Orchestra Holdings（6533）株式概要株式会社Orchestra Holdingsは、日本国内でデジタルトランスフォーメーション事業、デジタルマーケティング事業などを展開している。 詳細6533 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より51.8%で取引されている 過去1年間で収益は301.6%増加しました リスク分析過去5年間で収益は年間6.8%減少しました。 意味のある時価総額がありません ( ¥11B )JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る6533 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,446 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,446 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.17k0.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture017b2016201920222025202620282031Revenue JP¥17.4bEarnings JP¥1.1bAdvancedSet Fair ValueView all narrativesOrchestra Holdings Inc. 競合他社Kyodo Public RelationsSymbol: TSE:2436Market cap: JP¥11.1bMembersSymbol: TSE:2130Market cap: JP¥11.4bHakutenSymbol: TSE:2173Market cap: JP¥11.4bCross Marketing GroupSymbol: TSE:3675Market cap: JP¥11.8b価格と性能株価の高値、安値、推移の概要Orchestra Holdings過去の株価現在の株価JP¥1,166.0052週高値JP¥1,349.0052週安値JP¥705.00ベータ0.941ヶ月の変化-1.44%3ヶ月変化14.31%1年変化62.85%3年間の変化-2.59%5年間の変化-56.21%IPOからの変化61.94%最新ニュースお知らせ • Jul 02Orchestra Holdings Inc. to Report Q2, 2026 Results on Aug 14, 2026Orchestra Holdings Inc. announced that they will report Q2, 2026 results on Aug 14, 2026New Risk • Jun 24New 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 7.5% 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 Earnings have declined by 6.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥11.8b market cap, or US$72.8m).分析記事 • Jun 23If EPS Growth Is Important To You, Orchestra Holdings (TSE:6533) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,212, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 1.2% over the past three years.お知らせ • Jun 22+ 1 more updateOrchestra Holdings Inc. to Pay Commemorative Dividend for the Fiscal Year Ending December 2026Orchestra Holdings Inc. announced subject to approval at the Annual General Meeting of Shareholders scheduled to be held in March 2027, the shareholders revised to pay a commemorative dividend of JPY 5.00 per share in celebration of the 10th anniversary of its listing on the Tokyo Stock Exchange.Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥38.55 (vs JP¥5.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.55 (up from JP¥5.21 in 1Q 2025). Revenue: JP¥4.04b (up 3.6% from 1Q 2025). Net income: JP¥362.0m (up JP¥311.5m from 1Q 2025). Profit margin: 9.0% (up from 1.3% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesお知らせ • Jul 02Orchestra Holdings Inc. to Report Q2, 2026 Results on Aug 14, 2026Orchestra Holdings Inc. announced that they will report Q2, 2026 results on Aug 14, 2026New Risk • Jun 24New 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 7.5% 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 Earnings have declined by 6.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥11.8b market cap, or US$72.8m).分析記事 • Jun 23If EPS Growth Is Important To You, Orchestra Holdings (TSE:6533) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,212, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 1.2% over the past three years.お知らせ • Jun 22+ 1 more updateOrchestra Holdings Inc. to Pay Commemorative Dividend for the Fiscal Year Ending December 2026Orchestra Holdings Inc. announced subject to approval at the Annual General Meeting of Shareholders scheduled to be held in March 2027, the shareholders revised to pay a commemorative dividend of JPY 5.00 per share in celebration of the 10th anniversary of its listing on the Tokyo Stock Exchange.Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥38.55 (vs JP¥5.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.55 (up from JP¥5.21 in 1Q 2025). Revenue: JP¥4.04b (up 3.6% from 1Q 2025). Net income: JP¥362.0m (up JP¥311.5m from 1Q 2025). Profit margin: 9.0% (up from 1.3% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥84.84 (vs JP¥33.72 in FY 2024)Full year 2025 results: EPS: JP¥84.84 (up from JP¥33.72 in FY 2024). Revenue: JP¥15.8b (up 12% from FY 2024). Net income: JP¥816.0m (up 147% from FY 2024). Profit margin: 5.2% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.お知らせ • Feb 14+ 1 more updateOrchestra Holdings Inc. Announces Cash Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2026Orchestra Holdings Inc. announced cash dividend for the fiscal year ended December 31, 2025 of JPY 12.00 per share compared to JPY 11.00 per share paid a year ago. Scheduled date to commence dividend payments is March 27, 2026. For the full year of fiscal year ending December 31, 2026, the company expects to pay dividend of JPY 13.00 per share as compared to JPY 12.00 per share paid a year ago.お知らせ • Feb 13Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2026Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2026.分析記事 • Dec 26Orchestra Holdings' (TSE:6533) Dividend Will Be Increased To ¥12.00Orchestra Holdings Inc.'s ( TSE:6533 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Dec 26Orchestra Holdings Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Orchestra Holdings Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥53.68 (vs JP¥4.77 in 3Q 2024)Third quarter 2025 results: EPS: JP¥53.68 (up from JP¥4.77 in 3Q 2024). Revenue: JP¥3.95b (up 16% from 3Q 2024). Net income: JP¥516.0m (up JP¥469.1m from 3Q 2024). Profit margin: 13% (up from 1.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.