930.00ベータ0.621ヶ月の変化-22.17%3ヶ月変化-22.64%1年変化-39.15%3年間の変化28.20%5年間の変化147.48%IPOからの変化-17.44%最新ニュース分析記事 • Jul 23IG Port's (TSE:3791) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by IG Port, Inc.'s ( TSE:3791 ) latest earnings release. We did some further digging and...Reported Earnings • Jul 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥33.26 (down from JP¥43.28 in FY 2025). Revenue: JP¥14.1b (down 3.7% from FY 2025). Net income: JP¥669.0m (down 19% from FY 2025). Profit margin: 4.8% (down from 5.7% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,025, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 37% over the past three years.お知らせ • Jul 15IG Port, Inc., Annual General Meeting, Aug 28, 2026IG Port, Inc., Annual General Meeting, Aug 28, 2026.お知らせ • Jun 02Akatsuki Games Inc. Launches Main Story Chapter 12 X-OVER And Debuts New Character In Kaiju No. 8 The GameKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, launched Main Story Chapter 12: "X-OVER." The update marks the long-awaited debut of ?5 [Sky-Piercing Bolt] Gen Narumi in a custom CLOZER suit. Players can earn up to 1,500 Dimensional Crystals through the New Chapter Event while playing through a story that puts the First Division's pride to the test. Main Story Chapter 12: X-OVER is now available. The update introduces the final battle against humanity's greatest threat—Dimensional Identified Kaiju A—looming on the horizon. CLOZER proposes a large-scale expedition to concentrate global defense forces in New York. The plan hits a sudden roadblock when the operation's prime asset, First Division Captain Gen Narumi, refuses to take part. Stung by their own lack of power, Rin Shinonome and the rest of the First Division vow to defend the nation without their strongest captain. As Shinonome searches for a way to bridge the gap, the genius scientist Suited offers a solution: the X-OVER Suit, a new model still in development. With the First Division's pride on the line against an overwhelming foe, the stage is set for a shocking turn of events. Players can progress through Main Story Chapter 12 and challenge the score battles to earn rewards up to 1,500 Dimensional Crystals. ?5 [Sky-Piercing Bolt] Gen Narumi joins the battle in this update. Narumi takes the field in a custom-calibrated CLOZER suit. Developed alongside it is D-Numbers Weapon 1, which, like Rt-0001, takes the form of contact lenses. The lenses amplify the electrical signals running through his body, which he then discharges through his gauntlet. [Sky-Piercing Bolt] Gen Narumi (Optimal weapon type: Gunsword). New ?5 Weapon: GS-Aremihc (Gunsword).最新情報をもっと見るRecent updates分析記事 • Jul 23IG Port's (TSE:3791) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by IG Port, Inc.'s ( TSE:3791 ) latest earnings release. We did some further digging and...Reported Earnings • Jul 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥33.26 (down from JP¥43.28 in FY 2025). Revenue: JP¥14.1b (down 3.7% from FY 2025). Net income: JP¥669.0m (down 19% from FY 2025). Profit margin: 4.8% (down from 5.7% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,025, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 37% over the past three years.お知らせ • Jul 15IG Port, Inc., Annual General Meeting, Aug 28, 2026IG Port, Inc., Annual General Meeting, Aug 28, 2026.お知らせ • Jun 02Akatsuki Games Inc. Launches Main Story Chapter 12 X-OVER And Debuts New Character In Kaiju No. 8 The GameKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, launched Main Story Chapter 12: "X-OVER." The update marks the long-awaited debut of ?5 [Sky-Piercing Bolt] Gen Narumi in a custom CLOZER suit. Players can earn up to 1,500 Dimensional Crystals through the New Chapter Event while playing through a story that puts the First Division's pride to the test. Main Story Chapter 12: X-OVER is now available. The update introduces the final battle against humanity's greatest threat—Dimensional Identified Kaiju A—looming on the horizon. CLOZER proposes a large-scale expedition to concentrate global defense forces in New York. The plan hits a sudden roadblock when the operation's prime asset, First Division Captain Gen Narumi, refuses to take part. Stung by their own lack of power, Rin Shinonome and the rest of the First Division vow to defend the nation without their strongest captain. As Shinonome searches for a way to bridge the gap, the genius scientist Suited offers a solution: the X-OVER Suit, a new model still in development. With the First Division's pride on the line against an overwhelming foe, the stage is set for a shocking turn of events. Players can progress through Main Story Chapter 12 and challenge the score battles to earn rewards up to 1,500 Dimensional Crystals. ?5 [Sky-Piercing Bolt] Gen Narumi joins the battle in this update. Narumi takes the field in a custom-calibrated CLOZER suit. Developed alongside it is D-Numbers Weapon 1, which, like Rt-0001, takes the form of contact lenses. The lenses amplify the electrical signals running through his body, which he then discharges through his gauntlet. [Sky-Piercing Bolt] Gen Narumi (Optimal weapon type: Gunsword). New ?5 Weapon: GS-Aremihc (Gunsword).Upcoming Dividend • May 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).お知らせ • May 09IG Port, Inc. to Report Fiscal Year 2026 Results on Jul 15, 2026IG Port, Inc. announced that they will report fiscal year 2026 results on Jul 15, 2026Reported Earnings • Apr 15Third quarter 2026 earnings released: EPS: JP¥36.60 (vs JP¥12.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.60 (up from JP¥12.55 in 3Q 2025). Revenue: JP¥4.35b (up 33% from 3Q 2025). Net income: JP¥740.0m (up 208% from 3Q 2025). Profit margin: 17% (up from 7.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.お知らせ • Apr 07IG Port, Inc. to Report Q3, 2026 Results on Apr 14, 2026IG Port, Inc. announced that they will report Q3, 2026 results on Apr 14, 2026New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (64% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin).分析記事 • Jan 21We Think That There Are More Issues For IG Port (TSE:3791) Than Just Sluggish EarningsThe subdued market reaction suggests that IG Port, Inc.'s ( TSE:3791 ) recent earnings didn't contain any surprises...Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥12.65 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.87 (down from JP¥12.65 in 2Q 2025). Revenue: JP¥3.15b (down 2.0% from 2Q 2025). Net income: JP¥58.0m (down 76% from 2Q 2025). Profit margin: 1.8% (down from 7.5% in 2Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 02Akatsuki Games Inc., TOHO Co., Ltd., Production I.G, Inc. Announce Main Story Chapter 6: Operation: Reclaim Christmas Eve and the New 5 Character Gen Narumi Are Now AvailableKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, is excited to announce that Main Story Chapter 6: Operation: Reclaim Christmas Eve and the new 5 character [Japan's Strongest Santa] Gen Narumi are now available! Main Story Chapter 6: operation: Reclaim Christmas EveNow Released! With each of their hopes held close, they rise up to protect the smiles of the children and the city. New Chapter Event: To celebrate the release of Main Story Chapter 6, the New Chapter Event is now available. Progress through Main Story Chapter 6 and challenge the Score Battles to earn rewards up to Dimensional Crystal x1500. For more details, please check out the in-game announcement. Main Story Chapter 6 Release Celebration Login Bonus: Naoya Matsumoto's hit manga series, Kaiju No. 8, has been serialized on Shueisha's Shonen Jump+, and with over 19 million copies printed and distributed in Japan (including digital editions) across 16 published volumes. The anime Kaiju No. 8 has also garnered immense popularity not only in Japan but also worldwide, particularly in North America. Following its global success, Kaiju No. 8 THE GAME--co-produced by the powerhouse team of Ak Akatsuki Games, TOO, and Production I.G--is now officially available on the App Store, Google Play, and Steam®?.