View Future GrowthLink-U Group 過去の業績過去 基準チェック /16Link-U Groupは、平均年間4.4%の収益成長を遂げていますが、 Interactive Media and Services業界の収益は、年間 成長しています。収益は、平均年間19.8% 19.5%収益成長率で 成長しています。 Link-U Groupの自己資本利益率は2.4%であり、純利益率は1.2%です。主要情報4.43%収益成長率4.28%EPS成長率Interactive Media and Services 業界の成長12.02%収益成長率19.47%株主資本利益率2.41%ネット・マージン1.25%次回の業績アップデート12 Jun 2026最近の業績更新Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥3.01 (vs JP¥4.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.01 (down from JP¥4.97 in 2Q 2025). Revenue: JP¥1.20b (down 11% from 2Q 2025). Net income: JP¥42.6m (down 40% from 2Q 2025). Profit margin: 3.6% (down from 5.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Dec 27+ 1 more updateLink-U Group Inc. to Report Q2, 2026 Results on Mar 16, 2026Link-U Group Inc. announced that they will report Q2, 2026 results on Mar 16, 2026Reported Earnings • Dec 13First quarter 2026 earnings released: JP¥2.73 loss per share (vs JP¥1.73 profit in 1Q 2025)First quarter 2026 results: JP¥2.73 loss per share (down from JP¥1.73 profit in 1Q 2025). Revenue: JP¥1.09b (down 15% from 1Q 2025). Net loss: JP¥38.6m (down 258% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • Oct 29Link-U Group Inc. to Report Q1, 2026 Results on Dec 12, 2025Link-U Group Inc. announced that they will report Q1, 2026 results on Dec 12, 2025Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥10.87 (vs JP¥16.16 in FY 2024)Full year 2025 results: EPS: JP¥10.87 (down from JP¥16.16 in FY 2024). Revenue: JP¥4.84b (up 32% from FY 2024). Net income: JP¥154.0m (down 33% from FY 2024). Profit margin: 3.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jul 31Link-U Group Inc. to Report Fiscal Year 2025 Results on Sep 12, 2025Link-U Group Inc. announced that they will report fiscal year 2025 results on Sep 12, 2025すべての更新を表示Recent updatesBoard Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hideki Tsukada was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥3.01 (vs JP¥4.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.01 (down from JP¥4.97 in 2Q 2025). Revenue: JP¥1.20b (down 11% from 2Q 2025). Net income: JP¥42.6m (down 40% from 2Q 2025). Profit margin: 3.6% (down from 5.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Dec 31What You Can Learn From Link-U Group Inc.'s (TSE:4446) P/S After Its 37% Share Price CrashLink-U Group Inc. ( TSE:4446 ) shares have retraced a considerable 37% in the last month, reversing a fair amount of...お知らせ • Dec 27+ 1 more updateLink-U Group Inc. to Report Q2, 2026 Results on Mar 16, 2026Link-U Group Inc. announced that they will report Q2, 2026 results on Mar 16, 2026分析記事 • Dec 23Be Wary Of Link-U Group (TSE:4446) And Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Dec 13First quarter 2026 earnings released: JP¥2.73 loss per share (vs JP¥1.73 profit in 1Q 2025)First quarter 2026 results: JP¥2.73 loss per share (down from JP¥1.73 profit in 1Q 2025). Revenue: JP¥1.09b (down 15% from 1Q 2025). Net loss: JP¥38.6m (down 258% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.分析記事 • Nov 13Link-U Group Inc.'s (TSE:4446) Stock Retreats 37% But Revenues Haven't Escaped The Attention Of InvestorsThe Link-U Group Inc. ( TSE:4446 ) share price has softened a substantial 37% over the previous 30 days, handing back...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥783, the stock trades at a trailing P/E ratio of 75.5x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 9.3% over the past three years.お知らせ • Oct 29Link-U Group Inc. to Report Q1, 2026 Results on Dec 12, 2025Link-U Group Inc. announced that they will report Q1, 2026 results on Dec 12, 2025分析記事 • Sep 29Why Investors Shouldn't Be Surprised By Link-U Group Inc.'s (TSE:4446) 40% Share Price SurgeDespite an already strong run, Link-U Group Inc. ( TSE:4446 ) shares have been powering on, with a gain of 40% in the...Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 32% over the past three years.Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥10.87 (vs JP¥16.16 in FY 2024)Full year 2025 results: EPS: JP¥10.87 (down from JP¥16.16 in FY 2024). Revenue: JP¥4.84b (up 32% from FY 2024). Net income: JP¥154.0m (down 33% from FY 2024). Profit margin: 3.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Sep 12Link-U Group Inc., Annual General Meeting, Oct 29, 2025Link-U Group Inc., Annual General Meeting, Oct 29, 2025.New Risk • Aug 25New 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 5.2% 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: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥5.78b market cap, or US$39.2m).Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥405, the stock trades at a trailing P/E ratio of 58.4x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 46% over the past three years.分析記事 • Aug 22Link-U Group (TSE:4446) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...お知らせ • Jul 31Link-U Group Inc. to Report Fiscal Year 2025 Results on Sep 12, 2025Link-U Group Inc. announced that they will report fiscal year 2025 results on Sep 12, 2025New Risk • Jul 11New 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 5.3% 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: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥4.79b market cap, or US$32.6m).