分析記事 • Nov 17Unpleasant Surprises Could Be In Store For Orchestra Holdings Inc.'s (TSE:6533) SharesWith a price-to-earnings (or "P/E") ratio of 49.3x Orchestra Holdings Inc. ( TSE:6533 ) may be sending very bearish...New Risk • Nov 17New 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 6.7% 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 Earnings have declined by 7.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥9.03b market cap, or US$58.3m).Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥934, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 59% over the past three years.分析記事 • Sep 27Orchestra Holdings' (TSE:6533) Shareholders Will Receive A Bigger Dividend Than Last YearOrchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Sep 27Orchestra Holdings Inc. to Report Q3, 2025 Results on Nov 14, 2025Orchestra Holdings Inc. announced that they will report Q3, 2025 results on Nov 14, 2025分析記事 • Aug 18Orchestra Holdings' (TSE:6533) Upcoming Dividend Will Be Larger Than Last Year'sOrchestra Holdings Inc.'s ( TSE:6533 ) dividend will be increasing from last year's payment of the same period to...Reported Earnings • Aug 16Second quarter 2025 earnings released: JP¥4.34 loss per share (vs JP¥1.42 profit in 2Q 2024)Second quarter 2025 results: JP¥4.34 loss per share (down from JP¥1.42 profit in 2Q 2024). Revenue: JP¥3.71b (up 11% from 2Q 2024). Net loss: JP¥42.0m (down 400% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year whereas the company’s share price has fallen by 36% per year.お知らせ • Aug 15Orchestra Holdings Inc. (TSE:6533) announces an Equity Buyback for 400,000 shares, representing 4.14% for ¥200 million.Orchestra Holdings Inc. (TSE:6533) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 4.14% of its issued share capital (excluding treasury stock) for ¥200 million. The purpose of the program is to enable the implementation of a flexible capital policy that responds to changes in the business environment, taking into consideration the stock price level and financial situation. The company may use the acquired treasury stock for strategic M&A, etc., The program will be valid till March 24, 2026. As of June 30, 2025, the company had 9,664,568 shares in issue and 369,632 shares in treasuryお知らせ • Jun 26Orchestra Holdings Inc. to Report Q2, 2025 Results on Aug 14, 2025Orchestra Holdings Inc. announced that they will report Q2, 2025 results on Aug 14, 2025New Risk • May 19New major risk - Revenue and earnings growthEarnings have declined by 1.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (JP¥7.59b market cap, or US$52.3m).Reported Earnings • May 19First quarter 2025 earnings released: EPS: JP¥14.71 (vs JP¥23.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.71 (down from JP¥23.96 in 1Q 2024). Revenue: JP¥4.08b (up 20% from 1Q 2024). Net income: JP¥143.0m (down 39% from 1Q 2024). Profit margin: 3.5% (down from 6.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year whereas the company’s share price has fallen by 33% per year.お知らせ • May 15Orchestra Holdings Inc. (TSE:6533) announces an Equity Buyback for 100,000 shares, representing 1.03% for ¥50 million.Orchestra Holdings Inc. (TSE:6533) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.03% of its issued share capital (excluding treasury stock) for ¥100 million. The purpose of the program is to enable the implementation of a flexible capital policy that responds to changes in the business environment, taking into consideration the stock price level and financial situation. The company may use the acquired treasury stock for strategic M&A, etc., with the company's shares as consideration for the disposal, etc. The program will be valid till June 30, 2025. As of March 31, 2025, the company had 9,724,568 shares in issue and 309,632 shares in treasury分析記事 • May 07What Orchestra Holdings Inc.'s (TSE:6533) 30% Share Price Gain Is Not Telling YouOrchestra Holdings Inc. ( TSE:6533 ) shareholders are no doubt pleased to see that the share price has bounced 30% in...New Risk • Apr 07New 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 8.4% 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 Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (JP¥5.74b market cap, or US$39.2m).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥711, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 75% over the past three years.お知らせ • Mar 26Orchestra Holdings Inc. to Report Q1, 2025 Results on May 14, 2025Orchestra Holdings Inc. announced that they will report Q1, 2025 results on May 14, 2025分析記事 • Feb 26Investors Can Find Comfort In Orchestra Holdings' (TSE:6533) Earnings QualityThe most recent earnings report from Orchestra Holdings Inc. ( TSE:6533 ) was disappointing for shareholders. However...Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥33.72 (vs JP¥48.29 in FY 2023)Full year 2024 results: EPS: JP¥33.72 (down from JP¥48.29 in FY 2023). Revenue: JP¥14.0b (up 16% from FY 2023). Net income: JP¥331.0m (down 30% from FY 2023). Profit margin: 2.4% (down from 3.9% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 14Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2025Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2025.分析記事 • Jan 24Orchestra Holdings (TSE:6533) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥803, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 67% over the past three years.New Risk • Jan 20New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.40b market cap, or US$47.4m).Upcoming Dividend • Dec 20Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.3%).