Socialwire(3929)株式概要ソーシャルワイヤー株式会社は、日本、シンガポール、アジアでデジタルPR事業を展開しています。 詳細3929 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金0/6報酬過去1年間で収益は30%増加しました リスク分析高いレベルの非現金収入 意味のある時価総額がありません ( ¥4B )すべてのリスクチェックを見る3929 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥348.00124.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-876m5b2016201920222025202620282031Revenue JP¥2.0bEarnings JP¥125.8mAdvancedSet Fair ValueView all narrativesSocialwire Co., Ltd. 競合他社TrendersSymbol: TSE:6069Market cap: JP¥4.7bZetaSymbol: TSE:6031Market cap: JP¥4.8bGlobal InformationSymbol: TSE:4171Market cap: JP¥5.0bIIDSymbol: TSE:6038Market cap: JP¥4.4b価格と性能株価の高値、安値、推移の概要Socialwire過去の株価現在の株価JP¥348.0052週高値JP¥375.0052週安値JP¥233.00ベータ0.341ヶ月の変化8.07%3ヶ月変化13.73%1年変化44.40%3年間の変化44.40%5年間の変化-46.87%IPOからの変化-66.76%最新ニュースReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥18.88 (vs JP¥16.54 in FY 2025)Full year 2026 results: EPS: JP¥18.88 (up from JP¥16.54 in FY 2025). Revenue: JP¥3.51b (up 21% from FY 2025). Net income: JP¥221.0m (up 30% from FY 2025). Profit margin: 6.3% (up from 5.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥4.70 (vs JP¥5.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.70 (down from JP¥5.36 in 3Q 2025). Revenue: JP¥1.00b (up 32% from 3Q 2025). Net income: JP¥55.0m (down 15% from 3Q 2025). Profit margin: 5.5% (down from 8.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Dec 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥3.14b market cap, or US$20.1m).お知らせ • Sep 17founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million.founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million on September 16, 2025. A cash consideration of ¥15 million will be paid by the buyer. As part of consideration, ¥15 million is paid towards common equity of MK1 Technology Vietnam Company Limited. For the period ending December 31, 2024, MK1 Technology Vietnam Company Limited reported total revenue of ¥7.65 billion, EBIT of ¥784 million and net income of ¥781 million. As of December 31, 2024, MK1 Technology Vietnam Company Limited reported total assets of ¥2.23 billion and total common equity of ¥1.33 billion. The expected completion of the transaction is September 30, 2025.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥291, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 9.3% over the past three years.最新情報をもっと見るRecent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥18.88 (vs JP¥16.54 in FY 2025)Full year 2026 results: EPS: JP¥18.88 (up from JP¥16.54 in FY 2025). Revenue: JP¥3.51b (up 21% from FY 2025). Net income: JP¥221.0m (up 30% from FY 2025). Profit margin: 6.3% (up from 5.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥4.70 (vs JP¥5.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.70 (down from JP¥5.36 in 3Q 2025). Revenue: JP¥1.00b (up 32% from 3Q 2025). Net income: JP¥55.0m (down 15% from 3Q 2025). Profit margin: 5.5% (down from 8.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Dec 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥3.14b market cap, or US$20.1m).お知らせ • Sep 17founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million.founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million on September 16, 2025. A cash consideration of ¥15 million will be paid by the buyer. As part of consideration, ¥15 million is paid towards common equity of MK1 Technology Vietnam Company Limited. For the period ending December 31, 2024, MK1 Technology Vietnam Company Limited reported total revenue of ¥7.65 billion, EBIT of ¥784 million and net income of ¥781 million. As of December 31, 2024, MK1 Technology Vietnam Company Limited reported total assets of ¥2.23 billion and total common equity of ¥1.33 billion. The expected completion of the transaction is September 30, 2025.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥291, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 9.3% over the past three years.Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: JP¥1.71 (vs JP¥0.84 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥1.71 (up from JP¥0.84 loss in 1Q 2025). Revenue: JP¥700.0m (down 2.2% from 1Q 2025). Net income: JP¥20.0m (up JP¥25.0m from 1Q 2025). Profit margin: 2.9% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Jul 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Outside Director Seiichi Ohno was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • May 31+ 2 more updatesSocialwire Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025Socialwire Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025分析記事 • May 26There Are Some Holes In Socialwire's (TSE:3929) Solid Earnings ReleaseSolid profit numbers didn't seem to be enough to please Socialwire Co., Ltd.'s ( TSE:3929 ) shareholders. Our analysis...New Risk • May 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 112% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). High level of non-cash earnings (112% accrual ratio). Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥2.83b market cap, or US$19.4m).お知らせ • May 13Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2025Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2025.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥224, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 52% over the past three years.分析記事 • Apr 10Socialwire Co., Ltd.'s (TSE:3929) Shareholders Might Be Looking For ExitWith a median price-to-sales (or "P/S") ratio of close to 0.7x in the Media industry in Japan, you could be forgiven...New Risk • Apr 07New 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 6.5% 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 Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.12b market cap, or US$14.5m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥181, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 61% over the past three years.お知らせ • Mar 03Socialwire Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Socialwire Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 17Third quarter 2025 earnings released: EPS: JP¥5.36 (vs JP¥17.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥5.36 (down from JP¥17.58 in 3Q 2024). Revenue: JP¥760.0m (flat on 3Q 2024). Net income: JP¥65.0m (down 38% from 3Q 2024). Profit margin: 8.6% (down from 14% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.分析記事 • Nov 25Socialwire (TSE:3929) Is Posting Solid Earnings, But It Is Not All Good NewsSocialwire Co., Ltd. ( TSE:3929 ) posted some decent earnings, but shareholders didn't react strongly. Our analysis has...New Risk • Nov 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 178% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (178% accrual ratio). Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥2.56b market cap, or US$16.6m).Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥7.67 (vs JP¥29.13 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.67 (up from JP¥29.13 loss in 2Q 2024). Revenue: JP¥751.0m (down 27% from 2Q 2024). Net income: JP¥90.0m (up JP¥264.0m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.お知らせ • Oct 03JAPAN AI, Inc. agreed to acquire Transmart Inc. from Socialwire Co., Ltd. (TSE:3929) for ¥32.5 million.JAPAN AI, Inc. agreed to acquire Transmart Inc. from Socialwire Co., Ltd. (TSE:3929) for ¥32.5 million on October 1, 2024. A cash consideration of ¥32.5 million will be paid by JAPAN AI, Inc. As part of consideration, ¥32.5 million is paid towards common equity of Transmart Inc. As of March 31, 2024, Transmart Inc reported sales of ¥230 million, operating profit of ¥7.7 million, net income of ¥6.2 million, net worth of ¥39.4 million, and total assets of ¥88 million. The expected completion of the transaction is October 1, 2024.お知らせ • Aug 14Zero-Ten Co., Ltd. agreed to acquire Crosscoop Singapore Pte Ltd. from Socialwire Co., Ltd. (TSE:3929).Zero-Ten Co., Ltd. agreed to acquire Crosscoop Singapore Pte Ltd. from Socialwire Co., Ltd. (TSE:3929) on August 13, 2024. The expected completion of the transaction is September 2, 2024.New Risk • Aug 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 8.3% 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 (8.3% average weekly change). Earnings have declined by 72% per year over the past 5 years. Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥2.06b market cap, or US$14.5m).New Risk • Jul 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 96% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 72% per year over the past 5 years. Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥3.16b market cap, or US$19.7m).Reported Earnings • May 17Full year 2024 earnings released: JP¥24.45 loss per share (vs JP¥147 loss in FY 2023)Full year 2024 results: JP¥24.45 loss per share (improved from JP¥147 loss in FY 2023). Revenue: JP¥3.67b (down 23% from FY 2023). Net loss: JP¥146.0m (loss narrowed 83% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • May 15Socialwire Co., Ltd., Annual General Meeting, Jun 27, 2024Socialwire Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Apr 26Socialwire Co., Ltd. announced that it expects to receive ¥1.3250622 billion in funding from Geniee, Inc.Socialwire Co., Ltd. announced a private placement of 5,736,200 common shares at a price of ¥231 per share for the aggregate gross proceeds of ¥1,325,062,200 on April 25, 2024. The shares will be issued through third-party allotment. The transaction will include participation from new investor, Geniee, Inc. The transaction is expected to close on July 1, 2024. The transaction has been approved by the board of directors of the company.New Risk • Apr 03New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.51b (US$9.92m) This is considered a major 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: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 80% per year over the past 5 years. Market cap is less than US$10m (JP¥1.51b market cap, or US$9.92m).