お知らせ • Nov 18IG Port, Inc. to Report Q2, 2026 Results on Jan 14, 2026IG Port, Inc. announced that they will report Q2, 2026 results on Jan 14, 2026Reported Earnings • Oct 16First quarter 2026 earnings released: EPS: JP¥10.05 (vs JP¥12.08 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.05 (down from JP¥12.08 in 1Q 2025). Revenue: JP¥3.06b (down 32% from 1Q 2025). Net income: JP¥199.0m (down 14% from 1Q 2025). Profit margin: 6.5% (up from 5.2% in 1Q 2025). 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 9.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Sep 28Price target decreased by 9.1% to JP¥3,215Down from JP¥3,535, the current price target is an average from 2 analysts. New target price is 112% above last closing price of JP¥1,514. Stock is down 30% over the past year. The company is forecast to post earnings per share of JP¥67.15 for next year compared to JP¥43.28 last year.お知らせ • Sep 22Akatsuki Games Inc., Toho Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Syncs Up with the Anime, Soshiro Hoshina Wearing Numbers Weapon 10KAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, announced that Soshiro Hoshina, wearing Numbers Weapon 10, debuts in the game right after his appearance in the latest episode of the Kaiju No. 8 anime. Additional assets, including the 5 Character Soshiro Hoshina and 5 Weapon SW- Susanoo (Twin Sweden), are available in the attached press asset folder. The character story for [United Front] Soshiro Hoshina is now live in KAIJU NO. 8 The GAME. This new episode highlights the activation experiment of a new identified Kaiju Weapon infused with the power of Kaiju No. 10. As Hoshina prepares for the battles ahead, he pushes himself to unlock even greater strength.Reported Earnings • Sep 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥43.28 (down from JP¥60.66 in FY 2024). Revenue: JP¥14.6b (up 23% from FY 2024). Net income: JP¥828.0m (down 28% from FY 2024). Profit margin: 5.7% (down from 9.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year and the company’s share price has also increased by 57% per year.お知らせ • Aug 19IG Port, Inc. to Report Q1, 2026 Results on Oct 15, 2025IG Port, Inc. announced that they will report Q1, 2026 results on Oct 15, 2025お知らせ • Aug 05Akatsuki Games Inc., Too Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Release Set for August 31Based on Naoya Matsumoto's hit manga series Kaiju No. 8, serialized on Shueisha's Shonen Jump+ and with over 18 million copies printed and distributed in Japan (including digital editions) across 15 published volumes, the anime Kaiju No. 8 has garnered immense popularity not only in Japan but also worldwide, particularly in North America. Building on this global success, Kaiju No. 8 THE GAME, a new title for mobile and PC, is being developed by the powerhouse team of Akatsuki Games, TOHO, and Production I.G. After much anticipation following the start of pre-registration on April 25 this year, the official release date for Kaiju No. 8 THE game has finally been set for August 31 (JST). Additionally, a new trailer and key visual have been unveiled! The artwork features the Japan Defense Force members, armed and ready, with Kaiju No. 8 at the forefront, as well as the original characters from CLOZER led by Sagan Shinomiya. The special program also showcased a stream of newly released in-game footage. In addition to cutscenes featured within the game's story mode, the program unveiled original Kaiju created exclusively for the game. Based on the total number of pre-registrations, players will receive exclusive characters and awesome in-game items when the game launches.Major Estimate Revision • Jul 25Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥15.2b to JP¥15.5b. EPS estimate fell from JP¥83.73 to JP¥62.70 per share. Net income forecast to grow 69% next year vs 21% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥3,535 unchanged from last update. Share price rose 19% to JP¥1,847 over the past week.New Risk • Jul 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.7% Last year net profit margin: 9.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (5.7% net profit margin).お知らせ • Jul 11IG Port, Inc., Annual General Meeting, Aug 28, 2025IG Port, Inc., Annual General Meeting, Aug 28, 2025.Price Target Changed • Jul 08Price target increased by 8.8% to JP¥3,535Up from JP¥3,250, the current price target is an average from 2 analysts. New target price is 70% above last closing price of JP¥2,077. Stock is up 83% over the past year. The company is forecast to post earnings per share of JP¥64.97 for next year compared to JP¥60.66 last year.お知らせ • Jul 04IG Port, Inc. announced that it has received ¥1.625925 billion in funding from Sanrio Company, Ltd.On July 3, 2025, IG Port, Inc. closed the transaction.分析記事 • Jun 20Market Participants Recognise IG Port, Inc.'s (TSE:3791) Earnings Pushing Shares 29% HigherIG Port, Inc. ( TSE:3791 ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,271, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 520% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,632 per share.お知らせ • Jun 17IG Port, Inc. announced that it expects to receive ¥1.625925 billion in funding from Sanrio Company, Ltd.IG Port, Inc. announced a private placement and business alliance agreement with Sanrio Company, Ltd. to issue 929,100 shares at an issue price of ¥1,750 per share for gross proceeds of ¥1,625,925,000 on June 17, 2025. The transaction has been approved by shareholders, expected to close on July 3, 2025, disclosed the issue expenses of ¥15,000,000 and net proceeds of ¥1,610,925,000.Upcoming Dividend • May 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).お知らせ • May 01IG Port, Inc. to Report Fiscal Year 2025 Results on Jul 11, 2025IG Port, Inc. announced that they will report fiscal year 2025 results on Jul 11, 2025Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥12.55 (vs JP¥13.38 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.55 (down from JP¥13.38 in 3Q 2024). Revenue: JP¥3.28b (up 8.4% from 3Q 2024). Net income: JP¥240.0m (down 6.2% from 3Q 2024). Profit margin: 7.3% (down from 8.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,668, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 438% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,123 per share.分析記事 • Apr 02With EPS Growth And More, IG Port (TSE:3791) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Feb 06IG Port, Inc. to Report Q3, 2025 Results on Apr 11, 2025IG Port, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,421, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Entertainment industry in Japan. Total returns to shareholders of 627% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,545 per share.