お知らせ • Jun 20Link-U Group Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2025Link-U Group Inc. revised consolidated earnings guidance for the fiscal year ending July 31, 2025. For the period, the company expects net sales of JPY 4,820 million against JPY 5,272 million as previously forecasted, operating profit of JPY 366 against JPY 717 million as previously forecasted, profit attributable to owners of parent of JPY 91 million against JPY 352 million as previously forecasted and basic earnings per share of JPY 6.45 against JPY 24.89 as previously forecasted. The revision of the consolidated financial results forecasts for the fiscal year ending July 31, 2025 is primarily attributable to underperformance in a highly profitable existing business and the postponement of a new business launch. In the fan co-creation marketing business operated by Romanz Inc., orders from major client have been temporarily suspended since January 2025, which has impacted the initial revenue projections. In addition, the domestic manga service business is facing intensified competition not only among manga platforms but also from other entertainment services. As a result, the effectiveness of marketing initiatives fell short of expectations, slowing the pace of user acquisition. Furthermore, the launch of a new platform targeted at the North American market, which had been planned for this fiscal year, has been postponed, resulting in a slowdown in the pace of development. This situation has led to adopt a more cautious approach toward accepting new development projects.Reported Earnings • Jun 16Third quarter 2025 earnings released: JP¥2.37 loss per share (vs JP¥0.85 profit in 3Q 2024)Third quarter 2025 results: JP¥2.37 loss per share (down from JP¥0.85 profit in 3Q 2024). Revenue: JP¥1.06b (up 34% from 3Q 2024). Net loss: JP¥33.5m (down 379% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥390, the stock trades at a trailing P/E ratio of 38.1x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 39% over the past three years.分析記事 • Apr 17Link-U Group (TSE:4446) Has Some Way To Go To Become A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...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¥308, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 58% over the past three years.お知らせ • Mar 29Link-U Group Inc. to Report Q3, 2025 Results on Jun 13, 2025Link-U Group Inc. announced that they will report Q3, 2025 results on Jun 13, 2025Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥4.97 (vs JP¥7.62 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.97 (down from JP¥7.62 in 2Q 2024). Revenue: JP¥1.34b (up 74% from 2Q 2024). Net income: JP¥70.5m (down 35% from 2Q 2024). Profit margin: 5.2% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Jan 28Link-U Group Inc. to Report Q2, 2025 Results on Mar 17, 2025Link-U Group Inc. announced that they will report Q2, 2025 results on Mar 17, 2025Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥396, the stock trades at a trailing P/E ratio of 32.6x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 65% over the past three years.New Risk • Dec 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 5.8% 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: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (4.5% net profit margin). Market cap is less than US$100m (JP¥5.98b market cap, or US$38.9m).Reported Earnings • Dec 15First quarter 2025 earnings released: EPS: JP¥1.69 (vs JP¥5.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.69 (down from JP¥5.01 in 1Q 2024). Revenue: JP¥1.28b (up 47% from 1Q 2024). Net income: JP¥24.0m (down 66% from 1Q 2024). Profit margin: 1.9% (down from 8.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Oct 29Link-U Group Inc. to Report Q1, 2025 Results on Dec 13, 2024Link-U Group Inc. announced that they will report Q1, 2025 results on Dec 13, 2024Reported Earnings • Sep 17Full year 2024 earnings released: EPS: JP¥16.16 (vs JP¥14.42 in FY 2023)Full year 2024 results: EPS: JP¥16.16 (up from JP¥14.42 in FY 2023). Revenue: JP¥3.66b (up 17% from FY 2023). Net income: JP¥229.0m (up 12% from FY 2023). Profit margin: 6.3% (down from 6.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Sep 13Link-U Group Inc., Annual General Meeting, Oct 30, 2024Link-U Group Inc., Annual General Meeting, Oct 30, 2024.分析記事 • Aug 08The Price Is Right For Link-U Group Inc. (TSE:4446)With a price-to-earnings (or "P/E") ratio of 25.3x Link-U Group Inc. ( TSE:4446 ) may be sending very bearish signals...New Risk • Aug 05New 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: 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¥6.25b market cap, or US$43.9m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥441, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 70% over the past three years.Buy Or Sell Opportunity • Aug 05Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to JP¥441. The fair value is estimated to be JP¥592, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 38%.