お知らせ • Mar 17+ 3 more updatesSocialwire Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Socialwire Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024分析記事 • Mar 06Revenues Not Telling The Story For Socialwire Co., Ltd. (TSE:3929) After Shares Rise 33%Socialwire Co., Ltd. ( TSE:3929 ) shareholders have had their patience rewarded with a 33% share price jump in the last...Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥17.58 (vs JP¥3.52 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.58 (up from JP¥3.52 loss in 3Q 2023). Revenue: JP¥762.0m (down 38% from 3Q 2023). Net income: JP¥105.0m (up JP¥126.0m from 3Q 2023). Profit margin: 14% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.New Risk • Feb 01New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.46b (US$9.96m) This is considered a major 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: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 81% per year over the past 5 years. Market cap is less than US$10m (JP¥1.46b market cap, or US$9.96m). Minor Risk Negative equity (-JP¥7.0m).Board Change • Jan 31Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Seiichi Ohno was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Second quarter 2024 earnings released: JP¥29.13 loss per share (vs JP¥10.21 loss in 2Q 2023)Second quarter 2024 results: JP¥29.13 loss per share (further deteriorated from JP¥10.21 loss in 2Q 2023). Revenue: JP¥1.02b (down 13% from 2Q 2023). Net loss: JP¥174.0m (loss widened 185% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.New Risk • Nov 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.43b (US$9.45m) This is considered a major 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: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 80% per year over the past 5 years. Market cap is less than US$10m (JP¥1.43b market cap, or US$9.45m).Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥8.87 loss per share (vs JP¥14.73 loss in 1Q 2023)First quarter 2024 results: JP¥8.87 loss per share (improved from JP¥14.73 loss in 1Q 2023). Revenue: JP¥1.14b (flat on 1Q 2023). Net loss: JP¥53.0m (loss narrowed 40% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Seiichi Ohno was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 29New 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 6.9% 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 Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings have declined by 76% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥1.76b market cap, or US$12.2m).お知らせ • Jun 09+ 2 more updatesSocialwire Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Socialwire Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023お知らせ • May 25Socialwire Co., Ltd., Annual General Meeting, Jun 29, 2023Socialwire Co., Ltd., Annual General Meeting, Jun 29, 2023.Reported Earnings • May 24Full year 2023 earnings released: JP¥147 loss per share (vs JP¥4.68 profit in FY 2022)Full year 2023 results: JP¥147 loss per share (down from JP¥4.68 profit in FY 2022). Revenue: JP¥4.77b (up 3.0% from FY 2022). Net loss: JP¥876.0m (down JP¥904.0m from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥3.52 loss per share (vs JP¥12.22 profit in 3Q 2022)Third quarter 2023 results: JP¥3.52 loss per share (down from JP¥12.22 profit in 3Q 2022). Revenue: JP¥1.23b (up 4.8% from 3Q 2022). Net loss: JP¥21.0m (down 129% from profit in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.お知らせ • Nov 27Socialwire Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Socialwire Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥10.21 loss per share (vs JP¥3.68 profit in 2Q 2022)Second quarter 2023 results: JP¥10.21 loss per share (down from JP¥3.68 profit in 2Q 2022). Revenue: JP¥1.17b (flat on 2Q 2022). Net loss: JP¥61.0m (down 377% from profit in 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.お知らせ • Sep 28Socialwire Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Socialwire Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Buying Opportunity • Sep 01Now 24% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be JP¥444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 10% in a year. Earnings is forecast to decline by 80% in the next year.Reported Earnings • Aug 07First quarter 2023 earnings released: JP¥14.73 loss per share (vs JP¥0.67 profit in 1Q 2022)First quarter 2023 results: JP¥14.73 loss per share (down from JP¥0.67 profit in 1Q 2022). Revenue: JP¥1.13b (down 3.3% from 1Q 2022). Net loss: JP¥88.0m (down JP¥92.0m from profit in 1Q 2022). Over the next year, revenue is forecast to grow 10%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥375, the stock trades at a trailing P/E ratio of 80x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 58% over the past three years.