分析記事 • Jan 17IG Port's (TSE:3791) Earnings Might Not Be As Promising As They SeemThe healthy profit announcement from IG Port, Inc. ( TSE:3791 ) didn't seem to impress investors. We did some digging...Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥12.65 (vs JP¥11.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.65 (up from JP¥11.03 in 2Q 2024). Revenue: JP¥3.21b (up 17% from 2Q 2024). Net income: JP¥242.0m (up 15% from 2Q 2024). Profit margin: 7.5% (down from 7.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jan 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥2,267. The fair value is estimated to be JP¥1,847, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.分析記事 • Nov 14IG Port, Inc. (TSE:3791) Looks Just Right With A 34% Price JumpIG Port, Inc. ( TSE:3791 ) shareholders would be excited to see that the share price has had a great month, posting a...Buy Or Sell Opportunity • Nov 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥2,260. The fair value is estimated to be JP¥1,880, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 63% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,133, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 410% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,884 per share.Reported Earnings • Oct 16First quarter 2025 earnings released: EPS: JP¥12.08 (vs JP¥17.70 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.08 (down from JP¥17.70 in 1Q 2024). Revenue: JP¥4.48b (up 80% from 1Q 2024). Net income: JP¥231.0m (down 31% from 1Q 2024). Profit margin: 5.2% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 10Is Now The Time To Put IG Port (TSE:3791) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Buy Or Sell Opportunity • Oct 07Now 20% undervaluedOver the last 90 days, the stock has risen 71% to JP¥1,936. The fair value is estimated to be JP¥2,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Reported Earnings • Sep 05Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥40.62 in FY 2023). Revenue: JP¥11.8b (up 6.1% from FY 2023). Net income: JP¥1.16b (up 51% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Sep 02Now 21% undervaluedOver the last 90 days, the stock has risen 73% to JP¥1,905. The fair value is estimated to be JP¥2,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Aug 09IG Port, Inc. to Report Q1, 2025 Results on Oct 11, 2024IG Port, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024分析記事 • Aug 07IG Port, Inc.'s (TSE:3791) Intrinsic Value Is Potentially 79% Above Its Share PriceKey Insights IG Port's estimated fair value is JP¥2,829 based on 2 Stage Free Cash Flow to Equity IG Port is estimated...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,570, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 292% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,823 per share.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 49%After last week's 49% share price gain to JP¥1,735, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Entertainment industry in Japan. Total returns to shareholders of 329% over the past three years.分析記事 • Jul 18IG Port, Inc.'s (TSE:3791) 47% Share Price Surge Not Quite Adding UpIG Port, Inc. ( TSE:3791 ) shareholders have had their patience rewarded with a 47% share price jump in the last month...Reported Earnings • Jul 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥40.62 in FY 2023). Revenue: JP¥11.8b (up 6.1% from FY 2023). Net income: JP¥1.16b (up 51% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 13IG Port, Inc., Annual General Meeting, Aug 29, 2024IG Port, Inc., Annual General Meeting, Aug 29, 2024.New Risk • Jun 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% 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 Risks Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future.Upcoming Dividend • May 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.4%).分析記事 • May 12IG Port (TSE:3791) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • May 10IG Port, Inc. to Report Fiscal Year 2024 Results on Jul 12, 2024IG Port, Inc. announced that they will report fiscal year 2024 results on Jul 12, 2024分析記事 • Apr 26IG Port, Inc.'s (TSE:3791) Stock Retreats 37% But Revenues Haven't Escaped The Attention Of InvestorsIG Port, Inc. ( TSE:3791 ) shares have had a horrible month, losing 37% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥4,490, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,331 per share.Buy Or Sell Opportunity • Apr 16Now 21% undervaluedOver the last 90 days, the stock has risen 3.9% to JP¥5,010. The fair value is estimated to be JP¥6,332, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.Reported Earnings • Apr 14Third quarter 2024 earnings released: EPS: JP¥53.53 (vs JP¥62.15 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.53 (down from JP¥62.15 in 3Q 2023). Revenue: JP¥3.03b (up 8.3% from 3Q 2023). Net income: JP¥256.0m (down 13% from 3Q 2023). Profit margin: 8.5% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 12IG Port, Inc.'s (TSE:3791) 26% Jump Shows Its Popularity With InvestorsDespite an already strong run, IG Port, Inc. ( TSE:3791 ) shares have been powering on, with a gain of 26% in the last...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,720, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 236% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,416 per share.お知らせ • Feb 07IG Port, Inc. to Report Q3, 2024 Results on Apr 12, 2024IG Port, Inc. announced that they will report Q3, 2024 results on Apr 12, 2024Reported Earnings • Jan 14Second quarter 2024 earnings released: EPS: JP¥44.14 (vs JP¥27.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.14 (up from JP¥27.79 in 2Q 2023). Revenue: JP¥2.74b (down 8.0% from 2Q 2023). Net income: JP¥211.0m (up 61% from 2Q 2023). Profit margin: 7.7% (up from 4.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,330, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 313% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,309 per share.お知らせ • Oct 29IG Port, Inc. to Report Q2, 2024 Results on Jan 12, 2024IG Port, Inc. announced that they will report Q2, 2024 results on Jan 12, 2024Reported Earnings • Oct 16First quarter 2024 earnings released: EPS: JP¥70.82 (vs JP¥53.24 in 1Q 2023)First quarter 2024 results: EPS: JP¥70.82 (up from JP¥53.24 in 1Q 2023). Revenue: JP¥2.49b (down 5.9% from 1Q 2023). Net income: JP¥336.0m (up 34% from 1Q 2023). Profit margin: 14% (up from 9.5% in 1Q 2023). 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 3.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 05Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥162 (up from JP¥1.01 in FY 2022). Revenue: JP¥11.2b (down 6.0% from FY 2022). Net income: JP¥766.0m (up JP¥761.0m from FY 2022). Profit margin: 6.9% (up from 0% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 30IG Port, Inc. to Report Q1, 2024 Results on Oct 13, 2023IG Port, Inc. announced that they will report Q1, 2024 results on Oct 13, 2023New Risk • Jul 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.7b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥13.7b market cap, or US$97.9m).Reported Earnings • Jul 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥162 (up from JP¥1.01 in FY 2022). Revenue: JP¥11.2b (down 6.0% from FY 2022). Net income: JP¥766.0m (up JP¥761.0m from FY 2022). Profit margin: 6.9% (up from 0% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.5%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 16IG Port, Inc., Annual General Meeting, Aug 29, 2023IG Port, Inc., Annual General Meeting, Aug 29, 2023.New Risk • Jul 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (0.5% net profit margin).Upcoming Dividend • May 23Upcoming dividend of JP¥35.