お知らせ • Jul 27Link-U Group Inc. to Report Fiscal Year 2024 Results on Sep 13, 2024Link-U Group Inc. announced that they will report fiscal year 2024 results on Sep 13, 2024Reported Earnings • Jun 16Third quarter 2024 earnings released: EPS: JP¥0.85 (vs JP¥2.69 in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.85 (down from JP¥2.69 in 3Q 2023). Revenue: JP¥792.0m (up 3.9% from 3Q 2023). Net income: JP¥12.0m (down 68% from 3Q 2023). Profit margin: 1.5% (down from 5.0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • May 25Link-U Group Inc. (TSE:4446) agreed to acquire additional 17% stake in Viewn Corp. from Zenpukuji Co., Ltd.Link-U Group Inc. (TSE:4446) agreed to acquire additional 17% stake in Viewn Corp. from Zenpukuji Co., Ltd. on May 23, 2024. Transaction is expected to complete on May 31, 2024.お知らせ • Apr 29Link-U Group Inc. to Report Q3, 2024 Results on Jun 14, 2024Link-U Group Inc. announced that they will report Q3, 2024 results on Jun 14, 2024分析記事 • Mar 22We Think Link-U Group's (TSE:4446) Robust Earnings Are ConservativeLink-U Group Inc.'s ( TSE:4446 ) earnings announcement last week was disappointing for investors, despite the decent...Reported Earnings • Mar 17Second quarter 2024 earnings released: EPS: JP¥7.62 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥7.62 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥772.0m (up 1.6% from 2Q 2023). Net income: JP¥108.0m (up 52% from 2Q 2023). Profit margin: 14% (up from 9.3% in 2Q 2023). The increase in margin was primarily driven by lower expenses.お知らせ • Feb 02Link-U Inc. to Report Q2, 2024 Results on Mar 15, 2024Link-U Inc. announced that they will report Q2, 2024 results on Mar 15, 2024Reported Earnings • Dec 16First quarter 2024 earnings released: EPS: JP¥5.01 (vs JP¥1.70 in 1Q 2023)First quarter 2024 results: EPS: JP¥5.01 (up from JP¥1.70 in 1Q 2023). Revenue: JP¥872.0m (up 7.5% from 1Q 2023). Net income: JP¥71.0m (up 196% from 1Q 2023). Profit margin: 8.1% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue.お知らせ • Dec 02Link-U Inc. to Report Q1, 2024 Results on Dec 15, 2023Link-U Inc. announced that they will report Q1, 2024 results on Dec 15, 2023New Risk • Nov 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.5b market cap, or US$69.7m).Reported Earnings • Sep 17Full year 2023 earnings released: EPS: JP¥14.42 (vs JP¥2.34 in FY 2022)Full year 2023 results: EPS: JP¥14.42 (up from JP¥2.34 in FY 2022). Revenue: JP¥3.13b (up 38% from FY 2022). Net income: JP¥204.0m (up JP¥171.0m from FY 2022). Profit margin: 6.5% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue.お知らせ • Sep 16+ 1 more updateLink-U Inc. Provides Earning Guidance for the Year Ending July 31, 2024Link-U Inc. provided earning guidance for the year ending July 31, 2024. For the period, the company expects net sales of JPY 3,289 million, operating profit of JPY 342 million, ordinary profit of JPY 333 million, profit attributable to owners of parent of JPY 186 million and earnings per share of JPY 13.16.お知らせ • Aug 10Link-U Inc. to Report Fiscal Year 2023 Results on Sep 14, 2023Link-U Inc. announced that they will report fiscal year 2023 results on Sep 14, 2023New Risk • Jul 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.9b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.9b market cap, or US$99.4m).お知らせ • Jun 16Link-U Inc. Provides Earning Guidance for the Year Ending July 31, 2023Link-U Inc. provided earning guidance for the year ending July 31, 2023. For the period, the company expects net sales of JPY 3,006 million, operating profit of JPY 406 million, ordinary profit of JPY 358 million, profit attributable to owners of parent of JPY 145 million and earnings per share of JPY 10.30.Reported Earnings • Jun 16Third quarter 2023 earnings released: EPS: JP¥2.69 (vs JP¥0.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.69 (up from JP¥0.92 in 3Q 2022). Revenue: JP¥762.0m (up 22% from 3Q 2022). Net income: JP¥38.0m (up 192% from 3Q 2022). Profit margin: 5.0% (up from 2.1% in 3Q 2022).お知らせ • Jun 08Link-U Inc. (TSE:4446) agreed to acquire 49% stake in Viewn Corp. from SoftBank Group Corp. (TSE:9984) and Zenpukuji Co., Ltd.Link-U Inc. (TSE:4446) agreed to acquire 49% stake in Viewn Corp. from SoftBank Group Corp. (TSE:9984) and Zenpukuji Co., Ltd. on June 6, 2023. As on March 31, 2023, Viewn Corp. generated net worth of ¥317 million, total assets of ¥560 million, sales of ¥1 billion and net income of ¥55 million. As per the transaction, Link-U Inc. will acquire 8,624 shares of Viewn Corp. The transaction is expected to close in August 2023.お知らせ • May 27Link-U Inc. to Report Q3, 2023 Results on Jun 14, 2023Link-U Inc. announced that they will report Q3, 2023 results on Jun 14, 2023お知らせ • Feb 01Link-U Inc. to Report Q2, 2023 Results on Mar 17, 2023Link-U Inc. announced that they will report Q2, 2023 results on Mar 17, 2023Reported Earnings • Dec 16First quarter 2023 earnings released: EPS: JP¥1.70 (vs JP¥5.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.70 (down from JP¥5.10 in 1Q 2022). Revenue: JP¥811.0m (up 51% from 1Q 2022). Net income: JP¥24.0m (down 67% from 1Q 2022). Profit margin: 3.0% (down from 13% in 1Q 2022).