分析記事 • Dec 08Orchestra Holdings' (TSE:6533) Shareholders Will Receive A Bigger Dividend Than Last YearOrchestra Holdings Inc.'s ( TSE:6533 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Dec 07Orchestra Holdings Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Orchestra Holdings Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025分析記事 • Nov 14Orchestra Holdings' (TSE:6533) Upcoming Dividend Will Be Larger Than Last Year'sOrchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Nov 14Orchestra Holdings Inc. (TSE:6533) announces an Equity Buyback for 150,000 shares, representing 1.52% for ¥100 million.Orchestra Holdings Inc. (TSE:6533) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.52% of its issued share capital (excluding treasury stock) for ¥100 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment, considering stock price levels and financial conditions. The repurchased shares may be used for strategic M&A and other purposes in exchange for the company's stock. The program will be valid till January 31, 2025. As of September 30, 2024, the company had 9,843,868 ordinary shares in issue and 189,932 ordinary shares in treasury分析記事 • Sep 20Orchestra Holdings (TSE:6533) Is Increasing Its Dividend To ¥11.00Orchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Sep 20Orchestra Holdings Inc. (TSE:6533) agreed to acquire LAND HO! from Tsukamoto Masanobu, Heartland Co.,Ltd. and others for ¥610 million.Orchestra Holdings Inc. (TSE:6533) agreed to acquire LAND HO! from Tsukamoto Masanobu, Heartland Co.,Ltd. and others for ¥610 million on September 20, 2024. A cash consideration of ¥610 million will be paid by Orchestra Holdings Inc. As part of consideration, ¥610 million is paid towards common equity of LAND HO!. For the period ending May 31, 2024, LAND HO! reported total revenue of ¥1.3 billion, operating loss of ¥199.4 million and net loss of ¥308.06 million. As of May 31, 2024, LAND HO! reported total assets of ¥539.25 million and total common equity of ¥67.66 million. The expected completion of the transaction is September 30, 2024.分析記事 • Aug 31Orchestra Holdings (TSE:6533) Is Increasing Its Dividend To ¥11.00Orchestra Holdings Inc. ( TSE:6533 ) will increase its dividend from last year's comparable payment on the 31st of...お知らせ • Aug 29Orchestra Holdings Inc. to Report Q3, 2024 Results on Nov 14, 2024Orchestra Holdings Inc. announced that they will report Q3, 2024 results on Nov 14, 2024分析記事 • Aug 27Orchestra Holdings' (TSE:6533) Weak Earnings May Only Reveal A Part Of The Whole PictureInvestors were disappointed by Orchestra Holdings Inc.'s ( TSE:6533 ) latest earnings release. We did some analysis...Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: JP¥1.42 (vs JP¥0.31 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.42 (up from JP¥0.31 loss in 2Q 2023). Revenue: JP¥3.34b (up 11% from 2Q 2023). Net income: JP¥14.0m (up JP¥17.0m from 2Q 2023). Profit margin: 0.4% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 16Orchestra Holdings (TSE:6533) Is Paying Out A Larger Dividend Than Last YearOrchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Aug 16Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 18% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Aug 05Orchestra Holdings Inc.'s (TSE:6533) Popularity With Investors Under Threat As Stock Sinks 28%Orchestra Holdings Inc. ( TSE:6533 ) shares have had a horrible month, losing 28% after a relatively good period...分析記事 • Aug 03Is Orchestra Holdings (TSE:6533) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,010, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 61% over the past three years.お知らせ • Jun 28Orchestra Holdings Inc. to Report Q2, 2024 Results on Aug 14, 2024Orchestra Holdings Inc. announced that they will report Q2, 2024 results on Aug 14, 2024Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 59% over the past three years.分析記事 • May 22Orchestra Holdings Inc.'s (TSE:6533) 46% Price Boost Is Out Of Tune With EarningsOrchestra Holdings Inc. ( TSE:6533 ) shareholders would be excited to see that the share price has had a great month...New Risk • May 20New 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 8.6% 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 Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥13.5b market cap, or US$86.8m).New Risk • May 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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 (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥11.7b market cap, or US$75.5m).Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,149, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 61% over the past three years.お知らせ • Mar 08Orchestra Holdings Inc. to Report Q1, 2024 Results on May 15, 2024Orchestra Holdings Inc. announced that they will report Q1, 2024 results on May 15, 2024Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,105, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 60% over the past three years.Reported Earnings • Feb 17Full year 2023 earnings released: EPS: JP¥48.31 (vs JP¥87.04 in FY 2022)Full year 2023 results: EPS: JP¥48.31 (down from JP¥87.04 in FY 2022). Revenue: JP¥12.1b (up 17% from FY 2022). Net income: JP¥474.2m (down 44% from FY 2022). Profit margin: 3.9% (down from 8.2% in FY 2022). 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 26% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 15+ 1 more updateOrchestra Holdings Inc., Annual General Meeting, Mar 28, 2024Orchestra Holdings Inc., Annual General Meeting, Mar 28, 2024.お知らせ • Dec 28Orchestra Holdings Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024Orchestra Holdings Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥10.