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).お知らせ • May 12IG Port, Inc. to Report Fiscal Year 2023 Results on Jul 14, 2023IG Port, Inc. announced that they will report fiscal year 2023 results on Jul 14, 2023Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥62.15 (vs JP¥54.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥62.15 (up from JP¥54.18 in 3Q 2022). Revenue: JP¥2.79b (down 5.8% from 3Q 2022). Net income: JP¥293.0m (up 9.3% from 3Q 2022). Profit margin: 11% (up from 9.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Reported Earnings • Jan 14Second quarter 2023 earnings released: EPS: JP¥27.79 (vs JP¥44.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.79 (down from JP¥44.48 in 2Q 2022). Revenue: JP¥2.97b (down 9.8% from 2Q 2022). Net income: JP¥131.0m (down 41% from 2Q 2022). Profit margin: 4.4% (down from 6.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Auditor Daisuke Okeda was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 30IG Port, Inc. to Report Q2, 2023 Results on Jan 13, 2023IG Port, Inc. announced that they will report Q2, 2023 results on Jan 13, 2023Reported Earnings • Oct 17First quarter 2023 earnings released: EPS: JP¥53.24 (vs JP¥26.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.24 (up from JP¥26.48 in 1Q 2022). Revenue: JP¥2.65b (up 16% from 1Q 2022). Net income: JP¥251.0m (up 92% from 1Q 2022). Profit margin: 9.5% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 04Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥1.01 (down from JP¥118 in FY 2021). Revenue: JP¥11.9b (up 20% from FY 2021). Net income: JP¥5.00m (down 99% from FY 2021). Profit margin: 0% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 99%. Over the next year, revenue is expected to shrink by 2.7% compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 20IG Port, Inc. to Report Q1, 2023 Results on Oct 14, 2022IG Port, Inc. announced that they will report Q1, 2023 results on Oct 14, 2022お知らせ • Jul 16IG Port, Inc., Annual General Meeting, Aug 30, 2022IG Port, Inc., Annual General Meeting, Aug 30, 2022.Reported Earnings • Jul 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥1.01 (down from JP¥118 in FY 2021). Revenue: JP¥11.9b (up 20% from FY 2021). Net income: JP¥5.00m (down 99% from FY 2021). Profit margin: 0% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 99%. Over the next year, revenue is forecast to grow 7.0%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,756, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 4.7% over the past three years.Upcoming Dividend • May 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.2% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.1%).お知らせ • May 13IG Port, Inc. to Report Fiscal Year 2022 Results on Jul 14, 2022IG Port, Inc. announced that they will report fiscal year 2022 results on Jul 14, 2022お知らせ • May 12IG Port, Inc. (TSE:3791) announces an Equity Buyback for 232,000 shares, representing 4.59% for ¥346.14 million.IG Port, Inc. (TSE:3791) announces a share repurchase program. Under the program, the company will repurchase up to 232,000 shares, representing 4.59%, for ¥346.14 million. The shares will be repurchased at a price of ¥1,492 per share. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. As of April 30, 2022, the company had 5,055,267 shares in issue (excluding treasury stock) and 133 shares in treasury.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Auditor Daisuke Okeda was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,611, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 12% over the past three years.Reported Earnings • Apr 15Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥54.18 (up from JP¥29.72 loss in 3Q 2021). Revenue: JP¥2.96b (up 69% from 3Q 2021). Net income: JP¥268.0m (up JP¥415.0m from 3Q 2021). Profit margin: 9.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Over the next year, revenue is forecast to grow 6.1%, compared to a 6.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 16IG Port, Inc. to Report Q3, 2022 Results on Apr 14, 2022IG Port, Inc. announced that they will report Q3, 2022 results on Apr 14, 2022Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,203, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 21% over the past three years.Reported Earnings • Jan 16Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥44.48 (down from JP¥120 in 2Q 2021). Revenue: JP¥3.30b (down 18% from 2Q 2021). Net income: JP¥220.0m (down 63% from 2Q 2021). Profit margin: 6.7% (down from 15% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Earnings per share (EPS) surpassed analyst estimates by 45%. Over the next year, revenue is forecast to grow 7.9%, compared to a 5.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 15First quarter 2022 earnings released: EPS JP¥26.48 (vs JP¥3.86 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.29b (up 103% from 1Q 2021). Net income: JP¥131.0m (up JP¥150.0m from 1Q 2021). Profit margin: 5.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.株主還元3791JP EntertainmentJP 市場7D3.9%7.4%-1.7%1Y-39.2%-26.8%35.2%株主還元を見る業界別リターン: 3791過去 1 年間で-26.8 % の収益を上げたJP Entertainment業界を下回りました。リターン対市場: 3791は、過去 1 年間で35.2 % のリターンを上げたJP市場を下回りました。価格変動Is 3791's price volatile compared to industry and market?3791 volatility3791 Average Weekly Movement8.9%Entertainment Industry Average Movement4.6%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%安定した株価: 3791の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 3791の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1987517Mitsuhisa Ishikawawww.igport.co.jp株式会社IGポートは、その子会社とともに、日本、米国、アジア、欧州、および海外でアニメーション制作会社として事業を展開している。映像制作事業、出版事業、版権事業、商品販売事業、その他事業を行っている。劇場・テレビ・ビデオ・配信・ゲームなどの映像制作事業、アニメ・ゲームソフト制作事業、人気作品のキャラクターを使用した商品の企画・ライセンス・監修・制作事業、店舗運営事業、原稿雑誌のイラスト投稿・講演活動などを行っている。また、国内外における作品の二次利用に関する一部権利の販売や、雑誌・定期刊行物などのコミック誌、コミック、イラスト集などの関連書籍、電子書籍の出版・販売も行っている。株式会社IGポートは1987年に設立され、武蔵野市に本社を置く。もっと見るIG Port, Inc. 基礎のまとめIG Port の収益と売上を時価総額と比較するとどうか。3791 基礎統計学時価総額JP¥20.52b収益（TTM）JP¥669.00m売上高(TTM)JP¥14.06b31.2xPER（株価収益率1.5xP/Sレシオ3791 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3791 損益計算書（TTM）収益JP¥14.06b売上原価JP¥11.49b売上総利益JP¥2.57bその他の費用JP¥1.90b収益JP¥669.00m直近の収益報告May 31, 2026次回決算日該当なし一株当たり利益（EPS）33.08グロス・マージン18.28%純利益率4.76%有利子負債／自己資本比率1.0%3791 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1.3%現在の配当利回り26%配当性向3791 配当は確実ですか？3791 配当履歴とベンチマークを見る3791 、いつまでに購入すれば配当金を受け取れますか？IG Port 配当日配当落ち日May 28 2026配当支払日Aug 31 2026配当落ちまでの日数62 days配当支払日までの日数33 days3791 配当は確実ですか？3791 配当履歴とベンチマークを見る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2026/07/29 09:47終値2026/07/29 00:00収益2026/05/31年間収益2026/05/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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IG Port, Inc. 3 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。3 アナリスト機関Kazuki SakaguchiDaiwa Securities Co. Ltd.Yasuyoshi MimuraIchiyoshi Research Institute Inc.Kenzaburou YamadaTokai Tokyo Intelligence Laboratory Co., Ltd.