お知らせ • Jun 30Socialwire Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Socialwire Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • Jun 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥4.79 (up from JP¥23.71 loss in FY 2021). Revenue: JP¥4.63b (up 1.4% from FY 2021). Net income: JP¥28.7m (up JP¥171.7m from FY 2021). Profit margin: 0.6% (up from net loss in FY 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 74%. Over the next year, revenue is forecast to grow 6.9%, compared to a 6.4% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥337, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 55% over the past three years.Reported Earnings • May 13Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥4.68 (up from JP¥23.71 loss in FY 2021). Revenue: JP¥4.63b (up 1.4% from FY 2021). Net income: JP¥28.0m (up JP¥171.0m from FY 2021). Profit margin: 0.6% (up from net loss in FY 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 74%. Over the next year, revenue is forecast to grow 10%, compared to a 4.4% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • May 13Socialwire Co., Ltd., Annual General Meeting, Jun 18, 2022Socialwire Co., Ltd., Annual General Meeting, Jun 18, 2022.お知らせ • May 12Socialwire Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 2023Socialwire Co., Ltd. provided Consolidated Earnings guidance for the Fiscal Year Ending March 2023. Net sales to be JPY 5,000 million, Operating income to be JPY 5,000 million, loss attributable to owners of the parent to be JPY 180 million, Net income per share to be JPY 29.46.お知らせ • Apr 08Socialwire Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Socialwire Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Reported Earnings • Feb 07Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥12.22 (up from JP¥1.99 loss in 3Q 2021). Revenue: JP¥1.18b (down 2.8% from 3Q 2021). Net income: JP¥73.0m (up JP¥85.0m from 3Q 2021). Profit margin: 6.2% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 20% while the industry in Japan is not expected to grow. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jan 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. The company became loss making over the last 3 years.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥3.68 (vs JP¥10.12 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.18b (up 4.2% from 2Q 2021). Net income: JP¥22.0m (up JP¥83.0m from 2Q 2021). Profit margin: 1.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 13 November 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.7%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥0.67 (vs JP¥8.79 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥1.17b (up 6.6% from 1Q 2021). Net income: JP¥4.00m (down 93% from 1Q 2021). Profit margin: 0.3% (down from 4.8% in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 26Full year 2021 earnings released: JP¥23.71 loss per share (vs JP¥12.10 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: JP¥4.57b (up 16% from FY 2020). Net loss: JP¥143.0m (down 299% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Reported Earnings • May 13Full year 2021 earnings released: JP¥23.71 loss per share (vs JP¥12.10 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: JP¥4.57b (up 16% from FY 2020). Net loss: JP¥143.0m (down 299% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.お知らせ • May 11Socialwire Co., Ltd. (TSE:3929) announces an Equity Buyback for 91,000 shares, representing 1.51% for ¥64.8 million.Socialwire Co., Ltd. (TSE:3929) announces a share repurchase program. Under the program, the company will repurchase up to 91,000 shares, representing 1.51% of its issued share capital (excluding treasury stock), at ¥712.09 per share, for ¥64.8 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and improve capital efficiency. The program will run until August 31, 2021. As of March 31, 2021, the company had 6,031,494 shares in issue (excluding treasury stock) and 77,106 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.5%).お知らせ • Mar 04Socialwire Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Socialwire Co., Ltd. announced that they will report fiscal year 2021 results on May 10, 2021Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥1.99 loss per share (vs JP¥2.53 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥1.21b (up 18% from 3Q 2020). Net loss: JP¥12.0m (loss narrowed 20% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 44%. Over the next year, revenue is forecast to grow 8.8%, compared to a 4.1% growth forecast for the Media industry in Japan.Is New 90 Day High Low • Dec 22New 90-day low: JP¥765The company is down 35% from its price of JP¥1,174 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 2.0% over the same period.