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,040, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,101, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 54% over the past three years.Reported Earnings • Nov 20Third quarter 2023 earnings released: EPS: JP¥7.64 (vs JP¥11.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.64 (down from JP¥11.33 in 3Q 2022). Revenue: JP¥3.07b (up 20% from 3Q 2022). Net income: JP¥75.0m (down 32% from 3Q 2022). Profit margin: 2.4% (down from 4.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 16Second quarter 2023 earnings released: JP¥0.31 loss per share (vs JP¥20.21 profit in 2Q 2022)Second quarter 2023 results: JP¥0.31 loss per share (down from JP¥20.21 profit in 2Q 2022). Revenue: JP¥3.01b (up 22% from 2Q 2022). Net loss: JP¥3.00m (down 101% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥999, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,215, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 10% over the past three years.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥87.04 (vs JP¥77.30 in FY 2021)Full year 2022 results: EPS: JP¥87.04 (up from JP¥77.30 in FY 2021). Revenue: JP¥10.4b (down 38% from FY 2021). Net income: JP¥853.0m (up 13% from FY 2021). Profit margin: 8.2% (up from 4.5% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 38% per year.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: JP¥87.04 (vs JP¥77.30 in FY 2021)Full year 2022 results: EPS: JP¥87.04 (up from JP¥77.30 in FY 2021). Revenue: JP¥10.4b (down 38% from FY 2021). Net income: JP¥853.0m (up 13% from FY 2021). Profit margin: 8.2% (up from 4.5% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15+ 1 more updateOrchestra Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Orchestra Holdings Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales to be JPY 12,500 million. Operating profit to be JPY 1,630 million. Profit attributable to owners of parent to be JPY 1,000 million. Basic earnings per share to be JPY 101.92.お知らせ • Feb 14Orchestra Holdings Inc., Annual General Meeting, Mar 24, 2023Orchestra Holdings Inc., Annual General Meeting, Mar 24, 2023.お知らせ • Jan 13Orchestra Holdings Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023Orchestra Holdings Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥11.33 (vs JP¥8.48 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.33 (up from JP¥8.48 in 3Q 2021). Revenue: JP¥2.56b (down 41% from 3Q 2021). Net income: JP¥111.0m (up 34% from 3Q 2021). Profit margin: 4.3% (up from 1.9% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.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. 8 non-independent directors. Outside Director Hiroyuki Iwai was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15+ 1 more updateOrchestra Holdings Inc. Provides Year End Dividend Guidance for the Full Year Ending December 31, 2022Orchestra Holdings Inc. provided year end dividend guidance of JPY 9.00 per share for the full year ending December 31, 2022 compared to JPY 8.00 per share a year ago.お知らせ • Sep 28Orchestra Holdings Inc. to Report Q3, 2022 Results on Nov 14, 2022Orchestra Holdings Inc. announced that they will report Q3, 2022 results on Nov 14, 2022Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: JP¥20.21 (vs JP¥19.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥20.21 (up from JP¥19.51 in 2Q 2021). Revenue: JP¥2.47b (down 35% from 2Q 2021). Net income: JP¥198.0m (up 3.7% from 2Q 2021). Profit margin: 8.0% (up from 5.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 40% per year.お知らせ • Aug 13+ 1 more updateOrchestra Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022Orchestra Holdings Inc. provided dividend guidance of JPY 9 per share for the fiscal year ending December 31, 2022.お知らせ • Jul 03Orchestra Holdings Inc. to Report Q2, 2022 Results on Aug 12, 2022Orchestra Holdings Inc. announced that they will report Q2, 2022 results on Aug 12, 2022Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥3,076, 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 34%.お知らせ • May 14+ 1 more updateOrchestra Holdings Inc. Provides Dividend Guidance for the Year Ending December 31, 2022Orchestra Holdings Inc. provided dividend guidance for the year ending December 31, 2022. For the fiscal year, the company expects to pay dividend of JPY 9.00 per share as compared to JPY 8.00 per share a year ago.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. 8 non-independent directors. Outside Director Hiroyuki Iwai was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Orchestra Holdings Inc. to Report Q1, 2022 Results on May 13, 2022Orchestra Holdings Inc. announced that they will report Q1, 2022 results on May 13, 2022Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥77.30 (up from JP¥47.23 in FY 2020). Revenue: JP¥16.6b (up 41% from FY 2020). Net income: JP¥757.0m (up 74% from FY 2020). Profit margin: 4.5% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 16+ 1 more updateOrchestra Holdings Inc. Announces Dividend for the Year Ended December 31, 2021, Payable on March 30, 2022; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022Orchestra Holdings Inc. announced dividend for the year ended December 31, 2021 of JPY 8.00 per share compared to JPY 7.00 per share paid a year ago. Scheduled date of payment of dividend is March 30, 2022. For the fiscal year ending December 31, 2022, the company expects to pay dividend of JPY 9.00 per share.