分析記事 • Jul 23IG Port's (TSE:3791) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by IG Port, Inc.'s ( TSE:3791 ) latest earnings release. We did some further digging and...
Reported Earnings • Jul 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥33.26 (down from JP¥43.28 in FY 2025). Revenue: JP¥14.1b (down 3.7% from FY 2025). Net income: JP¥669.0m (down 19% from FY 2025). Profit margin: 4.8% (down from 5.7% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,025, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 37% over the past three years.
お知らせ • Jul 15IG Port, Inc., Annual General Meeting, Aug 28, 2026IG Port, Inc., Annual General Meeting, Aug 28, 2026.
お知らせ • Jun 02Akatsuki Games Inc. Launches Main Story Chapter 12 X-OVER And Debuts New Character In Kaiju No. 8 The GameKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, launched Main Story Chapter 12: "X-OVER." The update marks the long-awaited debut of ?5 [Sky-Piercing Bolt] Gen Narumi in a custom CLOZER suit. Players can earn up to 1,500 Dimensional Crystals through the New Chapter Event while playing through a story that puts the First Division's pride to the test. Main Story Chapter 12: X-OVER is now available. The update introduces the final battle against humanity's greatest threat—Dimensional Identified Kaiju A—looming on the horizon. CLOZER proposes a large-scale expedition to concentrate global defense forces in New York. The plan hits a sudden roadblock when the operation's prime asset, First Division Captain Gen Narumi, refuses to take part. Stung by their own lack of power, Rin Shinonome and the rest of the First Division vow to defend the nation without their strongest captain. As Shinonome searches for a way to bridge the gap, the genius scientist Suited offers a solution: the X-OVER Suit, a new model still in development. With the First Division's pride on the line against an overwhelming foe, the stage is set for a shocking turn of events. Players can progress through Main Story Chapter 12 and challenge the score battles to earn rewards up to 1,500 Dimensional Crystals. ?5 [Sky-Piercing Bolt] Gen Narumi joins the battle in this update. Narumi takes the field in a custom-calibrated CLOZER suit. Developed alongside it is D-Numbers Weapon 1, which, like Rt-0001, takes the form of contact lenses. The lenses amplify the electrical signals running through his body, which he then discharges through his gauntlet. [Sky-Piercing Bolt] Gen Narumi (Optimal weapon type: Gunsword). New ?5 Weapon: GS-Aremihc (Gunsword).
分析記事 • Jul 23IG Port's (TSE:3791) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by IG Port, Inc.'s ( TSE:3791 ) latest earnings release. We did some further digging and...
Reported Earnings • Jul 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥33.26 (down from JP¥43.28 in FY 2025). Revenue: JP¥14.1b (down 3.7% from FY 2025). Net income: JP¥669.0m (down 19% from FY 2025). Profit margin: 4.8% (down from 5.7% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,025, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Entertainment industry in Japan. Total returns to shareholders of 37% over the past three years.
お知らせ • Jul 15IG Port, Inc., Annual General Meeting, Aug 28, 2026IG Port, Inc., Annual General Meeting, Aug 28, 2026.
お知らせ • Jun 02Akatsuki Games Inc. Launches Main Story Chapter 12 X-OVER And Debuts New Character In Kaiju No. 8 The GameKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, launched Main Story Chapter 12: "X-OVER." The update marks the long-awaited debut of ?5 [Sky-Piercing Bolt] Gen Narumi in a custom CLOZER suit. Players can earn up to 1,500 Dimensional Crystals through the New Chapter Event while playing through a story that puts the First Division's pride to the test. Main Story Chapter 12: X-OVER is now available. The update introduces the final battle against humanity's greatest threat—Dimensional Identified Kaiju A—looming on the horizon. CLOZER proposes a large-scale expedition to concentrate global defense forces in New York. The plan hits a sudden roadblock when the operation's prime asset, First Division Captain Gen Narumi, refuses to take part. Stung by their own lack of power, Rin Shinonome and the rest of the First Division vow to defend the nation without their strongest captain. As Shinonome searches for a way to bridge the gap, the genius scientist Suited offers a solution: the X-OVER Suit, a new model still in development. With the First Division's pride on the line against an overwhelming foe, the stage is set for a shocking turn of events. Players can progress through Main Story Chapter 12 and challenge the score battles to earn rewards up to 1,500 Dimensional Crystals. ?5 [Sky-Piercing Bolt] Gen Narumi joins the battle in this update. Narumi takes the field in a custom-calibrated CLOZER suit. Developed alongside it is D-Numbers Weapon 1, which, like Rt-0001, takes the form of contact lenses. The lenses amplify the electrical signals running through his body, which he then discharges through his gauntlet. [Sky-Piercing Bolt] Gen Narumi (Optimal weapon type: Gunsword). New ?5 Weapon: GS-Aremihc (Gunsword).
Upcoming Dividend • May 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).