お知らせ • Dec 15Link-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023Link-U Inc. provided consolidated earnings guidance for the year ending July 31, 2023. For the period, the company expects net sales to be JPY 2,890 million, operating profit to be JPY 251 million, profit attributable to owners of parent to be JPY 84 million and earnings per share to be JPY 5.99.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Auditor Shinji Ando was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Full year 2022 earnings released: EPS: JP¥2.34 (vs JP¥11.18 in FY 2021)Full year 2022 results: EPS: JP¥2.34 (down from JP¥11.18 in FY 2021). Revenue: JP¥2.28b (up 39% from FY 2021). Net income: JP¥33.0m (down 79% from FY 2021). Profit margin: 1.5% (down from 9.6% in FY 2021).お知らせ • Oct 28Link-U Inc. to Report Q1, 2023 Results on Dec 14, 2022Link-U Inc. announced that they will report Q1, 2023 results on Dec 14, 2022お知らせ • Sep 16+ 1 more updateLink-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023Link-U Inc. provided consolidated earnings guidance for the year ending July 31, 2023. For the period, the company expects net sales to be JPY 2,890 million, operating profit to be JPY 251 million, profit attributable to owners of parent to be JPY 84 million and earnings per share to be JPY 5.99.Reported Earnings • Sep 15Full year 2022 earnings released: EPS: JP¥2.34 (vs JP¥11.18 in FY 2021)Full year 2022 results: EPS: JP¥2.34 (down from JP¥11.18 in FY 2021). Revenue: JP¥2.28b (up 39% from FY 2021). Net income: JP¥33.0m (down 79% from FY 2021). Profit margin: 1.5% (down from 9.6% in FY 2021).お知らせ • Jul 02Link-U Inc. to Report Fiscal Year 2022 Results on Sep 14, 2022Link-U Inc. announced that they will report fiscal year 2022 results on Sep 14, 2022Reported Earnings • Jun 16Third quarter 2022 earnings released: EPS: JP¥0.92 (vs JP¥1.20 in 3Q 2021)Third quarter 2022 results: EPS: JP¥0.92 (down from JP¥1.20 in 3Q 2021). Revenue: JP¥624.0m (up 36% from 3Q 2021). Net income: JP¥13.0m (down 24% from 3Q 2021). Profit margin: 2.1% (down from 3.7% in 3Q 2021). The decrease in margin was driven by higher expenses.お知らせ • Jun 15Link-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022Link-U Inc. provides consolidated earnings guidance for the year ending July 31, 2022. The company expects net sales to be JPY 2,169 million, Operating profit to be JPY 88 million, loss attributable to owners of parent to be JPY 23 million or JPY 1.63 per basic share.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Auditor Shinji Ando was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Link-U Inc. to Report Q3, 2022 Results on Jun 14, 2022Link-U Inc. announced that they will report Q3, 2022 results on Jun 14, 2022Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥763, the stock trades at a trailing P/E ratio of 78.1x. Average trailing P/E is 27x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 35% over the past year.Reported Earnings • Mar 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: JP¥0.85 loss per share (down from JP¥1.20 profit in 2Q 2021). Revenue: JP¥473.0m (up 3.3% from 2Q 2021). Net loss: JP¥12.0m (down 171% from profit in 2Q 2021). Revenue was in line with analyst estimates.お知らせ • Dec 16Link-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022Link-U Inc. provided consolidated earnings guidance for the year ending July 31, 2022. For the year, the company expects Net sales of JPY 2,165 million, Operating profit of JPY 243 million, Profit attributable to owners of parent of JPY 143 million and earnings per share of JPY 10.16.Is New 90 Day High Low • Mar 15New 90-day low: JP¥1,086The company is down 22% from a price of JP¥1,386 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Lagged the Interactive Media and Services industry, which is up 1.0% over the same period.お知らせ • Jan 21Link-U Inc. to Report Q2, 2021 Results on Mar 12, 2021Link-U Inc. announced that they will report Q2, 2021 results on Mar 12, 2021Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,301, the stock is trading at a trailing P/E ratio of 63.9x, down from the previous P/E ratio of 78.1x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total return to shareholders over the past year is a loss of 27%.Reported Earnings • Dec 16First quarter 2021 earnings released: EPS JP¥5.16The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥368.0m (up 38% from 1Q 2020). Net income: JP¥72.0m (up JP¥61.0m from 1Q 2020). Profit margin: 20% (up from 4.1% in 1Q 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Dec 03New 90-day low: JP¥1,586The company is down 27% from its price of JP¥2,170 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 2.0% over the same period.