お知らせ • Sep 03Socialwire Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020Socialwire Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020株主還元3929JP MediaJP 市場7D-0.3%0.3%-0.5%1Y44.4%4.0%41.3%株主還元を見る業界別リターン: 3929過去 1 年間で4 % の収益を上げたJP Media業界を上回りました。リターン対市場: 3929過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。価格変動Is 3929's price volatile compared to industry and market?3929 volatility3929 Average Weekly Movement4.4%Media Industry Average Movement5.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 3929 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3929の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2006166Mineyuki Yatawww.socialwire.netソーシャルワイヤー株式会社は、日本、シンガポール、アジアにおいてデジタルPR事業を展開しています。Press」ブランドで記事やインタビューなどのプレスリリース配信サービス、「Find Model」ブランドでインフルエンサーマーケティングサービス、「iHack」ブランドでインフルエンサーPR・タレントマネジメントサービスを提供。また、「@Clipping」ブランドでオウンドメディア、ウェブメディア、ソーシャルメディア向けの出版物調査、「Clip Master」ブランドでソーシャルリスニングサービス、「RISK EYES」ブランドで反社会的リスクチェックサービスを提供している。同社は2006年に設立され、港区に本社を置いている。もっと見るSocialwire Co., Ltd. 基礎のまとめSocialwire の収益と売上を時価総額と比較するとどうか。3929 基礎統計学時価総額JP¥4.07b収益(TTM)JP¥221.00m売上高(TTM)JP¥3.51b18.4xPER(株価収益率1.2xP/Sレシオ3929 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3929 損益計算書(TTM)収益JP¥3.51b売上原価JP¥1.42b売上総利益JP¥2.09bその他の費用JP¥1.87b収益JP¥221.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)18.87グロス・マージン59.55%純利益率6.29%有利子負債/自己資本比率46.3%3929 の長期的なパフォーマンスは?過去の実績と比較を見る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2026/05/22 16:37終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Socialwire Co., Ltd. 0 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。1 アナリスト機関Nobuo KurahashiIchiyoshi Research Institute Inc.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥18.88 (vs JP¥16.54 in FY 2025)Full year 2026 results: EPS: JP¥18.88 (up from JP¥16.54 in FY 2025). Revenue: JP¥3.51b (up 21% from FY 2025). Net income: JP¥221.0m (up 30% from FY 2025). Profit margin: 6.3% (up from 5.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥4.70 (vs JP¥5.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.70 (down from JP¥5.36 in 3Q 2025). Revenue: JP¥1.00b (up 32% from 3Q 2025). Net income: JP¥55.0m (down 15% from 3Q 2025). Profit margin: 5.5% (down from 8.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Dec 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥3.14b market cap, or US$20.1m).
お知らせ • Sep 17founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million.founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million on September 16, 2025. A cash consideration of ¥15 million will be paid by the buyer. As part of consideration, ¥15 million is paid towards common equity of MK1 Technology Vietnam Company Limited. For the period ending December 31, 2024, MK1 Technology Vietnam Company Limited reported total revenue of ¥7.65 billion, EBIT of ¥784 million and net income of ¥781 million. As of December 31, 2024, MK1 Technology Vietnam Company Limited reported total assets of ¥2.23 billion and total common equity of ¥1.33 billion. The expected completion of the transaction is September 30, 2025.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥291, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 9.3% over the past three years.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥18.88 (vs JP¥16.54 in FY 2025)Full year 2026 results: EPS: JP¥18.88 (up from JP¥16.54 in FY 2025). Revenue: JP¥3.51b (up 21% from FY 2025). Net income: JP¥221.0m (up 30% from FY 2025). Profit margin: 6.3% (up from 5.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2026.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥4.70 (vs JP¥5.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.70 (down from JP¥5.36 in 3Q 2025). Revenue: JP¥1.00b (up 32% from 3Q 2025). Net income: JP¥55.0m (down 15% from 3Q 2025). Profit margin: 5.5% (down from 8.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Dec 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥3.14b market cap, or US$20.1m).
お知らせ • Sep 17founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million.founder of MK1 agreed to acquire 65% stake in MK1 Technology Vietnam Company Limited from Socialwire Co., Ltd. (TSE:3929) for ¥15 million on September 16, 2025. A cash consideration of ¥15 million will be paid by the buyer. As part of consideration, ¥15 million is paid towards common equity of MK1 Technology Vietnam Company Limited. For the period ending December 31, 2024, MK1 Technology Vietnam Company Limited reported total revenue of ¥7.65 billion, EBIT of ¥784 million and net income of ¥781 million. As of December 31, 2024, MK1 Technology Vietnam Company Limited reported total assets of ¥2.23 billion and total common equity of ¥1.33 billion. The expected completion of the transaction is September 30, 2025.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥291, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 9.3% over the past three years.
Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: JP¥1.71 (vs JP¥0.84 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥1.71 (up from JP¥0.84 loss in 1Q 2025). Revenue: JP¥700.0m (down 2.2% from 1Q 2025). Net income: JP¥20.0m (up JP¥25.0m from 1Q 2025). Profit margin: 2.9% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Jul 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Outside Director Seiichi Ohno was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • May 31+ 2 more updatesSocialwire Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025Socialwire Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025
分析記事 • May 26There Are Some Holes In Socialwire's (TSE:3929) Solid Earnings ReleaseSolid profit numbers didn't seem to be enough to please Socialwire Co., Ltd.'s ( TSE:3929 ) shareholders. Our analysis...
New Risk • May 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 112% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). High level of non-cash earnings (112% accrual ratio). Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥2.83b market cap, or US$19.4m).
お知らせ • May 13Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2025Socialwire Co., Ltd., Annual General Meeting, Jun 24, 2025.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥224, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 52% over the past three years.
分析記事 • Apr 10Socialwire Co., Ltd.'s (TSE:3929) Shareholders Might Be Looking For ExitWith a median price-to-sales (or "P/S") ratio of close to 0.7x in the Media industry in Japan, you could be forgiven...
New Risk • Apr 07New 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 6.5% 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 Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.12b market cap, or US$14.5m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥181, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 61% over the past three years.
お知らせ • Mar 03Socialwire Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Socialwire Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 17Third quarter 2025 earnings released: EPS: JP¥5.36 (vs JP¥17.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥5.36 (down from JP¥17.58 in 3Q 2024). Revenue: JP¥760.0m (flat on 3Q 2024). Net income: JP¥65.0m (down 38% from 3Q 2024). Profit margin: 8.6% (down from 14% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
分析記事 • Nov 25Socialwire (TSE:3929) Is Posting Solid Earnings, But It Is Not All Good NewsSocialwire Co., Ltd. ( TSE:3929 ) posted some decent earnings, but shareholders didn't react strongly. Our analysis has...
New Risk • Nov 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 178% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (178% accrual ratio). Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥2.56b market cap, or US$16.6m).
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥7.67 (vs JP¥29.13 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.67 (up from JP¥29.13 loss in 2Q 2024). Revenue: JP¥751.0m (down 27% from 2Q 2024). Net income: JP¥90.0m (up JP¥264.0m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.
お知らせ • Oct 03JAPAN AI, Inc. agreed to acquire Transmart Inc. from Socialwire Co., Ltd. (TSE:3929) for ¥32.5 million.JAPAN AI, Inc. agreed to acquire Transmart Inc. from Socialwire Co., Ltd. (TSE:3929) for ¥32.5 million on October 1, 2024. A cash consideration of ¥32.5 million will be paid by JAPAN AI, Inc. As part of consideration, ¥32.5 million is paid towards common equity of Transmart Inc. As of March 31, 2024, Transmart Inc reported sales of ¥230 million, operating profit of ¥7.7 million, net income of ¥6.2 million, net worth of ¥39.4 million, and total assets of ¥88 million. The expected completion of the transaction is October 1, 2024.
お知らせ • Aug 14Zero-Ten Co., Ltd. agreed to acquire Crosscoop Singapore Pte Ltd. from Socialwire Co., Ltd. (TSE:3929).Zero-Ten Co., Ltd. agreed to acquire Crosscoop Singapore Pte Ltd. from Socialwire Co., Ltd. (TSE:3929) on August 13, 2024. The expected completion of the transaction is September 2, 2024.
New Risk • Aug 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 8.3% 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 (8.3% average weekly change). Earnings have declined by 72% per year over the past 5 years. Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥2.06b market cap, or US$14.5m).
New Risk • Jul 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 96% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 72% per year over the past 5 years. Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥3.16b market cap, or US$19.7m).