お知らせ • May 09IG Port, Inc. to Report Fiscal Year 2026 Results on Jul 15, 2026IG Port, Inc. announced that they will report fiscal year 2026 results on Jul 15, 2026
Reported Earnings • Apr 15Third quarter 2026 earnings released: EPS: JP¥36.60 (vs JP¥12.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.60 (up from JP¥12.55 in 3Q 2025). Revenue: JP¥4.35b (up 33% from 3Q 2025). Net income: JP¥740.0m (up 208% from 3Q 2025). Profit margin: 17% (up from 7.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Apr 07IG Port, Inc. to Report Q3, 2026 Results on Apr 14, 2026IG Port, Inc. announced that they will report Q3, 2026 results on Apr 14, 2026
New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (64% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin).
分析記事 • Jan 21We Think That There Are More Issues For IG Port (TSE:3791) Than Just Sluggish EarningsThe subdued market reaction suggests that IG Port, Inc.'s ( TSE:3791 ) recent earnings didn't contain any surprises...
Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥12.65 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.87 (down from JP¥12.65 in 2Q 2025). Revenue: JP¥3.15b (down 2.0% from 2Q 2025). Net income: JP¥58.0m (down 76% from 2Q 2025). Profit margin: 1.8% (down from 7.5% in 2Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 02Akatsuki Games Inc., TOHO Co., Ltd., Production I.G, Inc. Announce Main Story Chapter 6: Operation: Reclaim Christmas Eve and the New 5 Character Gen Narumi Are Now AvailableKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, is excited to announce that Main Story Chapter 6: Operation: Reclaim Christmas Eve and the new 5 character [Japan's Strongest Santa] Gen Narumi are now available! Main Story Chapter 6: operation: Reclaim Christmas EveNow Released! With each of their hopes held close, they rise up to protect the smiles of the children and the city. New Chapter Event: To celebrate the release of Main Story Chapter 6, the New Chapter Event is now available. Progress through Main Story Chapter 6 and challenge the Score Battles to earn rewards up to Dimensional Crystal x1500. For more details, please check out the in-game announcement. Main Story Chapter 6 Release Celebration Login Bonus: Naoya Matsumoto's hit manga series, Kaiju No. 8, has been serialized on Shueisha's Shonen Jump+, and with over 19 million copies printed and distributed in Japan (including digital editions) across 16 published volumes. The anime Kaiju No. 8 has also garnered immense popularity not only in Japan but also worldwide, particularly in North America. Following its global success, Kaiju No. 8 THE GAME--co-produced by the powerhouse team of Ak Akatsuki Games, TOO, and Production I.G--is now officially available on the App Store, Google Play, and Steam®?.
お知らせ • Nov 18IG Port, Inc. to Report Q2, 2026 Results on Jan 14, 2026IG Port, Inc. announced that they will report Q2, 2026 results on Jan 14, 2026
Reported Earnings • Oct 16First quarter 2026 earnings released: EPS: JP¥10.05 (vs JP¥12.08 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.05 (down from JP¥12.08 in 1Q 2025). Revenue: JP¥3.06b (down 32% from 1Q 2025). Net income: JP¥199.0m (down 14% from 1Q 2025). Profit margin: 6.5% (up from 5.2% in 1Q 2025). 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 9.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Sep 28Price target decreased by 9.1% to JP¥3,215Down from JP¥3,535, the current price target is an average from 2 analysts. New target price is 112% above last closing price of JP¥1,514. Stock is down 30% over the past year. The company is forecast to post earnings per share of JP¥67.15 for next year compared to JP¥43.28 last year.
お知らせ • Sep 22Akatsuki Games Inc., Toho Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Syncs Up with the Anime, Soshiro Hoshina Wearing Numbers Weapon 10KAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, announced that Soshiro Hoshina, wearing Numbers Weapon 10, debuts in the game right after his appearance in the latest episode of the Kaiju No. 8 anime. Additional assets, including the 5 Character Soshiro Hoshina and 5 Weapon SW- Susanoo (Twin Sweden), are available in the attached press asset folder. The character story for [United Front] Soshiro Hoshina is now live in KAIJU NO. 8 The GAME. This new episode highlights the activation experiment of a new identified Kaiju Weapon infused with the power of Kaiju No. 10. As Hoshina prepares for the battles ahead, he pushes himself to unlock even greater strength.
Reported Earnings • Sep 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥43.28 (down from JP¥60.66 in FY 2024). Revenue: JP¥14.6b (up 23% from FY 2024). Net income: JP¥828.0m (down 28% from FY 2024). Profit margin: 5.7% (down from 9.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year and the company’s share price has also increased by 57% per year.
お知らせ • Aug 19IG Port, Inc. to Report Q1, 2026 Results on Oct 15, 2025IG Port, Inc. announced that they will report Q1, 2026 results on Oct 15, 2025
お知らせ • Aug 05Akatsuki Games Inc., Too Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Release Set for August 31Based on Naoya Matsumoto's hit manga series Kaiju No. 8, serialized on Shueisha's Shonen Jump+ and with over 18 million copies printed and distributed in Japan (including digital editions) across 15 published volumes, the anime Kaiju No. 8 has garnered immense popularity not only in Japan but also worldwide, particularly in North America. Building on this global success, Kaiju No. 8 THE GAME, a new title for mobile and PC, is being developed by the powerhouse team of Akatsuki Games, TOHO, and Production I.G. After much anticipation following the start of pre-registration on April 25 this year, the official release date for Kaiju No. 8 THE game has finally been set for August 31 (JST). Additionally, a new trailer and key visual have been unveiled! The artwork features the Japan Defense Force members, armed and ready, with Kaiju No. 8 at the forefront, as well as the original characters from CLOZER led by Sagan Shinomiya. The special program also showcased a stream of newly released in-game footage. In addition to cutscenes featured within the game's story mode, the program unveiled original Kaiju created exclusively for the game. Based on the total number of pre-registrations, players will receive exclusive characters and awesome in-game items when the game launches.
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥15.2b to JP¥15.5b. EPS estimate fell from JP¥83.73 to JP¥62.70 per share. Net income forecast to grow 69% next year vs 21% growth forecast for Entertainment industry in Japan. Consensus price target of JP¥3,535 unchanged from last update. Share price rose 19% to JP¥1,847 over the past week.
New Risk • Jul 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.7% Last year net profit margin: 9.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (5.7% net profit margin).
お知らせ • Jul 11IG Port, Inc., Annual General Meeting, Aug 28, 2025IG Port, Inc., Annual General Meeting, Aug 28, 2025.
Price Target Changed • Jul 08Price target increased by 8.8% to JP¥3,535Up from JP¥3,250, the current price target is an average from 2 analysts. New target price is 70% above last closing price of JP¥2,077. Stock is up 83% over the past year. The company is forecast to post earnings per share of JP¥64.97 for next year compared to JP¥60.66 last year.