お知らせ • Aug 03Link-U Inc. to Report Fiscal Year 2020 Results on Sep 15, 2020Link-U Inc. announced that they will report fiscal year 2020 results on Sep 15, 2020収支内訳Link-U Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4446 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Jan 264,496562,120031 Oct 254,644922,120031 Jul 254,8351472,062030 Apr 254,904982,039031 Jan 254,6421451,919031 Oct 244,0681721,791031 Jul 243,6622291,691030 Apr 243,2322621,581031 Jan 243,2022881,465031 Oct 233,1902511,358031 Jul 233,1292041,259030 Apr 232,975931,219031 Jan 232,837681,230031 Oct 222,550-151,238031 Jul 222,275331,212030 Apr 222,091901,190031 Jan 221,9611381,109031 Oct 211,802157986031 Jul 211,6341578390質の高い収益: 4446には¥23.0M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st January, 2026に影響を及ぼしています。利益率の向上: 4446の現在の純利益率 (1.2%)は、昨年(3.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4446の収益は過去 5 年間で年間4.4%増加しました。成長の加速: 4446は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 4446は過去 1 年間で収益成長率がマイナス ( -61.4% ) となったため、 Interactive Media and Services業界平均 ( 11.4% ) と比較することが困難です。株主資本利益率高いROE: 4446の 自己資本利益率 ( 2.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 18:09終値2026/06/10 00:00収益2026/01/31年間収益2025/07/31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Link-U Group Inc. 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。2 アナリスト機関Kaname FujitaIchiyoshi Research Institute Inc.Jyusaku MatsuoThe Stock Research Center
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥3.01 (vs JP¥4.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.01 (down from JP¥4.97 in 2Q 2025). Revenue: JP¥1.20b (down 11% from 2Q 2025). Net income: JP¥42.6m (down 40% from 2Q 2025). Profit margin: 3.6% (down from 5.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 27+ 1 more updateLink-U Group Inc. to Report Q2, 2026 Results on Mar 16, 2026Link-U Group Inc. announced that they will report Q2, 2026 results on Mar 16, 2026
Reported Earnings • Dec 13First quarter 2026 earnings released: JP¥2.73 loss per share (vs JP¥1.73 profit in 1Q 2025)First quarter 2026 results: JP¥2.73 loss per share (down from JP¥1.73 profit in 1Q 2025). Revenue: JP¥1.09b (down 15% from 1Q 2025). Net loss: JP¥38.6m (down 258% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Oct 29Link-U Group Inc. to Report Q1, 2026 Results on Dec 12, 2025Link-U Group Inc. announced that they will report Q1, 2026 results on Dec 12, 2025
Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥10.87 (vs JP¥16.16 in FY 2024)Full year 2025 results: EPS: JP¥10.87 (down from JP¥16.16 in FY 2024). Revenue: JP¥4.84b (up 32% from FY 2024). Net income: JP¥154.0m (down 33% from FY 2024). Profit margin: 3.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jul 31Link-U Group Inc. to Report Fiscal Year 2025 Results on Sep 12, 2025Link-U Group Inc. announced that they will report fiscal year 2025 results on Sep 12, 2025
Board Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hideki Tsukada was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥3.01 (vs JP¥4.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.01 (down from JP¥4.97 in 2Q 2025). Revenue: JP¥1.20b (down 11% from 2Q 2025). Net income: JP¥42.6m (down 40% from 2Q 2025). Profit margin: 3.6% (down from 5.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 31What You Can Learn From Link-U Group Inc.'s (TSE:4446) P/S After Its 37% Share Price CrashLink-U Group Inc. ( TSE:4446 ) shares have retraced a considerable 37% in the last month, reversing a fair amount of...
お知らせ • Dec 27+ 1 more updateLink-U Group Inc. to Report Q2, 2026 Results on Mar 16, 2026Link-U Group Inc. announced that they will report Q2, 2026 results on Mar 16, 2026
分析記事 • Dec 23Be Wary Of Link-U Group (TSE:4446) And Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Dec 13First quarter 2026 earnings released: JP¥2.73 loss per share (vs JP¥1.73 profit in 1Q 2025)First quarter 2026 results: JP¥2.73 loss per share (down from JP¥1.73 profit in 1Q 2025). Revenue: JP¥1.09b (down 15% from 1Q 2025). Net loss: JP¥38.6m (down 258% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Nov 13Link-U Group Inc.'s (TSE:4446) Stock Retreats 37% But Revenues Haven't Escaped The Attention Of InvestorsThe Link-U Group Inc. ( TSE:4446 ) share price has softened a substantial 37% over the previous 30 days, handing back...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥783, the stock trades at a trailing P/E ratio of 75.5x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 9.3% over the past three years.
お知らせ • Oct 29Link-U Group Inc. to Report Q1, 2026 Results on Dec 12, 2025Link-U Group Inc. announced that they will report Q1, 2026 results on Dec 12, 2025
分析記事 • Sep 29Why Investors Shouldn't Be Surprised By Link-U Group Inc.'s (TSE:4446) 40% Share Price SurgeDespite an already strong run, Link-U Group Inc. ( TSE:4446 ) shares have been powering on, with a gain of 40% in the...
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 24x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 32% over the past three years.
Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥10.87 (vs JP¥16.16 in FY 2024)Full year 2025 results: EPS: JP¥10.87 (down from JP¥16.16 in FY 2024). Revenue: JP¥4.84b (up 32% from FY 2024). Net income: JP¥154.0m (down 33% from FY 2024). Profit margin: 3.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Sep 12Link-U Group Inc., Annual General Meeting, Oct 29, 2025Link-U Group Inc., Annual General Meeting, Oct 29, 2025.