Reported Earnings • May 17Full year 2024 earnings released: JP¥24.45 loss per share (vs JP¥147 loss in FY 2023)Full year 2024 results: JP¥24.45 loss per share (improved from JP¥147 loss in FY 2023). Revenue: JP¥3.67b (down 23% from FY 2023). Net loss: JP¥146.0m (loss narrowed 83% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Socialwire Co., Ltd., Annual General Meeting, Jun 27, 2024Socialwire Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Apr 26Socialwire Co., Ltd. announced that it expects to receive ¥1.3250622 billion in funding from Geniee, Inc.Socialwire Co., Ltd. announced a private placement of 5,736,200 common shares at a price of ¥231 per share for the aggregate gross proceeds of ¥1,325,062,200 on April 25, 2024. The shares will be issued through third-party allotment. The transaction will include participation from new investor, Geniee, Inc. The transaction is expected to close on July 1, 2024. The transaction has been approved by the board of directors of the company.
New Risk • Apr 03New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.51b (US$9.92m) This is considered a major 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: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 80% per year over the past 5 years. Market cap is less than US$10m (JP¥1.51b market cap, or US$9.92m).
お知らせ • Mar 17+ 3 more updatesSocialwire Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Socialwire Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
分析記事 • Mar 06Revenues Not Telling The Story For Socialwire Co., Ltd. (TSE:3929) After Shares Rise 33%Socialwire Co., Ltd. ( TSE:3929 ) shareholders have had their patience rewarded with a 33% share price jump in the last...
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥17.58 (vs JP¥3.52 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.58 (up from JP¥3.52 loss in 3Q 2023). Revenue: JP¥762.0m (down 38% from 3Q 2023). Net income: JP¥105.0m (up JP¥126.0m from 3Q 2023). Profit margin: 14% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
New Risk • Feb 01New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.46b (US$9.96m) This is considered a major 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: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 81% per year over the past 5 years. Market cap is less than US$10m (JP¥1.46b market cap, or US$9.96m). Minor Risk Negative equity (-JP¥7.0m).
Board Change • Jan 31Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Seiichi Ohno was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Second quarter 2024 earnings released: JP¥29.13 loss per share (vs JP¥10.21 loss in 2Q 2023)Second quarter 2024 results: JP¥29.13 loss per share (further deteriorated from JP¥10.21 loss in 2Q 2023). Revenue: JP¥1.02b (down 13% from 2Q 2023). Net loss: JP¥174.0m (loss widened 185% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
New Risk • Nov 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.43b (US$9.45m) This is considered a major 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: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 80% per year over the past 5 years. Market cap is less than US$10m (JP¥1.43b market cap, or US$9.45m).
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥8.87 loss per share (vs JP¥14.73 loss in 1Q 2023)First quarter 2024 results: JP¥8.87 loss per share (improved from JP¥14.73 loss in 1Q 2023). Revenue: JP¥1.14b (flat on 1Q 2023). Net loss: JP¥53.0m (loss narrowed 40% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Seiichi Ohno was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 29New 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 6.9% 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 Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings have declined by 76% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥1.76b market cap, or US$12.2m).
お知らせ • Jun 09+ 2 more updatesSocialwire Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Socialwire Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
お知らせ • May 25Socialwire Co., Ltd., Annual General Meeting, Jun 29, 2023Socialwire Co., Ltd., Annual General Meeting, Jun 29, 2023.
Reported Earnings • May 24Full year 2023 earnings released: JP¥147 loss per share (vs JP¥4.68 profit in FY 2022)Full year 2023 results: JP¥147 loss per share (down from JP¥4.68 profit in FY 2022). Revenue: JP¥4.77b (up 3.0% from FY 2022). Net loss: JP¥876.0m (down JP¥904.0m from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥3.52 loss per share (vs JP¥12.22 profit in 3Q 2022)Third quarter 2023 results: JP¥3.52 loss per share (down from JP¥12.22 profit in 3Q 2022). Revenue: JP¥1.23b (up 4.8% from 3Q 2022). Net loss: JP¥21.0m (down 129% from profit in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 27Socialwire Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Socialwire Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥10.21 loss per share (vs JP¥3.68 profit in 2Q 2022)Second quarter 2023 results: JP¥10.21 loss per share (down from JP¥3.68 profit in 2Q 2022). Revenue: JP¥1.17b (flat on 2Q 2022). Net loss: JP¥61.0m (down 377% from profit in 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 28Socialwire Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Socialwire Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Buying Opportunity • Sep 01Now 24% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be JP¥444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 10% in a year. Earnings is forecast to decline by 80% in the next year.