お知らせ • Jul 04IG Port, Inc. announced that it has received ¥1.625925 billion in funding from Sanrio Company, Ltd.On July 3, 2025, IG Port, Inc. closed the transaction.
分析記事 • Jun 20Market Participants Recognise IG Port, Inc.'s (TSE:3791) Earnings Pushing Shares 29% HigherIG Port, Inc. ( TSE:3791 ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,271, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 520% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,632 per share.
お知らせ • Jun 17IG Port, Inc. announced that it expects to receive ¥1.625925 billion in funding from Sanrio Company, Ltd.IG Port, Inc. announced a private placement and business alliance agreement with Sanrio Company, Ltd. to issue 929,100 shares at an issue price of ¥1,750 per share for gross proceeds of ¥1,625,925,000 on June 17, 2025. The transaction has been approved by shareholders, expected to close on July 3, 2025, disclosed the issue expenses of ¥15,000,000 and net proceeds of ¥1,610,925,000.
Upcoming Dividend • May 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.2%).
お知らせ • May 01IG Port, Inc. to Report Fiscal Year 2025 Results on Jul 11, 2025IG Port, Inc. announced that they will report fiscal year 2025 results on Jul 11, 2025
Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥12.55 (vs JP¥13.38 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.55 (down from JP¥13.38 in 3Q 2024). Revenue: JP¥3.28b (up 8.4% from 3Q 2024). Net income: JP¥240.0m (down 6.2% from 3Q 2024). Profit margin: 7.3% (down from 8.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,668, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 438% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,123 per share.
分析記事 • Apr 02With EPS Growth And More, IG Port (TSE:3791) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Feb 06IG Port, Inc. to Report Q3, 2025 Results on Apr 11, 2025IG Port, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,421, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Entertainment industry in Japan. Total returns to shareholders of 627% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,545 per share.
分析記事 • Jan 17IG Port's (TSE:3791) Earnings Might Not Be As Promising As They SeemThe healthy profit announcement from IG Port, Inc. ( TSE:3791 ) didn't seem to impress investors. We did some digging...
Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥12.65 (vs JP¥11.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.65 (up from JP¥11.03 in 2Q 2024). Revenue: JP¥3.21b (up 17% from 2Q 2024). Net income: JP¥242.0m (up 15% from 2Q 2024). Profit margin: 7.5% (down from 7.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jan 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥2,267. The fair value is estimated to be JP¥1,847, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
分析記事 • Nov 14IG Port, Inc. (TSE:3791) Looks Just Right With A 34% Price JumpIG Port, Inc. ( TSE:3791 ) shareholders would be excited to see that the share price has had a great month, posting a...
Buy Or Sell Opportunity • Nov 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥2,260. The fair value is estimated to be JP¥1,880, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 63% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,133, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 410% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,884 per share.
Reported Earnings • Oct 16First quarter 2025 earnings released: EPS: JP¥12.08 (vs JP¥17.70 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.08 (down from JP¥17.70 in 1Q 2024). Revenue: JP¥4.48b (up 80% from 1Q 2024). Net income: JP¥231.0m (down 31% from 1Q 2024). Profit margin: 5.2% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 10Is Now The Time To Put IG Port (TSE:3791) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Buy Or Sell Opportunity • Oct 07Now 20% undervaluedOver the last 90 days, the stock has risen 71% to JP¥1,936. The fair value is estimated to be JP¥2,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Sep 05Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥40.62 in FY 2023). Revenue: JP¥11.8b (up 6.1% from FY 2023). Net income: JP¥1.16b (up 51% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Sep 02Now 21% undervaluedOver the last 90 days, the stock has risen 73% to JP¥1,905. The fair value is estimated to be JP¥2,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Aug 09IG Port, Inc. to Report Q1, 2025 Results on Oct 11, 2024IG Port, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024
分析記事 • Aug 07IG Port, Inc.'s (TSE:3791) Intrinsic Value Is Potentially 79% Above Its Share PriceKey Insights IG Port's estimated fair value is JP¥2,829 based on 2 Stage Free Cash Flow to Equity IG Port is estimated...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,570, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Entertainment industry in Japan. Total returns to shareholders of 292% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,823 per share.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 49%After last week's 49% share price gain to JP¥1,735, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Entertainment industry in Japan. Total returns to shareholders of 329% over the past three years.
分析記事 • Jul 18IG Port, Inc.'s (TSE:3791) 47% Share Price Surge Not Quite Adding UpIG Port, Inc. ( TSE:3791 ) shareholders have had their patience rewarded with a 47% share price jump in the last month...
Reported Earnings • Jul 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥40.62 in FY 2023). Revenue: JP¥11.8b (up 6.1% from FY 2023). Net income: JP¥1.16b (up 51% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 13IG Port, Inc., Annual General Meeting, Aug 29, 2024IG Port, Inc., Annual General Meeting, Aug 29, 2024.
New Risk • Jun 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% 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 Risks Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future.
Upcoming Dividend • May 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.4%).
分析記事 • May 12IG Port (TSE:3791) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • May 10IG Port, Inc. to Report Fiscal Year 2024 Results on Jul 12, 2024IG Port, Inc. announced that they will report fiscal year 2024 results on Jul 12, 2024
分析記事 • Apr 26IG Port, Inc.'s (TSE:3791) Stock Retreats 37% But Revenues Haven't Escaped The Attention Of InvestorsIG Port, Inc. ( TSE:3791 ) shares have had a horrible month, losing 37% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥4,490, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,331 per share.
Buy Or Sell Opportunity • Apr 16Now 21% undervaluedOver the last 90 days, the stock has risen 3.9% to JP¥5,010. The fair value is estimated to be JP¥6,332, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
Reported Earnings • Apr 14Third quarter 2024 earnings released: EPS: JP¥53.53 (vs JP¥62.15 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.53 (down from JP¥62.15 in 3Q 2023). Revenue: JP¥3.03b (up 8.3% from 3Q 2023). Net income: JP¥256.0m (down 13% from 3Q 2023). Profit margin: 8.5% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 12IG Port, Inc.'s (TSE:3791) 26% Jump Shows Its Popularity With InvestorsDespite an already strong run, IG Port, Inc. ( TSE:3791 ) shares have been powering on, with a gain of 26% in the last...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,720, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 236% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,416 per share.