お知らせ • Feb 15Orchestra Holdings Inc., Annual General Meeting, Mar 29, 2022Orchestra Holdings Inc., Annual General Meeting, Mar 29, 2022.株主還元6533JP MediaJP 市場7D-2.8%1.3%-0.4%1Y62.8%-1.2%34.5%株主還元を見る業界別リターン: 6533過去 1 年間で-1.2 % 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: 6533過去 1 年間で34.5 % の収益を上げたJP市場を上回りました。価格変動Is 6533's price volatile compared to industry and market?6533 volatility6533 Average Weekly Movement7.5%Media Industry Average Movement4.5%Market Average Movement4.3%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.2%安定した株価: 6533の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6533の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20091,178Yoshiro Nakamurawww.orchestra-hd.co.jp株式会社Orchestra Holdingsは、日本国内においてデジタルトランスフォーメーション事業、デジタルマーケティング事業等を展開している。プログラマティック広告、ウェブサイトやアプリの開発、コンテンツマーケティング、SEO、データ分析、ベンチャーキャピタルサービス、タレントマネジメントクラウドやテクノロジーサービスを提供している。また、M&Aマッチングプラットフォーム等の開発・運営やM&Aアドバイザリーサービスの提供、ソフトウェアテストサービスの提供、人材紹介事業、RFID・ICカード向けWebアプリケーションや自動認識ソリューションの開発、スマートフォン・コンシューマ向けゲーム等のデジタルコンテンツの開発・受託事業等も行っている。旧社名は株式会社デジタルアイデンティティで、2017年7月に株式会社Orchestra Holdingsに商号変更した。2009年に法人化され、東京に本社を置く。もっと見るOrchestra Holdings Inc. 基礎のまとめOrchestra Holdings の収益と売上を時価総額と比較するとどうか。6533 基礎統計学時価総額JP¥10.89b収益（TTM）JP¥1.04b売上高(TTM)JP¥15.72b10.5xPER（株価収益率0.7xP/Sレシオ6533 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6533 損益計算書（TTM）収益JP¥15.72b売上原価JP¥8.72b売上総利益JP¥7.00bその他の費用JP¥5.97b収益JP¥1.04b直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）110.80グロス・マージン44.54%純利益率6.58%有利子負債／自己資本比率55.5%6533 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り11%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/03 09:11終値2026/08/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Orchestra Holdings 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。1 アナリスト機関Hiroshi NayaIchiyoshi Research Institute Inc.
お知らせ • Jul 02Orchestra Holdings Inc. to Report Q2, 2026 Results on Aug 14, 2026Orchestra Holdings Inc. announced that they will report Q2, 2026 results on Aug 14, 2026
New Risk • Jun 24New 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 7.5% 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 Earnings have declined by 6.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥11.8b market cap, or US$72.8m).
分析記事 • Jun 23If EPS Growth Is Important To You, Orchestra Holdings (TSE:6533) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,212, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 1.2% over the past three years.
お知らせ • Jun 22+ 1 more updateOrchestra Holdings Inc. to Pay Commemorative Dividend for the Fiscal Year Ending December 2026Orchestra Holdings Inc. announced subject to approval at the Annual General Meeting of Shareholders scheduled to be held in March 2027, the shareholders revised to pay a commemorative dividend of JPY 5.00 per share in celebration of the 10th anniversary of its listing on the Tokyo Stock Exchange.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥38.55 (vs JP¥5.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.55 (up from JP¥5.21 in 1Q 2025). Revenue: JP¥4.04b (up 3.6% from 1Q 2025). Net income: JP¥362.0m (up JP¥311.5m from 1Q 2025). Profit margin: 9.0% (up from 1.3% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 02Orchestra Holdings Inc. to Report Q2, 2026 Results on Aug 14, 2026Orchestra Holdings Inc. announced that they will report Q2, 2026 results on Aug 14, 2026
New Risk • Jun 24New 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 7.5% 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 Earnings have declined by 6.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥11.8b market cap, or US$72.8m).
分析記事 • Jun 23If EPS Growth Is Important To You, Orchestra Holdings (TSE:6533) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,212, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 1.2% over the past three years.
お知らせ • Jun 22+ 1 more updateOrchestra Holdings Inc. to Pay Commemorative Dividend for the Fiscal Year Ending December 2026Orchestra Holdings Inc. announced subject to approval at the Annual General Meeting of Shareholders scheduled to be held in March 2027, the shareholders revised to pay a commemorative dividend of JPY 5.00 per share in celebration of the 10th anniversary of its listing on the Tokyo Stock Exchange.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥38.55 (vs JP¥5.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.55 (up from JP¥5.21 in 1Q 2025). Revenue: JP¥4.04b (up 3.6% from 1Q 2025). Net income: JP¥362.0m (up JP¥311.5m from 1Q 2025). Profit margin: 9.0% (up from 1.3% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥84.84 (vs JP¥33.72 in FY 2024)Full year 2025 results: EPS: JP¥84.84 (up from JP¥33.72 in FY 2024). Revenue: JP¥15.8b (up 12% from FY 2024). Net income: JP¥816.0m (up 147% from FY 2024). Profit margin: 5.2% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
お知らせ • Feb 14+ 1 more updateOrchestra Holdings Inc. Announces Cash Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2026Orchestra Holdings Inc. announced cash dividend for the fiscal year ended December 31, 2025 of JPY 12.00 per share compared to JPY 11.00 per share paid a year ago. Scheduled date to commence dividend payments is March 27, 2026. For the full year of fiscal year ending December 31, 2026, the company expects to pay dividend of JPY 13.00 per share as compared to JPY 12.00 per share paid a year ago.
お知らせ • Feb 13Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2026Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2026.