Reported Earnings • Aug 07First quarter 2023 earnings released: JP¥14.73 loss per share (vs JP¥0.67 profit in 1Q 2022)First quarter 2023 results: JP¥14.73 loss per share (down from JP¥0.67 profit in 1Q 2022). Revenue: JP¥1.13b (down 3.3% from 1Q 2022). Net loss: JP¥88.0m (down JP¥92.0m from profit in 1Q 2022). Over the next year, revenue is forecast to grow 10%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥375, the stock trades at a trailing P/E ratio of 80x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 58% over the past three years.
お知らせ • Jun 30Socialwire Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Socialwire Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • Jun 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥4.79 (up from JP¥23.71 loss in FY 2021). Revenue: JP¥4.63b (up 1.4% from FY 2021). Net income: JP¥28.7m (up JP¥171.7m from FY 2021). Profit margin: 0.6% (up from net loss in FY 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 74%. Over the next year, revenue is forecast to grow 6.9%, compared to a 6.4% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to JP¥337, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 55% over the past three years.
Reported Earnings • May 13Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥4.68 (up from JP¥23.71 loss in FY 2021). Revenue: JP¥4.63b (up 1.4% from FY 2021). Net income: JP¥28.0m (up JP¥171.0m from FY 2021). Profit margin: 0.6% (up from net loss in FY 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 74%. Over the next year, revenue is forecast to grow 10%, compared to a 4.4% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • May 13Socialwire Co., Ltd., Annual General Meeting, Jun 18, 2022Socialwire Co., Ltd., Annual General Meeting, Jun 18, 2022.
お知らせ • May 12Socialwire Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 2023Socialwire Co., Ltd. provided Consolidated Earnings guidance for the Fiscal Year Ending March 2023. Net sales to be JPY 5,000 million, Operating income to be JPY 5,000 million, loss attributable to owners of the parent to be JPY 180 million, Net income per share to be JPY 29.46.
お知らせ • Apr 08Socialwire Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Socialwire Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥12.22 (up from JP¥1.99 loss in 3Q 2021). Revenue: JP¥1.18b (down 2.8% from 3Q 2021). Net income: JP¥73.0m (up JP¥85.0m from 3Q 2021). Profit margin: 6.2% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 20% while the industry in Japan is not expected to grow. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jan 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be JP¥587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. The company became loss making over the last 3 years.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥3.68 (vs JP¥10.12 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.18b (up 4.2% from 2Q 2021). Net income: JP¥22.0m (up JP¥83.0m from 2Q 2021). Profit margin: 1.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 13 November 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.7%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥0.67 (vs JP¥8.79 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥1.17b (up 6.6% from 1Q 2021). Net income: JP¥4.00m (down 93% from 1Q 2021). Profit margin: 0.3% (down from 4.8% in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 26Full year 2021 earnings released: JP¥23.71 loss per share (vs JP¥12.10 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: JP¥4.57b (up 16% from FY 2020). Net loss: JP¥143.0m (down 299% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 13Full year 2021 earnings released: JP¥23.71 loss per share (vs JP¥12.10 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: JP¥4.57b (up 16% from FY 2020). Net loss: JP¥143.0m (down 299% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
お知らせ • May 11Socialwire Co., Ltd. (TSE:3929) announces an Equity Buyback for 91,000 shares, representing 1.51% for ¥64.8 million.Socialwire Co., Ltd. (TSE:3929) announces a share repurchase program. Under the program, the company will repurchase up to 91,000 shares, representing 1.51% of its issued share capital (excluding treasury stock), at ¥712.09 per share, for ¥64.8 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and improve capital efficiency. The program will run until August 31, 2021. As of March 31, 2021, the company had 6,031,494 shares in issue (excluding treasury stock) and 77,106 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.5%).
お知らせ • Mar 04Socialwire Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Socialwire Co., Ltd. announced that they will report fiscal year 2021 results on May 10, 2021
Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥1.99 loss per share (vs JP¥2.53 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥1.21b (up 18% from 3Q 2020). Net loss: JP¥12.0m (loss narrowed 20% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 44%. Over the next year, revenue is forecast to grow 8.8%, compared to a 4.1% growth forecast for the Media industry in Japan.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥765The company is down 35% from its price of JP¥1,174 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 2.0% over the same period.
お知らせ • Sep 03Socialwire Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020Socialwire Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020