お知らせ • Feb 07IG Port, Inc. to Report Q3, 2024 Results on Apr 12, 2024IG Port, Inc. announced that they will report Q3, 2024 results on Apr 12, 2024
Reported Earnings • Jan 14Second quarter 2024 earnings released: EPS: JP¥44.14 (vs JP¥27.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.14 (up from JP¥27.79 in 2Q 2023). Revenue: JP¥2.74b (down 8.0% from 2Q 2023). Net income: JP¥211.0m (up 61% from 2Q 2023). Profit margin: 7.7% (up from 4.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,330, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 313% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,309 per share.
お知らせ • Oct 29IG Port, Inc. to Report Q2, 2024 Results on Jan 12, 2024IG Port, Inc. announced that they will report Q2, 2024 results on Jan 12, 2024
Reported Earnings • Oct 16First quarter 2024 earnings released: EPS: JP¥70.82 (vs JP¥53.24 in 1Q 2023)First quarter 2024 results: EPS: JP¥70.82 (up from JP¥53.24 in 1Q 2023). Revenue: JP¥2.49b (down 5.9% from 1Q 2023). Net income: JP¥336.0m (up 34% from 1Q 2023). Profit margin: 14% (up from 9.5% in 1Q 2023). 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 3.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 05Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥162 (up from JP¥1.01 in FY 2022). Revenue: JP¥11.2b (down 6.0% from FY 2022). Net income: JP¥766.0m (up JP¥761.0m from FY 2022). Profit margin: 6.9% (up from 0% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 30IG Port, Inc. to Report Q1, 2024 Results on Oct 13, 2023IG Port, Inc. announced that they will report Q1, 2024 results on Oct 13, 2023
New Risk • Jul 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.7b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥13.7b market cap, or US$97.9m).
Reported Earnings • Jul 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥162 (up from JP¥1.01 in FY 2022). Revenue: JP¥11.2b (down 6.0% from FY 2022). Net income: JP¥766.0m (up JP¥761.0m from FY 2022). Profit margin: 6.9% (up from 0% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.5%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 16IG Port, Inc., Annual General Meeting, Aug 29, 2023IG Port, Inc., Annual General Meeting, Aug 29, 2023.
New Risk • Jul 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (0.5% net profit margin).
Upcoming Dividend • May 23Upcoming dividend of JP¥35.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).
お知らせ • May 12IG Port, Inc. to Report Fiscal Year 2023 Results on Jul 14, 2023IG Port, Inc. announced that they will report fiscal year 2023 results on Jul 14, 2023
Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥62.15 (vs JP¥54.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥62.15 (up from JP¥54.18 in 3Q 2022). Revenue: JP¥2.79b (down 5.8% from 3Q 2022). Net income: JP¥293.0m (up 9.3% from 3Q 2022). Profit margin: 11% (up from 9.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Reported Earnings • Jan 14Second quarter 2023 earnings released: EPS: JP¥27.79 (vs JP¥44.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.79 (down from JP¥44.48 in 2Q 2022). Revenue: JP¥2.97b (down 9.8% from 2Q 2022). Net income: JP¥131.0m (down 41% from 2Q 2022). Profit margin: 4.4% (down from 6.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Auditor Daisuke Okeda was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 30IG Port, Inc. to Report Q2, 2023 Results on Jan 13, 2023IG Port, Inc. announced that they will report Q2, 2023 results on Jan 13, 2023
Reported Earnings • Oct 17First quarter 2023 earnings released: EPS: JP¥53.24 (vs JP¥26.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.24 (up from JP¥26.48 in 1Q 2022). Revenue: JP¥2.65b (up 16% from 1Q 2022). Net income: JP¥251.0m (up 92% from 1Q 2022). Profit margin: 9.5% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 04Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥1.01 (down from JP¥118 in FY 2021). Revenue: JP¥11.9b (up 20% from FY 2021). Net income: JP¥5.00m (down 99% from FY 2021). Profit margin: 0% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 99%. Over the next year, revenue is expected to shrink by 2.7% compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 20IG Port, Inc. to Report Q1, 2023 Results on Oct 14, 2022IG Port, Inc. announced that they will report Q1, 2023 results on Oct 14, 2022
お知らせ • Jul 16IG Port, Inc., Annual General Meeting, Aug 30, 2022IG Port, Inc., Annual General Meeting, Aug 30, 2022.
Reported Earnings • Jul 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥1.01 (down from JP¥118 in FY 2021). Revenue: JP¥11.9b (up 20% from FY 2021). Net income: JP¥5.00m (down 99% from FY 2021). Profit margin: 0% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 99%. Over the next year, revenue is forecast to grow 7.0%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,756, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 4.7% over the past three years.
Upcoming Dividend • May 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.2% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.1%).
お知らせ • May 13IG Port, Inc. to Report Fiscal Year 2022 Results on Jul 14, 2022IG Port, Inc. announced that they will report fiscal year 2022 results on Jul 14, 2022
お知らせ • May 12IG Port, Inc. (TSE:3791) announces an Equity Buyback for 232,000 shares, representing 4.59% for ¥346.14 million.IG Port, Inc. (TSE:3791) announces a share repurchase program. Under the program, the company will repurchase up to 232,000 shares, representing 4.59%, for ¥346.14 million. The shares will be repurchased at a price of ¥1,492 per share. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. As of April 30, 2022, the company had 5,055,267 shares in issue (excluding treasury stock) and 133 shares in treasury.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Auditor Daisuke Okeda was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,611, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 12% over the past three years.
Reported Earnings • Apr 15Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥54.18 (up from JP¥29.72 loss in 3Q 2021). Revenue: JP¥2.96b (up 69% from 3Q 2021). Net income: JP¥268.0m (up JP¥415.0m from 3Q 2021). Profit margin: 9.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Over the next year, revenue is forecast to grow 6.1%, compared to a 6.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 16IG Port, Inc. to Report Q3, 2022 Results on Apr 14, 2022IG Port, Inc. announced that they will report Q3, 2022 results on Apr 14, 2022
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,203, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Entertainment industry in Japan. Total loss to shareholders of 21% over the past three years.
Reported Earnings • Jan 16Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥44.48 (down from JP¥120 in 2Q 2021). Revenue: JP¥3.30b (down 18% from 2Q 2021). Net income: JP¥220.0m (down 63% from 2Q 2021). Profit margin: 6.7% (down from 15% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Earnings per share (EPS) surpassed analyst estimates by 45%. Over the next year, revenue is forecast to grow 7.9%, compared to a 5.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 15First quarter 2022 earnings released: EPS JP¥26.48 (vs JP¥3.86 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.29b (up 103% from 1Q 2021). Net income: JP¥131.0m (up JP¥150.0m from 1Q 2021). Profit margin: 5.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