New Risk • Aug 25New 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 5.2% 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: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥5.78b market cap, or US$39.2m).
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥405, the stock trades at a trailing P/E ratio of 58.4x. Average trailing P/E is 23x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 46% over the past three years.
分析記事 • Aug 22Link-U Group (TSE:4446) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
お知らせ • Jul 31Link-U Group Inc. to Report Fiscal Year 2025 Results on Sep 12, 2025Link-U Group Inc. announced that they will report fiscal year 2025 results on Sep 12, 2025
New Risk • Jul 11New 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 5.3% 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: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥4.79b market cap, or US$32.6m).
お知らせ • Jun 20Link-U Group Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2025Link-U Group Inc. revised consolidated earnings guidance for the fiscal year ending July 31, 2025. For the period, the company expects net sales of JPY 4,820 million against JPY 5,272 million as previously forecasted, operating profit of JPY 366 against JPY 717 million as previously forecasted, profit attributable to owners of parent of JPY 91 million against JPY 352 million as previously forecasted and basic earnings per share of JPY 6.45 against JPY 24.89 as previously forecasted. The revision of the consolidated financial results forecasts for the fiscal year ending July 31, 2025 is primarily attributable to underperformance in a highly profitable existing business and the postponement of a new business launch. In the fan co-creation marketing business operated by Romanz Inc., orders from major client have been temporarily suspended since January 2025, which has impacted the initial revenue projections. In addition, the domestic manga service business is facing intensified competition not only among manga platforms but also from other entertainment services. As a result, the effectiveness of marketing initiatives fell short of expectations, slowing the pace of user acquisition. Furthermore, the launch of a new platform targeted at the North American market, which had been planned for this fiscal year, has been postponed, resulting in a slowdown in the pace of development. This situation has led to adopt a more cautious approach toward accepting new development projects.
Reported Earnings • Jun 16Third quarter 2025 earnings released: JP¥2.37 loss per share (vs JP¥0.85 profit in 3Q 2024)Third quarter 2025 results: JP¥2.37 loss per share (down from JP¥0.85 profit in 3Q 2024). Revenue: JP¥1.06b (up 34% from 3Q 2024). Net loss: JP¥33.5m (down 379% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥390, the stock trades at a trailing P/E ratio of 38.1x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 39% over the past three years.
分析記事 • Apr 17Link-U Group (TSE:4446) Has Some Way To Go To Become A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
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¥308, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 58% over the past three years.
お知らせ • Mar 29Link-U Group Inc. to Report Q3, 2025 Results on Jun 13, 2025Link-U Group Inc. announced that they will report Q3, 2025 results on Jun 13, 2025
Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥4.97 (vs JP¥7.62 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.97 (down from JP¥7.62 in 2Q 2024). Revenue: JP¥1.34b (up 74% from 2Q 2024). Net income: JP¥70.5m (down 35% from 2Q 2024). Profit margin: 5.2% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Jan 28Link-U Group Inc. to Report Q2, 2025 Results on Mar 17, 2025Link-U Group Inc. announced that they will report Q2, 2025 results on Mar 17, 2025
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥396, the stock trades at a trailing P/E ratio of 32.6x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 65% over the past three years.
New Risk • Dec 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 5.8% 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: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (4.5% net profit margin). Market cap is less than US$100m (JP¥5.98b market cap, or US$38.9m).
Reported Earnings • Dec 15First quarter 2025 earnings released: EPS: JP¥1.69 (vs JP¥5.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.69 (down from JP¥5.01 in 1Q 2024). Revenue: JP¥1.28b (up 47% from 1Q 2024). Net income: JP¥24.0m (down 66% from 1Q 2024). Profit margin: 1.9% (down from 8.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29Link-U Group Inc. to Report Q1, 2025 Results on Dec 13, 2024Link-U Group Inc. announced that they will report Q1, 2025 results on Dec 13, 2024
Reported Earnings • Sep 17Full year 2024 earnings released: EPS: JP¥16.16 (vs JP¥14.42 in FY 2023)Full year 2024 results: EPS: JP¥16.16 (up from JP¥14.42 in FY 2023). Revenue: JP¥3.66b (up 17% from FY 2023). Net income: JP¥229.0m (up 12% from FY 2023). Profit margin: 6.3% (down from 6.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Sep 13Link-U Group Inc., Annual General Meeting, Oct 30, 2024Link-U Group Inc., Annual General Meeting, Oct 30, 2024.
分析記事 • Aug 08The Price Is Right For Link-U Group Inc. (TSE:4446)With a price-to-earnings (or "P/E") ratio of 25.3x Link-U Group Inc. ( TSE:4446 ) may be sending very bearish signals...
New Risk • Aug 05New 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: 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¥6.25b market cap, or US$43.9m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥441, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 70% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to JP¥441. The fair value is estimated to be JP¥592, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 38%.