分析記事 • Dec 26Orchestra Holdings' (TSE:6533) Dividend Will Be Increased To ¥12.00Orchestra Holdings Inc.'s ( TSE:6533 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Dec 26Orchestra Holdings Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Orchestra Holdings Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥53.68 (vs JP¥4.77 in 3Q 2024)Third quarter 2025 results: EPS: JP¥53.68 (up from JP¥4.77 in 3Q 2024). Revenue: JP¥3.95b (up 16% from 3Q 2024). Net income: JP¥516.0m (up JP¥469.1m from 3Q 2024). Profit margin: 13% (up from 1.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 17Unpleasant Surprises Could Be In Store For Orchestra Holdings Inc.'s (TSE:6533) SharesWith a price-to-earnings (or "P/E") ratio of 49.3x Orchestra Holdings Inc. ( TSE:6533 ) may be sending very bearish...
New Risk • Nov 17New 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 6.7% 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 Earnings have declined by 7.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥9.03b market cap, or US$58.3m).
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥934, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 59% over the past three years.
分析記事 • Sep 27Orchestra Holdings' (TSE:6533) Shareholders Will Receive A Bigger Dividend Than Last YearOrchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Sep 27Orchestra Holdings Inc. to Report Q3, 2025 Results on Nov 14, 2025Orchestra Holdings Inc. announced that they will report Q3, 2025 results on Nov 14, 2025
分析記事 • Aug 18Orchestra Holdings' (TSE:6533) Upcoming Dividend Will Be Larger Than Last Year'sOrchestra Holdings Inc.'s ( TSE:6533 ) dividend will be increasing from last year's payment of the same period to...
Reported Earnings • Aug 16Second quarter 2025 earnings released: JP¥4.34 loss per share (vs JP¥1.42 profit in 2Q 2024)Second quarter 2025 results: JP¥4.34 loss per share (down from JP¥1.42 profit in 2Q 2024). Revenue: JP¥3.71b (up 11% from 2Q 2024). Net loss: JP¥42.0m (down 400% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year whereas the company’s share price has fallen by 36% per year.
お知らせ • Aug 15Orchestra Holdings Inc. (TSE:6533) announces an Equity Buyback for 400,000 shares, representing 4.14% for ¥200 million.Orchestra Holdings Inc. (TSE:6533) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 4.14% of its issued share capital (excluding treasury stock) for ¥200 million. The purpose of the program is to enable the implementation of a flexible capital policy that responds to changes in the business environment, taking into consideration the stock price level and financial situation. The company may use the acquired treasury stock for strategic M&A, etc., The program will be valid till March 24, 2026. As of June 30, 2025, the company had 9,664,568 shares in issue and 369,632 shares in treasury
お知らせ • Jun 26Orchestra Holdings Inc. to Report Q2, 2025 Results on Aug 14, 2025Orchestra Holdings Inc. announced that they will report Q2, 2025 results on Aug 14, 2025
New Risk • May 19New major risk - Revenue and earnings growthEarnings have declined by 1.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (JP¥7.59b market cap, or US$52.3m).
Reported Earnings • May 19First quarter 2025 earnings released: EPS: JP¥14.71 (vs JP¥23.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.71 (down from JP¥23.96 in 1Q 2024). Revenue: JP¥4.08b (up 20% from 1Q 2024). Net income: JP¥143.0m (down 39% from 1Q 2024). Profit margin: 3.5% (down from 6.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year whereas the company’s share price has fallen by 33% per year.
お知らせ • May 15Orchestra Holdings Inc. (TSE:6533) announces an Equity Buyback for 100,000 shares, representing 1.03% for ¥50 million.Orchestra Holdings Inc. (TSE:6533) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.03% of its issued share capital (excluding treasury stock) for ¥100 million. The purpose of the program is to enable the implementation of a flexible capital policy that responds to changes in the business environment, taking into consideration the stock price level and financial situation. The company may use the acquired treasury stock for strategic M&A, etc., with the company's shares as consideration for the disposal, etc. The program will be valid till June 30, 2025. As of March 31, 2025, the company had 9,724,568 shares in issue and 309,632 shares in treasury
分析記事 • May 07What Orchestra Holdings Inc.'s (TSE:6533) 30% Share Price Gain Is Not Telling YouOrchestra Holdings Inc. ( TSE:6533 ) shareholders are no doubt pleased to see that the share price has bounced 30% in...
New Risk • Apr 07New 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 8.4% 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 Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (JP¥5.74b market cap, or US$39.2m).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥711, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 75% over the past three years.
お知らせ • Mar 26Orchestra Holdings Inc. to Report Q1, 2025 Results on May 14, 2025Orchestra Holdings Inc. announced that they will report Q1, 2025 results on May 14, 2025
分析記事 • Feb 26Investors Can Find Comfort In Orchestra Holdings' (TSE:6533) Earnings QualityThe most recent earnings report from Orchestra Holdings Inc. ( TSE:6533 ) was disappointing for shareholders. However...
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥33.72 (vs JP¥48.29 in FY 2023)Full year 2024 results: EPS: JP¥33.72 (down from JP¥48.29 in FY 2023). Revenue: JP¥14.0b (up 16% from FY 2023). Net income: JP¥331.0m (down 30% from FY 2023). Profit margin: 2.4% (down from 3.9% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 14Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2025Orchestra Holdings Inc., Annual General Meeting, Mar 26, 2025.
分析記事 • Jan 24Orchestra Holdings (TSE:6533) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥803, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 67% over the past three years.
New Risk • Jan 20New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥7.40b market cap, or US$47.4m).
Upcoming Dividend • Dec 20Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.3%).
分析記事 • Dec 08Orchestra Holdings' (TSE:6533) Shareholders Will Receive A Bigger Dividend Than Last YearOrchestra Holdings Inc.'s ( TSE:6533 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Dec 07Orchestra Holdings Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Orchestra Holdings Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
分析記事 • Nov 14Orchestra Holdings' (TSE:6533) Upcoming Dividend Will Be Larger Than Last Year'sOrchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Nov 14Orchestra Holdings Inc. (TSE:6533) announces an Equity Buyback for 150,000 shares, representing 1.52% for ¥100 million.Orchestra Holdings Inc. (TSE:6533) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.52% of its issued share capital (excluding treasury stock) for ¥100 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment, considering stock price levels and financial conditions. The repurchased shares may be used for strategic M&A and other purposes in exchange for the company's stock. The program will be valid till January 31, 2025. As of September 30, 2024, the company had 9,843,868 ordinary shares in issue and 189,932 ordinary shares in treasury
分析記事 • Sep 20Orchestra Holdings (TSE:6533) Is Increasing Its Dividend To ¥11.00Orchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Sep 20Orchestra Holdings Inc. (TSE:6533) agreed to acquire LAND HO! from Tsukamoto Masanobu, Heartland Co.,Ltd. and others for ¥610 million.Orchestra Holdings Inc. (TSE:6533) agreed to acquire LAND HO! from Tsukamoto Masanobu, Heartland Co.,Ltd. and others for ¥610 million on September 20, 2024. A cash consideration of ¥610 million will be paid by Orchestra Holdings Inc. As part of consideration, ¥610 million is paid towards common equity of LAND HO!. For the period ending May 31, 2024, LAND HO! reported total revenue of ¥1.3 billion, operating loss of ¥199.4 million and net loss of ¥308.06 million. As of May 31, 2024, LAND HO! reported total assets of ¥539.25 million and total common equity of ¥67.66 million. The expected completion of the transaction is September 30, 2024.
分析記事 • Aug 31Orchestra Holdings (TSE:6533) Is Increasing Its Dividend To ¥11.00Orchestra Holdings Inc. ( TSE:6533 ) will increase its dividend from last year's comparable payment on the 31st of...
お知らせ • Aug 29Orchestra Holdings Inc. to Report Q3, 2024 Results on Nov 14, 2024Orchestra Holdings Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
分析記事 • Aug 27Orchestra Holdings' (TSE:6533) Weak Earnings May Only Reveal A Part Of The Whole PictureInvestors were disappointed by Orchestra Holdings Inc.'s ( TSE:6533 ) latest earnings release. We did some analysis...
Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: JP¥1.42 (vs JP¥0.31 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.42 (up from JP¥0.31 loss in 2Q 2023). Revenue: JP¥3.34b (up 11% from 2Q 2023). Net income: JP¥14.0m (up JP¥17.0m from 2Q 2023). Profit margin: 0.4% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 16Orchestra Holdings (TSE:6533) Is Paying Out A Larger Dividend Than Last YearOrchestra Holdings Inc. ( TSE:6533 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Aug 16Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 18% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 05Orchestra Holdings Inc.'s (TSE:6533) Popularity With Investors Under Threat As Stock Sinks 28%Orchestra Holdings Inc. ( TSE:6533 ) shares have had a horrible month, losing 28% after a relatively good period...
分析記事 • Aug 03Is Orchestra Holdings (TSE:6533) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,010, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 61% over the past three years.
お知らせ • Jun 28Orchestra Holdings Inc. to Report Q2, 2024 Results on Aug 14, 2024Orchestra Holdings Inc. announced that they will report Q2, 2024 results on Aug 14, 2024
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 59% over the past three years.
分析記事 • May 22Orchestra Holdings Inc.'s (TSE:6533) 46% Price Boost Is Out Of Tune With EarningsOrchestra Holdings Inc. ( TSE:6533 ) shareholders would be excited to see that the share price has had a great month...
New Risk • May 20New 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 8.6% 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 Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥13.5b market cap, or US$86.8m).
New Risk • May 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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 (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥11.7b market cap, or US$75.5m).
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,149, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 61% over the past three years.
お知らせ • Mar 08Orchestra Holdings Inc. to Report Q1, 2024 Results on May 15, 2024Orchestra Holdings Inc. announced that they will report Q1, 2024 results on May 15, 2024
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,105, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 60% over the past three years.
Reported Earnings • Feb 17Full year 2023 earnings released: EPS: JP¥48.31 (vs JP¥87.04 in FY 2022)Full year 2023 results: EPS: JP¥48.31 (down from JP¥87.04 in FY 2022). Revenue: JP¥12.1b (up 17% from FY 2022). Net income: JP¥474.2m (down 44% from FY 2022). Profit margin: 3.9% (down from 8.2% in FY 2022). 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 26% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 15+ 1 more updateOrchestra Holdings Inc., Annual General Meeting, Mar 28, 2024Orchestra Holdings Inc., Annual General Meeting, Mar 28, 2024.