お知らせ • Jul 27Link-U Group Inc. to Report Fiscal Year 2024 Results on Sep 13, 2024Link-U Group Inc. announced that they will report fiscal year 2024 results on Sep 13, 2024
Reported Earnings • Jun 16Third quarter 2024 earnings released: EPS: JP¥0.85 (vs JP¥2.69 in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.85 (down from JP¥2.69 in 3Q 2023). Revenue: JP¥792.0m (up 3.9% from 3Q 2023). Net income: JP¥12.0m (down 68% from 3Q 2023). Profit margin: 1.5% (down from 5.0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • May 25Link-U Group Inc. (TSE:4446) agreed to acquire additional 17% stake in Viewn Corp. from Zenpukuji Co., Ltd.Link-U Group Inc. (TSE:4446) agreed to acquire additional 17% stake in Viewn Corp. from Zenpukuji Co., Ltd. on May 23, 2024. Transaction is expected to complete on May 31, 2024.
お知らせ • Apr 29Link-U Group Inc. to Report Q3, 2024 Results on Jun 14, 2024Link-U Group Inc. announced that they will report Q3, 2024 results on Jun 14, 2024
分析記事 • Mar 22We Think Link-U Group's (TSE:4446) Robust Earnings Are ConservativeLink-U Group Inc.'s ( TSE:4446 ) earnings announcement last week was disappointing for investors, despite the decent...
Reported Earnings • Mar 17Second quarter 2024 earnings released: EPS: JP¥7.62 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥7.62 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥772.0m (up 1.6% from 2Q 2023). Net income: JP¥108.0m (up 52% from 2Q 2023). Profit margin: 14% (up from 9.3% in 2Q 2023). The increase in margin was primarily driven by lower expenses.
お知らせ • Feb 02Link-U Inc. to Report Q2, 2024 Results on Mar 15, 2024Link-U Inc. announced that they will report Q2, 2024 results on Mar 15, 2024
Reported Earnings • Dec 16First quarter 2024 earnings released: EPS: JP¥5.01 (vs JP¥1.70 in 1Q 2023)First quarter 2024 results: EPS: JP¥5.01 (up from JP¥1.70 in 1Q 2023). Revenue: JP¥872.0m (up 7.5% from 1Q 2023). Net income: JP¥71.0m (up 196% from 1Q 2023). Profit margin: 8.1% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Dec 02Link-U Inc. to Report Q1, 2024 Results on Dec 15, 2023Link-U Inc. announced that they will report Q1, 2024 results on Dec 15, 2023
New Risk • Nov 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.5b market cap, or US$69.7m).
Reported Earnings • Sep 17Full year 2023 earnings released: EPS: JP¥14.42 (vs JP¥2.34 in FY 2022)Full year 2023 results: EPS: JP¥14.42 (up from JP¥2.34 in FY 2022). Revenue: JP¥3.13b (up 38% from FY 2022). Net income: JP¥204.0m (up JP¥171.0m from FY 2022). Profit margin: 6.5% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue.
お知らせ • Sep 16+ 1 more updateLink-U Inc. Provides Earning Guidance for the Year Ending July 31, 2024Link-U Inc. provided earning guidance for the year ending July 31, 2024. For the period, the company expects net sales of JPY 3,289 million, operating profit of JPY 342 million, ordinary profit of JPY 333 million, profit attributable to owners of parent of JPY 186 million and earnings per share of JPY 13.16.
お知らせ • Aug 10Link-U Inc. to Report Fiscal Year 2023 Results on Sep 14, 2023Link-U Inc. announced that they will report fiscal year 2023 results on Sep 14, 2023
New Risk • Jul 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.9b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.9b market cap, or US$99.4m).
お知らせ • Jun 16Link-U Inc. Provides Earning Guidance for the Year Ending July 31, 2023Link-U Inc. provided earning guidance for the year ending July 31, 2023. For the period, the company expects net sales of JPY 3,006 million, operating profit of JPY 406 million, ordinary profit of JPY 358 million, profit attributable to owners of parent of JPY 145 million and earnings per share of JPY 10.30.
Reported Earnings • Jun 16Third quarter 2023 earnings released: EPS: JP¥2.69 (vs JP¥0.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.69 (up from JP¥0.92 in 3Q 2022). Revenue: JP¥762.0m (up 22% from 3Q 2022). Net income: JP¥38.0m (up 192% from 3Q 2022). Profit margin: 5.0% (up from 2.1% in 3Q 2022).
お知らせ • Jun 08Link-U Inc. (TSE:4446) agreed to acquire 49% stake in Viewn Corp. from SoftBank Group Corp. (TSE:9984) and Zenpukuji Co., Ltd.Link-U Inc. (TSE:4446) agreed to acquire 49% stake in Viewn Corp. from SoftBank Group Corp. (TSE:9984) and Zenpukuji Co., Ltd. on June 6, 2023. As on March 31, 2023, Viewn Corp. generated net worth of ¥317 million, total assets of ¥560 million, sales of ¥1 billion and net income of ¥55 million. As per the transaction, Link-U Inc. will acquire 8,624 shares of Viewn Corp. The transaction is expected to close in August 2023.
お知らせ • May 27Link-U Inc. to Report Q3, 2023 Results on Jun 14, 2023Link-U Inc. announced that they will report Q3, 2023 results on Jun 14, 2023
お知らせ • Feb 01Link-U Inc. to Report Q2, 2023 Results on Mar 17, 2023Link-U Inc. announced that they will report Q2, 2023 results on Mar 17, 2023
Reported Earnings • Dec 16First quarter 2023 earnings released: EPS: JP¥1.70 (vs JP¥5.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.70 (down from JP¥5.10 in 1Q 2022). Revenue: JP¥811.0m (up 51% from 1Q 2022). Net income: JP¥24.0m (down 67% from 1Q 2022). Profit margin: 3.0% (down from 13% in 1Q 2022).
お知らせ • Dec 15Link-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023Link-U Inc. provided consolidated earnings guidance for the year ending July 31, 2023. For the period, the company expects net sales to be JPY 2,890 million, operating profit to be JPY 251 million, profit attributable to owners of parent to be JPY 84 million and earnings per share to be JPY 5.99.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Auditor Shinji Ando was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Full year 2022 earnings released: EPS: JP¥2.34 (vs JP¥11.18 in FY 2021)Full year 2022 results: EPS: JP¥2.34 (down from JP¥11.18 in FY 2021). Revenue: JP¥2.28b (up 39% from FY 2021). Net income: JP¥33.0m (down 79% from FY 2021). Profit margin: 1.5% (down from 9.6% in FY 2021).
お知らせ • Oct 28Link-U Inc. to Report Q1, 2023 Results on Dec 14, 2022Link-U Inc. announced that they will report Q1, 2023 results on Dec 14, 2022
お知らせ • Sep 16+ 1 more updateLink-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023Link-U Inc. provided consolidated earnings guidance for the year ending July 31, 2023. For the period, the company expects net sales to be JPY 2,890 million, operating profit to be JPY 251 million, profit attributable to owners of parent to be JPY 84 million and earnings per share to be JPY 5.99.
Reported Earnings • Sep 15Full year 2022 earnings released: EPS: JP¥2.34 (vs JP¥11.18 in FY 2021)Full year 2022 results: EPS: JP¥2.34 (down from JP¥11.18 in FY 2021). Revenue: JP¥2.28b (up 39% from FY 2021). Net income: JP¥33.0m (down 79% from FY 2021). Profit margin: 1.5% (down from 9.6% in FY 2021).
お知らせ • Jul 02Link-U Inc. to Report Fiscal Year 2022 Results on Sep 14, 2022Link-U Inc. announced that they will report fiscal year 2022 results on Sep 14, 2022
Reported Earnings • Jun 16Third quarter 2022 earnings released: EPS: JP¥0.92 (vs JP¥1.20 in 3Q 2021)Third quarter 2022 results: EPS: JP¥0.92 (down from JP¥1.20 in 3Q 2021). Revenue: JP¥624.0m (up 36% from 3Q 2021). Net income: JP¥13.0m (down 24% from 3Q 2021). Profit margin: 2.1% (down from 3.7% in 3Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • Jun 15Link-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022Link-U Inc. provides consolidated earnings guidance for the year ending July 31, 2022. The company expects net sales to be JPY 2,169 million, Operating profit to be JPY 88 million, loss attributable to owners of parent to be JPY 23 million or JPY 1.63 per basic share.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Auditor Shinji Ando was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Link-U Inc. to Report Q3, 2022 Results on Jun 14, 2022Link-U Inc. announced that they will report Q3, 2022 results on Jun 14, 2022
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥763, the stock trades at a trailing P/E ratio of 78.1x. Average trailing P/E is 27x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 35% over the past year.
Reported Earnings • Mar 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: JP¥0.85 loss per share (down from JP¥1.20 profit in 2Q 2021). Revenue: JP¥473.0m (up 3.3% from 2Q 2021). Net loss: JP¥12.0m (down 171% from profit in 2Q 2021). Revenue was in line with analyst estimates.
お知らせ • Dec 16Link-U Inc. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022Link-U Inc. provided consolidated earnings guidance for the year ending July 31, 2022. For the year, the company expects Net sales of JPY 2,165 million, Operating profit of JPY 243 million, Profit attributable to owners of parent of JPY 143 million and earnings per share of JPY 10.16.
Is New 90 Day High Low • Mar 15New 90-day low: JP¥1,086The company is down 22% from a price of JP¥1,386 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Lagged the Interactive Media and Services industry, which is up 1.0% over the same period.
お知らせ • Jan 21Link-U Inc. to Report Q2, 2021 Results on Mar 12, 2021Link-U Inc. announced that they will report Q2, 2021 results on Mar 12, 2021
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,301, the stock is trading at a trailing P/E ratio of 63.9x, down from the previous P/E ratio of 78.1x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total return to shareholders over the past year is a loss of 27%.
Reported Earnings • Dec 16First quarter 2021 earnings released: EPS JP¥5.16The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥368.0m (up 38% from 1Q 2020). Net income: JP¥72.0m (up JP¥61.0m from 1Q 2020). Profit margin: 20% (up from 4.1% in 1Q 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Dec 03New 90-day low: JP¥1,586The company is down 27% from its price of JP¥2,170 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 2.0% over the same period.
お知らせ • Aug 03Link-U Inc. to Report Fiscal Year 2020 Results on Sep 15, 2020Link-U Inc. announced that they will report fiscal year 2020 results on Sep 15, 2020