お知らせ • Dec 28Orchestra Holdings Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024Orchestra Holdings Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥10.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,040, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,101, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 54% over the past three years.
Reported Earnings • Nov 20Third quarter 2023 earnings released: EPS: JP¥7.64 (vs JP¥11.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.64 (down from JP¥11.33 in 3Q 2022). Revenue: JP¥3.07b (up 20% from 3Q 2022). Net income: JP¥75.0m (down 32% from 3Q 2022). Profit margin: 2.4% (down from 4.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 16Second quarter 2023 earnings released: JP¥0.31 loss per share (vs JP¥20.21 profit in 2Q 2022)Second quarter 2023 results: JP¥0.31 loss per share (down from JP¥20.21 profit in 2Q 2022). Revenue: JP¥3.01b (up 22% from 2Q 2022). Net loss: JP¥3.00m (down 101% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥999, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,215, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 10% over the past three years.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥87.04 (vs JP¥77.30 in FY 2021)Full year 2022 results: EPS: JP¥87.04 (up from JP¥77.30 in FY 2021). Revenue: JP¥10.4b (down 38% from FY 2021). Net income: JP¥853.0m (up 13% from FY 2021). Profit margin: 8.2% (up from 4.5% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 38% per year.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: JP¥87.04 (vs JP¥77.30 in FY 2021)Full year 2022 results: EPS: JP¥87.04 (up from JP¥77.30 in FY 2021). Revenue: JP¥10.4b (down 38% from FY 2021). Net income: JP¥853.0m (up 13% from FY 2021). Profit margin: 8.2% (up from 4.5% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15+ 1 more updateOrchestra Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Orchestra Holdings Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales to be JPY 12,500 million. Operating profit to be JPY 1,630 million. Profit attributable to owners of parent to be JPY 1,000 million. Basic earnings per share to be JPY 101.92.
お知らせ • Feb 14Orchestra Holdings Inc., Annual General Meeting, Mar 24, 2023Orchestra Holdings Inc., Annual General Meeting, Mar 24, 2023.
お知らせ • Jan 13Orchestra Holdings Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023Orchestra Holdings Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥11.33 (vs JP¥8.48 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.33 (up from JP¥8.48 in 3Q 2021). Revenue: JP¥2.56b (down 41% from 3Q 2021). Net income: JP¥111.0m (up 34% from 3Q 2021). Profit margin: 4.3% (up from 1.9% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
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. 8 non-independent directors. Outside Director Hiroyuki Iwai was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15+ 1 more updateOrchestra Holdings Inc. Provides Year End Dividend Guidance for the Full Year Ending December 31, 2022Orchestra Holdings Inc. provided year end dividend guidance of JPY 9.00 per share for the full year ending December 31, 2022 compared to JPY 8.00 per share a year ago.
お知らせ • Sep 28Orchestra Holdings Inc. to Report Q3, 2022 Results on Nov 14, 2022Orchestra Holdings Inc. announced that they will report Q3, 2022 results on Nov 14, 2022
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: JP¥20.21 (vs JP¥19.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥20.21 (up from JP¥19.51 in 2Q 2021). Revenue: JP¥2.47b (down 35% from 2Q 2021). Net income: JP¥198.0m (up 3.7% from 2Q 2021). Profit margin: 8.0% (up from 5.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 40% per year.
お知らせ • Aug 13+ 1 more updateOrchestra Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022Orchestra Holdings Inc. provided dividend guidance of JPY 9 per share for the fiscal year ending December 31, 2022.
お知らせ • Jul 03Orchestra Holdings Inc. to Report Q2, 2022 Results on Aug 12, 2022Orchestra Holdings Inc. announced that they will report Q2, 2022 results on Aug 12, 2022
Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥3,076, 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 34%.
お知らせ • May 14+ 1 more updateOrchestra Holdings Inc. Provides Dividend Guidance for the Year Ending December 31, 2022Orchestra Holdings Inc. provided dividend guidance for the year ending December 31, 2022. For the fiscal year, the company expects to pay dividend of JPY 9.00 per share as compared to JPY 8.00 per share a year ago.
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. 8 non-independent directors. Outside Director Hiroyuki Iwai was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Orchestra Holdings Inc. to Report Q1, 2022 Results on May 13, 2022Orchestra Holdings Inc. announced that they will report Q1, 2022 results on May 13, 2022
Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥77.30 (up from JP¥47.23 in FY 2020). Revenue: JP¥16.6b (up 41% from FY 2020). Net income: JP¥757.0m (up 74% from FY 2020). Profit margin: 4.5% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 16+ 1 more updateOrchestra Holdings Inc. Announces Dividend for the Year Ended December 31, 2021, Payable on March 30, 2022; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022Orchestra Holdings Inc. announced dividend for the year ended December 31, 2021 of JPY 8.00 per share compared to JPY 7.00 per share paid a year ago. Scheduled date of payment of dividend is March 30, 2022. For the fiscal year ending December 31, 2022, the company expects to pay dividend of JPY 9.00 per share.
お知らせ • Feb 15Orchestra Holdings Inc., Annual General Meeting, Mar 29, 2022Orchestra Holdings Inc., Annual General Meeting, Mar 29, 2022.
